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.
