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)
"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)