Turbotax Home & Business 2018 Federal + Fed efile + State

Size: px
Start display at page:

Download "Turbotax Home & Business 2018 Federal + Fed efile + State"

Transcription

1 Tax Pros -. Phone:. - support@taxprosdeal.com Turbotax Home & Business 2018 Federal + Fed efile + State Brand: Intuit Availability: In Stock Price: $49.95 Short Description Each purchase will include a download for both Windows/PC & MAC Description Turbotax 2018 Federal + Fed efile + State - Download - No disc will be shipped Each purchase will include a download for both Windows/PC and MAC TurboTax Home & Business is recommended if you received income from a side job or are self-employed, an independent contractor, freelancer, consultant or sole proprietor, you prepare W-2 and 1099 MISC forms for employees or contractors, you file your personal and self-employed tax together (if you own an S Corp, C Corp, Partnership or multiple-owner LLC, choose TurboTax Business) Get your personal and self -employed taxes done right Up to date with the latest tax laws Extra guidance for self-employment & business deductions Includes 5 free federal e-files and one download of a TurboTax state product (state e-file sold separately)

2 Get your taxes done right with TurboTax TurboTax Home and Business is recommended if any of the following apply: You are self-employed, independent contractor, freelancer, consultant, or a sole proprietor You receive income from a side job You prepare W-2 & 1099-MISC forms for employees/contractors You file personal & self-employed taxes together TurboTax is tailored to your unique situation - it will search for the deductions & credits you deserve, so you re confident you ll get your maximum refund. TurboTax guides you every step of the way and double checks your return to handle the toughest tax situations Jumpstart your tax return with last year s TurboTax info to help ensure accuracy and save you time Up-to-date with the latest tax laws - so you can be confident your taxes will be done right Help along the way - free U.S based product support Your information is safeguarded - TurboTax uses encryption technology, so your tax data is protected while it s e-filed to IRS and state agencies

3 Federal & State 5 Federal efiles Included Once you've completed your federal tax return, Turbotax will automatically transfer your information and give you the option of completing your state taxes. One state INCLUDED with TurboTax Deluxe, Premier, and Home & Business Prepare and print unlimited returns for one state at no extra cost. Only $39.99 per additional state. E-file an additional $ $24.99 (Set by Turbotax) Just add TurboTax State from the State Taxes section of your TurboTax Download

4 federal product. Filing in multiple states? If you need to e-file taxes in more than one state, Turbotax can help. You can purchase additional states directly from inside TurboTax, and e-file in up to three states (fees apply*). What s included with TurboTax State Download?

5 * Additional fees apply for e-filing state returns ($ $24.99 ). E-file fees do not apply to New York state returns. All prices are subject to change without notice. Tax Forms Commonly Filed Tax Forms and Schedules 1040 U.S. Individual Income Tax Return Schedule 1 Additional Income and Adjustments to Income Schedule 2 Tax Schedule 3 Non-refundable Credits Schedule 4 Other Taxes Schedule 5 Other Payments and Refundable Credits Schedule 6 Foreign Address and Third Party Designee

6 Schedule A Schedule B Schedule C Schedule C-EZ Schedule D Schedule E Schedule EIC Schedule SE Other Tax Forms and Schedules Form 982 Form 1040-ES Form 1040-V Form 1040X Form 1095-A Form 1098 Form 1098-C Form 1098-E Form 1098-T Form 1099-A Form 1099-B Form 1099-C Form 1099-DIV Form 1099-G Form 1099-INT Form 1099-K Form 1099-MISC Form 1099-OID Form 1099-Q Form 1099-R Form 1099-SA Form 1116/AMT Itemized Deductions Interest and Dividend Income Covers miscellaneous income and some related expenses (1099-MISC) Net Profit From Business Capital Gains and Losses Supplemental Income and Loss, including rental property Earned Income Credit Self-Employment Tax Reduction of Tax Attributes Due to Discharge of Indebtedness Estimated Tax for Individuals Payment Vouchers Amended U.S. Individual Income Tax Return Health Insurance Marketplace Statement Mortgage Interest Statement Contributions of Motor Vehicles, Boats and Airplanes Student Loan Interest Statement Tuition Statement Acquisition or Abandonment of Secured Property Proceeds from Broker Transactions Cancellation of Debt Dividends and Distributions Certain Government Payments Interest Income Payment Card and Third Party Network Transactions Miscellaneous Income Original Issue Discount Payments From Qualified Education Programs Distributions From Pensions, Annuities, Retirement, etc. Distributions from an HSA, Archer MSA, or Medicare Advantage MSA AMT Foreign Tax Credit/Foreign Tax Credit

7 Form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer Form 2106 Employee Business Expenses Form 2120 Multiple Support Declaration Form 2210-F Underpayment of Estimated Tax by Farmers and Fishermen Form 2210/2210AI Underpayment of Tax/Annualized Income Form 2439 Notice to Shareholder of Undistributed Long- Term Capital Gains Form 2441 Child and Dependent Care Expenses Form 2555 Foreign Earned Income Form 3115 Application for Change in Accounting Method Form 3468 Investment Credit Form 3800 General Business Credit Form 3903 Moving Expenses Form 4136 Credit for Federal Tax Paid on Fuels Form 4137 Tax on Unreported Tip Income Form 4255 Recapture of Investment Credit Form 4506 Request for Copy of Tax Form Form 4562 Depreciation and Amortization Form 4684 Casualties and Theft Form 4797 Sales of Business Property Form 4835 Farm Rental Income and Expenses Form 4852 Substitute for Form W-2 or 1099-R Form 4868 Application for Automatic Extension of Time to File Form 4952/AMT AMT Investment Interest Expense Deduction/Investment Interest Expense Deduction Form 4972 Tax on Lump-Sum Distributions Form 5329 Additional Taxes on Qualified Plans (including IRAs) Form 5405 First-Time Homebuyer Credit and Repayment of the Credit Form 5695 Residential Energy Credits Form 6198 At-Risk Limitations Form 6251 Alternative Minimum Tax Form 6252 Installment Sale Income Form 6781 Gains/Losses from Section 1256 Contracts and Straddles Form 8283 Non-cash Charitable Contributions

