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INCOME TAX SHEET
INCOME TAX SHEET
Mitch Summer
2018-02-15T09:37:50-05:00
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Taxpayer Information:
Full Name
First
Middle
Last
Social Security
Date of Birth
Occupation
Spouse Information:
Full Name
First
Middle
Last
Social Security
Date of Birth
Occupation
Address
Street Address
Address Line 2
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Virgin Islands, U.S.
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Dependents Information:
Name
Date of Birth
Social Security
Relationship
US Citizen or Resident?
US Citizen
Resident
Name
Date of Birth
Social Security
Relationship
US Citizen or Resident?
US Citizen
Resident
Name
Date of Birth
Social Security
Relationship
US Citizen or Resident?
US Citizen
Resident
Income Information
Please Check All of the Documents You Will Be Supplying Us With
Wages or Salaries (W2 for all jobs)
Disability Income
Interest / Dividends (1099-INT)
Interest on Insurance Proceeds
Capital Gain Distributions, Capital Losses (1099-DIV)
State Tax Refund
Alimony
Tip Income
Scholarship and Fellowship (W2)
Pension and IRA Distribution
Unemployment (1099-G)
Social Security (1099-SSA)
Unreported Social Security and Medicare Tax
Self-Employment, Income Business (1099-MISC)
Sale of Business Property
Rents, Royalties, Partnerships, S Corporations, Estate and Trusts
Other Income such as gambling, prizes, lottery
Expenses Information
Please Check All of the Documents You Will Be Supplying Us With
Medical Expenses (health insurance type: marketplace, Medicaid, employer) (Form 1095A,1095B or 1095C)
Taxes you paid State and Local
Real Estate Taxes
Home Mortgage Payments (1098-INT)
Charitable Contributions
Casualty and Theft Losses
Unreimbursed Job Expenses
Tax Preparation
Other Expenses, Investment, Safe Deposit Box
Education Expenses (1098-T)
Child Care Expenses
Bank Information
Bank Name
Routing Number
Account Number
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