April 14, 2006, Newsletter Issue #11: Dealing with Missing or Late Tax Documents

Tip of the Week

Itís the end of February and you still havenít received all the Income Tax Filing documents you were expecting? If youíre expecting a refund, that can be a real pain. However, thereís technically no need to worry. First, try calling the employer, investment company, bank, or lender. If they say theyíve already sent the document(s), ask that a replacement be sent immediately. If that doesnít get results, you will need to call the IRS for help at 1-800-829-1040. Remember, even if you donít receive a form that you were expecting, the IRS may have. It is your responsibility to make sure you report all income from all sources on your income tax form.

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