1. Income 1

2. Intake and interview 2

3. Form 1040 3

4. Intake and Interview Line ItemFormCertificationForm 1040 Line to Report Income 1. Wages and SalaryW2BasicWages, Salaries, tips Line 7 2. Tip IncomeW2AdvancedWages, Salaries, tips Line 7 3. Scholarships (Taxable)1098-TBasicWages, Salaries, tips Line 7 4. Interest/Dividends1099-INT 1099-DIV Sch K-1 BasicInterest – Line 8 Dividends – Line 9 5. State/Local Tax Refund1099-GBasicTaxable refunds Line 10 6. Alimony Income BasicAlimony received Line 11 7. Self Employment income1099-Misc box 7AdvancedBusiness Income Line 12 8. Cash/Check payments for work performed not on W2 AdvancedWages, Salaries, tips Line 7 9. Income/Loss from sale of stock, bonds, real estate 1099-BAdvancedCapital Gains Line 13 10. Disability IncomeW2BasicWages, Salaries, tips Line 7 11. Distributions from pensions, IRAs 1099-R Advanced, Basic if tax configured IRA Distributions Line 15 Pension income Line 16 12. Unemployment Income1099-GBasicUnemployment Line 19 13. Social Security/Railroad Retirement SSA-1099 RRB-1099-R BasicSocial Security Line 20 Railroad Line 16 14. Income/Loss of rental property Military onlyRental Real estate Line 17 15. Other Income Gambling Royalties 1099-Misc box 3 W-2G Sch K-1 Basic Advanced Other income Line 21 Line 17 4

5. W2 5

6. 1099-G 6

7. 1099 INT 7

8. 1099 DIV 8

9. 1099-R 9

10. Social Security Benefits 10

11. W-2G 11

12. 12

13. References Download: http://www.irs.gov/pub/irs-pdf/p4012.pdfhttp://www.irs.gov/pub/irs-pdf/p4012.pdf Email for hard copy: kandrews@enterprisecommunity.orgkandrews@enterprisecommunity.org 13