Wage Statements – W-2s and 1099’s

 State Refund Amount

Medical and Dental Expenses

Unreimbursed Employment-Related Expenses

Interest and Dividend Income

Social Security / Unemployment Income

Real Estate and Personal Property Taxes

Educational Expenses

Pension and Retirement Income

Self-Employment Expenses

Estimated Taxes Paid

Child Care Expenses & Provider Information

Stock Sale information

Income and Expenses from Rentals

Cash and Non-Cash Charitable Donations

Dependents’ Social Security Numbers & Dates of Birth

Lottery or Gambling Winnings/Losses

Alimony Paid or Received

Mortgage or Home Equity Loan Interest Paid

Last Year’s Tax Return