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As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?

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Reviewing your tax return can always be an informative exercise to ensure you understand all sources of your income and your tax liabilities for the prior year. In this checklist, we highlight points to consider on your tax return if you are still working , including:

  • Filing Status
  • Special Circumstances
  • Investment Income
  • Accounts
  • State-Specific Scenarios

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