Your 2026 Return Is Already Being Built: The Forms the IRS Will Match Against You

Steve Perry

Published on: 03/11/2026

Your 2026 return is already being built from W-2s, 1099s, and K-1s. Learn how IRS matching works and what to organize before year end with Steve Perry, EA.

IRS information matchingForm 1099-K threshold 2026Form 1099-NEC $2000 thresholdForm 1099-DA basis reportingCP2000 noticeAutomated UnderreporterIRS notice responseyear-end tax planningbusiness owner tax recordsbonus depreciation equipment purchaseStatutory Notice of Deficiencyamended return late K-1IRS risk managementSteve Perry EABooks Taxes & More

When the Tax Year Closes: Which Decisions End December 31 and Which Stay Open Until You File

Steve Perry

Published on: 27/10/2026

Before you file your 2026 return, December 31 decides much of what it will say. See which tax decisions close at year end, which stay open until filing, and why waiting costs options.

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2027 Tax Changes and OBBBA: A Fourth Quarter Planning Guide

Steve Perry

Published on: 20/10/2026

Steve Perry, EA explains how 2027 inflation adjustments and OBBBA changes interact with IRS matching and year end deadlines, with a fourth quarter planning framework.

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October 15 Extension Deadline: What Filers Must Complete Before the 2025 Return Cutoff

Steve Perry

Published on: 29/09/2026

October 15, 2026 closes the 2025 extension window. Learn what to finish before the cutoff, how IRS matching continues into 2027, and which options narrow after the date passes.

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