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Adjustments & Itemized Deductions Worksheet:

Adjustments: IRA & HSA contributions, Student loan interest, Alimony payments

Itemized deductions: Medical expenses, Taxes paid, Mortgage interest, Charitable gifts & Miscellaneous expenses

Business Profit-Loss Worksheet

Business income, expenses, cost of goods sold, business use of home

Business Use of Home Worksheet

Exclusive business use area, direct and indirect expenses, depreciation

Rental Property & Royalty Worksheet

Fair rental vs. personal use, income, expenses, depreciation

Tax Information to Bring

Taxpayer & dependent info, bank account info (optional), income statements (W2, 1099), adjustments & credits, deductions, self-employed income and expenses, health coverage