By the end of January, you should receive tax documents from employers, brokerage firms, and others you did business with.

By SoFi Editors. January 19, 2024 · 2 minute read

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By the end of January, you should receive tax documents from employers, brokerage firms, and others you did business with.

Waiting until the last minute to prepare for tax filing is never advisable. Taxes may not be as complicated for people with one employer, but for those who have side gigs or are self-employed, tax returns can take a while to fill out.

You should receive a Form W-2 by Jan. 31 or, with any mail delay, soon thereafter. The same deadline applies to certain 1099-MISC forms for independent contractors. Each financial institution that paid you at least $10 of interest during the year must send you a copy of the 1099-INT by Jan. 31 as well.

Whether your goal is to lower your taxes or just file them on time, the key is preparation. To answer your tax questions, we’ve compiled a selection of informational articles on such key tax topics as capital gains, retirement savings, stock options, refunds, and more.


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