In this episode, we discuss some important things to gather for your accountant at tax time that go beyond the forms you receive in the mail like 1099's and W-2's.  For instance, we discuss the items needed to gather if you make 529 plan contributions, make qualified charitable distributions or make a 60 day IRA rollover. There are many items that simply require you to keep good notes and deliver those to your accountant - no form will arrive to explain it for you.  We discuss several of these in this episode.