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Retirement Blog

Tips and Tricks for Filing Your Taxes

Tax formWhen you’re getting ready to do your taxes, ask yourself this: do I want to do it myself or do I need the help of a tax professional? There are good reasons for doing it yourself, including spending less money upfront. But a tax professional will save you time and may be able to maximize your deductions, ending up being more cost effective in the long run. If you want to itemize your taxes or run a small business, it may be better to go with a professional.

Whether you decide to do your taxes yourself or go to a professional, you’ll need to get organized first. Make sure you have all your forms (W-2s and 1099s) and start making a list of any payments that might be deductible (such as moving costs) if you haven’t already.

When you get ready to file, consider any changes of filing status or added exemptions that may necessitate filing differently than you did last year. Make sure you’re not leaving anything behind. Double-check—or even triple-check—the numbers on your return, particularly if you’re doing it yourself, to make sure that you’ve gotten your maximum return and taken all the right steps.

Remember: the IRS imposes a penalty on taxpayers who file late, so file on time or, if you can’t, get an extension. The final postmark dates for all returns is April 15th. Also, be aware that, if you file online, a return is not considered “filed” until the IRS acknowledges acceptance of the electronic portion of the return.

If you’re getting a return, consider using direct deposit to get the return back as soon as possible; it can take as few as ten days, but on average twenty-one days to get it back. If you need to get your refund quickly, consider filing early also, as refund anticipation loans can be costly. Direct deposit and filing early both help you get your refund in a timely manner.

File tax returnFinally, once you’ve filed, get ahead and start planning for next year’s tax season. If you’re going to a tax professional, they should offer you tips for the upcoming year, based on any life events that you anticipate, such as a change of job, big move, or marriage. In addition, a good tax software package (if you’re filing on your own) can also help you plan for the next tax year. If you got a large return this year, see if tweaking the numbers on your W-4 can help you save money throughout the next year. If you owed a lot this year, you should also consider adjusting your payments throughout the year so that one big payment doesn’t take you and your budget by surprise. If you need to pay, but find that you can’t pay everything upfront, you can make arrangements to pay over a period of time.

Best of luck to you during tax season!


Request Information from These Tax-Friendly Communities

Colleton River Club

Colleton River Club

Bluffton, South Carolina

Lowcountry luxury lies at the base of Hilton Head's bridge at Colleton River. This peninsula community delivers on its promise of world-class golf, pristine natural surroundings, and an unparalleled water experience. With nature as the centerpiece, Colleton River's 1,500 acres epitomize Lowcountry serenity, with Spanish moss draped Live oaks and palmetto trees lining roadways. Trails wind through a blend of beautiful homes, natural terrain and 7 miles of expansive water and marsh views. The peninsula is also anchored by adjoining Victoria Bluff, an 1,100-acre nature preserve
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SC


Haig Point Club

Haig Point Club

Daufuskie Island, South Carolina

Haig Point is on a sea island and the lifestyle here is very special. It has the serenity and seclusion of a most idyllic, sea island life. But extraordinary privacy isn't the only thing you'll enjoy at Haig Point on Daufuskie Island
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SC


Del Webb eTown

Del Webb eTown

Jacksonville, Florida

Active Adult Community in Jacksonville FL is Del Webb eTown. Explore this Builder and 55+ community in sunny beautiful Florida! Brand new master-planned community now selling!
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FL


Lake Arrowhead

Lake Arrowhead

Waleska, Georgia

Lake Arrowhead is a beautiful master planned community is just 40 minutes from Atlanta, convenient to nearby Canton, minutes from the new, state-of-the-art Northside Cherokee Hospital and the premiere Cultural Arts Center at renowned Reinhardt University. The vast list of amenities includes miles of walking/hiking trails, pickle ball, championship golf and breathtaking lake and mountain views.
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GA


Home Towne Square

Home Towne Square

Ephrata, Pennsylvania

The 55+ community of Home Towne Square, by Landmark Homes, is situated near Ephrata, PA, about an hour from Philadelphia, in the charming Pennsylvania Dutch Country. Landmark Homes designed Home Towne Square to reflect the culture and tradition of the Dutch Country, including an Arts & Crafts homestyle.
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PA


Palmas Del Sol - Active 55+ Resort

Palmas Del Sol - Active 55+ Resort

Mesa, Arizona

Surprise yourself with the affordable luxury at Palmas Del Sol, one of the finest Active 55+ communities in Arizona. Relax in our heated pool, join friends in our multi-million dollar clubhouse, or rejuvenate with a year-round calendar of events planned by our full-time Activities Director.
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AZ


Eastman Community Association

Eastman Community Association

Grantham, New Hampshire

This 3,600 acre lakeside community is tucked in the Upper Connecticut River Valley in the Dartmouth-Lake Sunapee Region. Two hours north of Boston and minutes from Lake Sunapee, New London, Lebanon and Hanover, residents have easy access to medical facilities, employment, educational opportunities and a multitude of cultural venues.
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NH


