Smaller Tax Refunds, 401(k) Rule Changes, 1099-K Tips

Tax Refunds Are Smaller This Year | When Are Taxes Due in 2023? | 1099-K: What You Need to Know Created for {EMAIL} | [Web Version]( February 26, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [Twitter]( [Youtube]( [Youtube]( [Tax Tips]( [SIGN UP]( ⋅ [WEBSITE]( [] In the News [] [Tax Refunds Are Smaller This Year]( [Tax Refunds Are Smaller This Year]( (Getty Images) Some people are wondering why their [federal income tax refund is small]( this year compared to 2022. [] Tax Planning [] [When Are Taxes Due in 2023?]( [When Are Taxes Due in 2023?]( (Getty Images) [Know the tax deadlines that apply to you](, so you don't get hit with IRS penalties or miss out on a valuable tax break. [Vanguard Advice to Help Maximize Your Income in Retirement]( Vanguard Personal Advisor Services® is built to provide you an ongoing collaboration with our professional advisors — no matter where you are. Our advisors are salaried and don't earn commissions, so they'll always put your best interests first. [Take the first step with Vanguard today]( Paid non-client promotion ADVERTISEMENT [] 2023 Taxes [] [1099-K: What You Need to Know]( [1099-K: What You Need to Know]( (Getty Images) Form 1099-K is used to report certain payment transactions. [Here’s what to know about the form]( and what to do when you receive one. [] Taxes in Retirement [] [How Retirement Income is Taxed]( Don't forget about taxes on your pensions and other retirement income while planning for your golden years. [Read More]( [This Billion Dollar Startup Wants to Help You Retire]( This Princeton grad's startup raised $161 million to help you plan a comfortable retirement. SmartAsset's simple, no-cost tool can help match you with up to 3 vetted financial advisors serving your area. Take this free quiz to see if you can retire comfortably. [READ MORE]( ADVERTISEMENT [] In Case You Missed It [] [Big Changes to 401(k), IRA, and Other Savings Plans]( The SECURE 2.0 Act makes major changes to retirement savings plans. Here's what you need to know. [Read More]( [Should You Plan Out Your Monthly Retirement?]( See what retirement might look like for you and get a feel for what our award-winning free dashboard can do. Want a more accurate assessment? [READ MORE]( ADVERTISEMENT [] YOURS FREE - NEW TAX RULES FOR 2023 [] [PROTECT YOUR RETIREMENT SAVINGS, SECURE ACT 2.0]( (Kiplinger) Download your [free copy of New Tax Rules for 2023](. No information is required from you. [The Kiplinger Tax Letter]( has helped millions of taxpayers and tax professionals keep pace with ongoing tax changes, and stop overpaying on their taxes -- whether for themselves, or their clients. Now it's your turn. [Get your free copy of New Tax Rules for 2023]( today. ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Since 1920, Kiplinger has earned a reputation as a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. Our [flagship publications]( include Kiplinger’s Personal Finance magazine, The Kiplinger Letter, The Kiplinger Tax Letter, Kiplinger’s Retirement Report, and Kiplinger’s Investing for Income. All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( and [podcasts]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Sign Up]( | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](mailto:alerts@kiplinger.com) | [ADVERTISE]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036