Other Tax Related Deductions 

Please enter details and amounts for any other tax related deductions that were not covered by the above categories. 

Tuition and School Fees

Please enter details about whom the tuition and school fee deduction is being taken for.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Donations

Donation of cash to charities may be included here. DO NOT include other donations, such as non cash items. 

Pension and Deferred Contributions 

Enter any amount included on your W-2, box 12.  

Also include any amount contributed to Self employed SEP, SIMPLE or other qualified plans. 

IRA Deduction

Enter any Traditional IRA contributions that are tax-deductible. Traditional IRA contributions are normally tax-deductible. However, if you have an employer-sponsored retirement plan, such as a 401(k), your tax deduction may be limited.

Educator Expenses 

If you are an educator, you are entitled to a deduction of up to $300 for supplies.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family. 

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.  

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc.. 

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not. 

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family. 

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.  

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc.. 

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not. 

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family. 

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.  

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc.. 

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not. 

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family. 

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.  

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc.. 

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not. 

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip. 

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip. 

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip. 

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family. 

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.  

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc.. 

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not. 

Farming & Fishing Net Income

Enter the total net amount of any farming and/or fishing income that your family receives. This can be found in your or your family members most recent tax return in schedule F, J and/or C. 

Farming & Fishing Gross Income

Enter the total gross amount of any farming and/or fishing income that your family receives. This can be found in your or your family members most recent tax return in schedule F, J and/or C. 

Trust Income

Enter the estates and trust income reported for any and all family members on their 1040s, schedule E, Part III. 

In the box, enter any trust fund income that was received by any member of the household, including the applicants. 

Any estate or trust income includes that which is received from a family trust fund, frequently set up by grandparents to provide funds to children or grandchildren, or within families to redistribute income, should be entered here. 

Corporation Income (or loss)

Enter the S Corporation income from your 1040, schedule E, Part II. 

Partnership income

Enter the partnership income from your 1040, schedule E, Part II.

Net Rental Income

The net rental income is the amount of income received after all expenses are considered. 

If you own more than one rental property, enter the total net rental income that you receive from all properties together. 

The net rental income can be found in your most recent tax return on Schedule E, part I.  

If this is your first year owning the rental property and you have not yet filed a tax return, you will need to estimate the net value.

Gross Rental Income 

The gross rental income is the total rental or royalty income received in a year before any expenses are taken out. For each year, enter the total amount of rent or royalty from any rental property that you own personally. If you own a corporation and that corporation owns rental properties, do not enter that income here. Any income you derive from a corporation owning rental properties is either S Corporation income below or C Corporation income reported in the Assets & Liabilities Section. 

If the family owns the rental property with any other parties, enter only the percentage that is due to your family. 

If you own more than one rental property, enter the total gross rental income that you receive from all properties together. 

The gross rental income can be found in your most recent tax return on Schedule E, part I.  

If this is your first year owning the rental property and you have not yet filed a tax return, you will need to estimate the gross value.

Self Employment taxes paid

Enter Self Employment taxes, if applicable. If this amount for the projected year is unknown, this box can be left blank and Apple Financial Services will calculate an estimate of your taxes for the projected year. 

U.S. Social Security/Medicare

Enter US Social Security and Medicare taxes. 

If this amount for the projected year is unknown, this box can be left blank and Apple Financial Services will calculate an estimate of your Social Security and Medicare for the projected year. 

Total Federal income taxes

Please enter the amount of Federal taxes paid or expected to be paid. If this amount for the projected year is unknown, this box can be left blank and Apple Financial Services will calculate an estimate of your taxes for the projected year.

Total State taxes paid

Please enter the amount of State taxes paid or expected to be paid. If this amount for the projected year is unknown, this box can be left blank and Apple Financial Services will calculate an estimate of your taxes for the projected year. 

Other Tax Related Deductions 

Please enter details and amounts for any other tax related deductions that were not covered by the above categories. 

