Checklist of Common Mistakes Made When Preparing Your Own Federal Income Tax Return

Preparing your own Federal Income Tax return can bethe totals correct?o If you have a negative amount on
very tricky and time consuming. It's even scarier whenyour income tax return, did you put brackets around
you think that if you make a mistake, you may veryit?o Did you figure the tax correctly? If you used the
well hear about it from the IRS somewhere down thetax tables, did you use the correct column for your
road. You may even owe money because of thatfiling status (for example, married filing jointly) to
mistake!determine your taxes?o Did you sign and date your
Preventing these mistakes in the first place is thereturn? If it is a joint return, your spouse must also sign
smart way to go when you are preparing your ownand date the income tax return.o Did you remember to
federal income tax return. To help you with this, here isattach Copy B of Form W-2 for each job to your
a list of the most common mistakes made by peopleincome tax return?o If you have any income tax
preparing their own federal income tax return:o If youwithheld from Form 1099-R, did you remember to
used the peel-off label that came with the blank returnattach a copy of the form to the return?o If you owed
sent to you by the IRS, did you make any correctionstax, did you remember to enclose a check and put
as needed, and did you remember to write in youryour social security number, tax form and year on
social security number in the space provided?o Didyour payment?o And last but not least: Did you
you enter your name, the name of your spouse andremember to make a copy of the signed income tax
any dependents EXACTLY as they appear on theirreturn and all schedules for your records?
respective social security cards? If there have beenBe sure to double check all addition and subtraction on
any name changes, you must notify the social securitythe tax return. Math errors are one of the most
administration immediately ( or 800-772-1213).o Did youfrequent mistakes reported by the IRS. You may want
check only ONE filing status (i.e., married filing jointly,to consider purchasing a tax preparation software
etc.)?o Did you check the appropriate exemptionprogram, rather than just preparing you income tax
boxes, and enter the dependents' names and socialreturn via pen and paper. These tax software
security numbers exactly as they appear on theirprograms are very inexpensive, especially when
social security cards?o Did you enter income,compared with having your return done by an
deductions and credits on the appropriate lines, and areaccountant, and they usually guarantee all calculations.