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 issues, it is not intended to cover all aspects of the tax code. Please enter your 2016 information and return this organizer along with all Form W-2 s, 1099 s, and any other documentation you feel will assist with the preparation of your 2016 income tax return. If you are a first-time client, please also provide a copy of your previous year s tax return. For existing clients, please be sure to notate any new events or transactions for 2016 in the comments section. If you have any questions, please feel free to contact me.
PERSONAL INFORMATION Taxpayer's name Spouse's name Home Address SSN SSN Apt Number City State Zip Home # Work # Cell # E-Mail Address(es): Date of Birth Occupation Blind? Disabled? Taxpayer Y/N Y/N Spouse Y/N Y/N FILING STATUS Indicate your filing status to be used on your 2016 income tax return: Single Check if parent (or someone else) can claim you as a dependent Married Filing Joint Married Filing Separate Check if you lived apart from your spouse for all of 2016 Head of Household (May be used if unmarried and you paid over half the cost of keeping up a home for your dependent or qualifying child) Qualifying Widow(er) with Dependent Child (May be used if your spouse died in 2014 or 2015 and you had a child living with you whom you can claim as a dependent) Date of Death: OTHER INFORMATION Do you wish to electronically file your return? Yes No Have you been a victim of identity theft and contacted by the IRS? Yes No furnish the 6-digit pin issued to you by the IRS Do you wish to contribute $3 to the Presidential Election campaign? (will not affect refund or balance due) Taxpayer Yes No Spouse Yes No Do you want to allow the paid preparer to discuss your return with the IRS? Yes No For Direct Deposit Name of Financial Institution Routing Number Account Number Account Type (check one): Checking _ Savings _
DEPENDENTS The term dependent means a qualifying child or qualifying relative. _ Check here if you are unsure if your child or relative listed below meets the required tests to qualify as a dependent. First Name Last Name SSN Relationship Date of birth months lived with you in 2016 Child care expenses paid in 2016 Check If yes CHECKLIST In 2016, did you Forms Form receive wages and salaries? W-2 receive any dividend income? receive any interest income? 1099-DIV 1099-INT or OID receive any IRA or retirement distributions? 1099-R sell stock, mutual funds, bonds or exercise stock options? (will need original cost and purchase dates) receive unemployment benefits or social security benefits? 1099-B 1099-G, 1099- SSA have partnership, S corporation, trust or estate income? Schedule K-1 have rental and/or royalty income and expenses? have business income & expenses? (Check applicable sources: self-employment operation of farm) receive any miscellaneous income reported on 1099-MISC? pay student loan interest or higher education expenses? contribute to an IRA, SEP, or Keogh Plan? contribute to and/or receive distributions from a health savings account (HSA) or medical savings account (MSA)? (These are different than a flexible spending account). use a home office exclusively and 100% for business? 1099-MISC 1098-E, 1098-T 1099-SA, 5498-SA
Check If yes In 2016, did you you and your dependents have healthcare coverage for the full-year? Check below where you received insurance from: EMPLOYER _ GOVT MARKETPLACE INDIVIDUAL POLICY Forms Form If no, will need further detail you receive any of the following IRS documents regarding your healthcare coverage: Form 1095-A, Form 1095-B, Form 1095-C or receive an exemption certificate? provide form(s) retain all receipts for sales tax paid on purchases? purchase a new motor vehicle such as a car/truck/van/suv, motorcycle, boat, RV/motor home, etc.? pay high out-of-pocket medical & dental expenses (more than 10% of your adjusted gross income)? pay real estate property taxes on your home? If yes, provide total taxes paid; otherwise IRS tables will be used Copy of receipt showing sales tax paid 1098 or tax statement pay home mortgage interest? 1098 sell your home? refinance your home? own a qualifying second home (e.g. vacation home)? make cash or non-cash contributions to charity? have high unreimbursed job expenses? earn any foreign income or have any foreign taxes paid? have day care/after-school care expenses for children/dependents? pay expenses related to the adoption of an eligible child? pay a household employee cash wages of $2,000 or more? have any children 18 or under (or student under age 24) with unearned income of more than $2,100? make any energy efficiency improvements such as exterior windows/doors, insulation, water heaters, etc.? repay or are repaying the First-Time Homebuyer Credit? receive any notices/correspondence from the IRS or a state agency? make any federal estimated tax payments for 2016 taxes? Need provider name, address, EIN, and amount paid for each child
Please note additional comments or questions in the space below. Also note here any new events that occurred for 2016. ***If you are a new client and were referred to me, please notate below the name of the person who referred you.***