Mandatory questions are required by the IRS, are designated with an "-+". The IRS requires certain information on all ta
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Tax Organizer for Individual Tax Returns
Individual Tax Organizer
1040
IMPORTANT We will be unable to complete your tax return until you complete the personal Information page and answer the mandatory questions. Mandatory questions are required by the IRS, are designated with an The IRS requires certain information on all tax returns. We ask these questions to help keep you out of trouble. Failure to provide information could result in delays, not getting all of your deductions or even additional civil or criminal penalties from the IRS.
"-+".
Do not leave questions on the Personal Information Page blank. If sections do not apply to you, they may be marked N/A and skipped. On the last page of the organizer, you may write down questions you have about tax preparation. Ultimately, responsibility for the accuracy of the information provided remains on the taxpayer. If you are requesting preparation of a Form 1120, 1120S and 1065s, please call our office to obtain the appropriate organizer. Please attach all Form W-2s, 1099s and K-ls for the year to this organizer. Please attach a copy of your most recent previous year tax return.
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TAX ORGANIZER YEAR OF RETURN TO BE PREPARED
PERSONAL INFORMATION Taxpayer Information
Spouse Information
Last name First name Suffix Middle Initial Social Security Number Occupation Work Phone Cell Phone E-Mail
Last name First name Suffix Middle Initial Social Security Number Occupation Work Phone Cell Phone E-Mail
� How many months did you have health coverage? __
Filing Status: Single
Date of Birth Date of Birth Address State City ZIP Code Home Phone Number FAX Number � Did you receive income which was not reported on a W-2, 1099 or K-1? Yes, and it is listed on page 2 as other income. Yes, and it is listed on the page for sole proprietors and self-employed. Yes, and it is listed on the page for rent and royalties. No, I did not receive other income. Dependent Information First name/Middle Initial/Last Name
Child and Dependent Care Expenses Name of Provider Address City, State, ZIP
Social Security Number
Married Filing Joint
Married Filing Sep.
Relation
(Son, daughter, etc.
Provider's ID Number
Date of Birth
Amount Paid
Head of Household
(Check box that applies)
DYes DYes DYes DYes
D N/A D N/A D N/A D N/A
Months Lived with Taxpayer
Months with Health Coverage
Can someone else claim themas a dependent?
Dependent Cared for
Qualified Higher Education Tuition and Fees Attach all Form 1098-Ts and a list of your qualified education expenses paid during this tax year Student Loan Interest Paid - Attach all Form 1098-E Name of Lender: Enter total qualified student loan interest
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8 Estimated Tax Payments Did you make estimated tax payments during the year? FEDERAL Date Amount
DYES Date
STATE
ONO
Amount
Other Questions Did your marital status change during the year? DYES Are any of your dependents subject to a joint custody agreement? DYES If so, who get the dependent exemption per the agreement? DYES Did you incur adoption expenses during the tax year? DYES Did you incur moving expenses to move closer to your employment? Did you incur any casualty theft or losses during the tax year? DYES Did you sell any business equipment which was depreciated on a prior tax return during the tax year? If so, please describe item sold, sales price and attach the last depreciation schedule
ONO ONO ONO ONO ONO
Your Questions:
Do you have any questions about taxable income, tax deductions or tax credits? Or about your tax reporting requirements?
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