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General Information __ Social Security Numbers for you and your spouse __ Educational Expenses for you and your spouse __ Dependents Names, Year of Birth and Social Security Numbers __ Dependents post high school Educational Expenses __ Child Care Expenses for each Dependent __ Routing Transmit Number (RTN)(For direct deposit/debit purposes) __ Bank Account Number (DAN)(For direct deposit/debit purposes) General Income __ Form W-2s for Wages, Salaries and Tips __ Interest income statements: Form 1099-INT & 1099-OID __ Dividend income statements: Form 1099-DIV __ Sales of Stock, Land, etc.: Form 1099-B __ Sale of Real Estate: Form 1099-S __ State Tax Refunds: Form 1099-G __ Alimony Received or Paid __ Unemployment Compensation Received __ Miscellaneous income: Form 1099-MISC Retirement Income __ Retirement income: Form 1099-R __ Social Security and Railroad Retirement income __ Form SSA-1099 Business Income __ Business Income and Expenses __ Rental Income and Expenses __ Farm Income and Expenses __ Form K-1 Income from Partnerships, Trusts and S-Corporations __ Miles traveled for business purposes Credits __ Child Care Provider Address, I.D. Number and Amounts Paid __ Adoption Expense Information __ Foreign Taxes paid Deduction Expenses __ Medical Expenses for the Family __ Medical Insurance Paid __ Prescription Medicines and Drugs __ Doctor and Dentist Payments __ Hospital and Nurse Payments __ Miles traveled for medical purposes __ Home Mortgage Interest from Form 1098 __ Home Second Mortgage Interest Paid __ Real Estate Taxes Paid __ State Taxes Paid with last years return (if itemized) __ Personal Property Taxes Paid __ Cash Contributions to Charities __ Fair Market Value of Non-cash Contributions to Charities __ Unreimbursed expenses related to volunteer work __ Miles traveled for volunteer purposes __ Casualty and Theft Losses __ Amount paid to Professional Preparer last year __ Unreimbursed expenses related to your job __ Union and Professional Dues __ Investment expenses __ Job-hunting expenses __ IRA Contributions __ Student Loan Interest Paid __ Moving Expenses Payments __ Estimated Payments made with ES Vouchers __ Last years tax return overpayment applied to this year __ Off Highway fuel taxes paid | ||
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