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Nine Common Filing Errors to Avoid
The IRS encourages taxpayers to
file an accurate tax return. If a
taxpayer makes an error on
their return, it will likely take
longer for the IRS to process it.
This could delay a refund.
Avoid many common errors by
filing electronically. IRS e-file is
the most accurate way to file
a tax return. All taxpayers can
use IRS Free File at no cost.
Here are nine common errors to
avoid when preparing
a tax return:
Missing or Inaccurate
Social Security
Numbers.
•Be sure to enter each SSN on
a tax return exactly as printed
on the Social Security card.
Misspelled Names.
•Spell all names listed on
a tax return exactly as listed
on that individual’s Social
Security card.
Filing Status Errors.
•Some people claim the wrong
filing status, such as Head of
Household instead of Single.
•The Interactive Tax Assistant
on IRS.gov can help taxpayers
choose the correct status. E-
file software also helps
prevent mistakes.
Math Mistakes.
•Math errors are common.
They range from simple
addition and subtraction to
more complex items.
Transactions like figuring the
taxable portion of a pension,
IRA distribution or Social
Security benefits are more
difficult and result in more
errors.
•Taxpayers should always
double check their math.
Better yet, tax preparation
software does it automatically,
so file electronically.
Errors in
Figuring Tax Credits or
Deductions.
•Filers can make mistakes
figuring their Earned
Income Tax Credit, Child and
Dependent Care Credit, the
standard deduction and
other items. Taxpayers need
to follow the instructions
carefully.
•For example, if a taxpayer is
age 65 or older, or blind,
they should be sure to claim
the correct, higher standard
deduction.
The IRS Interactive Tax
Assistant can help
determine if a taxpayer is
eligible for tax credits or
deductions.
Incorrect Bank Account
Numbers.
•The IRS strongly urges all
taxpayers who have a
refund due to choose direct
deposit. It’s easy and
convenient. Be careful to
use the right routing and
account numbers on
the tax return. The fastest
and safest way to get a
refund is to combine e-file
with direct deposit.
Forms Not Signed.
• An unsigned tax return
is like an unsigned
check – it’s not valid.
Both spouses must
sign a joint return.
Taxpayers can avoid
this error by filing
their return
electronically. Sign an
e-filed tax return
digitally before
sending it to the IRS.
Electronic Filing PIN
Errors.
• When e-filing, the taxpayer signs
and validates the tax return
electronically with a prior-year Self-
Select Personal Identification
Number. If they do not have or
know their PIN, they should enter
the Adjusted Gross Income from
their 2015 tax return originally filed
with the IRS. Taxpayers should keep
a copy of their tax return.
• Beginning in 2017, taxpayers using a
software product for the first time
may need their Adjusted Gross
Income (AGI) amount from their
prior-year tax return to verify their
identity. Taxpayers can learn more
about how to verify their identity
and electronically sign tax returns
at Validating Your Electronically
Filed Tax Return. Do not use the AGI
amount from an amended return or
a return that the IRS corrected.
Filing with an expired
ITIN.
•A tax return filed with an
expired Individual Tax
Identification Number (ITIN)
will be processed and treated
as timely filed, but will be
processed without any
exemptions or credits claimed.
Taxpayers will receive a notice
from the IRS explaining that an
ITIN must be current before
any refund is paid. Once the
ITIN is renewed, exemptions
and credits are processed and
any allowed refund paid.
ITIN expiration and
renewal information is
available on IRS.gov
Additional IRS Resources:
• Interactive Tax Assistant
• IRS Free File
• IRS Tax Map
• IRS Tax Trails
• Get Your Electronic Filing PIN
IRS YouTube Videos:
• Welcome to Free File – English
• Tax Return Errors – Tips to Avoid
Them – English | Spanish | ASL
PMMBA, LLC
OFFICE MANAGEMENT SYSTEMS
www.pmmba.biz © 2017

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Nine Common Filing Errors to Avoid

  • 1. Nine Common Filing Errors to Avoid The IRS encourages taxpayers to file an accurate tax return. If a taxpayer makes an error on their return, it will likely take longer for the IRS to process it. This could delay a refund. Avoid many common errors by filing electronically. IRS e-file is the most accurate way to file a tax return. All taxpayers can use IRS Free File at no cost. Here are nine common errors to avoid when preparing a tax return:
  • 2. Missing or Inaccurate Social Security Numbers. •Be sure to enter each SSN on a tax return exactly as printed on the Social Security card. Misspelled Names. •Spell all names listed on a tax return exactly as listed on that individual’s Social Security card. Filing Status Errors. •Some people claim the wrong filing status, such as Head of Household instead of Single. •The Interactive Tax Assistant on IRS.gov can help taxpayers choose the correct status. E- file software also helps prevent mistakes.
  • 3. Math Mistakes. •Math errors are common. They range from simple addition and subtraction to more complex items. Transactions like figuring the taxable portion of a pension, IRA distribution or Social Security benefits are more difficult and result in more errors. •Taxpayers should always double check their math. Better yet, tax preparation software does it automatically, so file electronically. Errors in Figuring Tax Credits or Deductions. •Filers can make mistakes figuring their Earned Income Tax Credit, Child and Dependent Care Credit, the standard deduction and other items. Taxpayers need to follow the instructions carefully. •For example, if a taxpayer is age 65 or older, or blind, they should be sure to claim the correct, higher standard deduction. The IRS Interactive Tax Assistant can help determine if a taxpayer is eligible for tax credits or deductions. Incorrect Bank Account Numbers. •The IRS strongly urges all taxpayers who have a refund due to choose direct deposit. It’s easy and convenient. Be careful to use the right routing and account numbers on the tax return. The fastest and safest way to get a refund is to combine e-file with direct deposit.
  • 4. Forms Not Signed. • An unsigned tax return is like an unsigned check – it’s not valid. Both spouses must sign a joint return. Taxpayers can avoid this error by filing their return electronically. Sign an e-filed tax return digitally before sending it to the IRS. Electronic Filing PIN Errors. • When e-filing, the taxpayer signs and validates the tax return electronically with a prior-year Self- Select Personal Identification Number. If they do not have or know their PIN, they should enter the Adjusted Gross Income from their 2015 tax return originally filed with the IRS. Taxpayers should keep a copy of their tax return. • Beginning in 2017, taxpayers using a software product for the first time may need their Adjusted Gross Income (AGI) amount from their prior-year tax return to verify their identity. Taxpayers can learn more about how to verify their identity and electronically sign tax returns at Validating Your Electronically Filed Tax Return. Do not use the AGI amount from an amended return or a return that the IRS corrected. Filing with an expired ITIN. •A tax return filed with an expired Individual Tax Identification Number (ITIN) will be processed and treated as timely filed, but will be processed without any exemptions or credits claimed. Taxpayers will receive a notice from the IRS explaining that an ITIN must be current before any refund is paid. Once the ITIN is renewed, exemptions and credits are processed and any allowed refund paid. ITIN expiration and renewal information is available on IRS.gov
  • 5. Additional IRS Resources: • Interactive Tax Assistant • IRS Free File • IRS Tax Map • IRS Tax Trails • Get Your Electronic Filing PIN IRS YouTube Videos: • Welcome to Free File – English • Tax Return Errors – Tips to Avoid Them – English | Spanish | ASL
  • 6. PMMBA, LLC OFFICE MANAGEMENT SYSTEMS www.pmmba.biz © 2017