Is there a checklist of what sources I should be waiting on tax forms from?
Is there a checklist of what sources I should be waiting on tax forms from? This year I really diversified my finances, and I don’t want to get over-excited doing my tax return only to get a form a few days later. Is there a good list somewhere of what forms I should be collecting before doing my taxes? For example, I know I need to wait for 1099-INT or 1099-DIV forms from brokerages or banks, I’ll obviously need my W2….