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As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?

Retirement Planning Taxes Checklists

Reviewing your tax return can always be an informative exercise to ensure you understand all sources of your income and your tax liabilities for the prior year. 

In this checklist, we highlight points to consider on your tax return if you are still working, including:

  • Review your filing status. If you are married, should you automatically file jointly with your spouse, or might there be situations where you might consider filing separately?
  • If you have dependent children, you may be eligible for certain credits.
  • If you are divorced or widowed, there are filing steps you should take depending on the timing and circumstances.
  • If you had investment income for the prior year, there are reporting issues that you will want to be sure you address in connection with this income.
  • If you owned tax-advantaged accounts during the prior tax year, there may be some reporting issues to consider. Did you convert a traditional IRA to a Roth? Did you contribute to an HSA or a 401(k) plan?
  • Did you own rental real estate, or are there any state-specific issues to consider?

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