time to file

Forum|Forum|2 years ago
January 31, 2024
1 reply
8 views

How can I know that I have received all of my documents and I am alright to file? I like to file early but have had to amend my taxes in the past when a tax document has arrived in the mail.

Ask the Experts - Early Filers - Jan 2024

RobertB4444

Level 15

You need to know which documents you are expecting each year. The first thing to do is to look at all of the documents that you received for the prior year. Do you have a new copy of all of those? Then, was there anything new this year? Do you have documents to cover everything new that occurred?

Often, the documents that arrive late are 1099s that cover business income which should already be included in the return or investment income that you weren't even aware of. If these are the types of documents that you are likely to receive then it may be best to wait until at least late February to file.

@Smileymama

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