Tax season has a reputation—and honestly, it’s earned it. But a little preparation now can save a lot of stress later. Whether you’re filing early or waiting until the deadline looms, the key is getting organized before you click “submit.”
Start with the Basics
Gather your documents early so nothing sneaks up on you:
- W-2s and 1099s
- Mortgage interest and student loan statements
- Records of charitable donations
- Childcare and education expenses
- Last year’s tax return (yes, it still matters)
Missing paperwork is one of the biggest reasons refunds get delayed—or returns get rejected altogether.
Double-Check Your Direct Deposit Details
If you’re expecting a refund, make sure the account information you provide is accurate and up to date. A simple typo can slow things down significantly. Having your refund deposited directly into your checking account is still the fastest and safest way to get your money.
Avoid Common Tax Mistakes
Some of the most common errors we see include:
- Filing too quickly without reviewing information
- Forgetting income from side jobs or gig work
- Overlooking deductions and credits
- Using outdated personal or banking information
- Taking a few extra minutes can make a big difference.
Member Perk Reminder
Nymeo members receive exclusive discounts on TurboTax and H&R Block, making it easier (and more affordable) to file with confidence. Tax season doesn’t have to be overwhelming. A little prep now means fewer headaches later—and a smoother path to your refund.
Category: Financial Literacy & Safety
