It's January and Tax Documents Will Be Coming in the Mail

Happy 2009 to all of you! It is New Year’s weekend and if you’re like me, you’re taking the time to pack up all the holiday ornaments.  While you’re packing up, look for a box or good sized envelope or a basket to keep your 2008 tax season documents in.  It will take you much less time to prepare your tax return if all of the right documents are together.

Here’s a list of the documents that you may receive within the next month. Throughout January, I’ll talk about each type.  But for now here’s the list of the typical documents:

Keep an eye out for these documents.  My next blog will talk about W-2s and W-2Gs. Happy Tax Season to all of us.  May our tax preparation be easy and we all get a big refund (how we wish!).