AccuVerify.com SAMPLE
|
|
|
- Bertina May
- 10 years ago
- Views:
Transcription
1
2 TAXABLE PENSION/ANNUITY AMOUNT: $0.00 RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E): $0.00 RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E) PER COMPUTER: $0.00 RENT/ROYALTY INCOME/LOSS PER COMPUTER: $0.00 ESTATE/TRUST INCOME/LOSS PER COMPUTER: $0.00 PARTNERSHIP/S-CORP INCOME/LOSS PER COMPUTER: $0.00 FARM INCOME OR LOSS (Schedule F): $0.00 FARM INCOME OR LOSS (Schedule F) PER COMPUTER: $0.00 UNEMPLOYMENT COMPENSATION: $0.00 TOTAL SOCIAL SECURITY BENEFITS: $0.00 TAXABLE SOCIAL SECURITY BENEFITS: $0.00 TAXABLE SOCIAL SECURITY BENEFITS PER COMPUTER: $0.00 OTHER INCOME: $0.00 SCHEDULE EIC SE INCOME PER COMPUTER: $0.00 SCHEDULE EIC EARNED INCOME PER COMPUTER: $0.00 SCH EIC DISQUALIFIED INC COMPUTER: $0.00 TOTAL INCOME: $0.00 TOTAL INCOME PER COMPUTER: $0.00 Adjustments to Income EDUCATOR EXPENSES: $0.00 EDUCATOR EXPENSES PER COMPUTER: $0.00 RESERVIST AND OTHER BUSINESS EXPENSE: $0.00 HEALTH SAVINGS ACCT DEDUCTION: $0.00 HEALTH SAVINGS ACCT DEDUCTION PER COMPTR: $0.00 MOVING EXPENSES: F3903: $0.00 SELF EMPLOYMENT TAX DEDUCTION: $0.00 SELF EMPLOYMENT TAX DEDUCTION PER COMPUTER: $0.00 KEOGH/SEP CONTRIBUTION DEDUCTION: $0.00 SELF-EMP HEALTH INS DEDUCTION: $0.00 EARLY WITHDRAWAL OF SAVINGS PENALTY: $0.00 ALIMONY PAID SSN: ALIMONY PAID: $0.00 IRA DEDUCTION: $0.00 IRA DEDUCTION PER COMPUTER: $0.00 STUDENT LOAN INTEREST DEDUCTION: $0.00 STUDENT LOAN INTEREST DEDUCTION PER COMPUTER: $0.00 TUITION AND FEES DEDUCTION: $0.00 TUITION AND FEES DEDUCTION PER COMPUTER: $0.00 JURY DUTY PAY DEDUCTION: $0.00 DOMESTIC PRODUCTION ACTIVITIES DEDUCTION: $0.00 OTHER ADJUSTMENTS: $0.00 ARCHER MSA DEDUCTION: $0.00 ARCHER MSA DEDUCTION PER COMPUTER: $0.00 TOTAL ADJUSTMENTS: $0.00 TOTAL ADJUSTMENTS PER COMPUTER: $0.00 ADJUSTED GROSS INCOME: $0.00 ADJUSTED GROSS INCOME PER COMPUTER: $0.00 Tax and Credits 65-OR-OVER: BLIND: SPOUSE 65-OR-OVER: SPOUSE BLIND: STANDARD DEDUCTION PER COMPUTER: $0.00 ADDITIONAL STANDARD DEDUCTION PER COMPUTER: $0.00
3 TAX TABLE INCOME PER COMPUTER: $0.00 EXEMPTION AMOUNT PER COMPUTER: $0.00 TAXABLE INCOME: $0.00 TAXABLE INCOME PER COMPUTER: $0.00 TOTAL POSITIVE INCOME PER COMPUTER: $0.00 TENTATIVE TAX: $0.00 TENTATIVE TAX PER COMPUTER: $0.00 FORM 8814 ADDITIONAL TAX AMOUNT: $0.00 TAX ON INCOME LESS SOC SEC INCOME PER COMPUTER: $0.00 FORM 6251 ALTERNATIVE MINIMUM TAX: $0.00 FORM 6251 ALTERNATIVE MINIMUM TAX PER COMPUTER: $0.00 FOREIGN TAX CREDIT: $0.00 FOREIGN TAX CREDIT PER COMPUTER: $0.00 FOREIGN INCOME EXCLUSION PER COMPUTER: $0.00 FOREIGN INCOME EXCLUSION TAX PER COMPUTER: $0.00 CHILD & DEPENDENT CARE CREDIT: $0.00 CHILD & DEPENDENT CARE CREDIT PER COMPUTER: $0.00 CREDIT FOR ELDERLY AND DISABLED: $0.00 CREDIT FOR ELDERLY AND DISABLED PER COMPUTER: $0.00 EDUCATION CREDIT: $0.00 EDUCATION CREDIT PER COMPUTER: $0.00 GROSS EDUCATION CREDIT PER COMPUTER: $0.00 RETIREMENT SAVINGS CNTRB CREDIT: $0.00 RETIREMENT SAVINGS CNTRB CREDIT PER COMPUTER: $0.00 PRIM RET SAV CNTRB: F8880 LN6A: $0.00 SEC RET SAV CNTRB: F8880 LN6B: $0.00 TOTAL RETIREMENT SAVINGS CONTRIBUTION: F8880 CMPTR: $0.00 RESIDENTIAL ENERGY CREDIT: $0.00 RESIDENTIAL ENERGY CREDIT PER COMPUTER: $0.00 CHILD TAX CREDIT: $0.00 CHILD TAX CREDIT PER COMPUTER: $0.00 ADOPTION CREDIT: F8839: $0.00 ADOPTION CREDIT PER COMPUTER: $0.00 FORM 8839 REFUND ADOPTION CREDIT AMOUNT: $0.00 DC 1ST TIME HOMEBUYERS CREDIT: $0.00 DC 1ST TIME HOMEBUYERS CREDIT PER COMPUTER: $0.00 FORM 8396 MORTGAGE CERTIFICATE CREDIT: $0.00 FORM 8396 MORTGAGE CERTIFICATE CREDIT PER COMPUTER: $0.00 F3800, F8801 AND OTHER CREDIT AMOUNT: $0.00 FORM 3800 GENERAL BUSINESS CREDITS: $0.00 FORM 3800 GENERAL BUSINESS CREDITS PER COMPUTER: $0.00 FORM 1040C CREDIT: $0.00 PRIOR YR MIN TAX CREDIT: F8801: $0.00 PRIOR YR MIN TAX CREDIT: F8801 PER COMPUTER: $0.00 F8834 ELECTRIC VEHICLE CREDIT AMOUNT: $0.00 F8936 ELECTRIC MOTOR VEHICLE CREDIT AMOUNT: $0.00 F8910 ALTERNATIVE MOTOR VEHICLE CREDIT AMOUNT: $0.00 OTHER CREDITS: $0.00 TOTAL CREDITS: $0.00 TOTAL CREDITS PER COMPUTER: $0.00 INCOME TAX AFTER CREDITS PER COMPUTER: $0.00 Other Taxes SE TAX: $0.00 SE TAX PER COMPUTER: $0.00 SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS: $0.00
