This guide will walk you through what forms you need, where to find them, and why they matter. By proactively guiding you, you can enhance accuracy- making tax season smoother for you.

Ever wonder what the IRS actually has on file for you? Your IRS tax transcripts are like your tax “X-rays.” They show exactly what’s been reported to the IRS, your income, filings, payments, and even potential discrepancies. Here’s how to get them: Step 1: Go to Get Transcript Online Step 2: Create or log into your IRS account using Secure Access (you’ll verify your identity using your SSN, credit card, or loan info). Step 3: Once logged in, you can view, download, or print your transcripts for the past several years. 🧾 Why This Matters Pulling your IRS transcripts gives you a clear snapshot of your tax history and helps you: • Confirm what’s been officially filed and received • Catch errors or missing forms early • See how much you owe and your payment history • View your prior year’s Adjusted Gross Income (AGI) • Access income documents reported to the IRS (W-2s, 1099s, etc.) • Keep your tax records accurate and protect yourself from identity issues It’s one of the smartest habits you can build, even if you’re not doing your own taxes. 💬 Have you ever looked at your IRS transcripts before?

One of my associate advisors just shared access to a turn-key tax elimination blueprint from his private community, and it’s now available inside our classroom. Find it here: Turn-Key Tax Elimination Blueprint This is especially relevant for: - High-income W-2 earners - Investors who don’t have time to meet material participation hours - Those looking for legitimate, execution-ready tax strategies, not theory This is structured as a potential investment opportunity, not a DIY course. The value is in the setup and execution, not just the education. ⚠️ Important: This opportunity closes at the end of the year, so timing matters. 👉 Next steps: - Review the details in the classroom - If it looks aligned, message me and I’ll connect you with more information on how execution works Feel free to share this with investor friends who fit the profile and want to have an informed discussion. Find it here: Turn-Key Tax Elimination Blueprint