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Phyllis Jo Kubey

@pkubeyea.bsky.social
377 followers 227 following 129 posts

Passionate about taxes, music, art, fitness, and many other things!

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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 6h
The Senate passed a 65-provision IRS reform bill without a single objection. There’s just one problem: the House had already gone home. 
www.taxgirl.com/2026/10/02/i...
taxgirl.com
IRS Reform Bill Clears Senate Without Objection, Waits For House | Taxgirl
The Senate unanimously approved a major package of IRS reforms, but the House has yet to act. Here’s what’s in the bill—and what happens next.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 15/09/2026
My 3Q estimated tax e-payment has posted. Have you paid the IRS yet? Don’t miss today's Sept. 15 deadline! dontmesswithtaxes.com/september-15...
dontmesswithtaxes.com
Meet the September 15 Estimated Tax Deadline or Owe More
Get ready to meet the September 15 estimated tax deadline or owe more. Understand your tax obligations today.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 14/09/2026
Don’t forget! Tuesday (tomorrow!), Sept. 15, is the due date for your third quarter estimated tax payment. dontmesswithtaxes.com/september-15...
dontmesswithtaxes.com
Meet the September 15 Estimated Tax Deadline or Owe More
Get ready to meet the September 15 estimated tax deadline or owe more. Understand your tax obligations today.
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Phyllis Jo Kubey @pkubeyea.bsky.social · 10/09/2026
Well…
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 07/09/2026
Beware! The purported IRS Digital Asset Compliance Portal is fake and a scam designed to steal your personal information and money. dontmesswithtaxes.com/online-digit...
dontmesswithtaxes.com
Digital Asset Compliance Portal Is Fake and a Scam Alert
Beware of the digital asset compliance portal. It is fake and a scam designed to steal your personal data.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 21/08/2026
New IRS digital report makes it easier to prove you are tax compliant dontmesswithtaxes.com/new-irs-digi...
dontmesswithtaxes.com
IRS Digital Report Makes It Easier to Prove Compliance
Discover how the IRS digital report improves tax compliance and simplifies the process for obtaining loans and benefits.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 20/08/2026
Sooo, if you haven't heard yet, I have some news: This is my last full week at Forbes. As of 8.26, I’ll be back at my own site, Taxgirl. And yes, there will be a newsletter: tax news, Ask The Taxgirl, Taxes From A to Z, and deep dives when the tax world gets weird. Join me → newsletter.taxgirl.com
taxgirl.com
Taxgirl® | Tax News, Updates & Plain-English Advice
Navigate complex tax law with ease. Taxgirl covers tax news, tax policy changes, IRS updates, small business tax tips, and expert tax controversy advice.
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Phyllis Jo Kubey @pkubeyea.bsky.social · 02/05/2026
Another scam to watch for - invitations.
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Reposted by Phyllis Jo Kubey
Beth Pinsker, CFP ® @bethpinsker.bsky.social · 30/04/2026
Looking for a source for a @marketwatch.com story on Trump’s impending EO on the saver’s match. Need a worker making $35,000 or less who is not on an employer plan. Anyone (or their friend/relative) who would chat with me this afternoon? My direct email: www.marketwatch.com/author/beth-...
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Reposted by Phyllis Jo Kubey
Beth Pinsker, CFP ® @bethpinsker.bsky.social · 21/04/2026
This is tomorrow! Sign up now for my free webinar with Andy Lockwood on affording college — saving, neogitating, paying loans. Bring your questions. www.bigmarker.com/barrons-even...
bigmarker.com
How to Cut College Costs by Thousands — and Avoid Decades of Debt
As the cost of some private colleges nears $100,000 a year, graduates are drowning in student loans. MarketWatch’s Beth Pinsker will host college admissions expert Andy Lockwood to answer your questio...
