I'm not sure what you mean by that. The info from the forms that we get from our investments go into specific irs forms. We take standard deduction since we don't have enough things to itemize and get more (we have looked into it). I'm sure for people who have their own business or donate loads, it is very different from our situation. But I would be grateful to you if you're able to tell me how to get more money back from the irs when you have investment accounts with fidelity or vanguard and employer sponsored retirement accounts that adjust at the source.