Reviewing tax returns can be daunting due to the many state and federal complexities and frequently changing rules. Tracking your exposure to various taxes and your eligibility for credits and deductions requires significant time and effort.
To assist you in reviewing your filings, here are two checklists outlining key considerations to help guide you through your returns and circumstances for retired and working taxpayers.
Click the link below to access and download the full documents:
As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2024 Tax Return?
As A Retiree, What Issues Should I Consider When Reviewing My 2024 Tax Return?
Important Information:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.