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