ORGANIZER FOR TAX YEAR _______________ Fritz Vogt Frito@taxhelp.net Tel: (512) 231-0252 Fax: (512 231-9163
PLEASE Read this document and fill it out as completely as you can.
Husband (or Taxpayer) Last name First name Middle initial Suffix (Jr. Sr.) Social Security Occupation Date of Birth Date of Death Contact Name Information for Return: Street City State Zip Home phone Email - his Work - his Fax - his Cell - his Email - hers Work - hers Cell - hers YES / NO YES / NO (Not on Return) (Not on Return) (Not on Return) (Not on Return) (Not on Return) (Not on Return) (Not on Return)
Wife (or Spouse)
DO YOU WANT FREE EFILE? DO YOU WANT DIRECT DEPOSIT OF A REFUND?
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Dependent Information: First name and MI Last name and (Jr. Sr.) Social Security Number Relationship Date of Birth Months living with you Education expenses Dependent care expense First name and MI Last name and (Jr. Sr.) Social Security Number Relationship Date of Birth Months living with you Education expenses Dependent care expense First name and MI Last name and (Jr. Sr.) Social Security Number Relationship Date of Birth Months living with you Education expenses Dependent care expense
Freshman or Sophomore? In school at least ½ time? Freshman or Sophomore? In school at least ½ time? Freshman or Sophomore? In school at least ½ time?
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Documents to Bring
Forms Form 1040 W-2 1099-B 1099-C 1099-Int 1099-Div 1099-R 1099- S 1099-SSA W-2 G 1099G K-1 No form No form No form No form 1099-Misc 1099-Misc 1099-Misc 1099-Misc 1099-Q 1099-SA Yes / No Amortization 1098 1098-E 1098-T Yes / No Yes / No Tax receipts 5498-SA HUD-1 Tax Pmts Retirement Other How Many Description For New Clients – 1040, 1120, 1120S, 1041 and 706 Wages Broker’s Statement Cancellation of Debt Interest Income Dividend Income Retirement Distribution Sale of home or rental property Social Security Gambling Income Unemployment Income Partnership, S Corporation, Trust, Estate Alimony Paid is a deduction for you – not child support Alimony Received – not child support Income from rental of personal property Jury Duty Income Contract Labor Royalty Income Rent Income Prizes and Awards Distribution from Education Account (ESA or QTP) Health Savings Account Distribution Rollover of retirement distribution Interest expense paid or received without 1099s Mortgage Interest Student loan interest expense College Tuition Freshman or Sophomore? In school at least ½ time? Home, Lots, Vacation Homes, Rental Property. Health Savings Account Contributions Real Estate Bought or Sold Provide copies of checks for Extension and ES payments Contributions to IRA, Roth, Simple, 401K, SEP Even if you receive no form you must report the cash received
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Itemized Deductions:
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Medical Expense Out of pocket payments (Elective plastic surgery is not deductible) Health Insurance Premiums paid by you (not) your employer Property Taxes Paid during the year: Tax on Home Tax on vacation home Tax on Lots Sales Tax on Auto, RV or Boat and construction of your home. How much sales tax did you pay on items purchased for personal use? State Income Tax Interest Expense Primary Home Mortgage Interest Secondary Home Mortgage Interest Vacation Home Mortgage Interest Points on refinancing Investment Interest (on broker’s statement 1099-B) Charitable Contributions by check (If $250 or more receipt required) Only charities in the US, Mexico and Canada qualify Church and Missions American Red Cross Cancer Society Radio, symphony and museum College did you get preferred seating for sports events ( Yes / No) Booster Club Sierra Club United Way Political contributions are not deductible Non-Cash - receipt required – if more than $500 then date, address, description of items is needed) Goodwill, Salvation Army, St. Paul Vincent, Church Contributions stock or property to a charity? Miscellaneous Itemized Deductions Expenses not paid by your employer. Please list. Tax Preparation fees Investor expenses: Safe deposit box IRA fee Investment counselor fee Other: Please list Contribution to a Health Savings Account Distribution from a Health Savings Accountant Health Insurance Deductible 4
IMPORTANT ! Don’t omit this page or might miss some deductions
