Tax Organizer Form Year 2022 Tax Organizer Form Year 2022 Step 1 of 9 11% Email Taxpayer's Name(Required) First Last Taxpayer's SSN(Required) Birth Date(Required) MM slash DD slash YYYY Occupation(Required) Is This a Joint Tax Return Yes No Spouse's Name First Last Spouse's SSN Spouse Birth Date(Required) MM slash DD slash YYYY Occupation Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Email PhoneTaxpayer Driver's License Number Issue Date Expiration Date Spouse Driver's License Number Issue Date Expiration Date Do you rent or own? Rent Own Do you have any dependents? Yes No Dependent 1 Name First Last Suffix Dependent 1 SSN RelationshipChildStep-ChildBrotherSisterParentMonths lived in home1 Month2 Months3 Months4 Months5 Months6 Months7 Months8 Months9 Months10 Months11 Months12 MonthsDate of Birth MM slash DD slash YYYY Name of any person living with you who is claimed as a dependent on someone else's tax return. Did any dependents have unearned income (interest, dividends, etc.) over $700? Yes No Insurance CoverageDid you have medical coverage during the year? Yes No Type of Coverage Through Government Program Through Affordable Healthcare Program Did you receive a 1095A form? Yes No Important Tax MattersPersonal InformationDid your address change during 2022? Yes No Did your marital status change during 2022? Yes No If married, do you and your spouse want to file separate returns? Yes No Can you or your spouse be claimed as a dependent by another taxpayer? Yes No DependentsWere there any changes in dependents from the prior year? Yes No Did you pay for childcare while you worked or looked for work? Yes No Did you have any children under age 19 with unearned income more than $950? Yes No Did you adopt a child or begin adoption proceedings during 2022? Yes No Purchases, Sales and DebtDid you have any debts canceled, forgiven, or refinanced during 2022? Yes No 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? Yes No Did you sell an existing business, rental property, farm, or any existing interest in any partnership or S Corporation during 2022? Yes No Did you sell, exchange, or purchase any real estate in 2022? If so, please attach closing documents. Yes No Did you withdraw any amounts from your IRA or Roth IRA to acquire a principal residence? Yes No 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? Yes No Did you pay any student loan interest in 2022? Yes No Did you take out a home equity loan in 2022? Yes No Are you claiming a deduction for mortgage interest paid to a financial institution for which someone else received the Form 1098? Yes No Itemized DeductionsDid you contribute property (other than cash) with a fair market value of more than $5,000 to a charitable organization ? Yes No Did you incur any casualty or theft losses during the year? Yes No MiscellaneousDid 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 ? Yes No Did you or your spouse contribute to or establish a medical savings account (MSA) during 2022? Yes No Did you or your spouse contribute to a Roth IRA or convert an existing IRA into a Roth IRA? Yes No Did you withdraw any amounts from your IRA to pay for higher education expenses incurred by you, your spouse, your children or grandchildren? Yes No Did you withdraw any amounts from an educational IRA? Yes No Did you or your dependents incur any post secondary education expense such as tuition? Yes No 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? Yes No Did you move to a different home because of a change in the location of your job? Yes No Did you pay an individual for domestic services performed in your home? Yes No Did you or your spouse receive distributions from long-term care insurance contracts? If yes, please include Form 1099-L TC Yes No Did you make gifts of more than $15,000 to any individual? Yes No 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? Yes No Have you received a punitive damage award or an award for damages other than for physical injuries or illness? Yes No Did you engage in any bartering transactions? Yes No Were you notified by the IRS or other taxing authority of any changes in your prior year returns? Yes No Untitled First Choice Second Choice Third Choice Did you have any foreign income or pay any foreign taxes during 2022? Yes No Sale of Your HomeDid you sell your home in 2022? Yes No 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? Yes No Did you ever rent out this property?Did you ever use any portion of the home for business purposes? Yes No Have you or your spouse sold a principal residence within the last two years? Yes No At the time of the sale, was the residence owned by the taxpayer, spouse or both? Yes No Severance/RetirementIncomeDid you retire or change jobs in 2022? Yes No Did you receive retirement/severance compensation? Yes No If yes, date received? 