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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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Cresswind at Victoria Gardens

Cresswind at Victoria Gardens

DeLand, Florida

Discover the distinct difference in active living, nestled within the scenic beauty of historic DeLand, Florida at Cresswind at Victoria Gardens. Cresswind at Victoria Gardens is the natural choice in a master planned community, tucked away from the hustle and bustle, yet centrally located with all the amenities to enjoy, near great shopping, dining, and entertainment. DeLand is home to one of the top Main Streets in America.
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Savannah Lakes Village

Savannah Lakes Village

McCormick, South Carolina

Savannah Lakes Village is on the 71,000-acre freshwater Lake Thurmond in McCormick, South Carolina with 1,200 miles of shoreline. The community boasts two championship lakefront golf courses with restaurants and pro shops..
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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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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


Keowee Key - South Carolina Lake Community

Keowee Key - South Carolina Lake Community

Salem, South Carolina

Maintenance-free lifestyle, condos, town homes, cottages. Choose a lakefront home with private dock or use 5 community docks with 324 boat slips.. kayak rentals, and a supply store.
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Southern Springs by Del Webb

Southern Springs by Del Webb

Spring Hill, Tennessee

55+ Community Near Nashville TN is Southern Springs by Del Webb this Active Adult just South of Nashville is full of amenities and outdoor and indoor fun!
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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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David Weekley Homes - Victory at Verrado

David Weekley Homes - Victory at Verrado

Buckeye, Arizona

David Weekley Homes has delivered the best in Design, Choice and Service for the past 40 years. As one of the largest privately-held builder, David Weekley Homes continues to build high-quality homes and offer open floor plans that suit the needs of any lifestyle.
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SaddleBrooke TWO

SaddleBrooke TWO

Tucson, Arizona

Within this stunning Sonoran desert setting just 25 miles north of downtown Tucson, Arizona, you'll find an appealing combination of natural tranquility and vibrant excitement. Your new home will boast spectacular views of the 9,000-foot Santa Catalina mountain range, nearly perfect weather, and an abundance of community amenities, events, groups, and traditions to fill your life with joy and inspiration.
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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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Marina Pointe

Marina Pointe

Tampa, Florida

Designed by master developer BTI Partners, Marina Pointe features luxury condominiums and are located in the heart of South Tampa's premier waterfront community. In addition to being just minutes away from the vibrant downtowns of Tampa and St. Petersburg, Marina Pointe residents can also walk to shops, a waterfront restaurant, and bars and cafes in the Westshore Marina District's retail center.
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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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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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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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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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River Dunes

River Dunes

Oriental, North Carolina

River Dunes is an award-winning coastal retreat on the coast of North Carolina. You'll find big water, big views, and big adventure here. River Dunes offers the best in coastal living and year-round boating, set in an unparalleled location with fourteen miles of shoreline on the big waters of the Pamlico Sound, Intracoastal Waterway and Neuse River.
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Hilton Head Lakes — Retire to the Lowcountry

Hilton Head Lakes — Retire to the Lowcountry

Hardeeville, South Carolina

Whether you?re looking to relocate permanently for that well-deserved retirement or a weekend retreat, you can find your dreams fulfilled at Hilton Head Lakes.
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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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The Retreat at Barbers Hill

The Retreat at Barbers Hill

Mont Belvieu, Texas

The Retreat at Barbers Hill will be known as the place where resort-style amenities will merge with everyday living for those 62 and better. There will be no lack of amenities in our spacious one and two bedroom homes for rent. Residents will have the option of choosing from apartment homes with elevator access or one-story cottages with attached garages.
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Del Webb Stone Creek - Ocala Florida Active Adult 55+

Del Webb Stone Creek - Ocala Florida Active Adult 55+

Riverview, Florida

Del Webb Stone Creek, a gated 55+ Active-Adult community located in the horse capital of the world, Ocala, Florida. Love life to the fullest with newly renovated world class amenities, 18-hole championship golf course, and community events planned by our lifestyle director, providing an unparalleled lifestyle.
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Salters Haven

Salters Haven

Hampstead, North Carolina

Nestled along the sparkling Intracoastal, in the growing coastal town of Hampstead, NC, Salters Haven will be the place for those who seek an active lifestyle on the water. Enjoy a celebration of family, community, recreation on the water and elegant coastal homes here at Salters Haven.
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NC


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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Landfall - North Carolina Premier Gated Communities

Landfall - North Carolina Premier Gated Communities

Wilmington, North Carolina

Located within Wilmington, Landfall is North Carolina's most diverse and historically interesting coastal community. A distinctive property of over 2,000 acres with lakes, ponds and four miles fronting on the Intracoastal Waterway and Howe's Creek, Landfall is only five minutes from Wrightsville Beach and the Atlantic Ocean.
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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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Cresswind Charleston

Cresswind Charleston

Summerville, South Carolina

Cresswind Charleston brings the award-winning Cresswind active adult lifestyle to the Charleston area. This gated community is integrated within the thriving community of The Ponds while maintaining its own privacy. Cresswind features a full list of resort-style amenities, all located within a natural, Lowcountry setting. Residents can take a short walk to the 12,000-square-foot clubhouse, enjoy pickleball and tennis or participate in activities at the event lawn and amphitheater.
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Carolina Colours

Carolina Colours

New Bern, North Carolina

Carolina Colours brings to life the very best of small Carolina towns-past, present and future. A mere 30 minutes from the Atlantic Ocean, the waters of the Trent and Neuse Rivers converge to surround the vibrant waterfront town of New Bern, NC. Community amenities include the 25+-acre Carolina Lake, a Harris Teeter grocery, parks, trails and sidewalks, an Activity Campus with golf, fitness, tennis, swimming, pickleball and-for those quiet moments-rocking chairs
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Kingfish Bay - Homes in Coastal NC

Kingfish Bay - Homes in Coastal NC

Calabash, North Carolina

he setting for Kingfish Bay is a sprawling 60+ acres of coastal Carolina. Great care was taken to weave the development design into this natural setting, while creating a functional, convenient, and aesthetically pleasing lifestyle community.
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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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The Landings on Skidaway Island - Savannah's Choice for Island Living

The Landings on Skidaway Island - Savannah's Choice for Island Living

Savannah, Georgia

The Landings on Skidaway Island is a private gated community known as much for its beauty as for its personality. Located on the Intracoastal Waterway and just 12 miles from the charming and historic city of Savannah, GA, The Landings celebrated its 40th anniversary in 2012.
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Encore at FishHawk Ranch by David Weekley Homes

Encore at FishHawk Ranch by David Weekley Homes

Lithia, Florida

Grab a workout buddy and hit the gym or satisfy your competitive side with a spirited game of bocce or pickle ball. Meet on the great lawn for yoga or lounge by the sparkling pool.
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