Getting a hefty tax refund at the start of the year feels great, so why not make sure it’s as hefty as possible?
Depending on the filing status you choose to the dependents, deductions, and credits you claim, the exact amount of federal and state taxes you owe—and thus the refund you get, if any—can vary quite a bit.
To understand the impact these choices make and how you can help make sure you’re getting the maximum refund you’re entitled to, AAA spoke with tax expert Casey Schulte, Manager of Tax Development at TaxAct and an enrolled agent with more than 10 years of tax experience.