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.