Tax Organizer Part Two



OTHER_INCOME


INTEREST: Attach 1099 Forms
       Payor           Amount   
1$
2$
3$
4$



Dividends - Attach 1099 Forms
       Payor           Total      Capital  
Gain
  Ordinary  
Dividend
1$$$
2$$$
3$$$
4$$$



State Tax Refund

Amount Received$___________________

Check if you did not itemize in prior years



Capital Gains
      Description        Date 
Acquired
  Date  
Sold
  Sales  
Price
Cost or 
Basis
1     $ $
2   $$
3   $$
4   $$



Pensions/IRA Distributions - Attach Form 1099 / W-2s
       Payor           Gross    
Distribution
  Taxable  
Amount
1$$
2$$


Check box if Federal or State Tax was withheld


Alimony Received

Payor________________________ Amount$___________
Payor's Social Security #_______________________________



Unemployment Received

Taxpayer Amount $________________
Spouse Amount $_________________


Social Security Received

Taxpayer Amount$_______________
Spouse Amount$_________________


Miscellaneous Income

Description:________________________________
_________________________________________
__________________________________________

DEDUCTIONS


Medical and Dental Expenses

Insurance Premiums (Net) ___________________
Doctors, Dentists, etc.______________________


Taxes Paid

State & Local Income Tax____________________
Real Estate Taxes - Residence_________________
Real Estate Taxes - Other Property______________
Auto License:
No. of Cars Fees Paid _______________________
Personal Property Taxes____________________
Other Taxes_____________________________



Interest Paid - Attach 1098 Forms

Home Mortgage Interest Paid (1st)____________________
Home Mortgage Interest Paid (2nd)____________________



Contributions - Attach Details

Contributions by Cash or Check____________________
Contributions by Other than Cash__________________



Miscellaneous Deductions

Unreimbursed Employee
Business Expenses____________________
Union /Professional Dues_______________
Investment Expense____________________
Tax Return Preparation Fees______________
Safe Deposit Box Rental_________________



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