Where to find income items on your tax return.

1. GROSS INCOME

2. GROSS INCOME
• The sum of all money received during the tax year including
• Income from wages
• Net income from providing services
• Income from dividends and interests
• Payments from pension plans
• And so on …

3. WHERE TO FIND THE DIFFERENT
TYPES OF GROSS INCOME

4. WAGES
Wages can be found on
box 1 of your W-2. You
can use 2017 data to
estimate.

5. • Use the excel file labeled
“EstimatedYearEndWH” to
estimate withholding and taxes
for 2018 if your W2 varies
significantly from year to year.

6. TAXABLE
INTEREST
CAN BE FOUND
IN YOUR ONLINE
BANKING
SYSTEM. YEAR TO
DATE INTEREST
IS OFTEN
REPORTED. AND
YOU CAN
PROJECT
INTEREST TILL
YEAR END.

7. DIVIDENDS
AND
QUALIFIED
DIVIDENDS
CAN BE FOUND
IN YOUR
BROKERAGE
ACCOUNT.

8. USE THE
EXPENSE
TRACKER
TEMPLATE TO
ESTIMATE YOUR
SCHEDULE C
INCOME.

9. IF YOU SELL
STOCK, YOU
WILL GET A
1099-B
REPORTING
YOUR GAINS
AND LOSS. ALSO
GET THIS
AMOUNT FROM
YOUR
BROKERAGE
ACCOUNT.

10. RENTAL INCOME
IS REPORTED ON
SCHEDULE E. IF
YOU ARE A
LANDLORD,
ENTER YOUR
NET INCOME
FROM RENTALS.

11. INCOME FROM
PARTNERSHIPS AND S
CORPS ARE REPORTED
ON THE K1. LOOK AT
YOUR VARIOUS
BUSINESS
INVESTMENTS, ENTER
THE AMOUNT YOU
ESTIMATE WILL BE
PASSED THROUGH TO
YOU ON BOX 1 OF THE
K1.

12. INCOME
FROM
RETIREMENT
PLAN IS
REPORTED
ON THE
1099R.
ESTIMATE
THE AMOUNT
YOU PLAN TO
DRAW FROM
YOUR
RETIREMENT
PLAN.

13. OTHER INCOME
• All income is taxable unless there is a specific exemptions. Add other
incomes you plan to receive including gambling winnings, income from
unemployment insurance, etc.