Whether you prepare your own tax return or work with a certified public accountant, gathering everything you will need may feel overwhelming. This list covers all the major items you will want to have on-hand before you start.
Ask the Money Dr.
My wife and I will both retire next year at 64. Her Social Security is about $12,000 and mine is about $24,000. We will also be drawing about $50,000 out of our IRAs... Read Answer