Last-Minute Filing Tips: Avoid Common Mistakes Before April 15

The tax filing deadline is nearly here—April 15. If you’re rushing to file, it’s easy to make mistakes that can delay refunds or trigger IRS notices. Here’s how to avoid them:

1. Double-Check Personal Information

Make sure names, Social Security numbers, and bank account details are correct.

2. Report All Income

Missing a 1099 or forgetting freelance income can result in IRS penalties.

3. Maximize Credits & Deductions

Don’t overlook credits like the Child Tax Credit, Earned Income Credit, or education benefits.

4. File Electronically

E-filing reduces errors and speeds up refunds compared to paper filing.

5. If You Can’t File on Time—File an Extension

Use Form 4868 for a six-month extension, but remember: this extends filing, not payment.

Overwhelmed? Be Well & Co. can help you file accurately and on time. Don’t leave money on the table or risk penalties—book your filing support today.

Book a Discovery Call

This reminder is provided for educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional about your specific situation.

Written by Courtney A. Mallow, IRS-Registered Tax Preparer, Certified Fraud Examiner (CFE), Certified Personal Financial Wellness Consultant℠, and Founder of Be Well & Co. Financial Consulting. Courtney helps self-employed individuals, people living abroad, and global professionals align their money with their values.