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  2. 8 Lesser-Known Tax Forms Your Accountant Might Ask For - AOL

    www.aol.com/finance/8-lesser-known-tax-forms...

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  3. What Do You Need To File Taxes? A List of All the Documents ...

    www.aol.com/finance/file-taxes-list-documents...

    Income From Working. W-2 from each job. Self-employment forms or records (such as Form 1099-NEC or 1099-K) and records of business income received or business expenses paid for your own business ...

  4. Are you owed a federal tax refund from 2020? Time is ticking ...

    www.aol.com/owed-federal-tax-refund-2020...

    Another option is for people to file Form 4506-T with the IRS to request a "wage and income transcript" that provides data received by the IRS such as Forms W-2, 1099, 1098, Form 5498 and IRA ...

  5. IRS tax forms - Wikipedia

    en.wikipedia.org/wiki/IRS_tax_forms

    1040. As of the 2018 tax year, Form 1040, U.S. Individual Income Tax Return, is the only form used for personal (individual) federal income tax returns filed with the IRS. In prior years, it had been one of three forms (1040 [the "Long Form"], 1040A [the "Short Form"] and 1040EZ - see below for explanations of each) used for such returns.

  6. Form 1099-R - Wikipedia

    en.wikipedia.org/wiki/Form_1099-R

    Form 1099-R, 2015. In the United States, Form 1099-R is a variant of Form 1099 used for reporting on distributions from pensions, annuities, retirement or profit sharing plans, IRAs, charitable gift annuities and Insurance Contracts. Form 1099-R is filed for each person who has received a distribution of $10 or more from any of the above.

  7. Western & Southern Financial Group - Wikipedia

    en.wikipedia.org/wiki/Western_&_Southern...

    www.westernsouthern.com. Western & Southern Financial Group, also commonly referred to as Western & Southern, is a Cincinnati, Ohio -based diversified company of financial services subsidiaries with $111.6 billion in assets owned and managed as of December 2021. [2] As of 2022, it held a "AA- Very Strong" rating from Standard & Poor's, a "A+ ...

  8. Former Fed official's bank set to receive rare master account ...

    www.aol.com/finance/former-fed-officials-bank...

    Numisma, a small bank founded by former Fed official Randal Quarles, received conditional approval for a master account, a highly sought-after service denied to most uninsured institutions.

  9. Financial privacy laws in the United States - Wikipedia

    en.wikipedia.org/wiki/Financial_privacy_laws_in...

    The information is needed to conduct statistical research of public interest; The information is needed to meet obligations with the consumer in question; The information is needed to meet legal obligations; The information is needed to meet the requirements in which the consumer initially provided the information

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