Pathfinder Worksheets: What Issues Should I Consider When Reviewing My 2022 Tax Return?
With Tax Day approaching, it’s a great time to consider the issues that impact your taxes. That’s true whether you are submitting your 2022 return or have moved onto planning for your 2023 taxes. The impact items are wide ranging and include ordinary and investment income, family characteristics, retirement plans and more.
The checklists below will help you take inventory of the issues potentially affecting taxes for you and your family. There is a list for those who are working and a separate one for those who are retired. Once you’ve taken inventory, it’s important to consult with your tax professional and financial advisor to help follow through on your desired gameplan. If you have questions or would like to discuss this topic further, please do not hesitate to contact your QA advisor. If you’re new to QA, please click here to connect with us.
TJ BERNARD
Associate Wealth Management Advisor
If you’re working, download this worksheet:
If you’re retired, download this worksheet:
QA Wealth Management is an independent financial services firm and uses a variety of different investment strategies. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.
This document has been prepared by fpPathfinder LLC and is furnished to you by QA Wealth Management, a division of Quantitative Advantage, LLC (QA), under license from fpPathfinder. While QA believes that the information in the document provided by fpPathfinder is reliable, QA does not guarantee that the information is accurate, complete, or current, and is not responsible for any loss caused or alleged to be caused directly or indirectly by the information.
QA and its wealth management advisors do not provide legal, accounting or tax advice. Our advisors have general knowledge of certain matters included in this information, but individual situations may require the advice of licensed legal, accounting and tax professionals.
For more information about QA, its investment programs, fees, and the risks associated with the investments which QA may make or recommend, please review QA’s Form ADV disclosure brochure, which is available at www.QAwealthmanagement.com.
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