Form 1040 gets an overhaul under tax reform
Tax reform resulted in broad-based changes to the tax code as well as changes to the Form 1040 and other tax forms.
Tax reform resulted in broad-based changes to the tax code as well as changes to the Form 1040 and other tax forms.
The IRS tax Form 1040 can be used to launch financial planning discussions.
During tax season, it’s common for both advisors and clients to be focused on tax filing forms. But tax forms may be used for more than just filing taxes. Consider using IRS tax form 1040 to launch a variety of planning discussions. Use the table below to see how the line items reveal information that