Client Tax Organizer
Attach 1099-INT, Form 1097-BTC & broker statements Payer Amount 8. I.R.A. (Individual Retirement Acct.) Contributions for tax year income U for Amount Date Roth Tax Exempt Taxpayer Spouse Amounts withdrawn. Attach 1099-R & 5498 Plan Trustee Reason for Withdrawal 5. Dividend Income Reinvested? Yes Yes Yes Yes No No No No From Mutual Funds & St ... ................
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