tax return
IRS submission document
A tax return is a form filed with tax authorities reporting income, expenses, and other financial information used to calculate taxes owed or refunds due.
In the U.S., individuals typically file annual returns with the IRS by April 15: I need to gather my W-2s before I can do my tax return.
The term also refers to the completed document itself.
Submit taxes digitally
- TurboTaxTax preparation software
- H&R BlockTax preparation chain
- itemizeList by particulars
- preparerOne who readies
CPA · accountant · software · electronic · submission · W-2 · 1099 · withholding
Amount paid exceeding debt
- direct depositFunds sent to account automatically
- refund checkPayment returning owed money
- rebateReturned portion of payment
- payoutMoney distributed to recipient
windfall · earned income credit · stimulus · advance · anticipated · bank account · routing number
Federal income tax deadline
- due dateWhen payment is required
- extensionAdded part or duration
- penaltyPunishment for wrongdoing
- late feePenalty for overdue payment
procrastination · quarterly · fiscal year · calendar · time management · compliance · payment plan · installment
Gifts to worthy causes
- mortgage interestFee for borrowed home funds
- medical expensesFees for treatment
- business expensesCosts of commercial operations
- education creditsTax reductions for schooling
retirement contributions · itemize · standard deduction · dependents · energy credits · tuition · home office · mileage
Federal tax collector
- examinationMethodical assessment or review
- scrutinyClose, careful examination
- complianceAdhering to requirements
- discrepancyDifference between expected and actual
verification · records · receipts · documentation · red flag · random selection · correspondence · appeals
Payment for work
- salaryFixed periodic employment payment
- earningsMoney gained from work
- capital gainsProfit from asset sales
- dividendsProfits paid to shareholders
interest · rental income · royalties · pension · annuity · commissions · tips · self-employment
e-file
Submit taxes digitally
preparer · CPA · accountant · software · electronic · submission · W-2 · 1099 · withholding · amended
overpayment
Amount paid exceeding debt
- direct depositFunds sent to account automatically
- refund checkPayment returning owed money
- rebateReturned portion of payment
payout · windfall · earned income credit · stimulus · advance · anticipated · bank account · routing number
April 15
Federal income tax deadline
late fee · procrastination · quarterly · fiscal year · calendar · time management · compliance · payment plan · installment · last minute
charitable donations
Gifts to worthy causes
- mortgage interestFee for borrowed home funds
- medical expensesFees for treatment
- business expensesCosts of commercial operations
education credits · retirement contributions · itemize · standard deduction · dependents · energy credits · tuition · home office · mileage · losses
IRS
Federal tax collector
- examinationMethodical assessment or review
- scrutinyClose, careful examination
- complianceAdhering to requirements
discrepancy · verification · records · receipts · documentation · red flag · random selection · correspondence · appeals · penalties
wages
Payment for work
- salaryFixed periodic employment payment
- earningsMoney gained from work
- capital gainsProfit from asset sales
dividends · interest · rental income · royalties · pension · annuity · commissions · tips · self-employment · freelance
- Federal TaxesIRS, Form 1040, 1040, W-2, 1099
- taxationVAT, withholding, deductions, deduction, taxpayers
- Canadian Documentshealth card, driver's license, birth certificate, citizenship card, passport
- financial documentsinvoice, receipt, check, bill, deposit slip
- financial recordsbank statements, ledger, account statements, invoice, balance sheet
- government servicesMedicare card, disability support, family assistance, housing assistance, rent assistance
tax returntax bill
Statement of taxes owed
tax assessment · tax refund · tax invoice · payment demand · audit notice
tax returntax evasion
Illegally avoiding government dues
tax fraud · tax avoidance · unreported income · hidden assets
return, tax, taxing, returned, returns, returning, taxes, returnable, overtax