Tax Appointment Check List
Income Data Required-Wages and/or Unemployment . Interest and/or Dividend Income. State/Local income tax refunded. Pension/Annuity/Stock or Bond Sales. Gambling/Lottery Winnings and Losses/Prizes/Bonus. Alimony Income. Rental Income. Any other Miscellaneous Income (1099…) Expense Data Required-Dependent Care Costs. Education/Tuition Costs ... ................
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