3. Round up all of your paperwork BEFORE you file.
Clients facing deadline pressure ought to make sure they’re not missing any Form 1099s, charitable-deduction receipts or any other paperwork that the Internal Revenue Service will need. It’s easy for those little slips of paper to get lost.
“Sometimes you have one-off investments somewhere in a different custodian and you didn’t get the 1099, or you disregard it or lose it,” said Gavin Morrissey, senior vice president of wealth management at Commonwealth Financial Network.