1. All dependents Social Security Number and birthday
2. W2's
3. Interest Income 1099
Int
4. Dividend Statements 1099
Div
5. Investments Sold 1099
B
6. Retirement Income 1099
R
7. Partnership, Trust, Estate Income (Form K
1)
8. Property Sold
9. Social Security Statement/ Railroad Retirement (SSA 1099
? RRB 1099) If receiving benefits
10. Business/Farm/Rental Income and Expenses
11. Other Income
12. Medical Expenses
-
Medical Insurance Premiums (paid by you, not pre?taxed from your payroll check)
-
Prescriptions/Medical Copays
-
Glasses Contacts
-
Hearing Aids/Batteries
-
Doctor/Dental/Orthodontist/Nursing Care/Hospital
13. Taxes Paid
14. Interest Expense
15. Charitable Contributions
-
Church/United Way
-
Non-Cash (Goodwill)
-
Volunteer Expenses
16. Job Related Moving Expenses
17. Employment Related Expenses (Non Self Employed/ non reimbursed expenses)
18. Child & Other Dependent Care Expenses
19. Estimated Tax Paid
20. Education Expenses
21. Direct Deposit Information if wanting to deposit refund to bank account.
