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Make these last-minute tax moves before it's too late

The Tax Institute's Executive Director Kathy Pickering talks to CNBC about some common and valuable tax moves to make before year's end, including making charitable contributions and reducing taxes for qualified medical expenses.

By: Jayme White / January 16, 2017

Jayme White

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CBS News: Changes in tax law you should know about this year

H&R Block chief tax officer Kathy Pickering spoke with CBS News about changes to tax law including private mortgage insurance premiums are deductible once again.

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CNBC: Here’s how to get your tax return out the door faster — and get your refund sooner

TTI director Andrew Phillips talks with CNBC about the benefits of filing early including keeping scammers from filing returns using your data and ensuring key tax benefits aren't missed.

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USA Today: You might have to prove your identity to get Michigan tax refund

TTI director Andrew Phillips tells USA Today that the IRS expanded its voluntary Identity Protection PIN (IP PIN) to a number of states in 2020--a way for taxpayers to protect their identity from fraud.

Publications & Coverage

As you prepare 2019 tax returns, make changes to ensure refund next year

Chief Tax Office Kathy Pickering explains to NBC why people were surprised by their refunds last year and to consider updating withholdings on Form W-4, especially if any life changes impact your taxes in 2020.

Make these last-minute tax moves before it's too late

Jayme White

Related Articles

CBS News: Changes in tax law you should know about this year

CNBC: Here’s how to get your tax return out the door faster — and get your refund sooner

USA Today: You might have to prove your identity to get Michigan tax refund

As you prepare 2019 tax returns, make changes to ensure refund next year

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