Worksheet For Preparing 2015 Individual Income Tax Returns Form
Download a blank fillable Worksheet For Preparing 2015 Individual Income Tax Returns Form in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Worksheet For Preparing 2015 Individual Income Tax Returns Form with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1WORKSHEET FOR PREPARING 2015 INDIVIDUAL INCOME TAX RETURNS
Taxpayer (T) Name
Spouse (S) Name
Occupation
Occupation
Date of Birth ___ /___/____ SS #_____-
-
Date of Birth
/___/
SS #_____-____-
How many months did you have health insurance?
How many months did you have health insurance?
Address
County
(T)
(S)
Telephone:
School District of residence on 12/31/15
(Home)
Email
(Work)
May we email confidential information?
(Cell)
Grades K-12
Children and others who are your dependents:
Supplies for
Date
Social
School Activities,
Dependent’s Income* # of Months
Full Legal Name
of Birth
Security
Book Fees,
Wages and
Dividends Covered By
& Relationship
mm/dd/yr
Number
and Tuition
Other Income & Interest Health Ins.
/ /
/ /
/ /
/ /
*PLEASE PROVIDE DEPENDENT’S W-2’S, 1098-T’S, 1099’S AND/OR TAX RETURN.
-Will your return be signed by your authorized power of attorney? If so, please provide a copy.
-Does any person who is not your child live with you OR do you provide housing for a dependent parent?
PLEASE LIST ANY OTHER INCOME NOT PROVIDED ON W-2'S, 1099'S AND K-1'S. NOTE: If you
received INTEREST on a real estate contract, please list the NAME, ADDRESS, and SOCIAL SECURITY
NUMBER of the PAYER and include the amount of principal received.
From Whom Received
Amount
For What
PLEASE ANSWER THE FOLLOWING QUESTIONS AND PROVIDE DETAILS AS REQUIRED:
1. Did you have stock or mutual fund sales during the year?_____ If yes, please provide the cost basis.
2. Are you or your spouse legally blind?
3. Do / Did you have a foreign bank account?
4. Did you convert a regular IRA to a Roth IRA or recharacterize a Roth conversion?
(Provide details.)
5. Did you buy or sell your residence during this year?
(Please provide closing statement.)
6. Please check here if you do not want to allow the IRS to discuss your tax return with us.
7. If you would like your refund(s) direct deposited, check here____and provide a voided check AND/OR
If you would like your tax due automatically withdrawn, check here____and provide a voided check.
8. Limited energy credits may be available
. Please provide details of energy efficiency improvements to your home.
Please complete if you or your spouse wish to participate in one of the following:
Fund
Amount
Yes/No
Yes/No
Presidential Fund
(T)
(S)
Fish & Wildlife Fund
Iowa State Fair Foundation
Republican Party
(T)
(S)
Child Abuse Prevention
Democratic Party
(T)
(S)
Fire Fighter Prepare.Fund/Veterans Trust
Campaign Fund
(T)
(S)
Any questions or comments:
I (we) have disclosed to Henkel & Associates, P.C. all of my (our) income and deductions and have documents to
support all the information provided. I understand that I am responsible for retaining this documentation. Henkel
& Associates, P.C.’s liability is limited to 100% of the fees for preparing the tax return.
Taxpayer Signature
Spouse Signature_______________________________
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial