Today is another important tax date!

Today is the last day for institutions to mail the first run of 1099, 1098, and other tax forms. I have received most of mine and am almost ready to file. My taxes have been a little complicated the past few years due to stock trading and the endless 1099 revisions they produce.

I am happy to say that I sold all my taxable account holdings and moved the money to my Roth IRA. I originally kept them in my taxable brokerage for flexibility but I have traded out that strategy for my cash emergency fund at SmartyPig. Overall this will make my tax life easier in the long run.

Be sure to keep an eye on your mail this week. You should get plenty of "Important Tax Document Enclosed" envelopes in the mail!

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