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