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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!


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K. Hovnanian’s® Four Seasons at Baymont Farms

K. Hovnanian’s® Four Seasons at Baymont Farms

Middletown, Delaware

Enjoy the 55 plus active lifestyle community featuring low-maintenance single family homes. With an ideal location in Middletown, there is plenty of shopping and dining nearby to explore. But you will not need to leave the community to find your next adventure.
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DE


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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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


Retire Arkansas

Retire Arkansas

Little Rock, Arkansas

Arkansas is home to diverse cities and communities, each with something unique to discover - from metropolitan areas to rural settings, and adventure sports to relaxing retreats. No matter where you choose to visit or relocate, you'll find friendly and helpful people everywhere you go.
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Waterways - Best Places to Live in Georgia

Waterways - Best Places to Live in Georgia

Richmond Hill, Georgia

Waterways is a 2,300-acre master-planned community located just 30 minutes from historic Savannah, Georgia, in charming Richmond Hill. Surrounded by a 1,600 acre nature preserve, this is a place where six-and-a-half miles of marsh frontage, over four miles of winding lagoons, and more than a thousand acres of ancient oak hammocks embrace our new homes and homesites.
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Grandview at Gateway

Grandview at Gateway

Jasper, Georgia

The full focus of Grandview is to create an environment not only to promote social interaction but also encourage physical activity, mental stimulation and just plain fun. Grandview at Gateway is located in the beautiful mountains of North Georgia and the first mountain city of Jasper, GA.
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GA


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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Bella Vista - Arkansas Private Community

Bella Vista - Arkansas Private Community

Bella Vista, Arkansas

Bella Vista is a private 36,000-acre, Member-based recreational community in Northwest Arkansas offering seven golf courses, seven stocked private lakes, swimming pools, tennis courts, trails, parks, pavilions, recreation centers, a gun range, an RV Park and many other amenities. Bella Vista was recently ranked one of America's Top 10 Best Healthy Places to Retire by U.S. News & World Report and one of the Top 25 best places for affordable homes by CNNMoney.com and Money Magazine.
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Cresswind at PGA Village Verano

Cresswind at PGA Village Verano

Port St. Lucie, Florida

Cresswind at PGA Village Verano is a 55+ gated neighborhood within the gates of PGA Village Verano. This new age-restricted neighborhood features four unique floorplans, exclusive to Cresswind at PGA Village Verano. Cresswind neighbors enjoy access to Club Talavera's amenities including a 27,000 sq. ft. Social Center and 13,000 sq. ft. Fitness Center, as well as its own neighborhood pool and pool house. The social clubs and full-time Lifestyle and Activities Director make it easy to try new activities along with meeting your neighbors and lifelong friends
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Albemarle Plantation - North Carolina Gated Communities

Albemarle Plantation - North Carolina Gated Communities

Hertford , North Carolina

On the North Carolina's Inner Banks is a golf and marina community with a lifestyle like no other! Perched between historic Edenton and Elizabeth City, NC, it's an easy drive to any major city along the coast going north or south. With easy access to Tidewater Virginia and the Outer Banks of North Carolina, you will experience small town charm and big city culture at its finest.
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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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Celadon

Celadon

Beaufort, South Carolina

Located in SC's Lowcountry, a mere three miles from downtown Beaufort, this beautiful master-planned community allows you to focus on a simpler, happier, healthier life.
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The Landings on Kentucky Lake

The Landings on Kentucky Lake

Clifton, Tennessee

This is a phenomenal price for property on one of the most significant lakes in Tennessee (Kentucky Lake/Tennessee River). The property located on gorgeous stretch of the lake with nice homes and expansive water. Boat and RV storage are included in the price. You won't find a better buying opportunity.
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Latitude Margaritaville Watersound

Latitude Margaritaville Watersound

Panama City Beach, Florida

Latitude Margaritaville Watersound is located on Northwest Floridas Emerald Coast between Pensacola and Panama City. A full range of lifestyle components is nearby, including an enticing array of dining, shopping, entertainment, cultural and recreational opportunities as well as service businesses, medical offices, hospitals and more.
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Stonecroft Village

Stonecroft Village

Womelsdorf, Pennsylvania

The 55+ community of Stonecroft Village, set in the beautiful Tulpehocken Creek Valley of Berks County, PA, was designed with relaxation, natural beauty, and recreation in mind, to be enjoyed alongside neighbors 55 and over at a similar stage in life.
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PA


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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Del Webb Bexley

