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