Last Updated : January 14, 2009
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1040 Individual Income Tax Return

Methodology and Data Gathering from Clients

Your Personal Information

  • Name-address-telephone no.
  • SSN:you-your spouse-dependents

ChildCare Costs

  • Cancelled checks or invoices.
  • Provider's name
  • Provider's address
  • Provider's tax ID or Social Security Number

Educational Costs

  • Tuition bills or Canceled Checks for post-high education

Adoption Costs

  • Social Security Number or I.D. number of adopted child
  • Receipts or Canceled checks for
  • Legal fees
  • Transportation
  • Other Costs

Income Information Income from Jobs

  • W-2 forms for all employers for whom you and your spouse worked for last year. 1099's form

Investment Income

  • Interest Income - Form 1099 INT
  • Dividend Income - Form 1099 DIV
  • Proceeds from sale of stocks, bonds, etc. Form 1099-B
  • Confirmation slips or broker's statements for all stocks, etc. that you sold in last year.
  • Income from foreign investments - Amount of foreign taxes paid (you can find this on brokers statement)
  • Income from stock option exercise and sales
  • Stock option agreement (showing type of options you received)
  • Schedule(s) K-1 (From 1065) from investments in partnerships
  • Stock option statement showing exercise prices of options
  • Form 1099-B for proceeds of stock sale.
  • Sale of employee stock purchase plan shares.
  • Forms 1099-B for proceeds from stock sale.
  • Stock Price on grant date.
  • Stock Price on Purchase Date.
  • If stock sale occurred before qualifying period begins, Form W-2 showing, "compensation income" from a disqualifying disposition.

Income from State and local income tax refunds

  • Form 1099-G from state or local governments.
  • State income tax returns from last to last year.
  • City Income tax return from last to last, if any.

Supported States

Supported States

Federal CA CO CT GA
IL MD MI NC NM NJ
NY OH PA SC VT
     

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