Del Webb Bexley

Land O Lakes, Florida

Del Webb Bexley is a 55 Plus Active Adult community near Tampa in Land O Lakes FL. Love life to the fullest in this gated, master-planned community. Enjoy the coastal life of Florida.
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FL


Lakewood Ranch | Best Places to Live in Florida

Lakewood Ranch | Best Places to Live in Florida

Lakewood Ranch, Florida

At Lakewood Ranch, it's all about the good life. Health, family, and fun are the focus. And, there's an activity to fit every lifestyle. The community hosts 54 holes of golf, a country club with two clubhouses, and tennis and athletic centers. Additionally, it's home to the Sarasota Polo Club and seven world-class polo fields. Lake Ranch polo tournaments attract players from around the world. Still, the list continues with a 75-acre premier sports campus, A-rated schools, and a hospital and preventative medical clinic.
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Sterling on the Lake

Sterling on the Lake

Flowery Branch, Georgia

Sterling on the Lake is a master-planned community with a range of amenities, located 40 miles north of Downtown Atlanta in Flowery Branch, Georgia. Its location offers convenient access to Atlanta's International Airport, shopping and dining, Lake Lanier and beautiful mountain settings.
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Dataw Island

Dataw Island

Dataw Island, South Carolina

There is a place off the South Carolina coast, near the charming town of Beaufort, where nature and luxury share center stage. Shaped by the Intracoastal Waterway and a rich Southern history, the gated golf community of Dataw Island is a pristine parcel of 870 acres waiting to be discovered.
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Fairfield Bay - Arkansas Lake Resort Community

Fairfield Bay - Arkansas Lake Resort Community

Fairfield Bay, Arkansas

Lake Resort Community Fairfield Bay Arkansas. Enjoy the Lake Resort and Ozark Mountains in AR. This stunning natural playground loaded with Amenities is an outdoor lovers paradise. Take in the amazing mountain views.
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Mount Vintage

Mount Vintage

North Augusta, South Carolina

Mount Vintage is a well-established 2,000 acre private community conveniently located just a few miles from Augusta, GA and Aiken, SC. Carefully planned to enhance the natural beauty and tranquility of this setting...it is truly one of a kind.
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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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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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Grand Highlands at Bearwallow Mountain - NC Mountain Communities

Grand Highlands at Bearwallow Mountain - NC Mountain Communities

Hendersonville, North Carolina

Unparalleled panoramic views of the Blue Ridge Mountains and pristine forests. This award winning mountain top community is removed without being remote. It is minutes from the conveniences of Hendersonville, NC and the Asheville Airport. Ideal altitude from 3,200 to 3,800 feet to enjoy cool summers without the harsh winters.
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Las Palmas - Active 55+ Resort

Las Palmas - Active 55+ Resort

Mesa, Arizona

Affordable Active 55+ Resort Living. It's easy to see why so many of our residents feel like they're on vacation all year long. Las Palmas is a world-class resort with year-round activities, luxury amenities and a friendly group of active 55+ adults who enjoy life to the fullest, just like you. Visit our impressive selection of custom-built homes beginning in the $50's. Whether you're looking for the best value in retirement or simply the best place to take life easier, you'll enjoy the lifestyle at Arizona's premiere 55+ resort. Las Palmas is among the award-winning family of Thesman Communities proudly offering affordable resort living since 1980. Gated with 24 hour security. Visit us today, open daily for tours 8-5
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Compass Premier Realty Ambergris Caye

Compass Premier Realty Ambergris Caye

San Pedro, Belize

Excellent retiree program - buyers are eligible for tax benefits, including exemptions on retirement income. Ambergris Caye is the number 1 tourist and retirement destination in Belize and one of the top retirement destinations in all of the Caribbean and Central America . We have seen a constant increase in tourism to the country.
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Sunset Ridge

Sunset Ridge

Ocean Isle Beach, North Carolina

Sunset Ridge is located in Sunset Beach, North Carolina and has been one of Bill Clark Homes' longstanding flagship communities. At its completion, it will showcase just over 400 single family homes and is planned for 100 townhomes. Just 3 miles from the Sunset Beach barrier island, Sunset Ridge offers its residents the easy access to both the beach and the Intracoastal Waterway all at a very affordable price point.
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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


Retire Tennessee Program Communities - TN Gated Communities

Retire Tennessee Program Communities - TN Gated Communities

Nashville, Tennessee

Tennessee's rolling hills and invigorating mountains invite you to tune up your bicycle, dust off your golf clubs and take a deep breath. The most active years of your life await. Their beautiful climate and stunning scenery set the perfect state for chasing your passions. So come on outside and stretch your legs. Tennessee's got plenty of room to roam.
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TN