Janel C. Borne, CPA

J. Borne, CPA, LLC
(941) 795-8776 (Office) • (941) 592-5498 (Cell)

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Tax Organizer

Use this tax organizer as a guide to help you collect all forms and information we will need in order to accurately and efficiently prepare your income taxes.

If you prefer, you may download a PDF of this form so you can fill it out and print.

You might also require our Self-Employment Worksheet or our Rental Worksheet.

Income

Wages, Salaries, and Tips
  Employer Name Amount
  Attach
Forms
W-2
 
 
 
 
Interest Income
  Payer Name Amount
  Attach
Forms
1099-INT
 
 
 
 
Dividend Income
  Payer Name Amount
  Attach
Forms
1099-DIV
 
 
 
 
Pensions, IRA, and Gambling Income
  Payer Name Amount
  Attach Forms
1099-R
and
W-2G
 
 
 
 
Winnings not reported on W-2G $
Total gambling losses $
Other Government Forms - Income
  Income Type Amount
Form 1099-B
Sale of stock (also include transaction history)
Attach
Forms
1099
Form 1099-MISC
Miscellaneous Income
Form 1099-K
Merchant card and 3rd party network payments
Form 1099-S
Sales of real estate (also include closing statements)
 
Taxpayer:
Form SSA-1099
Social Security benfits
Attach Forms 1099
Form 1099-G
State tax refunds
 
Spouse:
Form SSA-1099
Social Security benfits
Attach Forms 1099
Form 1099-G
Unemployment compensation
Miscellaneous Income
  Income Type Amount
Taxpayer: Alimony received $
Spouse: Alimony received $
Other: $

Deductions and Credits

Retirement Plan Contributions
  Contribution Type Amount
Taxpayer:
Traditional IRA contributions (1 max) $
Roth IRA contributions (1 max) $
Self-employed, SEP, SIMPLE, & qualified plan contributions (1 max) $
 
Spouse:
Traditional IRA contributions (1 max) $
Roth IRA contributions (1 max) $
Self-employed, SEP, SIMPLE, & qualified plan contributions (1 max) $
Other Government Deduction Forms
  Deduction Type Amount
Form 1098-E
Student loan interest
Attach
Forms
1098
Form 1098-T
Tuition and related expenses
Adjustments to Income
  Adjustment Type Amount
Taxpayer:
Self-employed health insurance premiums $
Educator expenses $
Alimony paid
Recipient name & SSN:
$
Other: $
Other: $
 
Spouse:
Self-employed health insurance premiums $
Educator expenses $
Alimony paid
Recipient name & SSN:
$
Other: $
Other: $
Medical and Dental Expenses
  Expense Type Amount
Prescription medicines and drugs $
Doctors, dentists and nurses $
Hospitals and nursing homes $
Insurance premiums $
Long-term care premiums - taxpayer $
Long-term care premiums - spouse $
Insurance reimbursement $
Out-of-pocket lodging and transportation expenses $
Number of medical miles $
Other: $
Other: $
Taxes Paid
  Payment Type Amount
State income taxes:
January payment on previous year state estimate $
Paid with previous year state extension $
Paid with previous year state return $
Paid for prior years and/or to other states $
City/local income taxes:
January payment on previous year city/local estimate $
Paid with previous year city/local extension $
Paid with previous year city/local return $
Sales taxes:
State and local sales taxes (except autos and special items) $
Sales tax on autos not included above $
Sales taxes paid on boats, aircraft, and other special items. $
Use taxes:
Use taxes paid on tax year purchases $
Use taxes paid on previous year return $
Real estate taxes:
Principal Residence $
Property held for investment $
Other taxes:
Foreign income taxes $
Personal property taxes (including automobile fees in some states) $
Interest Paid
  Payment Type Amount
Home mortgage interest and points paid:
  Attach Forms 1098
 
Home mortgage interest not on Form 1098 (include name, SSN, & address of payee):
  $
  $
Points not reported on Form 1098:
  $
  $
Investment interest (interest on margin accounts):
  $
  $
Other interest:
Mortgage insurance premiums on post 12/31/06 contracts $
Passive interest $
Contributions
  Contribution Type Amount
Cash Contributions: NOTE: No deduction is allowed for contributions of clothing and household items that are not in good used condition or better, in addition, a deduction for any item with minimal monetary value may be denied.
Information Needed: Donee ID, organization, full address, property description, original cost, date acquired, date contributed, fair market value at time of donation.
  $
  $
Volunteer Contributions:
Volunteer expenses (out-of-pocket): $
Number of charitable miles: $
Non-Cash Contributions: NOTE: No deduction is allowed for contributions of clothing and household items that are not in good used condition or better, in addition, a deduction for any item with minimal monetary value may be denied.
Information Needed: Donee ID, organization, full address, property description, original cost, date acquired, date contributed, fair market value at time of donation.
  $
  $
Miscellaneous Deductions
  Deduction Type Amount
Union and professional dues $
Tax return preparation fee $
Safe deposit box rental $
Investment expenses $
Estate tax, section 691(c) $
Unreimbursed employee expenses: $
Other: $
Other: $

Miscellaneous Questions

If any of the following items pertain to you or your spouse, please check the appropriate box and provide additional information if necessary.

Miscellaneous Questions
    Taxpayer   Spouse
  Yes No   Yes No
Did your marital status change during the year?    
Did your address change during the year?    
Could you be claimed as a dependent on another person's tax return?    
Were there any changes in dependents?    
Did you receive unreported tip income of $20 or more in any month?    
Did you receive any disability income?    
Did you buy or sell any stocks, bonds or other investment property?    
Did you purchase, sell, or refinance your principal home or second home, or did you take a home equity loan?    
Did you make any residential energy-efficient improvements or purchases involving solar, wind, geothermal or fuel cell energy sources?    
Did you receive a distribution from or make a contribution to a retirement plan (401(k), IRA, etc.)?    
Did you transfer or rollover any amount from one retirement plan to another?    
Did you convert part or all of your traditional/SEP/SIMPLE IRA to a Roth IRA?    
Did you, your spouse, or a dependent incur any tuition expenses that are required to attend a college, university, or vocational school?    
Did you use your car on the job (other than to and from work)?    
Was your home rented out or used for business?    
Were you notified or audited by either the IRS or the State taxing agency?    

Quick Contact

Phone: (941) 795-8776

Cell: (941) 592-5498

Mail: PO Box 14512
Bradenton, FL 34280