Microsoft Word - 12-New Client Organizer 2020.doc



Email: pat@ Web: Phone: 816-744-0199Cell:816-517-61292654300102287ORGANIZERFor Your Income Tax Return Information For Tax Year 2020Taxpayer InformationPersonal InformationFirst nameInitialLast nameSocial Security NumberTaxpayer SpouseStreet AddressApt. NumberCityStateZip CodeCountyForeign Country/Province HomeBusinessFaxTaxpayer Telephone()()()Spouse Telephone()()( ) E-Mail Address X if you want your tax return mailed to a different address. (Provide details on a continuation sheet.) X if you authorize taxing authority to discuss return with paid preparer......Federal. . . State. . . Filing Status - Form 1040 - U.S. Citizen or Resident AlienIndicate X for marital status at 12/31: Single Married, filing jointly Married, filing separately Head of household (Unmarried and providing more than half the cost of a home for adependent or unmarried child) Widow (widower), as of 2018 or later, who maintained a home as the principal place ofresidence for a dependent child, stepchild, adopted child or foster child If nonresident alien spouse, check here Head of HouseholdIndicate the name of the qualifying child who is not a dependent Social security number of qualifying child GeneralTaxpayerSpouseOccupation………………………………… Date of birth………………… …………….…………… / / / / Disabilities……………………Blind Deaf OtherBlind Deaf Other Contribute to Presidential Campaign FundYes No …………….Yes No Date of death / / Information for Direct Deposit of Refund (attach a voided check)…………….….. / / Routing number (should be 9 digits). Note if you would like to direct your refund into more than oneAccount number account (3 max), provide information on continuation sheet.Account type: Refunds will be deposited into your checking account. For savings account deposit mark.. Driver’s License InformationTaxpayerSpouseState of Issuance……………………………… Driver’s License Number……………………… Issuance Date……………………………………. / / / / Expiration Date………………………………….. / / / / DependentsDependent InformationIn general, individuals may not be claimed as a dependent, unless:they were a U.S. citizen or a U.S. legal resident, andyou provided over half of their total support in 2020, andthey had gross income of less than $4,300 and was your qualifying relative, or, the individual was your child andYour child was under age 19 at the end of 2020, orYour child was under age 24 at the end of 2020 and was a student for any 5 months.A= Indicate: T=Taxpayer, S=Spouse, J-JointC= No. of months lived in your home in 2020, or B=born, D=died B= Dependency relationship (child, grandchild, etc.)D= Child care expenses incurred & paid in 2020 (prior to age 13)AFirst NameLast NameSoc Sec No.Date of BirthBCDMiscellaneous InformationIndicate: X if child can be claimed as a dependent on another’s return Computation of Tax for Children and/or DependentsAttach any W2s reporting wages earned by your children and/or dependents. Attach any 1099s received by your children and/or dependents.Make a note of any taxable income received by your children and/or dependents where 1099s were not issued.If your children and/or dependents filed a 2019 tax return, please provide a copy (if not already provided).INCOMEAttach the following forms and information as applicable1W-2s21099s for Dividends, Interest, and SalesNote: If any sales are reported, we will need dates purchased and cost basis31099s for Social Security, Retirement Distributions, State Refunds, Misc. Income, Gambling Winnings, Distributions from Qualified Education Programs, etc. Please also make note of any taxable income where 1099s were not received, such as alimony.4Business income and expenses (attach summary)5Rental income and expenses (attach summary)6Schedule K-1s from partnerships, estates and trusts, or S corporations7Copy of 2019 Federal and State Income Tax Returns (if not already provided)8Return signed Engagement LetterADJUSTMENTS TO INCOME9Traditional IRA Contributions for 2020 (must be made by April 15, 2021):Check if you want usActual Amount to calculate maximum allowableyou contributedTaxpayer: Spouse: 10Roth IRA Contributions for 2020 (must be made by April 15, 2021):Check if you want usActual Amount to calculate maximum allowableyou contributedTaxpayer: Spouse: 11SEP/Simple, Etc., Plan Contributions (must be made by extended due date of Tax Return):Check if you want usActual Amount to calculate maximum allowableyou contributedADJUSTMENTS TO INCOME (continued)12Tuition for College Education (attach Form 1098-T):For Whom: Amount: For Whom: Amount: 13Alimony paid/received: $ Recipient’s Soc. Security No.: (Alimony taxable/deductible only for pre-2019 divorce settlements, i.e. prior to the repeal of alimony rules.)14Student Loan Interest Paid: $ (attach Form 1098-E)15Penalty for Early Withdrawal of Saving: $ 16Teacher’s Unreimbursed Classroom Expenses (max. $250): $ ITEMIZED DEDUCTIONS / CREDITSMEDICAL & DENTALAMOUNTCHARITABLE CONTRIBUTIONSMedicines and Prescription DrugsCash or Check Contributions:AMOUNTDoctors, Dentists, Nurses, HospitalsChurch/TempleEyeglasses/Contact LensesUnited WayHearing Aids/BatteriesRed CrossOther Medical ExpensesCancer/Heart FundOther Medical ExpensesBoy/Girl ScoutsMedical Insurance PremiumsOtherLong Term Care Ins. Premium-TaxpayerOtherLong Term Care Ins. Premium-SpouseOtherMiles Driven to Dr/Dentist/Hospital/Rx/Etcmi.Other Than Cash: clothing, furniture,...VALUEGoodwillTAXES YOU PAIDAMOUNTSalvation ArmyReal Estate Taxes on Home *OtherTaxes on Unimproved R.E. (land)OtherPersonal Property Taxes (boat, RV, etc)OtherAuto License(s); # of autos; TOTALCharitable Travel:mi.Estimated Taxes Paid:AZ School Tax Credit – public school1st Qtr2nd Qtr3rd Qtr4th Qtr-- attach receiptsFed: Amount: $$$$AZ School Tax Credit – private schoolDate Pd:-- attach receiptsState: Amount: $$$$AZ Charitable &/or Foster Care CreditsDate Pd:-- attach receiptsINTEREST YOU PAIDAMOUNTMISCELLANEOUS DEDUCTIONSAMOUNTHome Mortgage1st Loan *Unreimbursed Employee Business Expense:Attach detailHome Mortgage2nd Loan *Union and Professional DuesHome Mortgage3rd Loan *Automobile (if used for job):* Attach Form 1098-mortgage statementAuto Mileage TOTALmi.Auto Mileage Businessmi.Home Mortgage Points Paid:Auto Mileage Commutingmi.