What Financial Information is Needed to Run a Tax Clarity Report?

Obtain Your Client's Tax Return

You may need any or all of the following information from your client's tax return :  

    • 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)
      • 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)