Debra C. Myers, CPA
P.O. Box 874, Lynn Haven, FL 32444
850-248-9766 Fax 850-265-5313 (call first)
Tax Organizer For 2008 Income Tax Return
This Tax Organizer can be used to help identify the information needed to prepare your 2008 income tax return. Enter your 2008 information and if you need additional space, enclose a separate sheet with the details. Please return this organizer along with all Form W-2’s, 1099’s, and any other information you feel will assist with the preparation of your 2008 income tax return. If you have any questions, please feel free to contact me at (850)248-9766. PERSONAL INFORMATION
Taxpayer’s name _____________________________________________Social Security Number _________________________ Spouse’s name ______________________________________________ Social Security Number Home Address _____________________________________ Apartment Number City or town _______________________ State ___________ Zip Code _____________ County _____________ Telephone #1 _________________________ Telephone #2 E-mail Address __________________________________ Date of Birth Occupation Blind Disabled Taxpayer ____________ __________ ______ ________ Spouse ____________ __________ ______ ________
_______________ ___________________________________________ _________________ ______________________________________________
OTHER INFORMATION
Do you wish to contribute $3 to the Presidential Election campaign? (Will not affect your refund or balance due) Taxpayer: Yes No Spouse: Yes No (circle one) Do you want to allow the paid preparer to discuss your return with the IRS? Yes No (circle one) Do you want to e-file your return? (no extra charge) Direct Deposit Information (attach voided check) How do you want the refund deposited? Checking Account Savings Account (You can route your refund up to three of your savings or checking accounts)
DEPENDENTS
First Name Last Name SSN Relationship Date of Birth # of months lived with you
____________________ ____________________ ____________________ ____________________
___________ ___________ ___________ ___________
________ ________ ________ ________
____________ ____________ ____________ ____________
________ ________ ________ ________
MISCELLANEOUS QUESTIONS Complete the following questions. If your answer to any question below is Yes, enclose supporting documentation.
Yes No 1. Did you receive any notices or correspondence from the IRS or state agency during 2008? 2. Did you earn any foreign income or have any foreign taxes paid during 2008? 3. Did you refinance a mortgage during 2008? 4. Did you pay a household employee cash wages of $1 400 or more during 2008? 5. Did you sell your home during 2008?
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6. Did you use any special fuels for farming purposes or other non-highway uses? 7. Did you receive any unreported tip income during 2008? 8. If any of your children are required to file a return, do you elect to report your child’s interest and dividends on your return? 9. Do you have any children under the age of 14 at the end of 2008 who had unearned income greater than $1 600? 10. Did you pay any expenses related to the adoption of an eligible child? 11. Are there any changes in your dependents from last year? 12. Did you purchase any special fuels for non-highway use?
ADDITIONAL COMMENTS OR QUESTIONS ________________________________________________________________ __________________________________________________________________________________________________________
__________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _________________________________
WAGES AND SALARIES (Please enclose all copies of form W-2) DIVIDEND INCOME (Please enclose all copies of 2008 Form 1099-DIV and year end statement) INTEREST INCOME FORM 1099-INT (Please enclose all copies of 2008 Form 1099-INT)
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INTEREST INCOME FORM 1099-OlD (Please enclose all copies of 2008 Form 1099-DID)
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Total IRA basis for 2008 and prior years ___________________ Value of all traditional IRA’s as of December 31, 2008 __________________ PAYMENTS FROM QUALIFIED EDUCATION PROGRAMS (Please enclose all copies of 2008 Form 1099-Q) PARTNERSHIPS, S CORPORATIONS, ESTATES AND TRUSTS (Please enclose all copies of 2008 Schedule K-1) IRA, PENSION, AND ANNUITIES (Please enclose all copies of 2008 Form 1099-R) ANNUITIES AND PENSIONS BY THE RAILROAD RETIREMENT BOARD (Please enclose all copies of 2008 Form RRB-1099-R) ITEMIZED DEDUCTIONS Medical and Dental (less reimbursements) Medical/dental care insurance premiums (other than self-employed) Medicare B premiums from SSA-1099 and RRB-1099-R Qualified long-term care premiums Doctor, dentist, and hospital fees Prescription medicines and drugs Medical aids such as eyeglasses, contact lenses, and hearing aids Medical Miles Other medical and dental expenses Taxes State and local income taxes paid (other than withholdings and estimates) State and local general sales taxes (large purchases such as vehicles) Real estate taxes Personal property taxes Other Taxes _________________________________ ________________ ________________ ________________ ________________ ________________ ________________ ________________ ________________ ________________ ________________ ________________ ________________ ________________