Heritage Shores - Delaware Retirement Communities

Heritage Shores - Delaware Retirement Communities

Bridgeville, Delaware

The homes at Heritage Shores have been designed to maximize your lifestyle by incorporating the latest technologies and floorplans, providing ease of maintenance and energy efficiency.
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DE


River Bluffs

River Bluffs

Castle Hayne, North Carolina

Located just 10 minutes north of Downtown Wilmington, NC (by boat or car) sits River Bluffs, overlooking the North East Cape Fear River. Residents enjoy a serene community where they live and play. Together, residents and the neighborhood's developers have established over 30 clubs. The clubs include boating, kayaking, dancing & more!
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NC


Port Ludlow

Port Ludlow

Port Ludlow, Washington

Port Ludlow is a resort-style community located on the shores of the Puget Sound, just a 30-minute ferry ride away from Seattle, Washington. Port Ludlow is close enough to the city, but far enough to enjoy an active and tranquil lifestyle. With views of the Olympic Mountains, a bustling social life, waterfront inn, and myriad of recreational amenities, the community has regularly been ranked as one of the top ten neighborhoods in the U.S.
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WA


Compass Pointe - North Carolina Coastal Communities

Compass Pointe - North Carolina Coastal Communities

Leland, North Carolina

Compass Pointe is more than a community. It's a destination. Only 10 minutes from historic downtown Wilmington, NC, and 20 minutes from Wrightsville Beach, it is the very best of coastal North Carolina.
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NC


The Retreat at Ocean Isle Beach

The Retreat at Ocean Isle Beach

Ocean Isle Beach, North Carolina

The Retreat at Ocean Isle Beach is a special community just 1 mile away from the beautiful sand and waves of Ocean Isle Beach. Residents at The Retreat are positioned uniquely within walking distance to the local grocery store, incredible restaurants and quaint shops that make Ocean Isle Beach so desirable. The colorful homes and lush landscape pay homage to the bold and bright colors you'll find lining the oceanfront streets just across the causeway.
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NC


K. Hovnanian's  Four Seasons at Orlando

K. Hovnanian's Four Seasons at Orlando

Kissimmee, Florida

Four Seasons at Orlando is a 55+ community in Kissimmee, Florida. This active adult community is situated within the 600-acre Mystic Dunes Resort & Golf Club, offering a championship golf course, recreation, and an array of amenities and activities. Planned amenities include a 12,000-square-foot clubhouse with swimming pool, fitness center, a card room, arts & crafts room, a cafe and more.
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FL


Summerhouse on Everett Bay - North Carolina Coastal Community

Summerhouse on Everett Bay - North Carolina Coastal Community

Holly Ridge, North Carolina

A New Season Has Begun at Summerhouse. Imagine a warm, welcoming home where luxury meets coastal casual and the ocean is just beyond your front door. A community where you can go kayaking on the Intracoastal Waterway in the morning, relax by the resort-style clubhouse pool with friends in the afternoon, and check your crab pots for dinner at sunset! All this with the seaside village of Surf City and Historic Wilmington, NC nearby.
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NC


Verona Oceanside

Verona Oceanside

Ormond by the Sea, Florida

Verona Oceanside offers beachside luxury and community living. This sought-after development off A1A will feature custom single-family homes and townhomes with direct ocean access. Verona will offer an all-new set of casual lifestyle floor plans for this exciting community accentuating outdoor living with front and back porches, an abundance of windows and plenty of open spaces.
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FL


Lakes of Mount Dora - Central Florida 55+ Community

Lakes of Mount Dora - Central Florida 55+ Community

Mount Dora, Florida

Lakes of Mount Dora has been selected among the Top 50 Best Master-Planned Communities in the United States by Where To Retire Magazine! Combining Southern hospitality with small town charm, this 55+ active adult community was developed with a special vision in mind - to create a unique place where people can live in a central Florida waterfront home with classic Florida architecture near one of the most impressive small towns in the country.
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FL


Briarwood - Active 55+ Resort

Briarwood - Active 55+ Resort

Port Orange, Florida

Step into this active 55 plus community just minutes from the beach in Port Orange, Florida and be amazed at how affordable a resort lifestyle can be! You will discover friendly people, luxury amenities and homes for sale and rent.
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FL


Minto at TwinEagles

Minto at TwinEagles

Naples, Florida

Minto is proud to bring over a half-century of achievement to Naples by introducing magnificent single-family and estate home to the premier country club community of TwinEagles. Priced from the low $500s to over $1 million, these masterfully crafted residences are a sensational value. And that value is even more amazing once you discover that a golf membership is included in the price of every new Minto home!
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FL


