Heather B The Tax Referee

Heather B The Tax Referee Specializing In Income Tax Preparation
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10/07/2026

🏁 THE TAX REFEREE CALLS IT… NOT TAXABLE! 🏁

💰 INCOME THAT “MAY NOT” BE TAXABLE 💰

⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️

Not every dollar that comes into your hands automatically belongs on your taxable-income scoreboard! 🏈💵

Here are some common examples of income that may be tax-free or partially tax-free, depending on your situation: 🤷🏾‍♀️

🟢 Life Insurance Proceeds Generally, money received because of someone’s death is not taxable income.

🟢 Gifts & Inheritances Receiving a gift or inheritance generally isn’t taxable income to the recipient.

🟢 Child Support Child support payments you receive generally aren’t taxable.

🟢 Certain Scholarships & Fellowships 🎓Some scholarship or fellowship money may be tax-free when used for qualified education expenses.

🟢 Municipal Bond Interest Interest from certain state and local government bonds may be federally tax-exempt.

🟢 Qualified Roth IRA Distributions Qualified distributions from a Roth IRA can be tax-free.

🟢 Certain Disability Benefits Some disability payments may not be taxable, depending on who paid for the coverage and other circumstances.

🟢 Certain Workers’ Compensation BenefitsWorkers’ compensation benefits for job-related injuries or illnesses are generally not taxable.

🟢 Sale of Your Home 🏠 You may be able to exclude some or all of the gain from the sale of your main home if you meet the IRS requirements.

🚨 BUT HERE’S THE CATCH…
Just because something sounds tax-free doesn't mean it automatically is.
Tax rules have exceptions, limitations, and plenty of fine print. 📋

🏁 THE TAX REFEREE'S RULE: Know the rules before you call it tax-free!

📣 Got income you’re not sure about? Don’t guess. Bring it to The Tax Referee.
We know the rules. We read the fine print. And we make the call. 🏆💰

🏈🚩 THE SEASON IS HERE… BUT ARE YOU TAX SEASON READY? 🚩🏈While we’re getting our jerseys ready, planning game-day menus, a...
09/10/2026

🏈🚩 THE SEASON IS HERE… BUT ARE YOU TAX SEASON READY? 🚩🏈

While we’re getting our jerseys ready, planning game-day menus, and screaming ROLL TIDE every Saturday ❤️🐘, The Tax Referee is already preparing for another season too… TAX SEASON! 💰📑

Just like football, a winning tax season starts with a GAME PLAN. Start preparing early by keeping up with your income documents, organizing deductible expenses, updating your dependent information, and making sure your personal information is accurate before it’s time to file.

🏁 Don’t wait until the fourth quarter to get prepared!

Whether you need an Individual Tax Return, Business Tax Return, Amendment, Tax Planning & Guidance, or ITIN assistance, The Tax Referee is ready to help you get in the WINNING ZONE! 🏆💵

🏈 Different Tax Season. Same Winning Results.�📣 Same Game Plan… BIGGER Refunds!

📞 205-242-2486
�📲 Follow The Tax Referee for tax tips, important updates, deadlines & upcoming tax-season announcements!

Now tell me… WHO Y’ALL GOT THIS SEASON?! 👀🏈🐘 ROLL TIDE!

💰 TAX TIP THURSDAYS 💰
09/10/2026

💰 TAX TIP THURSDAYS 💰

07/27/2026

HEY GUYS 👋 THE TAX REFEREE HERE !

If you have multiple qualifying children under age 17, you add $2,000 for each child in Step 3 of the IRS Form W-4.

Here are some EXAMPLES:
1 child under 17 → Enter $2,000
2 children under 17 → Enter $4,000
3 children under 17 → Enter $6,000
4 children under 17 → Enter $8,000

For EXAMPLE, if you're Head of Household with 3 qualifying children under age 17, your W-4 would typically look like this:

Step 1: Your personal information

Step 2: Complete only if you have more than one job or your spouse also works (otherwise you can usually leave it blank)

Step 3: Enter $6,000

Step 4: Leave blank unless you want additional withholding or have other income/deductions

Step 5: Sign and date

💡A few important notes:
A qualifying child generally must be under age 17 at the end of the tax year, have a valid Social Security number, and meet the IRS relationship, residency, and support tests.

💡Claiming dependents on your W-4 reduces the amount of federal income tax withheld from your paycheck. It does NOT change how many dependents you claim on your tax return—you should ONLY claim children you actually qualify to claim.

If you're trying to figure out the best way to fill out a W-4 for your specific situation, tell me:

- Your filing status (Single, Married Filing Jointly, or Head of Household)
- How many children under 17 you have
- Whether you have one job or multiple jobs (or your spouse works) And approximately how much you earn per pay period.

I can walk you through exactly what to enter on each step. 🫶🏾

-TheTaxReferee 💰

LIKE 👍 SHARE ⤴️ FOLLOW 👣 for more tips !

07/27/2026

HEY GUYS THE TAX REFEREE HERE 👋

If you have ONE “qualifying” CHILD under age 17, here's how you would typically complete the 2025/2026 IRS Form W-4.

STEP 1: Personal Information
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Fill in:
Name
Address
Social Security #

STEP 2: Filing Status
⬇️⬇️⬇️⬇️⬇️
Choose the one that matches your tax situation:
- Single or Married filing separately
- Married filing jointly
- Head of Household (only if you qualify)

STEP 3: Claim Dependents
If you have one qualifying child under age 17, enter:
1 × $2,000 = $2,000
Write $2,000 on the line for qualifying children under age 17.

💡If you have no other dependents or tax credits, your total on Step 3 will be $2,000.

STEP 4: Other Adjustments (Optional)
⬇️⬇️⬇️⬇️⬇️⬇️
Leave this blank unless you:
- Have other income not from this job.
- Want extra tax withheld from each paycheck.
- Expect deductions other than the standard deduction.

Step 5: Sign and Date
Sign and date the form.
____________________________
Example ONLY
- If you're Single
- Have one child under 17
- Have one job
- Don't want any extra withholding

Your W-4 would generally look like this:
✅ Step 1: Personal information
✅ Step 2: Single
✅ Step 3: $2,000
⬜ Step 4: Blank
✅ Step 5: Sign and date

💡 Keep in mind that claiming one qualifying child does not mean no federal tax will be withheld. It reduces the amount of tax withheld because you're claiming a tax credit, but depending on your income, your employer may still withhold federal income tax.

-TheTaxReferee 💰

FOLLOW 👣 LIKE ✅ SHARE ⤴️ for more tips !

04/14/2026

Can I submit my tax return after the tax filing deadline?

Yes, you can submit your federal tax return after the April 15th deadline if you are not due a refund and do not owe money, as there is no penalty for late filing in this scenario. However, you should submit as soon as possible to avoid potential issues, such as missing the three-year window to claim refunds or to maintain compliance.

What’s the 3 Year Rule ?

If you are actually due a refund, you are obligated to file within three years of the original deadline to claim said refund.

-The Tax Referee

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35401

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