Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 4
And a PSA for all:
Please give your tax preparer the complete 1099 package. All of the pages. ALL OF THEM. Don't pull out just a couple of pages. First off, the pages are almost always numbered something like "3 of 10". If I don't have all 10 pages, I start wondering what is missing. So then I have to call you to find out what is on those missing pages. But mainly, I look at hundreds of brokerage 1099s a year. I can skip over any extraneous pages faster than you can remove them. And then I KNOW I have all of the info from the broker. I can finish your return quicker and with more confidence that it's right. You are not simplifying my life by removing those pages. You are complicating it.

Yes! Yes! Yes!

Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.