Personalized Tax Planning
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.