Cormier & Rea announce additional office at 483 Summer St, Ste 2000, Arlington, MA

Top 20 documents most often left home on the day you meet with the taxman

20) Forms W-2 for wages 19) Forms 1099-INT for bank interest 18) Forms 1099-DIV for dividends 17) Forms 1099-G for unemployment compensation 16) Forms 1099-G for state tax refunds 15) Forms 1098-E for student loan interest paid 14) Forms 1099-MISC for self employment income 13) Information regarding gambling winnings and losses 12) Form 1098 Mortgage …

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Important information to bring to your tax appointment

Anything marked “IMPORTANT TAX DOCUMENT”: W-2 (wage income) W-2G (gambling winnings) 1098 (mortgage interest statement) 1098-C (vehicle donations) *NEW* 1098-E (student loan interest) 1098-T (tuition) 1099-B (capital gains transactions) 1099-INT (interest income) 1099-DIV (dividend income) 1099-G (state tax refunds and unemployment) 1099-MISC (rents, self-employment & other income) 1099-R (distributions from 401(k)s, IRAs, pensions and annuities) …

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Can I deduct my Medical Expenses

The Internal Revenue Service lets you deduct medical costs as long as they are more than 7.5 percent of your adjusted gross income. Do not include insurance reimbursements in your total. For a rough mid-year estimate of whether you may meet this or not, subtract $16,000.00 ($8000.00 if single) from your prior year gross income …

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IRS NEVER asks you for personal information via email

Phishing for Refunds On Wednesday 11/30/05, IRS issued a consumer fraud alert prompted by an internet scam in which taxpayers receive an e-mail informing them of a tax refund. The e-mail, which claims to come from IRS (more specifically, taxrefunds@irs.gov), directs the recipient to a link that requests personal information (such as SSNs and credit …

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