Mistakes can happen when preparing a tax return — and that can cause delays or even rejected returns. Knowing what to lookout for can help you help your tax preparer to avoid errors.

Common errors

Here are some common errors you should look out for:

• Missing or inaccurate Social Security numbers: Each Social Security number on a tax return should appear exactly as printed on the Social Security card. It’s always best to provide your tax preparer with images of your family’s Social Security cards, if they are available, in order to prevent errors.
• Misspelled names: The name listed on a tax return should match the name on that person’s Social Security card.
• Incorrect filing status: Be sure to let your tax preparer know if there has been a change to your marital status in the last year. Marriages, divorces, separations, and deaths can all affect which filing status is appropriate for your situation.
• Incorrect bank account numbers: If you expect a refund, it’s best to receive that refund via direct deposit. Verify your account and routing numbers with your financial institution and double-check the accuracy of the numbers you provide your tax preparer.
• Unsigned forms: An unsigned tax return isn’t valid. For certain filing statuses, both spouses must sign a joint return. However, exceptions may apply for members of the Armed Forces or others who have a valid power of attorney.
• Filing with an expired individual tax identification number: If you have an expired ITIN, you should go ahead and file using the expired number. The IRS will process that return and treat it as a return filed on time. However, the IRS won’t allow any exemptions or credits on a return filed with an expired ITIN. Instead, you will receive a notice telling you to renew your number. Once you have done so, the IRS will process your return normally.

This article carries no official authority, and its contents should not be acted upon without professional advice. For more information about this topic, please contact our office.