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Sunday, January 12, 2014

Did anything change for you in 2013? Don’t forget to tell the IRS.


If you moved, got married or had a baby in 2013, be sure to tell the IRS. 

Here are some important steps to take before you file your taxes. 

* Many new brides remember to change their name on their license, stationery or Facebook, but forget to notify Social Security. You won’t be able to e-file your tax return with your new name if it doesn’t match the Social Security Record. 

* If you moved, be sure you’ve notified anyone who will be sending you tax-related material. That includes employers, lenders, investments, clients and your state tax agency. Also, be sure to update your drivers license or voter registration to prove your new residence.

* If you had a new baby, congratulations. Be sure you applied for their Social Security number which can take months to be issued.

If 2013 was just another year, it’s still a good idea to get organized now. Grab a folder and designate it for 2014 tax-related mail as it trickles in. 

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