Final Tips from The Tax Lady

by Dual Income No Kids on February 26, 2010 · 0 comments

Please leave us a comment for our book giveaway from The Tax Lady, Roni Deutch.

I could post for weeks on all of the great tips that Roni includes in your book, but this will be my last post before the big giveaway. I couldn’t leave out these great tips on a few common mistakes to look out for, and how to avoid delays in receiving your tax return:

Three tips to make sure you file accurately

  1. Use a computer to avoid someone having to interpret your handwriting.
  2. Be exact, rounding numbers is not favored by the IRS and will make your more likely to be audited.
  3. Maintain good records throughout the year (the Tax Lady covers this extensively)

Make sure you do the following to prevent delays:

  1. Signature – It seems obvious but happens more than you’d think
  2. Filing Status – Choosing the wrong one could cost you plenty as well as make your return disallowable.
  3. Social Security Number – It also seems like a no-brainer, but easy to get wrong.
  4. Allowable Exemptions – Make sure you include the right number of exemptions, you don’t want to miss out on these.
  5. Tax Forms – Make sure you add forms in the right order, while it seems small, it makes a big difference in having something review your taxes. If they are messy it makes it much harder for you to know that you did it right, and for someone to review.
  6. Check your check – That is right, if you are paying, make sure that your current contact information as well as your social security number are listed on your check. You don’t want yours to go missing.

Lastly, if you’ve found any of this week’s postings to be at all helpful, I would recommend going out and buying The Tax Lady’s Guide to Beating the IRS. I don’t often recommend buying the books that I review, but this would be an exception to that. Not only is there a great deal of information, but it is reader friendly and easy to find what you need most. At the end of the book she even lays out the fifty top tips.

Readers: Please leave us a comment for our giveaway, today is the last day to comment!

Happy Filing,

Miel

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