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 16/04/2026
Missed the filing deadline? Still file. The penalty for not filing is usually much higher than the penalty for not paying. Even if you can’t pay yet, filing today can make a real difference.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 13/04/2026
The IRS has finalized regs for the “no tax on tips” deduction—and clarified which jobs qualify. There’s now an official list of tipped occupations, along with rules defining what counts as a “tip” (Santa Claus impersonators are in, tax pros are out). Details matter: www.forbes.com/sites/kellyp...
forbes.com
IRS Issues New Rules For Clergy, Santa Clauses And Other Tipped Workers
With just one week left in the tax filing season, the IRS has finalized regulations for the new, temporary, $25,000 tip deduction, with more examples of who qualifies.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 07/04/2026
Be aware of (and beware!) these 11 tax audit red flags dontmesswithtaxes.com/tax-audit-re...
dontmesswithtaxes.com
11 Tax Audit Red Flags You Shouldn't Fly When Filing
Avoid IRS scrutiny by learning the 11 tax audit red flags you shouldn't fly. Stay informed and file correctly.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 27/03/2026
The Fifth Circuit made a big call in the Intuit vs. FTC case (centered on whether the "free" ads were misleading). The finding? The FTC can’t use its own in-house court for the claim, which could mean more such cases end up in federal court going forward. 👇
 www.forbes.com/sites/kellyp...
forbes.com
Intuit Wins Big In FTC Fight Over TurboTax “Free” Ads
The Fifth Circuit vacated the FTC’s order, ruling that the case must be heard in federal court. The ruling could signal new limits on in-house enforcement.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 21/03/2026
1.3 million nonfilers in 2023 have until this April 15 to collect their part of $1.2 billion in unclaimed tax refunds dontmesswithtaxes.com/1-3-million-...
dontmesswithtaxes.com
Claim 2022 Tax Refund by April 15 2026 or Lose It
You can still claim your 2022 tax refund, but hurry! The deadline is April 15, 2026. Learn how to secure your funds.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 20/03/2026
If you didn't file a 2022 tax year 1040 back in 2023 & were due a refund, you have until April 15 to file that old paperwork & get your unclaimed money. Miss the 4/15/26 deadline, and Uncle Sam gets to keep your tax cash! dontmesswithtaxes.com/1-3-million-...
dontmesswithtaxes.com
Claim 2022 Tax Refund by April 15 2026 or Lose It
You can still claim your 2022 tax refund, but hurry! The deadline is April 15, 2026. Learn how to secure your funds.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 08/02/2026
A fun fact about the side judge for today's Super Bowl. It's once again Eugene Hall. I wrote about him—and his connection to IRS Criminal Investigations—for @forbes.com in 2023. You can read about him here: www.forbes.com/sites/kellyp...
forbes.com
Meet The IRS Special Agent Earning His Stripes As An NFL Referee
During the week, Eugene Hall uses his tech savvy to chase down tax cheats, identity thieves and other fiscal frauds. And on football Sundays, he assesses penalties—five and ten yards at a time.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 30/01/2026
6 reasons to file a federal tax return even if you don’t have to dontmesswithtaxes.com/6-reasons-to...
dontmesswithtaxes.com
Filing a 1040 Even If You Do Not Have To Benefits
Discover the benefits of filing a 1040 even if you do not have to. It might lead to unexpected refunds and advantages.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 28/01/2026
In her new report to Congress, National Taxpayer Advocate Erin Collins highlighted the 10 biggest challenges taxpayers now face when dealing with the tax agency. At the top of the list? Amended returns (no surprise here). You can find the whole list here: www.forbes.com/sites/kellyp...
forbes.com
The 10 Most Serious Problems Taxpayers Have With The IRS
In her new report to Congress, National Taxpayer Advocate Erin Collins outlined the 10 biggest challenges taxpayers now face when dealing with the tax agency.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 24/01/2026
Bitcoin Jesus tax evasion charges resolution: Legal settlement or mere payoff? dontmesswithtaxes.com/dojs-bitcoin...
dontmesswithtaxes.com
Bitcoin Jesus Tax Settlement and Its Implications
Explore the saga of Bitcoin Jesus and his $49.9 million tax settlement that changed everything. Legal settlement or mere payoff?
