Farmer Accounting Free Tax Organizer

FARMER & COMPANY

TAX ORGANIZER

Please feel free to print out this organizer and use it to gather your tax records. This form is designed to help you organize your tax information (and make sure you don’t miss any important deductions). Whether you prepare your own tax return or use the services of a CPA firm, we hope that you will find this organizer useful and informative! If you find this helpful, please tell a friend. ---- Joe Farmer, CPA, MST

PERSONAL INFORMATION

TAXPAYER

SPOUSE

First Name & Initial

Last Name

Social Security Number

Occupation

Date of Birth

Home Telephone

Work Telephone

Email Address

Street Address

City, State Zip

FILING STATUS: (Circle One)

SINGLE		MARRIED	MARRIED FILING SEPARATE	HEAD OF HOUSEHOLD

DEPENDENTS (Add additional dependents as necessary)

DEPENDENT #1

DEPENDENT #2

First Name & Initial

Last Name

Social Security Number

Date of Birth

Months Lived at Home

INCOME

SALARIES AND WAGES (ATTACH W-2’S)

TAXPAYER

SPOUSE

Employer’s Name

Gross Wages

Federal Income Tax Withheld

FICA Withheld

Medicare Withheld

State Tax Withheld

TID Withheld

Other

INTEREST INCOME (ATTACH 1099-INT’S)

SOURCE

AMOUNT

DIVIDEND INCOME (ATTACH 1099-DIV’S)

SOURCE

AMOUNT

STATE TAX REFUND (ATTACH 1099-G’S)

SOURCE

AMOUNT

	Did you itemize your deductions in prior years?

BUSINESS INCOME (CONTACT FARMER & CO FOR BUSINESS INCOME ORGANIZER)

CAPITAL GAINS AND LOSSES (ATTACH 1099-B’S AND BASIS DETAIL)

DESCRIPTION

PURCH DATE

SALE DATE

PROCEEDS

BASIS

IRA & PENSION DISTRIBUTIONS (ATTACH 1099-R’S)

SOURCE

ROLLOVER ?

DISTRIBUTION

TAXABLE AMOUNT

RENTAL INCOME (CONTACT FARMER & CO FOR RENTAL INCOME ORGANIZER)

INCOME FROM PASS-THOUGH ENTITIES (ATTACH SCHEDULE K-1’S)

SOURCE

ACTIVE ?

AMOUNT

OTHER INCOME

AMOUNT

ALIMONY INCOME

- If applicable, need payor’s name and social security number

UNEMPLOYMENT RECEIVED (ATTACH 1099-G)

SOCIAL SECURITY RECEIVED (ATTACH 1099-SSA)

SOCIAL SECURITY RECEIVED (ATTACH 1099-SSA)

MISCELLANEOUS INCOME

- If applicable, enter description and amount

ADJUSTMENTS TO INCOME

TAXPAYER

SPOUSE

IRA Deduction

Keogh/SEP Deduction

SIMPLE Plan Deduction

Education IRA Deduction

Roth IRA Contribution

Student Loan Interest Paid

Penalty for Early Withdrawal of Savings

Alimony Paid – if applicable, please provide social security number of alimony recipient

ITEMIZED DEDUCTIONS

MEDICAL EXPENSES

TAXPAYER

SPOUSE

Medical Insurance Premiums

Prescriptions

Doctors, Dentists, etc.

Hospital & Lab Charges

Other

TAXES PAID

TAXPAYER

SPOUSE

State Income Taxes (not including W-2)

Real Estate Taxes

Personal Property Taxes

Fire Tax

Other

INTEREST PAID (ATTACH 1098’S)

TAXPAYER

SPOUSE

First Mortgage

Second Mortgage

Equity Line

Investment Interest

CHARITABLE CONTRIBUTIONS (ATTACH ACKNOWLEDGEMENT LETTERS FOR GIFTS GREATER THAN $250)

TAXPAYER

SPOUSE

Miscellaneous Cash or Check

Non-Cash Contributions

Charitable Mileage

- Please provide detail for all gifts > $250

MISCELLANEOUS DEDUCTIONS

TAXPAYER

SPOUSE

Union/Professional Dues

Investment Expenses

Tax Return Preparation Fees

Safe Deposit Box

Uniforms and protective clothing

Work tools

Employee Business Expenses (not reimbursed)

TAX CREDITS

CHILD & DEPENDENT CARE CREDIT		

DEPENDENT #1

DEPENDENT #2

Child Care Provider

Address

City State Zip

Child Care Expenses

LIFETIME LEARNING CREDIT

TAXPAYER

SPOUSE

Educational Institution

Tuition and fees

ESTIMATED TAX PAYMENTS

FEDERAL

STATE

Overpayment Applied from Prior Year

First Quarter – April 15, 1999

Second Quarter – June 15, 1999

Third Quarter – September 15, 1999

Fourth Quarter – January 15, 2000

MISCELLANEOUS QUESTIONS

YES

NO

Has your marital status changed since 1998?

