Common Tax Filing Mistakes (and How to Avoid Them) 

1. Wrong Social Security Numbers

Double-check that your name and Social Security number match exactly what’s on your Social Security card—for you, your spouse, and any dependents.

✅ Fix it: Triple-check entries, especially for new dependents or after name changes due to marriage or divorce.

2.  Filing Status Errors

Choosing the wrong filing status (like Single vs. Head of Household) can lead to a higher tax bill or a rejected return.

✅ Fix it: Use the IRS interactive tool or tax software to determine the correct status for your situation.

3.  Missing or Incorrect Bank Info

Want your refund fast? Enter the wrong routing or account number and you could delay—or lose—it.

✅ Fix it: Copy bank details directly from a check or your online banking app.

4.  Forgetting to Sign and Date

An unsigned return (paper or e-file) is considered incomplete and won’t be processed.

✅ Fix it: If filing jointly, both spouses must sign. For e-filing, use your PIN or adjusted gross income (AGI) to sign digitally.

5.  Overlooking Tax Credits and Deductions

Many miss out on credits like the Earned Income Tax Credit (EITC), Child Tax Credit, or education credits—leaving money on the table.

✅ Fix it: Use reliable tax software or a preparer to help you catch every credit you qualify for.

6.  Math Mistakes

Math errors are still one of the most common reasons returns get adjusted by the IRS.

✅ Fix it: Let tax software or a professional handle the calculations—it drastically reduces the chance of error.

7.  Missing the Filing Deadline

Late returns can mean penalties and interest, even if you’re owed a refund.

✅ Fix it: File by the April deadline or request an extension using Form 4868.