The Internal Revenue Service (IRS) issued guidance to taxpayers in a memo released in late November, encouraging them to begin taking several steps now to prepare for the upcoming tax season.
According to MLive.com, the agency stated in a press release that a little early preparation—gathering required documents and organizing information—can help taxpayers file their returns quickly and accurately. It noted that “organizing tax records helps taxpayers file complete and accurate returns and avoid errors that could delay their refunds.”
IRS Highlights Big Changes for 2025 Tax Season
The IRS also emphasized that early planning is especially important this year due to major changes, such as the “Big Beautiful Bill,” which could significantly impact federal taxes, tax credits, and deductions.
The statement added: “The IRS and the Treasury Department are working to implement the new legislation, including providing information on new tax deductions, which include exemptions for tips, overtime pay, and auto loan interest, as well as the new temporary deduction for seniors—among other details relevant to taxpayers.”
Additionally, taxpayers may receive their refunds differently this year, as the IRS previously announced that it will gradually phase out paper refund checks by the end of the year. Most refunds will be delivered via direct deposit.
IRS Shares Key Steps for Smoother Tax Filing This Year
It is worth noting that tax refunds are scheduled to be received by April 15, but taxpayers should wait and avoid filing their returns until they have received all of their tax documents.
According to the news website, the IRS urged Americans to take the following steps:
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Create an IRS online account or log in if you already have one, to view past returns, track payments, and access your tax records.
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Review any changes—such as starting a new job, getting married, having children, or purchasing a home—that may affect deductions, withholdings, or credits.
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Enable direct deposit as your refund option or confirm your account details.
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Consider filing electronically using trusted tax software or tax professionals as soon as forms become available, to speed up refund processing and avoid errors.
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Keep well-organized records of deductions, receipts, charitable donations, education or medical expenses, and other documents that support credits and deductions.
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Gather your bank account information, the W-2 form from your employer, 1099 forms from banks and other financial institutions, and digital asset transaction records.