Don't Get Tripped Up by These Tax Reporting Missteps
Baird's Tim Steffen says changes to the 1040 form, questions about the alternative minimum tax, and more could cause trouble this year.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Now that we are into the new year, many investors are thinking forward to the next big deadline, April 15. Joining me to discuss some tax reporting issues that have the potential to trip up investors and taxpayers is Tim Steffen. He is director of advanced planning for Baird.
Tim, thank you so much for being here.