Social security cards for Nathan Wheeler, Phoebe Wheeler, and Matthew Wheeler • Completed intake and interview?Social security cards for Nathan Wheeler, Phoebe Wheeler, and Matthew Wheeler  ¢ Completed intake and interview sheet • Forms 1099-R forNathan and Phoebe Consolidate brokerage statement Nathan and Phoebe want to file a joint tax return Nathan retired and stared receiving his pension of $2000 per month in March 2011 Nathan pension plan is a qualified plan and he received benefits und

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