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WHAT TO UPLOAD AHEAD OF YOUR APPOINTMENT INCOME YES/AW2s 1099G (Unemployment Received) 1099R (Distributions from IRAs/401ks/other retirement accounts) 1099INT (Interest Income) and/or 1099DIV (Dividend
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Gather all necessary documents such as W-2s, 1099s, and receipts.
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Decide whether to file as single, married, etc. and which tax deductions to take.
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Fill out personal information such as name, address, and social security number.
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Tax forms are official documents that individuals and businesses use to report income and calculate taxes owed to the government.
Individuals and businesses who meet certain income thresholds or have specific types of income must file tax forms.
Tax forms can be filled out manually or electronically depending on the form. It is important to accurately report all income and deductions.
The purpose of tax forms is to report income, calculate taxes owed, and claim deductions or credits that may reduce tax liability.
Tax forms typically require reporting income from wages, investments, self-employment, and other sources. Deductions, credits, and personal information also need to be reported.
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