Ten Ways to Avoid Common Tax Mistakes

Ten tips for taxpayers.

Richard R. Hammar, Attorney, CPA
Bio

The IRS is urging taxpayers to review their tax returns for common errors that could delay the processing of their return and refund. Here are ten ways to avoid common tax return errors:
  1. File electronically. If you choose to e-file, many of the common errors are avoided or corrected by the computer software. If your income is under $52,000, you may be able to e-file for free using IRS Free File.
  2. Use the peel-off label if you choose to mail a paper return. You may line through and make necessary corrections right on the label. Be sure to fill in your Social Security number in the box provided on the return. If you do not have a peel-off label, fill in all requested information clearly, including the Social Security numbers.
  3. Check only one filing status on the tax return and check the appropriate exemption boxes. Enter the correct Social Security numbers for each of those exemptions.
  4. Use the correct Tax Table column for your filing status.
  5. Double check all figures on the return. Math errors are common mistakes.
  6. Make sure that the financial institution routing and account numbers you have entered on the return for a direct deposit of your refund are accurate. Incorrect numbers can cause the refund to be delayed or misdirected.
  7. Sign and date the return. If filing a joint return, both spouses must sign and date the return.
  8. Attach all W-2 forms to the front of the return. Attach all other necessary forms and schedules.
  9. Do you owe tax? If so, enclose a check or money order made payable to the “United States Treasury” and Form 1040-V, Payment Voucher, if used. Or, you may choose to pay by credit card by contacting one of the credit card service providers.
  10. For a complete checklist and a listing of some of the most common errors, see Tax Topic 303, Checklist of Common Errors When Preparing Your Tax Return, on the IRS Web site at IRS.gov.
  11. IRS News Release IR-2007-77
Richard R. Hammar is an attorney, CPA and author specializing in legal and tax issues for churches and clergy.

This content is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought. "From a Declaration of Principles jointly adopted by a Committee of the American Bar Association and a Committee of Publishers and Associations." Due to the nature of the U.S. legal system, laws and regulations constantly change. The editors encourage readers to carefully search the site for all content related to the topic of interest and consult qualified local counsel to verify the status of specific statutes, laws, regulations, and precedential court holdings.

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