Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Retirement Planning Education, with Andy Panko
#014 - How to do your own tax return or find a preparer
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Andy Panko
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Summary of the ways to do and file your own tax return, or how to find a paid tax return preparer
Links in this episode:
- IRS forms and schedules search tool - here
- IRS PTIN and "credentialed" return preparer directory - here
- IRS VITA and TCE info and locator tool - here
- AARP Tax-Aide info and locator tool - here
- IRS "Free File" and "Free Fillable Forms" info - here
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights
