Tax Preperation Checklist

30 votes

A checklist of tax-related items that may have happened over the year that the individual needs to make sure is reported to their accountant. As an example, the QCD amount is not reported on the 1099, many taxpayers do not realize they need to provide this information to their accountant.

Done Suggested by: Scott Leonard Upvoted: 22 Dec, '23 Comments: 4

Comments: 4