(Note
:
we need this even if you are filing separately)
Your Mailing Address
including Zip Code and Country
Email address
and/or Phone
Number where we can reach you for questions
Birth Date
of you and your
spouse (if married)
If you are filing on behalf of
someone who died during this tax year , call or e-mail
for special instructions.
For each of your
children
who lived with you for the entire year:
Full Name
Relationship
Birth Year
Social Security #
Indicate those children over the age of 18 as of December, 31st, who
were also full time students
For each of your
children
who lived elsewhere
but
for whom you provided more than 50% of their support :
Full Name
Relationship
Birth Year
Social Security #
Indicate those children over the age of 18 as of December, 31st, who
were also full time students
For
each
person (other than your child)
for
whom you provided more than 50% support :
Full Name
Relationship
Birth Year
Social Security #
Country of residence
Gross Income
Special medical
conditions
of you, your
spouse or your children (by name)
If we did NOT prepare your return
last year, a copy of last year's return would be extremely helpful.
NOTE: If you have
rental property, business income, capital loss or net operating loss
carryforwards, it is ESSENTIAL that we have a copy of your last year's
return.
