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Robert Harding Financial Group
6624 W Robin Ln, Glendale, AZ 85310
Phone: 623-977-9823
Fax: 623-977-0181
Email: Office@roberthardingfinancial.com
WE OFFER INDEPENDENT UNBIASED NO-STRINGS-ATTACHED FINANCIAL ADVICE. WE ARE COMMITTED TO YOUR FINANCIAL FUTURE!
November/December 2025
Surprise - It's Taxable!
It's almost that time of year when you and the IRS must settle what you owe — or what the government owes you. Before you prepare your tax return, consider whether you'll need to include any of the taxable items listed below.
- Social Security benefits
- Unemployment benefits
- Portion of a scholarship that covers expenses other than tuition, fees, and books (e.g., room and board, travel, etc.)
- Canceled debt from credit cards, car loans and mortgages (Student loan debt is exempt.)
- Honors with cash prizes
- Certain alimony payments
- Gambling winnings (lotteries, horse racing, casinos, sports betting, etc.) Some losses are deductible.
- Gifts from an employer that reward an employee for services or help promote the company
- Found property
- Bartered property or services in lieu of cash
Consult your team of trusted advisors to determine which items you should include when preparing your income tax return for 2025.
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Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
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