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PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

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• Name

• Date of Birth

• Social Security Card /ITIN/ATIN

• Last Year’s Tax Return

• Valid Driver’s License or other valid identification

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DEDUCTIONS/ADJUSTMENTS:

• Real Estate or Personal Property Taxes (Form 1098      Mortgage Interest Statement)

• Mortgage Interest (Form 1098 Mortgage Interest Statement)

• Charitable Contributions

• Employee Business Expenses

• Gambling Losses

•         Moving Expenses

• Traditional IRA Contributions

• Higher Education Expenses

• Educator Expenses

• Student Loan Interest

•         Medical Expenses

INCOME AND TAX INFORMATION:

• W-2’s

• Self-Employment Income and Expenses

•         Interest (1099-INT or substitute)

• Dividend Slips (1099-DIV or substitute)

• Stock Sales (1099-B or Broker Statement)

• Sale of a Personal Residence

• Rental Income and Expenses

• Unemployment Compensation (1099-G)

•         Miscellaneous Income (1099-MISC)

•         Pension Income (1099-R)

•         Sale of any Business Assets

• Gambling or Lottery Winnings (W-2G for some winnings)

•         IRA or 401(k) Distribution (1099-R)

• State Income Tax Refund (1099-G)

• Estimated Taxes Paid

• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

TAX CREDITS:

• Child Care Provider/Address and Employer Identification Number (EIN) orSocial Security Number (SSN)

• Adoption Expenses

• Retirement Savings Contributions