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PERSONAL TAX ORGANIZER FOR THE YEAR 2019 Taxpayer(s) Name(s): Is this the first year Legal LLP is preparing your personal taxYesNoreturn? If yes, please complete all information below. If no, please

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How to fill out return if no please

01

To fill out a return, follow these steps:

02

Gather all your income documents, such as W-2 forms, 1099 forms, and any other relevant forms that show your income for the year.

03

Determine whether you are eligible for any deductions or credits. These can include expenses related to education, home ownership, or medical expenses, among others. Make sure to gather any supporting documents for these deductions or credits.

04

Use the appropriate tax form based on your filing status. The most common forms are 1040, 1040A, and 1040EZ. Check the IRS website or consult a tax professional to help you determine the correct form to use.

05

Fill out the form accurately and completely. Double-check your information to ensure accuracy. If you are unsure about any specific sections, consult the instructions provided with the form or seek assistance from a tax professional.

06

Calculate your tax liability or refund amount using the information you provided on the form. Take into consideration any applicable deductions or credits.

07

If you owe taxes, make sure to include payment with your return. If you are due a refund, consider choosing direct deposit to receive your refund faster.

08

Sign and date your return. If you are filing a joint return, both you and your spouse must sign.

09

Mail your completed return to the appropriate address provided in the instructions of the tax form. Alternatively, you can e-file your return if you prefer electronic filing.

10

Keep a copy of your completed return and all supporting documents for your records. It's recommended to keep these documents for at least three years in case of any future audits or inquiries by the IRS.

Who needs return if no please?

01

Any individual who meets the filing requirements set by the IRS needs to file a tax return. The filing requirements depend on various factors, such as your income, filing status, and age. Generally, if your income exceeds a certain threshold, you will need to file a tax return.

02

However, there are some exceptions. For example, if you earn below the minimum income threshold, you may not be required to file a return. Additionally, if you are a dependent of someone else, your filing requirements may differ.

03

To determine whether you need to file a return, you can use the IRS's Interactive Tax Assistant tool or consult a tax professional for guidance specific to your situation.

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What is return if no please?

A return is a document submitted to a tax authority that reports income, expenses, and other tax-related information.

Who is required to file return if no please?

Individuals and entities that meet certain income thresholds or have other tax obligations are required to file a return.

How to fill out return if no please?

To fill out a return, gather all necessary financial documents, accurately report income and deductions, and follow the instructions provided by the tax authority.

What is the purpose of return if no please?

The purpose of filing a return is to report income to the tax authorities for the calculation of tax liability.

What information must be reported on return if no please?

Taxpayers must report income, deductions, credits, and any other relevant financial information on their return.

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