Personal information
Copy of last year’s Income tax return
Social Security Numbers: for your spouse, Dependants & yours
Date of birth: for your spouse, Dependants & yours
Occupation: for you and your spouse
Home Address, E-mail Address.
Home phone Number
Deductions & Adjustments
IRA Contributions
(HSA) Health Savings Account Contributions
Moving Expenses (job related move for more than 50 miles)
Form 1098-E Student Loan Interest paid
Form(s) 1098-T Higher Education Tuition statement
Self-employed Health Insurance payments
Contributions to Keogh, SEP, SIMPLE and Other Self-employed Pension Plans
Educator Expenses paid for classroom supplies, etc.
Medical and Dental Expenses – co-pay, insurance premium, out of pocket expenses & Car Mileage
Form(s) 1098 - Home mortgage interest
Real Estate Tax Statements paid on your house
Automobile licensing bills (Car Tabs)
Investment interest expense, tax preparation fees Paid Last year's
Casualty and Theft Losses
Description of property damaged or stolen ,Receipts or canceled checks showing cost of property , Insurance policy and insurance reports showing reimbursement, Appraisal fees if applicable
Job related expenses :
invoices or receipts for
Job Search Expenses,Union dues,Seminar fees, Professional publications and books, small tools and supplies you purchased, Property purchased for use at your work, Uniform and special clothing costs, transportation Mileage records per vehicle used, Hotel bills Restaurant tickets Parking fees
Rental Property Income
Profit and loss statements from your property manager, or
Checkbook or canceled checks for expenses
Form 1099-MISC or other records for rental income paid to you
Mortgage interest reported on Form 1098
Property tax payments from assessor's bill, canceled checks or impound records List of Assets and Depreciation Taken in prior years
