I have found nearly all of the tax forms that financial firms we do business with are online. The 1098's from the mortgage companies were both online. I was able to download the 1099-INT from our money market account as well.
Next week I hope to be able to get my husband's W2 online as well. Actually, that is the only form I'm waiting for. I will probably have filed our taxes by this time next week! Cool, huh?
The 1099G from our state came in the mail, so not everything is available online. But it sure doesn't hurt to start entering the information from the tax forms as you can get your hands on them.
Do you have a place to put the tax forms you receive yet? If not, get out a folder now so you have one place to go to when you do your tax return.
I use a basic folder and actually write notes on the inside of the folder. I include a list of tax documents I need and check them off once I have entered them in. I also use it to make some calculations. Although maybe not the best idea, I listed the user name and password for the online program I'm using this year.
Tax filing can be quick and painless if you are organized and stay on top of the things you need. Need a hint about what you need? Look in last year's tax file or a copy of your 2008 return.
Happy tax filing!
Tax Tip: Your Forms are Online
January 16th, 2010 at 09:37 pm
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January 17th, 2010 at 05:34 am 1263706482
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Besides the form 1040, you'll need a schedule C or C-EZ (depending how simple your business's books are) to figure out your profit or loss, and a schedule SE to figure out your self-employment tax.
January 17th, 2010 at 04:15 pm 1263744930
I got everything else online - yes. I think the official mortgage 1099 is not done, but they had a transaction history of interest. I calculate it as I go, anyway, but nice to know we agree.
My taxes are mostly done. I have to file by Jan. 31 if I don't want an IOU from the state! But, didn't owe them anything (As planned, phew!)
January 17th, 2010 at 05:01 pm 1263747680
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