Taxes and Bookkeeping Done With A Confident Touch - Tax Reminders - Jupiter, FL
Taxes and Bookkeeping Done With A Confident Touch  -
TAX FILING DEADLINE - APRIL 18TH              
-CHANGE OF ADDRESS

-DEPENDENTS: Any new additions?

INCOME:
-W2
-1099R, 1099MISC, ETC    
     
-MORTGAGE INTEREST AND PROPERTY TAXES ON MAIN RESIDENCE
-CONTRIBUTIONS CASH AND NON CASH, VOLUNTEER MILES
-MEDICAL EXPENSES AND MILEAGE
-YEAR END BROKERAGE STATEMENTS
-INTEREST EARNED
-DIVIDENDS RECEIVED
-BASIS ON STOCK SOLD
-BUSINESS K-1, IF APPLICABLE
-ENERGY SAVING HOME REPAIRS
-RENTAL INCOME AND EXPENSES
-CASUALTY LOSE OR THEFTS
-LARGE PURCHASES (sales tax)
-MSA HSA and LONG TERM INSURANCE
-PROOF OF MEDICAL INS - FORM 1095A OR B
-EDUCATION EXPENSES AND INTEREST (INCLUDING INTERNET & CERTAIN SUPPLIES) FORM 1098T FROM THE COLLEGE

 
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