2015 Tax Client Organizer Template (Page 2 of 2) in pdf

2015 TAX QUESTIONS

For each item below, please check Yes or No, then fill in Blank or circle the items that apply to your situation.

Yes

At any time during 2015 did you (or your Spouse) receive income from the following sources:

1. Wages? Tips? If Tips are not reported on W-2, provide amount $__________________... Provide all W-2s.

2. Interest or Dividends Income? …Provide 1099-Ints & 1099-Divs.

3. Social Security or Railroad Retirement Income? …Provide 1099-SSAs.

4. Sales of stock, mutual funds, bonds or other non-business assets? …Provide 1099-Bs and cost basis information.

5. Distributions from Pensions, IRAs or Annuities? …Provide 1099-Rs.

6. Unemployment Compensation for 2015? …Provide 1099-Gs.

7. Did you Receive Alimony? … If so, how much? $__________________/year.

8. Income from a Partnership, S-corporation, Estate of Trust? …Provide Form K-1s.

9. Do you operate a business? Do you conduct this business from an Office in your Home? Yes / No

(we can provide OIH worksheet)

10. If you operate a Farm or Business, have you completed an Income & Expense Worksheet with Yearly Totals? (we can provide worksheet)

11. If you receive Rental income, have you completed an Income & Expense Worksheet for all Rentals you own? (we can provide worksheet)

12. Gambling winnings? …Provide W-2Gs. Do you have a detail of all winnings and losses? Yes / No

13. Do you receive royalties from books, patents, etc.? …Provide 1099-Miscs.

14. Miscellaneous income from prizes, jury duty, cancellation of debt, hobby income or any other income? …Provide 1099-Miscs.

15. Sale, foreclosure or abandonment of your personal residence, vacation house or rental or commercial property? …Provide 1099s.

16. State Taxable Refund on your 2014 Return? If you are a Returning Client, our system keeps track of that for you, if taxable in 2015.

17. If you have Dependent Children, do you receive Child Support or other non-taxable benefits? Usually only need this for purposes of

calculating WI Homestead Credit. Otherwise, Child Support is not taxable income. $____________________Child Support collected for Year.

Yes

At Any Time During 2015 Did You (or your Spouse)?:

1. Pay Alimony? …Provide amount and Social Security # of recipient. $____________/yr. SS# 0f Spouse________-____ -____________

2. Have a mortgage on first or second home? …Provide Form 1098 Mortgage Interest statements.

3. Refinance your home or take out a home equity loan? …Provide statements. Additional Form 1098s.

4. Pay Real Estate Taxes on your personal or vacation house or land?... Provide Real Estate Tax Statements for amounts paid in 2015.

5. Pay medical expenses, pay after tax payments for health insurance, or qualified long-term care insurance? For Schedule A.

6. Make Contributions to charitable organizations that you have receipts for? (Church, schools, Scouts, etc.) For Schedule A.

7. Suffer a loss as a result of a casualty (fire, theft or natural disaster)? $_______________

8. Incur any out-of-pocket expenses as required by your employer, or use your personal vehicle in conjunction with your job? $__________

9. Move to be closer to a new job, if you were 50 or more miles away from your job prior to your move?

10. Have any household employees that you paid during 2015? Amount paid $____________ (does not include weekend-type babysitters)

11. Contribute to an IRA, SEP, Keough, Roth or Simple retirement plan on your own? (not 401k or 403b plan)

12. Pay for Child or Dependent Care? /…Provide sheet with name, address, SS or EIN#, and amount paid for each child.

Preschools, too.

13. Have College education expenses for yourself, spouse or your dependents? Provide Form 1098T or student college statement.

14. Pay Interest on Higher Education Loans? …Provide Interest paid amount $__________________

15. Pay for any Teacher/Educator expenses for your classroom books or supplies?….Amount $____________.

16. Cash in any US Bonds to pay for college education expense for yourself, spouse or dependents?

17. Are you claimed as a Dependent on Anyone Else’s Tax Return? Yes/No

(If you are age 18-24 and college student, you most likely are a dependent)

18. Have any Births, Deaths, Marriage, or Divorce in 2015?

19. Make any Health Savings Account contributions or distributions? Provide HSA forms.

20. Have distributions from qualified tuition savings plans? Provide 1099-Qs.

21. Receive payments from a Long Term Care contract? Provide 1099-LTCs.

22. Use a vehicle in your business? Do you have written records to validate business use? Yes / No.

23. Purchase/or Sell a home in 2015? Provide Closing Statement.

24. Did you have Health Insurance through ObamaCare?..If so, Did you bring in Form 1095-A sent to you from the Insurance Marketplace?

25. Pay Federal and/or State Quarterly Estimated Tax Pymts for 2015? Provide sheet with amounts paid and when.

26. PAY RENT in 2015? $____________ Heat included?... Yes/No….. Provide Rent Certificate for Homestead Credit if income <$24,680.

27. Purchase any products Out of State or on the Internet, for use in WI that you did not pay Sales Tax on? …$_____________

28. If you get a Refund, do you want Direct Deposit? …../..Provide a Cancelled Check or a Deposit slip. Or Fill in Below:

Name of Bank_______________________ Routing #_________________ Checking Acct# _______________or Savings Acct ___________________

2015 Tax Client Organizer Template Page 2

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