10 Common Tax Mistakes (And How to Fix Them) 

Whether you’re filing for the first time, entering a new tax bracket or working with similar details from last year – there’s always room for tax filing errors. Thankfully, Rally’s financial wellness partner Green Path is here with a cheat sheet of common issues – and the best ways to resolve them. 

1. Wrong Numbers:

Before you submit, double-check SSNs, income and bank details. Typos can delay refunds. 

2. Missing or Incorrect Forms:

Forgot a 1099 or Schedule? File Form 1040-X to amend your return. 

3. Dependent Dilemmas:

Review IRS rules. If you claimed someone incorrectly, file an amended return. 

4. Credit Confusion:

Misreported EITC or Child Tax Credit? Confirm eligibility and correct with Form 1040-X. 

5. Unreported Income:

Freelance or gig work counts! If the IRS flags it (CP2000), respond quickly. 

6. Taxable Social Security Mistakes:

Use the IRS worksheet to recalculate. Amend if needed. 

7. Math Errors:

E-file to reduce mistakes – software catches most of them. 

8. Unsigned Paper Return:

Simply sign and resubmit. No signature = no processing. 

9. Wrong Mailing Address:

Use the correct IRS address from IRS.gov – or e-file to avoid this entirely. 

10. Incorrect Direct Deposit Info:

Triple-check routing/account numbers. Wrong information can send your return to the wrong person. 

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