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I’m not familiar with the tax code. Can I bypass the 1040 form?

April 26, 2017bypass code familiar form I’m tax

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I’m not familiar with the tax code. Can I bypass the 1040 form?

1 Answer

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No. The 1040 is the “fact-finder” and will generate talking points for you. It is a natural launching point into the presentation. The prospects have responded to the mailing to get a better understanding of their tax status. There are tax form training materials on our website.