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. Description of Property Date Sold MM slash DD slash YYYY Date Acquired MM slash DD slash YYYY Cost BasisGross Sales Price Less CommissionTax WithheldAlimony Paid or ReceivedDid you pay or receive alimony? Yes No Paid or Recipient’s Name First Last Social Security # AmountState Received Misc IncomeMiscellaneous 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’sAre you covered by an employer's retirement plan? Yes No Taxpayer amount paid in 2023 for 2022?Taxpayer amount paid by April 15, 2023 for 2022?Taxpayer amount paid by April 15, 2023 for 2022?Spouse amount paid by April 15, 2023 for 2022Other MattersWere you or your spouse a full time student or disabled? Yes No Did you pay an individual for services performed in your home? Yes No Educational ExpensesDid you have any educational expenses? Yes No Student Name First Last Social Security # Amount 1st two yearsAmount 1st 2 Years - Tuition and other expenses incurred during the one of the first two years of post secondary education (2022 amount only).Other AmountAmount Other - Tuition and other post secondary educational expenses not included in Amount during 1st 2nd YearsAre there any other students? Yes No Student #2's Name First Last Social Security # Amount 1st two yearsAmount 1st 2 Years - Tuition and other expenses incurred during the one of the first two years of post secondary education (2022 amount only).Other AmountAmount Other - Tuition and other post secondary educational expenses not included in Amount during 1st 2nd YearsStudent Loan Interest PaidPlease enclose 1098Bank/Financial Institution Name Amount Paid in 2022Year payment began Federal Estimated Tax PaymentsAmount PaidDate of Payment MM slash DD slash YYYY 2021 Overpayment applied to 2022 estimateEstimated tax payments for 2023 paid in 2022 ITEMIZED DEDUCTIONSMedical & DentalAny Medical & Dental Deductions? Yes No Prescription medicines & drugsMedical insurance premiums paidLong-term insurance premiums paidLong-term care expensesTotal insurance reimbursementsNumber of miles traveled for medical careLodgingDoctors, dentist, etc.HospitalsLab feesEyeglasses & contactsInterest PaidHome mortgage interest to a financial institutionDeductible points (prepaid interest)Other Mortgage InterestInvestment Interest ExpenseInterest on money borrowed for investment propertyDescription AmountStateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingTaxes PaidReal estatePersonal property(including automobile taxes)State Income Taxes PaidState Income TaxesRefunds ReceivedSales or excise tax paidNew vehicleOther taxes (specify) Cash Charitable ContributionsDo you have evidence to support Current Year Contribution? Yes No Description if over $250? AmountNumber of miles traveled performing volunteer work for qualified charitable organizations?Any non-cash Charitable Contributions Greater Than $500? Yes No Name of Organization Address Property Description Date of Donation MM slash DD slash YYYY How was value determined?AppraisalThrift shop valueCatalogComparable SalesHow was the non-cash contribution acquired? Casualty or Theft LossesProperty stolen or destroyedPlease provide a description of the property, the date it was purchased, date it was lost, the amount of any insurance reimbursement for the property, the property's original cost, the value before the casualty, the value after the casualty , and the cost to replace it. Please indicate if the property was personal or business. Indicate the state that the loss took place in. PERSONAL BUSINESS - RENTAL PROPERTYType of business Name of business Business address IncomeIncome on form 1099Sales/ RentalInterestOtherExpensesAdvertisingCar & truck expenseCommissions/feesInsuranceMortgageLegal & professionalOffice expenseRent / leaseRepairs / MaintenanceSuppliesTaxes / LicenseTravelMealsEntertainmentUtilitiesOtherDepreciable AssetsAssociated with the above business or rental propertyProperty Description Date Purchased MM slash DD slash YYYY CostsPrior Depreciation Taken Yes No Automobile make/year Number of commuting miles Number of miles driven for business or rentals? Did your business have an inventory? Yes No Home Office DeductionOffice used solely for business purposes and not a room with both business and personal uses.Total square footage of your houseOffice square footageList expenses (mortgage interest, utilities, other costs)Income from Partnerships, Estates & Trusts, S Corporations, REMIPLEASE ENCLOSE ALL SCHEDULES K-1 AND SCHEDULES QWhat was the amount of health insurance paid by the entity (if any)?Attach sheet listing any expenses associated with partnerships or other pass through entities.Max. file size: 512 MB.Seller-Financed Mortgage Interest Income - Please provide name, social sec number of homebuyer, current year amount received, state where property is located.Did You Sell Your Home in 2022? Yes No If yes, please enclose a copy of your closing statement 1099-S.Child and Dependent Care ExpensesTotal expenses paid in 2022Total expenses incurred and not paid in 2022Total Expenses incurred in 2022 but paid in 2022Employer provided dependent care benefits that were forfeited in 2022Total Dependent Care Expenses and Provider InformationProvider Name Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Social Security Number or Tax I.D. Name of child/person cared for Social Security # Total Amount PaidUpload DocumentsPlease upload any W2, 1099-INT, 1099-DIV, 1099-R, 1099-G, 1099-S, 1099-A, 1099-BFileMax. file size: 512 MB.SignatureCAPTCHA Δ
