1098 Mortgage Interest Statement1098 Mortgage Interest Statement
Alternative Minimum Tax (AMT)Alternative Minimum Tax (AMT)
Capital Gains TaxCapital Gains Tax
Capital LossCapital Loss
Child Tax CreditChild Tax Credit
Child and Dependent Care CreditChild and Dependent Care Credit
DependentDependent
Earned Income Tax Credit (EITC)Earned Income Tax Credit (EITC)
Estate TaxEstate Tax
Form 1040Form 1040
Income TaxIncome Tax
Itemized DeductionItemized Deduction
Standard DeductionStandard Deduction
Tax BracketTax Bracket
Tax CreditTax Credit
Tax DeductionTax Deduction
Tax FilingTax Filing
Tax Filing DeadlineTax Filing Deadline
Tax Filing ExtensionTax Filing Extension
Tax LiabilityTax Liability
Tax Loss HarvestingTax Loss Harvesting
Tax RefundTax Refund
Tax Refund Anticipation LoanTax Refund Anticipation Loan
Tax ReturnTax Return
Tax ShelterTax Shelter
Tax StatusTax Status
Tax WithholdingTax Withholding
W 9 FormW 9 Form
W-2W-2
Withholding AllowanceWithholding Allowance
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Tax Filing

Definition

The process of submitting your income and tax information to the government, typically done annually.

What to consider

  • Mark the deadline on your calendar and plan ahead.
  • Set aside time well before the deadline to prepare.
  • Avoid last-minute rushes to reduce stress and errors.

Real world scenarios

  • Terri prepares her taxes early using software, double-checking for any overlooked deductions or credits before e-filing.
  • Leon organizes receipts throughout the year, simplifying the process when tax season arrives and reducing his risk of missing documents.
  • When new tax laws pass, Dina updates her approach to maximize potential savings before the filing deadline.

Related terms

Alternative Minimum Tax (AMT)
Form 1040
Tax Refund Anticipation Loan
Standard Deduction
Child Tax Credit

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Taxes
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