Income

All income, including but not limited to:

  • Wage statement reported on From W2
  • Pension or Retirement Income reported on Form 1009-R
  • Interest Income reported on Form 1099INT
  • Dividend Income reported on Form 1099DIV
  • Interest or dividend income that is from tax-free investments, generally found on the year end statement (note: this is tax-free, not tax-deferred)
  • State tax refund amount reported on From 1099G
  • Commissions received reported on Form 1099MISC
  • Sales of stocks, bonds, or mutual funds reported on Form 1099B
  • Rental income received for each rental property owned
  • Self-employment or farm income received before any deductions
  • Lottery or gambling winnings reported on From W2-G
  • Income from partnerships, estates and trusts or corporations reported on Form K1
  • Statement of Sale received at closing for any real estate sold during the year
  • Alimony received
  • Income received for any business asset sold or traded-in during the year

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