December 19, 2019

Tax Planning

peter alizio calendar icon at 3:39 AM
IRS Publication 5349: Year-round tax planning is for everyone as life changes can affect taxpayers’ expected refunds or the amount of tax they will owe. These changes include things like employment status, marital status, and financial gains or losses. Publication 5349 (below) provides tips on developing habits throughout the year that will help make tax preparation easier. This resource also includes a checklist of items taxpayers should have on hand when filing their tax returns.