Tax Organizer Template - 2016 (Page 4 of 4) in pdf

Questions

Yes No

1. Did a lender cancel any of your debt in 2015? (1099-C)……………………………………………………………………………………………….

2. Did you make energy efficient improvements to your home or purchase any energy-saving property

during 2015? If yes, please attach details……………………………………………………………………………………………………..

3. Did you purchase a motor vehicle or boat during 2015? If yes, attach documentation showing sales tax paid.

4. Did you purchase a hybrid or electric vehicle in 2015? If yes, enter year, make model and date purchased:

_______________________________________________________________________________________

5. Did you donate a vehicle in 2015? …………………………………………………………………………………………………………………

6. Did your marital status change during 2015? ……………………………………………………………………………………………….

If yes, explain: ___________________________________________________________________________

7. Were you or your spouse permanently and totally disabled in 2015? (Must provide medical certificate)……..

8. Do you have dependents who must file? ……………………………………………………………………………………………………...

9. Do you have children who are under age 19 or a full time student under age 24 with investment income

greater than $2000? ………………………………………………………………………………………………………………………………………

10. Did you provide over half the support for any other person during 2015? …………………………………………………….

11. Did you incur adoption expenses during 2015? ……………………………………………………………………………………………..

12. Did you receive a total distribution from an IRA or other qualified plan that was partially or totally rolled

over into another IRA or qualified plan within 60 days of the distribution? …………………………………………………..

13. Did you receive any disability payments in 2015? ………………………………………………………………………………………….

14. a. Did you buy, sell, refinance, foreclose or abandon a principal residence or other real property in 2015?

If yes, attach closing or escrow statements, 1099-S or 1099-A forms …………………………………………………………….

b. If you sold a home, did you claim the First-Time Homebuyer Credit when you purchased it? ......................

15. Did you incur any non-business bad debts? (ie short sale of a home)……………………………………………………….......

16. Did you pay any individual for domestic services in 2015? (ie caregiver)...........................................................

17. Did you buy or sell any stocks or bonds in 2015? ...............................................................................................

18. Did you use the proceeds from Series EE or I U.S. savings bonds purchased after 1989 to pay for higher

education expenses? ..........................................................................................................................................

19. Did you incur any WORK RELATED moving expenses? If yes, attach details .... .................................................

20. Did you receive any income not included in this Tax Organizer? If yes, please attach information..................

21. Do you expect your income and deductions in 2015 to be the same as 2014? If no, attach explanation

of changes expected...........................................................................................................................................

22. Did you have health insurance? ........................................................................................................................

23. If you paid any alimony, enter recipient’s SSN: _________________ Alimony paid: _______________

24. Enter your state of residence....................................................................... Taxpayer: _________ Spouse: _________