Income
W2s/1099-Misc
State Tax Refund (Received last year)
Contributions
Sales of Stocks/Bonds
Social Security/Retirement Benefits
Partnership/Trust Income
Deductions
Interest
Related Expenses
Dividends Forms 1099-Int/1099-Div
Job Education
Gambling/Lottery Winnings
Alimony
Rents and Royalties
Sale of Personal/Other Properties
Unemployment Compensation
Itemized Deductions
Medical
Transportation Miles/Lodging Expenses
Out-of-pocket Prescriptions
Weight Loss and Smoking Programs
Home Improvements for Medical Reasons
Health Insurance Premium
Long Term Care Insurance Premium
Medical, Dental, Optical, Chiropractor Office Fees
Laboratory Fees
Hearing Aid and Battery, Eyeglasses
Insurance Co-pays
Taxes
State & Local Income Tax Payments
State Return/Extension Payments
Estimated State and Federal Taxes, and Amounts
Information
Real Estate Taxes Paid
Personal Property Taxes Paid
Vehicles
Interest Paid
Settlements/Closing Statements
Second Home Mortgage/Equity Loan Interest
Points Form 1098/Unreported
Investment Interest Form 4952
Mortgage Interest, Purchase/Re-financed, Form 1098
Charitable Contributions
Non-Cash Donations
Cash and/or Check Contributions
Volunteer Uniform Expenses
Volunteer Mileage
Job Expenses and Misc.
Un-reimbursed Employee Job
Uniforms/Job Travel
Union Dues
Job Education
Safety Deposit Box
Gambling Losses
Professional Journals
Professional Licenses
Tax Return Preparation Fees
Disabled Dependent
Job Seeking Expenses
Casualty and Theft Losses
Adjustments to Income
Self-Employed SEP Plans
Self-Employed Health Insurance/Reimbursments
Moving Expenses
Alimony Recipient's Name and SS#
Credits, Self Employed Info
Disabled Dependent
Job Seeking Expenses
Casualty and Theft Losses
Child & Dependent Care Expenses
(Include Full Name, Address, SS# of Providers)
Household Employees
Minor/Disabled Dependents
Qualified Education Expenses
Tuition and Fees
Books, Room & Board
Self-Employed Information
Gross Receipts & Sales
Returns & Allowances
Costs of Goods Sold
Direct Expenses
Advertising, Insurance, Supplies, Utilities, Wages
Business & Farm Expenses
Business in Home Expenses
Mileage & Actual Expenses for Depreciation Items