Comments on: As Your Tax Documents Arrive in the Mail, Begin to Get Organized and Don’t Procrastinate http://genxfinance.com/2009/01/19/as-your-tax-documents-arrive-in-the-mail-begin-to-get-organized-and-dont-procrastinate/ Helping a unique generation achieve financial independence. Fri, 20 Nov 2009 23:09:41 -0800 http://wordpress.org/?v=2.8.4 hourly 1 By: MoneyTheory http://genxfinance.com/2009/01/19/as-your-tax-documents-arrive-in-the-mail-begin-to-get-organized-and-dont-procrastinate/#comment-103024 MoneyTheory Thu, 22 Jan 2009 06:28:50 +0000 http://genxfinance.com/?p=1064#comment-103024 I learned the importance of some of these concepts a few years ago when it was time to file my taxes, and I had to look all over the house for where I kept the forms that came in the mail. Now, I keep a folder just for them around this time of year, and as soon as they come in, they go right in there! I learned the importance of some of these concepts a few years ago when it was time to file my taxes, and I had to look all over the house for where I kept the forms that came in the mail. Now, I keep a folder just for them around this time of year, and as soon as they come in, they go right in there!

]]> By: Historical Stock Market Closings on Presidential Inauguration Days http://genxfinance.com/2009/01/19/as-your-tax-documents-arrive-in-the-mail-begin-to-get-organized-and-dont-procrastinate/#comment-102973 Historical Stock Market Closings on Presidential Inauguration Days Wed, 21 Jan 2009 23:31:24 +0000 http://genxfinance.com/?p=1064#comment-102973 [...] Generation X Finance: As Your Tax Documents Arrive in the Mail, Begin to Get Organized and Don’t Procrastinate [...] [...] Generation X Finance: As Your Tax Documents Arrive in the Mail, Begin to Get Organized and Don’t Procrastinate [...]

]]> By: Stock Market Indexes Drop On Obama’s Inauguration Day http://genxfinance.com/2009/01/19/as-your-tax-documents-arrive-in-the-mail-begin-to-get-organized-and-dont-procrastinate/#comment-102965 Stock Market Indexes Drop On Obama’s Inauguration Day Wed, 21 Jan 2009 22:59:06 +0000 http://genxfinance.com/?p=1064#comment-102965 [...] Generation X Finance: As Your Tax Documents Arrive in the Mail, Begin to Get Organized and Don’t Procrastinate [...] [...] Generation X Finance: As Your Tax Documents Arrive in the Mail, Begin to Get Organized and Don’t Procrastinate [...]

]]> By: Craig http://genxfinance.com/2009/01/19/as-your-tax-documents-arrive-in-the-mail-begin-to-get-organized-and-dont-procrastinate/#comment-102790 Craig Tue, 20 Jan 2009 14:49:09 +0000 http://genxfinance.com/?p=1064#comment-102790 @Eric Thank you. I haven't received anything yet from either employer, so I will give it a month and then take action. @Eric Thank you. I haven’t received anything yet from either employer, so I will give it a month and then take action.

]]> By: thomas http://genxfinance.com/2009/01/19/as-your-tax-documents-arrive-in-the-mail-begin-to-get-organized-and-dont-procrastinate/#comment-102696 thomas Tue, 20 Jan 2009 03:59:01 +0000 http://genxfinance.com/?p=1064#comment-102696 my w2 online showed up today. The first of many documents to come. my w2 online showed up today. The first of many documents to come.

]]> By: Eric J. Nisall http://genxfinance.com/2009/01/19/as-your-tax-documents-arrive-in-the-mail-begin-to-get-organized-and-dont-procrastinate/#comment-102636 Eric J. Nisall Mon, 19 Jan 2009 21:57:59 +0000 http://genxfinance.com/?p=1064#comment-102636 @ Craig: The legal deadline to distribute both W-2 and 1099 forms is January 31st, whether by hand, e-mail fax, or mail. All companies should know about this, and if you do not receive yours by the middle of February, you should feel completely within your rights to inquire into the status of your W-2. @ Craig:

The legal deadline to distribute both W-2 and 1099 forms is January 31st, whether by hand, e-mail fax, or mail. All companies should know about this, and if you do not receive yours by the middle of February, you should feel completely within your rights to inquire into the status of your W-2.

]]> By: Craig http://genxfinance.com/2009/01/19/as-your-tax-documents-arrive-in-the-mail-begin-to-get-organized-and-dont-procrastinate/#comment-102635 Craig Mon, 19 Jan 2009 21:50:31 +0000 http://genxfinance.com/?p=1064#comment-102635 Should employers automatically know they have to send out the W-2 form or do you need to be proactive and remind them? I am at a new job so would need 2 forms and am not sure when the appropriate time would be to ask the old employer. Should employers automatically know they have to send out the W-2 form or do you need to be proactive and remind them? I am at a new job so would need 2 forms and am not sure when the appropriate time would be to ask the old employer.

]]> By: Eric J. Nisall http://genxfinance.com/2009/01/19/as-your-tax-documents-arrive-in-the-mail-begin-to-get-organized-and-dont-procrastinate/#comment-102587 Eric J. Nisall Mon, 19 Jan 2009 17:12:38 +0000 http://genxfinance.com/?p=1064#comment-102587 Being organized and planning is always one of the most essential elements for financial health, and especially during tax time. With documents coming from so many sources, in differing formats, and at different times it is important to have a plan for compiling tax information. Being in the field myself, I have seen how difficult it can be to complete a tax return when I am constantly calling a client to obtain missing information, and it can be quite frustrating on both ends. What I (and many of my contemporaries) do is provide clients with a tax organizer, which is essentially a checklist that contains all of the prior years information and enables clients to input their figures for the current year side-by-side. This enables the client to see what information they need to collect and to make arrangements to obtain that information should they be missing it. I also post a helpful checklist for staying organized while all of the tax documents start rolling in called <a href="http://letsblogmoney.com/2008/12/09/get-a-jumpstart-on-your-2008-tax-return-by-getting-organized-early/" rel="nofollow">Get A Jumpstart On Your 2008 Tax Return By Getting Organized Early</a> Being organized and planning is always one of the most essential elements for financial health, and especially during tax time. With documents coming from so many sources, in differing formats, and at different times it is important to have a plan for compiling tax information. Being in the field myself, I have seen how difficult it can be to complete a tax return when I am constantly calling a client to obtain missing information, and it can be quite frustrating on both ends. What I (and many of my contemporaries) do is provide clients with a tax organizer, which is essentially a checklist that contains all of the prior years information and enables clients to input their figures for the current year side-by-side. This enables the client to see what information they need to collect and to make arrangements to obtain that information should they be missing it. I also post a helpful checklist for staying organized while all of the tax documents start rolling in called Get A Jumpstart On Your 2008 Tax Return By Getting Organized Early

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