Tax Record Form

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Tax Records
Name
Soc Sec No
Tax Year
Prepared on
INCOME AND DEPENDENTS
DIVIDEND INCOME
INTEREST INCOME
RENTAL PROPERTY INCOME
Payer
Ordinary
Qualified
Capital Gains
Payer
Banks, CDs
Government
Bond Interest
Property Details
Gross
Details
Dividends
Dividends
Dividends
Details
Interest
Income
A.
B.
Expenses
Amount
Amount
Advertising
OTHER INCOME DETAILS
Association dues
Type of Income
Amount
Type of Income
Amount
Bookkeeping
Insurance
Legal
Travel
Taxes
Repair and Maintenance Costs
GAINS & LOSSES FROM SALE OF PROPERTY
Description
P If Inherited
Date Acquired
Date Sold
Sale Price
Cost
SELF EMPLOYMENT
Type of Employment (Husband)
Income
Type of Employment (Wife)
Income
Utilities Costs
Gas & Electric
DEPENDENTS
Water
If aged over 18
Garbage
Name
Birth Date
Social Security Number
Relationship
Months in household
P If Student
Income
Phone
Cable TV

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