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Investment Accounts, Investment Advisor, Dividend Income, Dividend Investing, Wealth Management, Money Management, Roth Ira Conversion, Tax Write Offs
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5 Investment Tax Mistakes to Avoid

When it comes to preparing taxes, mistakes are understandable. The tax code is complex, and the information provided by custodians doesn’t always provide all the information that you will need. But errors can be costly. Here are five potential tax preparation mistakes related specifically to investments and investment accounts. Hopefully, this article will save you a little time and the headache of having to file an amended return.