What data should you have available for filing your 2022 taxes? Click the link below for a list of items to consider, whether you file your own returns using software or work with a tax professional.
What data should you have available for filing your 2022 taxes? Click the link below for a list of items to consider, whether you file your own returns using software or work with a tax professional.
These materials are provided for general information and educational purposes. To the extent that this material includes tax information, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of calculating tax obligations that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Please remember to contact Lumin Financial if there are any changes in your personal/financial situation or investment objectives for the purpose of evaluating or revising our previous recommendations and/or investment advisory services.