If you just started receiving paychecks in 2025 (maybe you’re a recent graduate or new military recruit), this may be your first tax filing season. Before you do anything else, determine whether you’re required to file (https://bit.ly/3P0Nz9y). If you are, gather supporting documentation. This includes Forms W-2 and 1099, and receipts for any expenses you may be able to deduct even if you don’t itemize deductions, such as student loan interest. Eligible for a tax refund? Have your bank account number handy for direct deposit. And when asked on Form 1040 for your prior year adjusted gross income, enter “zero.” For help, particularly if your situation is complex, contact us.
