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What Expenses Are Deductible? 

When determining whether or not you qualify for the medical expenses deduction, it’s important that you know which expenses can be counted towards your total medical costs. These are the types of expenses that the IRS will allow you to claim if you qualify for this...

1. Ask for Their PTIN 

Anyone who is paid to prepare federal tax returns is required to have a Preparer Tax Identification Number, or PTIN. Be sure to ask anyone you hire if you can have their PTIN, and be sure to check it on the IRS’s directory of federal tax return preparers. Note, however, th...

The American Opportunity Credit 

The American Opportunity credit replaced the Hope Scholarship credit in 2009 and offers a more generous benefit to those who qualify. This credit covers 100% of a student’s first $2,000 in education expenses, and 25% of the next $2,000 for a maximum annual credit...

Filing Status 

The most obvious change to your taxes will be that you will no longer be filing as an individual. However, it’s important to note that your filing status is based on your marriage status at the end of the year. So even if you’re married on December 31st, and went the entire tax ye...

Lock Up Important Documents 

Any important documents in your home should be locked in a safe place that is not easily accessible. Be sure it is protected from roommates, repairmen, cleaning crews, or any other visitors who enter your home. Documents you should lock up might include: 

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