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What are the most common tax filing mistakes?

1. 📅 Procrastination: Racing Against the Clock 🕒

3. 🗂️ Incomplete Documentation: The Missing Puzzle Pieces 🧩

2. 📋 Wrong or Missing Information: The Name Game 🖋️

 Mistake: Waiting until the last minute to file your taxes.


Fix: Get started early to give yourself plenty of time to gather documents and handle any surprises. 

2. 📋 Wrong or Missing Information: The Name Game 🖋️

3. 🗂️ Incomplete Documentation: The Missing Puzzle Pieces 🧩

2. 📋 Wrong or Missing Information: The Name Game 🖋️

 Mistake: Entering incorrect information like names, Social Security numbers, or bank account details.


Fix: Double (or triple!) check all entries. 

3. 🗂️ Incomplete Documentation: The Missing Puzzle Pieces 🧩

3. 🗂️ Incomplete Documentation: The Missing Puzzle Pieces 🧩

4. 📊 Mathematical Errors: The Slippery Slope of Sloppy Math ➕➖✖️➗

 Mistake: Forgetting to include W-2s, 1099s, and other necessary forms.


Fix: Make a checklist of all documents you'll need and tick them off as you go. 

4. 📊 Mathematical Errors: The Slippery Slope of Sloppy Math ➕➖✖️➗

5. 👶 Wrong Filing Status: Are You Single, Married, or It's Complicated?💍

4. 📊 Mathematical Errors: The Slippery Slope of Sloppy Math ➕➖✖️➗

 Mistake: Incorrect calculations on your returns.


Fix: Use a calculator and double-check your math. Better yet, use tax software that does the calculations for you. 

5. 👶 Wrong Filing Status: Are You Single, Married, or It's Complicated?💍

5. 👶 Wrong Filing Status: Are You Single, Married, or It's Complicated?💍

5. 👶 Wrong Filing Status: Are You Single, Married, or It's Complicated?💍

 Mistake: Choosing the wrong filing status, like "Single" instead of "Head of Household."


Fix: Review what each filing status means and choose the one that accurately reflects your situation. 

6. 💸 Missing Out on Deductions & Credits: Leaving Money on the Table 💵

5. 👶 Wrong Filing Status: Are You Single, Married, or It's Complicated?💍

5. 👶 Wrong Filing Status: Are You Single, Married, or It's Complicated?💍

 Mistake: Forgetting to claim eligible deductions or tax credits.


Fix: Make a list of possible deductions and credits, like education expenses or energy-efficient home improvements, and see which ones you qualify for. 

7. 📬 Mailing Mishaps: Lost in Transit 💌

8. 📝 Not Keeping Copies: The "Oops, Did I Do That?" Moment 📄

8. 📝 Not Keeping Copies: The "Oops, Did I Do That?" Moment 📄

Mistake: Sending your return to the wrong address or not using sufficient postage.


Fix: Verify the mailing address for your state and type of form. Use certified mail or electronic filing to ensure your return gets to its destination. 

8. 📝 Not Keeping Copies: The "Oops, Did I Do That?" Moment 📄

8. 📝 Not Keeping Copies: The "Oops, Did I Do That?" Moment 📄

8. 📝 Not Keeping Copies: The "Oops, Did I Do That?" Moment 📄

Mistake: Failing to keep a copy of your filed tax return and supporting documents.


Fix: Always keep a digital or hard copy for your records.  

9. 🖊️ Signature Snafus: The Autograph No One Talks About 📝

8. 📝 Not Keeping Copies: The "Oops, Did I Do That?" Moment 📄

Mistake: Forgetting to sign and date your return.


Fix: Before sealing that envelope or clicking "submit," make sure you (and your spouse, if filing jointly) have signed. 

10. 📮 Missing the Deadline: The "Oh, Was That Today?" 📅

10. 📮 Missing the Deadline: The "Oh, Was That Today?" 📅

Mistake: Missing the filing deadline, usually April 15th unless holiday or a weekend.


Fix: If you can't make it, file for an extension. But remember, an extension to file is not an extension to pay! 

our weekly blog:

tax deadlines

Coming Soon!

Give the Gift of Smartbiz Automations Fun Stickers

Get fun custom T-Shirt with a dachshund you had rescued when approved by a Diamond Dachshund. 


You can get a T-Shirt from Smartbiz Automations with your dog's logo - a perfect gift for anyone who could use a little help with their taxes and looking for a life companion!

Buy a Sticker

How your donations can help?

Important Reminders:

new tax rates

more reminders

Do I need to Fill in Form 6251 Schedule 2, Line 1?

Do I need to Fill in Form 6251 Schedule 2, Line 1?

how much do you need to retire?

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