It's that time of the year! We all wait anxiously beside the mail box to see if the new year's tax forms have arrived. (Sarcasm warning.)
So when should your mail-person bring those welcome missives? Well, W-2 Forms reporting your wages and tax withholding normally arrive January through mid-February. Employers can either mail out or deliver the Form W-2 by January 31st. If you haven't received your W-2 by mid-February, I'd call and ask for a replacement.
Documents reporting bank interest, student loan interest, mortgage interest, dividends, and other types of income or deductions also get mailed out at end of January. One exception, however, is Form 1099-B, the reporting of proceeds from stocks, bonds or mutual funds that you sold. It isn't mailed out until February 16th. Last year brokers were sending out two Forms 1099-B, the first to meet the IRS-imposed deadline, and a corrected 1099-B about a month later. A declaration of the fact that it could be corrected was included in the first mailing, thereby necessitating a wait before you filed. Irritating but necessary.
For a 2010 Tax Calendar of important dates, see here.
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