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.
Tag: form 1040
Using Form 1040 to uncover opportunities
The IRS tax Form 1040 can be used to launch financial planning discussions.
Use the 1040 form to uncover opportunities for clients
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