Please Note: These newsletters are published four times a year. Articles within them can ‘age’ or even become obsolete in the course of the quarter. For the most up to date tax law information, please read the 2015 Welcome Back Letter , my Blog or contact the office with any questions.
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Quick Tip: 'Tis the Season for Important Tax Paperwork
Keeping your records organized will help make sure you don’t miss out on valuable deductions when it is time to file.
Some documents to be on the lookout for:
- Wage and income statements (like W-2 or 1099-MISC)
- Health Insurance statements (like Form 1095)
- Proof of qualifying educational expenses (like Form 1098-T)
- Mortgage interest statements
- Retirement distribution statements
- Investment account statements
- Charity donation receipts