The Sturbridge Taxman's Blog

Clues to help solve your financial and tax puzzles!

Archive | Reminders RSS feed for this section

21 Most forgotten items when you go to visit your taxman

Massachusetts residents: Form 1099-HC 20) Forms W-2 for wages 19) Forms 1099-INT for bank interest 18) Forms 1099-DIV for dividends 17) Forms 1099-G for unemployment compensation 16) Forms 1099-G for state tax refunds 15) Forms 1098-E for student loan interest paid 14) Forms 1099-MISC for self employment income 13) Information regarding gambling winnings and losses […]

Comments Off on 21 Most forgotten items when you go to visit your taxman Continue Reading →

New Client Tax Organizer

I have posted an updated client organizer for the upcoming tax season. Please read through it and fill out any applicable information. I want to especially draw your attention to the mileage worksheet which will be required if you use your automoblie(s) for business purposes.

Comments Off on New Client Tax Organizer Continue Reading →

Important: Late Filers Please Read Regarding Filing Extensions

An extension of time to file will be submitted to the IRS and States for all income tax returns with missing information on April 1, 2007. Note that extra charges apply. Note that an extension of time to file is not an extension of time to pay. Taxes paid after April 17, 2007 are subject […]

Comments Off on Important: Late Filers Please Read Regarding Filing Extensions Continue Reading →

Whether you drop off your tax info or meet with me, be prepared

I have provided several tools for you to use to make sure you remember all the items needed to complete your tax return and not forget any deductions you are entitled to. Before you come for your tax appointment or send your tax information to me, review the following items (all available on this web-site): […]

Comments Off on Whether you drop off your tax info or meet with me, be prepared Continue Reading →