Tax Organizer
Name:
EMail Address:
Other Income
Taxpayer
Spouse
1.
Taxable refunds of state and local income taxes
2.
Alimony received
3.
Business income or (loss) - Schedule C
Use Self-Employment Form
4.
Other gains or (losses) - Form 4797
5.
Total IRA distributions
Use Pension and IRA Sheet
6.
Total pensions and annuities
Use Pension and IRA Sheet
7.
Rent and royalties, trusts,S corporations,
partnerships - Schedule E
Use Rental Income Sheet
Use Partnership Sheet
8.
Farm income or (loss) - Schedule F
9.
Unemployment compensation
10.
Total social security benefits
11.
All other income - not provided for above
12.
Tips
13.
Child care taxable benefits
14.
Prizes (1099-Misc)
15.
Scholarships and fellowships
Adjustment to Income
1.
Your IRA deduction
2.
Spouse’s IRA deduction
3.
Moving expenses
4.
Keogh retirement plan and self-employment SEP deduction
5.
Penalty on early withdrawal of savings
6.
Alimony paid
