Broker Check
(623) 255-5180
Client Login

Home > Client Center > Fortress Learning Library > Planning Phase Learning > Tax Related Documents Learning

Tax-Related Documents Learning

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Learn More

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
Learn More
As Someone who is working, what issues should I consider when Reviewing My Tax Return?

As Someone who is working, what issues should I consider when Reviewing My Tax Return?

In this checklist, we highlight points to consider on your tax return if you are working, including:

  • Filing Status
  • Dependent Children
  • Divorced or Widowed
  • Investment Income
  • Tax-Advantaged Accounts
  • Rental Real Estate 

When completing the interactive checklist, you can select the I Svg Png Icon Free Download (#357903) - OnlineWebFonts.COM icon to view more details about each question.

Click on link below for checklist pdf.

Download Checklist

As a Retiree, what issues should I consider when Reviewing my Tax Return?

As a Retiree, what issues should I consider when Reviewing my Tax Return?

In this checklist, we highlight points to consider on your tax return if you are working, including:

  • Filing Status
  • Dependent Children
  • Divorced or Widowed
  • Investment Income
  • Tax-Advantaged Accounts
  • Rental Real Estate 

When completing the interactive checklist, you can select the I Svg Png Icon Free Download (#357903) - OnlineWebFonts.COM icon to view more details about each question.

Click on link below for checklist pdf.

Download Checklist

Pay Stub Review?

Pay Stub Review?

This flowchart helps lead you through a series of considerations when reviewing a paycheck. It covers:

  • Hours worked and vacation time
  • Tax withholdings
  • Voluntary payroll deductions
  • Pre-tax vs. after-tax expenses
  • Employer-paid benefits

Download Review


When completing the interactive checklist, you can select the I Svg Png Icon Free Download (#357903) - OnlineWebFonts.COM icon to view more details about each question.

Your advisor has provided you access to this webpage to bring awareness of financial topics and educational talking points that typically arise when discussing your finances. If you would like to explore these ideas in more depth, use the form below to send your advisor a message!

Send Questions/Comments About This Learning Page To Your Advisor Below

Have a Question?

Thank you!
Oops!