Understanding capital gains and losses can significantly impact your tax liability. It's wise to consult a tax professional to get personalized advice, especially if you have complex investments or unique situations that could affect your tax obligations.

Getting a copy of your tax return information can vary depending on whether you're looking for a copy of your federal tax return, state tax return, or both.

By asking these questions and engaging in thoughtful tax planning, you can maximize your tax benefits and minimize your liability, leading to a healthier financial future.