1.  Watch for and keep all statements for mortgage interest paid (both first and second).

2.  Keep all statements for property taxes paid, even if sold property this year.

3.  Keep all closing statements (HUD-1’s) from closings this year:  purchases, sales, and refinances.

4.  Remember to file for homestead exemption if owner-occupied and any special exemptions (elderly, disabled) if eligible.  Watch for deadlines!

5.  Watch for 1099 statements if you sold a property as a short sale or were foreclosed upon.

6.  W-4 withholding statements - may need to adjust if purchased, sold, or refinanced property this year.

7.  January 2008 mortgage payment – You may want to pay this payment a little early so you can deduct interest in 2007.   

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