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1.  From the IRS PIN Notices: The IRS will be mailing Identity Protection PIN notices to certain taxpayers for their 2017 tax year filing.  The notices will be dated Jan 1, 2018 and contains the IRS toll-free number to contact the IRS.  Taxpayers assigned an Identity PIN must provide that on their federal 1040 and other returns or the return will be rejected during the e-filing process.  For taxpayers filing jointly and both spouses received IRS Letter 4869C and an IP PIN, only the taxpayer appearing first on the return (primary taxpayer) should enter their PIN in the respective location to e-file. Here's a link to the IRS information page on Identity Protection PINs.

2.  NY State Driver's License Needed:  For taxpayers filing a NY tax return, a valid NY driver's license or other approved state identification is needed to e-file their return.  Taxpayers without a valid license may have their return rejected during the e-filing process.  For joint returns, a valid driver's license or suitable alternative identification is needed for both parties.  Here's a link to more information.

3.  From the NYS Tax Department: Governor Andrew M. Cuomo has signed an emergency Executive Order that will allow New Yorkers to prepay next year’s property taxes this year, before the new tax law takes effect. Payments must be postmarked by December 31, 2017. For more information, contact the tax collector in your county.  The order authorizes localities to issue warrants for the collection of early property tax payments and to accept partial payment—allowing New Yorkers to pay a portion or all of their 2018 property taxes before the end of the year to keep the deductibility.

- Who to contact regarding prepayment eligibility: Check your tax receiver to see if you are eligible to make an early payment. The deadline is December 31, so you must act quickly.

- Deadline for prepayment: Payments made by mail and postmarked on or before December 31, 2017, will be considered timely. If your county accepts online payments, you may pay online until 11:59 p.m., Sunday, December 31, 2017. For more information, see Executive Order #172.

4. From the IRS on Identity Protection:  Please be aware that the IRS may be contacting you by mail as part of their new anti-identity theft program.  If the IRS suspects that someone other than you may have filed a return in your name in order to claim your refund, you will receive a letter requesting verification.  Called a 4883C letter, you must respond and verify your identity for the processing of your return.  If you fail to respond, the IRS will consider your return as not filed.  Here's a link to the IRS website with details on the 4883C letter.

TAX ORGANIZER:  Click on the part number below and print if needed. Mail the completed pages along with any required documentation (listed in Part 7) to this office for immediate service. You will be contacted by phone, fax or e-mail with any questions, comments, or suggestions. 

If you e-mail our office ( advising us that you have sent your tax materials, we will promptly notify you when your documents are received.

  • Part 1 :Required For All Returns. Includes Instructions, Taxpayer Information, Dependents,     Estimated Taxes, IRA Activity, Misc.  Income and Refund Direct Deposit Information.
  • Part 2 :Dependents, Interest & Dividend Income and Stock Sales
  • Part 3 :Needed If Itemizing Your Deductions
  • Medical Expenses, Deductible Taxes, Interest Deductions and Child Care Expenses.
  • Part 4 :Needed If Itemizing Your Deductions
  • Charitable Contributions, Education Expenses, Miscellaneous Deductions and Casualty Losses.
  • Part 5 :Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home.
  • Part 6 :Rental & Business Income. 
  • Part 7 :Required For All Returns. Final checklist of documents and records needed.

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Tax preparation services are provided by SY Associates.  Such services are not affiliated with Clear Focus LLC, The Investment Center, Inc. or IC Advisory Services, Inc.