Sail Smooth – 5 Tips to Glide Past IRS Tax Return and Refund Processing

  • AUTHOR: editor
  • POSTED ON: April 6, 2023

Are you tired of feeling like your tax return is lost in a labyrinth of bureaucracy? Well, worry no more!

I have laid out five simple steps to help you breeze through the process with ease and confidence. With these steps, you will be able to ensure that your federal tax return reaches the right hands, and most importantly, secure that much-awaited refund.

So, get ready to take control of your next tax encounter and follow along with these easy-to-apply tips.

Tax Documents - W-2 and 1099

Consolidate Your Docs in One Place

It’s that time of the year again when every penny counts and documentation is king! Make sure that you are not missing out on any possible tax deductions or credits, as every document and receipt counts towards securing the “much-needed refund.”

Ensure dusting off all the forms such as W-2 and 1099, and gather all the other supporting documents you may need to claim education credits, mortgage interest payments, and other tax breaks.

Electronic Taxing

Go Paperless

Want to take the hassle out of your next tax season? Electronic filing is the name of the game! Not only does it save you time and effort, but also ensures a smoother process with minimized errors.

Plus, with the help of trailblazing software, electronic filing can identify potential tax credits or deductions that you may have missed – meaning more money in your pocket!

And, let’s not forget about the cherry on top – choosing direct deposit is known to be the fastest and the most secure way to get your refund. Take the plunge and file electronically through IRS Free File or other trusted e-file service providers.

Tax Filing Status

Choose the Right Filing Status

Tax season can be a maze of confusion and potential missteps, but with the right tools, you can navigate it like a pro! Tax software, such as IRD Free File, can be your secret weapon in preventing common errors when selecting your tax return filing status.

Unsure of which status applies to your situation? Fear not! The IRS has got you covered with their Interactive Tax Assistant on, providing you with a personalized roadmap to choosing the correct status.

Don’t let filing status be a barrier to your refund – trust in the power of technology and let the IRS help guide you towards the right path.

Tax Social Security Number

Check Twice: Name, Birth Date, and Social Security Number

With the tax season approaching, a crucial responsibility rests on the shoulders of every taxpayer – to accurately identify their dependents on their individual income tax return.

One must meticulously jot down the name, date of birth, and social security number of each dependent, without any room for error.

It’s quite imperative to transcribe every detail precisely as printed on their social security card, lest any discrepancy can cause unnecessary trouble down the road.

However, if a dependent lacks a social security number and is ineligible to obtain one, fret not – list the individual tax identification number (ITIN) instead of an SSN.

Tax Incomes

Declare All Taxable Incomes

When it comes to taxes, the last thing anyone wants is to get caught under-reporting their income, leading to a slew of penalties and interest.

With the emergence of the gig economy and digital assets, the lines between taxable and nontaxable income have become increasingly blurry.

Before you file your taxes, be sure to comb through every nook and cranny of your income sources to avoid any unwelcome surprises.

Also, if you have a due refund, go for the direct deposit option and request a direct deposit while splitting your fund across multiple accounts.


Imagine – you’ve just filed your tax return and are eagerly awaiting your refund. But then, weeks go by and you hear nothing. At last, you discover that your refund was sent to the wrong account because of a simple mistake – an incorrect bank routing or account number. Don’t let this happen to you.

Take a few extra minutes to double-check all the details you have entered. Trust me, it’s worth the effort to avoid a headache later on.

If you’re looking for insightful and thought-provoking content, head over to Hayvine now and check out our recent blog posts.

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Updated April 6, 2023
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