The questions this tool walks you through
Here is what the checker asks and why each step matters. Prefer to talk it through? Contact us and we will help directly.
Is a specific area of your home used regularly and exclusively as your principal place of business or to meet clients?
Answer from current facts and retain dated records; a label, payment, or information form alone does not determine federal tax treatment.
Continue to the next decision point. Cure missing documentation and confirm the treatment with your CPA before filing.
Official guidance: Official IRS guidance
Do you retain contemporaneous documentation supporting the facts, amounts, and business purpose related to home office deduction?
Answer from current facts and retain dated records; a label, payment, or information form alone does not determine federal tax treatment.
Continue to the next decision point. Cure missing documentation and confirm the treatment with your CPA before filing.
Official guidance: Official IRS guidance
Have you documented how IRC Section 280A; Form 8829 applies to home office deduction, including limits, exceptions, and elections?
Answer from current facts and retain dated records; a label, payment, or information form alone does not determine federal tax treatment.
Continue to the next decision point. Cure missing documentation and confirm the treatment with your CPA before filing.
Official guidance: Official IRS guidance
Have you included the expected federal and state effect in your tax projection and next estimated payments?
Answer from current facts and retain dated records; a label, payment, or information form alone does not determine federal tax treatment.
Preserve the analysis and include the result in the filing workpapers. Cure missing documentation and confirm the treatment with your CPA before filing.
Official guidance: Official IRS guidance