Preparing to File Your Taxes

PREPARING FOR TAX SEASON

Essential Documents for a Seamless Tax Filing Season: What You Need to Know

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!

Have more questions or want professional advice on buying or selling a home?