Topic: Interest Free Loan

1 chapters across the catalog

The discussion covers a caller's issue with a multi-year IRS identity investigation that has stalled a tax refund. Bennett warns about the three-year statute of limitations for claiming refunds. Another caller, Bill, asks about claiming "exempt" on a W-2 to avoid giving the government an interest-free loan, which Bennett supports for those who are financially responsible enough to save for the year-end bill.