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ATTACHMENT BENEFITS COUNSELING TOOLS Included in this Section: Benefits Planning Questions and Answers Financial Responsibility Worksheet Vignettes illustrating: SDI only/not working SDI only/working

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What is included in this section?

This section includes information on tax forms and regulations.

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Individuals and businesses that meet the threshold for filing taxes are required to file in this section.

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The purpose of this section is to report income, deductions, and credits accurately to calculate the tax liability.

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Information such as earnings, expenses, investments, and other financial details must be reported in this section.

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