4 SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS PER COMPUTER: $0.00 TAX ON QUALIFIED PLANS F5329 (PR): $0.00 TAX ON QUALIFIED PLANS F5329 PER COMPUTER: $0.00 IRAF TAX PER COMPUTER: $0.00 TP TAX FIGURES (REDUCED BY IRAF) PER COMPUTER: $0.00 IMF TOTAL TAX (REDUCED BY IRAF) PER COMPUTER: $0.00 ADVANCED EARNED INCOME CREDIT: $0.00 ADVANCED EARNED INCOME CREDIT AND OTHER EMPLOYMENT TAXES: $0.00 UNPAID FICA ON REPORTED TIPS: $0.00 FORM 4970 ACCUMULATION DISTRIBUTION OF TRUSTS: $0.00 RECAPTURE TAX: F8611: $0.00 HOUSEHOLD EMPLOYMENT TAXES: $0.00 HOUSEHOLD EMPLOYMENT TAXES PER COMPUTER: $0.00 RECAPTURE TAXES: $0.00 TOTAL ASSESSMENT PER COMPUTER: $0.00 TOTAL TAX LIABILITY TP FIGURES: $0.00 TOTAL TAX LIABILITY TP FIGURES PER COMPUTER: $0.00 Payments FEDERAL INCOME TAX WITHHELD: $0.00 COBRA PREMIUM SUBSIDY: $0.00 ESTIMATED TAX PAYMENTS: $0.00 MAKING WORK PAY AND GOV'T RET CREDIT: $0.00 MAKING WORK PAY AND GOV'T RET CREDIT PER COMPUTER: $0.00 MAKING WORK PAY AND GOV'T RET CREDIT VERIFIED: $0.00 REFUNDABLE EDUCATION CREDIT: $0.00 REFUNDABLE EDUCATION CREDIT PER COMPUTER: $0.00 REFUNDABLE EDUCATION CREDIT VERIFIED: $0.00 EARNED INCOME CREDIT: $0.00 EARNED INCOME CREDIT PER COMPUTER: $0.00 EARNED INCOME CREDIT NTAXABLE COMBAT PAY: $0.00 SCHEDULE M NTAXABLE COMBAT PAY: $0.00 FORM 8812 NTAXABLE COMBAT PAY: $0.00 EXCESS SOCIAL SECURITY & RRTA TAX WITHHELD: $0.00 TOT SS/MEDICARE WITHHELD: F8812: $0.00 FORM 8812 ADDITIONAL CHILD TAX CREDIT: $0.00 FORM 8812 ADDITIONAL CHILD TAX CREDIT PER COMPUTER: $0.00 FORM 8812 ADDITIONAL CHILD TAX CREDIT VERIFIED: $0.00 AMOUNT PAID WITH FORM 4868: $0.00 FORM 2439 REGULATED INVESTMENT COMPANY CREDIT: $0.00 FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS: $0.00 FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS PER COMPUTER: $0.00 HEALTH COVERAGE TX CR: F8885: $0.00 FORM 8801 REFUNDABLE CREDIT FOR PRIOR YEAR MIN. TAX: $0.00 FIRST TIME HOME BUYER CREDIT PER COMPUTER: $0.00 FIRST TIME HOME BUYER CREDIT: $0.00 FIRST TIME HOME BUYER CREDIT VERIFIED: $0.00 PRIMARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT: $0.00 SECONDARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT: $0.00 FORM 2439, 8801, and OTHER CREDIT TOTAL AMT: $0.00 TOTAL PAYMENTS: $0.00 TOTAL PAYMENTS PER COMPUTER: $0.00 Refund or Amount Owed REFUND AMOUNT: $0.00 APPLIED TO NEXT YEAR'S ESTIMATED TAX: $0.00
5 ESTIMATED TAX PENALTY: $0.00 TAX ON INCOME LESS STATE REFUND PER COMPUTER: $0.00 BAL DUE/OVER PYMT USING TP FIG PER COMPUTER: $0.00 BAL DUE/OVER PYMT USING COMPUTER FIGURES: $0.00 FORM 8888 TOTAL REFUND PER COMPUTER: $0.00 Third Party Designee THIRD PARTY DESIGNEE ID NUMBER: AUTHORIZATION INDICATOR: 1 THIRD PARTY DESIGNEE NAME: Schedule A--Itemized Deductions MEDICAL/DENTAL FIRST LAST MEDICAL AND DENTAL EXPENSES: $0.00 AGI PERCENTAGE LIMITATION PER COMPUTER: $0.00 NET MEDICAL DEDUCTION: $0.00 NET MEDICAL DEDUCTION PER COMPUTER: $0.00 TAXES PAID STATE AND LOCAL INCOME TAXES: $0.00 INCOME TAX OR GENERAL SALES TAX: Income Taxes REAL ESTATE TAXES: $0.00 NEW MOTOR VEHICLE TAXES: $0.00 OTHER TAXES AMOUNT: $0.00 SCH A TAX DEDUCTIONS: $0.00 SCH A TAX PER COMPUTER: $0.00 INTEREST PAID MORTGAGE INTEREST (FINANCIAL): $0.00 MORTGAGE INTEREST (INDIVIDUAL): $0.00 DEDUCTIBLE POINTS: $0.00 QUALIFIED MORTGAGE INSURANCE PREMIUMS: $0.00 DEDUCTIBLE