『Beyond the Forms: Things to Gather for your CPA at Tax Time』のカバーアート

Beyond the Forms: Things to Gather for your CPA at Tax Time

Beyond the Forms: Things to Gather for your CPA at Tax Time

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In this episode, we discuss some important things to gather for your accountant at tax time that go beyond the forms you receive in the mail like 1099's and W-2's. For instance, we discuss the items needed to gather if you make 529 plan contributions, make qualified charitable distributions or make a 60 day IRA rollover. There are many items that simply require you to keep good notes and deliver those to your accountant - no form will arrive to explain it for you. We discuss several of these in this episode.

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