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In this episode of Facts Over Feelings, on the 9innings Podcast Channel, Kevin Thompson breaks down the chaos of tax season—what he calls “1099 Madness.”
He dives into how the Social Security Fairness Act is impacting retirees, and why many are facing unexpected tax bills due to unadjusted withholdings. He also clears up a major misconception around larger refunds, explaining that most are simply the result of over-withholding—not new tax breaks.
Lastly, Kevin highlights a time-sensitive opportunity to reclaim late filing penalties and interest from 2019–2024.
The message is simple: tax season isn’t just about filing—it’s about understanding what’s actually happening and planning ahead.
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No transcript available for this episode.