R. Daniel McNeely, CPA - Certified Public Accountant, Roswell, GA
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TAX LAW CHANGES FOR 2015

TAX LAW CHANGES THAT MAY AFFECT YOU IN 2015
 
- If you had no Medical Insurance during the year, you may be subject to a small
penalty that will reduce your refund or cause you to owe with your return
 
- If you signed up for Medical Insurance on the Obamacare Insurance Marketplace
website,  and received a reduction in the Medical Premiums you had to pay for your Medical Insurance, you may have to pay some of that assistance back if your
household income was more than expected
 
-If you work, and make over $ 200,000, an extra Medicare tax has been taken

WHAT KIND OF STUFF DO YOU NEED TO BRING?


 

WHAT KIND OF STUFF DO YOU NEED TO BRING ME?


Important things to track down and bring to me:

--ALLcopies of your W-2

-- Form 1095-A ( a new form only for people who obtained medical

    insurance on the OBAMACARE Marketplace website last year

-- Forms 1099 for any extra income you might have earned during the year

-- Forms 1099 for dividends and interest earned

-- Forms 1098 from stock brokerage accounts (sometimes those

    don't get mailed out til mid February)

-- Information on any stock sales made during the year (and including
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TAX LAW CHANGES FOR 2015
WHAT KIND OF STUFF DO YOU NEED TO BRING?
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