INVESTMENT INTEREST: $0.00 TOTAL INTEREST DEDUCTION: $0.00 TOTAL INTEREST DEDUCTION PER COMPUTER: $0.00 CHARITABLE CONTRIBUTIONS CASH CONTRIBUTIONS: $0.00 OTHER THAN CASH: Form 8283: $0.00 CARRYOVER FROM PRIOR YEAR: $0.00 SCH A TOTAL CONTRIBUTIONS: $0.00 SCH A TOTAL CONTRIBUTIONS PER COMPUTER: $0.00 CASUALTY AND THEFT LOSS CASUALTY OR THEFT LOSS: $0.00 JOBS AND MISCELLANEOUS UNREIMBURSED EMPLOYEE EXPENSE AMOUNT: $0.00 TOTAL LIMITED MISC EXPENSES: $0.00 NET LIMITED MISC DEDUCTION: $0.00 NET LIMITED MISC DEDUCTION PER COMPUTER: $0.00 OTHER MISCELLANEOUS OTHER THAN GAMBLING AMOUNT: $0.00 OTHER MISC DEDUCTIONS: $0.00 TOTAL ITEMIZED DEDUCTIONS TOTAL ITEMIZED DEDUCTIONS: $0.00 TOTAL ITEMIZED DEDUCTIONS PER COMPUTER: $0.00 ELECT ITEMIZED DEDUCTION INDICATOR:
6 SCH A ITEMIZED PERCENTAGE PER COMPUTER: $0.00 Schedule D--Capital Gains and Losses SHORT TERM CAPITAL GAINS AND LOSSES TOTAL SHORT TERM-SALES PRICE: $0.00 NET SHORT-TERM GAIN/LOSS: $0.00 LONG TERM CAPITAL GAINS AND LOSSES TOTAL LONG-TERM SALES PRICE: $0.00 CAPITAL GAIN DISTRIBUTIONS (PR): $0.00 NET LONG-TERM GAIN/LOSS: $0.00 TAX COMPUTATION USING MAXIMUM CAPITAL GAINS RATES 28% RATE GAIN: $0.00 UNRECAPTURED SECT: 1250 GAIN: $0.00 SCH D 15% TAX CMPTR: $0.00 CAPITAL GAINS LESS INVEST INCOME PER COMPUTER: $0.00 CAP GAINS TENTATIVE AMT PER COMPUTER (1): $0.00 CAP GAINS TAX AMT PER COMPUTER (1): $0.00 CAP GAINS TENTATIVE AMT PER COMPUTER (2): $0.00 CAP GAINS TAX AMT PER COMPUTER (5): $0.00 CAP GAINS TAX AMT PER COMPUTER (6): $0.00 SCHEDULE D TAX PER COMPUTER: $0.00 Schedule E--Supplemental Income and Loss INCOME OR LOSS FROM RENTAL REAL ESTATE AND ROYALTIES PRSNL USE OF RENTAL VAC PROP: 2 TOTAL RENTS RECEIVED: $0.00 TOTAL ROYALTIES RECEIVED: $0.00 MORTGAGE INTEREST PAID: $0.00 TOTAL RENTAL EXPENSE DEDUCTION: $0.00 RENTAL DEPRECIATION EXP OR DEPLETION: $0.00 RENT & ROYALTY INCOME: $0.00 RENT & ROYALTY LOSSES: $0.00 REPAIRS EXPENSE COLUMN A: $0.00 REPAIRS EXPENSE COLUMN B: $0.00 REPAIRS EXPENSE COLUMN C: $0.00 INCOME OR LOSS FROM PARTNERSHIPS AND S CORPS PRTSHP/CORP PASSIVE INCOME: $0.00 PRTSHP/CORP NPASSIVE INCOME: $0.00 PRTSHP/CORP PASSIVE LOSS: $0.00 PRTSHP/CORP NPASSIVE LOSS: $0.00 PARTNERSHIP INCOME: $0.00 PARTNERSHIP LOSS: $0.00 INCOME OR LOSS FROM ESTATES AND TRUSTS ESTATE/TRUST PASSIVE INCOME: $0.00 ESTATE/TRUST PASSIVE LOSS: $0.00 ESTATE AND TRUST INCOME: $0.00 ESTATE AND TRUST LOSS: $0.00 PASSIVE LOSS T REPORTED ON F8582: SCH K1 ES PAYMENT INDICATOR: INCOME OR LOSS FROM REAL ESTATE MORTGAGE INVESTMENT CONDUITS REAL ESTATE MORTGAGE INCOME/LOSS: $0.00 SUMMARY NET FARM RENT INCOME/LOSS: $0.00 N N
7 GROSS FARMING & FISHING INCOME: $0.00 Form Foreign Tax Credit PART I TAXABLE INCOME OR LOSS FROM FOREIGN SOURCES GROSS FOREIGN SOURCE INCOME: $0.00 TOTAL APPLICABLE DEDUCTIONS/LOSSES: $0.00 TAXABLE FOREIGN SOURCE INCOME: $0.00 PART II FOREIGN TAXES PAID OR ACCRUED TOTAL FOREIGN TAX PAID/ACCRUED: $0.00 PART III FIGURING THE CREDIT TOTAL FOREIGN TAX AVAILABLE FOR CREDIT: $0.00 FOREIGN LOSS ADJUSTMENTS TO TAXABLE INCOME: $0.00 NET FOREIGN SOURCE TAXABLE INCOME: $0.00 MAX ALLOWABLE AMOUNT OF CREDIT: $0.00 GROSS FOREIGN TAX CREDIT: $0.00 PART IV SUMMARY INTERNATIONAL BOYCOTT CREDIT REDUCTION: $0.00 FOREIGN TAX CREDIT: $0.00 NUM OF ADDITIONAL F1116'S FILED: 0 Form Alternative Minimum Tax-Individuals MEDICAL AND DENTAL: $0.00 CERTAIN HOME MORTGAGE INTEREST: $0.00 INVESTMENT INTEREST EXPENSE: $0.00 DEPLETION: $0.00 NET OPERATING LOSS DEDUCTION: $0.00 TAX EXMT INT FROM PRIV ACT BONDS: $0.00 QUALIFIED SMALL BUSINESS STOCK: $0.00 INCENTIVE STOCK OPTIONS: $0.00 ESTATE/TRUST BENEFICIARIES: $0.00 ELECTING LARGE PARTNERSHIPS: $0.00 ADJUSTED GAIN OR LOSS: $0.00 DEPRECIATION OF PROPERTY: $0.00 PASSIVE ACTIVITY LOSS: $0.00 LOSS LIMITATIONS: $0.00 CIRCULATION COSTS: $0.00 LONG TERM CONTRACTS: $0.00 MINING COSTS: $0.00 RESEARCH AND EXPERIMENTAL COSTS: $0.00 INSTALLMENT SALES INCOME: $0.00 INTANGIBLE DRILLING COSTS: $0.00 OTHER: $0.00 ALT TAX NET OPERATING LOSS: $0.00 ALT MINIMUM TAX FOREIGN TAX CR: $0.00 Form Education Credits (Hope and Lifetime Learning Credits) PART III - ALLOWABLE EDUCATION CREDITS GROSS EDUCATION CR PER COMPUTER: $0.00 TOTAL EDUCATION CREDIT AMOUNT: $0.00 TOTAL EDUCATION CREDIT AMOUNT PER COMPUTER: $0.00 This Product Contains Sensitive Taxpayer Data
