| Posted By |
Message |
Teach723
Have faith. Believe. Dream.
Member since 8/10 2356 total posts
Name:
|
What to bring to tax appt. after buying home?
The accountant said "bring your closing papers." What exactly does this mean? The only thing I've received since closing was the deed.
|
Posted 2/9/15 1:56 PM  |
| |
|
Long Island Weddings
Long Island's Largest Bridal Resource | Prudential Douglas Elliman Real Estate |
Mrs213
????????
Member since 2/09 18986 total posts
Name:
|
What to bring to tax appt. after buying home?
The financial paperwork that they gave u at closing. Not the deed. U should also get a mortgage year end statement with all the interest, property tax paid etc...
|
| Posted 2/9/15 2:24 PM |
| |
|
Teach723
Have faith. Believe. Dream.
Member since 8/10 2356 total posts
Name:
|
Re: What to bring to tax appt. after buying home?
I got the mortgage statement, but I was given zero financial information at closing.
ETA: Just sent an email to my lawyer. I figure any paperwork I needed should've been given to me from her.
Message edited 2/9/2015 2:45:53 PM.
|
| Posted 2/9/15 2:31 PM |
| |
|
jerrysgirl
I love my hot dog!!
Member since 6/06 5357 total posts
Name:
E & J
|
Re: What to bring to tax appt. after buying home?
I think the statement is called the hud. It would show any real estate taxes or mortgage interest you paid at closing.
|
| Posted 2/9/15 5:35 PM |
| |
|
Teach723
Have faith. Believe. Dream.
Member since 8/10 2356 total posts
Name:
|
Re: What to bring to tax appt. after buying home?
Posted by jerrysgirl
I think the statement is called the hud. It would show any real estate taxes or mortgage interest you paid at closing.
Yes, you're right. My lawyer never gave it to me. Got in touch and they'll send it. Thanks!!
|
| Posted 2/9/15 6:50 PM |
| |
|
MrsM84
LIF Adult
Member since 2/13 2352 total posts
Name:
|
What to bring to tax appt. after buying home?
Yep, you need a copy of your HUD statement. It has all the numbers on it that your accountant would need to prepare your taxes. Just a word of advice that I wish someone had told me. We purchased our home in June of 2013 and I was expecting a HUGE refund when we filed since we bought a house, paid closing costs, paid taxes, etc. Turns out we got next to nothing back because we weren't in the house for a full year, paying a full year of taxes, etc. I'm hoping this year our refund is much better! We also changed our deductions, so hoping that helps, too!
|
| Posted 2/9/15 7:03 PM |
| |
|
Teach723
Have faith. Believe. Dream.
Member since 8/10 2356 total posts
Name:
|
Re: What to bring to tax appt. after buying home?
Posted by MrsM84
Yep, you need a copy of your HUD statement. It has all the numbers on it that your accountant would need to prepare your taxes. Just a word of advice that I wish someone had told me. We purchased our home in June of 2013 and I was expecting a HUGE refund when we filed since we bought a house, paid closing costs, paid taxes, etc. Turns out we got next to nothing back because we weren't in the house for a full year, paying a full year of taxes, etc. I'm hoping this year our refund is much better! We also changed our deductions, so hoping that helps, too!
Thanks! We purchased in August so I definitely wasn't expecting anything grand.
|
| Posted 2/9/15 8:05 PM |
| |
|
