Printer Friendly Version

Back

Income Tax Organizer

This organizer was designed to assist you in collecting the information necessary for the preparation of your income tax return. This following list contains a summary of many common income tax items, expenses, deductions and credits. Please contact us if one of the items in the list applies to you and if you have questions. It is not meant to be a complete list of taxable and deductible items so make sure we know if there is anything else that you may have a question about.

1. Social security #'s for any dependents that were not included on prior year return.
2. W-2's
3. 1099's- Interest, Dividends, Pension Distributions, Miscellaneous
4. K-1's
5. Business income and expenses
6. Stocks, Bonds, etc. sold-Cost, Sales Price, Purchase Date, Sales Date
7. IRA or Roth Contributions and/or Distributions
8. Rental income and expenses
9. Unemployment Compensation
10. Social Security Benefits
11. Other Income
12. Moving Expenses
13. Health Insurance Premiums Paid
14. Retirement Contributions- Sep, Simple, etc.
15. Alimony Paid or Received
16. Child Care-Payments, Provider Name, Address & Provider ID #
17. Mortgage Interest
18. Expenses Paid
    • Medical Expenses
    • Real Estate Taxes
    • Personal Property Taxes (Car License)
    • Investment Interest- Margin Account, etc.
    • Charitable Contributions
    • Employee Expense- Union, Travel, Education
    • Adoption Fees
19. Settlement Statements on Real Estate Transactions
20. Estimated Income Taxes- Federal and State
21. Tax returns for last three years if not prepared by our office
22. Student Loan Interest
23. Tuition payment made during the year

We hope this tax organizer will help make your task easier. It will certainly help us evaluate your income tax situation thoroughly and concentrate our efforts in preparing a complete income tax return.

Printer Friendly Version