02/11/2026
During this tax season, I noticed two common issues that caused delays:
1. Overtime Pay in 2025: If you received overtime pay, please bring your final 2025 paycheck. Sometimes overtime earnings are not clearly separated on the W-2. Your last paystub helps verify the total overtime premium paid so your tax prepaper can apply the correct tax treatment (including any eligible overtime premium deduction).
2. Marketplace Health Insurance (1095-A) If you had health insurance through the Marketplace at any time in 2025, you must have Form 1095-A. Without this form, your tax return may be rejected by the IRS because the Premium Tax Credit must be reconciled.
Bringing complete documents helps avoid delays and ensures your return is filed accurately.
Tax season is already stressful. Letโs make it smoother together!๐