Jo Willetts, EA
Director, Tax Resources
Published on: January 14, 2022
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The good news is, there are thousands of dollars’ worth of tax credits this year for eligible taxpayers. The bad news is, if you don’t file your returns correctly, the IRS could delay your refund. That’s why it’s important to watch for these documents in the mail. If the numbers on your return don't match the amounts reported on these documents, it could delay your refund by weeks, even months. Here's what you need to know.
Look for the IRS logo and “Important Tax Documents” on the envelope.
No worries. Open an IRS account here to get copies.
Of course, depending on your situation, you may need other documents and receipts to file an accurate return, one that will get you every credit, deduction—and dollar—you deserve. Use this tool to customize your own personal checklist.
Taxes can be complicated. The best way to make sure you get your biggest refund, guaranteed, is to have an expert Tax Pro prepare your return. Find your nearest Tax Pro here.
About the Author
Jo Willetts, Director of Tax Resources at Jackson Hewitt, has more than 25 years of experience in the tax industry. As an Enrolled Agent, Jo has attained the highest level of certification for a tax professional. She began her career at Jackson Hewitt as a Tax Pro, working her way up to General Manager of a franchise store. In her current role, Jo provides expert knowledge company-wide to ensure that tax information distributed through all Jackson Hewitt channels is current and accurate.