• Income and Personal Information
  • W-2s from wages or gambling
  • Unemployment
  • Interest income information (interest from banks, credit unions, investments)
  • Dividend information (statement from broker or 1099-DIV)
  • Social Security Statement for Social Security Income received
  • Retirement Pay Information (1099-R)
  • Expense Information
  • Interest Paid on House during the tax year
  • Real Estate Taxes Paid on house during the tax year
  • Contribution to charities during the tax year
  • Any business related expenses

​Other Information

  • Social Security Numbers and Dates of Birth of Children
  • Settlement Statement (closing papers) on any real estate sold, bought or refinanced during the tax year
  • Any other information which may appear to be necessary or which you have questions about.