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Due Diligence
Due Diligence
General
Schedule A
Tax Customer Information Worksheet - (Tax years 2022 and later)
Tax Customer Information Worksheet - (2021 and prior years)
Fillable Tax Customer Information Worksheet (you may not be able to view this in your browser, download and open with your Adobe program)
Blank Form 1095-A 2024 IRS.gov
Schedule C
Schedule E
Schedule F
The documents provided above are not responsible in assisting/preparing a correct tax return. The available forms are only for documenting additional documentation and are not subject to any regulations set forth in Circular 230 of the IRS.
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