Belk On Business

Preparing for Tax Preparation – Belk on Business – Episode 155 1) Any changes in family status 2) Change in job 3) Change in address 4) Unemployment 5) Retirement contribution or distribution or rollover 6) Social security benefits 7) Bought and/or sold stocks, bonds, mutual funds, etc 8) Virtual currency/cryptocurrency 9) Distribution from inheritance or trust 10) Made or received any gifts over $16,000 11) Property purchased, traded or sold 12) Business records 13) Lawsuit settlements or prizes received, lottery or gambling income 14) Rental income/expenses 15) Health insurance paid, marketplace, medical, dental and drug expenses, medical mileage by month 16) State income tax paid, property taxes, sales tax/excise tax paid on vehicles 17) Home mortgage interest 18) First time homebuyer that took distribution from IRA or repayment/recapture of 2008 credit if home has been sold or change in use 19) Charitable contribution information 20) Educational expenses 21) Student loan interest paid 22) Child or care fo