June 07, 2017 Articles

Best Practices for Reading a Personal Tax Return

By David L. Gresen

You’re a lawyer, not an accountant, and attempting to navigate, understand, and cull pertinent information contained in a personal income tax return for your matrimonial matter may seem like a daunting exercise. Thus, the goal of this article is to provide you with a road map of the Form 1040 to (a) understand the form; (b) identify pertinent financial information; and (c) enable you to ask targeted questions and prepare a proper, detailed information request.

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