| Free Tax Tip No. 378: Items to check before filing | Return to List of Tips |
If you have not yet filed, here are a few things to check:
1) Make certain that all identification numbers are correct and they match the name for which they are used. We have discovered that some women have not changed their social security numbers when they marry or children who have not had their names legally changed.
2) Double-check your figures if you are paper filing to make certain there are no math errors.
3) Make certain you are using the correct tax table if you are paper filing.
4) Sign your return and use the coded envelope if you are paper filing. Different types of returns are filed in different sections of the country. You may not file at the service center closest to your home.
5) If you owe and are enclosing a check, be sure to make the check out to “United States Treasury.” Put your name and social security number on the check along with “2008 – 1040 Tax Payment.”
6) Consider electronically filing your return and having your refund direct deposited or direct debited from your account if you owe money. This is the fastest and easiest way to file. You should have your refund in your account in less than two weeks.
7) If you are waiting for a refund, remember the IRS does money transactions on Fridays. If you are waiting for a refund, it will be deposited on Friday at 12:01 midnight or if you owe, they will zap your account at the same time.
On a personal note:
Jill and Howard are proud to announce the newest member of our family. He is Kuper (rhymes with super) Riley Schwartz. He was born Tuesday June 9, 2009 - 7 pounds 14 ounces and 20 1/2 inches. Proud parents are Laura and Aaron Schwartz. Proud aunt is Randi Schwartz Carr.
Baby, mother and dad are all doing well.
This information is provided in an effort to help you gather and organize the information necessary to file your individual or small business income tax return. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.