Tax software can perform arithmetic while still using an incorrect input. A short review can catch problems that delay a refund or change the result.
Match the source forms
Compare wages, interest, retirement distributions, and withholding with the documents received.
Verify direct deposit
A transposed routing or account number can create a difficult payment problem.
Save the complete copy
Keep the filed return, schedules, confirmations, and supporting records in a secure location.
Sources
- Internal Revenue Service, Filing Season Tips and Recordkeeping.