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 24/01/2026
The IRS has released more guidance about eligibility, reporting, and limits for the new, temporary overtime deduction. www.forbes.com/sites/kellyp...
forbes.com
IRS Offers More Info On How The New Overtime Deduction Works
The IRS has released a set of FAQs to answer questions about eligibility, reporting, and limits for the new, temporary overtime deduction.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 15/01/2026
Don't forget: Pay - electronically is the best way - your 4th estimated tax amount by TODAY, Jan. 15. dontmesswithtaxes.com/pay-your-4th...
dontmesswithtaxes.com
Pay your 4th estimated tax amount by Jan. 15
If you get income that's not subject to withholding, you must cover the tax due by making estimated tax payments. The last one for the 2025 tax year is due Jan. 15, 2026. Yes, that is Thursday.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 13/01/2026
Lawmakers rejected deep IRS cuts, opting for a 7% reduction instead. With the Senate moving the bill forward, a shutdown may be avoided—but questions remain about how long the IRS can keep functioning under ongoing pressure. www.forbes.com/sites/kellyp...
forbes.com
The IRS Is Surviving Another Budget Fight In Washington—Barely
So far, lawmakers have rejected sweeping reductions to IRS funding sought by the White House, opting for a trim. Still, the agency faces an uncertain future.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 10/01/2026
If you used IRS’ Free File last year to complete your federal taxes, then it's tax déjà vu time. The same eight tax software companies are back for the 2026 tax season. You can use one of them if your 2025 was $89,000 or less. dontmesswithtaxes.com/same-8-tax-s...
dontmesswithtaxes.com
Free File Open to Eligible Filers for 2025 Taxes
Eligible filers can now benefit from Free File for their taxes. Get started before the official filing season begins.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 08/01/2026
The IRS has announced that the 2026 filing season will begin January 26, when tax law changes enacted in 2025 take effect. Some questions remain about the changes, and further IRS guidance is expected. www.forbes.com/sites/kellyp...
forbes.com
IRS Sets January 26 Start For 2026 Tax Filing Season As Tax Law Changes Take Effect
IRS has announced that the 2026 filing season will begin January 26, when tax law changes enacted in 2025, including no tax on tips and no tax on overtime, take effect.
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Phyllis Jo Kubey @pkubeyea.bsky.social · 01/01/2026
media.tenor.com
a happy new year greeting card with gold numbers 2026
ALT: a happy new year greeting card with gold numbers 2026
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 30/12/2025
If you use your car for business travel, your standard mileage deduction rate will increase 2.5 cents per mile in 2026. Other rates, however, will be lower next year. dontmesswithtaxes.com/business-mil...
dontmesswithtaxes.com
Business mileage tax deduction rate goes up in 2026, but two others are cut
Understand the business mileage tax deduction for 2026 and maximize your savings with the new rate of 72.5 cents per mile.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 28/12/2025
Use, don't lose, your FSA funds. If your workplace medical flexible spending account must be spent by Dec. 31, here are some ways to spend those tax-saving funds. dontmesswithtaxes.com/ways-to-spen...
dontmesswithtaxes.com
Ways to spend your FSA money so you don’t lose it
Mom often is the best doctor. But sometimes, we must turn to professional physicians and treatments. FSA money can help in these cases, as long as you didn't lose the funds because you didn't use them...
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Phyllis Jo Kubey @pkubeyea.bsky.social · 25/12/2025
Merry Christmas 🎁🎄 to all who celebrate!
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 23/12/2025
Headed to an appt at SSA or IRS this week? Under a new executive order from President Trump, some federal offices will be closed on Christmas Eve and December 26, in addition to Christmas Day. Not all federal agencies will follow the same schedule. www.forbes.com/sites/kellyp...
forbes.com
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Phyllis Jo Kubey @pkubeyea.bsky.social · 12/12/2025
Let’s keep an eye 👁️ on this!
