IRS 2026, relating to 2025 income, may begin to influence the amount of your refund long before the official submission of the declaration. Until March 2nd, there are mandatory communications and validations on the Finance Portal that could make the difference between receiving more money or losing tax deductions.
According to Economy and Finance, a website specializing in economics, this preparatory phase is crucial for the Tax Authority to correctly calculate the tax based on the real situation of each taxpayer. Although the submission of the declaration only takes place between April 1st and June 30th, the tax calendar begins, in practice, weeks earlier.
1. Validate expenses in e-Fatura
One of the most important steps is confirming invoices in e-Fatura. As the website explains, all expenses incurred in 2025 must be correctly classified to be considered in collection deductions.
Pending or incorrectly framed invoices may reduce the refund amount. Validation must be done by March 2, especially in categories that allow additional benefits, such as health, education, nursing homes or expenses that benefit from the invoice requirement in certain sectors.
2. Update the household
Any change to the household that occurred between December 31, 2024 and December 31, 2025 must be communicated by this date.
Divorces, birth of children, shared custody or change of residence are examples that influence the tax calculation. According to the publication, the lack of this update could lead to the pre-filled declaration appearing out of adjustment to the reality of the household.
3. Submit proof of teaching attendance
If you are up to 26 years old, still part of the household and already earning income subject to IRS, you must submit proof of attendance at an educational establishment by March 2nd if you wish to remain included in the family declaration.
According to Economy and Finance, omitting this document could result in the young person being treated as an independent taxpayer, with an impact on the tax benefits associated with dependents.
4. Report income received
Owners who are not required to issue monthly electronic receipts must report rent received in 2025 by this date.
The same source recalls that this obligation avoids differences in settlement and potential subsequent corrections by the Federal Revenue Service.
5. Indicate expenditure on education in the interior or autonomous regions
Education expenses incurred within the country or in autonomous regions may benefit from tax increases. However, this benefit is not automatic.
According to the publication, it is necessary to communicate this situation by March 2 so that the additional deduction can be considered in the tax calculation.
Rents paid for properties located in the interior of the country may also entitle you to specific tax benefits.
According to , the taxpayer must indicate this situation on the Finance Portal by the same deadline, under penalty of the benefit not being reflected in the settlement.
Although many taxpayers only worry about the IRS from April onwards, these preliminary steps can directly impact the final result. A few minutes dedicated to checking and reporting data by March 2nd could translate into a larger refund or reduced tax payable.
Before submitting the declaration, it is worth confirming that everything is in order. The final value may depend on details that go unnoticed.
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