Essential Steps After Filing Your Tax Return

Relieve, But Not Done Yet

The moment you submit your tax return can feel like a weight has been lifted. However, the tax season isn't entirely over. Taking additional actions post-filing can ensure a smooth experience and help you avoid surprises.

Confirm Filing Status

It's vital to double-check that the IRS has received your return. Use the IRS “Where’s My Refund” tool or check your e-filing confirmation if you filed electronically. Keeping informed helps mitigate any future surprises or issues.

Prepare for Next Year

Assess whether your tax withholding needs adjustments or if you should begin estimated tax payments, particularly for those who are self-employed. Early tax planning can maximize deductions and minimize liabilities.

Organize Tax Documents

Secure and organize important tax documents like W-2s, 1099s, and supporting schedules. Consider both digital and physical storage solutions to keep your records handy for any IRS inquiries.

Taking these actions—tracking your return, organizing your paperwork, or starting your tax prep for next year—ensures you're well-prepared for any situation.