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My/Our Tax appointment is on at am/pm TRACY L WILLETT C. P. A. TIMOTHY S. THOMPSON C. P. A. RENEE YOUNGLUND-DAVIS C. Do you own mutual funds not a retirement plan If yes attach 1099 forms. Did you or your spouse make a withdrawal or rollover from any retirement account IRA 401K Plan Profit Sharing etc. If yes attach 1099R and list below. ALL contributions must be substantiated by a receipt or cancelled check. Single contributions over 250 must be substantiated with a receipt not just a...
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