About this episode

Kevin Thompson discusses the complexities of tax season, focusing on the implications of the Social Security Fairness Act and common misconceptions about tax refunds.

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. NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure…

People in this episode

Host: Kevin Thompson

Topics covered

• tax season
• 1099 Madness
• retirement
• tax planning
• withholdings
• refund misconceptions

Keywords

• tax season
• 1099
• Social Security Fairness Act
• retirees
• tax bills
• withholdings
• refunds
• filing penalties

Mentioned in this episode

Organizations: Social Security Fairness Act

More episodes of The 9Innings Podcast

• 🎙️ FoF: Your Tax Return Was Accepted… Not Verified · April 21, 2026 · 14 min
• 🎙️ FoF: The 1099 Reality Check: What They Don’t Tell You · April 14, 2026 · 13 min
• Econ 101: 🔥 Oil Prices Are a Hidden Tax on Retirees · April 7, 2026 · 9 min
• 🔥 Texas Two-Step: Don't Lose your Homestead Exemption · March 31, 2026 · 14 min
• 🔥 Why A Bigger Tax Refund Isn’t Really a Tax Cut · March 17, 2026 · 14 min
• 📊 $39 Trillion and Counting: Debt, Inflation, and the MMT Debate · March 10, 2026 · 49 min

Explore listener stats, chart rankings, contacts and more on the The 9Innings Podcast podcast page.