January 2024 starts the 2023 Tax Season. The IRS has great tips on their website for getting a jump on your taxes. Click on the link here to ready how you can make filing easier in 2024 and how to organize your tax records.  https://www.irs.gov/individuals/steps-to-take-now-to-get-a-jump-on-next-years-taxes.

Important dates for 2023 tax season:

• January 29, 2024 Tax filing begins
• January 31, 2024 Due date for employers to send W-2 forms. To ensure you’re able to complete your tax return on time, the IRS requires all employers to send you a W-2 no later than January 31 following the close of the tax year. Generally, this means W-2s get sent by January 31, but you won’t necessarily receive your form by this date.
• January 31, 2024  Certain 1099 forms are sent. Various 1099 forms, and forms 1099-NEC,1099-MISC, and 1099-K are used to report payments that typically don’t come from an employer, such as if you work as an independent contractor, gig worker, or self-employed person or if you receive income such as interest, dividends, prize winnings, rents, royalties, or brokerage account transactions. If January 31 falls on a weekend or holiday, these forms are due to be sent the following business day.
• April 15, 2024  Tax Day/federal returns and payments due, final day for 401k contributions, final day to file an extension 
• October 15, 2024  Late filing deadline

Important news from LLS Taxes for the 2023 tax season

• We are requesting that you upload your Tax information into your PCloud 2023 folder, email, or drop off for the 2023 season. Most returns do not need a dedicated one on one time. If you feel you need a scheduled appointment, please call us at 704-648-5167 or email jeanne@llstaxes.com. We will do our best to schedule an appointment for you.
• If you are a couple filing jointly, please give us the name of the person most likely to be the one that would speak with the IRS, should the need arise. This makes a difference when filing your return.
• Only digital copies of prepared returns will be provided. You should have access to your PClould folder and with that access, you are able to view and print your returns. If you do not have access to your PCloud folder, please contact us and we will send you an invite to your folder.  Paper copies will only be provided upon request.