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MVCU, Taxes, Filing taxes, Tax tips
Home / Tools / Preparing for Tax Season
Preparing for Tax SeasonBy merrimack on 3/7/2024

Preparing for Tax Season

Now is the moment to turn your attention to your tax obligations. With less than 60 days remaining until the tax deadline now is a good time to prepare your documents and file.

Save the Date

The 2024 tax filing deadline is April 17. You will want to schedule an appointment with a tax professional or complete filing on your own in advance. If you need a filing extension, you can request an extension on the IRS website*.

Get Yourself Organized

Before you begin, make sure you have all the correct forms, like a W-2 and/or 1099. Maximize your contributions to your 401(k), IRA, or HSA to minimize your tax liability. Additionally, gather receipts and documentation for deductible expenses, such as charitable contributions and business-related costs. 

Protect Yourself from Scams

Tax season is an opportune time for scammers to steal your personal information. Do not give out any personal information like your social security number or bank account details. Tax identity theft generally starts when a thief accesses someone else’s personal information, and files a fake tax return under that person’s name, claiming the refund for themselves.

Get Started Today!

As a member of MVCU, you can save money on TurboTax through Love My Credit Union Rewards*.

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