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Reference

Reference

Plain-English definitions for the terms you'll encounter on your financial journey.

A
Amended Return🧾 Taxes

A tax return filed on Form 1040-X to correct errors or report missed income or deductions from a previously submitted return.

F
Form 1040🧾 Taxes

The standard federal income tax form used by individual taxpayers to report their annual income and calculate their taxes.

Form 1040-SR🧾 Taxes

A version of the standard tax return designed with larger print and specific features for taxpayers age 65 and older.