As we look ahead to the 2025 tax season, the Internal Revenue Service (IRS) is encouraging taxpayers to start their preparations early. With the busy season just around the corner, taking simple, proactive steps now can ensure a smooth and efficient filing experience.
The IRS’s “Get Ready” campaign is designed to help everyone get a head start on the upcoming filing season. Whether you’re a first-time filer or an experienced taxpayer, the IRS offers helpful online tools and reminders to ensure that you’re prepared and ready to file your 2024 federal tax returns when the time comes.
1. Access Your IRS Online Account for Easy Tax Management
One of the best ways to stay organized for the upcoming tax season is by accessing your IRS Online Account. This tool allows you to view essential tax information, including details from your most recent tax return and wage records. You can even request an Identity Protection PIN (IP PIN) and make tax payments directly through your account. New users should have a photo ID ready to verify their identity before creating their account.
2. Organize Your Tax Documents
Well-organized tax records are essential for a smooth filing process and can help identify any overlooked deductions or credits. Start gathering all necessary forms, such as W-2s and other income statements. It’s also a good time to review any life changes—like a move or a name change—that should be reported to the IRS or Social Security Administration to avoid delays.
3. Check Your Withholding Status
The IRS Tax Withholding Estimator is a great tool to help ensure that the correct amount of tax is withheld from your paychecks. If you owed taxes or received a large refund last year, this is especially important. Make sure to check your withholding status before the end of 2024, and update your Form W-4 with your employer if necessary.
4. Get Your Refund Faster with Direct Deposit
For taxpayers expecting a refund, choosing direct deposit is the fastest and most secure way to receive it. With direct deposit, your refund goes straight to your bank account, reducing the risk of delays, theft, or lost checks. If you don’t have a bank account, consider opening one with a participating FDIC-insured bank or credit union.
5. Volunteer to Help Others
If you’re looking for a way to give back, consider volunteering for the IRS’s Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) programs. These programs provide free tax preparation services to eligible taxpayers and are a great way to make a positive impact in your community.
6. Explore IRS Resources and Tools
The IRS provides a wealth of resources on IRS.gov, including online tools that are available 24/7. These tools can help you track refunds, pay taxes, and get answers to your questions. Be sure to bookmark these tools for easy access when the tax season arrives.
7. Choosing the Right Tax Professional
If you need assistance with your taxes, it’s important to choose a skilled and trustworthy professional. The IRS Directory of Federal Tax Return Preparers can help you find qualified tax professionals in your area. Whether you choose a certified public accountant, an enrolled agent, or another credentialed professional, make sure they have the experience to handle your needs.
Preparing early for the 2025 filing season can save you time and stress down the road. By taking advantage of the IRS’s online tools and getting your documents in order now, you’ll be well on your way to a smooth tax season next year.