So Many Tax Forms, So Little Time!

Podcast: Money & Taxes from Bb to XYZ · Financial Planning Fort Collins

Opublikowano: 2026-03-05

In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, step inside Jason's "tax bunker" to break down the sometimes seemingly overwhelming world of tax documents. From W-2s and 1099s to K-1s and 1098s, they explain what forms to expect, why some arrive later than others, and why filing too early can sometimes create more problems than it solves. The conversation highlights the importance of patience during tax season, especially when waiting on brokerage statements or partnership K-1s that may trigger the need for an extension. The...