Did you pay any items you’re looking to reduce your tax liability with like student loan interest, mortgage interest, real estate taxes, mortgage insurance premiums, contributions, etc….

The forms required to claim this stuff may not be distributed until after January 31st. In fact, some 1099 items randomly pop up in March after you have already filed.  The best way to combat the problem is being prepared ahead of time.  Know what you’re waiting for and plan accordingly.

There is a tax planning document on my website for your review as a guide, a sort of check list.  If I prepared your returns last year and you haven’t received and organizer from me shoot me an e-mail.  stephanie@paulinestaxservices.com