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INSTRUCTIONS FOR COMPLETING THE CLIENT INTAKE PACKET 1) Please complete and sign all forms included in this packet. All fields are required when applicable.2) If you have not been informed by Social
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Form 1040 is the standard individual income tax return form used by taxpayers in the United States.
Any individual who earns income above a certain threshold, as well as those who want to claim tax credits or refunds, is required to file Form 1040.
To fill out Form 1040, gather your financial documents, follow the instructions carefully, report your income, claim deductions, and calculate your tax liability.
The purpose of Form 1040 is to report individual income, claim deductions, credits, and determine the amount of tax owed or refund due.
Information such as personal identification details, income from various sources, deductions, credits, and tax calculations must be reported on Form 1040.
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