About this episode

Dr. Friday discusses tax deadlines, IRS notices, and financial planning strategies for estates and mortgages.

Dr. Friday opens this episode with one more reminder that the Tennessee disaster-related June 8 deadline is about filing extensions, making payments, and avoiding avoidable penalties. She explains how missing or undocumented extensions can turn into failure-to-file problems, then walks through IRS notices, abatement, and why real human resolution still matters. Later, she covers gifting after estates or lottery wins, mortgage payoff choices, where retirees might park cash, extension filing questions, and home-office rules for young earners and W-2 employees. Summary Points June 8 disaster deadline: Dr. Friday reminds listeners in affected Tennessee counties to file, pay, or document an extension before the deadline, especially if they cannot finish the return. Extension documentation: She discusses Form 4868, certified or tracked mailing, federal disaster notation, and why e-filing an extension may not work after the normal April deadline. IRS notices and abatement: The episode covers missing-return letters, first-time abatement limits, duplicate 1099-S home-sale reporting, and the frustration of trying to resolve clear IRS matching errors. Estate and lottery gifting: Dr. Friday…

People in this episode

Host: Dr. Friday Burke

Topics covered

• tax extensions
• IRS notices
• estate gifting
• mortgage planning
• retirement cash management
• home-office rules

Keywords

• tax extensions
• IRS
• gifting
• mortgage payoff
• retirement planning
• home-office rules
• Tennessee deadline

Mentioned in this episode

Books & works: Form 4868

Places: Tennessee

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