CLIENT DATA FORM

You and your spouse lived apart during the year and did you live together at any time after June 30

You paid estimated Federal or State taxes last year

You Itemized last year.

You and spouse were resident of another state or earned income in another state

You purchased a home in 2008 and received the up to $7,500 First-time Home Buyer credit

You were a student, had education expenses, or made student loan payments. If yes fil out the School Expenses Data Sheet

CHECK ALL THAT APPLY