Forms and publications
Once the various bits of documentation are rounded up and reasonably complete, it always seems better to have a trial run at income-tax returns, just to see about withholding and alternate ways of doing the return. It's great that the IRS has a forms and publications site, complete with fill-in-the-blank forms. Needed forms or publications can be downloaded (best done by those with a fast connection). It's possible to order forms and publications for delivery through the mail as well, but only up to ten, which is silly, especially since old Publication 17 is not as inclusive as it used to be. In it there's way too much of "see publication so-and-so" for information that used to be included. I like the little publication that gives Spanish-language equivalents for pages and pages of tax terminology.
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