Federal Tax, Tax

Life Changes & Your Tax Refund

Have you had a recent life change, such as a marriage, divorce, financial gain or financial loss? You can contact the Cg Team with any questions about changes in your financial situation. In addition, there’s a new IRS publication that provides information on life changes that can affect the amount of refund you expect or the amount of tax you owe. Publication 5349, “Year-round tax planning is for everyone,” offers tips on developing habits that can help make tax preparation easier. The resource includes a checklist of items taxpayers should have on hand when filing their tax returns. Read it here. © 2019

“IRS.gov,” “Publication 5349,” Year-round tax planning is for everyone. https://www.irs.gov/pub/irs-pdf/p5349.pdf.