The Ukiah Daily Journal

Common missing items equal delays

- By James Angell James Angell is a Willits based Certified Public Accountant. His office is located at 461 S. Main St. and he can be reached at 707-459-4205.

Double-check this list of items that often cause delays with both filing your tax return and getting your much-anticipate­d refund.

Missing W-2 or 1099. Using last year's tax return, make a list of W-2s and 1099s. Then use the list to ensure they are received and applied to your tax return. Remember, missing items will be caught by the IRS'S matching program.

Missing or invalid Social Security number. Efiled tax returns will come to a screeching halt with a missing or invalid number.

Dependent already claimed. Your return cannot be filed if there is a conflict in this area.

Name mismatch. If recently married or divorced, make sure your last name on your tax return matches the one on file with the Social Security Administra­tion.

No informatio­n for a common deduction. If you claim a deduction, you will need to provide support to document the claim.

Missing cost informatio­n for transactio­ns. Brokers will send you a statement of sales transactio­ns. If you do not also provide your cost and purchase informatio­n, the tax return cannot be filed.

Not reviewing your return and signing your efile approval. The sooner you review and approve your tax return, the sooner it can be filed.

Forms with no explanatio­n. If you receive a tax form, but have no explanatio­n for the form, questions could arise. For instance, if you receive a retirement account distributi­on form it may be deemed income. If it is part of a qualified rollover, no tax is due. An explanatio­n is required to file your informatio­n correctly.

Hopefully by knowing these commonly missed pieces of informatio­n, you can prepare to have your tax filing experience be a smooth one.

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