inman
 |
| Freerangestock |
- Wrong or missing Social Security numbers- The Social Security number on your return must match the number on your Social Security card.
- Wrong names and misspelled names- You must spell your name correctly and it needs to match the name on your Social Security card-otherwise the IRS will not accept your return. If you have changed your name since the last time you filed a return, you need to let the Social Security Administration know and get a new SS card with your updated name on it.
- Math errors-Your math needs to add up. This really isn’t an issue if you file electronically because the software program does the math for you, but if you file on paper make sure to double check your math.
- Wrong bank account numbers-The IRS will directly deposit your return into your bank account but they cannot do that if you provide the wrong account number.
- Forms are not signed and/or dated-The return is invalid if not signed and make sure that both spouses sign a joint return.
- Electronic signature errors-If you file online the IRS will have you sign the return with a PIN number. For security reasons the IRS software will ask you to provide your Adjusted Gross Income from your return last year. This should be the AGI from the original return that you filed and not a corrected number from an amended return. You are able to use last year’s PIN if you e-filed last year and remember it.
- Filing status errors-You can file your return as either single, married filing jointly, married filing separately, head of household, or qualifying widow(er) with dependent child. This is usually clear cut and easy to determine but not always. If filing electronically the software can help you determine how you should file.
- Errors in figuring credits and deductions-This is where tax filing can get difficult. A mistake can cost you extra taxes or prevent you from getting your proper refund.