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MARIETTA FELICE MARTINEZ, EA TAX SERVICES NEW TAX CLIENT CHECKLIST Please provide a full copy of last year's Federal (IRS) and State(s) tax returns AND Review Required Items to Begin Tax Preparation
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How to fill out tax season 2009 version

01
Gather all necessary documents such as W-2 forms, 1099 forms, and any other income statements.
02
Organize your deductions, including receipts for expenses like medical bills, mortgage interest, and charitable donations.
03
Determine your filing status – whether you are filing as single, married filing jointly, or head of household.
04
Choose the appropriate tax form for your filing status, such as Form 1040, 1040A, or 1040EZ.
05
Fill out your personal information, including your name, address, and Social Security number, on the tax form.
06
Enter your income information, including wages, salaries, tips, and any other sources of income.
07
Calculate your deductions and credits to reduce your tax liability. This may include deductions for education expenses, child care expenses, or retirement contributions.
08
Double-check your calculations and ensure all necessary information is filled out correctly.
09
Sign and date your tax return, and attach any required schedules or supporting documentation.
10
Make copies of your completed tax return for your records, and mail it to the appropriate tax authority.

Who needs tax season 2009 version?

01
Individuals and businesses in the United States who need to file their taxes for the year 2009.
02
Anyone who had income during the 2009 tax year and is required to report it to the IRS.
03
People who want to claim deductions, credits, or refunds for the 2009 tax year.
04
Taxpayers who did not file their taxes for the 2009 tax year and need to catch up.
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Tax season version is the specific version of tax forms and software used during tax season to file taxes.
Individuals and businesses meeting certain income and filing status requirements are required to file tax season version.
Tax season version can be filled out manually or electronically using the designated tax forms and software.
The purpose of tax season version is to accurately report income, expenses, deductions, and credits to calculate the correct amount of tax owed or refund due.
Information such as income from wages, investments, self-employment, expenses, deductions, and credits must be reported on tax season version.
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