Filing Status: Single Married filing joint Head of Household Widowed Married/separate Months. Classroom expenses by teacher.

Size: px

Start display at page:

Download "Filing Status: Single Married filing joint Head of Household Widowed Married/separate Months. Classroom expenses by teacher."

Aileen Blankenship
6 years ago
Views:

2 Income Tax Organizer Basic Information First, Initial, Last Name Taxpayer Spouse City, State, Zip: Name: Year: Social Security No. Date of Birth Occupation Deceased Home Phone: Day Phone: Cel Phone: Filing Status: Single Married filing joint Head of Household Widowed Married/separate Months First, Initial, Last Name Social Security No. Date of Birth Relationship in Home Dependents Miscellaneous income State tax refund Unemployment Social Security: Taxpayer Spouse Gambling winnings Alimony received Prizes/awards Hobby income Taxable scholarships (Pell grant) Jury duty fees Other: Miscellaneous deductions Traditional IRA contribution SEP/SIMPLE/Keogh contribution Student loan interest paid Classroom expenses by teacher Adoption expenses Early withdrawal of savings Moving expenses Self-employed health insurance Alimony paid Other: Spouse Estimated tax payments made K-1's (Partnerships/S-Corps/Trusts) 1st Quarter Federal State Name Income 2nd Quarter 3rd Quarter 4th Quarter Applied/Last Yr

3 Income Wages/Salaries Federal Arizona Other State Employer Wages Box 12 Pensions/Retirement Fund Distributions Payer Total Taxable Federal Distribution State Distrib Code Check if IRA Interest Income Paid By Dividends Income Paid By Cap Gains Dist Sales of Stocks, Securities & Other Capital Assets Quantity & Description Date Bought Date Sold Cost Sale Price Gain/Loss

4 Itemized Deductions Home mortgage interest on Form 1098 Home mortgage interest NOT on Form 1098 Points paid ( purchase refinance) Real estate property taxes home Real estate property taxes investment Car registration fees State tax paid with last year's return Other taxes paid Interest paid on investments Investment expenses Safe deposit box rental Tax preparation fees Medical expenses Medical doctors/office visits Dentists/dentures Chiropractors Hospitals Lab/clinic fees Prescription medications Eyeglasses/contact lenses Medical equipment/braces Ambulance service Medical insurance premiums Dental insurance premiums Long-term care premiums Gambling losses (only if you also won) Contributions to Charity Money (check or cash) Non-money (goods) donations Work-Related Expenses Professional/union dues Professional journals Work-related education Licenses/renewals Professional insurance Tools & equipment Uniforms/safety equipment Pay phone/long distance/cel Unreimbursed travel/airfare Unreimbursed lodgings Taxis/rental cars Unreimbursed meals Job-seeking expenses Put business mileage on next page

5 Education Expenses Student Type of education * Tuition Books Room & Board * K-12, trade school, undergraduate college, postgraduate college, job-related education, leisure course Child Care Expenses Paid To Address Soc. Sec. or Tax ID No. Child's Name Business Use of Vehicle Vehicle 1 Year, make & model Date first used for business Cost (including sales tax) End of year odometer reading Beginning of year odo reading Total miles driven during year Business miles Daily miles to & from work Total annual commuting miles Gasoline Maintenance/oil changes Tires Registration/license fee Auto Insurance Is another vehicle available for personal use? Vehicle 2 Business Use of Home Is use for: G Office in home REQUIRED by employer G Day care facility G Home-based business Square feet used EXCLUSIVELY REGULARLY for business Total square feet in home Expenses (record totals; don't prorate) Mortgage interest 2nd mortgage interest Property taxes Homeowner's insurance Homeowner association Electricity Gas Water & sewer Trash pickup Fire protection Security/alarm service Do you have evidence to support your mileage use? Is your evidence written? (Log, calendar, etc.) Pest control service

6 Business Income & Expenses Business Name Gross sales/receipts Business Address Inventory Operating Expenses: Beginning of year Advertising/promotion End of year Commissions Cost of merchandise bought Insurance - liability Materials & supplies Interest paid Production labor Legal/prof. services Equipment bought Office supplies Other supplies Description Cost Date Office rent Equipment rent Vehicle rent/lease & maintenance Taxes & licenses Travel/airfare/lodgings Meals & entertainment Utilities Wages to employees Bank charges Vehicle Use Vehicle 1 Vehicle 2 Telephone/cellular Internet access Year, make & model Printing/copying Date first used for business Postage/mailing Cost (including sales tax) Delivery/shipping End of year odometer reading Contracted services Beginning of year odo reading Membership fees & dues Total miles driven during year Publications & subscriptions Business miles Commuting to/from work Gasoline Maintenance/oil changes Tires Registration/license fee Auto Insurance Is another vehicle available for personal use? Do you have evidence to support your mileage use? Is your evidence written? (Log, calendar, etc.)

7 Rental Properties Prop. A Prop. B Total rents received Laundry/vending income Advertising Cleaning & maintenance Yard maint./trimming Pool maintenance Commissions Insurance Legal/professional fees Management fees Mortgage interest Other interest paid Supplies Property taxes Other taxes/licenses Utilities Homeowner assn fees Travel Long-distance phone Credit checks Business miles New equipment & improvements Description Cost Date Prop. C Property Property A: Description: Purchase Price: Date Acquired: Property B: Description: Purchase Price: Date Acquired: Property C: Description: Purchase Price: Date Acquired: Vehicle Use Year, make & model Date first used for business Cost (including sales tax) End of year odometer reading Beginning of year odo reading Total miles driven during year Gasoline Maintenance/oil changes Tires Registration/license fee Auto Insurance Is another vehicle available for personal use? Do you have evidence to support your mileage use? Is your evidence written? (Log, calendar, etc.)

Tax Preparation Checklist - Form 1040

Tax Preparation Checklist - Form 1040 Note: This organizer will help us to better serve you as a client by providing the information we will need in order to prepare your return. I. Personal Information