Statements mailed in January and February
Unless tax day falls on a weekend or holiday, you have until April 15 to file. However, most of the papers you need to document the income, interest and withheld taxes you report arrive in your mailbox in January, with investment-related 1099s often coming in February. Although the postal service may deliver some of them – your W-2, for example – email announcements that the documents are available online may land in your inbox.
Mortgage providers, credit card companies, banks and other financial institutions often post those important 1099 forms on your online account. So it’s a good idea to create an email tax folder for messages relating directly to tax information.