Tax Free TIPS, break on rates, deadlines coming


Romeo Razi, CPA

Jan 18th

💰No Tax on Tips....well sort of.

Trump made a promise to the Vegas peeps: "no tax on tips." And that's technically true for some of you, but not all of you.

Unfortunately like most tax promises, the devil's in the deductions. The $25K tax-free treat comes with strings attached.

So, here are the limitations, conditions, and carve-outs:

🤑 First $25,000 of tips: tax-free
↳ Baristas win.
↳ Bottle service girls? No so fast (see below)

🚧 Here are three hurdles you’ll need to clear:

💰Income Limits
↳ Single filers: keep it under $150K.
↳ Married filers: under $300K.
↳ Make more than that? Congrats, you’re too successful for tax relief (i.e. no tax-free tip for you.)

💸Must be a "Customarily Tipped Occupation"
↳ The IRS came up with a list of 68 jobs that qualify.
↳ Why 68? Who knows. Probably the same folks who thought “Form 8919” was a sexy name.
↳ Spoiler: CPAs didn’t make the list (rude).

🧑‍⚖️Your employer can't be an SSTB
↳ SSTB = Specified Service Trade or Business.
↳ Translation: your boss can’t be in one of the “bad” industries the IRS frowns upon.
↳ Sounds like a scandal. Reads like something you catch on spring break.

🧾Romeo, what are SSTBs?

SSTBs (Specified Service Trades or Businesses) are basically the IRS’s version of “You’re successful, so we don’t trust you.”

These are the fields where your business depends on your skill or reputation, so they don’t get the full QBI deduction, and now they’re cut out of tax-free tips too.

Here's the most common list of SSTBs:

↳ 🧑‍⚕️ Health - doctors, dentists, etc.
↳ 👩‍⚖️ Law - attorneys, legal Consultants, etc.
↳ 🧮 Accounting - bookkeepers, CPAs🤬, etc.
↳ 📊 Consulting - strategists, marketers, etc.
↳ 📉 Financial Services - financial planners, advisors, wealth managers
↳ 🧑‍🏫 Education - tutors, instructors, test prep coaches
↳ 🎭 Performing Arts - actors, musicians, other poor liberal arts people
↳ 📷 Athletics - Coaches, trainers, professional athletes
↳ 💼 Reputation Fame-Based Services - influencers, authors, speakers

In other words, if you are employed by a doctor, and you get a tip from a customer, because your boss is an SSTB, you don't get the tax-break on tips.

So basically, in the IRS’s eyes, it’s not about who earned the tip, it’s about who signs your paycheck.

Because nothing says “tax relief” like punishing you for your employer’s ambition.


🏠 Housing Corner

Housing numbers: rates up a smidge, so is inventory, people are dropping prices (but not enough to make a difference).

💹

Interest Rates


6.22%

🏡 🏡 🏡
Inventory


695,628

🧊

Days on Market


133 days (3+ months)

Here's a quick list of the housing stats over the last 1 weeks:

🏠 Mortgage rates: 6.22% (up from 6.20%)
📈 Inventory: 695,628 homes (up 8.8k last week)
📉 Price reductions? 34.2% (down some more)
💰 Median list price? $419,000 (same)
🕰️ Days on market? 133 (same).


Market Highlights

Market up a bit


~ S&P $6,916 (+0.97%)
~
NASDAQ $23,501 (+1.41%)

Looks like USD is in trubs...


~ GOLD $5,063 (+7.70%)

~ Silver $107.60 (+14.35%)


🚨Upcoming Tax Deadlines you should be aware of:

🗓January:

  • 📄1099s & W-2s (one more week) - are due by the end of the month (January 31st)
  • 🚀January 26th (today) - Tax Filing Season starts (for simpler tax returns).
  • If your return is more complicated, some forms won't be fully released until Mid-February.

🗓February:

  • 📈February 15th - Stocks, dividends, etc. - your 1099-B from your brokerage should be ready.
  • 🪙February 15th - Crypto - this included 1099-DA from Coinbase, Crypto.com, etc.

🗓March

  • 🏢March 15th - LLC, S-Corp, Partnership Returns are due.
  • ✍️March 15th - S-Election - if you want your LLC to become an S-Corp (for 2026), you have until 3/15.

What's been going on with your Favorite CPA

Tax season is here, and I've been spending my days working on taxes, going to the gym, and eating. This will be my life for the next 3 months.

Meanwhile US Bank is taunting me.


If there is anything specific you want me to cover in the upcoming weeks, please let me know.

Until next time ❤️

Romeo Razi, CPA

Taxedright.com

600 1st Ave, Ste 330 PMB 92768, Seattle, WA 98104-2246
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