small boat floating on water and words tax seasonAre you ready to file your tax return? Here are some important considerations before filing.

Do you have all your documentation?

Being organized helps your tax preparer. You should wait to file until you have all your supporting documents, which may include:

Also review the information on your tax documents for accuracy. If you notice any discrepancies, contact the document provider right away to correct the issue.

Do you qualify for credits or deductions?

The IRS has comprised a list of credits and deductions you may quality for. As always, talk with your tax preparer if you are unsure.

NOTE – even if you are not required to file a tax return, the IRS recommends eligible individuals to file one this year to potentially claim the Recovery Rebate Credit, Child Tax Credit, and Earned Income Tax Credit.

Need help?

The IRS can provide resources to assist.