Smoother Filing Tips
Tax Season 2026: Smart Tips for a Smoother Filing
1. Start Early & Stay Ready
Check for W-2s, 1099s, 1098s, and tax documents by early January.
Keep receipts and documentation organized year-round for deductions and credits.
2. Plan for Extended Deadlines
Mark April 15 for filing and payment, and October 15 for extended returns.
Estimated tax payments due quarterly—don’t miss them.
3. Watch Out for Law Shifts
Use 1099-MISC and 1099-NEC thresholds (now $2,000) as guidelines—not all income will trigger a form.
Factor in remittance-related taxes if sending large sums abroad.
4. Don’t Rush or Procrastinate
Filing early means faster refunds (especially with e-filing + direct deposit).
IRS staffing is expected to tighten—avoid filing close to deadlines.
5. Double-Check withholdings
Review your W-4 now—adjust for new tax law changes, life events, or business income to avoid surprises.
6. Keep Up with IRS Announcements
Particularly watch for IRS guidance in January 2026 about filing start dates and any last-minute changes.