With tax season right around the corner, I’m sure you’re all starting to collect your pertinent documentation. Remember that if you closed a home purchase or refinance in 2009, you will want to provide your accountant a copy of your Settlement Statement (HUD-1), which you received from your title company.
If you were my client in 2009, and you either 1) bought your home, or 2) paid any amount of points (or fraction thereof) on your refinance or purchase, then I have already mailed you an additional copy of your HUD. Sometimes it’s hard for us to remember where we put such documentation, so I try to make it easy on my clients. Just a reminder to the rest of you!
