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Florida Mandatory Disclosure Tax Documents

Started by gatortude, Aug 11, 2015, 03:02:31 PM

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gatortude

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

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.