Tax Forms waiting to receive?
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Tax Forms waiting to receive?
| 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???

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