Schwab Network

Tax Season Confusion Fuels Filing Errors


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David A. Perez explains why this tax season is seeing a surge in early and error‑prone filings as investors grapple with changes to SALT deductions and depreciation rules. He outlines why AI tools from Google (GOOGL) and Microsoft (MSFT) fall short on tax nuance, discusses higher refunds, and stresses why filing extensions may be critical to avoid costly mistakes.


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