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Preparing for Tax Season

Tax season is upon us! If you're gathering all your documents together to file your taxes, you're not alone. We've compiled a list of documents you'll need for you or your tax preparer to file this year:

  • Your W-2 or 1099 from your employer.
  • A copy of your property tax bill for 2018.
  • 1099s from all your mortgage holders (lenders). Remember, mortgage interest is deductible for up to $750,000 in mortgage loans. 
  • A copy of your settlement statement for any property bought or sold in 2018. There may be other deductions here!

 

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