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12 Days of TaxMas! Day 1

Tax Tips

December 13, 2025•2 min read

12 Days of TaxMas Tax Tips!

Day 1: Update Your Information!

Welcome to Day 1 of our 12 Days of TaxMas Tax Tips! Today, our topic of discussion is all about updating your information! Before tax season hits full speed, one of the most important things you can do RIGHT NOW is make sure all your information is updated everywhere that matters. A small mistake — wrong address, outdated name, or old employer on file — can delay your tax documents, slow down your refund, or even cause IRS notices you didn’t expect.

Here’s your Taxmas Tips of the Day:

📝 1. Update Your Information With Employers

Still waiting on your W-2 every year?
Make sure your current AND former employers have your correct mailing address, email, and phone number. If they send your forms to the wrong place… you’re stuck waiting.

📨 2. Update the IRS

If you’ve moved recently, use Form 8822 to notify the IRS of your new address.

The IRS does not automatically update your info just because USPS did a change-of-address. If the IRS mails a notice or important document to your old address, you may never see it.

🏦 3. Update Financial Institutions & Anyone Sending Tax Docs

These can include:
✔️ Banks
✔️ Student loan servicers
✔️ Investment accounts
✔️ Mortgage lenders
✔️ Unemployment offices
✔️ Retirement accounts
✔️ Health insurance providers (Marketplace included!)

If they don’t have your current info, your tax forms may be delayed — and you can’t file without them.

🎁 Bonus: Updating = Faster Filing + Faster Refund

When all your paperwork arrives on time, there are no delays, fewer surprises, and you can file early… which means you’re at the front of the refund line. 💰