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1040	Federal Information Form - Page 1	2015
1040	Welcome, to our easy forms method. Just answer the questions as they come up. Skip over the boxes that don't pertain to you. When you are finished just Print and Mail. No Credit Cards required.	2015

Menu List

Name (s)
Address
SSN (Optional)
Filing status
Dependents
Wages form
W-2
Interest form
1099-INT
Dividends and Capital gains distributions form 1099-DIV
IRA Deduction

Welcome to Stevens ITP
I will be here to quide you through the interview.

Step 1: Start by entering your name and address below. Press the Tab Key to move to the next box.
Step 2: Please complete numbers 1 thru 5 in the menu list. We need this information to start your return.
Step 3: Note that entering your Social Security Numbers is optional. We do need to know your age at the end of the tax year to qualify you for credits or deductions. If you omit entering your SSN's here you will need to write them on your returns when you receive them. We care about your privacy and Stevens ITP does not share or sell information with others.
Step 4: After you have completed numbers 1 thru 8, check that the information you have entered is correct. Then click the print button at the bottom of the page. Scroll down or Start here.

If you have a document on the list below, please make a copy and mail it with this form. We have not provided a form for these items.

Taxable refunds, credits or offsets of state and local income taxes
Alimony received/ paid
Capital gains, sale of Stock/Bonds reported on 1099-B
Pensions and Annuities Form 1099-R
Unemployment compensation 1099-G
Social security benefits SSA-1099
IRA Traditional Deduction (Roth is non-deductible)
Education credit
Child tax credit - no additional information is needed for this credit
Earned income credit - no additional infomation is needed for this credit
Child Care Credit

Schedule A - Itemized Deductions

Other Activities

Schedule C Business Income or Loss
Schedule E Rental Real Estate
Schedule F Farm Income
Partnerships form K-1
Deductions - Below the Line

Your Name:	(First Init. Last)
Spouse Name:	(First Init. Last)
Address:	Apt.
City:	State:
Zip Code:
Country:	Phone:
E-mail Address:	Next

(3) Enter your Social Security Number or ITINs (SSN's are optional)

	Social Security Number		Date of Birth
Your SSN:		Your DOB		mm/dd/yy
Spouse's SSN:		Spouse DOB		mm/dd/yy

(4) What is your Filing Status? Check one

Single
Married filing joint
Married filing separate
Head of household
Qualifying widow(er) with dependent child

If claiming Head of household status and the qualifying person is not your dependent enter the childs name here.
Qualifying childs name Next

Claimed as a Dependent
Can your parent (or someone else) claim you as a dependent on his or her tax return?

               Yes 
               No

(5) List your Dependents Goto the Next question

Dependents Name
(first, initial, last) Relationship Social Security # Date of Birth Months lived
with you

1

2

3

4

(6a) Your Wages (W-2) Please send a copy of each W-2 you received. Enter your wage information for box 1 and 2 below.
Box 1. Wages		Box 2. Federal Tax

(6b) Spouse's Wages (W-2) Please send a copy of each W-2 you received. Enter your spouses wage information for box 1 and 2 here.
Box 1. Wages	Box 2. Federal Tax
		Next

(7) Interest Income Enter the information reported on form 1099-INT here.

Payers Name	Box 1 Interest	Box 2 Early Withdrawal Penalty	Box 3 Interest on US Savings Bonds	Box 4 Federal Income Tax Withheld




				Next

(8) Ordinary Dividends Copy the information reported on form 1099-DIV here.

Payers Name	Dividends Box 1	Capital gain distribution Box 2a	28% rate gain Box 2b	Qualified 5-year gain Box 2c	Section 1250 Box 2d

Nontaxable distribtion Box 3	Federal tax withheld Box 4	Foreign tax paid Box 6
			Next

If you have more than one 1099-DIV make copies and mail with your printed information page. Return to Menu List

(9) IRA Deduction - One more thing you should consider is contributing to your retirement fund. You have until April 15, 2013 to do so. Not only do you get a deduction, you may also qualify for the Retirement Savings Credit. You can contact us before you decide on making a contribution and we'll advise you on how much of an additional refund you can expect. (Roth does not qualify for the deduction but does for the credit.)

Traditional IRA Contribution $		Roth IRA Contribution $		Next

Step 5: Finished - Before you click the print button, check to see that you have entered your information correctly.

Mail this form to:

Stevens ITP
4632 Emblem Circle
Manlius, NY 13104

Click here to
Return to Homepage.

If all of your tax information is listed on these pages the total amount due is $60 for a 1040A ($70 for a 1040 long form). Make your check or money order payable to "Michele Stevens". Mail your check, information forms and other tax documents to Stevens ITP. We will begin processing your return upon receipt. Your completed return will be sent to you via the US Postal Service within 3 to 5 days.

Stevens - Income Tax Professionals

Stevens ITP -- -- Income Tax Professionals -- -- Only $60 for a 1040A prepared tax return -- -- That includes your Earned Income Credit, Additional Child Credit, and your Retirement Savings Credit. -- -- All for only $60.