Donations

Depending on the school being attended, some of the tuition paid may count as childcare payments for tax purposes. If your school provides a childcare tax receipt to you, enter that amount here. Do not double count this amount by including it in the below box as well as this one.

Medical/Dental/Health Ins Prem/Unreimbursed expenses

Enter the total amount of medical and dental expenses paid in each year, less any amounts covered by insurance. Insurance premiums that you pay for health insurance are a valid medical expense and can be entered here. State and local taxes may be included here. 

Itemized Deductions 

Check NO if you take Standard Deduction, otherwise fill out the following: 

Childcare Costs

Enter the total costs you pay for daycare or a childcare worker for all of your children. NOTE: This may be different from the amount you are able to deduct on your tax return pursuant to Form 2441.  Depending on the amount entered for daycare/childcare expenses, a box may open allowing you to provide some additional details. 

Tuition and Schools Fees

Student loan interest paid may be deducted up to $2,500, in some circumstances. 

Support Payments

Enter any spousal alimony or child support payments paid, regardless of whether they are deductible or not. Normally payments made as part of an agreement executed in 2019 or after are not deductible. 

If you are not making the support payments laid out in the separation agreement, enter what you are paying as opposed to what is in your agreement. 

Pension and Deferred Contributions 

Enter any amount included on your W-2, box 12.  

Also include any amount contributed to Self employed SEP, SIMPLE or other qualified plans. 

IRA Deduction

Enter any Traditional IRA contributions that are tax-deductible. Traditional IRA contributions are normally tax-deductible. However, if you have an employer-sponsored retirement plan, such as a 401(k), your tax deduction may be limited.

Self-Employment Tax (half)

It is one-half (50%) of your total self-employment tax.

Self-Employment Tax (half)

It is one-half (50%) of your total self-employment tax. 

Health Savings Account Deduction 

Enter your Health Savings Account (HSA) contributions. The maximum contribution is $4,300 for single coverage and $8,550 for family coverage. Those 55 and older can contribute an additional $1,000 as a catch-up contribution. To qualify for the deduction, you must have had a High Deductible Health Plan (HDHP) and contributed to your HSA account. Amounts contributed by your employer are not deductible. See Form 8889 for more information. 

Health Savings Account Deduction 

Enter your Health Savings Account (HSA) contributions. The maximum contribution is $4,300 for single coverage and $8,550 for family coverage. Those 55 and older can contribute an additional $1,000 as a catch-up contribution. To qualify for the deduction, you must have had a High Deductible Health Plan (HDHP) and contributed to your HSA account. Amounts contributed by your employer are not deductible. See Form 8889 for more information. 

Educator Expenses 

If you are an educator, you are entitled to a deduction of up to $300 for supplies.

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip. 

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family. 

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.  

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc.. 

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not. 

Farming & Fishing Net Income

Enter the total net amount of any farming and/or fishing income that your family receives. This can be found in your or your family members most recent tax return in schedule F, J and/or C. 

Farming & Fishing Gross Income

Enter the total gross amount of any farming and/or fishing income that your family receives. This can be found in your or your family members most recent tax return in schedule F, J and/or C. 

Trust Income

Enter the estates and trust income reported for any and all family members on their 1040s, schedule E, Part III. 

In the box, enter any trust fund income that was received by any member of the household, including the applicants. 

Any estate or trust income includes that which is received from a family trust fund, frequently set up by grandparents to provide funds to children or grandchildren, or within families to redistribute income, should be entered here. 

Corporation Income (or loss)

Enter the S Corporation income from your 1040, schedule E, Part II. 

Partnership income

Enter the partnership income from your 1040, schedule E, Part II.

Net Rental Income

The net rental income is the amount of income received after all expenses are considered. 

If you own more than one rental property, enter the total net rental income that you receive from all properties together. 

The net rental income can be found in your most recent tax return on Schedule E, part I.  

