View Full Version : Yet another tax advice request

01-18-2008, 08:26 PM
We file our own taxes each year and have a couple of questions. We need to use the 1040 and schedule A forms, so no EZ for us. This year our W2's are already here and we are expecting a refund. We would like to get the ball rolling as quickly as possible. I've been reading about the tax delay for people who use other additional forms, but we don't use them. Is it okay to go ahead and file now, or do we still need to wait untill after Feb 11th? We usually put our mortgage intrest on the schedule A and although I am back in school, we exceed the income level rate needed to qualify for an education deduction.

TIA for any help!:)

01-18-2008, 10:51 PM
This is the information from the IRS site:

Returns that include the following forms cannot be filed until Feb. 11, 2008:

Form 8863, Education Credits
Form 5695, Residential Energy Credits
Schedule 2, Form 1040A, Child and Dependent Care Expenses for Form 1040A Filers
Form 8396, Mortgage Interest Credit
Form 8859, District of Columbia First-Time Homebuyer Credit

01-19-2008, 08:04 AM