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TAXES TO GO APP
TAX PREP CHECKLIST
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Social Security Number
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W2 Form
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Mortgage Interest Expense
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Banking Account Information
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Last Year's Tax Return
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Retirement Contributions (IRA/401K)
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Health plan forms (1095)
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Student Loan Interest Statement
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Form 1098-T (education costs)
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Letter 6419 Advanced Child Tax Credit
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Letter 1444-C Stimulus Payment
ALL TAX CLIENTS PLEASE CLICK BUTTON BELOW TO SUBMIT TAX INFORMATION
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