Listen "Essential Tax Documents for Homeowners"
Episode Synopsis
Tip Tuesday, 2-4 Min Real Estate Tips
🏡 Congratulations on becoming a homeowner! Whether you've recently closed on your dream home or are diligently paying down your mortgage, understanding the tax implications is crucial. In this informative video, we break down the key tax documents you need to have in your possession to ensure a smooth tax season.
📑 From settlement statements and loan documents to interest statements and property tax records, we'll guide you through the paperwork that can impact your tax return.
💼 Topics covered in this video:
1️⃣ Closing Disclosure: Unravel the details of your settlement statement and learn how it affects your tax situation.
2️⃣ Form 1098: Understand the importance of this form, which highlights the mortgage interest you've paid throughout the year.
3️⃣ Property Tax Records: Discover how property taxes play a role in your overall tax picture and what documents you need to substantiate these payments.
🔍 Knowledge is power, and being well-informed about your homeownership tax obligations is the first step toward financial success. Watch our video and empower yourself with the knowledge you need to navigate the tax landscape as a homeowner.
🤝 If you find this video helpful, don't forget to like, subscribe, and hit the notification bell for more insightful content on homeownership, personal finance, and real estate. Share this video with friends and family who might benefit from this valuable information.
📌 Disclaimer: This video is for informational purposes only and does not constitute financial or legal advice. Consult with a professional tax advisor for personalized guidance based on your specific situation.
Subscribe to our weekly rate update where we share where the rates are currently and why: https://youtube.com/playlist?list=PLvQwjaqVCSSDpYPEN7FIL6Jlvm6Lq8b8l&si=x4MzAc_ztCaYo380
Connect with Dana: https://danawilson.exprealty.com/holp/app
Connect with Ryan: https://www.waterstonemortgage.com/originators/ryan-gilliam
Follow us on You Tube for 2-4 Minute Tip Tuesday, The Neighborhood News, Housing Market Updates, Tips for Buyers and Sellers and More! https://www.youtube.com/channel/UCIUKDII6v8bYuU23Tay9q3A
Here are some free "goodies" 🙂
The Homebuyer Cheat Sheet: https://katielambert.exprealty.com/ask/898f7ef7df7542b5deffb7334b233679
The Home Seller Cheat Sheet: https://katielambert.exprealty.com/ask/0ff36ead873088840c7349a681db054d
To learn more about AZ real estate and to keep up on trends and market conditions, join us in our Homeowner Education Group on FB: https://www.facebook.com/groups/teamevoazhomeowners
Search Phoenix and surrounding area homes on our "good deals" page: https://katielambert.exprealty.com/ask/0b7ab18fbc21fb8b758fcd10dc6f514f
Thinking about a career in real estate? Get started here: https://katielambert.exprealty.com/ask/2770e196e5b776ea4c7bf431e7299229
Contact https://evoaz.com/ to buy or sell a home in the Phoenix AZ area.
The information given in this video and/or any of our videos is not intended to promote the buying and/or selling or abstaining from buying and/or selling of any real estate. The primary purpose of this podcast is to educate and inform on a very specific market. This information should not be construed as advice. Please consult your attorney, CPA, real estate agent, or wealth manager directly in regard to any specific sale, purchase, or financial decisions you make based on the information provided in our videos.
🏡 Congratulations on becoming a homeowner! Whether you've recently closed on your dream home or are diligently paying down your mortgage, understanding the tax implications is crucial. In this informative video, we break down the key tax documents you need to have in your possession to ensure a smooth tax season.
📑 From settlement statements and loan documents to interest statements and property tax records, we'll guide you through the paperwork that can impact your tax return.
💼 Topics covered in this video:
1️⃣ Closing Disclosure: Unravel the details of your settlement statement and learn how it affects your tax situation.
2️⃣ Form 1098: Understand the importance of this form, which highlights the mortgage interest you've paid throughout the year.
3️⃣ Property Tax Records: Discover how property taxes play a role in your overall tax picture and what documents you need to substantiate these payments.
🔍 Knowledge is power, and being well-informed about your homeownership tax obligations is the first step toward financial success. Watch our video and empower yourself with the knowledge you need to navigate the tax landscape as a homeowner.
🤝 If you find this video helpful, don't forget to like, subscribe, and hit the notification bell for more insightful content on homeownership, personal finance, and real estate. Share this video with friends and family who might benefit from this valuable information.
📌 Disclaimer: This video is for informational purposes only and does not constitute financial or legal advice. Consult with a professional tax advisor for personalized guidance based on your specific situation.
Subscribe to our weekly rate update where we share where the rates are currently and why: https://youtube.com/playlist?list=PLvQwjaqVCSSDpYPEN7FIL6Jlvm6Lq8b8l&si=x4MzAc_ztCaYo380
Connect with Dana: https://danawilson.exprealty.com/holp/app
Connect with Ryan: https://www.waterstonemortgage.com/originators/ryan-gilliam
Follow us on You Tube for 2-4 Minute Tip Tuesday, The Neighborhood News, Housing Market Updates, Tips for Buyers and Sellers and More! https://www.youtube.com/channel/UCIUKDII6v8bYuU23Tay9q3A
Here are some free "goodies" 🙂
The Homebuyer Cheat Sheet: https://katielambert.exprealty.com/ask/898f7ef7df7542b5deffb7334b233679
The Home Seller Cheat Sheet: https://katielambert.exprealty.com/ask/0ff36ead873088840c7349a681db054d
To learn more about AZ real estate and to keep up on trends and market conditions, join us in our Homeowner Education Group on FB: https://www.facebook.com/groups/teamevoazhomeowners
Search Phoenix and surrounding area homes on our "good deals" page: https://katielambert.exprealty.com/ask/0b7ab18fbc21fb8b758fcd10dc6f514f
Thinking about a career in real estate? Get started here: https://katielambert.exprealty.com/ask/2770e196e5b776ea4c7bf431e7299229
Contact https://evoaz.com/ to buy or sell a home in the Phoenix AZ area.
The information given in this video and/or any of our videos is not intended to promote the buying and/or selling or abstaining from buying and/or selling of any real estate. The primary purpose of this podcast is to educate and inform on a very specific market. This information should not be construed as advice. Please consult your attorney, CPA, real estate agent, or wealth manager directly in regard to any specific sale, purchase, or financial decisions you make based on the information provided in our videos.
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