We all want that maximum refund. But there are some common tax filing mistakes and errors that can cause refunds to be withheld or delayed. In order to keep those refunds on time, we want to share some errors and mistakes, so that you can be sure to avoid them this tax season!


Common Tax Filing Mistakes and Errors

No one wants any mistakes, but here are some of the most common mistakes that are made, and how you can fix these errors before penalties.


  1. Wrong social security numbers – Often, this can be one digit transposed or double fingering certain numbers. Be sure that all your social security numbers are correct on your W-2s or 1099s before you file. By double-checking all the W-2s, 1099s, and information that you are filing with can save time and headaches.
  2. Wrong name on forms – Having the wrong name or misspelled names on forms can lead to delayed filing. In order to ensure that you are not having to file extensions for filing, or missing the deadline by accident, check the names on your forms. If you are filing online, be sure to check that everything is spelled properly. Correcting these errors before submission will ensure that your return goes smooth, and no extensions are needed.
  3. Issues with math – If you are doing your return manually, there can sometimes be small errors with the math. Double and triple check all the numbers to be sure that they match each time. Errors in the arithmetic can mean that your refund is not correct. You might be owed more than you are claiming, or you might have to pay back a portion of what you received. Be sure that everything is 100% correct when manually doing your taxes.
  4. Using the wrong bank information – By incorrectly inputting the bank routing or account number, your refund will not be issued in a timely manner. It is possible to double key or to add additional numbers at times. Be sure before you submit that these numbers are correct.
  5. Not adding additional work – This might seem like nothing. However, when you get your 1099s, the IRS also has a copy. By not adding these smaller items, even if it is only $500, it can add up on you in the end. The threshold for earnings has changed, which you can check on the IRS website. By not including all of your earned income, this can come back in the form of penalties and fees, which add up. Be sure when you are adding your financial gains for the year, you account for them all!


Getting The Best Tax Return

By avoiding the above mentioned common tax filing mistakes and errors, you can gain the best refund available. Avoid those pitfalls that can cost you later! If you are in doubt of how to file or where to start, please feel free to reach out to us. We are available to answer all of your questions!