Filing taxes can feel simple until one retirement form, one distribution, or one benefit statement changes the whole return. The good news is most “surprise” tax bills are preventable when you review a few key areas before you file. This checklist is meant to help you spot the common traps early, confirm what paperwork you should expect, and avoid leaving money on the table. A little prep also makes it easier to ask the right questions if you use a tax pro or software. Here are the tax rules seniors should run through before April.
