Income Tax Checklist

Posted by on Dec 16, 2008 in Tax Questions, Tax Tips | 0 comments

There are so many things to remember to get together before you do your taxes. Here is a short checklist so you have the essentials. There are more things you may need than this if you have a great deal of investments or give a lot to charities…but these basics should cover most of us. W2′s  obviously, make sure you have one from every job you have worked in the past year 1098 forms  these document mortgage interest Receipts for Donations   charities and what not, you must have documentation Property Tax Documentation Trade Information  basic investments Again…this...

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Tax Calendar…Important Dates You Want to Know

Posted by on Dec 16, 2008 in Tax Questions | 0 comments

So we all know that we have to have our taxes in the mail to the IRS by April 15th. Did you know there are a great deal of other dates worth noting on your calendar that can help you from making some costly tax mistakes. Get a pen and your day-planners now! 12/31/08: Deduction Deadline This is your absolute last day to make all those payments that can be deducted from your 2008 return. 1/15/09: Fourth Quarter Estimates Due (an extension can be requested, however, using the 1040ES form) 2/2/09: 1098s, 1099s, and W2′s all should have arrived 2/15/09: New W4′s for continued...

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