Rental real estate documents needed.
If new property please bring HUD settlement statement. Please add any other ordinary/necessary expenses not included here.please fill the attached excel sheet
and upload also please.
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Roth IRA reporting
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www.irs.gov and form 8606 for more information.
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Reciprocal agreements between states.
https://tax.thomsonreuters.com/blog/state-by-state-reciprocity-agreements/
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The following states have reciprocal agreements:
State
Reciprocity States
Arizona
California, Indiana, Oregon and Virginia
Illinois
Iowa, Kentucky, Michigan and Wisconsin
Indiana
Kentucky, Michigan, Ohio, Pennsylvania and Wisconsin
Iowa
Illinois
Kentucky
Illinois, Indiana, Michigan, Ohio, Virginia, ...