If you are married, do you want to file separate tax returns?

Has your mailing address changed since 1998?

Can another taxpayer claim you (or your spouse) as a dependent?

Were there any changes to your dependents during 1999?

Were child care expenses incurred while you were at work?

Do you have any children under 14 who have unearned income greater than $700?

Did you begin adoption proceedings or adopt a child in 1999?

Did you open a Roth IRA account or convert an existing IRA into a Roth IRA during 1999?

Did you convert an IRA into a Roth IRA during 1998? If yes, did you elect to spread the resulting income over four years?

Did you buy, sell or refinance your first or second home during 1999? If yes, please provide copies of the closing documents.

Did you use your car for work and incur expenses that were not reimbursed?

Does anyone owe you money that has become uncollectible?

Have you been notified by the IRS or state taxing authority of any changes to your prior year income tax returns?

Do you expect an significant changes to your income in 2000?

BACK TO MAIN PAGE

Rhode Island, RI, accounting, accountant, audit, tax, taxes, tax help, tax returns, financial, advisory, certified public accountant, CPA, cpa, New England, Warren, Bristol, Barrington, Newport, Portsmouth, Middletown, Tiverton, forecasting, budgeting, tax planning, irs, audit, AICPA, RISCPA

	TAXPAYER	SPOUSE
First Name & Initial
Last Name
Social Security Number
Occupation
Date of Birth
Home Telephone
Work Telephone
Email Address
Street Address
City, State Zip

	DEPENDENT #1	DEPENDENT #2
First Name & Initial
Last Name
Social Security Number
Date of Birth
Months Lived at Home

	TAXPAYER	SPOUSE
Employer’s Name
Gross Wages
Federal Income Tax Withheld
FICA Withheld
Medicare Withheld
State Tax Withheld
TID Withheld
Other

	AMOUNT
ALIMONY INCOME
- If applicable, need payor’s name and social security number
UNEMPLOYMENT RECEIVED (ATTACH 1099-G)
SOCIAL SECURITY RECEIVED (ATTACH 1099-SSA)
SOCIAL SECURITY RECEIVED (ATTACH 1099-SSA)
MISCELLANEOUS INCOME
- If applicable, enter description and amount

	TAXPAYER	SPOUSE
IRA Deduction
Keogh/SEP Deduction
SIMPLE Plan Deduction
Education IRA Deduction
Roth IRA Contribution
Student Loan Interest Paid
Penalty for Early Withdrawal of Savings
Alimony Paid – if applicable, please provide social security number of alimony recipient

	TAXPAYER	SPOUSE
Medical Insurance Premiums
Prescriptions
Doctors, Dentists, etc.
Hospital & Lab Charges
Other

	TAXPAYER	SPOUSE
State Income Taxes (not including W-2)
Real Estate Taxes
Personal Property Taxes
Fire Tax
Other

	TAXPAYER	SPOUSE
First Mortgage
Second Mortgage
Equity Line
Investment Interest

	TAXPAYER	SPOUSE
Miscellaneous Cash or Check
Non-Cash Contributions
Charitable Mileage
- Please provide detail for all gifts > $250

	TAXPAYER	SPOUSE
Union/Professional Dues
Investment Expenses
Tax Return Preparation Fees
Safe Deposit Box
Uniforms and protective clothing
Work tools
Employee Business Expenses (not reimbursed)

	DEPENDENT #1	DEPENDENT #2
Child Care Provider
Address
City State Zip
Child Care Expenses

	FEDERAL	STATE
Overpayment Applied from Prior Year
First Quarter – April 15, 1999
Second Quarter – June 15, 1999
Third Quarter – September 15, 1999
Fourth Quarter – January 15, 2000

	YES	NO
Has your marital status changed since 1998?
If you are married, do you want to file separate tax returns?
Has your mailing address changed since 1998?
Can another taxpayer claim you (or your spouse) as a dependent?
Were there any changes to your dependents during 1999?
Were child care expenses incurred while you were at work?
Do you have any children under 14 who have unearned income greater than $700?
Did you begin adoption proceedings or adopt a child in 1999?
Did you open a Roth IRA account or convert an existing IRA into a Roth IRA during 1999?
Did you convert an IRA into a Roth IRA during 1998? If yes, did you elect to spread the resulting income over four years?
Did you buy, sell or refinance your first or second home during 1999? If yes, please provide copies of the closing documents.
Did you use your car for work and incur expenses that were not reimbursed?
Does anyone owe you money that has become uncollectible?
Have you been notified by the IRS or state taxing authority of any changes to your prior year income tax returns?
Do you expect an significant changes to your income in 2000?