Financial Software Questions? Ask IT Support for Answers ASAP
Hi from Just Answer. I'm PDtax, and can assist.
Your two questions:
1. Tax software is set up for you to use the 1098 form from your mortgage lender (lets IRS match up your figures with those reported by the bank). If you don't have that information, the easiest thing to do is not enter it. Just override the mortgage interest figure for Schedule A.
If you can't, and need those figures, IRS now allows you to ask for a tax transcript directly from them (www.irs.gov, it's right on the main page). That will give you the name, ID#, and address. They recently had issues with hacking, so the online access is being worked on, but the access is there. You can get this online, by mail, or call IRS and get the information over the phone.
2. There are a few travel expenses issues you don't have the required records for. First, fear of audit is likely pretty low for overseas travel. You likely have passport, plane tickets, or other proof you were overseas and working. 2106 is for employee business expenses, so you should be claiming expenses reported to your employer.
You can add a supporting schedule showing the days overseas, and expenses you are claiming. If the travel costs are substantial in relation to your return income, it is likely IRS desk review will look at your attachment and approve it right then and there, with little to no future audit risk.
Thanks for asking at Just Answer. Positive feedback is appreciated. I'm PDtax.