Some frequent issues include:

  • Claiming a dependent (such as a child or parent) who has already filed their own return.
  • Failing to file tax returns for dependent children, resulting in missed federal or state refunds.
  • Not including all sources of income, such as:
    • W-2 forms
    • Bank interest and stock dividends
    • Freelance income or small business earnings (e.g., through eBay, PayPal, or Venmo)
  • Omitting Health Savings Account (HSA) distributions.
  • Forgetting to provide the Access Health Insurance Form (1095-A) for Affordable Care Act coverage.