Tax_Organizer

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					                                  TAX ORGANIZER


TABLE OF CONTENTS                                PAGE

List of Documents                                 2
Questions                                         3
Income
   Business Income and Expenses                   6
   Miscellaneous Income and Deductions            5
   New York Employees - Days Worked Outside NY    5
   Purchases and Sales                            4
   Rental Income and Expenses                     7
Deductions
   Business Use of Home                           9
   Business Use of Vehicle                        8
   Charitable Contributions                      10
   Child Care Expenses of Working Parents        11
   College Education Expenses                    11
   Employee Unreimbursed Expenses                 5
   Job-Related Moving Expenses                   11
   Medical Expenses                              10
   Taxes                                         10




                                                        1
                LIST OF TAX DOCUMENTS TO DELIVER TO ME
                                  Deliver tax documents that apply to you.

INCOME

   Compensation
     W-2 (Wages)
     Copy of your last paystub of the tax year
     Copy of a recent paystub of the current year
     1099 MISC (Miscellaneous Income)
   Investment
     1099 INT (Interest Income)
     1099 DIV (Dividend Income)
     1099 B (Stock Sales)
   Other
     1099 G (State Tax Refund or Unemployment Compensation)
     1099 R (Retirement Distributions)
     SSA 1099 (Social Security Income)
     Schedule K-1 (Partnership, Corporation, or Trust)
     HUD-1 (Real Estate Transaction)
     1099 S (Sale of Real Estate)



DEDUCTIONS AND EXPENSES

   Property
     1098 (Mortgage Interest Paid)
     Points Paid
     Real Estate Taxes
   Education
     1098T (College Tuition)
     Student Loan Interest Paid




►►PLEASE:

   remember to include forms that you receive electronically◄◄
   do not staple forms together
   do not use highlighter on forms




                                                                             2
TAX PREPARATION QUESTIONS


GENERAL
                                                                                          YES   NO
1   Last year, did you change marital status?
      New marital status:
2   Last year, did you change address?
      New address:
3   Last year, did you add a new dependent?
      Full name:
      Date of birth:
      Social security number:

4   This year, do you expect significant changes to income or deductions?
      Details:

5  Last year, did a dependent have at least $950 of unearned income or at least $400 of
   self-employment income?
6 Last year, did you make any gifts exceeding $13,000 per person?
7 Last year, did you own a foreign bank account?
8 Last year, did you live in or earn income in more than one state?
9 If you are due a tax refund, do you want it deposited directly to your bank account?
       If yes, bank account #                             and routing #
       Checking or savings?
10 If you have a tax balance due, do you want it automatically debited from your bank
   account on April 15th?
11 Did you receive any IRS or state income tax notices in the past year?
12 Did you have an unreimbursed casualty loss that might exceed 10% of your income?


RETIREMENT PLANS
                                                                                          YES   NO
13 Did you make any of the following retirement contributions during the tax year:
      Traditional IRA
      Roth IRA
      Self-employed retirement plan
14 If not, do you want to make a prior year retirement contribution by April 15th?
15 Did you receive an early distribution from a retirement plan?
      If yes, did you roll it over within 60 days of distribution?
16 Did you convert traditional IRA funds to a Roth IRA?




                                                                                                     3
                                    PURCHASES AND SALES
ENERGY EFFICIENT PURCHASES
                                                                          DESCRIPTION            AMOUNT
Vehicle
  Hybrid Vehicle
Home Improvement
  Windows
  Heating or Cooling System
  Insulation
  Other


SALES TAX PAID ON PURCHASES
                                                                                                 SALES
                                                                                                  TAX
                                                                          DESCRIPTION             PAID
Sales Tax Paid:
  Vehicle
  Other



SECURITIES SALES
If more space is needed, download and complete the Microsoft Excel spreadsheet on our website.
                                                                              TOTAL
                                               DATE                         PURCHASE          TOTAL
    # SHARES and SECURITY NAME              PURCHASED       DATE SOLD         PRICE         SALES PRICE




OTHER SECURITIES TRANSACTIONS
                                                                          DESCRIPTION            AMOUNT
Granted stock options

Exercised stock options

Granted restricted stock

Worthless securities

Uncollectible loan




                                                                                                         4
                             EMPLOYEE UNREIMBURSED EXPENSES
                                                                              TAXPAYER          SPOUSE
                                                                               AMOUNT           AMOUNT
Dues, professional and union
Education - Enter college courses under College Education
Home office                                                                    See Business    See Business
                                                                               Use of Home     Use of Home
Job Search Costs
Publications
Transportation, local - include parking, tolls, trains, taxis
Travel, overnight - include hotel, airfare
Uniforms
Vehicle Expense                                                                See Business     See Business
                                                                              Use of Vehicle   Use of Vehicle


NEW YORK EMPLOYEES – DAYS WORKED OUTSIDE NY
►Eligible for allocation only if required by your employer.
                                                                         # OF
                                                                         DAYS
Date current job began - if started during tax year
Nonworking days
  Saturdays and Sundays
  Holidays
  Sick days
  Vacation
  Other
Total days worked outside New York - exclude days worked at home




                        MISCELLANEOUS INCOME AND DEDUCTIONS
SECTION 529 COLLEGE SAVINGS
                                                                AMOUNT       STATE
                                                                          (college savings
                                                                              location)
Amount contributed during the tax year

OTHER
                                                                AMOUNT
INCOME
  Alimony Received
  Jury Duty Pay
DEDUCTIONS
  Alimony Paid
  Investment Fees - taxable accounts
  Investment Interest Paid - taxable accounts

                                                                                                              5
                              BUSINESS INCOME AND EXPENSES
Complete a separate worksheet for each business.
May provide Excel spreadsheet or Quickbooks records instead.