8 Form 8332 Form 8379 Form 8396 Form 8453 Form 8582/AMT/CR Form 8586 Form 8606 Form 8615 Form 8801 Form 8814 Form 8815 Form 8822 Form 8824 Form 8829 Form 8834 Form 8839 Form 8853 Form 8857 Form 8859 Form 8862 Form 8863 Form 8880 Form 8881 Form 8885 Form 8888 Form 8889 Form 8903 Form 8910 Form 8911 Form 8917 Release of Claim to Exemption for Child of Divorced or Separated Parents Injured Spouse Allocation Mortgage Interest Credit U.S. Individual Income Tax Transmittal for an IRS E-File Return Passive Activity Loss Limitations/AMT/Credit Limitations Low-Income Housing Credit Nondeductible IRAs Tax for Certain Children who have Unearned Income Credit for Prior Year Minimum Tax Parents' Election To Report Child's Interest and Dividends Exclusion of Interest from Series EE and I U.S. Savings Bonds Change of Address Like-Kind Exchange Expenses for Business Use of Your Home Qualified Electric Vehicle Credit Qualified Adoption Expenses Archer MSAs and Long-Term Care Insurance Contracts Request for Innocent Spouse Relief Carryforward of D.C. First-Time Homebuyer Credit Information to Claim Certain Refundable Credits After Disallowance Education Credits Credit for Qualified Retirement Savings Contributions Credit for Small Employer Pension Plan Startup Costs Health Coverage Tax Credit Direct Deposit of Refund Health Savings Account Domestic Production Activities Deduction Alternative Motor Vehicle Credit Alternative Fuel Vehicle Refueling Property Credit Tuition and Fees Deduction

9 Form 8919 Form 8936 Form 8938 Form 8941 Form 8949 Form 8958 Form 8959 Form 8960 Form 8962 Form 8965 Form 9465 Form Form SS-4 Form W-2 Form W-2G Form W-4 Schedule 8812 Schedule F Schedule H Schedule J Schedule R Schedules K-1 (Form 1041) Schedules K-1 (Form 1065) Schedules K-1 (Form 1120S) Requirements Windows Download Products Below are the minimum requirements for TurboTax Federal 2018 software installed ***Form 8917 expired at the end of 2017, but may be extended by late legislation. Uncollected Social Security and Medicare Tax on Wages Qualified Plug-in Electric Drive Motor Vehicle Credit Statement of Specified Foreign Financial Assets Credit for Small Employer Health Insurance Premiums Sales and Other Dispositions of Capital Assets Allocation of Community Property Amounts Additional Medicare Tax Net Investment Income Tax Premium Tax Credit Health Coverage Exemptions Installment Agreement Request Identity Theft Affidavit Application for Employer Identification Number Wages and Tax Statement Certain Gambling Winnings Employee's Withholding Allowance Certificate Additional Child Tax Credit Profit or Loss from Farming Household Employment Taxes Income Averaging for Farmers and Fishermen Credit for Elderly or Disabled Estates and Trusts Partner's Share of Income, Credits, Deductions Shareholder's Share of Income, Credits, etc Mac Download Products Below are the minimum requirements for TurboTax Federal 2018 software installed

10 Powered by TCPDF ( on a Windows computer. Processor Monitor Pentium 4 or later/athlon or later. 1024x768 or higher recommended. Operating Systems RAM Windows 7 (Service Pack 1 or latest) Windows 8 Windows 8.1 Windows 10 Windows Vista and below not supported. 1 GB or more recommended. Hard Disk Space 650 MB for TurboTax (plus up to 4.5 GB for Microsoft.NET if not already installed). Third Party Software on a Mac computer. Multi-core Intel Processor with 64-bit required. 1024x768 screen resolution or higher. Processor Monitor Operating Systems macos Sierra or later. 2 GB or more recommended. 650 MB for TurboTax. RAM Hard Disk Space Internet Connection 56 Kbps modem (Broadband connection highly recommended). Required for product updates. Microsoft.NET (included with TurboTax Installer) Internet Connection 56 Kbps modem (Broadband connection highly recommended). Required for product updates. Administrative rights required

Turbotax Premier 2018 Federal + Fed efile + State

Turbotax Premier 2018 Federal + Fed efile + State Tax Pros -. Phone:. - Email: support@taxprosdeal.com Turbotax Premier 2018 Federal + Fed efile + State Brand: Intuit Availability: In Stock Price: $39.95 Short Description Each purchase will include a

More information

TurboTax Home & Business 2017 Fed+Efile+State PC Download

TurboTax Home & Business 2017 Fed+Efile+State PC Download Tax Pros -. Phone:. - Email: support@taxprosdeal.com TurboTax Home & Business 2017 Fed+Efile+State PC Download Brand: Intuit Availability: In Stock Price: $42.90 Short Description Download Today Description

