Your Villa Magazine - Moreno Valley - Perris - March - May 2023

q Union Dues $______ q Tax Prep Fee $______ q Education Expense $______ q Job Seeking Expense $______ q Professional License $______ q Professional Journals $______ 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 $______ 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 Home Mortgage #1 $______ q Home Mortgage #2 $______ q If paid to Individual $______ Name: ______________________ Address: ____________________ SS#: ________________________ 2022 INCOME TAX ORGANIZER provided by Tax Comp 23025 Atlantic Circle Suite D, Moreno Valley, CA 92553 www.taxcomp.net email: admin@taxcomp.net CALL NOW FOR AN APPOINTMENT (951) 486-9862 DATE___________________ DAY______________________ APPT. TIME_____________________________ Please bring the items that apply to you: CHILDCARE CREDIT Provider’s Name:_______________________________________ Phone #:______________________ Address:_______________________________________________ Federal ID# or SS#:______________________________________ Amount Paid: $________________ NEW CLIENTS q 10. Form 1099-G Government Payments reports Unemployment or Family Leave Compensation or State Refunds q 11. Form 1099-S reports Sale of Real Property q 12. Form 1098-E reports Student Loan Interest q 13. Form 1098 Homeowners (Bring all forms 1098-Mortgage Interest Statements) q 14. Worksheets reporting business income and expenses q 15. Worksheets reporting rental income and expenses q 16. Escrow settlement statement for property bought or sold q 17. Last Two Years of tax returns q 18. Form 8949 Cryptocurrency transaction report q 19. 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! EDUCATION CREDIT Bring copy of form 1098-T from education institutions (It reports the qualified amount of tuition paid.) Also bring cost of course materials and supplies associated with form 1098-T Tuition. 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. All copies of W-2 Wage Statements q 4. All copies of 1099 Income Reporting Statements q 5. Form 1099-R for Pension Income and Distribution or Rollover from Retirement accounts q 6. Form SSA-1099 reports Social Security Benefits q 7. Form 1099-INT or 1099-DIV reports interest and dividend income q 8. Form W-2G reports Gambling Winnings q 9. Form 1099-B reports Sale of Stocks or Bonds 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 INTEREST RECEIPTED CONTRIBUTIONS q By cash or check $______ q Church $______ q Payroll Deductions $______ q United Way $______ RECEIPTED NON-CASH MISCELLANEOUS q Cancer Society $______ q Goodwill $______ q Salvation Army $______ q Veterans $______ q Volunteer Expense $______ q Volunteer Miles _______ SOLAR CREDITS! 18 | TAX COMP | 23025 ATLANTIC CIRCLE, SUITE D, MORENO VALLEY, CA 92553 | www.TaxComp.net | 951.486.9862 | admin@taxcomp. net