Personal Information
Spouse Information
Marital Status
Dependent Children (others)
Please bring the following to your appointment:
Income
Wages (attach W-2s)
Interest Income (attach 1099-INT)
Dividends (attach 1099-Div)
Partnership, S-Corp., and Other Income (attach K-1)
Real Estate Sold (home, vacation property, bare land, etc.)
Investments Sold (stocks, bonds, mutual funds, other)
Individual Retirement Account (IRA)
Other Pension or Annuity Income (attach 1099-R)
Other Income
Expenses
Medical Expense (insurance, drugs, equipment, nursing, hospital, doctors, etc.)
Taxes Paid (other than on W-2 wage statements)
Child or Other Dependent Care Expenses
Casualty or Theft Loss
Charitable Contributions
Moving Expenses (job related)
Employment Related Expenses (not reimbursed)
Investment Expenses