• For itemized deductions, prepare ….
• For itemized deductions, prepare and total a list of medical expenses, charitable contributions, taxes, mortgage interest, and other deductions (the total should exceed $14,600 if Single or $29,200 if Married Filing Joint).
• Copy of a check for those who want a refund to be deposited directly in a bank account.
• Copy of the 2024 federal and state returns. Individuals with rental property or a net loss from selfemployment are considered out-of-scope for this program.
