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Author Topic: Florida Mandatory Disclosure Tax Documents  (Read 1286 times)

gatortude

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Florida Mandatory Disclosure Tax Documents
« on: Aug 11, 2015, 04:02:31 PM »
Specifically the Mandatory Disclosure form states that I am to supply (with regards to taxes specifically):

"All personal (1040) federal and state income tax returns, gift tax returns, and intangible personal property tax returns for the preceding 3 years"

My question is.. how much of this must be included?

Can I just send my "client copy" of my 1040 Tax Return?

or Am I required to send supplemental Schedules and Forms (i.e. itemized deductions, interest & dividends, dependent care expenses for other children, my educational credits)


MixedBag

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Re: Florida Mandatory Disclosure Tax Documents
« Reply #1 on: Aug 12, 2015, 02:38:07 PM »
Depends on how much the other side wants in details.

LEGALLY, you have to provide EVERYTHING.

I'd start with just the 1040 because that summarizes everything.

 

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