Optimizer Legal
Optimizer Legal
Optimizer Legal
Optimizer Legal
Optimizer Legal
Optimizer Legal; Additional Important Information
The optimizer is a tool to help you consider whether to adjust your federal withholding or make other tax planning adjustments. It is in your sole discretion whether to follow any suggestions or guidance. The optimizer is best suited for individuals who earn the majority of their income domestically through a direct employee relationship (i.e., Form W-2) or as an independent contractor (i.e., Form 1099) in one of the U.S.’s fifty states or the District of Columbia. If your tax situation is complex, or if you would like specific tax planning advice as to your particular situation, please consult a qualified tax advisor.
Your actual refund or tax amount may vary: The optimizer’s expected federal refund or tax amount is an estimate based on the data you provide at a particular point in time. Your actual refund or tax amount could be higher or lower for many reasons, including but not limited to information that isn’t included or any changes to your income or benefits, filing status, family status, or federal tax laws. In addition, the optimizer takes into account then-current law and regulations, which can change, sometimes with retroactive effect.
The optimizer only provides estimates for federal withholding and taxes. It takes into account information that you provide, which may include wages, household, education, and capital gains, as well as the most typical credit and deductions, including standard deductions, child tax credit, earned income tax credit, dependent credit, capital gains treatment, American opportunity and lifetime learning credit, and qualified deductible expenses. The eligibility and applicability of certain credits and deductions may vary depending on your specific tax situation. Please also consider any applicable state or local income taxes, which may differ depending on where you live and work.
The optimizer helps you consider whether to make potential federal withholding or tax planning adjustments. It is not tax, legal, financial, or other professional advice. The optimizer relies on the accuracy and completeness of the information you provide at a given point in time. Where any estimates or guidance are provided, you are solely responsible for deciding how and whether to make any payments or adjust them if your circumstances change. If your circumstances change during the year, such as by getting a second job, increasing or decreasing your work hours, getting married or divorced, having or adopting a child, etc., or if tax laws change, you may need to update your information. Check your withholding regularly and adjust it if your circumstances change, which can help protect against having too little tax withheld and an unexpected tax bill or penalty at tax time.
Because the optimizer tool provides only estimates for your federal tax situation at a given point in time based on the information you provide, we cannot guarantee or provide any assurance that your actual withholding will be sufficient to cover all of the taxes that you owe, or that you will be entitled to a refund of any specific amount once your tax returns are prepared and filed after the close of the year.
You are solely responsible for remitting any amounts owed by you to the IRS or other governmental authority in a timely manner according to IRS or other authority’s rules and regulations. You should update the data or information you provide to reflect any changes to your situation or circumstances that may affect your tax withholding rates when you become aware of those changes. April is not liable to you, any tax authority, or any third party for any losses, penalties, or damages, relating to your adherence to your tax obligations.
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1. If you find an error in the tax preparation that entitles you to a larger refund (or smaller liability), we will refund any fees you paid us to use our service to prepare that return and you may use our service to amend your return at no additional charge. To qualify, the larger refund or smaller tax liability must not be due to differences or inaccuracies in data supplied by you, your choice not to claim a deduction or credit, positions taken on your return that are contrary to law, or changes in federal or state tax laws.
If our tax preparation software makes a mathematical error that results in your payment of a penalty and/or interest to the IRS that you would otherwise not have been required to pay, April will reimburse you up to a maximum of $10,000.
If you receive an audit letter from the IRS or a state tax authority in connection with an accepted tax return filed through April, we will provide you with informational assistance, such as responses to frequently asked questions or links to resources on the IRS’s or other tax authority’s website. April will not represent you before the relevant tax authority or provide legal advice.
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