2024 Tax Preparation Checklist: Maximize Your Refund
(Fast & Easy)
PERSONAL INFORMATION
Before you begin, make sure you have:
- Social Security Numbers for you, your spouse, and dependents.
- Valid ID (Driver's License, State ID, or Passport).
- Bank Account and Routing Number for direct deposit of refunds.
💡Did You Know?
You can pay for your tax filing service with your refund! No need for a credit card upfront.
Income Documents
Ensure your tax return is accurate!
- W-2s from all jobs (if applicable) and W-2G forms for any gambling winnings.
- 1099 Forms for freelance or side gig income.
- SSA-1099 for Social Security benefits.
- 1099-R for retirement or pension income.
- Investment income statements and any other income documentation (e.g., 1099-INT, 1099-DIV).
💡Did You Know?
Unlike other tax software, FileYourTaxes.com charges no hidden fees or surprise upgrades, so you're always getting the best service upfront.
DEDUCTIONS AND CREDITS
Ensure you have everything you need to claim the deductions and credits you deserve:
- Mortgage Interest (1098).
- Medical Expenses (for itemized deductions).
- Charitable Donation Receipts.
- Education Costs (1098-T and student loan interest statements).
SELF-EMPLOYED OR BUSINESS INCOME
To maximize deductions, make sure you have:
- Profit and Loss Statement.
- Receipts for Business Expenses (supplies, equipment, home office costs).
- 1099-NEC for payments from clients.
- Record of Estimated Tax Payments (if applicable).
💡Did You Know?
You'll never see ads or upsell offers while using FileYourTaxes.com. We're all about getting you through the process as fast and smoothly as possible.
When Will I Get My Tax Refund in 2025?
We know you want your refund fast, so here's what to expect for your 2024 tax returns filed in 2025:
- Filing Your Return: As soon as you have all your tax documents, e-file to get your refund fast.
- Return Received: The IRS typically processes e-filed returns within 24-48 hours.
- Refund Approved: 9 out of 10 e-filed refunds are typically approved within 21 days. Delays can happen if there are any issues.
- Refund Sent: Direct deposit refunds arrive within a few days of approval, but paper checks take longer.
2025 Estimated Refund Schedule
This is an estimated timeline to help you anticipate when your 2025 tax refund may arrive. These dates are based on historical IRS processing times and are provided as a general guide:
💡Did You Know?
Using direct deposit and e-filing is the quickest way to get your refund. You can also track your refund status using the IRS Where's My Refund Tool at IRS.gov/refunds.
Helpful Tips to Get Your Refund Faster:
- E-file early and double-check your info to avoid delays.
- Use direct deposit for the fastest refund.
- Track your refund status using the IRS Where's My Refund Tool at IRS.gov/refunds.
💡Did You Know?
We're here to help! If you need assistance, just email our support team at support@FileYourTaxes.com or check out our FAQ page.
Important Disclaimer: These dates are estimates and should only be used as a general guide. Actual refund timing may vary based on when you file your return, whether it contains errors, whether additional documentation is required, or if you claim specific credits (e.g., Earned Income Tax Credit). The IRS typically issues most e-filed refunds within 21 days of accepting the return, but this timeline is not guaranteed. For the most current information regarding your refund, including IRS processing updates, visit the IRS Operations: Status of Mission-Critical Functions page.
