Have You Received Your Tax Forms Yet?

FacebooktwitterlinkedinFacebooktwitterlinkedin
If you worked any part of last year or collected any money from anyone including the government, you should have one of two of these tax forms in your hot little hands by now. By law, you should’ve had them by January 31st.
Image


Yeah, I know, tax time is no fun at all for most people to think about.

And it’s not even that you’ll have to pay anything. It’s just all the forms you have to fill out. And it seems like they're getting more and more complicated every year. But we all have to do the best we can because if we don’t, well, we could end up with the IRS knocking on our door.

So I just want to give you a heads up, or at least a head start, on some of the forms you should have by now. They could’ve been sent either through snail mail or your email.

Yes, I said snail mail. As in the US Postal Service. Many companies and government entities still send these documents via snail mail. And it’s really easy to not know what they are so you might have just thought they were junk mail and threw them in the trash.

If you think you may have done that, don’t worry, don’t panic. You can always call the appropriate company or agency right away and get a copy resent. It’s really that easy to take care of.

The other thing is that some companies are just slow. So your call would be a nice friendly reminder for them to get their acts together.

Lastly, know that I’m not a tax person, accountant, or financial advisor. I’m just a person who’s been filing tax returns since 1976, yikes! While I’m familiar with these more common forms, this is not the end-all, complete list of possibilities. Please talk to a certified tax accountant to get the full list of forms that apply to you and your situation.

There could be more or less but just take a quick look and see what sounds familiar. As I said, I just want to give you a heads up, or at least a head start on what to look for.


Tax Forms You May Be Missing

If any you have been in any of these situations in the previous year:
You should have received this form:
If you've received a paycheck from an employer
Form W-2
If you're paying for health insurance through some sort of state or federal marketplace (and not your employer )
Form 1095-A
If you've made mortgage (house) payments (not rent)
Form 1098
If you’re collecting Social Security
Form SSA-1099
If you've pulled any money out of a retirement account, such as a 401K
Form 1099-R
FacebooktwitterlinkedinFacebooktwitterlinkedin

Leave a Reply

Your email address will not be published. Required fields are marked *