Tax Information

First name

Last name

DIGITAL ASSETS:

Do you own any form of digital asset? Virtual currency or NFT ie bitcoin/tokens

Yes

During 2024, did you receive as a reward, award, payment for property or services, buy or sell, exchange or otherwise dispose of a digital asset including but not limited to virtual currency or NFT ie bitcoin/tokens?

Yes

MISCELLANEOUS DEDUCTIONS AND CREDITS

Educator Expenses for Teachers - $300 Maximum

Health Savings Accounts Forms required for HSA

1098 SA – Distributions

5498 SA – Contributions

HSA Contributions Paid

HSA Contributions Paid - Taxpayer/joint $

HSA Contributions Paid - Spouse $

EDUCATION CREDITS & EXPENSES

Student Loan Interest – Form 1098-E

Tuition Education Fees – Form 1098-T (This form comes in student's name and must be printed off the student's college portal found online in the financial aid section.)

Textbook/Computer Expense - $

IRA Contributions

ROTH IRA

ROTH IRA - Taxpayer $ Amount Paid

ROTH IRA - Spouse $ Amount Paid

TRADITIONAL IRA

TRADITIONAL IRA - Taxpayer $ Amount Paid

TRADITIONAL IRA - Spouse $ Amount Paid

RESIDENTIAL ENERGY CREDITS for 2024 and future years.

REVISED: Everybody is eligible again. Annual limits now apply.

Types of repairs: windows, exterior doors, insulation and/or heating system and cost of installation for each type of repair.

Type of Repair:

Date installed:

Cost of item and installation: