Tax Organizer Template - 2015 Income Tax Return Page 5
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7Tax Questionnaire
Additional Instructions
Estimated Tax Payments
Yes
No
If yes, provide amount paid below:
Federal
State
Amount Applied
from 2011
Overpayment, if
any.
First Quarter
Second Quarter
Third Quarter
Fourth Quarter
Direct Deposit For
Yes
No
If yes, specify checking or savings, routing number and account
Refund
number.
Type of Account
(Checking, Savings)
Routing Number
(Nine digits)
Account Number
If no, a refund check will be mailed to the address on your tax
return.
Direct Withdrawal For
Yes
No
If yes, specify checking or savings, routing number and account
Payment
number.
Type of Account
(Checking, Savings)
Routing Number
(Nine digits)
Account Number
If no, send your tax payment via postal service.
Cancellation Of Debt
Yes
No
If yes, provide 1099-c and complete an Insolvency Worksheet for
each cancellation of debt.
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