Here’s what you need to know to file successfully this year.

Key Deadlines

The deadline to file your 2024 tax return is April 15, 2025. However, if you live or operate a business in a federally declared disaster area, your deadline may be extended automatically. For example:

• Southern California residents affected by recent fires have until October 15, 2025, to file and pay their taxes.
• Taxpayers in areas hit by Hurricanes Helene and Milton—including Alabama, Florida, Georgia, North Carolina, South Carolina, and parts of Tennessee and Virginia—have until May 1, 2025, to file and pay.

If you need extra time and don’t qualify for an automatic extension, you can request a six-month extension by filing Form 4868 by April 15. However, this only extends the filing deadline, not the payment deadline. Taxes owed after April 15 will incur penalties and interest.

New Tools and Features

The IRS is introducing several updates to streamline the filing process of processing 2024 income tax returns:

• Chatbots and voicebots: Enhanced AI tools to answer common questions online and over the phone.
• Direct File program: Expanded to 25 states, allowing eligible filers to submit their taxes directly to the IRS for free.

The Direct File program now includes more tax scenarios, such as those claiming the Child and Dependent Care Credit.

Refunds

If you’re expecting a refund, filing electronically and opting for direct deposit is the fastest way to receive it. The IRS typically issues refunds within 21 days of accepting returns. However, refunds for those claiming the Earned Income Tax Credit (EITC) will not be processed until mid-February due to legal restrictions.

In 2024, the IRS issued over 103 million refunds, with an average amount exceeding $3,100. Use the “Where’s My Refund” tool on the IRS website to track your refund status.

Free Filing Options

The IRS Free File program is available for taxpayers with an Adjusted Gross Income (AGI) of $84,000 or less. Eight private-sector partners are offering guided tax preparation services, with one providing support in Spanish. Active-duty military personnel meeting the AGI requirement also qualify for free filing.

Important Notes

If you fail to file on time but are due a refund, you won’t face penalties. However, you won’t receive your refund until you file. For those who owe taxes, failing to file or pay by the deadline will result in penalties and interest.

Additionally, some taxpayers may receive separate checks from the IRS in the coming weeks. This includes payments for the 2021 recovery rebate credit, which the agency recently identified for 1 million eligible filers.

Final Tips

The IRS recommends filing early, filing electronically, and using direct deposit to ensure a smooth tax season. Stay informed and plan ahead to avoid last-minute stress!