More information

Turbotax Deluxe 2016 PC

Turbotax Deluxe 2016 PC Tax Pros -. Phone:. - Email: support@taxprosync.com Turbotax Deluxe 2016 PC Brand: Intuit Price: $23.95 Short Description State Download + Federal efile - Available Now For Windows PC Description Turbotax

More information

Turbotax Premier 2016 PC (Old Version)

Turbotax Premier 2016 PC (Old Version) Tax Pros -. Phone:. - Email: support@taxprosdeal.com Turbotax Premier 2016 PC (Old Version) Brand: Intuit Price: $36.95 Short Description State Download + Federal efile - Available Now For Windows PC Description

More information

Turbotax Deluxe 2014 PC (Old Version)

Turbotax Deluxe 2014 PC (Old Version) Tax Pros -. Phone:. - Email: support@taxprosdeal.com Turbotax Deluxe 2014 PC (Old Version) Brand: Intuit Availability: In Stock Price: $28.95 Short Description State Download + Federal efile - Available

More information

TurboTax Business 2017 Fed + Efile PC Download

TurboTax Business 2017 Fed + Efile PC Download Tax Pros -. Phone:. - Email: support@taxprosdeal.com TurboTax Business 2017 Fed + Efile PC Download Brand: Intuit Availability: In Stock Price: $63.90 Short Description Download Today Description Turbotax

More information

AARP FOUNDATION TAX-AIDE SCOPE MANUAL WHAT S IN WHAT S OUT

AARP FOUNDATION TAX-AIDE SCOPE MANUAL WHAT S IN WHAT S OUT AARP Foundation Tax-Aide helps low and moderate income taxpayers, with special attention to those 60 and older. Volunteers are trained to assist in filing Form 1040 and certain other schedules and forms.

More information

Quick Facts. Comprehensive Calculations. Prior Year Comparisons Software Updates Delivered Online Alerts Ability to Returns to Support

Quick Facts. Comprehensive Calculations. Prior Year Comparisons Software Updates Delivered Online  Alerts Ability to  Returns to Support Quick Facts Access State Data Entry from Federal Data Entry Federal Information Flows to State Returns Auto-fill Available for Amended Returns Group Sales of Depreciable Assets Many Credit Forms Available

More information

FTB Publication California Tax Forms and Related Federal Forms

FTB Publication California Tax Forms and Related Federal Forms FTB Publication 1006 2017 California Tax Forms and Related Federal Forms THIS PAGE INTENTIONALLY LEFT BLANK Visit our website: ftb.ca.gov Page 2 FTB Pub. 1006 2017 FRANCHISE TAX BOARD (FTB) FORMS CALIFORNIA

More information

The VITA TaxSlayer Map

The VITA TaxSlayer Map The purpose of this tool is to help tax preparers and reviewers locate most tax return items in TaxSlayer Pro Online. The objective is to lay out the menu structures of each section of a return so that

More information

OUT OF SCOPE - VITA 2017 TAX YEAR The following are out of scope. While this list may not be all inclusive, it is provided for your awareness only.

OUT OF SCOPE - VITA 2017 TAX YEAR The following are out of scope. While this list may not be all inclusive, it is provided for your awareness only. The following are out of scope. While this list may not be all inclusive, it is provided for your awareness only. Legislative Extenders Residential energy-efficient property credit (Form 5695, Part I)

More information

INDIVIDUAL TAX ORGANIZER & ENGAGEMENT LETTER 2017 FORM 1040

INDIVIDUAL TAX ORGANIZER & ENGAGEMENT LETTER 2017 FORM 1040 INDIVIDUAL TAX ORGANIZER & ENGAGEMENT LETTER 2017 FORM 1040 This organizer is designed to assist you in gathering the information required for preparation of your individual income tax returns. Please

More information

COMPREHENSIVE TAX COURSE

COMPREHENSIVE TAX COURSE COMPREHENSIVE TAX COURSE Course Topics by Module - LEARNING OBJECTIVES Module 1 Chapter 1: General Material Determine who should file a return. Identify what filing status the taxpayer should use. Determine

More information

Product Profile ToolBox CS CS Professional Suite. Quick Access to Key Utilities. Meet Client Needs with a Wealth of Tools. Financial Calculators

Product Profile ToolBox CS CS Professional Suite. Quick Access to Key Utilities. Meet Client Needs with a Wealth of Tools. Financial Calculators Product Profile ToolBox CS CS Professional Suite Quick Access to Key Utilities ToolBox CS puts key utilities at your fingertips tools such as calculators, calculating tax forms you can use throughout the

More information

Tax Preparation Questionnaire Tax Year 2018

Tax Preparation Questionnaire Tax Year 2018 Please complete this form to assist your tax advisor in preparing your tax return. The details you provide help your tax advisor understand your life circumstances over the past year from a tax perspective.

More information

Panex 1040 Individual - Spouse Home address (number and street). If you have a P.O. box, see instructions.

Panex 1040 Individual - Spouse Home address (number and street). If you have a P.O. box, see instructions. Form 4 Department of the Treasury ' Internal Revenue Service (99) U.S. Individual Income Tax Return For the year Jan. - Dec.,, or other tax year beginning,, ending Your first name and initial OMB No. 545-74

More information

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2018 qualified student loan interest...

