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Be On The Lookout For These Tax Statements

Contributed by mm | January 23, 2005 06:15 AM PST



Another timely article from Bankrate reminds us of the tax forms we should collect -- no matter we decide to file by our own or use tax pros. Below is a quick breakdown:

What You Can Expect by End of January:

W-2: Earned income from employers
1098: (Homeowner) Mortgage interest and property tax payment
1098-E: Student loan interest
1099-INT: Interest you earned on savings, CDs, etc.
1099-DIV: Dividends and capital gains from stocks and mutual funds
1099-B: Stock, bond and mutual fund sales
1099-G: State or local tax refund
1099-R: Pension income or distribution from IRA or other retirement plan
1099-MISC: Self-employed income

Forms That Might Arrive Late

Form 5498: Contribution to retirement plans
Schedule K-1: Money from estate, trust, partnership or an S corporation

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Read More ... 41 Posts In The Same Category

11/27/05 | 2006 Tax Rates Preview | (2)
05/24/05 | Flexible Spending Account Gets More Flexibility | (2)
04/16/05 | Personal Finance Savviness: Bush vs Cheney | (5)
03/06/05 | How Do Your Deductions Stack Up?
03/05/05 | Yes, Bigger Refund This Year. But Is It A Good Thing?
03/03/05 | Taxes Become Counterintuitive | (2)
02/24/05 | Fear Of Tax Audit? File An Extension | (1)
01/17/05 | Don't Scream 'Audit Me!'
01/14/05 | January Tax Prep Tips
12/18/04 | Sales Tax Deduction Details Released
12/08/04 | Top Ten Tax-Complex Corporate Actions for 2004 | (1)
11/30/04 | 8 Profitable Year-End Tax Moves
11/22/04 | State Sales Tax Deduction: What's Next?
11/13/04 | Taxes and Consequences: The Second Term Begins
10/21/04 | New 401(k) and Social Security Tax Limit
10/21/04 | Should We Trust Roth IRA? | (1)
10/09/04 | State Sales Tax Deduction Closer to Reality
10/06/04 | Preparing for Tax Year 2005
08/25/04 | Bush vs. Kerry On Your Tax Bill
08/09/04 | No $400 Advance Child Tax Credit This Year
08/05/04 | IRS Publication 15 and Income Tax Withholding
07/01/04 | Do You Live in a Tax-Friendly State? | (1)
06/23/04 | Kiplinger's Tax Map
06/23/04 | State Sales Tax Deductibility for Residents of WA and Six Other States
04/19/04 | John Kerry's Tax Hypocrisy
04/15/04 | The Growing Class of Americans Who Pay No Federal Income Taxes
04/14/04 | The President's Tax Return
04/14/04 | Kerry's Gas Tax Increase Calculator
04/04/04 | Top 10 Most Unusual Sales Tax Laws for 2004
02/29/04 | An Average Refund Check of $2,292
02/27/04 | Temporary AMT Relief in FY2005 Budget
02/22/04 | 6 Signs You Don't Need a Tax Pro
02/10/04 | New Saving Accounts, Now Four Types
02/06/04 | Tax (R)evolution Opinions from Bush, Kerry and Edwards
02/04/04 | Shall We Trust Roth IRA?
01/04/04 | National Taxpayers Union 2004 Taxpayer Wish List
11/25/03 | A Home's Real Tax Savings
11/18/03 | An Interesting Tax Gimmick




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