Tax Refund Checklist: Before You Hit Submit

Before you hit “submit” on your tax return, a short checklist can help you avoid slowdowns and unnecessary letters.

1. Personal info and dependents

  • Names and Social Security numbers match official records.
  • Birthdates and dependent relationships are correct.

2. Income completeness

  • All W-2s, 1099s, and other income forms are included.
  • Side gigs, tips, and online sales are reported where required.

3. Deductions and credits

  • Deductions you claim are backed by documentation in your records.
  • Credits are based on up-to-date eligibility rules for the current year.

4. Bank and contact info

Double-check routing and account numbers for direct deposit, along with your current address and email.

5. Final review

Use the built-in review tools in your software and pause to read any warnings before you file. Fixing an issue now is almost always easier than responding to a notice later.

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