QUALIFIED EDUCATION EXP     

• Tuition and Fees (form 1098T)     

• Books/Computer     

• Scholarships Received              

• Contribution to MOST 529 plan

 

INTEREST YOU PAID          

• HUD1 Settlement Statements from sale/purchase 

• Mortgage interest form 1098        

• Points paid or unreported interest       

• Investment Interest        

 

QUALIFYING DEPENDENT INFO   

• Residency information (Example: report card, divorce decree)

• ANYTHING with YOUR address and your child’s name

• Child’s social security number and birth certificate     

• Adoption paperwork if applicable        

• Disability info if applicable         

 

CHILD CARE EXPENSES     

• Child and Dependent Care paid     

• Receipt from provider that includes Name, Address, SSN or EIN of provider     

• Dependent Care Reimbursements  

 

MISC INFORMATION         

• Copy of a voided check for Direct Deposit of Refund         

• Copy of prior year’s tax return        

 

SELF-EMPLOYMENT INFORMATION     

• Gross Sales/Receipts     

• Cost of Goods Sold     

• Direct Expenses (ex: Advertising, Insurance, Repairs, Supplies, Utilities, Wages, Materials) totaled and listed by category     

• Farm Expenses listed by category     

• Office Use of Home Expenses (Square footage of office and square footage of home)    

• Mileage log  

• List of assets for Depreciation      

• Household Employee Info     

 

MISC QUESTIONS     

• Any Foreign Income or accounts?    

• Any Illegal Income?             

• Any cancellation of debt or foreclosure?            

• Have you filed bankruptcy?            

• Is anyone blind or disabled?             

• Have you made any energy efficient improvements to your home?