post file tips

Thank you for choosing L & M Tax Plus. Follow these post-filing tax tips to wrap up tax season.

 

Here are some post-filing tax tips:

• Keep Records: Store copies of your tax return and supporting documents for at least three years.

• Monitor Your Refund or Pay Taxes: Check your federal refund status online for updates. If you owe taxes, make your payments. Visit your state tax agency’s website to manage your refund and tax obligations.  ​

• ​Review Your Withholding: Adjust your withholding for the next year based on your tax situation.

• Consider Retirement Contributions: Maximize contributions to optimize potential tax benefits for next year.

• Plan for Next Year: Start organizing documents and receipts for the upcoming tax year.