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Tips to Prepare for Tax Filing Season

Here are three tips to prepare for tax filing season.

Start early

Start gathering documents, receipts, and information you will need now. A good strategy is to keep a folder just for taxes where you add documents through out the year. Good record keeping year-round helps avoid frustration around tax time. Tax accountants get very busy starting in January. If you are getting outside assistance, be sure to get in touch with them early. Even if you are filing taxes yourself, it helps to get it done early so you can get any returns sooner. It also helps to avoid others from fraudulently filing under your name.

Note important dates

January 2023: Income documents such as W-2 and 1099 forms are mailed/delivered in January. You may also receive documents showing dividends or interest earned on investments, student loan interest you’ve paid, or tuition paid if you are or have a dependent who is a college student.

April 18, 2023: Individual tax returns are due on April 18. This is also the deadline for making IRA or HAS contributions for the 2022 tax year.

June 16, 2023: Due date for Individual tax returns for those with extensions.

Look out for scams

Scammers often pretend to be from a government agency or other organization you know to gain your trust. These scams primarily use the telephone to contact you, but scammers may also use email, text messages, social media, or U.S. mail. Be very cautious of any communication about taxes not initiated by you. Scammers may say there is a problem, tell you to pay in a specific way, and pressure you to act immediately. Never provide personal information over email or text, and always call the agency directly if you are unsure.