After you file

TurboTax will let you e-file as of January 4.  They (and other tax software companies)   allow that to garner marketshare.  Even if you e-file then, your return will just sit on a server— going no place—-until the IRS begins to accept/reject e-files later in January. 

 

One of the options you can select when you are ready to file is to get a refund advance loan,    You do not receive any money until your e-file has been accepted by the IRS—-and the IRS will not begin to accept e-files until at least mid to late January.

 

And…..do not try to prepare a tax return without ALL of your income documents; you must include every 2023 W-2 on the same tax return.  Employers have until the end of January to issue W-2’s.   Wait until you have all of your W-2’s.  Clients, schools, Social Security, banks and other financial institutions may not have tax documents available until late January/early February.  ALL of your tax documents must be entered on the same Form 1040; do not file unless you have entered everything.

 

https://blog.turbotax.intuit.com/life/tax-documents-checklist-how-to-win-big-this-tax-season-53328/

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**