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2024 Tax Dos Donts TAX PREPARATION DO’S AND DON’TS Submit all documents by March 19, 2025 or you may be put on an automatic extension
Microsoft Word - 2022 - 1040 checklist The following checklist will help you collect the documents you’ll need to file your tax return 3 years’ tax returns (new client) Maybe we can amend and save money
Remote Desktop Redirected Printer Doc This checklist is provided to help you gather necessary information for us to prepare your 2024 income tax return Return this list, along with the supporting documentation, to our office and let us know of any significant changes from your 2023 tax year
Remote Desktop Redirected Printer Doc Education Information Yes No pay tuition expenses that were required for attending college, university, or vocational school for yourself, your spouse, or a dependent during the year (even if classes were attended in another year)? If "Yes", please provide 1098T Billing Statement from the School Did anyone in your household attend a post-secondary school during the year?
Tax Appointment Check List Name, address, Social Security number and Date of Birth for yourself, spouse and dependents
Home | DiMatteo Group Tax Accounting Did you refinance your principal home or your second home during 2018? (If yes, please provide settlement document (HUD-1) and Form 1099-S, if applicable) Of the new loan principal balance, how much is related to home acquisition (i e purchase of home or improvements) and how much is related to non-home related items? (for instance - did you use some of the proceeds from the re-fi to buy a