INCOME SOURCES
- Wages (All W-2 Forms)
- Interest, Dividends, Capital Gain Distributions (1099s)
- Sale of Stock or other property including Cost Basis(1099s & Broker Statements)
- Rents and Royalties (may receive 1099)
- Alimony (need SSN of payer)
- Pensions, Annuities and other Retirement Accounts (1099R)
- Unemployment Compensation (1099G)
- Social Security and Railroad Retirement Benefits (1099-S or 1099-R)
- Business and Farm Income (may have 1099-MISC and/or CCC 1099-G)
- Partnership, S Corporation Trust and Estate Income (K-1)
- Gambling and Lottery Winnings (1099-G or W-2G)
- State and Local Income Tax Refunds
- Scholarships and Fellowships (1099)
- Other Miscellaneous income
POSSIBLE EXPENSES TO REDUCE TAXES
- Health Care Insurance and Expenses
- New Dependants (need date of birth and SS#�s)
- Home Mortgage Interest and Equity Loan Interest
- Investment Interest and Expenses
- Charitable Contributions (cash and non-cash property)
- Out-of-Pocket Expenses and Mileage for Volunteer Services
- Union and Professional Dues
- Child and Disabled-Dependent Care Expenses
- Job-seeking Expenses
- Traditional or Roth IRA, Keogh, SEP and SIMPLE Contributions
- Expenses for Business Use of Automobiles/Trucks
- Business Travel and Entertainment Expenses
- Alimony Paid (need recipients SS #)
- Work-related Moving Expenses
- Real Estate Taxes
- Casualty and Theft Losses
- Education and/or Vocational Expenses
- Estimated Tax Payments Made
- Educator Expenses
- Gambling Losses
- Sales Tax paid