The IRS encourages taxpayers to file an accurate tax return. If a taxpayer
makes an error on their return, it will likely take longer for the IRS to
process it. This could delay a refund. Avoid many common errors by filing
electronically. IRS e-file is the most accurate way to file a tax return. All
taxpayers can use IRS
Free File at no cost.
Here are nine common errors to avoid when preparing a tax return:
1. Missing or Inaccurate Social Security Numbers. Be
sure to enter each SSN on a tax return exactly as printed on the Social
Security card.
2. Misspelled Names. Spell all names listed on a tax
return exactly as listed on that individual’s Social Security card.
3. Filing Status Errors. Some people claim the
wrong filing status, such as Head of Household instead of Single. The Interactive
Tax Assistant on IRS.gov can help taxpayers choose the correct status.
E-file software also helps prevent mistakes.
4. Math Mistakes. Math errors are common. They
range from simple addition and subtraction to more complex items. Transactions
like figuring the taxable portion of a pension, IRA distribution or Social
Security benefits are more difficult and result in more errors. Taxpayers
should always double check their math. Better yet, tax preparation software
does it automatically, so file electronically.
5. Errors in Figuring Tax Credits or Deductions.
Filers can make mistakes figuring their Earned
Income Tax Credit, Child and Dependent Care Credit, the standard deduction
and other items. Taxpayers need to follow the instructions carefully. For
example, if a taxpayer is age 65 or older, or blind, they should be sure to
claim the correct, higher standard deduction. The IRS Interactive
Tax Assistant can help determine if a taxpayer is eligible for tax credits
or deductions.
6. Incorrect Bank Account Numbers. The IRS
strongly urges all taxpayers who have a refund due to choose direct deposit.
It’s easy and convenient. Be careful to use the right routing and account
numbers on the tax return. The fastest and safest way to get a refund is to
combine e-file with direct deposit.
7. Forms Not Signed. An unsigned tax return is
like an unsigned check – it’s not valid. Both spouses must sign a joint return.
Taxpayers can avoid this error by filing their return electronically. Sign an e-filed
tax return digitally before sending it to the IRS.
8. Electronic Filing PIN Errors. When e-filing, the
taxpayer signs and validates the tax return electronically with a prior-year
Self-Select Personal Identification Number. If they do not have or know their
PIN, they should enter the Adjusted Gross Income from their 2015 tax return
originally filed with the IRS. Taxpayers should keep a copy of their tax
return.
Beginning in 2017, taxpayers using a software product for the first time may
need their Adjusted Gross Income (AGI) amount from their prior-year tax return
to verify their identity. Taxpayers can learn more about how to verify their
identity and electronically sign tax returns at Validating
Your Electronically Filed Tax Return. Do not use the AGI amount from an
amended return or a return that the IRS corrected.
9. Filing with an expired ITIN. A tax return filed
with an expired Individual Tax Identification Number (ITIN) will be processed
and treated as timely filed, but will be processed without any exemptions or
credits claimed. Taxpayers will receive a notice from the IRS explaining that
an ITIN must be current before any refund is paid. Once the ITIN is renewed,
exemptions and credits are processed and any allowed refund paid. ITIN expiration
and renewal information is available on IRS.gov
Additional IRS Resources:
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