This Product Contains Sensitive Taxpayer Data
Tax Return Transcript Sample SSN Provided: 123-45-6789 Tax Period Ending: Dec. 31, 2011 This Product Contains Sensitive Taxpayer Data The following items reflect the amount as shown on the return (PR),
IRS Tax Account Analysis. Legacy Tax & Resolution Services, LLC. [email protected] 800-829-7483 Fax: 866-580-4844.
IRS Tax Account Analysis Legacy Tax & Resolution Services, LLC. [email protected] 800-829-7483 Fax: 866-580-4844 Prepared for: Taxpayer July 7, 2015 Report Presented By: Stephan H. Brewer, CPA,
Tax Return Transcript
Tax Return Transcript 432-35-1624 1040 2005 GODW Page 2 of 8 This Product Contains Sensitive Taxpayer Data Tax Return Transcript SS Provided: 432-xx-xxxx Tax Period Ending: Dec. 31, 2005 Request Date:
Denver Tax Group, LLC CHADWICK ELLIOTT 1888 Sherman Street SUITE 650 DENVER, CO 80203 (0) Organizer Mailing Slip
Denver Tax Group, LLC CHADWICK ELLIOTT Sherman Street SUITE 0 DENVER, CO 00, (0) Organizer Mailing Slip TAX ORGANIZER TO:, FROM: Denver Tax Group, LLC Sherman Street SUITE 0 DENVER CO 00 (0) -0 Enclosed
1040 U.S. Individual Income Tax Return 2013
F or Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 23 m OMB No. 55-7 IRS Use Only Do not write or staple in this space. For the year Jan. Dec. 3, 23, or other
The Planner s Guide to the 1040 Form!
The Planner s Guide to the 1040 Form! Unlocking the annuity and life insurance planning opportunities that other financial advisors are out of position to pursue. PLAN Noun - \plan\ Definition - A program
1040 U.S. Individual Income Tax Return 2015
Form Department of the Treasury - Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return 2015 OM. 1545-0074 For the year Jan. 1-Dec. 31, 2015, or other tax year beginning, 2015, ending, 20
Page 1 OLSON CPAs, PLLC CERTIFIED PUBLIC ACCOUNTANTS 2015 INCOME TAX ORGANIZER ********************************************************
Page 1 OLSON CPAs, PLLC CERTIFIED PUBLIC ACCOUNTANTS 2015 INCOME TAX ORGANIZER ******************************************************** Client Name: E-mail: Telephone: Day Evening NOTES: If we DID NOT
1040 U.S. Individual Income Tax Return 2015
Form Department of the Treasury - Internal Revenue Service (99) 040 U.S. Individual Income Tax Return OMB No. 545-0074 For the year Jan. -Dec. 3,, or other tax year beginning,, ending, 20 Your first name
Fleming, Tawfall & Company, P.C. 2015 Tax Questionnaire
Fleming, Tawfall & Company, P.C. 2015 Tax Questionnaire COMPLETION OF THIS TAX QUESTIONNAIRE, ALONG WITH YOUR SIGNATURE, IS MANDATORY FOR THE 2015 TAX SEASON. Date of Spouse s Date of Name Birth Name Birth
1040 US Tax Organizer
1040 US Please enter all pertinent information. If you have attached a government form for an item, check the box and do not enter a amount. WAGES, SALARIES AND TIPS Employer name: Amount 2011 Amount Attach
Income Tax Organizer
Income Tax Organizer This organizer will help you organize your tax information (and make sure that you don't miss important deductions). We hope you find it useful and informative! (This form was prepared
2011 INDIVIDUAL INCOME TAX QUESTIONNAIRE. Please explain or attach supporting documentation if you answer YES to any of the following questions.