If this is your first year owning the rental property and you have not yet filed a tax return, you will need to estimate the net value.

Gross Rental Income 

The gross rental income is the total rental or royalty income received in a year before any expenses are taken out. For each year, enter the total amount of rent or royalty from any rental property that you own personally. If you own a corporation and that corporation owns rental properties, do not enter that income here. Any income you derive from a corporation owning rental properties is either S Corporation income below or C Corporation income reported in the Assets & Liabilities Section. 

If the family owns the rental property with any other parties, enter only the percentage that is due to your family. 

If you own more than one rental property, enter the total gross rental income that you receive from all properties together. 

The gross rental income can be found in your most recent tax return on Schedule E, part I.  

If this is your first year owning the rental property and you have not yet filed a tax return, you will need to estimate the gross value.

IRA, Pension or Annuity Distributions 

Enter any IRA, Pension or Annuity distributions received, include total distribution received not just taxable amount. This also includes distributions from Traditional 401(k), 403(b) and governmental 457(b) plans. However, if distributions are rolled into another retirement plan, do not include the distribution. 

IRA, Pension or Annuity Distributions 

Enter any IRA, Pension or Annuity distributions received, include total distribution received not just taxable amount. This also includes distributions from Traditional 401(k), 403(b) and governmental 457(b) plans. However, if distributions are rolled into another retirement plan, do not include the distribution. 

IRA, Pension or Annuity Distributions 

Enter any IRA, Pension or Annuity distributions received, include total distribution received not just taxable amount. This also includes distributions from Traditional 401(k), 403(b) and governmental 457(b) plans. However, if distributions are rolled into another retirement plan, do not include the distribution. 

IRA, Pension or Annuity Distributions 

Enter any IRA, Pension or Annuity distributions received, include total distribution received not just taxable amount. This also includes distributions from Traditional 401(k), 403(b) and governmental 457(b) plans. However, if distributions are rolled into another retirement plan, do not include the distribution. 

Actual dividends received from related private companies

Enter any dividends received from companies you have greater than 10% interest in, or any no dividend distributions that are a return of cost or other basis. 

If an amount is entered in this box, two questions will appear asking if these dividends were received from investments or if these dividends were received from a corporation you have ownership in 

If you are drawing these dividends from a corporation you have more than 20% ownership in, you will need to upload the most recent set of financial statements for that corporation 

Actual dividends received from related private companies

Enter any dividends received from companies you have greater than 10% interest in, or any no dividend distributions that are a return of cost or other basis. 

If an amount is entered in this box, two questions will appear asking if these dividends were received from investments or if these dividends were received from a corporation you have ownership in 

If you are drawing these dividends from a corporation you have more than 20% ownership in, you will need to upload the most recent set of financial statements for that corporation 

Spousal Alimony or Child Support Payments Received

Enter any spousal alimony or child support payments received whether taxable on non-taxable. Child support and spousal support or alimony is usually not taxable unless the agreement was executed prior to 2019. 

If you are not receiving the support payments you are entitled to in the separation agreement because the other parent either isn’t paying reliably, isn’t paying what they should, or isn’t paying at all, enter what you are receiving as opposed to what is in your agreement. 

Spousal Alimony or Child Support Payments Received

Enter any spousal alimony or child support payments received whether taxable on non-taxable. Child support and spousal support or alimony is usually not taxable unless the agreement was executed prior to 2019. 

If you are not receiving the support payments you are entitled to in the separation agreement because the other parent either isn’t paying reliably, isn’t paying what they should, or isn’t paying at all, enter what you are receiving as opposed to what is in your agreement. 

Spousal Alimony or Child Support Payments Received

Enter any spousal alimony or child support payments received whether taxable on non-taxable. Child support and spousal support or alimony is usually not taxable unless the agreement was executed prior to 2019. 

