Be Prepared: Interest, Dividends and Distributions
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Discussing investments and their yields, and how these returns factor into tax preparation.
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Be Prepared: Wages, the W-2, and 1098-E Forms
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Reviewing employee wages, salaries, taxes, and other forms of compensation, and how they are reported.
Read MoreBeing a Smart Banking Consumer: Bank Rights and Responsibilities
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Some of the most important responsibilities a bank has to you, the customer, are set out in the agreements you sign and/or agree to when you open an account.
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