Tag Archives: checklist

Opps, Missed a W-2 !

Today TaxMama® hears from John in the TaxQuips Forum with a little problem. “Reviewing my Federal taxes after my tax preparer did them, I discovered she only had 1 W-2 form listed on my return but she sent copies of both with the taxes. Just wondering what is going to happen when the IRS gets […]

Life Moves Checklist

Today TaxMama® hears from Michelle in the TaxQuips Forum who suggested this idea. “I’ve noticed recently that you’ve advised people to check with their tax pro before consummating major transactions stemming from big life moves. I discovered that April is National Financial Literacy Month. This would be an excellent platform to share more and/or updated […]

Ready for End-of-year Tax Planning?

CCH Suggests Steps to Consider Before Time Runs Out (RIVERWOODS, ILL., November 2, 2011) ­ As the clock winds down on the 2011 tax year, now is the time for taxpayers to look at their financial situations, consult tax and accounting experts and determine if they can be better positioned for filing income tax returns […]