TAX CREDITS:

CHILD CARE PROVIDER/ADDRESS AND EMPLOYER IDENTIFICATION NUMBER (EIN) OR SOCIAL SECURITY NUMBER (SSN)

ADOPTION EXPENSES

RETIREMENT SAVINGS CONTRIBUTIONS CREDIT TYPE 


DEDUCTIONS/ADJUSTMENTS:

MEDICAL EXPENSES
REAL ESTATE OR PERSONAL PROPERTY TAXES
MORTGAGE INTEREST
CHARITABLE CONTRIBUTIONS (CASH AND NON-CASH)
EMPLOYEE BUSINESS EXPENSES
GAMBLING LOSSES
MOVING EXPENSES
TRADITIONAL IRA CONTRIBUTIONS
HIGHER EDUCATION EXPENSES
EDUCATOR EXPENSES
STUDENT LOAN INTEREST

All American InsuranCE  

   and Financial


1-801-292-8819

PERSONAL INFORMATION NEEDED FOR EACH FAMILY MEMBER

Name
Date Of Birth
Social Security Card/ITIN/ATIN
Last Year's Tax Return
Valid Driver's License if applicable


INCOME AND TAX INFORMATION:
W-2's
Interest (1099-INT or substitute)
Dividend Slips (1099-DIV or substitute)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income and Expenses
Sale of a Personal Residence
Rental Income and Expenses
Sale of any Business Assets
Gambling or Lottery Winnings (W-2G for some winnings)
State Income Tax Refund (1099-R)
Unemployment Compensation (1099-MISC)