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A tax planning assistant will validate The shopper's tax situation in the welcome connect with and overview uploaded documents to evaluate readiness and skill to file similar-day. All tax varieties and paperwork have to be ready and uploaded by the customer for that tax preparation assistant to refer The client to an accessible qualified for Dwell tax preparing.
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Itemized deductions claimed on Plan A, like charitable contributions, medical expenditures, mortgage interest and state and local tax deductions
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