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Tax Organizer Form Year 2022

Tax Organizer Form Year 2022

Step 1 of 9

11%
Taxpayer's Name(Required)
MM slash DD slash YYYY
Is This a Joint Tax Return
Spouse's Name
MM slash DD slash YYYY
Address
Do you rent or own?
Do you have any dependents?
Dependent 1 Name
MM slash DD slash YYYY
Did any dependents have unearned income (interest, dividends, etc.) over $700?

Insurance Coverage

Did you have medical coverage during the year?
Type of Coverage
Did you receive a 1095A form?

Important Tax Matters

Personal Information

Did your address change during 2022?
Did your marital status change during 2022?
If married, do you and your spouse want to file separate returns?
Can you or your spouse be claimed as a dependent by another taxpayer?

Dependents

Were there any changes in dependents from the prior year?
Did you pay for childcare while you worked or looked for work?
Did you have any children under age 19 with unearned income more than $950?
Did you adopt a child or begin adoption proceedings during 2022?

Purchases, Sales and Debt

Did you have any debts canceled, forgiven, or refinanced during 2022?
Did you start a new business, purchase a new rental property or farm, or acquire any new interest in any partnership or S Corporation during 2022?
Did you sell an existing business, rental property, farm, or any existing interest in any partnership or S Corporation during 2022?
Did you sell, exchange, or purchase any real estate in 2022? If so, please attach closing documents.
Did you withdraw any amounts from your IRA or Roth IRA to acquire a principal residence?
Did you receive grants of stock options from your employer, exercise any stock options granted to you or dispose of any stock acquired under a qualified employee stock purchase plan?
Did you pay any student loan interest in 2022?
Did you take out a home equity loan in 2022?
Are you claiming a deduction for mortgage interest paid to a financial institution for which someone else received the Form 1098?

Itemized Deductions

Did you contribute property (other than cash) with a fair market value of more than $5,000 to a charitable organization ?
Did you incur any casualty or theft losses during the year?

Miscellaneous

Did you install any energy property to your residence such as solar water heaters, generators or fuel cells or energy efficient improvements such as exterior doors or windows, insulation, heat pumps, furnaces, central air conditioners or water heaters ?
Did you or your spouse contribute to or establish a medical savings account (MSA) during 2022?
Did you or your spouse contribute to a Roth IRA or convert an existing IRA into a Roth IRA?
Did you withdraw any amounts from your IRA to pay for higher education expenses incurred by you, your spouse, your children or grandchildren?
Did you withdraw any amounts from an educational IRA?
Did you or your dependents incur any post secondary education expense such as tuition?
If you or your spouse are self-employed, are you or your spouse eligible to be covered under an employer's health plan at another job? If yes, how many months were you covered?
Did you move to a different home because of a change in the location of your job?
Did you pay an individual for domestic services performed in your home?
Did you or your spouse receive distributions from long-term care insurance contracts? If yes, please include Form 1099-L TC
Did you make gifts of more than $15,000 to any individual?
Were you or your spouse a grantor or transferor for a foreign trust, have an interest in or a signature or authority over a bank account, securities account, or other financial account in a foreign country?
Have you received a punitive damage award or an award for damages other than for physical injuries or illness?
Did you engage in any bartering transactions?
Were you notified by the IRS or other taxing authority of any changes in your prior year returns?
Untitled
Did you have any foreign income or pay any foreign taxes during 2022?

Sale of Your Home

Did you sell your home in 2022?
If yes, did you own and occupy the home as your principal residence, for at least two years of the five-year period prior to the sale?

Did you ever rent out this property?

Did you ever use any portion of the home for business purposes?
Have you or your spouse sold a principal residence within the last two years?
At the time of the sale, was the residence owned by the taxpayer, spouse or both?

Severance/Retirement

Income

Did you retire or change jobs in 2022?
Did you receive retirement/severance compensation?
MM slash DD slash YYYY

Wages and Salaries - PLEASE ENCLOSE ALL COPIES OF YOUR CURRENT YEAR W-2'S Interest Income – PLEASE ENCLOSE COPIES OF ALL FORMS 1099-INT OR OTHER INTEREST DOCUMENTS. Dividend Income - PLEASE ENCLOSE COPIES OF ALL FORMS 1099-DIV OR OTHER DIVIDEND DOCUMENTS. Pensions and Annuities - PLEASE ENCLOSE ALL FORMS 1099-R AND ANY NONTAXABLE DISTRIBUTION DETAILS. Sale of Stocks, Securities, Capital Assets - PLEASE ENCLOSE ALL FORMS 1099-A, 1099-B 1099-S.

MM slash DD slash YYYY
MM slash DD slash YYYY

Alimony Paid or Received

Did you pay or receive alimony?
Paid or Recipient’s Name

Misc Income

Miscellaneous Income Unemployment compensation, Social Security, Railroad Retirement, IRA distributions - PLEASE ENCLOSE ALL FORMS W-2G, 1099-MISC, 1099-G, 1099-NEC and 1099-SSA, ETC.

Retirement Account Contributions - IRA IS, SEP’s

Are you covered by an employer's retirement plan?

Other Matters

Were you or your spouse a full time student or disabled?
Did you pay an individual for services performed in your home?

Educational Expenses

Did you have any educational expenses?
Student Name
Amount 1st 2 Years - Tuition and other expenses incurred during the one of the first two years of post secondary education (2022 amount only).
Amount Other - Tuition and other post secondary educational expenses not included in Amount during 1st 2nd Years
Are there any other students?
Student #2's Name
Amount 1st 2 Years - Tuition and other expenses incurred during the one of the first two years of post secondary education (2022 amount only).
Amount Other - Tuition and other post secondary educational expenses not included in Amount during 1st 2nd Years

Student Loan Interest Paid

Please enclose 1098

Federal Estimated Tax Payments

MM slash DD slash YYYY

ITEMIZED DEDUCTIONS

Medical & Dental

Any Medical & Dental Deductions?

Interest Paid

Investment Interest Expense

Interest on money borrowed for investment property

Taxes Paid

(including automobile taxes)
Refunds Received
New vehicle

Cash Charitable Contributions

Do you have evidence to support Current Year Contribution?
Any non-cash Charitable Contributions Greater Than $500?
MM slash DD slash YYYY

Casualty or Theft Losses

Property stolen or destroyed

PERSONAL BUSINESS - RENTAL PROPERTY

Income

Expenses

Depreciable Assets

Associated with the above business or rental property
MM slash DD slash YYYY
Prior Depreciation Taken
Did your business have an inventory?

Home Office Deduction

Office used solely for business purposes and not a room with both business and personal uses.

Income from Partnerships, Estates & Trusts, S Corporations, REMI

PLEASE ENCLOSE ALL SCHEDULES K-1 AND SCHEDULES Q
Max. file size: 512 MB.
Did You Sell Your Home in 2022?
If yes, please enclose a copy of your closing statement 1099-S.

Child and Dependent Care Expenses

Total Dependent Care Expenses and Provider Information

Address

Upload Documents

Please upload any W2, 1099-INT, 1099-DIV, 1099-R, 1099-G, 1099-S, 1099-A, 1099-B
Max. file size: 512 MB.

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Tax Organizer 2022
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