| Did
you work? |
All W-2s and 1099MISC
|
| Did
you collect unemployment? |
1099G |
| Are
you self-employed? |
Income & Expense Report |
| Do
you have children in a day care situation? |
Amt paid along with name,
address and Federal ID |
| Do
you receive a pension? |
All 1099R |
| Do
you receive Social Security? |
SSA1099 |
| Did
your investments collect interest or dividends? |
1099INT, 1099DIV |
| Did
you sell stock/mutual funds? |
1099B, original date bought, |
| Did
you buy or sell your home? |
Closing statement |
| Did
you collect/pay alimony? |
Amount & Spouse’s SS# |
| Do
you have any winnings from lottery? |
W-2G |
| Do
you pay a student loan? |
1098E |
| Did
you pay college tuition? |
1098T |
| Do
you have mortgage? |
1098 Mtg Statement |
| Did
you pay real estate taxes? |
Amount paid |
| Did
you have excess medical bills? |
Amount Paid
|
| Do
you pay for health insurance? |
|
| Did
you suffer property damage? |
What, When, Where, How Much |
| Do
you contribute to church & charities? |
Church statement
|
| Are
you a shareholder in a Partnership, |
|
| S-Corporation,
Trust or Estate? |
K-1 |
| Did
you pay Estimated Taxes? |
Amount & Date pd |
| Did
you negotiate credit cards? |
1099C |
| Did
you suffer a foreclosure? |
1099A |
| Do
you have a rental? |
Income & Expense Report
|
