Tax Preparation Resources

 

Anthony Vaccaro, CFA^®, Enrolled Agent

We are pleased to announce that Anthony Vaccaro, CFA^® has recently attained his Enrolled Agent designation with the IRS.  Enrolled Agents are federally licensed tax practitioners that have earned this designation by passing a three-part comprehensive IRS exam covering individual and business tax returns.  Enrolled agent status is the highest credential awarded by the IRS^[1] and the EA credential is recognized across all 50 U.S. states.   Anthony will be spearheading this program at Prentice Wealth Management by consulting with clients and facilitating in the preparation and submission of both federal and state returns.

 

Critical Items for Tax Consultations

• Copy of previous year’s filing
• Income forms received
• Rental income
• Taxable capital gains
• Business and professional income
• Form 1098 indicating mortgage interest paid
• Student loan interest paid
• Charitable contributions made
• Out of pocket medical costs

 

Tax Form Mailing Dates

Investment related tax documents such as consolidated 1099’s will generally not be mailed until late February.  If you hold securities (usually mutual funds) that report undistributed capital gains, these gains will be reported on a form 2439 which will not be mailed to clients until mid March.

 

TurboTax Affiliate Discount

For those who prefer to prepare their own taxes, TD Ameritrade Institutional provides a discounted TurboTax download for affiliate firms at: >TD Ameritrade

 

 

 

 

TDA Tax Form Mailing Dates for 2018 – Click here to read more.

 

 

INTERNAL REVENUE SERVICE

http://www.irs.gov/

 

TAX RESOURCES FROM FIDELITY 

 

NEW YORK STATE DEPARTMENT OF TAXATION & FINANCE

http://www.tax.ny.gov/

 

 

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