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2018 qualified student loan interest... CRAWFORD MERRITT AND COMPANY PC 3100 FIVE FORKS TRICKUM RD SW STE 401 LILBURN, GA 30047 Telephone: (770)972-6393 Fax: (770)972-4463 E-mail: dcrawford@cmccpas.com Last name... First name... Taxpayer Information

More information

2014 Organizer prepared for: MASHBURN, RANSOM & LEMMINGS, P.C. 809 WEST AVE CARTERSVILLE, GA 30120

2014 Organizer prepared for: MASHBURN, RANSOM & LEMMINGS, P.C. 809 WEST AVE CARTERSVILLE, GA 30120 2014 Organizer prepared for: MASHBURN, RANSOM & LEMMINGS, P.C. 809 WEST AVE CARTERSVILLE, GA 30120 MASHBURN, RANSOM & LEMMINGS, P.C. 809 WEST AVE CARTERSVILLE, GA 30120 Telephone: (770)382-5561 Fax: (770)382-1328

More information

TOOLBOX CS PRODUCT PROFILE QUICK ACCESS TO KEY UTILITIES MEET CLIENT NEEDS WITH A WEALTH OF TOOLS FINANCIAL CALCULATORS CS PROFESSIONAL SUITE

TOOLBOX CS PRODUCT PROFILE QUICK ACCESS TO KEY UTILITIES MEET CLIENT NEEDS WITH A WEALTH OF TOOLS FINANCIAL CALCULATORS CS PROFESSIONAL SUITE PRODUCT PROFILE TOOLBOX CS CS PROFESSIONAL SUITE QUICK ACCESS TO KEY UTILITIES ToolBox CS, puts key utilities at your fingertips tools such as calculators, calculating tax forms you can use throughout

More information

Table of Contents. Overview Filing Status... 35

Table of Contents. Overview Filing Status... 35 Table of Contents Overview.... 1 Preliminary Matters....1 Preparer Tax Identification Number....1 Electronic Filing Identification Number....2 State Matters...5 Filing Requirements....5 Individuals....6

More information

2017 Client Organizer Questionnaire

2017 Client Organizer Questionnaire 2017 Client Organizer Questionnaire NOTE: We cannot complete your 2017 personal income tax returns without these questions being answered and the last page being signed. Please check the appropriate box

More information

2018 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return.

2018 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return. F R O M 2018 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return. To save you time, selected information from your 2017 tax

More information

VITA/TCE Training. Preparing a Return in Practice Lab

VITA/TCE Training. Preparing a Return in Practice Lab The National Tax Training Committee has modified this manual to more accurately reflect Tax-Aide policies and scope and to clarify instructions that relate to Practice Lab versus the desktop version of

More information

SALLY W EMANUEL If a joint return, spouse's first name M.I. Last name Suffix Spouse's social security number

SALLY W EMANUEL If a joint return, spouse's first name M.I. Last name Suffix Spouse's social security number Department of the Treasury Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2011, or

More information

Tax Year INDIVIDUAL TAX PREPARATION CHECKLIST

Tax Year INDIVIDUAL TAX PREPARATION CHECKLIST The Miller Associates 820 N River Street Loft 206 Portland, OR 97227 www.themillerassociates.com 503-891-6659 Fax 503-280-1100 INSTRUCTIONS: Tax Year INDIVIDUAL TAX PREPARATION CHECKLIST If this is your

More information

Internal Revenue Service. Enrolled Agent Exam Part ONE. Exam Year May 1, 2017 February 28, Table of Contents

Internal Revenue Service. Enrolled Agent Exam Part ONE. Exam Year May 1, 2017 February 28, Table of Contents Internal Revenue Service Enrolled Agent Exam Part ONE Exam Year May 1, 2017 February 28, 2018 Table of Contents Lesson 1. Taxpayer Identification and Data Gathering Expansion of the Tax Code Internal Taxes

More information

Personal Information

Personal Information General: 1040 Personal Information GENERAL INFORMATION Filing (Marital) status code (1 = Single, 2 = Married filing joint, 3 = Married filing separate, 4 = Head of household, 5 = Qualifying widow(er))

More information

Page 3 PERSONAL INFORMATION. Did your marital status change during the year?

Page 3 PERSONAL INFORMATION. Did your marital status change during the year? Page 3 If any of the following items pertain to you or your spouse for 2017, Please check the appropriate box and provide additional information if necessary. PERSONAL INFORMATION Did your marital status

More information

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) US Individual Income Tax Return OMB No 1545-0074 IRS Use Only Do not write or staple in this space For the year Jan 1 Dec 31,, or other

More information

GLOSSARY. November 15, 2015 (corrected)

GLOSSARY. November 15, 2015 (corrected) GLOSSARY ACA Patient Protection and Affordable Care Act ACTC Additional child tax credit AGI Adjusted gross income AMT Alternative minimum tax AOC American Opportunity credit, formerly HOPE education credit

More information

Questions (Page 1 of 5) 2

Questions (Page 1 of 5) 2 Questions (Page 1 of 5) 2 The following questions pertain to the tax year. For any question answered, include supporting detail or documents. Personal Information: Did your marital status change? ]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]

More information

status: Single n X Married filing jointly Married filing separately Head of household Qualifying widow(er)

status: Single n X Married filing jointly Married filing separately Head of household Qualifying widow(er) Department of the Treasury - Internal Revenue Service (99) 1040 OMB No. 1545-0074 U.S. Individual Income Tax Return 2018 Filing status: Single n X Married filing jointly Married filing separately Head

