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Organize Your Tax-Prep Forms, Tally Expenses.(SERIES: MUTUAL FUND MONTHLY)(IBD SPECIAL REPORT)(TAXES)
Byline: STUART WEISS
Feb. 1 marks the unofficial beginning of tax season and for many the impending scramble to steer clear of trouble with Uncle Sam.
Being forewarned means being forearmed against possible costly mistakes. So here's a brief refresher on what to watch for.
By now, the U.S. Postal Service should have delivered to you various forms. Most spell out types of income you received during 2005.
Keep this paperwork. You or your tax preparer will need it to prepare your return.
The W-2 from your employer summarizes wages. It also totals federal and state income tax withheld. You must attach this form to your tax return. If you misplace it, call your company's payroll department.
You should also have received 1099s. Banks, brokers and mutual funds send them. You may also get them for any consulting work you did in 2005.
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