PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

• Legal Name
• Date of Birth
• Social Security Card /ITIN/ATIN
• Last Year’s Tax Return

INCOME AND TAX INFORMATION:

• W-2’s
• Interest (1099-INT or substitute)
• Dividend Slips (1099-DIV or substitute)
• Stock Sales (1099-B or Broker Statement)
• Self-Employment Income and Expenses
• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any Business Assets
• Gambling or Lottery Winnings
• State Income Tax Refund
• Pension Income (1099-R)
• Estimated Taxes Paid
• Social Security or Railroad Retirement
• IRA or 401(k) Distribution
• Unemployment Compensation
• Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS:

• Medical Expenses
• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• Traditional IRA Contributions
• Higher Education Expenses
• Educator Expenses
• Student Loan Interest

TAX CREDITS:

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number(SSN)
• Adoption Expenses
• Retirement Savings Contributions