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Think quick–do you know where your W-2 is right this second? Did a jolt of anxiety run through you as I asked that question? It happened to me too as I was writing it.
Tax season is stressful and it’s incredibly easy to lose track of important forms–whether the forms are buried in your email inbox or stuffed in a drawer. Wouldn’t it be nice if there was a platform that put everything you need in one place? You see where I’m going with this.
Let me put my money where my mouth is and fill out my taxes, here and now, with Pendant’s AI Assistant. Here we go.
Honestly this is all happening quicker than I thought. I’m not sure how I can create a whole blog post around this when the answer the AI Assistant just serves everything up on a silver platter.
So, since I have some extra time, let’s dig a little deeper. The W-2 is the easy part. The real headache of tax season is tracking down the "hidden" money—the contributions and accounts that actually lower your tax bill, but are usually a nightmare to track down.
Here is how Pendant helps you find the stuff that actually saves you money.
If you’re like me, you treat your 401(k) like a crockpot: you set it and forget it. Emphasis on the “forget” part.
So when TurboTax asks me, "Did you make any retirement contributions?" or "Did you take any distributions?", I usually skip it. I know I contributed, but I honestly don’t know how to check the specifics. Let’s ask Pendant once again:
Okay! Now I know where to go to get the information. No digging through old emails (I may or may haven’t trashed) to find my 401(k) information for me.
We talk a lot about the Health Savings Account (HSA) here, but come April, it’s one of the best tax write-offs available. The problem? You need to find the right forms.
This is, yet, again, another section I usually skip because the form-finding feels so taxing (pun intended). Thankfully the Pendant AI Assistant can help me with that too:
As you can tell, what we’re really talking about here is an AI Assistant that knows all of your company benefits inside and out. Having that support is invaluable. Take it from someone that saved a couple hundred bucks in their tax return because Pendant helped me find my HSA information.
