Part I
General Information
Part II
Other Income/Deductions
 
Part III
Business Income/Estimated Tax Payments
Part IV
Miscellaneous Questions

PART II
Other Income

Interest: Attach 1099 Forms
Payor Amount
1 $
2 $
3 $
4 $
Dividends: Attach 1099 Forms
Payor Total Capital Gain Ordinary Dividend
1 $ $ $
2 $ $ $
3 $ $ $
4 $ $ $
State Tax Refund
Amount Received $______________________
Check if you did not itemize in prior years
Capital Gains
Description Date Acquired Date Sold Sales Price Cost or Basis
1 $     $
2 $     $
3 $     $
4 $     $
Pensions/IRA Distributions - Attach Form 1099 / W-2s
Payor Gross Distribution Taxable Amount
1 $ $
2 $ $
Check box if Federal or State Tax was withheld
Alimony Received
Payor______________________ Amount $___________
Payor's Social Security #__________________________
Unemployment Received
Taxpayer Amount $________________
Spouse Amount $__________________
Social Security Received
Taxpayer Amount $________________
Spouse Amount $__________________
Miscellaneous Income
Description: _______________________________________________
_________________________________________________________
Deductions

Medical and Dental Expense
Insurance Premiums (Net)________________
Doctors, Dentists, etc.__________________
Taxes Paid
State & Local Income Tax________________
Real Estate Taxes - Residence__________________
Real Estate Taxes - Other Property__________________
Auto License:
No. of Cars Fees Paid__________________
Personal Property Taxes__________________
Other Taxes__________________
Interest Paid - Attach 1098 Forms
Home Mortgage Interest Paid (1st)________________
Home Mortgage Interest Paid (2nd)__________________
Contributions - Attach Details
Contributions by Cash or Check________________
Contributions other than Cash__________________
Miscellaneous Deductions
Unreimbursed Employee Business Expenses__________________
Union/Professional Dues__________________
Investment Expense__________________
Tax Return Preparation Fees__________________
Safe Deposit Box Rental__________________

Part I | Part III