When You May Get Your Tax Credit Refunds This Year


On this week’s episode of the Forbes Tax Breaks Podcast, Forbes Senior Writer and tax attorney Kelly Phillips Erb discusses the removal of IRS documents related to DEI initiatives, the impact of the IRS hiring freeze, and new tax scams targeting taxpayers. Additionally, this episode features a trivia question about audit odds and highlights the passing of Carolyn Ann Tavenner, a key figure in IRS history.

Subscribe to the Tax Breaks Newsletter here:
https://www.forbes.com/sites/kellyphillipserb/2025/02/01/tax-breaks-the-disappearing-irs-tax-documents-edition/

00:00 Introduction
00:39 The Disappearing IRS Tax Documents
06:49 When Can I Expect My Earned Income Tax Credit?
08:49 Federal Income Tax Return Stats
10:24 Tax Trivia: How Likely Are You To Be Audited
12:04 Federal Estate Tax Updates
17:07 Industry Updates And Remembering Carolyn Ann Tavenner

SHOW NOTES:
IRS disappearing docs story:
https://www.forbes.com/sites/kellyphillipserb/2025/01/30/irs-has-removed-sections-of-key-manual-used-by-tax-pros-from-web/

IRS hiring freeze story (last week):
https://www.forbes.com/sites/kellyphillipserb/2025/01/21/trump-signs-dozens-of-executive-orders-including-an-indefinite-freeze-on-irs-hiring/

Job rescission story with Rettig statement:
https://www.forbes.com/sites/kellyphillipserb/2025/01/27/hiring-freeze-at-irs-is-already-being-felt-as-jobs-are-rescinded/

Story with tax form due dates (with chart):
https://www.forbes.com/sites/kellyphillipserb/2025/01/30/when-to-expect-your-forms-w-2–1099-in-2025-and-what-to-do-if-theyre-missing/

You still need to file:
https://www.forbes.com/sites/kellyphillipserb/2025/01/28/despite-trump-hiring-freeze-and-anti-irs-talk-your-taxes-are-still-due/

First-time filers:
https://www.forbes.com/sites/kellyphillipserb/2025/01/30/what-first-time-filers-and-some-repeat-filers-need-to-know-about-taxes/

Stimulus checks:
https://www.forbes.com/sites/kellyphillipserb/2024/12/27/irs-will-mail-checks-to-over-one-million-taxpayers-who-missed-out-on-stimulus-payments/

Scams and stimulus checks:
https://www.forbes.com/sites/kellyphillipserb/2025/01/28/with-tax-season-now-open-scammers-hope-you-will-fall-for-their-tricks/

QTIP story:
https://www.forbes.com/sites/ashleycase/2025/01/30/unlocking-the-power-and-potential-of-the-qtip-trust/

QDOT story:
https://www.forbes.com/sites/ashleycase/2025/01/30/will-the-qdot-survive-trumps-immigration-policy/

Estate tax treaties story:
https://www.forbes.com/sites/virginialatorrejeker/2025/01/26/us-estate-tax-treatieshelp-for-foreigners-but-not-us-citizens/

Reconciliation:
https://www.forbes.com/sites/kellyphillipserb/2024/11/07/how-senate-rules-could-slow-down-any-gop-tax-cuts/
Estate tax repeal:
https://www.forbes.com/sites/darrencase/2025/01/27/president-trump-to-repeal-the-estate-tax/

Timing uncertain for reform:
https://www.forbes.com/sites/lynnmucenskikeck/2025/01/26/federal-tax-reform-timing-still-uncertain/

Older Tavenner story:
https://www.forbes.com/sites/kellyphillipserb/2019/02/28/long-time-irs-employee–mother-of-the-1040-ez-to-retire/

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