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Simplifying Tax Season: Avoid Common Mistakes with Confidence
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In this episode of the Rooted in Abundance podcast, Megan guides listeners through the essential steps to prepare for tax season. She shares practical tips, common pitfalls, and expert insight on choosing between self-filing and using a tax professional.
Megan highlights the importance of reviewing your return, how to read the 1040 form and common mistakes to avoid when using strategies like a backdoor Roth IRA, qualified charitable distributions, and maximizing HSA contributions.
Free Tools and other Resources:
- Tax prep checklist to help as you gather your documents for tax filing
- Consider using Rakuten to earn cash back when you shop. They have a 5% cash back deal for Turbo Tax right now, plus Turbo Tax has a 20% off deal at the moment. You can use my referral link here to receive a $30 sign up bonus for using Rakuten.
- FreeTaxUSA was mentioned recently as a potentially free way to file your Federal return (state is a paid service). I cannot vouch for the service, but you can explore it here. (this is not an affiliate link)
Connect with me:
- Visit my website to learn more.
- Wondering how to make sure you're prepared financially for the life God is calling you towards? Grab my free 5-Step Guide here.
- Join my email community for financial tools, faith-based encouragement, and updates. A fresh newsletter goes out every Friday.
- Connect with me on Instagram and Facebook: @HerTrueWealth
Disclaimer: The information provided in this podcast is for educational purposes only and should not be considered financial, tax, or legal advice. Please consult with a qualified professional regarding your specific situation.
Disclosure: Some links mentioned may be affiliate links, meaning I may earn a small commission at no extra cost to you if you make a purchase through them.
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By MeganSend us a text
In this episode of the Rooted in Abundance podcast, Megan guides listeners through the essential steps to prepare for tax season. She shares practical tips, common pitfalls, and expert insight on choosing between self-filing and using a tax professional.
Megan highlights the importance of reviewing your return, how to read the 1040 form and common mistakes to avoid when using strategies like a backdoor Roth IRA, qualified charitable distributions, and maximizing HSA contributions.
Free Tools and other Resources:
- Tax prep checklist to help as you gather your documents for tax filing
- Consider using Rakuten to earn cash back when you shop. They have a 5% cash back deal for Turbo Tax right now, plus Turbo Tax has a 20% off deal at the moment. You can use my referral link here to receive a $30 sign up bonus for using Rakuten.
- FreeTaxUSA was mentioned recently as a potentially free way to file your Federal return (state is a paid service). I cannot vouch for the service, but you can explore it here. (this is not an affiliate link)
Connect with me:
- Visit my website to learn more.
- Wondering how to make sure you're prepared financially for the life God is calling you towards? Grab my free 5-Step Guide here.
- Join my email community for financial tools, faith-based encouragement, and updates. A fresh newsletter goes out every Friday.
- Connect with me on Instagram and Facebook: @HerTrueWealth
Disclaimer: The information provided in this podcast is for educational purposes only and should not be considered financial, tax, or legal advice. Please consult with a qualified professional regarding your specific situation.
Disclosure: Some links mentioned may be affiliate links, meaning I may earn a small commission at no extra cost to you if you make a purchase through them.