Preparing for Tax Season: Essential Steps to File Your Taxes
ur weekly #CreditChat started in 2012 to help our community learn about credit and important personal finance topics (e.g. saving money, paying down debt, improving credit scores). Each chat is hosted by @Experian on X (formerly Twitter) and all are welcome to participate. DM us any questions.
Tax season is right around the corner—are you prepared? Join us for a #CreditChat on Preparing for Tax Season: Essential Steps to File Your Taxes, where we’ll cover key deadlines, must-have documents, and smart strategies for maximizing your refund. Whether you’re a W-2 employee, freelancer, or small business owner, we’ve got expert insights to help you navigate tax season with confidence!
Topic: Preparing for Tax Season: Essential Steps to File Your Taxes
When: Wednesday, February 26, 2025 at 3 p.m. ET.
Where: Join the live hashtag discussion
The panel will include:
The panel will include: Jeanne Kelly: Credit expert, identity theft expert, speaker and founder of JeanneKelly.net; Phyllis Jo Kubey EA CFP NTPI Fellow: Immediate Past President, New York State Society of Enrolled Agents (NYSSEA); Thomas A. Gorczynski, EA, USTCP: Managing Member, The Gorczynski Group, LLC; Beverly Harzog: Credit Card Expert, Bestselling Author, columnist and podcast host at BeverlyHarzog.com; Rod Griffin: Senior Director, Consumer Education and Advocacy, Experian; Jennifer White: Consumer Education and Advocacy Team, and Christina Roman: Consumer Education and Advocacy Manager at Experian.
Gift Card Giveaway
Enter here for a chance to win a $50 Amazon gift card! We will be announcing a winner at the end of the chat. Entry Period: Raffle open now and closes at the end of this chat at 4 p.m. ET. Complete rules here.
Questions we will discuss:
- What are the key deadlines to remember for the upcoming tax season?
- What are the key documents you need to gather before filing your taxes?
- What is a 1099 form and what are some instances in which you might receive one?
- How can you choose between DIY tax software and hiring a professional tax preparer?
- What steps should you take if you can’t pay your tax bill in full?
- How does gig work or self-employment income affect your tax situation?
- How can you protect yourself from tax-related identity theft and scams?
- What are some common red flags that might trigger an IRS audit?
- How can adjusting your tax withholdings throughout the year impact your next tax return?
- If you are getting a tax refund, how can you use it to help you reach your financial goals?
Check out our complete list of upcoming personal finance Twitter chats here.