If you cannot afford a tax professional but need help filing your taxes, visit the IRS free file options or Volunteer Income Tax Assistance (VITA). Check out H&R Block’s tax checklist to help you prepare. Having last year’s return is also a good guide to help you wade through this year’s return. You’ll also need documentation of your charitable donations if you plan to itemize using Schedule A. Other needed items could include Form 1095 if you got coverage through the health insurance marketplace as well as any tuition, mortgage interest, and real estate tax receipts. Have receipts and documentation for these items. You’ll need records of your income, including W-2 income statements and 1099s for unemployment compensation, dividends, pension, annuity or retirement plan distributions. You also need this year’s Identity Protection Personal Identification Number if the IRS issued one for you. Make sure to have the personal information for your spouse and dependents, such as birth dates and Social Security numbers or taxpayer identification numbers. Returns with errors or missing information may require additional review, delaying your refund. Whether you’re filing online or with a tax professional, have all of your personal information and tax documents before filling out your return. You can also directly deposit into a traditional IRA or Roth IRA, a Health Savings Account (HSA), a Coverdell Education Savings Account (ESA), or an Archer MSA. You can also choose to directly deposit your refund into a TreasuryDirect account to purchase savings bonds or I bonds. You can get your refund deposited to a bank account, prepaid debit card, or mobile app so long as you have the corresponding routing and account numbers. Paper returns often take longer to process, even though the IRS has implemented some recent changes to speed up the process. If you’re relying on your refund, file early and electronically and use direct deposit for refunds to prevent delays. You can apply by mail or in person at designated IRS Taxpayer Assistance Centers (TACs) in the U.S.Ĭredit: Getty Images E-file and use direct deposit to avoid delays If you don’t have a Social Security number, then you can apply for an ITIN. Taxpayers need a tax identification number to file taxes typically, a Social Security number will suffice. You applied for a taxpayer identification number (ITIN) with your return. It can take us up to eight weeks to process Form 8379, Injured Spouse Allocation and potentially longer if you file the form with your tax return. If your tax refund was reduced to pay off your spouse’s debt, you can file an injured spouse claim to get your share of the refund by filing an injured spouse claim - if you weren’t responsible for the debt.ĭebts that are usually applicable for an injured spouse claim are past-due child support, debts to federal agencies, state income tax obligations, and state unemployment compensation debts. To find the status of your amended return, check a separate IRS website called “ Where’s My Amended Return?” It takes approximately 20 weeks to process paper and electronically-filed amended returns. If you are amending a tax return from the 2020, 2021, or 2022 tax season, you can file your amended return electronically. If you receive an updated tax form or have changes after your return has been filed and processed, you need to file an amended tax return. Although the IRS is making efforts to digitize and scan paper returns, they still require more time to review and process. Paper returns largely have to be manually reviewed. Around 90% of tax returns are electronically filed.
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