Whitehead Taxes - Resources

The hardest thing to understand in the world is the income tax.

Albert Einstein

LET WHITEHEAD TAXES TAKE THE CONFUSION OUT OF FILING INCOME TAXES !

RESOURCES

FAQ'S

WANT TO KNOW WHO TO CALL FOR YOUR REFUND STATUS?

Federal : 800-829-1040

New York State : 518-457-5149

or

www.IRS.gov/refunds

www.tax.ny.gov/pit/file/refund.htm

WAYS TO AVOID TAX TROUBLES

Verify your forms are correct.
Always verify that all of the information on your Form W-2 and all Forms 1099s correct and accurate.
Make sure your Social Security Number is correct.
Make sure that all social security numbers included on the return are correct. An incorrect Social Security Number can cause the return to be rejected.
Are you married? Maybe filing separate might be beneficial.
If you are married, try the married filing separate status for both spouses to see if the total from both returns results in paying less tax than filing a joint return.
Include all if any credits or deductions from the prior year.
It is important that you include any credits or deductions carried over from the prior year tax return. For example, capital losses can be carried over from one year to the next.
Are you single and you live with a qualifying individual?
If you are single and have a qualifying individual living with you, you may qualify for the head of household filing status.

These are just a few tips to help you avoid tax troubles. Whitehead Taxes is here to answer any questions you may have. We have your best interest in mind and we are here to help you.

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