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Contents

  • Introduction
    • Changes in Tax Laws and Credits
      • Recent Tax Law Changes
        • Tax Credit Expirations
        • Withholding Issues
          • Common Withholding Mistakes
            • How to Adjust Withholding
            • Investment-Related Factors
              • Mutual Fund Distributions
                • Cryptocurrency Transactions
                • Hidden Income Sources
                  • Steps to Prevent Future Surprises
                    • Keep Better Records
                      • Quarterly Check-ins
                        • Emergency Tax Fund

                        Understanding Why You Owe Taxes Despite No Changes in Your Financial Situation

                        contributorcontributorcontributor
                        2.9 minute read
                        FinanceAccountingEconomyLaw and Legal IssuesGovernment
                        A perplexed individual reviewing tax documents, surrounded by question marks and dollar signs, symbolizing confusion over unexpected tax liabilities.
                        Published January 20, 2025
                        Last Updated May 30, 2025
                        contributorcontributorcontributor
                        2.9 minute read

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