World Class Performance

Latest Newsletter Edition

Quick Tip: ‘Tis the Season for Important Tax Paperwork

Keeping your records organized will help make sure you don’t miss out on valuable deductions when it is time to file.

Some documents to be on the lookout for:

  • Wage and income statements (like W-2 or 1099-MISC)
  • Health Insurance statements (like Form 1095)
  • Proof of qualifying educational expenses (like Form 1098-T)
  • Mortgage interest statements
  • Retirement distribution statements
  • Investment account statements
  • Charity donation receipts