As a financial services professional (FSP) you want to get a complete picture of your clients’ financial health in order to give them the best advice possible and make the most of opportunities. However, your clients may not have all the documentation you need, nor be able to supply it. There is a way around that: their 1040 tax form.

Download this cheat sheet to learn how you can get all the information you need from clients’ 1040s, understanding how to read the form so it tells you what you need to know. You may find opportunities by going line-by-line through the form and focusing on items such as:

• Line 8A & 8B and what it can tell you about taxable and tax exempt interest
• What line 9A & 9B tell you about dividends
• And much more…

Use this cheat sheet to become a master at reading a 1040 and propel your business relationships forward by helping your clients make the most of every opportunity.