Tax Season 101: What You Need to Know Before Filing

Our weekly #CreditChat started in 2012 to help our community learn about credit and important personal finance topics (e.g. saving money, paying down debt, improving credit scores). Each chat is hosted by @Experian on Twitter and all are welcome to participate. DM us any questions.

Get ready for Tax Season with a helpful conversation about what you need to know before filing! Join us for an informative chat, where we’ll discuss the basics of tax prep. See you there!

Topic: Tax Season 101: What You Need to Know Before Filing

When: Wednesday, March 15, 2023 at 3 p.m. ET.

Where: Join the live hashtag discussion

The panel will include: Rachel Gibbs, AFC®️,CFT-I™️,CFEI, MBA: Business and Financial Strategist and founder ofGibbs Financial Fitness; Beverly Harzog: Credit Card Expert and Consumer Finance Analyst for U.S. News; Rod Griffin: Senior Director, Consumer Education and Advocacy, Experian and Christina Roman: Consumer Education and Advocacy Manager at Experian.

Gift Card Giveaway

Enter here for a chance to win a $50 Amazon gift card! We will be announcing a winner at the end of the chat. Entry Period: Raffle open now and closes at the end of this chat at 4 p.m. ET. Complete rules here.

Questions we will discuss:

  1. What are the important tax deadlines to keep in mind for the upcoming tax season?
  2. What documents should people gather before starting to prepare their taxes, and how can they stay organized throughout the process?
  3. How do you decide whether you should do your taxes yourself or you should work with a professional?
  4. How can freelancers or self-employed individuals best prepare for tax season, and what unique considerations should they keep in mind?
  5. Where can I go for help if I have questions or need assistance with preparing and filing my taxes?
  6. What impact does having dependents or being married have on one’s tax filing status, and how can people navigate these situations? What about divorce?
  7. What are some tips for maximizing your tax refund or minimizing your tax liability, and how can you plan ahead?
  8. If you get a return, how can you use it to improve your financial health?
  9. What should people do if they owe taxes but cannot afford to pay them in full by the deadline?
  10. How can people protect themselves from tax scams or fraudsters during tax season, and what red flags should they be aware of?

Check out our complete list of upcoming personal finance Twitter chats here.

Never miss a blog post!

Subscribe to keep up with all things Experian.