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Home Mortgage
Home mortgage interest paid to financial institution (enclose Form 1098) Home mortgage interest paid to individual Individual’s name _________________________________________ Individual’s address ________________________________________ Individual’s ID number ________________________ Investment interest expense
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________________ ________________
________________
Charity
Contributions of cash or check (If additional lines are needed, attach similar statement) Name of charity Amount
___________________________ ___________________________ ___________________________ ___________________________ Charitable Miles
________ ________ ________ ________ ________
Noncash contributions (If additional lines are needed, attach similar statement) Name and address of organization Date contributed Fair Market Value
______________________________ ____________ ______________________________ ____________
Casualty and Theft Losses
_____________ _____________
Casualty and theft losses (enclose supporting documentation with description of the casualty, description of the property, date acquired, cost of property, insurance reimbursements, and the fair market value before and after the casualty)
Miscellaneous Deductions
Unreimbursed employee business expenses (such as union dues, small tools, travel, etc). Tax preparation fees Other miscellaneous expenses (such items include safe deposit box rental, expenses related to investment income, etc. enclose supporting documentation) _________________________ . _________________________ _________________________
Miscellaneous Deductions
Other miscellaneous deductions (such items include gambling losses, estate tax deduction, amortization of bond premium, etc... enclose supporting documentation)
CAPITAL GAINS AND LOSSES (Please enclose all copies of 2008 Form 1099-B or similar statements)
Description & number of shares Date acquired Date sold Cost or other basis Sales proceeds
Personal Residence Energy Efficiency Expenditures – Did you make any improvements to your principal residence during the year to increase energy efficiency such as solar, fuel cells, insulation, exterior windows, skylights, exterior doors, metal roof, heat/water pump, central air conditioning, natural gas, propane or oil water heaters? To qualify for the energy tax credit, the manufacturer must certify that the property meets the IRS requirements to claim the credit (ENERGY STAR label, IECC, etc.) Please attach receipts of purchase. OTHER INCOME State and local tax refunds (enclose Form 1099-G) Alimony received Unemployment compensation (enclosed Form 1099_G) Social security benefits (enclose Form SSA-1099) Other income such as gambling winnings, jury duty, etc (Include description and any supporting documentation) ________________ ________________ ________________ ________________ ________________
_______________
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HIGHER EDUCATION EXPENSES (Please enclose all copies of 2008 Form 1098-T) Student name ___________________________ ____________________ ____________________
Educational Institution Tuition and Fees
FEDERAL AND STATE ESTIMATED TAX PAYMENTS Date paid Amount paid Date paid Amount paid ________________ ________________ ________________ ________________ Date paid Amount paid Date paid Amount paid ________________ ________________ ________________ ________________
CHILD AND DEPENDENT CARE EXPENSES (Enter expenses paid for each dependent)
Name of Care Provider FEI or SS Number Address Name of dependent Amount paid
OTHER ADJUSTMENTS
Educator Expenses IRA contributions made for 2008 Roth IRA contributions made for 2008 Qualified student loan interest paid Health savings account deduction Moving expenses Self-employed health insurance Self-employed SEP, SIMPLE, and qualified plans Penalty for early withdrawal of savings
___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________
Alimony paid: Name_______________SSN______________Amount___________
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BUSINESS INCOME AND EXPENSES:
Taxpayer Business Name:______________________________ Business Address: ____________________________________ City, State, and Zip Code: ______________________________ Business product or service: _____________________________ Did you start or acquire this business during 2008?___________
Income and Cost of Goods Sold:
