Ask Us Anything: Top Tax Filing Mistakes

03/22/2021

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Brent highlights common tax mistakes that can delay your refund or even cost you additional taxes, penalties, and interest.

Time Stamps:

  • Not filing your tax return on time – 0:27
  • Entering incorrect personal information – 0:56
  • Math errors – 1:31
  • Not reporting rollovers – 2:20
  • Capital gains and losses – 2:56
  • Backdoor Roth IRAS – 3:30
  • Incorrect bank information – 4:19
  • Not keeping tax records – 4:48
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