I look forward to retirement in about a year. My tax returns should become simpler.................
If you have 401Ks or IRAs, you have to figure out how to minimize your required distributions to keep you in the lower tax bracket.
I retired in 2022. I overestimated withholding from Social Security, 401K distributions and retirement benefits so as to err on the safe side.
That and a lower tax bracket did allow for a generous refund. I’ve since made adjustments to my Fidelity retirement funds and am now in a comfort zone.
You’ll be fine.
There’s a lot of stuff I don’t do, due to the tax reporting burden.
My charity is cash. No body (here on Earth) needs to know. Don’t try to claim ‘subdidies’, too much paper and time required.
Do work for free. Maybe I kind of swap efforts with folks....
Take standard deduction. It is pretty hard to beat that, for me.