01/13/2026
📌 Tax Tip Tuesday: Housekeeping Reminders
• IP PINs
If you’ve been issued an IRS IP PIN, the 6-digit PIN is required to file your tax return. You may retrieve it through your IRS account via ID.me or receive it by mail. Returns cannot be filed without it if one has been assigned.
• Verify Your Information
Before signing your tax documents, please carefully review all personal information, including:
– Name & date of birth
– Social Security numbers
– Bank account & routing numbers
Once your return is accepted by the IRS, banking information cannot be changed. If incorrect banking details are submitted, your refund will be issued as a paper check, which may cause delays.
• Marketplace Insurance (Form 1095-A)
If you had Marketplace health insurance, Form 1095-A is required to file your return. This form is typically mailed by the insurance provider or can be downloaded from your Marketplace account online.
• All Required Documents Matter
Please provide all required tax documents at the time of filing. Intentionally omitting income documents—such as W-2s or 1099s—in an effort to file early or receive an advance may result in your return being delayed or placed on hold. Any delays caused by documents that were intentionally left out are not the responsibility of the tax preparer once the return has been submitted.
• Tax Refund Advances
Refund advances are available up to $7,000 and run through March 15. Please do not rush to file solely for an advance if all required documents have not been received.
• Education Credits (Form 1098-T)
If you attended a college or technical school, you will receive Form 1098-T. This form may qualify you for education credits that can increase your refund. Please wait until all school documents are received before filing.
• Amended Returns
If a return is filed with missing information, an amendment will be required. Amendment fees apply and must be paid separately.
📞 Questions? Contact us anytime:
Sisi’s Tax Preparation LLC
📱 941-585-4525
📧 [email protected]
✨ Now accepting new clients and excited to serve all returning clients this tax season!
Sierra Townsend
ID.me Wallet simplifies how individuals discover and access benefits and services through a single login and verified identity.