K-1 prepared by Sorge 1099- NEC IRA Contributions Finalize via Tax Caddy IRS PIN Received without asking 1099- PATR Paper Check Refund Tax Year 2023 Computer Share Statement W2G Dependent Info included with Parents Return Information Withdrawal Penalty Medicare Presidential Campaign Fund – Checked YES Edward Jones Statement “How do I sign?” W2 +$100K HSA 2024 New Client Sch C “Where’s my refund?” Non-cash Charitable Contributions Morgan Stanley Statement W2 less than $10K “How do I pay?” Coffee Stains Happy Client Sch E Post-It Notes Prescription Drug Deductions Client Phone Number Change Federal Amount Due 1099- SSA Finalize via Pickup Critical Diagnostics – EIN 1099- MISC Unemployment Angry Client Didn’t sign EL Cash Contributions Foreign Income 1099- R Staples Estimated Tax Payments Need to Re- DV Roth Rollover Finalize via Portal Critical Diagnostics – PIN WI SB Laughing Client Social Security 1099- DIV Property Taxes Federal Refund Sch F WI Sch AD No missing Information Farm Income 1099- K Did not complete the Organizer Did not complete the Questionnaire E-File Rejected: Estimates Corrected W2 1095- C E-File Accepted K-1 prepared by Other Included Receipts Amended Return Finalize via Mail State Amount Due Charles Schwab Statement Client Address Change State Refund FSA Merrill Lynch Statement Multi- State Return Missing Information Paper Clips Dependent Care Credit E-File Rejected: PIN “What’s the status of my return?” Sch A Child Income Tax Credit 1098- T Dividends Critical Diagnostics – Bank Information Fidelity Statement IRS PIN Missing Client Email Change K-1 prepared by Sorge 1099- NEC IRA Contributions Finalize via Tax Caddy IRS PIN Received without asking 1099- PATR Paper Check Refund Tax Year 2023 Computer Share Statement W2G Dependent Info included with Parents Return Information Withdrawal Penalty Medicare Presidential Campaign Fund – Checked YES Edward Jones Statement “How do I sign?” W2 +$100K HSA 2024 New Client Sch C “Where’s my refund?” Non-cash Charitable Contributions Morgan Stanley Statement W2 less than $10K “How do I pay?” Coffee Stains Happy Client Sch E Post-It Notes Prescription Drug Deductions Client Phone Number Change Federal Amount Due 1099- SSA Finalize via Pickup Critical Diagnostics – EIN 1099- MISC Unemployment Angry Client Didn’t sign EL Cash Contributions Foreign Income 1099- R Staples Estimated Tax Payments Need to Re- DV Roth Rollover Finalize via Portal Critical Diagnostics – PIN WI SB Laughing Client Social Security 1099- DIV Property Taxes Federal Refund Sch F WI Sch AD No missing Information Farm Income 1099- K Did not complete the Organizer Did not complete the Questionnaire E-File Rejected: Estimates Corrected W2 1095- C E-File Accepted K-1 prepared by Other Included Receipts Amended Return Finalize via Mail State Amount Due Charles Schwab Statement Client Address Change State Refund FSA Merrill Lynch Statement Multi- State Return Missing Information Paper Clips Dependent Care Credit E-File Rejected: PIN “What’s the status of my return?” Sch A Child Income Tax Credit 1098- T Dividends Critical Diagnostics – Bank Information Fidelity Statement IRS PIN Missing Client Email Change
(Print)
K-1 prepared by Sorge
1099-NEC
IRA Contributions
Finalize via Tax Caddy
IRS PIN Received without asking
1099-PATR
Paper Check Refund
Tax Year 2023
Computer Share Statement
W2G
Dependent Info included with Parents Return Information
Withdrawal Penalty
Medicare
Presidential Campaign Fund – Checked YES
Edward Jones Statement
“How do I sign?”
W2 +$100K
HSA
2024 New Client
Sch C
“Where’s my refund?”
Non-cash Charitable Contributions
Morgan Stanley Statement
W2 less than $10K
“How do I pay?”
Coffee Stains
Happy Client
Sch E
Post-It Notes
Prescription Drug Deductions
Client Phone Number Change
Federal Amount Due
1099-SSA
Finalize via Pickup
Critical Diagnostics – EIN
1099-MISC
Unemployment
Angry Client
Didn’t sign EL
Cash Contributions
Foreign Income
1099-R
Staples
Estimated Tax Payments
Need to Re-DV
Roth Rollover
Finalize via Portal
Critical Diagnostics – PIN
WI SB
Laughing Client
Social Security
1099-DIV
Property Taxes
Federal Refund
Sch F
WI Sch AD
No missing Information
Farm Income
1099-K
Did not complete the Organizer
Did not complete the Questionnaire
E-File Rejected: Estimates
Corrected W2
1095-C
E-File Accepted
K-1 prepared by Other
Included Receipts
Amended Return
Finalize via Mail
State Amount Due
Charles Schwab Statement
Client Address Change
State Refund
FSA
Merrill Lynch Statement
Multi-State Return
Missing Information
Paper Clips
Dependent Care Credit
E-File Rejected: PIN
“What’s the status of my return?”
Sch A
Child Income Tax Credit
1098-T
Dividends
Critical Diagnostics – Bank Information
Fidelity Statement
IRS PIN Missing
Client Email Change
