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:

Form

Type

From

W-2

Income earned

Employer

W-2 G

Gambling/lottery earnings

Casino /state lottery group

1099-INT

Interest income earned

Banks

1099-DIV

Stock earnings

Brokers/stock companies

1099-G

Unemployment income

State

1099-G

2007 state refund

State

1099-MISC

Prizes/awards

1099-MISC

Income earned as self employed/contractor

Customers/clients

1099-R

Pension/IRA distributions

1099-SA

Social Security benefits

Social Security admin

1099-B

Proceeds from stock sales

Broker/ stock companies

1098

Mortgage interest paid

Mortgage company

1098-E

Interest paid on student loan

Loaner

1098-T

College tuition paid

College

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!).

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