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How to Handle All Those Forms Your mailbox has started filling up with tax forms over the last several weeks and there are likely more to come. Getting your forms organized makes your tax filing easier for everyone involved. Here are some tips on how to handle all the forms you get. Collect them all Check last year's tax records, and make a list of the forms you received. Add any new accounts, employers or vendors and check the forms off as you get them. Check for digital forms More employers, banks and others are making their tax forms available to you electronically, so you may not get a paper form in the mail. Be sure to check your inbox for any missing forms before you file, and don’t forget to check your junk or spam email folders as well, just in case any tax information accidentally ends up there. Fix errors Double check to see if there are any errors on the forms you receive. If there are, contact the issuer via phone and in writing to get the problem fixed. If you can't get a corrected form, still report everything on your forms to the IRS, but add a correction explaining the error when you file your return. That way you can still file. Commonly overlooked forms While getting all your W-2 and 1099 forms is important, there are three forms worthy of special attention before you file: 1095 – Proof of health insurance 1098-T – Confirmation of tuition and fees paid 1099-K – Confirmation of payments you receive from a third party service...