Join us each week for a to-do and helpful tips so you’ll be ready for tax season and save money this year!
This week’s task and tip:
Track your trades: Most brokers will mail their clients an annual trading summary, usually sometime in March. If not, start a spreadsheet this week that makes note of the date any securities were purchased or sold, the number of shares and the currency. It’s also a good idea to provide your accountant with the name, phone number and email of your advisor in case any clarifications are needed.
Check out week one’s tax to-do: Find the right accountant for your family’s needs
Check out week two’s tax to-do and tip: Create the perfect organization system
Check out week three’s tax to-do and tip: Check your tax check list
Check out week four’s tax to-do and tip: Round up your kids’ activity receipts
Check out week five’s tax to-do and tip: Sort out your family’s medical expenses
Check out week six’s tax to-do and tip: Get your kids rental receipts and tuition slips
Check out week seven’s tax to-do and tip: Request donation receipts
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