Yes / No New Clients: When was the last time you filed an income tax return Yes / No Provide tax returns for last 3 years Yes / No Net Operating Loss from prior years Yes / No Capital Loss from priory years? Yes / No Losses limited for Rental, S Corporations, Partnerships for prior years Yes / No Returns that need amending for errors Yes / No Depreciable property in prior years New and Existing Clients: Yes / No Income or cash received not on a 1099 Yes / No Jury Duty Income Yes / No Rental property Income and Expenses Yes / No Foreign income – US citizens tax on all income worldwide Yes / No Interest and dividend income not on a 1099 – Provide statement Yes / No Vacation home or time share income Yes / No Multilevel Marketing Business Yes / No Hobby income and expenses Yes / No Was last year the first year you were self-employed Yes / No Did you take any rental property out of service Yes / No Did you work in a foreign country Yes / No Other deductible expenses you might not of thought about: Yes / No Family member working in your business Yes / No Medical expenses for family member working in your business Yes / No Did you move at least 50 miles for new employment Yes / No Lasic Eye Surgery or large dental expenses Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Yes/No Yes / No Other items: Did you purchase sell, refinance, take out a home equity loan (send papers) Newly married or divorced – please circle and give date Do you have a will and when was it last updated (big consequences) Did you make a gift of over $12,000 to an individual or trust? Household help? Child or dependent care? Provide Name, Social or EIN, Address and amount paid for each dependent Did you or your spouse receive disability income? Know of a good bookkeeper or need a bookkeeper Please provide a list of all businesses, partnerships, S Corporations & Trusts Did you inherit property – not taxable to you but gives basis information for property sold. Gifted property has same basis as it did to person giving it. Did you make any energy efficiency improvements to your home such as insulation, windows, exterior doors, metal roof, furnace, etc. Can you be claimed as a dependent on someone else’s return?
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Business Name: Address: Employer ID: Please circle - owned by TAXPAYER
OR SPOUSE
Automobile Expenses
Beginning Odometer for the year Ending Odometer for the year Business Mileage Total Mileage Do you have a written record of your business mileage? Would you like assistance in reconstructing your mileage? Make and Model of Vehicle Year Placed in service Auto Expense – Gas, Maintenance, Insurance, License tags Auto Rental
Yes / No Yes / No
$ $
Home Office Details
Feet Feet $ $ $ $ $ $ $ Area used exclusively for business Total area of the home Casualty Insurance Repairs Maintenance Utilities (not phone) Rent or Home Mortgage Interest Property Tax paid for home Business Income (CIRCLE CASH or ACCRUAL)
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Business Expenses: (Examples – not exhaustive) BEGINNING INVENTORY ENDING INVENTORY PURCHASES Items for personal use Advertising Promotion Commission and fees Contract labor Business insurance – not health Health insurance for employees Employee benefits (please describe) Credit card interest for business purchases Interest paid to a bank Interest paid to someone else Accounting (list CPA fees separately) 6
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Legal and professional Supplies Office expenses: (Don’t put furniture and equipment purchased here) Stamps and Postage and Delivery Copy and reproduction Paper and toner Bank Service charges Merchant fees for credit card Rotary and other civic club dues (meals also if part of dues) Building rent Equipment rent, credit card terminal, booth for expo Taxes Personal Property Tax Real Estate Tax Professional License Sales tax included in gross income Repairs Maintenance Travel – taxi, plane, lodging and auto rental, Laundry away from home Meals and entertainment (put meals here not in travel above) Utilities (not for home office) Internet and Website Cell phone Telephone (the first line in your home is not deductible) Long Distance if not included in telephone above Janitorial Uniforms Professional dues and subscriptions (country club dues not deductible) Safe deposit box Software updates Network meetings and motivational meetings Business education and training and training materials Moving expenses for office Wages paid to minor child Wages paid to spouse Medical expenses paid for family member that works in your business Other wages (do not include money you take out of your business)
Property placed in service in your business
Cost $ $ Date Description and % business use
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Rental Property
Street Address City State Zip $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Yes / No Rent Income Advertising (Provide date the rental became available for rent) Automobile business mileage and total mileage for the year Travel Meals Cleaning Mowing Maintenance and supplies Flower Beds Cut down trees Re-key locks CPA fees Rent Commissions Management fee Hazard insurance and Umbrella Insurance Bookkeeping fees Legal fees Accounting fees Mortgage interest Other interest Property taxes Utilities Home owners association Telephone Prior year suspended loss then provide tax return for new clients
Appliances: Provide date and amount below
Dishwasher Disposal Range Carpet Vinyl Flooring Tile Heating system Cooling system New fence New sidewalks
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Cost
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Date
Dishwasher Disposal Range Carpet Vinyl Flooring Tile Heating system Cooling system New fence New sidewalks
Rental Property Description
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