Tax Organizer
Personal Data
Taxpayer Information Spouse Information
Last Name :   Last Name :
First Name :   First Name :
M I : Suffix : M I : Suffix :
S.S.N   S.S.N  
Date of birth:   Date of birth:
Work phone:  Ext. Work phone Ext.
Address Information
Address   Apartment #
City   State   Zip  
Home phone    Fax #
Email address       
Dependent Information
First Name MI S.S.N.    
Last Name Suffix Relationship
D.O.B. Months lived with Taxpayer Child Care Expense
First Name MI S.S.N.    
Last Name Suffix Relationship
D.O.B. Months lived with Taxpayer Child Care Expense
First Name MI S.S.N.    
Last Name Suffix Relationship
D.O.B. Months lived with Taxpayer Child Care Expense
Child and Dependent Care Provider Expenses
 
Name Address ID Number Amount Paid
Education Tuition and Fees
Student First Name MI Suffix Student Last Name S.S.N. Qualified Expenses
 
 
 
For each student: 1) First/second year of post-secondary education? 2)At least 1/2 time? 3) Earning degree or other credential? 4) No drug offense? Attach details of the qualified education expenses.

Student Loan Interest paid
Enter the total interest you paid on qualified student loans
Attach Form(s)W-2 Wages, Salaries, Tips and Other Compensation
Employer Name Last Year Amount
Attach Form(s) SSA-1099-R _ Social Security Benefits Taxpayer Spouse
Social Security benefits from SSA-1099
Railroad Retirement Benefits from Form RRB-1099
Medicare B premiums withheld
Attach Form(s) 1099-R - Distribution from Pensions, Annuities, Retirement, Profit-Sharing, IRAs, etc
1099-R Prayer Name Last Year Amount
Attach Form(s) 1099-MISC - Miscellaneus Income
1099-MISC Payer Name
Attach Form(s) 1099-INT - Interest Income
1099-INT Payer Name Last Year Amount
Attach Form(s) 1099-DIV - Dividend Income
1099-DIV Payer Name Last year Amount
Attach Form(s) 1099-B, 1099-S _ Sales of Stock, Bonds, real Estate, etc
Attach all stock sales transaction information, including initial cost information
Other Government Forms to attach:
Form(s) 1099-G - Certain Government Payments, Schedule K-1s - Partnership, S-Corporate, trust or Estate Income, Form(s) W-2G - Gambling or Lottery Winnings, Form(s) 1099-Q _ Payment from Qualified Education Programs
Other Income:
Alimony, jury duty, unreported tips, disability income, etc. Business, rentals, farms: Attach income and expenses for any business, rental or farm you own. Include a list of all new equipment acquired this year, including date of purchase and cost.
Medical and Dental Expenses Prior Year Last Year Amount
Prescription medications..........
Health insurance premiums..........
Qualified long-term care premiums..........
Doctors, dentists, etc..........
Hospitals, clinics, etc..........
Eyeglasses and contact lenses..........
Miles driven for medical purposes..........
Other medical and dental expenses:
Retirement Plan Contributions Taxpayer Spouse
Traditional IRA contributions made for current year............
Roth IRA contributions made for Last Year...............
SEP, Keogh, Individual 401(k) or SIMPLE Contributions.........
Interest Expenses
Home mortgage interest paid - Attach Form(s) 1098
Lender's Name Prior Year Last Year Amount
Taxes Prior Year Last Year Amount
real estate taxes paid on principal residence..........    
Real estate taxes paid on additional homes or land..........    
Auto license registration fees based on the value of the vehicle..........    
Other personoal property taxes...............
Points paid on loan to buy, build, or improve main home
Lender's Name Last year Amount  
 
 
Cash charitable Contributions
Charitable Organizer Prior Year Last Year Amount
Noncash charitable Contributions
Attach all receipts with details listing the following information: Donee, donee address, description of donation, date acquired and date contributed, your cost, value at time of donation, and how you acquired the property.
Miscellaneous deductions Prior Year Last year Amunt
Union and professional dues..........    
Professional subscriptions, books, supplies..........    
Uniforms and protective clothing (including cleaning)...    
Job search cost..........    
Taxpayer educator expenses..........    
Spouse educator expense..........    
Tax return preparation fees..........    
Safe deposit box rental...........    
Gambling losses (to the extent of gambling income)....    
Other expenses (list):
Enter the amount, if any, of the Last year advance child tax credit (before offset  
Did your marial status change during Last Year..........
If yes, explain:
Were you or your spouse permanently and totally disabled ...............
Do you have dependents who must file?...............
Do you have children under age 14 with investment income greater than $1,800?...............
Did you provide over half the support for any other person during Last Year...............
Did you incur adoption expenses current year?...............
Did you receive a total distribution from an IRA or other qualified plan that was partially or totally rolled over into another IRA or qualified plan within 60 days of the distribution?...............
Did you receive any disability payments last year?...............
Did you receive tip income not reported to your employer?...............
Did you buy, sell, or refinance a principle residence or other real property last year?  If yes, attach closing or escrow statements...............
Did you incur any casualty or theft losses during last year?...............
Did you incur any non-business bad debts?...............
Did you pay any individual for domestic services last year?...............
Did you buy or sell any stocks or bonds last year?................
Did you proceeds from Series EE or U.S. savings bonds purchased after 1989 to pay for higher education expenses?...............
Did you incur any moving expenses? If yes, attach details...............
Did you receive any income not included in this Tax Organizer? If yes, please attach information....................
Do you expect your income and deductions this year to be the same last year? If no, attach information....................
If you paid any alimony, enter resipient's SSN:   Alimony paid:
Taxpayer Spouse
Enter your state of residence....................
Electric Filing and Direct Deposit of Refund
If your tax return is eligible for Electronic Filing, would you like to file electronically?.....................
The Internal Revenue Service is able to deposit many refunds directly into taxpayers' account. If you receive a refund, would you like direct deposit? If yes, please provide a voided check (not a deposit slip)....................
What type of account is this....................
Estimated Tax Paid
Federal State Local or Second State
Date Amount Date Amount ID Date Amount ID
Additional Information (Enter any additional information here and attach any documents.)