The 2026 tax filing season officially commenced on January 23, 2026, bringing significant changes for taxpayers across the United States. As individuals prepare to submit their returns, experts emphasize the importance of being organized and informed about the new tax landscape.
Essential Preparations for Tax Filing
To successfully navigate the filing process, taxpayers will need to gather essential personal information, including their social security number, address, and W-2 forms. Additionally, any documents relevant for claiming credits or deductions should be collected in advance. Mark Steber, chief tax officer at Jackson-Hewitt, highlights the necessity of early preparation: “This year, there’s more reason than ever to be excited about your taxes.”
Steber advises that taxpayers should plan systematically, especially as January marks the beginning of the influx of tax documents. “Documents may arrive via mail or electronic email, so it’s vital to stay vigilant,” he noted. An organized approach can alleviate stress during this busy period.
Benefits of Early Filing
Starting the filing process early can provide several advantages. Mark Cody, an accountant, shared insights on why early submissions can be beneficial: “I have people who are coming in now. They have all their paperwork and are starting right away. It’s a benefit because the IRS is less busy during the early part of the year.” He also cautioned that as the season progresses, both systems and personnel can become overwhelmed, leading to potential delays.
As taxpayers prepare their returns, they can also access free income tax assistance programs available throughout the country. These resources can help individuals navigate the complexities of tax filing and ensure they maximize their eligible credits and deductions. For those seeking assistance, various programs can be located online or through local community organizations.
With these insights, taxpayers can approach the 2026 tax season with confidence, ensuring they are well-prepared to meet their filing obligations while taking advantage of the changes this year brings.
