04/01/2026
Spring is a great time to get organized, and not just your home, but your financial plans.
This includes tax planning.
If you're helping a loved one prepare their taxes this checklist can make all the difference:
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Keep records of care-related expenses
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Ask for itemized statements
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Check eligibility for medical deductions
Preparing taxes can feel like a lot, but this checklist is a great place to start.