- Have you collected all W-2 forms, 1099 forms, and interest
statements?
- Do you have documents for all of your sources of income?
- Are you self-employed?
- Do you have any dependents?
- Did any of your dependents earn any income?
- Were you married or divorced recently?
- Have you had any new dependents last year?
- Have you sold any assets for a gain? (House, stocks, business interests, etc.)
- Have you invested in any 401K or IRA accounts?
- Have you invested in any Tuition Savings accounts?
- Have you paid interests on college loans or mortgages?
- Have you had to pay ANY expenses for education? Do you have forms?
- Have you moved recently?
- Do you own your own home?
- Have you purchased a home recently?
- Did you pay points?
- Have you had to pay property taxes?
- Have you made any charitable contributions?
- Have you had any major medical expenses?
- Have you had to pay for dependent care/child care?
- Do you have any Earned Income Credits?
- Have you had any “educator” expenses?
- Did you buy an auto last year? What kind?
- Did you have any business losses?
- Did you have any deductible business expenses?
- Do you have any business assets to depreciate?
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