Business Name


                                                         AMOUNT
INCOME
  Gross Receipts or Sales
  Interest Income
EXPENSES
  Advertising
  Bad debts from product sales
  Commissions and Fees
  Employee Retirement Benefits
  Insurance
     Business
     Health
  Interest
  Professional Fees
  Meals and Entertainment
  Office Expense
     Home Office Expense                               See Business Use
                                                           of Home
  Rent
     Vehicles, Machinery, and Equipment
     Building
  Repairs and Maintenance
  Supplies
  Taxes and Licenses - include payroll tax returns
  Travel
  Utilities
  Vehicle                                             See Business Use
                                                      of Vehicle


DEPRECIABLE ASSETS
         PURCHASE or
DATE     SALE/RETIRE DESCRIPTION                                          AMOUNT




                                                                                   6
                                RENTAL INCOME AND EXPENSES
Complete a separate page for each property.
May provide Excel spreadsheet or Quickbooks records instead.

Property Address

PERSONAL USE
Did you use the property for personal use during the year?
   If so, number of days for personal use
   Number of days rented


                                              AMOUNT
INCOME
  Rental Income
EXPENSES
  Advertising
  Cleaning and Maintenance
  Commissions and Fees
  Insurance - Property
  Interest - Mortgage
  Professional Fees
  Management Fees
  Repairs
  Supplies
  Taxes – Real Estate
  Utilities
  Vehicle                                 See Business Use of
                                               Vehicle


DEPRECIABLE ASSETS

         PURCHASE or
DATE     SALE/RETIRE DESCRIPTION                                AMOUNT




                                                                         7
                                     BUSINESS USE OF VEHICLE
GENERAL
Business Purpose - i.e., employee, self-employed, rental
Vehicle Description
Date you began using the vehicle for business purposes

MILEAGE
Indicate # of miles on an annual basis.
                               # MILES
Business miles
Commuting miles
Other personal miles

GENERAL EXPENSES
                              AMOUNT
Parking
Tolls

QUESTIONS
                                                                                          YES     NO
Did you acquire, lease or dispose of a vehicle for business during the tax year?
    If yes, provide purchase and sales contract or lease agreement.
Did you use the vehicle for business for less than 12 months?
    If yes, how many months?
Do you have another vehicle available for personal use?
Do you have evidence to support your deduction?
Is the evidence written?

ACTUAL EXPENSES
Complete only if you would like me to compare actual expenses to the IRS standard mileage rate.
                                                     AMOUNT
Cost of Vehicle - or annual lease payments
Vehicle Loan Interest
Gas, Oil, Repairs, Tires, Supplies
Insurance
Registration Fees
Taxes




                                                                                                       8
                                     BUSINESS USE OF HOME
GENERAL
Skip if no changes to existing information.
Business Activity                Square Feet Entire House    Square Feet Home Office   Business Percent


Business Use - Employee or Self-Employed

DEPRECIATION
Skip if no changes to existing information.
                                          DATE
                                      PURCHASED             TOTAL COST
House
Land
Improvements - provide detail




EXPENSES FOR TOTAL HOUSE
                                           AMOUNT
Property Insurance
Maintenance
Utilities




                                                                                                          9
                           UNREIMBURSED MEDICAL EXPENSES
►Please do not give me your receipts.
                                     DESCRIPTION                                       AMOUNT
Insurance
   Health Insurance Premiums - exclude Medicare, and Business Expense deduction
   Long-Term Care for Taxpayer
   Long-Term Care for Spouse
Travel
   Mileage - number of miles
   Lodging - limited to $50 per person per night
All Other (prescriptions, doctors, hospital, medical supplies, transportation)

                                                TAXES
ESTIMATED TAX PAYMENTS
►Include January payments of current year
    FEDERAL             FEDERAL                     STATE                   STATE
    AMOUNT                 DATE                    AMOUNT                   DATE




PROPERTY TAX
                                                                   AMOUNT
Main residence
Vacation home
Rebate received


                               CHARITABLE CONTRIBUTIONS
                                  ►Save all receipts (do not give to me).

CASH CHARITABLE CONTRIBUTIONS (Includes cash, check, credit card, etc.)
                                                      AMOUNT
Total Cash Contributions
Total Miles Driven for Charitable Purposes

NONCASH CHARITABLE CONTRIBUTIONS
                                                         DATE                              CURRENT
    CHARITY NAME     CHARITY ADDRESS                     CONTRIB     DESCRIPTION    COST   VALUE
1

2

3

4

5


                                                                                                 10
                     CHILD CARE EXPENSES OF WORKING PARENTS
►Children under age 13.
►Include day camp and after school activities.

    CHILD’S NAME             AMOUNT PAID




 PROVIDER                     PROVIDER                       PROVIDER           PROVIDER        AMOUNT
   NAME                        ADDRESS                         PHONE             TAX ID #        PAID
                                                              NUMBER




                               COLLEGE EDUCATION EXPENSES
Student’s Name
College Year (Freshman, Sophomore, etc.)
Tuition paid - include loans, exclude scholarships
Books, Fees, Room and Board paid
Annual Mileage to School - if education is for current job     See Business Use of    See Business Use of
                                                               Vehicle                Vehicle
Employer Reimbursement




                               JOB-RELATED MOVING EXPENSES
►Eligible if new job is at least 50 miles further from old home than old workplace was.

                                                                                            AMOUNT
Transportation of Household Goods
Travel – Old home to new home - include lodging, exclude meals
Miles Driven - One trip
Storage and Insurance for Household Goods - 30 days
Employer Reimbursement




                                                                                                            11

				
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