Analyzing Your Tax Return

Apr 11, 2018 • Written by Paul Staib | Certified Financial Planner (CFP®), MBA

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Tax planning and analysis

Another tax season is upon us.  Many people tuck their tax return and supporting documents into a folder and hand it all over to their accountants without taking a closer look.  And even investors who complete their own tax returns using tax-preparation software often plug the relevant information into the program without taking the time to truly analyze it.

Yet these forms can provide valuable intelligence – about your income trends, your investing habits, and whether you’re taking sufficient advantage of tax-sheltered investment vehicles, among other items.  As you review your tax return and supporting documents (i.e. W-2 and 1099s), here are some of the key data points to pay attention to.

What You Can Learn From Your 1040 Tax Form

What You Can Learn From Your W2 Tax Form

What You Can Learn From Your 1099 Tax Form

Paul Staib | Certified Financial Planner (CFP®), MBA

Paul Staib, Certified Financial Planner (CFP®), is an independent Fee-Only financial planner. Staib Financial Planning, LLC provides comprehensive financial planning, retirement planning, and investment management services to help clients in all financial situations achieve their personal financial goals. Staib Financial Planning, LLC serves clients as a fiduciary and never earns a commission of any kind. Our offices are located in the south Denver metro area, enabling us to conveniently serve clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines and surrounding communities.

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