This is the month most of us receive important pieces of paper. Remember to open every envelope. Even odd looking documents from your mutual funds and brokers may be needed.
Bob and I have a gathering envelope near the phone in the kitchen. It's one of those plastic see-through letter size files that close with Velcro. We put everything in there that might be needed.
Needed for what? For our taxes. We will be getting W2s and 1099s plus statements of activities that may be reflected on our 2008 tax returns.
Our envelope already has 3 W2s and a postcard from the State of Illinois itemizing the amount of tax refund we received last spring from filing our 2007 taxes. We also have received our tax booklet for 2008 from the state.
I have stuck our checkbook register for the year in there plus all the charitable receipts and statements. By gathering all those pieces of paper in one place, it will help when we sit down to do our taxes.
Get your own method in place to catch all those numbers you will need between now and April 15.
'til later
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