The Super Bowl isn’t the only thing right around the corner—tax season is almost here. Just like game day, a little preparation goes a long way.Use this playbook to get a jump start on your tax preparation and set yourself up for a smooth, stress-free filing season.
Tax Season Playbook Dates
• January 26, 2026 – First day taxes can be filed
• February 2, 2026 – Deadline for employers to provide W-2s
• April 15, 2026 – Deadline to file your taxes or request an extension
• October 15, 2026 – Deadline to file if you requested an extension
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Tackle Tip #1: Decide on a Preparation Method
Before kickoff, decide how you’ll prepare and file your return. Start by marking key dates, gathering your materials, and choosing the option that works best for your situation. Be sure to review eligibility requirements before selecting a method.
Your filing options include:
1. IRS Direct File
This free option allows eligible taxpayers to prepare and file their own federal taxes electronically. Be sure to review the specific requirements to see if you qualify.
2. IRS Free File
Available to individuals with an adjusted gross income of $84,000 or less, this option provides guided tax software at no cost. If your income is above that threshold, free fillable forms are still available.
3. IRS Volunteer Programs (VITA)
The Volunteer Income Tax Assistance (VITA) program offers FREE tax preparation for qualified individuals. In Levy County, services will be available at:
o Levy County UF/IFAS Extension Office
o Tri-County Resource Center
Contact us for dates, appointments, and eligibility details.
4. Tax Professionals
If you prefer professional assistance, the IRS Tax Topic “How to Choose a Tax Return Preparer” provides helpful guidance on selecting a qualified preparer.
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Tackle Tip #2: Gather Your Materials
Once you’ve chosen your preparation method, don’t wait to schedule an appointment if you’re using a service. Review all policies and “What to Bring” requirements ahead of time.
Common documents include:
• W-2(s)
• Social Security numbers for everyone on the return
• Birth dates
• Prior-year tax return
This list is not all-inclusive. Review the IRS Gather Your Documents checklist to ensure you’re fully prepared before filing.
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Tackle Tip #3: Watch Out for Fumbles
Some taxpayers may face challenges filing due to prior disputes, unpaid tax debt, or other IRS-related issues.
Need help?
• Low Income Taxpayer Clinic (LITC): Provides representation and assistance for eligible individuals with tax disputes. The closest clinic serving Levy County is the University of Florida LITC.
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Tackle Tip #4: Score the Touchdown
With your appointment scheduled and materials in hand, you’re ready to score a touchdown by filing your return accurately and on time—well before the deadline.
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Questions or need assistance?
Contact Pamela Hughes
Phone: 352-486-5131
Email: pamela.hughes@ufl.edu
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