Bonus Mailbag #41: Your Tax Filing Questions, Answered

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.7 • 1.5K Ratings

🗓️ 24 March 2023

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Tax day is just around the corner, and we’ve got tax expert Robbin Caruso here to answer all of your biggest questions. We hear from one listener who’s wondering whether state stimulus checks count as taxable income, and another who isn’t sure if she needs to pay quarterly taxes. We also tackle questions about changing your filing status on your W-4, and tax strategies to keep in mind when using a 529 college savings plan. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You're listening to an AirWave Media Podcast.
0:08.0	Your life is going to change.
0:10.0	Jobs, kids, houses.
0:12.0	Are you financially ready to enjoy the ride?
0:15.0	Visit planefe.com slash hermoney
0:18.0	to schedule a free appointment
0:20.0	with a financial advisor today.
0:22.0	You've got a lot to look forward to,
0:24.0	but it's always better to be prepared.
0:26.0	Hey everybody, I'm Gene Chatsky.
0:28.0	Thanks so much for joining me today on her money.
0:31.0	It was great to hear from so many of you
0:34.0	after we dropped our bonus episode
0:37.0	on all things taxes last month.
0:39.0	If you didn't catch it, we'll link to it in the show notes
0:43.0	because it's definitely worth a listen.
0:45.0	We sat down with Robin Caruso,
0:48.0	partner in the tax department at Prager Metis International,
0:52.0	and we're so lucky to have her back with us today
0:55.0	to tackle all of the unique tax questions
0:58.0	that you sent in.
1:00.0	Robin specializes in complex tax work.
	...

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