Income Tax Organizer

Income Tax Organizer - Section Two

Other Income
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 on your federal tax return last year.

Capital Gains (stocks, bonds, other investment property)

Description	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 Benefits Received
Taxpayer Amount $_______________

Spouse Amount $_________________

Miscellaneous Income
Description:______________________________________________________________

________________________________________________________________________

Deductions
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 _________________

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