The deadline for taxes, April 15, is just around the corner. Do you have all the necessary documents to file your taxes? If you made any real estate transactions in 2011 (i.e. buying or selling a home), here’s the 9 documents you need to get the max for your tax refund from your real estate transaction:
1. Mortgage Interest Statement – IRS Form 1098
2. Property Tax Statements
3. Uniform Settlement Statement (HUD-1)
4. Moving Expense Receipts
5. Cancellation of Debt Statement – IRS Form 1099
6. Utility Statements for Home Office
7. Income & Expense Statements from Rental Properties
8. Contractor Receipts from Energy Efficient Home Improvments
9. Mortgage Credit Certificate (MCC)
To find out more about these documents, read more at Trulia.
by Tarra McCurdy – tarramccurdy@comcast.net
Leave a Reply