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Reviewing a client’s tax return can always be an informative exercise to ensure you understand all sources of their income and their tax liabilities for the prior year. This is true for existing clients with whom you have been working and is especially true for new clients as a way to familiarize yourself with their situation.
In this checklist, we highlight points to consider on your client’s tax return if they are working, including:
This is a comprehensive checklist of the types of issues that advisors should be discussing with their clients who are working when reviewing their tax returns from the prior year.
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