Retired? Review These Items on Your Tax Return Annually

Download your free guide with 20+ areas to review on your tax return: www.sparkwealthadvisors.com/r...
Whether you DIY or hire a professional to do your taxes, mistakes can be made. We review our client's tax returns annually and have found errors that would have costed them thousands. Luckily, they can be fixed or amended most of the time.
In this video, Jake discusses 5 of the 20+ issues to consider as a retiree when reviewing your tax return.
0:00 Intro
0:51 Issue #1
1:40 IRS Safe Harbor
2:45 Issue #2
3:40 Common Cost Basis Issues
4:42 Issue #3
5:36 Issue #4
6:00 • Should I Sell My Renta...
6:35 Issue #5
7:40 Proper 1099R Coding for Rollover
*Neither Jake nor Spark Wealth Advisors, LLC is a licensed tax advisor. This content is purely education in nature. Consult a professional before acting on any of the information in this video or the attached guide*