Tax Organizer Part Two
INTEREST: Attach 1099 Forms
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:________________________________
_________________________________________
__________________________________________
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_________________
Back
Next Page