INDIVIDUAL INCOME TAX QUESTIONNAIRE This questionnaire asks for pertinent information that is necessary for the preparation of your 2010 income tax returns. Your cooperation in completing the questionnaire
EVALUATING the Self-Employed Borrower
tax year EVALUATING the Self-Employed Borrower and other sources of income OUR ONLINE PROGRAM MAKES ANALYZING THE SELF-EMPLOYED BORROWER FASTER AND EASIER. AVAILABLE NOW FOR TAX YEAR 2014! GO TO WWW.MGIC.COM
BRIEF OVERVIEW OF PENNSYLVANIA PERSONAL INCOME TAX
CHAPTER 6: BRIEF OVERVIEW OF PENNSYLVANIA PERSONAL INCOME TAX TABLE OF CONTENTS I. OVERVIEW 2 II. TAX RATE...3 III. EIGHT CLASSES OF INCOME 3 A. Gross Compensation... 3 B. Interest... 4 C. Dividends...
Income, Gift, and Estate Tax Update
Income, Gift, and Estate Tax Update Individual Income Tax Rates p. 1 Phil Harris Department of Agricultural and Applied Economics University of Wisconsin-Madison Marriage Penalty Relief p. 1 Capital Gains
Sandberg Tax Service, LLC 1330 Flint Meadow Dr Kaysville, UT 84037. Organizer
Sandberg Tax Service, LLC 1330 Flint Meadow Dr Kaysville, UT 84037 Organizer Sandberg Tax Service, LLC 1330 Flint Meadow Dr Kaysville, UT 84037 Telephone: (801)928-9642 E-mail: [email protected] Taxpayer
Instructions for Form 1045
2015 Instructions for Form 1045 Application for Tentative Refund Department of the Treasury Internal Revenue Service General Instructions Future developments. For the latest information about developments
Calculations Not Supported in the 2015 TurboTax Individual Federal Tax Program
Calculations Not Supported in the 2015 TurboTax Individual Federal Tax Program Income Business (Schedules C, F, E, and K-1) Business (Schedule C) Business (Schedule E Rentals and Royalties) Business (Schedule
U.S. Income Tax Return for an S Corporation
Form 1120S U.S. Income Tax Return for an S Corporation Do not file this form unless the corporation has filed or is attaching Form 2553 to elect to be an S corporation. Information about Form 1120S and
Tax Return Questionnaire - 2013 Tax Year
Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire
2013 Income Tax Organizer
2013 Income Tax Organizer This tax organizer was designed to assist you in collecting information needed for your income tax return. Data from your year 2012 return has been reflected to remind you of
PEDRICK & COMPANY, LLC 103 CENTRAL AVENUE HINESVILLE, GA 31313. Organizer
PEDRICK & COMPANY, LLC 103 CENTRAL AVENUE HINESVILLE, GA 31313 Organizer 2013 Tax Organizer ORG0 This Tax Organizer is designed to help you collect and report the information needed to prepare your 2013
Instructions for Form 6251
2015 Instructions for Form 6251 Alternative Minimum Tax Individuals Department of the Treasury Internal Revenue Service Section references are to the Internal Revenue Code unless otherwise noted. General
CASE STUDY BORROWER. EVALUATING the Self-Employed Borrower. tax years 2015 and 2014 ABOUT JOHN AND GINNY BORROWER: JOHN IS A: GINNY IS AN:
EVALUATING the Self-Employed Borrower CASE STUDY BORROWER tax years 2015 and 2014 ABOUT JOHN AND GINNY BORROWER: ff Filed joint tax returns ff Married with no dependents ff Own three rental properties
2014 Tax Organizer. Thank you for taking the time to complete this Tax Organizer.
2014 Tax Organizer This Tax Organizer is designed to help you collect and report the information needed to prepare your 2014 income tax return. The attached worksheets cover income, deductions, and credits,
YOU MUST SIGN THE ATTACHED ENGAGEMENT AGREEMENT AND RETURN IT AT THE TIME OF YOUR APPOINTMENT OR WITH YOUR TAX RETURN DOCUMENTATION.
Bennett Accounting, LLC 624 W. Gurley St., Suite E Prescott, AZ 86305 (928) 445-1351 (928) 445-8135 FAX YOU MUST SIGN THE ATTACHED ENGAGEMENT AGREEMENT AND RETURN IT AT THE TIME OF YOUR APPOINTMENT OR
2014 1040 Questionnaire
2014 1040 Questionnaire Please check the appropriate box. Any YES answers require you to attach details and/or documentation! Personal Information YES NO Did your marital status change during the year?...
Instructions for Form 1045
2014 Instructions for Form 1045 Application for Tentative Refund Department of the Treasury Internal Revenue Service General Instructions Future developments. For the latest information about developments
Tax Return Questionnaire - 2015 Tax Year
SPECTRUM Spectrum Financial Resources LLP FINANCIAL 15021 Ventura Boulevard #341 310.963.4322 T RESOURCES Sherman Oaks, CA 91403 303.942.4322 F www.spectrum-cpa.com Tax Return Questionnaire - 2015 Tax
1040 U.S. Individual Income Tax Return 2015
Form - (99) 1040 U.S. Individual Tax Return For the year Jan. 1-Dec. 31,, or other tax year beginning,, ending, 20 Your first name and initial Last name If a joint return, spouse's first name and initial
Shareholder's Instructions for Schedule K-1 (Form 1120S)
2000 Department Shareholder's Instructions for Schedule K-1 (Form 1120S) Shareholder's Share of Income, Credits, Deductions, etc. (For Shareholder's Use Only) Section references are to the Internal Revenue
Answering Questions about Your Family s Income When Applying for Health Insurance
What You Need to Know about Health Insurance Applying for Health Insurance Answering Questions about Your Family s Income When Applying for Health Insurance About this fact sheet You may be able to get
3. If you received any interest from a "Seller Financed" mortgage, provide: Name and Address of Payer Social Security Number Amount
Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire
Tax Organizer. When possible, 2012 information is included for your reference. You do not need to make any 2012 entries.
