Employers must provide employees with a W-2 by Jan. 31.

Businesses that hire independent contractors will have to give them their 1099-MISC by that date.

Retirees should also pay attention to their mailboxes in January. That’s when the Social Security Administration sends beneficiaries an SSA-1099, which will detail what they received during the previous year.

Continue reading “When Key Tax Documents Will Arrive” →

• Certain refunds won’t be available until late February.
• The IRS expects nearly 155 million individual tax returns for 2017.

For those of you who like to get your taxes done at the beginning of the season pay attention to your mail. All the documents and statements you will need to prepare your tax return are on the way.

Continue reading “Tax season starts on Jan. 29. Here’s What You Need to Know” →