More information

2018 YEAR END INDIVIDUAL CLIENT QUESTIONNAIRE PRIMARY CONTACT NAME & ADDRESS PRIMARY PHONE #

2018 YEAR END INDIVIDUAL CLIENT QUESTIONNAIRE PRIMARY CONTACT NAME &  ADDRESS PRIMARY PHONE # 2018 YEAR END INDIVIDUAL CLIENT QUESTIONNAIRE Please complete the following questionnaire in its entirety and return it to us to make sure we have the most accurate information on file, in order that we

More information

Q40 Table of Contents

Q40 Table of Contents Q40 Table of Contents Tab 1: 2014 Tax Table 2014 Tax Computation Worksheet State Individual Income Tax Quick Reference Chart (2014) General Alabama Alaska Arizona Arkansas California Colorado Connecticut

More information

Individual Tax Engagement Letter 2017 Tax Returns

Individual Tax Engagement Letter 2017 Tax Returns Individual Tax Engagement Letter 2017 Tax Returns Dear Client: Thank you for engaging Bailey, Smith & Associates, LLP, ( BSA ), to provide you with income tax compliance services for 2017. We appreciate

More information

hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO Phone , Fax

hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO Phone , Fax hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO 64802 Phone - 417-782-4919, Fax - 417-623-8400 Client Tax Organizer Tax Year 2017 Personal and Dependent Information

More information

2015 Client Organizer

2015 Client Organizer Prepared By: Davis & Associates, CPA 425 Creekstone Rdg Woodstock, GA 30188-3746 Prepared For: 2015 Client Organizer From: To: Davis & Associates, CPA 425 Creekstone Rdg Woodstock, GA 30188-3746 2015 Client

More information

hardy, wrestler and associates Certified Public Accountants, PC

hardy, wrestler and associates Certified Public Accountants, PC hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO 64802 Phone - 417-782-4919, Fax - 417-623-8400 Client Tax Organizer Tax Year 2016 Personal and Dependent Information

More information

2016 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return.

2016 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return. F R O M 2016 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return. To save you time, selected information from your 2015 tax

More information

Questions (Page 1 of 5) 2

Questions (Page 1 of 5) 2 Questions (Page 1 of 5) 2 The following questions pertain to the tax year. For any question answered, include supporting detail or documents. Personal Information: Did your marital status change? ]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]

More information

Personal Information 3

Personal Information 3 Personal Information 3 Taxpayer: First Name and Initial Last Name Social Security Number Occupation Date of Birth (Mo/Da/Yr) Date of Death (Mo/Da/Yr) Driver's License or State-Issued ID Number Expiration

More information

2018 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return.

2018 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return. F R O M TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your tax return. To save you time, selected information from your 2017 tax return has

More information

Table of Contents EA Exam Part

Table of Contents EA Exam Part Table of Contents EA Exam Part 1 2017-18 Introduction... 2 Examination Content Outline... 8 Course Content... 11 Preliminary Work and Taxpayer Data... 12 Preliminary work to prepare tax returns... 12 Use

More information

Questions. Please check the appropriate box and include all necessary details and documentation.

Questions. Please check the appropriate box and include all necessary details and documentation. Questions Please check the appropriate box and include all necessary details and documentation. Yes No Personal Information Did your marital status change during the year? p p If yes, explain: Did your

More information

CHECKLIST OF ITEMS THAT MAY AFFECT YOUR 2018 TAX RETURN

CHECKLIST OF ITEMS THAT MAY AFFECT YOUR 2018 TAX RETURN CHECKLIST OF ITEMS THAT MAY AFFECT YOUR 2018 TAX RETURN 2018 Tax Year Key Individual Return Changes (2017 Tax Cuts & Jobs Act) Tax Brackets widened and generally reduced Standard deduction doubled Personal

More information

2017 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return.

2017 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return. F R O M TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your tax return. To save you time, selected information from your 2016 tax return has

More information

DUAL-STATUS RETURN U.S. Nonresident Alien Income Tax Return LEE F DUT X. MN Foreign province/county

DUAL-STATUS RETURN U.S. Nonresident Alien Income Tax Return LEE F DUT X. MN Foreign province/county DUAL-STATUS RETURN U.S. Nonresident Alien Income Tax Return OMB No. 1545-0074 For the year January 1-December 31, 2011, or other tax year Department of the Treasury Internal Revenue Service beginning,

More information

Client Organizer Topical Index

Client Organizer Topical Index Form ID: INDX Client Organizer Topical Index This client organizer topical index is designed to help you quickly locate the items listed. To use the index just locate the topic and refer to the page number

More information

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2015 qualified student loan interest...

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2015 qualified student loan interest... PENROSE & ASSOCIATES, LLC 616 East Palisade Ave Ste 102 Englewood Cliffs, NJ 07632 Telephone: (201)816-3691 Fax: (201)816-3692 E-mail: patricia@penrosecpa.com Last name... First name... Taxpayer Information

More information

2016 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return.

