Tax Preparation Tips: Avoid Amended Returns

Tax season is in full swing! If you haven’t made your tax appointment yet, visit drfriday.com and schedule one today. Before filing, ensure you have all necessary documents, such as 1099-B forms (which may not arrive until late February). Filing without all your documents could lead to amended returns—a costly and time-consuming mistake. Stay organized and file correctly the first time! Need help? Call Dr. Friday at 615-367-0819. Transcript: G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. We are busy working on taxes! If you haven’t scheduled your appointment yet, go to drfriday.com, click on the calendar, and book a time so we can help you. If you’re new to our services, give us a call at 615-367-0819, and let’s see how we can assist you. When preparing your taxes, don’t rush! Make sure you have all your documents, or you may end up needing to file an amended return. For example, 1099-B forms—which report investment income—often don’t arrive until late February. Filing without them could cause major issues. Be patient and make sure everything is in order before submitting your return. If you need help, call my firm today! You can catch the Dr. Friday Call-In Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.