Gross receipts or sales Returns and allowances Other income (enclose description) Inventory at beginning of year Purchases less cost of items withdrawn for personal use Cost of labor Materials and supplies Other costs Inventory at end of year EXPENSES: Advertising Bank Charges Dues & Subscriptions Entertainment/Meals Insurance - health Insurance - other Interest Licenses & Taxes Office Expense Professional Fees Rent – Equipment Rent – Building Repairs Supplies Telephone Travel _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ _____________________ -5_____________________ _____________________ _____________________ _____________________
________________________________
_____________________ _____________________ _____________________ _____________________
Uniforms Utilities Wages Payroll Taxes Other Expenses: ____________________________ ____________________________ ____________________________ ____________________________ ____________________________ ____________________________ ____________________________
_____________________ _____________________ _____________________ _____________________ ______________________ ______________________ ______________________ ______________________ ______________________ ______________________ ______________________
Sales, Purchases and Disposition of Assets in 2008
Asset Description Date Acquired Purchase Price Date Sold Sales Price
Vehicle Information
Asset description _____________________________________ Date acquired _________________ Purchase price ________________ Date sold __________________ Business miles _________________ Commuting miles _______________ Other miles ____________________
Sales Price ___________________ Business Use of Home Area of home used exclusively for business (square footage) ______________ Total area of home (square footage) _____________ Mortgage Interest ______________ Insurance _______________ Utilities _________________ Property Taxes ______________
Repairs/Maintenance ______________ Other ____________ _____________ -6-
FARM INCOME AND EXPENSES Livestock and other items bought for resale Cost of livestock and other items bought for resale Sales of livestock, produce, grains, and other products you raised Cooperative distributions Agricultural program payments Commodity Credit Corporation (CCC) loans reported under election Commodity Credit Corporation (CCC) loans forfeited Crop insurance proceeds and disaster payments received in 2008 Custom hire Other income ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________
Farm Expenses: Chemicals Conservation Custom Hire Feed Purchased Fertilizers and lime Freight and trucking Gasoline, fuel and oil Insurance – health Insurance - other Mortgage Interest Other Interest Labor hired Machinery and Vehicle Rent Other Rental Repairs and Maintenance Seeds and plants purchased Storage and warehousing Supplies purchased Taxes and Licenses Utilities Veterinary and breeding Other (enclose listing) Sales, Purchases and Disposition of Assets in 2008
Asset Description Date Acquired
___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________ ___________________
Purchase Price Date Sold Sales Price
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RENTAL INCOME AND EXPENSES
Property Address ___________ ___________
_________________
___________
________________ ________________
_________
_________________ _________________
Was this Property disposed of during 2008?________
Rental Income Received
Expenses:
______________ _________________
Advertising
_______________ ______________ ______________
______________ ______________ ______________ ______________ ______________ ______________ ______________ ______________ ______________ ______________ ______________ ______________ ______________
Cleaning and maintenance_______________ ______________ ______________ Commissions Insurance Professional Fees Management Fees _______________ ______________ ______________ _______________ ______________ ______________ _______________ ______________ ______________ _______________ ______________ ______________
Mortgage interest to banks_______________ ______________ ______________ Other interest Repairs Supplies Taxes Utilities Other (enclose listing) _______________ ______________ ______________ _______________ ______________ ______________ _______________ ______________ ______________ _______________ ______________ ______________ _______________ ______________ ______________ _______________ ______________ ______________
Vehicle Information
Asset description _____________________________________ Date acquired _________________ Purchase price ________________ Date sold __________________ Business miles _________________ Commuting miles _______________ Other miles ____________________
Sales Price ___________________ Sales, Purchases and Disposition of Assets in 2008
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Installment Sales
Buyer/Property Description
Interest Received
Principal Received
New Installment Sales for 2008 – Please attach sales agreement and amortization schedule.
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