Advice for Last-Minute Filers04.11.14
April 15 is the deadline for taxpayers who still need to file their 2013 income tax
returns. Rushing at the last minute can lead to error, so we’ve got some tips
to make sure you get your taxes done on time and correctly.
- Gather all necessary tax documents – Make sure to locate all your
tax documents, including: W-2s, any 1099s, records of expenses such as tuition
and associated fees for yourself, spouse and dependents. Be sure to include any
mortgage interest and real estate taxes, charitable contributions and medical
expenses as well. Using a copy of last year’s return may also help in gathering
your records. Jackson Hewitt provides an online checklist of items needed
for filing a tax return.
- File electronically – E-file your tax return when you
file this year. Not only is it faster and more accurate, e-filing is also safer
by providing a confirmation of receipt, so taxpayers know their returns have
been received before the deadline. Jackson Hewitt offers free e-filing with
paid tax preparation.
overlook any deductions and credits – In addition to the tax
law changes, don’t forget about any life changes that may drive new tax
benefits. If you got married, divorced or adopted a child / children this year,
make sure the name with the Social Security Administration matches the name on
all identification and income information.
about extensions – By requesting an extension, you can postpone your
return until October 15, 2014. Taxpayers should keep in mind that an extension
does not give additional time to pay any taxes owed. A professional tax
preparer can help assess whether there are taxes due and determine whether
filing an extension is needed.
already filed but are thinking that you may have missed something, your local
Jackson Hewitt office can give you a Return Re-checkSM and let you
know if you missed any deductions or credits that could lead to a larger
refund.* Good luck!
*Free review pertains to tax returns that were
self-prepared or done by another tax preparation company or individual. If
errors or missed deductions or credits are found, there is a fee to file an
amended return. Most offices are independently owned and operated.