If you have money invested in an Individual Retirement Account you will be receiving a Form 5498 from TD Ameritradeor your stock brokerage firm in the mail this week.What is it?Form 5498 is information sent to the IRS by the trustees of Traditional, Roth, SEP, and...
The most important piece of advice you should remember before tax season is review your tax organizer in detail. By using an organizer, or by using last year’s tax return, you can identify most of the tax documents we’ll need to prepare your taxes.Problem AreasStudent...