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 12/12/2025
2026 offers taxpayers an opportunity to revisit charitable giving. Whether you’re donating cash, stock, or money from a retirement account, a little planning can go a long way. www.forbes.com/sites/kellyp...
forbes.com
Why 2026 Could Be A Good Year For Planned Charitable Giving
2026 gives taxpayers a chance to revisit charitable giving. Whether you’re donating cash, stock or money from a retirement account, a little planning can go a long way.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 04/12/2025
Thanks to a new law, the IRS must now explain math-error mistakes in plain English, show any adjustments, and put your 60-day appeal deadline front and center. www.forbes.com/sites/kellyp...
forbes.com
IRS Must Make Those Confusing Math-Error Notices Easier To Understand
Thanks to the IRS MATH Act, the IRS must now explain mistakes in plain English, show any adjustments, and put your 60-day appeal deadline front and center.
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Phyllis Jo Kubey @pkubeyea.bsky.social · 27/11/2025
Warmest wishes for a Happy Thanksgiving 🍁 bmacards.com/F9jw61
bmacards.com
Thanksgiving Home is in Your Heart
No matter the years ...or the distance... May you always carry
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 22/11/2025
Aspire to decency. Practice civility toward one another. Admire and emulate ethical behavior wherever you find it. Apply a rigid standard of morality to your lives; and if, periodically, you fail—as you surely will—adjust your lives, not the standards. - Ted Koppel, June 14, 1998
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 21/11/2025
The longest government shutdown in U.S. history is now over. The backlog of work, however, remains. As the IRS scrambles to get back to business as usual, expect delays. Here’s a look at processing times and what taxpayers and tax professionals should do. www.forbes.com/sites/kellyp...
forbes.com
IRS Has Significant Backlogs Following The Shutdown: What's Moving And What's Still Stuck
The longest government shutdown in U.S. history is now over. The backlog of work, however, remains. As the IRS scrambles to get back to business as usual, expect delays.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 14/11/2025
America’s oldest coin had been around since 1793. Now that the Mint has stopped producing new pennies, will promotional 99-cent pricing disappear? And what about sales taxes? www.forbes.com/sites/kellyp...
forbes.com
What The End Of The Penny Means For Consumers
America’s oldest coin had been around since 1793. Now that Trump has stopped the minting of new pennies, will 99 cent pricing disappear? And what about sales taxes?
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 03/11/2025
The latest edition of our free @forbes.com tax newsletter is out! This week: The government shutdown rolls on. Plus: What’s open at IRS, the fight over premium tax credits, guidance on OBBBA, Social Security increases, digital taxes, Section 179, and more. www.forbes.com/sites/tax-br...
forbes.com
The Government Shutdown Rolls On Edition
Plus: What’s open at the IRS, the fight over premium tax credits, guidance on OBBBA, Social Security increases, digital taxes and tariffs, Section 179 expenses and more.
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Reposted by Phyllis Jo Kubey
Josh Youngblood @joshyoungblood.bsky.social · 31/10/2025
It’s Halloween, and while most scares tonight will be make-believe, one thing gave me a chill this morning. The US may ban TP-Link equipment. Here’s what you should know. #TaxSky #EA #CPA #Cybersecurity open.substack.com/pub/joshandt...
open.substack.com
A Scary Story for Halloween
The TP-Link Problem
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 03/11/2025
Nov. 3 is filing deadline for taxpayers in 9 disaster-struck states: Arkansas, Kentucky, Mississippi, Missouri, Oklahoma, Tennessee, Texas, Virginia, and West Virginia substack.com/home/post/p-...
substack.com
Nov. 3 is filing deadline for taxpayers in 9 disaster-struck states
Residents of parts, and in some cases, all of these states dealt with real-life scares earlier this year. This post-Halloween weekend, they are facing a Nov. 3 disaster-delayed tax filing due date.