2016 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return. F R O M 2016 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return. To save you time, selected information from your 2015 tax

More information

Tax Organizer For 2017 Income Tax Return

Tax Organizer For 2017 Income Tax Return Tax Organizer For 2017 Income Tax Return Prepared For: and, Prepared By: Carol A Reithmiller, CPA, PLLC 11020 S Tryon St #406 Charlotte, NC 28273 This Tax Organizer can be used to help identify information

More information

INVOICE. PN 501 E 38th Erie, PA Phone: (207) Date: 12/07/2017 Invoice Number: Service Description

INVOICE. PN 501 E 38th Erie, PA Phone: (207) Date: 12/07/2017 Invoice Number: Service Description INVOICE PN 501 E 38th Erie, PA 16546 Phone: (207)590-6223 Email: pasha@gmail.com Date: 12/07/2017 Invoice Number: 1004 Client: Pavel Nayda, Service Description Amount 12/07/17 08:41 PM December 7, 2017

More information

2017 Income Tax Data-Itemizer

2017 Income Tax Data-Itemizer Documents Used to Verify Primary Taxpayer Identity: (select one) Driver's License (complete detail below) State issued identification card (complete detail below) Passport IDENTITY VERIFICATION WORKSHEET

More information

2017 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return.

2017 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return. F R O M 2017 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return. To save you time, selected information from your 2016 tax

More information

CHECKLIST OF ITEMS THAT MAY AFFECT YOUR 2017 TAX RETURN

CHECKLIST OF ITEMS THAT MAY AFFECT YOUR 2017 TAX RETURN CHECKLIST OF ITEMS THAT MAY AFFECT YOUR 2017 TAX RETURN 2017 Tax Year Key individual return provisions that EXPIRED in 2017: Exclusion of cancelled qualified principal residence mortgage debt Non-Business

More information

The IRS Will Figure Your Tax

The IRS Will Figure Your Tax Department of the Treasury Internal Revenue Service Publication 967 Cat. No. 22402M The IRS Will Figure Your Tax Introduction You can have the IRS figure your tax on Form 1040EZ, Form 1040A, or Form 1040

More information

Tax Organizer. When possible, 2016 information is included for your reference. You do not need to make any 2016 entries.

Tax Organizer. When possible, 2016 information is included for your reference. You do not need to make any 2016 entries. 2017 Tax Organizer ORG0. This Tax Organizer is designed to help you collect and report the information needed to prepare your 2017 income tax return. The attached worksheets cover income, deductions, and

More information

QUICKFINDER TAX AND FINANCIAL TOOLS THE RIGHT TOOLS FOR THE JOB

QUICKFINDER TAX AND FINANCIAL TOOLS THE RIGHT TOOLS FOR THE JOB QUICKFINDER TAX AND FINANCIAL TOOLS THE RIGHT TOOLS FOR THE JOB TAX PLANNER/CALCULATOR 2-Year Federal Individual Income Tax Planner TAX WORKSHEETS Quickfinder Tax & Financial Tools contains hundreds of

More information

Appendix B Pali Rao, istockphoto

Appendix B Pali Rao, istockphoto Appendix B Pali Rao, istockphoto Tax Forms (Tax forms can be obtained from the IRS website: www.irs.gov) Form 1040 U.S. Individual Income Tax Return B-2 Schedule C Profit or Loss from Business B-4 Schedule

More information

Bob Smith Betty Smith Home address (number and street). If you have a P.O.box, see instructions. J Important!

Bob Smith Betty Smith Home address (number and street). If you have a P.O.box, see instructions. J Important! Presidential Lakeview WA 99999 Election Campaign Note: Checking Yes will not change your tax or reduce your refund. You Spouse (See instructions.) A Do you, or your spouse if filing a joint return, want

More information

1040 US Tax Organizer

1040 US Tax Organizer 1040 US Tax Organizer Page 1 NONA S SOLOWITZ CPA Tax Return Appointment 72185 Painters Path, Suite C Date: Palm Desert, CA 92260-3916 Time: Telephone number: (760) 423-0133 Location: Fax number: (888)

More information

Tax Organizer For 2016 Income Tax Return

Tax Organizer For 2016 Income Tax Return Tax Organizer For 2016 Income Tax Return Prepared For: Sample Client, Prepared By: Delano Sherley & Associates, Inc 8240 Beckett Park Dr. Ste. A West Chester, OH 45069 This Tax Organizer can be used to

More information

Questions. Please check the appropriate box and include all necessary details and documentation.

Questions. Please check the appropriate box and include all necessary details and documentation. Questions Please check the appropriate box and include all necessary details and documentation. Yes No Personal Information Did your marital status change during the year? If yes, explain: Did you get

More information

2018 TAX ORGANIZER. Culpepper CPA. Thanks for downloading Culpepper CPA s tax organizer.

2018 TAX ORGANIZER. Culpepper CPA. Thanks for downloading Culpepper CPA s tax organizer. Culpepper CPA 2018 TAX ORGANIZER Thanks for downloading Culpepper CPA s tax organizer. Gathering this information will help us get to know more about you, alert us to any changes to your tax situation

More information

1040 US Tax Organizer

1040 US Tax Organizer 1040 US Tax Organizer Page 1 CLIENT INFORMATION First name and initial..... Last name............... Title/suffix............... Social security number... Occupation.............. Date of birth (m/d/y)......

More information

Benefits. and Expenses. Your Home

Benefits. and Expenses. Your Home Recommended IRS Publication Reading Listt for Part 1: Individuals Publication 17, Your Federal Income Tax Publication 501, Exemptions, Standard Deduction, and Filing Information Publication 971, Innocent

More information

2017 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return.

