Obtain Your Client's Tax Return
You may need any or all of the following information from your client's tax return :
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- Earned Income (Form 1040)
- Taxable Interest (Form 1040)
- Ordinary Dividends (Form 1040)
- Taxable Refunds (Form 1040)
- Alimony Received (Schedule 1)
- Unemployment Compensation (Schedule 1)
- Taxable Amount of IRA Distributions (Form 1040)
- Taxable Amount of Pensions or Annuities (Form 1040)
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- Self-Employment Income (Schedule SE)
- Business Income (or loss) (Schedule C)
- Rental Real Estate, Royalties, Partnerships, S Corporations, Trusts, etc. (Schedule E)
- Farm Income (or loss) (Schedule F)
- Long Term Capital Gains (Schedule D)
- Short Term Capital Gains (Schedule D)
- Qualified Dividends (Form 1040)
- Gross Social Security Benefits (Form 1040)
- Tax-Free Interest (Schedule 1)
- Self-employed SEP, SIMPLE, and qualified plans (Schedule 1)
- IRA deduction (Schedule 1)
- Medical and Dental Expenses (Schedule A)
- Taxes You Paid (Schedule A)
- State and Local Taxes (Schedule A)
- Real Estate Taxes (Schedule A)
- Personal Property Taxes (Schedule A)
- Other Taxes (Schedule A)
- Interest You Paid (Schedule A)
- Home mortgage interest and points reported on Form 1098 (Schedule A)
- Home mortgage interest not reported on Form 1098 (Schedule A)
- Points not reported to you on Form 1098 (Schedule A)
- Investment interest (Schedule A)
- Gifts to Charity (Schedule A)
- Gifts by cash or check (Schedule A)
- Other than cash or check (Schedule A)
- Carryover from prior year (Schedule A)
- Casualty and theft Losses (Schedule A)
- Casualty and Theft Losses (Other Personal Casualty and Theft Loss) (Schedule A)
- Other Itemized Deductions (Schedule A)