Keith Boyer's Blog

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Tax Reporting Documents

 

Most reporting entities, brokerage houses, mortgage payee’s, banks, etc, are encouraging clients to sign up for paperless delivery of tax documents.  Should you do so, please be sure to print the tax reporting documents as you will not receive them in the mail.  Missing information delays the completion of your return or results in the omission of income or deductions.  In the case where income is omitted there will be subsequent correspondence from the taxing authorities with interest due on the underpayment.  Thank you for helping us get your return done right the first time.

 

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