Money Moves to Make Before April 15
- What to do with your money before tax day
- Tax filing services
- Costs of financial planning
- Pros and cons of planning for tax season
- The bottom line
What to do with your money before tax day
If you owe money
Change in withholding allowance
Changes in your filing status
Certain types of jobs
If you receive a refund
Set a financial goal
Pay off debts
Tax filing services
DIY tax preparation software
- IRS Free File
- Turbo Tax
- H&R Block
- Jackson Hewitt
- Credit Karma Tax
What’s the best way to file my taxes?
Costs of financial planning
- Planning to use your tax return money to save up for a major purchase? Then it’s important to consider the minimum balance and maintenance fees for your bank account.
- If you’re planning to invest your money in the stock market, consider the brokerage fees, minimum balances, and how much money you’re willing to risk.
- If you owe money, make sure you have a plan for making that payment.
- Whether you plan to use a DIY tax prep software or hire a tax preparer, make sure you understand the costs that come with filing your taxes before you make your decision. If you use an online DIY tax preparation software and need assistance, there may also be an additional fee to get that help.
Pros and cons of planning for tax season
You’ll know what to expect
It may be too late
The bottom line
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