Marcus & Levine, CPAs LLC is a full service accounting firm specializing in Estate and Tax Planning. Estimated Tax Payments: In order to ensure the proper amounts are recorded and applied by the tax authorities, we request that you provide us with copies of your cancelled checks or copies of your statement showing a debit to the US Treasury/State.
As a reminder, estimated payments were due 4/15/14, 6/16/14, 9/15/14 and 1/15/15. Charitable Donations: For cash donations - in addition to the names, dates and amounts of donations, please gather any letters or receipts you have received from the charities. For non-cash donations, no deduction is available without a written receipt from the organization you donated to.
Medication: For medication costs, you can visit your pharmacy and ask for a printout of your prescription history which will include what you paid. Property Taxes: Property taxes are claimed as a deduction in the year they are PAID, not necessarily the year of the tax. Private Mortgage: If you personally hold a mortgage for someone else and you DO NOT issue a Form 1099, you will need to gather the amount of interest paid to you during 2014.
As a reminder, estimated payments were due 4/15/14, 6/16/14, 9/15/14 and 1/15/15. Charitable Donations: For cash donations - in addition to the names, dates and amounts of donations, please gather any letters or receipts you have received from the charities. For non-cash donations, no deduction is available without a written receipt from the organization you donated to.
Medication: For medication costs, you can visit your pharmacy and ask for a printout of your prescription history which will include what you paid. Property Taxes: Property taxes are claimed as a deduction in the year they are PAID, not necessarily the year of the tax. Private Mortgage: If you personally hold a mortgage for someone else and you DO NOT issue a Form 1099, you will need to gather the amount of interest paid to you during 2014.
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