Family Changes
Tell your preparer if this relationship status change happened during the year
What is getting married or divorced?
Tell your preparer if you moved to this type of different jurisdiction.
What is moving to another state?
Tell your preparer if you started working for a new employer.
What is changing jobs?
Tell your preparer if you welcomed a new child through either of these methods.
What is birthing or adopting a baby?
Tell your preparer if you completed one of these major real estate transactions.
What is buying or selling a home?
Tell your preparer if you stopped working full-time and began this stage of life.
What is retiring?
Tell your preparer if a new person qualified as this on your tax return.
What is a dependent?
These arrangements involving children changed during the year.
What is a custody change?
Tell your preparer if you left traditional employment and started this type of work arrangement.
What is becoming self-employed?