personal finance

Get That Tax Refund

February 22, 2010 at 11:48 am , by

199162663_757ab28803With the IRS auditing more tax returns than it has in years (yikes!), and LHJ Facebook members already planning how to use their upcoming refunds, I thought it might be nice to get some tips that might up your chances of actually getting—and keeping—that refund. Financial planner and veteran H&R Block tax associate Wilma Hayes says patience, organization and research are the key.

Tax day is looming but don’t stress if your W-2 hasn’t arrived yet. It’s tax time for big business too so they could be bogged down in paperwork. Call at the end of the month if your mailbox is still empty.

    If you’re not already, get organized. Create a “tax” space—a place in your home or office where you keep all your pertinent tax docs, and make a checklist of the documents and receipts that you have and those that are still pending. H&R Block offers a free checklist on their website.

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