If you are not receiving the support payments you are entitled to in the separation agreement because the other parent either isn’t paying reliably, isn’t paying what they should, or isn’t paying at all, enter what you are receiving as opposed to what is in your agreement. 

Spousal Alimony or Child Support Payments Received

Enter any spousal alimony or child support payments received whether taxable on non-taxable. Child support and spousal support or alimony is usually not taxable unless the agreement was executed prior to 2019. 

If you are not receiving the support payments you are entitled to in the separation agreement because the other parent either isn’t paying reliably, isn’t paying what they should, or isn’t paying at all, enter what you are receiving as opposed to what is in your agreement. 

Capital Gains

If you have capital gains from selling an asset (frequently secondary properties or investments), enter the total amount of the capital gain here.  

Capital Gains

If you have capital gains from selling an asset (frequently secondary properties or investments), enter the total amount of the capital gain here.  

Actual Dividends Received from Investment 

Enter the total ordinary dividends received, normally shown in box 1b of Form 1099-DIV from companies you have less than a 10% shareholder interest in. 

Actual Dividends Received from Investment 

Enter the total ordinary dividends received, normally shown in box 1b of Form 1099-DIV from companies you have less than a 10% shareholder interest in. 

Elective deferrals 

Enter any elective deferrals being made for retirement plans that are not included in your taxable wages. Enter any other earned income received, including tips, strike pay, etc.

Elective deferrals 

Enter any elective deferrals being made for retirement plans that are not included in your taxable wages. Enter any other earned income received, including tips, strike pay, etc. 

Self Employed Business Income 

NOTE: If you are incorporated, do not fill out the income for your corporation here. This section is only for personal business income.  Enter partnership or S corporation income from Schedule E in the lines below. 

If you have not yet filed your tax return for a given year, estimate your income and expenses for the requested years. Use your most recently filed taxes as a guide along with knowledge of whether this year is similar, better, or worse than that year for the business. 

Enter the total gross amount of any self-employment/partnership/LLC/commissioned income that you receive. If you have more than one business/partnership, enter the total gross income from all personal or self-employed sources. This can be found in your most recent tax return in the schedule C & E of your 1040 for business income. 

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income. 

Self Employed Business Income 

NOTE: If you are incorporated, do not fill out the income for your corporation here. This section is only for personal business income.  Enter partnership or S corporation income from Schedule E in the lines below. 

If you have not yet filed your tax return for a given year, estimate your income and expenses for the requested years. Use your most recently filed taxes as a guide along with knowledge of whether this year is similar, better, or worse than that year for the business. 

Enter the total gross amount of any self-employment/partnership/LLC/commissioned income that you receive. If you have more than one business/partnership, enter the total gross income from all personal or self-employed sources. This can be found in your most recent tax return in the schedule C & E of your 1040 for business income. 

Car expenses

Car expenses used in Schedule C to calculate your net business income  

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income. 

Car expenses

Car expenses used in Schedule C to calculate your net business income  

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income. 

Business expenses

Business Expenses are your total business expenses used to calculate your net income on Schedule C, minus the motor vehicle expenses that will be entered on the next line.  

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income. 

Business expenses

Business Expenses are your total business expenses used to calculate your net income on Schedule C, minus the motor vehicle expenses that will be entered on the next line.  

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income. 

Home expenses

Home expenses used in Schedule C to calculated net income 

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income. 

Home expenses

Home expenses used in Schedule C to calculated net income 

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income. 

State Refund Received

Enter any State Refund received and/or estimated for coming year. If multiple State refunds, then just enter the totals. 

State Refund Received

Enter any State Refund received and/or estimated for coming year. If multiple State refunds, then just enter the totals. 

Taxable Interest and Exempt Income

Enter any interest received, taxable or exempt, plus any other exempt income received, whether from sources in the United States or foreign. 

Taxable Interest and Exempt Income

Enter any interest received, taxable or exempt, plus any other exempt income received, whether from sources in the United States or foreign.