Tax Return Review – Single Filer

“Sue” appears to be retired and has capital loss carryforwards. With a relatively low amount of social security currently taxable, that will be an important consideration in making other recommendations. Currently in the 0% capital gains bracket and receiving a significant refund there are multiple opportunities to work with Sue on tax planning.

 

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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