Tax Forms waiting to receive?

iVillage Member
Registered: 10-25-2005
Tax Forms waiting to receive?
4
Wed, 02-01-2006 - 7:43am

I am trying to figure out if we have everything. What do you all wait for?

W-2's from work
Retirement stuff
Student Loan interest
Real Estate Taxes
Home Interest

What am I missing???

iVillage Member
Registered: 04-03-2003
Wed, 02-01-2006 - 8:17am
You will need an interest statement from your bank.
iVillage Member
Registered: 06-18-2004
Wed, 02-01-2006 - 8:35am

and 1099-divs if you have any investments that paid dividends this year.

Kellie

iVillage Member
Registered: 01-25-2006
Wed, 02-01-2006 - 12:48pm

Any charitable donations that you don't already have the documentation for. For example, my church sends a total of all my weekly contributions.

Peg

iVillage Member
Registered: 07-11-2001
Wed, 02-01-2006 - 2:31pm

If you are itemizing don't forget to include:

Did you pay medical & dental not covered by insurance? eg co-pays, pharmacy, mileage, premiums (anything over 7.5% of your gross income can be claimed - I actually have well over this year.)

Did you pay personal property tax?

Did you pay real estate taxes?

Did you pay mortgage interest or points?

Did you pay state or local income tax?

Did you pay investment interest?

Did you make charitable contributions by check/cash?

Did you contribute personal items to charity?

Do you have carry-over deductions from prior year?

Did you have un-reimbursed employee expenses? anything over 2% of your gross income can be claimed

Did you operate a business from your home?

Do you have a second mortgage? (Form 1096)

Hope that helps.