Brunswick Forest - A North Carolina Coastal Retirement Community

Brunswick Forest - A North Carolina Coastal Retirement Community

Leland, North Carolina

Brunswick Forest, the Coastal South's fastest growing community, is located on North Carolina's Cape Fear coast, just minutes from historic Wilmington. This 4,500-acre retreat features a wide array of neighborhoods and lifestyles, 18 holes of golf at Cape Fear National, a Clubhouse, River Club, Fitness & Wellness Center, parks and more than 100 miles of walking, biking and nature trails linking residences and amenities.
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NC


Callawassie Island - South Carolina Gated Communities

Callawassie Island - South Carolina Gated Communities

Callawassie Island, South Carolina

Callawassie Island is centrally located two miles off of Highway 170 between historic Beaufort, South Carolina and the nationally known resort of Hilton Head Island.
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SC


Vista at Bill's Mountain - North Carolina Gated Community

Vista at Bill's Mountain - North Carolina Gated Community

Lake Lure, North Carolina

Perfectly shaped since the beginning of time, Bill's Mountain is your chance to experience the picturesque town of Lake Lure. Every contour...every pristine ridge of this Lake Lure property offers incomparable views Western North Carolina. Set just five minutes from Lake Lure's crystal blue waters in Rutherford County, Bill's Mountain's 800 spectacular acres invites you to reconnect with family and friends, nature and the spirit within you.
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NC


K. Hovnanian’s Four Seasons at Victory at Verrado

K. Hovnanian’s Four Seasons at Victory at Verrado

Buckeye, Arizona

Offers single-family new homes in a beautiful desert setting with a wide variety of community amenities. Enjoy 55+ Living with K Hovnanian Homes.
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AZ


K. Hovnanian’s Four Seasons at Wickenburg Ranch

K. Hovnanian’s Four Seasons at Wickenburg Ranch

Wickenburg, Arizona

K. Hovnanian Homes will join Wickenburg Ranch in early 2019. This gorgeous new collection of homes features five unique single-family designs ranging from 1,492 to 1,802 square feet. Each home is designed with large, open living spaces ideal for entertaining and everyday casual living. Homes feature 2 spacious bedrooms and 2 bathrooms. Wickenburg Ranch offers an incredible lifestyle to its residents - including a 40,000-square-foot Golf and Social Club! Homeowners here enjoy a huge calendar of events, golf, a spa, dog park, hiking, restaurants, fitness, sports courts and so much more!
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AZ


Hot Springs Village - Arkansas Communities

Hot Springs Village - Arkansas Communities

Hot Springs Village, Arkansas

Experience the natural beauty of Arkansas in Hot Springs Village, spread across 26,000 acres of the Ouachita Mountains with breathtaking vistas, sparkling lakes and lush forest.
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AR


Hampton Hall Club

Hampton Hall Club

Bluffton,

Imagine for a minute you're visiting the private club community of Hampton Hall in Bluffton, SC. You've gotten over the awe of the dramatic and picturesque Lowcountry landscape, and you're starting to take in your surroundings. For while everything here is beautiful to look at and expertly maintained and cared for, the key component is fun and enjoyment.
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SC


Encore at Viridian

Encore at Viridian

Arlington, Texas

Encore by David Weekley Homes will soon offer a new 55 plus lifestyle community in Arlington, TX. You will shortly be able to enjoy thoughtfully-designed one-story homes and bright, open floor plans.
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TX


SweetBay

SweetBay

Panama City, Florida

Alongside more than five miles of bay-front shoreline in northwest Florida lies the perfect coastal community. A place where the best of nature meets the best of neighbors. A place where every square foot of your home, your neighborhood and your favorite gathering spot was overseen with masterful planning and architectural design. At SweetBay, we see things differently.
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FL


K. Hovnanian’s Four Seasons at Belle Terre

K. Hovnanian’s Four Seasons at Belle Terre

Lewes, Delaware

Located in Lewes, DE,. Four Seasons at Belle Terre is a 55 Plus active lifestyle community featuring low-maintenance single family homes. Residents will enjoy a 6,000 sq. ft. clubhouse with outdoor pool, as well as a state-of-the-art fitness center, billiards room, game room, lounge and aerobics room. Step outside to enjoy an extensive trail system, fire pit, outdoor kitchen, pickle ball and bocce courts.
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DE


Jasper Highlands - Tennessee Gated Communities

Jasper Highlands - Tennessee Gated Communities

Kimball, Tennessee

Welcome to Jasper Highlands, a unique residential mountain community, nestled along the bluffs of Jasper Mountain in Tennessee. This remarkable piece of residential real estate is positioned above the clouds with majestic views of Lake Nickajack and the Tennessee River Valley, with property taxes starting at $162.10 a year!.
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TN


WaterSong at RiverTown

WaterSong at RiverTown

St Johns,

WaterSong at RiverTown is now open! As a Florida 55+ Active Adult Community, now is the time to enjoy a carefree active lifestyle centered on fun and enjoying life. Located along the banks of the St. Johns River, WaterSong features magnificent resort-style amenities. Find your dream home today!
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FL


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