2017 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return. F R O M 2017 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return. To save you time, selected information from your 2016 tax

More information

, ending. child tax credit (1) First name Last name

, ending. child tax credit (1) First name Last name Department of the Treasury Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return 2016 OMB No. 1545-0074 For the year Jan. 1-Dec. 31, 2016, or other tax year beginning, ending Form Your first

More information

We hope this will be helpful to you in preparing your documents to bring to us. We will need the following documentation:

We hope this will be helpful to you in preparing your documents to bring to us. We will need the following documentation: Johnson Johnson & Ruff CPAs, P.A. Certified Public Accountants 101 N. St. Joseph St., Morrilton, AR 72110 (501) 354-4626 office (501) 354-1407 fax Toll Free 866-580-2721 www.jandrcpa.com January 3, 2018

More information

PERSONAL INFORMATION ORGANIZER Please complete this Organizer before your appointment.

PERSONAL INFORMATION ORGANIZER Please complete this Organizer before your appointment. 1. PERSONAL INFORMATION PERSONAL INFORMATION ORGANIZER Name SSN or ITIN Date of Birth Date of Death Occupation Blind Disabled Taxpayer Spouse Street Address Apt. City or town State Zip Code County Foreign

More information

Advanced Volunteer Summary Chart

Advanced Volunteer Summary Chart on Marital Status and Household Information Marital Status and Household Information 1. 1. Filing Status Social Security Cards (or SSA- 1099, ITIN) 2. Dependents List and Total Number of Exemptions Wages,

More information

Page 1 The TaxWise (UTS) phone number has been changed for us, It is now

Page 1 The TaxWise (UTS) phone number has been changed for us, It is now AARP Tax-Aide Counselor Reference Manual This contains all changes to be applied to the 9/23/2009 version. This will then be version 3 Cover- Cross out CA2 in the title. Add Tax Year 2009. This manual

More information

2017 TAX ORGANIZER F R O M T O

2017 TAX ORGANIZER F R O M T O F R O M TAX ORGANIZER T O I (We) have submitted this information for the sole purpose of preparing my (our) tax return(s). Each item can be substantiated by receipts, canceled checks or other documents.

More information

1040 US Client Information 1

1040 US Client Information 1 Page 1 1040 US Client Information 1 STANLEY J. FIALA P.C. 1921 S ALMA SCHOOL RD STE 103 MESA, AZ 85210-3037 Telephone number: Fax number: E-mail address: 480-831-5140 480-897-9332 info@fialacpa.com Tax

More information

Shareholder s Share of Income, Deductions, Credits, etc.

Shareholder s Share of Income, Deductions, Credits, etc. Schedule K-1 (Form 1120S) Department of the Treasury Internal Revenue Service 2010 For calendar year 2010, or tax year beginning, 2010 ending, 20 Shareholder s Share of Income, Deductions, Credits, etc.

More information

2018 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return.

2018 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return. F R O M CARAS & SHULMAN, PC 78 BLANCHARD ROAD, STE 100 BURLINGTON MA 01803 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your tax return. To

More information

Individual Items to Note (1040)

Individual Items to Note (1040) Individual Items to Note (1040) Items to Note This list provides details about how ProSeries converts the following 1040 calculated carryovers. The 2015 converted client file is not intended to duplicate

More information

CHARLES L. LEWIS & ASSOCIATES, CPA, P.C. P. O. BOX 1287, 4323 MUNDY MILL RD, #100, OAKWOOD, GA (770)

CHARLES L. LEWIS & ASSOCIATES, CPA, P.C. P. O. BOX 1287, 4323 MUNDY MILL RD, #100, OAKWOOD, GA (770) CHARLES L. LEWIS & ASSOCIATES, CPA, P.C. P. O. BOX 1287, 4323 MUNDY MILL RD, #100, OAKWOOD, GA 30566-2500 (770) 287-8059 January 4, 2019 Dear Prospective Client, As 2018 ends and the new year begins, it's

More information

2018 Individual Worksheet Questionnaire:

2018 Individual Worksheet Questionnaire: 2018 2018 2018 Individual Worksheet Questionnaire: Client Name: Email address: Mobile Telephone#: ATTENTION: Business Owners: (which includes Sole Proprietors; Rental Property Owners; Farms; Corporations

More information

2016 Individual Worksheet Questionnaire:

2016 Individual Worksheet Questionnaire: 2016 2016 2016 Individual Worksheet Questionnaire: Client Name: Email address: Moble Telephone#: ATTENTION: Business Owners: (which includes Sole Proprietors; Rental Property Owners; Farms; Corporations

More information

JOHNSON, MILLER & CO., CPA s Certified Public Accountants A Professional Corporation An Independent Member of BDO Alliance USA

JOHNSON, MILLER & CO., CPA s Certified Public Accountants A Professional Corporation An Independent Member of BDO Alliance USA JOHNSON, MILLER & CO., CPA s Certified Public Accountants A Professional Corporation An Independent Member of BDO Alliance USA This Tax Organizer is designed to help you gather the tax information needed

More information

Carol's Tax Return-2016 Tax Year. Part 2. Compute income tax

Carol's Tax Return-2016 Tax Year. Part 2. Compute income tax Turner School of Accountancy Chapter 1 and Chapter 2 Materials Page 1 Part 1. Complete Columns F,G,H. Part 2. Compute amount of tax due or refund Complete Form 1040, page 1 & 2, and Form 1040 Schedules

More information

Form1040-ES/V (OCR) Department of the Treasury Internal Revenue Service

Form1040-ES/V (OCR) Department of the Treasury Internal Revenue Service Form1040-ES/V (OCR) Department Treasury Internal Revenue Service Purpose of This Package Use this package to figure and pay your estimated tax. If you are not required to make estimated tax payments for

