Tax Preparation Checklist - Part 4

Date February 12, 2007

Owning a home can be a great tax shelter.  Many times the interest paid to the lender and the property taxes can be deducted on one’s personal income tax filing.  However, there are many other items you will want to consider.  Of course, this is not meant to give tax advice, you should always consult with a CPA or tax preparer to decide if this is possible for you.  Here are several items to help you with your preparation in filing your Personal Tax Return.

Part 4 - FINANCIAL ASSETS
* Interest income statements:  Form 1099-INT and 1099-OID
* Dividend income statements:  Form 1099-DIV
* Proceeds from broker transactions:  Form 1099-B
* Retirement plan distribution:  Form 1099-R

Category Posted in All Things San Diego, Helpful Hints, Taxes, Things of Interest, Upcoming Events

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