Social Security numbers and birth dates for everyone claimed on your tax return

Income Items

• W-2's and all 1099's received
• 1099INT for interest income
• 1099DIV for dividend income
• 1099B for sales of securities (provide cost for each item sold)
• 1099R for annuities, pension IRA's and KEOGH income
• 1099G for state tax refunds
• SSA 1099 for Social Security income
• 1099G for unemployment income
• 1099 MISC for non-employee compensation, rent income or other miscellaneous income
• K-1 for partnerships, joint, ventures, S corporations, estates, and trusts
• Alimony received
• Jury duty pay
• Gambling and lottery winnings
• Prizes and awards
• Scholarships and fellowships
• Tips not reported on W-2

Deductions

• Student loan interest paid
• Early withdrawal penalties on CD's and other time deposits
• Contributions to IRA's, KEOGH, simple retirement plans

Medical Expenses

• Health Insurance, Long Term Care Insurance Premiums, Vision Insurance, Dental Insurance
• Prescription Drugs
• Doctors and Clinics, Dental and Orthodontist, Hospital
• Glasses, Contact Lenses, Eye Exams, Laser Eye Surgery
• Lab Tests, Therapy, X-Ray, Anesthesiology
• Prescribed Medical Equipment: Hearing Aids, Batteries, and related costs
• Stop Smoking programs, Weight Loss Programs
• Medical Miles at $0.14 cents a mile (other medical transportation, ambulance, taxi, bus and lodging while obtaining medical care) limited to $50 per night

Taxes

• State or city tax withheld from wages
• State Income taxes paid this year for a prior year or State Estimates paid this year
• Real estate taxes
• Personal property tax
• State Sales tax

Interest

• First and second mortgage interest, home equity, home improvement, loan points
• Contract for deed (seller financed) - must list name, address and SSN

Contributions

• Churches, Synagogues
• United Way Campaign, Cancer, Heart, Scouts, MS, MD, March of Dimes, Food Shelf
• Out of pocket expenses for charitable work
• Value of goods donated to Goodwill, Salvation Army, etc.
• Charitable mileage on auto at $0.14 cents per mile

Miscellaneous

• Non-reimbursed employee expenses (union dues, tools, supplies, special uniforms, safety equipment, professional dues and subscriptions, job related education)
• Gambling and lottery losses

Investment related

• Phone, postage, supplies for investments
• Safe deposit box
• Investment publications
• IRA and KEOGH fees paid directly by you