Part 1 - Required For All Returns

Includes Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.

Part 2 - Needed if Applicable

Dependents, Interest & Dividend Income and Stock Sales.

Part 3 - Needed If Itemizing Your Deductions

Medical Expenses, Deductible Taxes, Interest Deductions and Child Care Expenses.

Part 4 - Needed If Itemizing Your Deductions

Charitable Contributions, Education Expenses, Miscellaneous Deductions and Casualty Losses.

Part 5 - Needed if You Have These Expenses

Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home..

Part 6 - Needed if You Have Rental & Business Income

Rental & Business Income..

Part 7 - Required for All Returns

Final checklist of documents and records needed.

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Tax Organizer