The Tax Organizer for tax year 2008 contains several sections that include common expenses and deductions that many taxpayers overlook. Please review these sections carefully. Depending upon your tax bracket, you may save as much as $35 for each $100 in deductible expenses you find in your 2008 records.
If our firm prepared your return last year. your prior year amounts are in our files already. . Use this information to help you remember the types of income and deductions you reported last year.
To complete the Organizer. enter all relevant information in the designated areas on each page. Please add any notes or questions that will help us prepare a complete and accurate return for you and to plan with you how to manage your tax situation in future years.
If you answer 'Yes' to any of the General Business and Investment questions. please provide detailed information with your answer.
When you arrive for your appointment. please bring your Organizer and any of the following that apply to your tax situation:
* Last year's tax return (if not in our possession) . Original Form(s) W-2 . Schedule(s) K-1 from partnerships, S-corporations, estates or trusts . Information about contributions to a pension or other retirement plan if this is the first year you received income from the plan . Form(s) 1099 or statements reporting dividend. interest. retirement or other income . Broker statements providing details of capital gains transactions . Form(s) 1098 and copies of real estate tax bills, etc.
* Legal documents pertaining to the sale or purchase of real property.
If you have any questions before your scheduled appointment. please give us a call:Please contact me: 586-727-2092 (Richmond), 231-533-5533 (Bellaire) or email: dottie@taxdot.net
_______________________________________________________________
TAX ORGANIZER
Name: ____________________________
Address: __________________________
City: ________________ State: ________Zip Code: __________
If any of the following items apply to you or your spouse,
please mark Y for "Yes" or N for "No" after the question, and if possible, include details.
BASIC INFORMATION
Y = Yes , N = No
1 Did your marital status change since last year?
2 Are there any changes in your dependents from last year?
3 Did you have any children under 19 (or 24 if a full time student) who received more than $850 in investment income?
4 Are all your dependents either US residents or citizens?
5 Did you provide over half of the support for someone you aren't claiming as a dependent?
6 Are you being claimed (or are eligible to be claimed) as a dependent on anyone else's return?
7 Were either you or your spouse in the military or National Guard?
8 Did you purchase or sell your principal residence?
9 Have you been notified by the IRS of changes to a prior year's return, or received any other tax correspondence?
10 Were there any changes to a prior year's income, deductions, or credits?
11 Did you make gifts of more than $12,000 to anyone person?
12 Did you file Form 8839, Adoption Credit, in a previous year?
13 Did your purchase any special fuels for non-highway use?
14 Do you want to e-file your return?
15a If vou are due a refund, how do you want to receive it?
___ Direct deposit (please provide a voided blank check)
___ Check sent to you in the mail
___Apply to next year's estimates
15b If you owe taxes, how do you want to pay them?
___ Paper check sent with my return
___ Direct debit from my bank account (please provide a voided blank check)
INCOME
Y = Yes , N = No
16 Did you have an interest in or signature authority over a financial account in a foreign country?
17 Were you the grantor of or transferor to a foreign trust?
18 Did you receive income from a foreign source or pay taxes to a foreign government?
19 Did you barter your services for goods or services from someone else?
20 Did you receive any tax-exempt income, such as interest or dividends from municipal bonds or a mutual fund account?
21 Did you make a loan to someone at an interest rate below market rate?
22 Did you receive, or expect. to receive, a Schedule K-1 (or substitute K-1) from a trust, estate, partnership, or S corp?
23 Did you cash in any U.S. savings bonds?
24 Did you own an interest in a Real Estate Mortgage Investment Conduit (REMIC)?
25 Did you itemize your deductions in a previous year and receive a state or local refund, or a refund of any other deduction you itemized, in 2008? (If yes, attach Form 1099-G) 26 Did you receive disability income?
27 Do you have gambling winnings? (If yes, be sure to include in gambling expenses) 28 Did you receive any unemployment benefits?
29 During 2008, did you receive payments from a Long-Term Care insurance contract?
30 Did you receive employer-provided adoption benefits for a previous year?
31 Did you receive any distributions from a retirement plan? (If Yes, attach aIl1099-Rs) 32 Did you "rollover" a retirement plan distribution into another plan?
33 Did you receive Social Security benefits?
34 Did you convert a traditional IRA to a Roth IRA?
35 Did you exchange any securities or investments for something other than cash?
36 Do you have any short sales, commodity sales, or straddles?
37 Did you receive Form 2439?
38 Did you buy or sell any bonds?
39 Did you receive stock from a stock bonus plan with your employer?
40 Did you sell any other personal assets at a gain?
41 Did you sell any real estate (other than your home) during the year?
42 Did you sell any assets using the installment method?
43 Did you receive proceeds from a prior year installment sale?
44 Did you purchase a rental property?
45 Did you exchange any property for other property?
46 Did you receive any income not reported in this Organizer?
BUSINESS AND RENTAL PROPERTY INCOME
Y = Yes , N = No
47 If you own rental property, do you qualify as a Real Estate Professional?
48 Did you start or acquire a new business?
49 Did you sell any part of an existing business, or sell business assets?
50 Did you cease operating any business or rental property?
51 Did you remove any of your business assets for personal use?
BUSINESS AND RENTAL PROPERTY DEDUCTIONS
Y = Yes , N = No
52 Did you use part of your home for business purposes?
53 Did you make any contributions to a Keogh or a self-employed SEP plan for 2008?
54 Do you pay for any health or long term care insurance through your business?
55 If you or your spouse are self-employed, are either of you covered under an employer's health plan?
56 Did you purchase any furniture or equipment for your business?
OTHER DEDUCTIONS
Y = Yes , N = No
57 Did you make any contributions, or plan to make contributions, to a traditional or Roth IRA for 2008?
58 Did you make any contributions to HSA (Health Savings Account) in 2008?
59 Did you use your car on the job (other than to and from work)?
60 Did you work out of town for part of the year?
61 Did you incur any travel and entertainment expenses for business purposes?
62 Did you pay expenses for the care of your child or other dependent so you could work?
63 Did you lose property or have damage to a property due to a casualty, theft, or condemnation?
64 Did any security become worthless during 2008?
65 Did any debts become uncollectible during 2008?
66 Did you purchase a 'clean fuel' or electric hybrid vehicle in 2008?
67 Did you contribute less than an entire interest in any property to charity?
68 Did you refinance a mortgage or take out a home equity loan during 2008?
69 Did you incur moving expenses during the year due to a change of employment?
70 Did you pay any educational tuition or fees for you or a dependent?
71 Did you pay any student loan interest?
72 Did you make any federal or state estimated payments?
73 Did you make any energy efficient improvements to your main home in 2008?
Comments
---------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------
to print a PDF of this page, click here. Fill out and send by mail to: or mail:
Dottie Lualdi
3171 Shumaker
Bellaire, MI 49615
to save a copy of this page in WORD, click here
(save the copy as: your name_year). Use lower case letters. Fill out form in WORD, save and email: dottie@taxdot.net as an attachment.