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982 episodes

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Marriage and Taxes: Understanding the Penalties

Family & education

Dr. Friday discusses how marriage can impact your taxes, including penalties on capital gains, child tax credits, and educational savings. She highlights why understanding these tax rules is…

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Tax Responsibilities for Household Employees

Bookkeeping & payroll

Dr. Friday explains tax requirements for household employees, including the need to file a Schedule H and pay Social Security and Medicare taxes for workers earning over $2,700…

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Understanding Estimated Tax Payments

Deadlines & filing

Dr. Friday clarifies that estimated tax payments are not optional but required to avoid penalties. She explains how failure to pay on time results in monthly penalties from…

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Don’t Forget Your 1095-A for Tax Filing

Deadlines & filing

Dr. Friday reminds taxpayers enrolled in the health care marketplace to obtain their 1095-A form. She also discusses the importance of the IRS-issued IPN number for certain individuals.

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How 529 Plans Help Save for Education

Family & education

Dr. Friday explains the benefits of 529 savings plans, including the ability to contribute five years' worth of gifting at once. She highlights how these funds can grow…

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Maximizing Educational Tax Benefits

Family & education

Dr. Friday explains various education-related tax benefits, including student loan interest deductions, employee tuition assistance, and tax-free scholarships. She highlights income limits and how 529 plans can help…

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What Qualifies as a Business Expense?

Small business & self-employed

Dr. Friday explains what qualifies as a legitimate business expense and highlights common misconceptions. She warns against claiming personal trips as business expenses without proper justification, as the…

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Understanding Income: What Needs to Be Reported?

Family & education

In this episode, Dr. Friday breaks down what counts as taxable income and clears up common misconceptions. She emphasizes the importance of reporting all income sources, including business…

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1099 Filing Requirements: Stay IRS Compliant

Deadlines & filing

The 1099 filing deadline has passed—did you file yours? Businesses must issue 1099-NEC, 1099-MISC, and 1099-INT forms for payments over $600. However, corporations with “Inc.” in their name…

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Tax Compliance for Nonprofits: 990 Filing Rules

Deadlines & filing

Nonprofits and 501(c)(3) organizations must file Form 990 annually to maintain tax-exempt status. If a nonprofit fails to file for three consecutive years, it will lose its exemption.…

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Claiming College Tax Credits: 1098-T & 529 Plans

Family & education

If you or your child is in college, don’t miss out on valuable education tax credits! To qualify, you need Form 1098-T, which details tuition payments, scholarships, and…

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Tax Preparation Tips: Avoid Amended Returns

Deadlines & filing

Tax season is in full swing! If you haven’t made your tax appointment yet, visit drfriday.com and schedule one today. Before filing, ensure you have all necessary documents,…

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