PERSONAL DATA |
 Social Security Cards (including self, spouse & children) |
| Driver License or ID Card |
| Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid |
| Education Expense: 1098 T |
| Prior Year's Taxes |
| Stimulus Rebate Amount |
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ADJUSTMENTS |
| Student loan interest paid |
| IRA contributions |
| Early withdrawal penalties |
| Moving expenses |
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EMPLOYMENT & INCOME DATA |
| W-2 forms for this year |
| Unemployment compensation: forms 1099-G |
| Miscellaneous income including rent: form(s) 1099-MISC |
| Pensions and Annuities: form(s) 1099-R |
| Social Security Benefits: form(s) SSA 1099 |
| Partnerships & S Corporations: Schedule K-1 |
| State and Local Income Tax Refunds: form(s) 1099-G |
| Gambling and Lottery winnings: form W-2G |
| Interest Income: 1099 INT |
| Dividend Income: 1099 INT |
| Proceeds from Stocks: 1099-B |
| Sale of Home Income Loss: 1099-B |
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ITEMIZED DEDUCTIONS |
| Mortgage Interest Statement: form(s) 1098 |
| Real Estate Taxes Paid |
| Personal Property Taxes: Ad Valorem |
| Charitable Donations |
| Church Tithes & Offering |
| Unreimbursed Job Expenses |
| Unreimbursed Volunteer Expenses |
| Unreimbursed Medical Expenses |
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SELF-EMPLOYMENT DATA |
| Business Income: form(s) 1099 MISC and/or own records |
| Partnership Income: Schedules K-1 |
| Business-related expenses: receipts and other documents |
| Employment taxes & other estimated business taxes paid for current tax year |
| Tax ID number or Incorporation papers |
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