Tax Service Organizer Template For 2014 Personal Taxes
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Tax Organizer For Tax Year 2014
Tax Service Organizer
2014 Personal Taxes
Taxpayer name
Social Security #
Occupation
Date of birth
Phone number(s)
Email addresses
Spouse name
Social Security #
Occupation
Date of birth
Mailing address
Children under age 19 (or under 24 if a full time student): Additional space on back.
Child’s Name:
SS#:
D.O.B:
Please check all that apply to you:
_____Bank interest
_____Pension income
_____Dividends
_____Alimony
_____Self-employment
_____Capital gains
_____Social security income
_____Unemployment
_____Misc. Income
_____State refund from last year
_____Homeowner
_____Renter
_____IRA contributions
_____Student loan interest paid
_____Business expenses
_____Educational expenses
_____Child care expenses
_____Gambling winnings
Questions:
Marital Status or Address Change in 2014?
Yes ( ) No ( )
Filing Status at 12/31/2014?
Circle one >> Single Married ( Filing Jointly ) Other
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Parent category: Financial