More information

Client Organizer Topical Index

Client Organizer Topical Index Form ID: INDX Client Organizer Topical Index This client organizer topical index is designed to help you quickly locate the items listed. To use the index just locate the topic and refer to the page number

More information

2017 Individual Worksheet Questionnaire:

2017 Individual Worksheet Questionnaire: 2017 2017 2017 Individual Worksheet Questionnaire: Client Name: Email address: Mobile Telephone#: ATTENTION: Business Owners: (which includes Sole Proprietors; Rental Property Owners; Farms; Corporations

More information

Why Keep Records? Kinds of Records To Keep

Why Keep Records? Kinds of Records To Keep Why Keep Records? There are many reasons to keep records. In addition to tax purposes, you may need to keep records for insurance purposes or for getting a loan. Good records will help you: Identify sources

More information

Tax Organizer For 2016 Income Tax Return

Tax Organizer For 2016 Income Tax Return Tax Organizer For 2016 Income Tax Return This Tax Organizer can be used to help identify the information needed to prepare your 2016 income tax return. While this organizer addresses the more common tax

More information

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 204 OMB No. 545-0074 IRS Use Only Do not write or staple in this space. 0/0 0/0 4 For the year Jan. Dec.

More information

Questions. Please check the appropriate box and include all necessary details and documentation.

Questions. Please check the appropriate box and include all necessary details and documentation. Questions Please check the appropriate box and include all necessary details and documentation. Yes No Personal Information Did your marital status change during the year? p p If yes, explain: Did your

More information

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2013 qualified student loan interest...

City... State... ZIP Code... Home phone... Fax number... Name Address ID Number Amount Paid. Enter total 2013 qualified student loan interest... Geety, Blair & Araya, P.A. 8141 - J Telegraph Road Severn, MD 21144 Telephone: (410)551-7601 Fax: (410)551-7752 E-mail: taxes@gbaaccounting.com Taxpayer Information Last name.... First name... 2013 TAX

More information

Please check the appropriate box and provide additional information if necessary. Did your marital status change during the year?

Please check the appropriate box and provide additional information if necessary. Did your marital status change during the year? Page 1 Miscellaneous Questions Please check the appropriate box and provide additional information if necessary. PERSONAL INFORMATION Yes No Do you want a PDF copy of your return emailed to you instead

More information

Income. Adjusted Gross Income. Hader If a joint return, spouse s first name and initial Last name Spouse s social security number

Income. Adjusted Gross Income. Hader If a joint return, spouse s first name and initial Last name Spouse s social security number Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,, or

More information

Table of Contents. Preliminary Work and General Filing Requirements... 1

Table of Contents. Preliminary Work and General Filing Requirements... 1 Table of Contents Preliminary Work and General Filing Requirements.... 1 General Requirement to File...3 Signatures....4 Marital Status...6 Married....6 Unmarried....7 Filing Status...7 Single....7 Married

More information

Tax Organizer For 2014 Income Tax Return

Tax Organizer For 2014 Income Tax Return Prepared By: Tax Organizer For 2014 Income Tax Return Prepared For: This Tax Organizer can be used to help identify information needed to prepare your 2014 income tax return. Enter your 2014 tax information

More information

Form 1040-V. Department of the Treasury. Internal Revenue Service $ 3, Dave Dave Sarah Sarah Terrace Glenview, IL 60001

Form 1040-V. Department of the Treasury. Internal Revenue Service $ 3, Dave Dave Sarah Sarah Terrace Glenview, IL 60001 2006 Form 040-V Department of the Treasury Internal Revenue Service For Privacy Act and Paperwork Reduction Act tice, see separate instructions. DETACH HERE Form 040 (2006) Department of the Treasury Internal

More information

97 Shareholder's Instructions for Schedule K-1 (Form 1120S)

97 Shareholder's Instructions for Schedule K-1 (Form 1120S) 97 Department Shareholder's Instructions for Schedule K-1 (Form 1120S) Shareholder's Share of Income, Credits, Deductions, etc. (For Shareholder's Use Only) Section references are to the Internal Revenue

More information

Internal Revenue Service United States Department of the Treasury

Internal Revenue Service United States Department of the Treasury Internal Revenue Service United States Department of the Treasury Tax Return Transcript Request Date: 12-18-2010 Response Date: 12-18-2010 Tracking Number: 100081234567 SSN Provided: 101-00-0001 Tax Period

More information

IRS RETURN PREPARER TEST SPECIFICATIONS

IRS RETURN PREPARER TEST SPECIFICATIONS IRS RETURN PREPARER TEST SPECIFICATIONS GLEIM Comment: Please do not spend time reading, studying, etc. these specifications. We have analyzed them line by line to assure a complete and all-inclusive study

More information

This is a list of items you should gather for the Income Tax Preparation

This is a list of items you should gather for the Income Tax Preparation This is a list of items you should gather for the Income Tax Preparation 1. Social Security Card(s) - Your Social Security number, which is your taxpayer identification number, is printed on your Social

More information

Nelson CPAs, LLC Tax Organizer. Table of Contents. Personal Information Dependent Information Tax Refunds and Payments...

Nelson CPAs, LLC Tax Organizer. Table of Contents. Personal Information Dependent Information Tax Refunds and Payments... Nelson CPAs, LLC 2017 Tax Organizer Table of Contents Personal rmation... 1 Dependent rmation... 2 Tax Refunds and Payments... 3 Purchases, Sales and Debt rmation... 4 Income rmation... 5 Retirement rmation...

More information