Income: |
You’ll need this form or other documentation: |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Expense: |
You’ll need this form or other documentation: |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Action: |
You’ll need this form or other documentation: |
|
|
|
|
|
|
|
|
|
|
Payments: |
You’ll need this form or other documentation: |
|
|
|
|
|
|
1If you escrow, these payments may also be noted on the 1098 you receive from your lender.
2Substantiation letter for non-cash gifts should indicate amount of cash and description of other property, statement indicating whether any goods or services were exchanged if applicable.
Note: Not intended to cover all situations or examples. Consult a financial or tax advisor to be sure you fully understand your tax situation.
For disclosures relating to this article, please click here.
Updated for tax year 2020
Updated for tax year 2019