What do you think, Rich?

[NocturneSiren]

I get lost in what's worth filing and optional vs. what is minute but required to file. Up until two or three years ago, my dad filed our taxes using 1040EZ. After that, my friend's mom filed them using software on her computer.

I have a very small stock ownership in Wal-mart that I have lost track of completely. I used to get some kind of tax form for them, but no longer do. To my knowledge, they've never been used/applied to calculate my taxes either positively or negatively. I have never received any money from this stock, as I believe the dividends were set to automatic reinvestment or something. I've never sold it, either. It exists out in space, really. Am I omitting something very important on my tax filing?

Secondly, I began paying on my student loans in December 2006. I received a 1098-E for 2007 and 2008. I did give them to my tax preparer, but she didn't seem very interested in them. I'm thinking she may not have used them at all. If this is the case, is there a way to correct that? Also, I saw on the other thread that you stated the loan companies send out the form in February. Should I wait to file our taxes until then?

Is there anything that I should expect to need or include on my tax filing for my 401k which was rolled over to a USAA IRA?

If I could just get a grip and wrap my brain around everything, I want to start filing my own taxes.