Before you file your return, review it and make sure it is complete and correct. The following checklist can help you avoid common mistakes:
Errors Filing Taxes Electronically
Did you consider filing your taxes electronically? When filing your taxes electronically, you can avoid many common errors, which are corrected by the computer program. Depending on your income, you may qualify to use free electronic filing system of the IRS. Free File More information about the “e-file” is available on the website of the IRS .
Entering Mistakes on Tax Forms
Did you write the statement in print and clearly, or print your name, Social Security number and address including postal code in the tax return ? Note: If you are married but filing separately, do not include the name of your spouse designated for the name, address and Social Security number in the declaration fields.
Did you write down the names and Social Security numbers for yourself, your spouse (if they make a joint return), their dependents and children qualified for purposes of the earned income credit or child tax credit, exactly like those names and numbers are on Social Security cards? If there has been any change of name, be sure to contact the Social Security Administration, accessing http://www.ssa.gov/r by calling 1-800-772-1213.
Mistakes with Tax Exemptions
Did you check only one filing status declaration? Did you check the appropriate boxes exemption for all dependents claimed by you and scored the names and Social Security numbers exactly as those names and numbers are on the Social Security card for each person? Do I indicate the number full of exemptions claimed?
Mistakes on Tax Calculations
Did you write down the income, deductions and credits on the right lines? Are the totals correct? If your tax return shows a negative amount, did you write in the brackets? If you take the standard deduction and marked the boxes that indicate you or your spouse are age 65 or older or is blind, scored the correct standard deduction using the worksheet contained on the tax return? Did you correctly calculated the tax? If you used the correct tax tables for year 2014? Did you use the correct column for your filing status declaration?
Forgetting to Sign a Tax Return
Did you sign and date the return? If a joint return, does your spouse also signed and dated the declaration? Do you have a Form W-2 from each of your employers and attached to your statement Copy B of each Form W-2? If you have more than one job, combine wages and withholding taxes of all Forms W-2 to receive and report these amounts in a single statement. Did you append each Form 1099-R showing federal withholding tax? Did you attach to your return all required schedules and forms in sequence numerical order as shown in the upper right corner?
Correct Mailing Address with Tax Return
Did you use the correct mailing address to send your return, which can be found in the corresponding instruction booklet to your tax form? Did you include the corresponding postmark on the envelope? If you owe taxes, did you include a check or money order payable to “United States Treasury” with the return? Did you write on the check or money order, your name, address, Social Security number, phone number where we can reach you during the day, the tax form used and the tax year? If you receive a refund and requested direct deposit, did you check account numbers and circulation or transit of your bank? Did you keep a copy of the signed and dated tax return and all schedules and attachments for your records?
Some of the most common tax returns errors are:
- Social Security numbers missing or incorrect.
- The tax does not match recorded taxable income and filing status of the statement indicated in the statement.
- Miscalculations in determining taxable income, withholding and estimated tax payments, the Earned Income Tax Credit, the standard deduction for being age 65 or older or be blind, the taxable amount of Social Security benefits and credit care expenses for child and dependent. Furthermore, the identification numbers of child care providers are omitted or are incorrect.
- Withholding and estimated tax payments are recorded in the wrong line.
- Mathematical errors, both sum and subtraction.
Fixing Common Tax Return Errors
It is important to review the full statement as an error could delay the processing for a long time.