Tax Mistakes to AVOID in 2024 (Part 1)

Phil's Tax Hacks

English - March 28, 2024 09:00 - 13 minutes - 25.6 MB - ★★★★★ - 4 ratings
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Previous Episode: Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

Next Episode: Tax Mistakes to AVOID in 2024 (Part 2)

It’s that time of year! With tax season right around the corner, it’s the perfect time to dive into some tax tips on the podcast. Tune into this two-part series where we dive into a fidelity article titled “8 Tax Pitfalls to Avoid,” and get Phil’s thoughts as a CPA.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:43 – Missing investment income

3:30 – Selling too soon

5:33 – Poor record-keeping

7:56 – Forgetting losses

Fidelity Article:

https://www.fidelity.com/learning-center/personal-finance/tax-pitfalls?ccsource=email_monthly&mbox3rdPartyId=&mboxConvType=VPEmailClick&mboxCID=VM0224&pixelType=vpm&sfip=&sfCampaignId=16797&sfCellCode=169

For more, visit us online: http://philstaxhacks.com

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