McCurdy Group - Insurance and Financial Consultants

Monday, January 25, 2010

Wait patiently for all your tax documents

Before calling for an appointment with your tax advisor or sitting down to work on your own taxes, make sure you have all the documents that you need. At this time, January 25, 2010, some people have all their tax documents, some are still waiting and some people think they have everything. Patience is important. Companies (those you work for, banks, healthcare companies, investment companies, etc) have until January 31st to have documents POSTMARKED. This year January 31st is a Sunday, therefore they have until February 1st. This means that paperwork will still be coming in mailboxes the first week of February. It is important to be sure you have all information when preparing your return.

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