Tax Return Review – W-2 and Self-Employment Income
“Bob and Sue” have both W-2 and Self-Employment Income. There are no apparent retirement plan contributions from the Self-Employment Income which creates a great opportunity for some proactive planning.
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Guide to Getting
IRS Form 8606
RIGHT
EVERY year we help taxpayers
correct backdoor Roth
contributions that got screwed up
the first time around, so we
created a checklist to help you
ensure your client isn’t the next
person we need to help
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