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 24/10/2025
Social Security recipients will get a 2.8% bump in their 2026 benefits. And high earners now will see a bit more of their income subject to the Social Security payroll tax thanks to an increase next year to $184,500 in the wage base. open.substack.com/pub/dontmess...
open.substack.com
Social Security taxable wage base goes to $184,500 in 2026
The Social Security Administration also announced its annual wage base bump. That earnings hike means higher earners will face more FICA taxes to help pay for future Social Security benefits.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 22/10/2025
Taxpayers who buy a new car assembled in the U.S. may be able to deduct up to $10,000 beginning in 2025. To help sort out the details, the IRS is rolling out guidance. www.forbes.com/sites/kellyp...
forbes.com
IRS Issues Transitional Guidance On Car Loan Interest Reporting Under The New Tax Law
Taxpayers who buy a new car assembled in U.S. may be able to deduct up to $10,000 beginning in 2025. To help sort out the details, the IRS is rolling out guidance.
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Phyllis Jo Kubey @pkubeyea.bsky.social · 21/10/2025
Some good news from @taxgirl.bsky.social
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 20/10/2025
With the 2025 tax filing season behind us, the Treasury Inspector General for Tax Administration (TIGTA) issued a report finding that the IRS performed pretty well, but staffing cuts may change that result in 2026. www.forbes.com/sites/kellyp...
forbes.com
Watchdog Finds 2025 Tax Filing Season Was A Success, Worries About 2026
With the 2025 filing season behind us, the Treasury Inspector General for Tax Administration reports the IRS performed well, but cuts may change that result in 2026.
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Phyllis Jo Kubey @pkubeyea.bsky.social · 20/10/2025
Unspeakable
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 20/10/2025
The latest edition of our free @forbes.com tax newsletter is out! This week: How the feds got Capone. Plus: Hobby expenses, international tax updates, a government watchdog looks at IRS, gold & platinum visas, a tossed ERC lawsuit, tax trivia and more. www.forbes.com/sites/tax-br...
forbes.com
The Get Capone Edition
Hobby expenses, international tax updates, a government watchdog looks at the IRS, gold and platinum visas, an ERC lawsuit is tossed, tax trivia and more.
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Reposted by Phyllis Jo Kubey
taxgirl @taxgirl.bsky.social · 06/10/2025
U.S. Secretary of the Treasury and Acting Commissioner of the IRS Scott Bessent announced that Commissioner of the Social Security Administration Frank Bisignano will serve as Chief Executive Officer (CEO) of the IRS. www.forbes.com/sites/kellyp...
forbes.com
Bisignano To Do Double-Duty As Social Security Commissioner And New IRS ‘CEO’
Secretary of the Treasury and Acting IRS Commissioner Scott Bessent announced that Social Security Commissioner Frank Bisignano will serve as new IRS "CEO."
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Reposted by Phyllis Jo Kubey
taxtweet ... Kay IRL @taxtweet.bsky.social · 06/10/2025
The IRS has a new position, CEO. And the SSA commissioner has another job. Frank Bisignano will now effectively run both of the agencies that have the most personal contact with, and impact on, Americans’ lives. substack.com/home/post/p-...
substack.com
SSA chief Bisignano named new IRS CEO
Treasury Sec. Scott Bessent today lessened his acting-IRS Commissioner load by naming Frank Bisignano, Social Security's commissioner, to the newly created IRS CEO post. Bisignano will do both jobs.
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Phyllis Jo Kubey @pkubeyea.bsky.social · 05/10/2025
This is a spectacular work with an amazing cast. Highly recommend!
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Phyllis Jo Kubey @pkubeyea.bsky.social · 04/10/2025
@tarasiegelbernard.bsky.social with a chilling article about investment fraud. I share it as a gift article, so it should be outside the paywall. www.nytimes.com/2025/10/03/y...
nytimes.com
Her Stocks Were Quietly Stolen From Her I.R.A.
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