Tax Organizer ORG0 This Tax Organizer is designed to help you collect and report the information needed to prepare your income tax return. The attached worksheets cover income, deductions, and credits,
Tax Return Questionnaire - 2014 Tax Year
Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire
Shareholder's Instructions for Schedule K-1 (Form 1120S)
2015 Shareholder's Instructions for Schedule K-1 (Form 1120S) Shareholder's Share of Income, Deductions, Credits, etc. (For Shareholder's Use Only) Department of the Treasury Internal Revenue Service Section
Client Tax Organizer If you have rental property or are self-employed, please request additional organizers.
Client Tax Organizer If you have rental property or are self-employed, please request additional organizers. 1. Personal Information Name Soc. Sec.. Date of Birth Occupation Work Phone Taxpayer Spouse
Social Security Number: Occupation: Email Address: Current Address (if not listed on W2 form or 1099 Taxpayer Name: Spouse Name: form):
For New Clients only - please submit with your forms and documentations TAX RETURN QUESTIONNAIRE - TAX YEAR 2014 Current Address (if not listed on W2 form or 1099 Taxpayer Name: Spouse Name: form): Phone
FULLER LANDAU LLP. Tax Return Questionnaire - 2014 Tax Year. Name and Address: Social Security Occupation Number:
FULLER LANDAU LLP Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return
Thank you for choosing our firm to prepare your income tax returns for tax year 2014. This letter confirms the services we will provide.
Deborah Wright Keystone Management Services, LLC P.O. Box 965564 Marietta, GA 30066 January 19, 2015 Dear Taxpayer, Thank you for choosing our firm to prepare your income tax returns for tax year 2014.
Below is a list of documents and information that will be important in completing your return.
G.D. Financial Services, Inc. 13400 Sabre Springs Parkway Suite #175 San Diego California 92128 Phone: 858.668.0776 Fax: 858.668.3016 Online: www.gdfsinc.com Your Complete Wealth Management & Income Tax
FYI Income 6 Part-Year Resident and Nonresident Individuals
Colorado Department of Revenue Taxpayer Service Division 01/11 FYI Income 6 Part-Year Resident and Nonresident Individuals HOW IS COLORADO RESIDENCY DETERMINED? A Colorado resident is a person who has
Questions. Please check the appropriate box and include all necessary details and documentation.
Questions Please check the appropriate box and include all necessary details and documentation. Yes No Personal Information Did your marital status change during the year? p p If yes, explain: Did you
1040 Review Guide: MARKETS ADVANCED. Using Your Clients 1040 to Identify Planning Opportunities
1040 Review Guide: Using Your Clients 1040 to Identify Planning Opportunities ADVANCED MARKETS Producers Guide to a 1040 Review At Transamerica, we re committed to providing you and your clients with the
D & L Business Services, LLC
D & L Business Services, LLC Tax Organizer ORG0 This Tax Organizer is designed to help you collect and report the information needed to prepare your income tax return. The attached worksheets cover income,
1420 n. CLAREMONT BLVD., SUITE 101-B TEL (909) 398-4737 CLAREMONT, CALIFORNIA 91711 FAX (909) 398-4733
1420 n. CLAREMONT BLVD., SUITE 101-B TEL (909) 398-4737 CLAREMONT, CALIFORNIA 91711 FAX (909) 398-4733 www.nicholscpas.com Email: [email protected] January 12, 2015 RE: 2014 Tax Returns It is hard to
CHAPTER 7 ACCOUNTING PERIODS AND METHODS AND DEPRECIATION
Solutions for Questions and Problems Chapter 7 159 CHAPTER 7 ACCOUNTING PERIODS AND METHODS AND DEPRECIATION Group 1 - Multiple Choice Questions 1. C (1/12 of $150,000) x 2 8. C (20% x $35,000) 16. D (Section
1999 Instructions for Schedule E, Supplemental Income and Loss
1999 Instructions for Schedule E, Supplemental Income Loss Use Schedule E (Form 1040) to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, residual
Tax Preparation by Robin G Wixom, LLC
Tax Preparation by Robin G Wixom, LLC 2015 TAX ORGANIZER Please fill out the following questionnaire and gather the applicable documents. If you choose to send the documents via e-mail, please encrypt
Client Tax Organizer
Client Tax Organizer Please complete this Organizer before your appointment. Prior year clients should use the proforms Organizer provided. 1. Personal Information Name Soc. Sec.. Date of Birth Occupation
Personal Information. Name Soc. Sec. No. Date of Birth Occupation Work Phone Taxpayer: Spouse: Street Address City State Zip
Paid to Taxpayer Paid to Spouse Client Tax Organizer Please complete this Organizer before your appointment. Prior year clients should use a personalized Organizer. To request a personalized Organizer,
- all the money you receive in a year - money from wages, tips, interest you earn, dividends, capital gains, etc.
