Tax tip: Don't file until you get all necessary documents

Published On Jan 31, 2025, 6:00 AM

The IRS is advising taxpayers to wait to file their tax returns until they have received all necessary tax documents, such as W-2 and 1099 forms. Failing to have all documents can lead to delays in processing refunds if an amended return becomes necessary later. Taxpayers should make a checklist of expected forms and contact their employers or financial institutions if any are missing by mid-February, before the April 15 filing deadline.