Potential Items for Income Tax Return Preparation
This is a list of potential items that may be needed to prepare your personal income tax returns. Some items may no longer be applicable due to recent tax law changes. Please contact us for guidance.
Income Items
- W-2 Forms
- Interest Income
- Dividend Income
- Alimony Received
- Business Income
- Stock Transactions (Original cost & proceeds)
- IRA Distributions
- Pensions and Annuities
- Rental Income, Royalties, Partnerships, S Corps, Trusts
- Unemployment Compensation
- Social Security Benefits
Expense Items
- Student Loan Interest
- Moving Expenses
- Early Withdrawal Penalties
- Medical and Dental Expenses
- Real Estate Taxes
- Mortgage Interest
- Charitable Contributions
- Casualty and Theft Losses
- Rental Property Expenses
- Unreimbursed Business Expenses
- Tax Preparation Fees
- Education Expenses
- Job Search Costs
- Investment Expenses
- Child Care Expenses