Filing & Forms
Accuracy & Records
Notices & Security
100

Avoid filing this way when you know additional tax forms are still coming.

What is filing too early?

100

Verify these identifying numbers for yourself and everyone claimed on the return.

What Social Security numbers?

100

Do not respond to suspicious tax-related texts, emails, or social-media messages because they may be this.

What is a phishing scam?

200

Include this wage statement even if you worked at the job only briefly.

What is a Form W-2?

200

Verify these two banking numbers before requesting direct deposit or electronic withdrawal.

What are the bank routing and account numbers?

200

Do not ignore this written communication from a federal or state tax agency.

What is an IRS or state tax notice?

300

Receiving more time to file generally does not give you more time to complete this obligation.

What is paying the tax due?

300

Use available support to get documents instead of doing this?

What is estimating or guessing?

300

When a tax agency sends a notice, review the details rather than automatically making this assumption.

What is assuming the notice is correct?