Your Villa Magazine - Moreno Valley - Perris - January-March 2024

TAX COMP ORGANIZER 23025 Atlantic Circle Suite D, Moreno Valley, CA 92553 www.taxcomp.net email: admin@taxcomp.net CALL NOW FOR AN APPOINTMENT (951) 486-9862 Make your appointment by February 15th and you will be entered to win a set of 4 tickets to Disneyland. DATE___________________ DAY______________________ APPT. TIME_____________________________ q Insurance Premium $______ q Long Term Care Ins. $______ q Prescription Drugs $______ q Dr. Visits/CoPays $______ q Dentist Expenses $______ q Hospital Expenses $______ q Glasses/Contacts $______ q Hearing Aids/Batteries $______ q Medical Miles ______ q Payments to State $______ q Real Estate $______ q Supplemental R/E $______ q Time Share $______ q Personal Property $______ q Auto License (VLF) $______ q Auto License (VLF) $______ q Other $______ TAXES MEDICAL EXPENSES q Union Dues $______ q Tax Prep Fee $______ q Education Expense $______ q Job Seeking Expense $______ q Professional License $______ q Professional Subscriptions $______ q Safety Equipment $______ q Tools/Supplies $______ q Uniform Expense $______ q Business Mileage _______ q Business Travel $______ q Business Meals $______ q Business Phone $______ q Safe Deposit Box $______ q Investment Expense $______ q IRA Fees $______ MISCELLANEOUS q Home Mortgage #1 $______ q Home Mortgage #2 $______ q If paid to Individual $______ Name: ______________________ Address: ____________________ SS#: ________________________ INTEREST RECEIPTED CONTRIBUTIONS q By cash or check $______ q Church $______ q Payroll Deductions $______ q United Way $______ RECEIPTED NON-CASH q Cancer Society $______ q Goodwill $______ q Salvation Army $______ q Veterans $______ q Volunteer Expense $______ q Volunteer Miles _______ CHILDCARE CREDIT Provider’s Name:_______________________________________ Phone #:______________________ Address:_______________________________________________ Federal ID# or SS#:______________________________________ Amount Paid: $________________ q 9. Form 1099-B Sale of Shares, Bonds or Cryptocurrency q 10. Form 1099-G Government Payments : Unemployment, Paid Family Leave (PFL/FMLA), or State Refunds q 11. Form 1099-S Sale of Real Property q 12. “Final” Escrow Settlement/Closing Statement for property bought, sold or refinanced. q 13. Form 1098 Homeowners Mortgage Interest Statement(s) q 14. Form 1098-E Student Loan Interest q 15. Form 1098-T Higher Education Tuition Expense plus related expenses for course materials and supplies q 16. Worksheets reporting Business Income and Expenses q 17. Worksheets reporting Rental Income and Expenses ELECTRIC VEHICLE CREDIT Bring contract for new electric vehicle purchased and placed in service after 2022. Caps at $7500 for vehicles under $80,000 MSRP. Ask your preparer for additional details and limitations. RESIDENTIAL ENERGY EFFICIENT PROPERTY CREDIT (SOLAR CREDIT EXTENDED TO 2034!) Bring purchase contract and certification of your residential solar unit. q 1. Photo I.D., Driver License or State Issued ID card. q 2. Social Security Cards and Birth Dates for each person on your return q 3. Last Two Years of tax returns q 4. All copies of W-2 Wage Statements q 5. Form W-2G Gambling Winnings Copies of 1099 Income Reporting Statements such as q 6. Form 1099-R for Pension Income and Distribution or Rollover from Retirement accounts q 7. Form 1099-SSA Social Security Benefit q 8. Form 1099-INT or 1099-DIV Interest and Dividend income SOLAR CREDITS! Please bring the items that apply to you: 1-3 NEW CLIENTS only Please go to IRS.gov to create a user account to view your IRS account status, expedite your return, make payments, view notices, delinquent status, historic tax information, and more! 16 | TAX COMP | 23025 ATLANTIC CIRCLE, SUITE D, MORENO VALLEY, CA 92553 | www.TaxComp.net | 951.486.9862 | admin@taxcomp. net