The Tax Professional You Can Trust
   Home      Potential Income Tax Items

Potential Items Needed For Income Tax Return Preparation

*The following is a list of potential items needed to accurately prepare your personal income tax return. While the list does not and is not intended to prepare for every possible situation, these are items which may be needed for your tax returns. Additional items may also be needed to complete your returns.
  1. W-2 Forms
  2. Interest
  3. Dividend
  4. Alimony Received
  5. Business Income
  6. Original cost and sales proceeds of stock transactions
  7. IRA Distributions
  8. Pensions and Annuities
  9. Rental real estate, royalties, partnerships, S corporations, trusts, etc.
  10. Unemployment Compensation
  11. Social Security Benefit


  • Student Loan Interest
  • Moving
  • Early Withdrawal Penalties
  • Medical and Dental
  • Real Estate Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Casualty and Theft Losses
  • Rental Property Expenses
  • Unreimbursed Business Expenses
  •  (such as uniforms, union dues, job education
  •  – subscriptions, and automobile)
  • Tax Return Preparation Fee
  • Education
  • Job Searching
  • Investment
  • Child Care