Your 2025 Tax Prep Checklist: IRS Tools & Reminders

Tax season is just around the corner, and the IRS wants to help you make filing your 2024 taxes as smooth as possible.

Whether you’re filing for the first time or a seasoned pro, the IRS “Get Ready” campaign is packed with tools and reminders to set you up for success when tax season kicks off in early 2025.

With new digital tools and helpful resources, the IRS is streamlining the process so you can spend less time worrying about taxes and more time enjoying life.

Here’s what you can do right now to make 2025 tax filing a breeze:

1. Set Up Your IRS Online Account

One of the easiest ways to take control of your taxes is by using the IRS Online Account.

It’s your one-stop shop for viewing key information like your adjusted gross income, checking balances, and even signing forms electronically.

You’ll need a photo ID to verify your identity as a new user, but once you’re in, you can:

• See details from your most recent tax return.
• Request an Identity Protection PIN for added security.
• View wage and income transcripts.
• Manage payment plans, view balances, and make payments.

Bookmark this tool for quick access anytime at IRS.gov.

2. Get Your Paperwork in Order

Avoid the last-minute scramble by gathering your tax documents now.

Look out for essential forms like W-2s or 1099s, and make sure you’ve accounted for all taxable income, including gig work or digital asset earnings.

Pro Tip: Organizing your records can help you uncover deductions or credits you might otherwise miss. If you’ve had a life change—like a new job or a baby—double-check which credits apply to your situation.

3. Review Your Tax Withholding

Had a big refund or owed taxes last year? Now’s the time to adjust your withholding. Use the IRS Tax Withholding Estimator to ensure you’re on track.

If changes are needed, submit a new Form W-4 to your employer. But act fast—there are only a few pay periods left in 2024 to adjust your withholding for this year!

4. Choose Direct Deposit for Faster Refunds

Want your refund quickly and securely? Opt for direct deposit. Paper checks are 16 times more likely to be lost or delayed compared to electronic refunds.

Don’t have a bank account? Check out resources like the National Credit Union Locator tool or the Veterans Benefits Banking Program for affordable options to get started.

5. Lend a Hand: Volunteer for VITA or TCE

If you’re confident with taxes and want to make a difference, consider joining the IRS Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) programs. These programs offer free tax prep services for eligible taxpayers. It’s a rewarding way to help your community while brushing up on your skills.

6. Know How to Pick the Right Tax Pro

If you prefer leaving your taxes to a professional, choose wisely. Look for certified public accountants, enrolled agents, or trusted tax preparers using the IRS Directory of Federal Tax Return Preparers with Credentials.

Picking the wrong preparer could cost you financially, so make sure you’re working with someone credible.

Why Start Preparing Now?

Getting a head start on tax prep can save you time, stress, and money.

By using the IRS’s tools and following these steps, you’ll be ready to file confidently in 2025. Plus, you might discover deductions or credits that put extra cashback in your pocket.

Tax season doesn’t have to be overwhelming. Take these simple steps today, and you’ll thank yourself when filing time comes around.

For more tools and resources, visit IRS.gov.

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