Tax Planning Worksheet

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									TAX PLANNING WORKSHEET
Income Sources:                                              Monthly       Annual

Salary                                                   $ 4,500       $ 54,000
Bonuses                                                  $   -         $    -
Commission                                               $   -         $    -
Unemployment                                             $   -         $    -
Business Income                                          $   -         $    -
Farm Income                                              $   -         $    -
Dividends                                                $   -         $    -
Interest                                                 $   -         $    -
Rental Income                                            $   -         $    -
Mutual Funds                                             $   -         $    -
Annuities                                                $   -         $    -
Savings Bonds                                            $   -         $    -
Total                                                    $ 4,500       $ 54,000


Income Adjustments:                                          Monthly       Annual

Student Loans                                            $      -      $     -
Self-Employment Insurance                                $      -      $     -
Moving Expenses                                          $      -      $     -
Educator Expenses                                        $      -      $     -
Business Expenses                                        $      -      $     -
Alimony                                                  $      -      $     -
Other                                                    $      -      $     -
Other                                                    $      -      $     -
Total                                                    $      -      $     -


Itemized Deductions:                                         Monthly       Annual

Medical                                                  $      -      $     -
Dental                                                   $      -      $     -
Income or General Tax                                    $      -      $     -
Real Estate Tax                                          $      -      $     -
New Motor Vehicle Tax                                    $      -      $     -
Mortgage Interest                                        $      -      $     -
Mortgage Insurance Premiums                              $      -      $     -
Mortgage Points                                          $      -      $     -
Charitable Contributions                                 $      -      $     -
Casualty Losses                                          $      -      $     -
Theft Losses                                             $      -      $     -
Work Related Expenses                                    $      -      $     -
Tax Preparation Fees                                     $      -      $     -
Total                                                    $      -      $     -


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