Unclaimed Tax Refunds Exceed $1 Billion: Are You Missing Out on Money?_

On this episode of Tax Breaks, Forbes Senior Writer Kelly Phillips Erb covers the budget resolution Trump signed this past weekend, IRS staffing and budget cuts, and the status of the current tax filing season.

Subscribe to the Tax Breaks Newsletter:
https://www.forbes.com/sites/kellyphillipserb/2025/03/15/tax-breaks-the-government-lights-remain-on-for-now-edition/

0:00 Introduction
0:37 What's In The Continuing Resolution Passed By Congress
6:50 Taxpayer Question
9:53 How To Claim An Unclaimed Tax Return
11:52 Tax Quiz
13:08 Is Gold Good For Your IRA
14:29 Tax Industry Notes
16:14 Outro

SHOW NOTES:
House vote article:
https://www.forbes.com/sites/kellyphillipserb/2025/03/12/house-passes-stopgap-budget-but-shutdown-looms-as-bill-moves-to-senate/

How your House Rep voted: https://clerk.house.gov/Votes/202570

Chief Counsel removed:
https://www.forbes.com/sites/kellyphillipserb/2025/03/13/irs-chief-counsel-pushed-out-after-reported-clash-with-doge-over-taxpayer-data/

Tax Filing Season stat article:
https://www.forbes.com/sites/kellyphillipserb/2025/03/11/as-tax-season-nears-halfway-point-irs-data-shows-taxpayers-still-not-rushing-to-file/

Trump reporting rule article:
https://www.forbes.com/sites/kellyphillipserb/2025/03/14/new-trump-financial-reporting-rule-aims-to-capture-cash-transactions-as-low-as-200/

De-Fi article:
https://www.forbes.com/sites/kellyphillipserb/2025/03/12/in-bipartisan-maneuver-house-votes-to-repeal-biden-era-cryptocurrency-rule/

Where’s My Refund info page on IRS.gov:
https://www.irs.gov/wheres-my-refund

First page of Where’s My Refund?:
https://sa.www4.irs.gov/wmr/

Refund article:
https://www.forbes.com/sites/kellyphillipserb/2025/03/11/does-the-irs-have-your-money-theres-more-than-1-billion-in-unclaimed-refunds-for-tax-year-2021/

IRA and gold:
https://www.forbes.com/sites/jessicaledingham/2025/03/13/benefits-of-adding-gold-to-your-ira/

AICPA/CIMA Economic Outlook Survey:
https://www.aicpa-cima.com/professional-insights/download/aicpa-and-cima-1q25-economic-outlook-survey-1

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