Ten Last Minute Filing Tips
April 6, 2009 – TT-2009-66
With the tax filing deadline close at hand, the IRS offers ten tips for those still working on their tax returns:
- File Electronically – Consider filing electronically instead of using paper tax forms. If you file electronically and choose direct deposit, you can receive your refund in as few as 10 days.
- Check the Identification Numbers – When filing a paper return carefully check the identification numbers – usually Social Security numbers – for each person listed. This includes you, your spouse, dependents and persons listed in relation to claims for the Child and Dependent Care Credit or Earned Income Tax Credit. Missing, incorrect or illegible Social Security Numbers can delay or reduce a tax refund.
- Double-Check Your Figures – If you are filing a paper return, you should double-check that you have correctly figured the refund or balance due.
- Check the Tax Tables – If you are filing using the Free File Fillable Forms or a paper return you should double-check that you have used the right figure from the tax table.
- Sign your form – Taxpayers must sign and date their returns. Both spouses must sign a joint return, even if only one had income. Anyone paid to prepare a return must also sign it.
- Mailing Your Return – Use the coded envelope included with your tax package to mail your return. If you did not receive an envelope, check the section called "Where Do You File?" in the tax instruction booklet.
- Mailing a Payment – People sending a payment should make the check out to "United States Treasury" and should enclose it with, but not attach it to the tax return or the Form 1040-V, Payment Voucher, if used. The check should include the taxpayer’s Social Security number, daytime phone number, the tax year and the type of form filed.
- Electronic Payments – Electronic payment options are convenient, safe and secure methods for paying taxes. You can authorize an electronic funds withdrawal, or use a credit card or a debit card. For more information on electronic payment options, visit IRS.gov.
- Extension to File – By the April due date, taxpayers should either file a return or request an extension of time to file. Remember, the extension of time to file is not an extension of time to pay.
- IRS.gov – Forms and publications and helpful information on a variety of tax subjects are available around the clock on the IRS Web site at IRS.gov.