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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

LakePark at Tradition - Florida 55+ Communities

LakePark at Tradition - Florida 55+ Communities

Port St. Lucie, Florida

This new age restricted community offers luxury single-family and villa homes in Port St. Lucie, one of the "Top 10 Best Places to Retire" in the U.S. according to Portfolio.com. Capturing the heart of small town America while offering resort-style amenities to create a maintenance-free, vacation inspired lifestyle.
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FL


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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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


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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Villages of Citrus Hills - Florida Gated Communities

Villages of Citrus Hills - Florida Gated Communities

Hernando, Florida

Terra Vista is among Florida's most amenity rich country club lifestyles set in unique surroundings characterized by rolling hills and towering oaks.
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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


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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Village Green - Active 55+ Resort

Village Green - Active 55+ Resort

St. Petersburg, Florida

Welcome to Village Green, where you'll find luxury living at an affordable price. Village Green is an active 55+ adult community with a wide selection of pre-owned homes from the $30's, a multi-million dollar clubhouse, a full-time Activities Director, friendly people, and the finest in resort amenities. Whether you're looking for the best value in retirement, or simply a place to live life a little easier near the water, you'll find it a Village Green. Visit us and see why so many of our residents say it's like being on vacation all year long.
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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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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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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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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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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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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


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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Wycliffe Golf & Country Club - Florida Golf Community

Wycliffe Golf & Country Club - Florida Golf Community

Wellington, Florida

In the heart of Palm Beach County, Wycliffe Golf & Country Club members enjoy a newly renovated 100,000 sq.ft. Clubhouse with casual and fine dining, two beautiful Championship golf courses, 15 Har-Tru tennis courts, 4 pickleball courts, fitness center & spa and an exhilarating social lifestyle. Most importantly, Wycliffe offers a warm, friendly embrace to new residents. We want everyone to feel like family. Even visitors! Come see if the Wycliffe lifestyle is right for you.
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Flowers Plantation

Flowers Plantation

Clayton, North Carolina

This award-winning community in Johnston County is located minutes from Raleigh, but still very much away from the urban bustle. Flowers Plantation now features more than 40 unique neighborhood developments, over 10 miles of walking trails, 50 acres of lakes and two elementary schools.
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Retire NC

Retire NC

Cary, North Carolina

From four distinct seasons to its geographic diversity and welcoming communities, North Carolina draws those seeking retirement options that feed the senses and the soul. Retiring to North Carolina is like coming home...
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Riverlights

Riverlights

Wilmington, North Carolina

Enter the home of your dreams and the lifestyle you crave in RiverLights ™, Wilmington's newest waterfront community. Designed to foster a coastal, wellness-centered environment, RiverLights offers the energy of a city amid miles of tranquil beauty. Set along the naturally magnificent Cape Fear River, it's a new kind of community that celebrates family, honors nature and breathes new life into Southern heritage.
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NC


Las Palmas Grand - Active 55+ Resort

Las Palmas Grand - Active 55+ Resort

Mesa, Arizona

It's easy to see why so many of our residents feel like they're on vacation all year long. Las Palmas Grand 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.
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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


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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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


Carolina Colours - North Carolina Gated Communities

Carolina Colours - North Carolina Gated Communities

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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NC


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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FL


Beau Coast

Beau Coast

Beaufort, North Carolina

For many, the dream of owning a home at the North Carolina coast has been just that-a dream. Until now. Located in historic Beaufort, NC, Beau Coast offers a relaxed atmosphere with a wide selection of homes to fit every pocketbook and lifestyle. Best of all, each home is located in an amenity-filled neighborhood that makes living in Beau Coast that much more desirable.
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Latitude Margaritaville Hilton Head

Latitude Margaritaville Hilton Head

Hardeeville, South Carolina

Your Latitude! You've earned a life where every day feels like an escape. Find your paradise at Latitude Margaritaville, the 55-and-better lifestyle where fun and relaxation meet. Inspired by the legendary music and lifestyle of singer, songwriter and best-selling author Jimmy Buffett, this is where life rolls easy, neighbors are friends and the party never ends. Awesome recreation, FINtastic dining and entertainment will make the town center the place to be and just a golf cart ride away. Masterfully crafted new Latitude homes let you hang your hat where your heart is.
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SC


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


Plantation Bay Golf and Country Club — Florida Golf Communities

Plantation Bay Golf and Country Club — Florida Golf Communities

Ormond Beach, Florida

An abundance of sparkling new facilities take this prestigious private community to luxurious new heights, with two clubhouses, a magnificent 7,000-square-foot Spa and Fitness Center, 10 tennis courts and 45 holes of golf to challenge and delight players of all levels. Plantation Bay is the perfect place to get pampered, stay in shape and play, all right in your back yard.
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FL


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


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