After you file

TurboTax will let you e-file as of some time on January 4.  They (and other tax software companies)   allow that to garner marketshare.  Even if you e-file early, your return will just sit on a server— going no place—-until the IRS begins to accept/reject e-files later in January.   Before you hurry to e-file, make sure you have entered everything correctly and completely, because once your e-file is pending on the server, it is trapped and you cannot change anything.  

 

And…..do not file 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.

**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.**