2016 Tax Documents Checklist and Questionnaire (PDF)
To help you organize your tax materials
1099 Reporting: everything you need to know
Did you make any payments in 2017 that would require you to file Form(s) 1099? If you run a business or own rental property, you need to know how exposed you are to these reporting requirements, which carry high penalties for neglect.
Tax Information for Students Who Take a Summer Job
And there's more student-related info at Tax Information for Students.
Where to Find What in an Emergency (PDF)
Keep a master list of your most important personal and business records — and where to find them.
Prepare for Natural Disasters by Safeguarding Tax Records
A timely IRS guide to keeping your important financial records out of harm's way, plus tips on documenting your valuables, updating business emergency plans and even making sure your payroll service is bonded against default. Given recent events here in New England, now is a good time to prepare — before the next hurricane wanders through.
The forms listed on this page are in PDF (Adobe Acrobat) format. If you don't already have the free Adobe Reader software on your computer, you can download it from Adobe's web site.
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