Top 5 things to remember to speed tax return processing and avoid delays!
1. For an accurate return, collect all documents before preparing your tax return. In addition to collecting W-2s, Form 1099s and other income-related statements, it is important people have their advance Child Tax Credit and Economic Impact Payment information on hand when filing.
2. File an accurate return and use e-file and direct deposit to avoid delays. Taxpayers should electronically file and choose direct deposit.
3. Use online resources before calling the IRS. Phone demand on IRS assistance lines remains at record highs. To avoid lengthy delays, the IRS urges people to use IRS.gov to get answers to tax questions, check a refund status or pay taxes.
4. In order to validate and successfully submit an electronically filed tax return to the IRS, taxpayers need their Adjusted Gross Income, or AGI, from their most recent tax return. For those waiting on their 2020 tax return to be processed, enter $0 for last year’s AGI. For those who used a Non-Filer tool in 2021 to register for an advance Child Tax Credit or third Economic Impact Payment in 2021, enter $1 for last year's AGI. Everyone else should enter their prior year’s AGI from last year’s return.
5. Utilize free resources available online. The IRS has many options for free help, including many resources on IRS.gov. Qualified taxpayers can also find free one-on-one tax preparation help around the nation through the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs.