Tax Tip #148

Ralph Loggia • August 24, 2023

Tax Return Filed, Now What?

Current tax return completed, taxpayer potential reaction: Thank goodness, see you next year!

While that is an understandable reaction, just a couple things to keep in mind.


• Refund? Status can be checked online (tax tip #138 Where is my refund?)

• Forget to report something? File an amended tax return

• Next year quarterly estimates could be included to consider paying (tax tip #146 What are Estimated Payments?)

• Looking to decrease paper documents? Could be time to shred some records (tax tip #13 Keeping Tax Records & #14 Record Retention Guidelines)


Looking for one of the tips refenced above? Reach out to a team member for more information

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