Tax Topic #303 |
2008 Tax Year |
Topic 303 - Checklist of Common Errors
When Preparing Your Tax Return
Before filing your return, review it to make sure it is correct and complete.
The following checklist may help you to avoid common errors:
- Did you consider filing your tax return electronically? By electronically
filing your tax return, many common errors may be avoided or corrected by
the computer software. Depending on your income, you may even qualify to e-file
for free by using IRS Free File.
- If you choose to file a paper return, did you use the peel–off label
and enter any corrections? If you used the label, did you enter your social
security number in the space provided?
- If you do not have a label, or there are too many corrections, did you
clearly print your name, social security number, and address, including zip
code directly on your return?
- Did you enter the names and social security numbers for yourself, your
spouse, your dependents, and qualifying children for earned income credit
or child tax credit, exactly as they appear on the social
security cards? If there have been any name changes be
sure to go to www.ssa.gov or call at 800–772–1213.
- Did you check only one filing status?
- Did you check the appropriate exemption boxes and
enter the names and social security numbers exactly as
they appear on the social security cards, for all of the dependents claimed?
Is the total number of exemptions entered?
- Did you enter income, deductions, and credits on the correct lines and
are the totals correct?
- If you show a negative amount on your return, did you put brackets around
it?
- If you are taking the standard deduction and checked any box indicating
either you or your spouse were age 65 or older or blind, did you find the
correct standard deduction using the worksheet in the Form 1040 Instructions or the Form 1040A Instructions?
- Did you figure the tax correctly? If you used the tax
tables, did you use the correct column for your filing status?
- Did you sign and date the return? If it is a joint return, did your spouse
also sign and date the return?
- Do you have a Form W-2 (PDF) from each of your
employers and did you attach Copy B of each to your return? File only one
return, even if you have more than one job. Combine the wages and withholdings
from all Form W-2's, on one return.
- Did you attach each Form 1099-R (PDF) that
shows federal tax was withheld?
- Did you attach all other necessary schedules and forms in sequence number
order shown in the upper right–hand corner?
- Did you use the pre-addressed envelope that came with your tax form booklet?
If you did not receive an envelope, check the section called "Where Do You
File?" in the tax instruction booklet or at www.irs.gov.
- Did you use a postage stamp on the envelope?
- If you owe tax, did you enclose a check or money order made payable to
the "United States Treasury" with the return and include your name, address,
social security number, daytime telephone number, tax form, and tax year on
the payment? For additional information, refer to Topic 158 ,
Ensuring Proper Credit of Payments.
- If you are due a refund and requested direct deposit did you check your
financial institution routing and account numbers?
- Did you make a copy of the signed return and all schedules for your records?
A few of the most common errors are:
- Incorrect or missing social security numbers.
- Incorrect tax entered based on taxable income and filing status.
- Computation errors in figuring the taxable income, withholding and estimated
tax payments, Earned Income Credit, Standard Deduction for age 65 or over
or blind, the taxable amount of social security benefits, and child and dependent
care credit. Also, missing or incorrect identification numbers for child care
providers.
- Withholding and estimated tax payments entered on the wrong line, and
- Math Errors. Both addition and subtraction.
It is important that you review your entire return because any errors may
delay the processing of your return.
Page Last Reviewed or Updated: December 22, 2008
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