![]() The K-1 information can be added at a later date.Īnd of course, you’ll want to have all the documents to support your deductions like real estate taxes, charitable contributions or deductible business expenses. It’s a good idea to make your tax appointment once you have all of your other forms together. Those forms aren’t required to be completed until March 15th (partnerships not until April 15th) so you may not be able to file your personal return before then. K-1 forms – if you are a member of a partnership, joint venture, S corporation, estate or trust.If you purchased a new home this year, you’ll want to have a copy of your settlement statement-there are little things that might help with your deductions.1098-T shows the amount of tuition paid at an educational institution–you need this to claim those college tax credits. ![]()
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