Personal Information For Each Familiy Member

Name

Date of Birth

Social Security Card or Tax ID

Last Year's Tax Return

Valid Driver's License

Income Tax Information

W-2’s

Interest (1099-INT)

Dividend Slips (1099-DIV)

Stock Sales (1099-B)

Self-Employment Income and Expenses

Sale of Real Estate

Rental Income and Expenses

Sale of any Business Assets

Gambling or Lottery Winnings (W-2G)

State Income Tax Refund (1099-G)

Pension Income (1099-R)

Estimated Taxes Paid

Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

IRA or 401(k) Distribution (1099-R)

Unemployment Compensation (1099-G)

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 Info

Adoption Expenses

Retirement Savings Contributions Credit