4D Income Taxes there are 5 different categories Single You must be unmarried at the end of the year. Married filing jointly this is how most married people will file. Married filing separately occasionally,
TAX RETURNS AND BEYOND READING, UNDERSTANDING, AND USING VARIOUS TAX RETURNS
TAX RETURNS AND BEYOND READING, UNDERSTANDING, AND USING VARIOUS TAX RETURNS EDWIN W. DAVIS 8350 N. Central Expwy., Suite 1200 Dallas, Texas 75206 (214) 365-9007 taxfamilylaw.com State Bar of Texas 40
INCOME AND DEDUCTIBLE ITEMS, SUMMARY CHART
ICOME AD DEDUCTIBLE ITEMS, SUMMAR CHART otes: = ot included = Included = Adjusted Gross = Total Household Resources = Household (2011 and prior years only) Items Alimony received Awards, prizes (in excess
Please complete this Organizer before your appointment. Street Address City State ZIP Home Phone
Womack Tax Prep LLC Client Tax Organizer Please complete this Organizer before your appointment. 1. Personal Information Name Soc. Sec.. Date of Birth Occupation Work Phone Taxpayer Spouse Street Address
Part 4. Comprehensive Examples and Forms Example One: Active minister
Part 4. Comprehensive Examples and Forms Example One: Active minister te: This example is based on an illustrated example contained at the end of IRS Publication 517. Rev. John Michaels is the minister
Personal Information
General: 1040 Personal Information GENERAL INFORMATION Filing (Marital) status code (1 = Single, 2 = Married filing joint, 3 = Married filing separate, 4 = Head of household, 5 = Qualifying widow(er))
TAXSTAR INCOME TAX SERVICE 5-MINUTE TAX QUESTIONNAIRE
TAXSTAR INCOME TAX SERVICE 5-MINUTE TAX QUESTIONNAIRE INSTRUCTIONS The 5-Minute Tax Questionnaire is the simple way to collect and report the information needed for us to prepare your federal and state
Check One: Single Married Filing Joint Surviving Widow/Widower Married Filing Separately (enter spouse s name/ss No. Above) Dependents Name
Felix Guillot, EA, ABA, ATA Kendyl Guillot, ABA E-Tax, LLC 318-445-5564 etaxla.com [email protected] Tax Organizer Tax Year 2014 Name: Taxpayer SS No. Birthdate/ Spouse SS No. Birthdate/ Address: Telephone
Individual Items to Note (1040)
Items to Note Individual Items to Note (1040) This list provides details about how Lacerte converts the following 1040 calculated carryovers. General Limitations: All Spouse or Joint items will convert
Checklist of Documents and Information Needed to Prepare Your Tax Return
Checklist of Documents and Information Needed to Prepare Your Tax Return The following list covers the most common items needed to prepare your individual tax return, but it is not 100% inclusive. If you
Gleim CPA Review Updates to Regulation 2013 Edition, 1st Printing September 2013
Page 1 of 11 Gleim CPA Review Updates to Regulation 2013 Edition, 1st Printing September 2013 NOTE: Text that should be deleted is displayed with a line through the text. New text is shown with a blue
Client Tax Organizer
Client Tax Organizer Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided. 1. Personal Information Name Soc. Sec.. Date of Birth Occupation
General Information. Nonresident Step-by-Step Instructions
Illinois Department of Revenue Schedule NR IL-1040 Instructions 2014 General Information What is the purpose of Schedule NR? Schedule NR, Nonresident and Part-Year Resident Computation of Illinois Tax,
child's name here. box. and full name here. 110. 5 Qualifying widow(er) with dependent child l Boxes checked No. of children on 6c who: Dependents:
1 1040 Department of the Treasury - Internal Revenue Service (99) U.S. Individual Income Tax Return 2 14 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. For the year Jan. 1-Dec. 31,
Tax-Aide Free Tax Help
Tax-Aide Free Tax Help Kathie Saunders, Grants Pass Coordinator Volunteer Dorothy Yetter, Tax Preparer Volunteer NTTC - 2013 TRAINING 1 Today s Topics What is AARP Tax-Aide and who do we help Tax-Aide
2015 Savvy Year-End Tax Planning Thoughts & Ideas
2015 Savvy Year-End Tax Planning Thoughts & Ideas JONATHAN GASSMAN CFP, CPA/PFS November 11, 2015 2015 Tax Rates Ordinary Income Qualified Dividends & Long-Term Capital Gains 10% 15% 25% 28% 2015 Rates
OVERVIEW OF THE FEDERAL TAX SYSTEM AS IN EFFECT FOR 2012
OVERVIEW OF THE FEDERAL TAX SYSTEM AS IN EFFECT FOR 2012 Prepared by the Staff of the JOINT COMMITTEE ON TAXATION February 24, 2012 JCX-18-12 CONTENTS Page INTRODUCTION... 1 I. SUMMARY OF PRESENT-LAW FEDERAL
Information Organizer for 2014 Income Tax Returns
ACCUTEK SOLUTIONS Financial and Tax Solutions for Individuals and Businesses Information Organizer for 2014 Income Tax Returns It is that time of year again, let us help you! You may have noticed that
2014 Client Organizer Questionnaire
2014 Client Organizer Questionnaire NOTE: We cannot complete your 2014 personal income tax returns without these questions being answered and the last page being signed. Please check the appropriate box
General Information. Illinois Department of Revenue Schedule NR IL-1040 Instructions
Illinois Department of Revenue Schedule NR IL-1040 Instructions What is the purpose of Schedule NR? Schedule NR, Nonresident and Part-Year Resident Computation of Illinois Tax, allows you, a nonresident
Tax Withholding and Estimated Tax
Department of the Treasury Internal Revenue Service Publication 505 Cat. No. 15008E Tax Withholding and Estimated Tax For use in 2013 Get forms and other Information faster and easier by: Internet IRS.gov
Organizer FORREST FINANCIAL SERVICES L.L.C. 6611 UNIVERSITY AVE UNIT 201 DES MOINES, IA 50324 FFS
Organizer FORREST FINANCIAL SERVICES L.L.C. 6611 UNIVERSITY AVE UNIT 201 DES MOINES, IA 50324 FFS Tax Organizer ORG0 FFS This Tax Organizer is designed to help you collect and report the information needed
Partnership Form K 1. Purpose of the Form K 1. Basis Losses 7/8/2015
Partnership Form K 1 Kristy Maitre Tax Specialist Center for Agricultural Law and Taxation July 8, 2015 Purpose of the Form K 1 The partnership uses Schedule K 1 to report your share of the partnership's
ANALYSIS OF AMERICAN TAXPAYER RELIEF ACT OF 2012 (INCLUDING CALIFORNIA CONFORMITY)
ANALYSIS OF AMERICAN TAXPAYER RELIEF ACT OF 2012 (INCLUDING CALIFORNIA CONFORMITY) AMERICAN TAXPAYER RELIEF ACT OF 2012 In the wee hours of New Year s morning, the Senate passed the American Taxpayer Relief
Tax Preparation Checklist
Tax Preparation Checklist Being prepared for tax season could expedite your return and reduce your taxes. We have prepared a list of common items that are present with most returns. Taxpayer Checklist
INDIVIDUALS -- 2000 DEPARTMENT OF TAXATION -- STATE OF HAWAII
hawaii income patterns INDIVIDUALS -- 2000 DEPARTMENT OF TAXATION -- STATE OF HAWAII STATE OF HAWAII Benjamin J. Cayetano, Governor DEPARTMENT OF TAXATION Marie Y. Okamura, Director Grant B. Tanimoto,
IRS Instructions for Employee Copies of 2015 W-2 Forms
Notice to Employee IRS Instructions for Employee Copies of 2015 W-2 Forms Do you have to file? Refer to the Form 1040 Instructions to determine if you are required to file a tax return. Even if you do
INDIVIDUAL TAX ORGANIZER (FORM 1040)
Enclosed is an income tax data organizer that provide to tax clients to assist them in gathering the information necessary to prepare their individual income tax returns. The Internal Revenue Service (IRS)
Client Tax Organizer
1/2/2008 3:37:26 PM Client Tax Organizer For the year Jan. 1-Dec. 31, 20, or other tax year beginning, 20, ending, 20. Taxpayer Last Name First Name MI Soc. Sec.. Spouse Last Name First Name MI Soc. Sec..
