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Thanks to TurboTax for sponsoring this post, and for empowering Latinos to file their taxes with confidence and ease by providing bilingual information and support!
- Get organized. Having all the information and paperwork you need ready will make the process quicker and smoother. The best way to do this is to have a place where you file all of your invoices and other paperwork in one spot.
- Personal information including Social Security numbers and dates of birth for you and all of your dependents.
- Information about your income including any adjustments to your income.
- Forms you received from your employer and banks including W-2s and 1099s, among others.
- Documentation to ensure you get all the tax deductions you deserve including but not limited to: child care costs, education costs and expenses, home mortgage interests, investment interest expenses, charitable donations, casualty and theft, insurance reimbursements and medical and dental expenses.
- Last year’s tax returns so that you can use these as a guide for this year’s return.
- File early: Waiting until the last minute will only add stress to the process. Your employer, or employers in my case, should have sent out W-2 forms by January 31st and you should have also received any 1099 forms by then. So, if you have done your homework and organized all the paperwork you need you should be ready to file. Filing early not only gives you the peace of mind of checking “filing your taxes” from your to-do list, it also means that you will be getting your tax refund earlier!
- Get support from experts. Most of us are afraid of filing our own taxes, but what many people don’t realize is that with TurboTax you are in control of your tax filing but you are not alone! TurboTax has many tools that will allow you to file with confidence and the best part is that they give you expert support in both English and Spanish. Some of my favorite TurboTax features include:
- SmartLook from TurboTax: gives you access to a live tax expert who guides you through the process and answers your questions by drawing on your screen to get you the answers you need, and the best part is that TurboTax has bilingual experts available so you can communicate with them in English or Spanish or even Spanglish (which is usually my language of choice). The bilingual expert talks to you through one-way live video so you can actually see them and have a conversation with them (don’t worry they can’t see you) and you don’t have to deal with a chat or worry about writing your questions and reading the answers. Knowing that you are not doing this alone makes all the difference and TurboTax is the only tax filing service that lets customers connect in real time with CPA and Enrolled Agents via one-way video.
- TurboTax Live is a new tax prep experience that provides you with the opportunity to connect to a live tax expert on screen to ask questions as you file your taxes. Before filing, you can even talk with a CPA or EA for live tax advice and a one-on-one review of your return right on your screen. Your tax expert can make any necessary changes so you know you are not alone and you can have that peace of mind that your taxes have been filed accurately. If your returns are signed by a TurboTax tax expert, it will be backed by TurboTax’s 100% Accuracy Guarantee. If your taxes are not filed correctly TurboTax pays any IRS penalties.
- Simple Questions: by answering simple questions about your life right on the TurboTax app like “Did you get married?”, “Did you buy a house?”, etc. TurboTax finds every tax break you qualify for. It’s so easy! You don’t need any tax knowledge and TurboTax takes care of all the math, so you don’t have to worry about any number crunching!
- Set up a time and date to file your taxes. Block some time on your calendar for filing your taxes. Putting a date on it and giving yourself some dedicated time without any interruptions beats trying to squeeze in time for working on your taxes and having to constantly putting it off because something else came along.
- Choose a space that is quiet and relaxing. Being cooped up inside my house or office with a bunch of paperwork stresses me. Being outdoors and filing my taxes in a place that relaxes me with some classical or fun upbeat music in the background helps me make the entire process more relaxed and enjoyable.
- Make sure you are not leaving any deductions on the table. TurboTax has put everything in place to ensure they are checking over 350 tax deduction to get you the best refund, which will make you feel great about deciding to file on your own. And the best part is that TurboTax backs this up with their Maximum Refund Guarantee so you know that you are getting the money you deserve and you are not missing any deductions!
With TurboTax you are not alone when filing your taxes, so what are you waiting for? File with TurboTax and file with confidence!
This is a sponsored conversation written by me on behalf of Intuit. The opinions and text are all mine.
Paula moved from her native Guatemala to SW Florida with her husband and two children and together they are discovering what it means to live life between two languages.
Paula studied architecture and now makes a living as a freelance writer,traveler and amateur photographer.She started her writing & publishing career as the editor of Bebé y Mamá, the first parenting magazine in Guatemala.She is the founder of www.GrowingUpBilingual.com and www.365thingsswfl.com and writes articles in Spanish and English for both magazines and the web on travel,food and bicultural and bilingual parenting .
When she is not on a plane or road trip she likes to create recipes inspired in the flavors of her native Guatemala.
Paula studied architecture and now makes a living as a freelance writer,traveler and amateur photographer.She started her writing & publishing career as the editor of Bebé y Mamá, the first parenting magazine in Guatemala.She is the founder of www.GrowingUpBilingual.com and www.365thingsswfl.com and writes articles in Spanish and English for both magazines and the web on travel,food and bicultural and bilingual parenting .
When she is not on a plane or road trip she likes to create recipes inspired in the flavors of her native Guatemala.
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as a new comer to canada, i actually took classes to know this plus apps helps a lot and i particularly use this! very helpful!
I have always done my own taxes. These online programs make it so much easier than the days of only paper.
TurboTax does come in handy, that’s for sure. We were able to file our own taxes as well. So easy!
I’ve never filed with anyone else except H&R Block, since I first started filing taxes. It’s one my parents used, and so I just followed suite. It sounds like Turbo Tax is a nice option.
These sound like some great ways to help file your tax yourself. I have done both myself and with an accountant in the past and this year I think I will go back to doing them myself.
We use Turbo Tax…and love it. This is a great post, very good tips.
Taxes can be confusing at times but with the right tools, it’s definitely going to be hassle free. Love all of these tips and solutions to make filing taxes easier!
We usually use Turbo Tax and it has been nothing but great! We are using a CPA this year but if things were a little less complicated, I would use Turbo Tax again for sure.
Thanks for this article. This is a reminder to be to be “organized”. I have forgotten about certain deductions in the past. I now file everything so the Accountant can look at it.
I don’t live in the US so haven’t really had to file taxes. This post was full of lots of great information.
Thanks for the tips. I will try to do this next year since I already went to see our accountant for my taxes. But I’ve always wanted to learn.
Turbo tax is a great option. Seems it’s easier than ever to file on your own.
We’ve done our own for quite some time (like always). My mom uses TurboTax while we use a competing product. It really shouldn’t be so scary!
I am a freelancer and I have to do my own taxes but it is the first time and tbh, it’s hell! thanks for these! they are going to be super helpful
These are great tips. I am filing my taxes as an independent, and your tips are very helpful. Thank you.
I have never tried filing taxes before but will definitely keep Turbo tax in mind since it seem to have a lot of positive reviews
I have always filed my own taxes. It is an acquired skill, but I don’t mind it!
It’s amazing how easy it is to pay taxes now with the help of TurboTax. I like that you will be able to check for every possible deduction and not miss any.
My friend recently filed her own taxes this weekend because someone who was supposed to do it kept postponing it. She was very happy she learned to do it on her own!
These sound like some great ways to help file your tax yourself. Thanks for the tips.
These are some wonderful tips. I hope more people season, it is the time to file. Thanks for sharing!
What a great way to file. This reminds me. I have to file mine this week.
Wow, definitely a big help to you. Indeed Turbotax will make filing taxes a lot more easier and convenient for every user. Also, couldn’t agree more on your tips. Preparing earlier is the best!
Paula Bendfeldt-Diaz, thanks so much for the post.Much thanks again. Really Cool.
Awesome content and tips that everyone can follow through it.