Lexington Tax Preparation
Serving Central Illinois and the WEB Community
What to do NOW
Locate a copy of LAST YEAR’S TAX RETURN. You may need information from your 2008 tax return in order to file this year’s return electronically.
Make copies of:
Gather your Tax Documents · W-2 forms from each employer Your employer should give you your W-2 form by January 31st.
· 1099 forms (Bank interest statements, retirement income statements, unemployment compensation statements, etc.)
· Student Loan interest statements
If you itemize deductions:
· Mortgage interest statements
· Real Estate Tax statements
· Charitable contributions RECEIPTS
Some of the documents you may be expecting soon:
