Avoid these Errors on Your Individual Income Tax Return

Here are some of the more common yet easily avoidable mistakes to avoid when filing your District individual income tax return.

  • Failure to complete the tax return
  • Failure to enter your complete and/or correct Social Security number
  • Failure to double check math calculations
  • Failure to select the correct filing status or not selecting a filing status (e.g. single, married)
  • Failure to clearly print your name, current address, including zip code directly on the tax return
  • Failure to enter on the form Schedule S (Supplemental Information and Dependents Return) your dependent(s)’ information – name, Social Security number, date of birth, and relationship to you
  • Failure to sign and date the tax return. Both signatures are required when filing jointly
  • Failure to staple required items to your tax return. Staple the following items to your tax return in the order and location shown in the D-40 instructions:
    • Any Form 1009 showing DC Withholdings
    • Form 1099 R – Distribution from Pension, Annuities, Retirement, etc.
    • Form W-2 – Wage and Tax Statement
  • Make sure that you receive written confirmation from the tax preparer that your electronically filed DC return was accepted
  • Failure to include on your tax payment your Social Security number, the tax year and the number of the form you are filing
  • Failure to prorate correctly or failure to subtract the income received during the period of non- residence

Deductions:

  • Failure to take same type deduction (itemized or standard) on your District tax return as that taken on your Federal tax return
  • Selecting the standard deduction when itemizing
  • Entering the incorrect number of exemptions
  • Not attaching form Schedule S (Supplemental Information and Dependents Return)

DC tax credits and payments:

  • Computing the tax $100,000 or over incorrectly
  • Failure to attach a completed Calculation J (Tax computation for married or registered domestic partners filing separately on the same DC return)
  • Childcare credit amounts computed incorrectly
  • Failure to attach a Form Schedule U (Additional Miscellaneous Credits and Contributions)
  • Low income and Earned Income Tax Credits (EITC) selected together
  • Taxpayers can only claim 40% of the federal EITC

DC withholding:

  • W-2s and 1099s not attached or filing without all of the W-2s and 1099s

Estimated tax:

  • Claimed but not paid or paid to the IRS
  • Refund issued because the overpayment was not designated as a carry forward

Extension payment:

  • Overstated or not made at all

Amended return:

  • Failure to check as an amended return (OTR’s system enters as a duplicated return)

Head of household:

  • Head of household claimed without dependents or a qualifying child
  • All supporting documents should be attached when submitting the tax return

Homeowner and Renter Property Tax Credit Return

If you file a DC Schedule H (Homeowner and Renter Property Tax Credit Return) to claim a property tax credit:

  • Include the square, suffix and lot numbers if you own the real property for which you are claiming the credit;
  • Include your landlord’s name, address and telephone number and the dollar amount of your rent for the year if claiming the credit based on rent paid; and
  • Report the federal Adjusted Gross Income (AGI) of the members of your tax filing unit

Do not file a DC Schedule H to claim the property tax credit if you lived in public or subsidized housing during the year.

Reminder: You can check the status of your refund via OTR’s tax portal, MyTax.DC.gov by using the “Where’s My Refund” tool on the homepage. This feature is available 24/7 and will provide an instant update on refund statuses.

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