Tax Organizer Template - 2015 Income Tax Return Page 2
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7Basic Taxpayer Information
Personal Information
TAXPAYER
SPOUSE
Last name
First name
Middle initial
Suffix
Social Security
Number
Occupation
Date of birth
Email
Home Phone
Work Phone
Mobile Phone
Yes
No
Yes
No
Blind
Presidential Election
Yes
No
Yes
No
Campaign
Address
Apt No.
City, State, Zip Code
Dependent Information
Dependent 1
Dependent 2
Dependent 3
First name
Last name
Middle initial
Suffix
Social Security
Number
Relationship
Date of birth
Full-time student
Yes
No
Yes
No
Yes
No
Number of Months
lived with Taxpayer in
the US.
Gross Income
$
$
$
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