Tax Planning

Tips To Avoid Tax Refund Delays

Tax season is here, so it’s time to start thinking about how you plan to file. There’s a lot to consider when filing taxes, least of which is how you can avoid tax refund delays. At Doane & Doane, we want to help you have a stress-free tax season. So we’re sharing some essential tips to assist you in getting your refund as quickly as possible. 

Read on to learn what you can do to make that happen. And if you need an experienced tax refund lawyer to help you this tax season, don’t hesitate to give us a call.

Make Sure All Your Documents Arrive before Filing

If you wait until the last minute to file your tax return, it’s likely that you will have a hard time getting all of your documents in order. You should always file as early as possible and get everything together first. This is especially true if you are expecting a refund. 

One of the most common reasons for tax refund delays is when filers forget to complete one or more sections of the form, such as taxpayer identification number or date of birth. The simplest mistakes can cost you significant delays, so always be sure to go over each line and look for errors or missing information.

The IRS needs all information to process your return correctly, so make sure you have everything before finalizing your online filing. If you need additional help completing the forms, contact an accountant or tax professional who can assist you with these details.

File Online

It’s easy to file your taxes online with a few clicks. Usually, you can start filling out the form before you have all of your documents and then save it as a draft. When you’re done gathering everything, you can go back and fill in the missing information.

Electronic filing is almost certain to get you your refund faster than other methods. If you need help with this, contact Doane & Doane to speak with a tax refund lawyer. We will make sure that you file correctly.

Make Sure You Sign Your Return

One of the most important steps in filing your taxes is making sure you sign your return. The IRS will not process your return if they cannot confirm your signature. It’s important to sign because it helps verify that you, in fact, filed the return. Unfortunately, it’s a common mistake that many people make. And since the IRS will not process refunds for unverified returns, you’ll have to wait even longer for a refund because the IRS has to do more work when they receive an unsigned return.

Claim the Correct Dependents

One of the most common mistakes that people make is forgetting to claim an eligible dependent. Generally, when a person can be claimed as a dependent on someone else’s tax return, they need to provide less than one-half of their own support and not have claimed themselves as a dependent on another tax return.

In order to claim someone as a dependent, they should have lived with you for more than half the year, and you must both be citizens or residents of the United States. If you’re not sure whether a dependent qualifies, speak with a tax refund lawyer first before proceeding. At Doane & Doane, we can make sure that you follow the proper channels and fill out your form correctly in order to avoid any potential delays in your refund.

What about Child Tax Credit and Stimulus Payments?

One of the most common mistakes people make when trying to claim their tax refund is reporting their child tax credit and stimulus payments inaccurately. This is a critical step for getting your money faster. 

The Child Tax Credit (CTC) is designed to help families with children by providing additional income to offset the cost of raising a child. The CTC is calculated based on your income, number of children, and age of the children. 

Stimulus checks are not considered income. Therefore, you do not have to pay taxes on them. Moreover, stimulus payments don’t affect your refund in any way. So you shouldn’t expect to get more or less back on your refund if you received a stimulus check.

Speak with a Tax Refund Lawyer at Doane & Doane

Hiring an experienced tax refund lawyer through Doane & Doane will ensure that you receive comprehensive assistance with your taxes. We’ll make sure that you file correctly and will help you avoid delays in getting your refund. So feel free to contact our law office today at 561-656-0200. If you prefer, you can always complete our contact form to get started.

The information in this blog post is for reference only and not legal advice. As such, you should not decide whether to contact a lawyer based on the information in this blog post. Moreover, there is no lawyer-client relationship resulting from this blog post, nor should any such relationship be implied. If you need legal counsel, please consult a lawyer licensed to practice in your jurisdiction.