After you file

Again----we know nothing here about rebate offers from retailers.   But if one of the conditions of getting the rebate is to show that you e-filed, then you are going to wait a bit.   The IRS is not yet accepting e-files.   You cannot e-file yet.   And, even if TurboTax allows users to begin e-filing in early January, those early e-files just sit on a server for a few weeks until the IRS begins to accept/reject them.   You need to have all of your 2023 information in order before you file your tax return.   Do not rush to file just to get a little rebate for the software.

 

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, banks, lenders and other financial institutions may not have tax documents  such as 1099's and 1098's available until 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.**