Have you ever really dug into your tax return and wondered where all the various different forms and schedules are that make up that tax return?

Well, I'm about to walk through them in this, the 13th episode of the Retirement Planning Education Podcast.

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans,

taxes, social security, Medicare, portfolio withdrawal strategies, annuities, estate planning,

and much more. And now here's your host, Andy Panko.

Welcome, everybody. We got a nerdy one today. Well, who am I kidding? All these episodes are nerdy. But no, this one's a little

different. I want to go through the various parts of a tax return. Now, I won't be able to touch on

everything because there's infinite combinations of numbers and forms and schedules that a tax

return may have, but I want to at least hit on the common ones that you all are

likely to see or at least see some of them. So I don't want to start by saying what is a tax

return. I assume most of you know, but I'll just sum it up super briefly. Basically, it's the

form that we as U.S. citizens and even non-citizens, if you live here and have

income here, are required to file with the government every year to report all of our

income to ultimately say how much tax we owe for the year.

I'll leave it there for now.

I could probably do a different episode on digging into that more.

So today I just want to focus on the tax return itself, the form itself and the various

parts and addendums and schedules and attachments that all make up that thing.

Next week's episode, I will talk about how to actually do and file your tax return, or more

likely in many cases, not even many cases, I guess, but how to actually do and file your tax return, or more likely in many cases, not even many cases,

I guess, but how to help find a tax return preparer.

There's a surprisingly low bar for what it takes to become a paid tax return preparer, so I'll

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