References
- Publication 4491, Income
- Intake and Interview Sheet
- Publication 17
- Optional:
- Form 1040 Instructions
- Form W-2
- Form 4137
- Form 4852
- Schedule B
- Publication 531
- Publication 550
- Publication 926
- Publication 970
- Publication 4012:
- Tables of Taxable and Nontaxable Income
- How/Where to Enter Income
- Form W-2 Instructions
- How to Enter Tip Income
- Tax Treatment of Scholarship and Fellowship Payments
- Schedule B – Interest and Dividends
- Schedule B – Tax-Exempt Interest
- Additional Interest
- Taxable State Refunds