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