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2013 Tax Data Worksheet BRING ALL OFFICIAL DOCUMENTS NEW CLIENTS: BRING COPY OF 2012 TAX RETURN W-2 Statements 1099 Interest 1099 Dividends Home Purchase/Sale Documents (Purchase Agreement, Settlement
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How to fill out 2013 tax worksheet
How to fill out 2013 tax worksheet:
01
Gather all necessary documents such as W-2 forms, 1099 forms, and any other relevant income or expense documentation.
02
Begin by carefully reading the instructions provided with the 2013 tax worksheet. These instructions will guide you through the various sections and calculations required.
03
Start by entering your personal information, including your name, social security number, and filing status.
04
Move on to the income section and list all sources of income for the tax year 2013. This may include wages, self-employment income, interest, dividends, and any other taxable income.
05
Follow the instructions to calculate and enter any adjustments to income that you may be eligible for. These adjustments can reduce your overall taxable income.
06
Proceed to the deductions section and carefully enter any eligible deductions, such as mortgage interest, medical expenses, or charitable contributions.
07
Complete the applicable worksheet sections for credits, such as the child tax credit or education credits, if applicable to your situation.
08
Calculate your total tax liability for the year using the provided tax tables or the worksheet itself.
09
Determine whether you have already made any tax payments throughout the year, such as through payroll withholding or estimated tax payments. Subtract these payments from your total tax liability to calculate the remaining amount owed or refund due.
10
Double-check your entries, calculations, and ensure that you have signed and dated the worksheet.
11
Keep a copy of the completed 2013 tax worksheet for your records.
Who needs 2013 tax worksheet?
01
Individuals who are required to file a federal income tax return for the tax year 2013.
02
Those who had taxable income in 2013, regardless of the amount.
03
Individuals who need to claim certain deductions, credits, or adjustments to income for the tax year 2013.
04
Anyone who wants to accurately calculate their tax liability for the year 2013 in order to ensure compliance with the tax laws.
Please note that the information provided is for general guidance purposes and it is always advisable to consult with a tax professional or refer to the official IRS documentation for specific and up-to-date instructions on filling out the 2013 tax worksheet.
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