INFORMATION NEEDED DURING TAX INTERVIEW



PERSONAL INFORMATION FOR EACH FAMLY MEMBER:

Name

Date of Birth

Social Security Card/ITIN for all family members

Copy of last year's tax return



INCOME AND TAX INFORMATION:

W-2's

Interest (1099-INT)

Dividends (1099-DIV)

Stock Sales (1099-B or Broker Statemen)

Self-Employment Income and Expenses (Include any 1099-Misc)

Sale of Personal Residence (Hud1 Closing Statemet)

Rental Income and Expenses

Sale of any Business Assets

Gambling or Lottery Winnings (W-2G)

State Income Tax Refund (1099-G)

Pension Income (1099-R)

Estimated Taxes Paid

Social Security (SSA-1099)

Unemployment Compensation (1099-G)



DEDUCTIONS/ADJUSTMENTS

Medical Expenses

Real Estate or Personal Property Taxes

Mortgage Interet (1098)

Charitable Contributions

Employee Business Expenses

Gambling Losses

Moving Expenses

IRA Contributions

Higher Education Expenses

Student Loan Interest

Purchase of New Residence (Hud1 Statement)



TAX CREDITS

Child Care Provider/Address and Employer Identification Number or Social Security Number

Retirement Savings Contributions