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

18 | TAX COMP | 23025 ATLANTIC CIRCLE, SUITE D, MORENO VALLEY, CA 92553 | www.TaxComp.net | 951.486.9862 | admin@taxcomp. net 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 DATE___________________ DAY______________________ APPT. TIME_____________________________ T Insurance Premium $______ T Long Term Care Ins. $______ T Prescription Drugs $______ T Dr. Visits/CoPays $______ T Dentist Expenses $______ T Hospital Expenses $______ T Glasses/Contacts $______ T Hearing Aids/Batteries $______ T Medical Miles ______ T Payments to State $______ T Real Estate $______ T Supplemental R/E $______ T Time Share $______ T Personal Property $______ T Auto License (VLF) $______ T Auto License (VLF) $______ T Other $______ TAXES MEDICAL EXPENSES T Union Dues $______ T Tax Prep Fee $______ T Education Expense $______ T Job Seeking Expense $______ T Professional License $______ T Professional Subscriptions $______ T Safety Equipment $______ T Tools/Supplies $______ T Uniform Expense $______ T Business Mileage _______ T Business Travel $______ T Business Meals $______ T Business Phone $______ T Safe Deposit Box $______ T Investment Expense $______ T IRA Fees $______ MISCELLANEOUS T Home Mortgage #1 $______ T Home Mortgage #2 $______ T If paid to Individual $______ Name: ______________________ Address: ____________________ SS#: ________________________ INTEREST RECEIPTED CONTRIBUTIONS T By cash or check $______ T Church $______ T Payroll Deductions $______ T United Way $______ RECEIPTED NON-CASH T Cancer Society $______ T Goodwill $______ T Salvation Army $______ T Veterans $______ T Volunteer Expense $______ T Volunteer Miles _______ CHILDCARE CREDIT Provider’s Name:_______________________________________ Phone #:______________________ Address:_______________________________________________ Federal ID# or SS#:______________________________________ Amount Paid: $________________ T 9. Form 1099-B Sale of Shares, Bonds or Cryptocurrency T 10. Form 1099-G Government Payments : Unemployment, Paid Family Leave (PFL/FMLA), or State Refunds T 11. Form 1099-S Sale of Real Property T 12. “Final” Escrow Settlement/Closing Statement for property bought, sold or refinanced. T 13. Form 1098 Homeowners Mortgage Interest Statement(s) T 14. Form 1098-E Student Loan Interest T 15. Form 1098-T Higher Education Tuition Expense plus related expenses for course materials and supplies T 16. Worksheets reporting Business Income and Expenses T 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. T 1. Photo I.D., Driver License or State Issued ID card. T 2. Social Security Cards and Birth Dates for each person on your return T 3. Last Two Years of tax returns T 4. All copies of W-2 Wage Statements T 5. Form W-2G Gambling Winnings Copies of 1099 Income Reporting Statements such as T 6. Form 1099-R for Pension Income and Distribution or Rollover from Retirement accounts T 7. Form 1099-SSA Social Security Benefit T 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!