Thomas James Hershewe, LLC 2028 CLAY STREET NORTH KANSAS CITY, MO 64116-3414. Organizer
Thomas James Hershewe, LLC 2028 CLAY STREET NORTH KANSAS CITY, MO 64116-3414 Organizer 2012 Tax Organizer OR0 This Tax Organizer is designed to help you collect and report the information needed to prepare
Questions. Please check the appropriate box and include all necessary details and documentation.
Questions Please check the appropriate box and include all necessary details and documentation. Yes No Personal Information Did your marital status change during the year? If yes, explain: Did your address
Bradshaw, Gordon & Clinkscales, LLC 630 E Washington St Ste B Greenville, SC 29601-2963 864-233-0590
Bradshaw, Gordon & Clinkscales, LLC 630 E Washington St Ste B Greenville, SC 29601-2963 864-233-0590, Dear client(s): Enclosed is your 2014 tax organizer to help you organize your tax information. Even
2013 Federal Income Tax Update with The American Taxpayer Relief Act of 2012
THE UNIVERSITY OF TENNESSEE 2013 SINGLETON B. WOLFE MEMORIAL TAX CONFERENCE OCTOBER 31, 2013 2013 Federal Income Tax Update with The American Taxpayer Relief Act of 2012 JOHN D. HOUSTON, CPA Certified
1135 E. Route 66, Suite 108 Glendora, CA 91740 626 852-2202
1135 E. Route 66, Suite 108 Glendora, CA 91740 626 852-2202 Dear Client: The Tax Organizer will assist you in collecting and reporting information necessary for us to properly prepare your income tax return.
Number, street, and room or suite no. If a P.O. box, see the instructions. City or town, state or province, country, and ZIP or foreign postal code
Form 1065 Department of the Treasury Internal Revenue Service A Principal business activity U.S. Return of Partnership Income For calendar year 2015, or tax year beginning, 2015, ending, 20. Information
*149980110000* $.00 x.20 = 2 $.00. Personal information Your social security number (SSN)
Government of the District of Columbia 2014 SCHEDULE H Homeowner and Renter Property Tax Credit Important: Read eligibility requirements before completing. Print in CAPITAL letters using black ink. Personal
Personal Information 3
Personal Information 3 Taxpayer: First Name and Initial Last Name Social Security Number Occupation Date of Birth (Mo/Da/Yr) Date of Death (Mo/Da/Yr) Spouse: First Name and Initial Last Name Social Security
SAMPLE INDIVIDUAL TAX ORGANIZER LETTER FORM 1040
SAMPLE INDIVIDUAL TAX ORGANIZER LETTER FORM 1040 Enclosed is an income tax data organizer that we provide to tax clients to assist them in gathering the information necessary to prepare their individual
Partner s Instructions for Schedule K-1 (Form 1065) Partner s Share of Income, Deductions, Credits, etc. (For Partner s Use Only)
2009 Partner s Instructions for Schedule K-1 (Form 1065) Partner s Share of Income, Deductions, Credits, etc. (For Partner s Use Only) Department of the Treasury Internal Revenue Service Section references
Susan & David Example
Personal Financial Analysis for Susan & David Example Asset Advisors Example, LLC A Registered Investment Advisor 2430 NW Professional Drive Corvallis, OR 97330 877-421-9815 www.moneytree.com IMPORTANT:
Miscellaneous Information
Miscellaneous Information Yes Yes No No General Information 1. Were there any changes to your filing status or number of dependents during? 2. Can you or your spouse be claimed as a dependent by someone
Counting Income for MAGI What Counts as Income
Counting Income for MAGI What Counts as Income Wages, salaries, tips, gratuities, bonuses, commissions (before taxes are taken out). Form(s) W 2. Alimony received Annuities Awards and Prizes (In addition
Tax Subsidies for Health Insurance An Issue Brief
Tax Subsidies for Health Insurance An Issue Brief Prepared by the Kaiser Family Foundation July 2008 Tax Subsidies for Health Insurance Most workers pay both federal and state taxes for wages paid to them
Tax Resolution Underwriting Worksheet
Tax Resolution Underwriting Worksheet Office: Tax Consultant: Date: Personal Information Spouse info Taxpayer's name DOB SSN Filing Status (SINGLE, JOINTLY, SEPARATELY) Address Home Phone Number Cell Phone