(A) For purchase or improvementsAuto Expenses (gas, oil, insurance, etc.)(B) For refinanceAuto Loan Interest(1) length of loan (loan term)yrs.Auto Lease PaymentsAttach closing escrow statement for purchase, sales, or refinanceCost of AutoDate PurchasedJob Seeking CostsInvestment Interest (margin interest)Tax Return Preparation Fees paid in 2020Investment Expense, Management Fees, etc.CHILD CARE CREDITSAMOUNT(only if paid with funds outside of retirement accounts)Total child care expenses paidSafe Deposit BoxGambling Losses-only to extent of winningsChild Care Organization’s/Person’s Information:Other(A) Name:Other(B) Address:(C) Tax ID No./Soc. Sec. No.:NOTE MISCELLANEOUS DEDUCTIONS ARE NO LONGER DEDUCTIBLE FOR YOUR FEDERAL TAX RETURN. HOWEVER, THEY MAY BE DEDUCTIBLE FORCERTAIN STATE RETURNS (Not AZ).Miscellaneous QuestionsIf we do not have copies of your Federal and State income tax returns for 2019 please include them with this Organizer.Indicate X if:You would like to file your tax return electronically. (See E-File authorization/Opt-out form) You would like to Opt-Out of electronic filing (See E-File authorization/Opt-out form) You would like to have any overpayment of federal/state tax applied to your 2021 estimated tax….. During 2020, you received any notices or settled any examinations concerning your prioryears’ Federal, State, Local, or Foreign tax returns. If so, attach copies of notices You or your spouse made any gifts (not charitable contributions) in excess of $15,000 toany one donee during the year. If so, provide details on a continuation sheet You or your spouse made any gifts in trust for any amount If so, provide a copy of the trust instrument and provide details on a continuation sheet.You received grants of stock options from your employer or disposed of any stockacquired under a qualified employee stock purchase plan If so, provide details on a continuation sheet and copies of documentation.You exercised any stock options during 2020. If so, provide details on a continuation sheet You disposed of any corporate bonds for which you paid other than the principalamount (i.e., discount or premium). If so, provide details on a continuation sheet You loaned money for an interest rate less than the market rate of interest If so, provide details on a continuation sheet.You received any payments from a pension or profit-sharing plan this year or expect toreceive next year If so, provide details on a continuation sheet and attach statements from the plan.You received a Form 1099-DIV that includes dividends you received as a nominee; that is,in your name, but the dividends actually belong to someone else. If so, please provide details… You had income from rental property that is not listed elsewhere in this organizer If so, please provide details of income, expenses, and the acquisition dates and cost of the property and any equipment, furniture, fixtures, and appliances.In 2020, you purchased a new alternative-powered vehicle (e.g. hybrid-fuel, fuel-cell, advancedlean burn diesel vehicle) that was not intended for resale. If so, please provide details You had a foreign bank account, securities account or signature authority over such anaccount at any time during 2020. If so, provide details on a continuation sheet You paid household employee wages of $2,200 or more or withheld federal income taxin 2020. If so, provide details on the continuation sheet Miscellaneous Questions (continued)You sold your primary and/or secondary residence in 2020. If so, please attach copies of closingstatements from the original purchase and from the sale You purchased a primary and/or secondary residence in 2020. If so, please attach copies of closing statements from the purchase You refinanced a mortgage during 2020. If so, please attach copies of the closing statement andterms of the new mortgage You made energy efficiency improvements to a home. If so, please provide details You incurred any non-business bad debts If so, provide the following details on a continuation sheet:A description of the debt, including the amount and the date it became due,The name of the debtor, and any business or family relationship between you and the debtor,The efforts you made to collect the debt, andWhy you decided the debt was worthlessYou have written substantiation for all business expenses You should keep the following in a safe place:Date, place, and amount of expenseActual receipts for expenses in excess of $75Name and business affiliation of persons involvedBusiness purpose of expenseDocumentation of the business discussedReceipts for hotel, airline, and other travel expenseYou paid mortgage interest on a loan where the proceeds were not used to buy, buildor improve your new home You received a corrective distribution from a deferred compensation plan such as a401(k) plan. If so, please provide related documents and details If you received compensation (either in the form of wages, payment for services, or from ‘mining’)in the form of Virtual Currency during 2020 provide detail on continuation sheet If you sold or exchanged Virtual Currency during 2020, provide detail of fair market value andbasis information of Virtual Currency on continuation sheet During 2020, did you make payments or pay wages using Virtual Currency to an independentcontractor, employee or other service provider? If yes, provide details on continuation sheet….. Enter the amount of COVID19 economic stimulus payment received and attach IRS notice.If no payment was received, enter N/A CONTINUATION SHEETPage ReferenceNotes ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download