INCOME TAX ORGANIZER
Taxpayer Name ______________________________ Nickname ___________
Soc. Sec. # ____-___-_______ Birthdate ___/___/_____ Occupation___________
Spouse Name _________________________________ Nickname ___________
Soc. Sec. # ____-___-_______ Birthdate ___/___/_____ Occupation___________
ADDRESS _________________________________________________________
________________________________________ ZIP _____________
Filing Status? Single Head of Household Married-Joint Married-Separate
Home Phone ( ___ ) ____________ Fax Number ( ___ ) _____________________
Taxpayer Work Phone ( ___ ) __________ ( )*Mobile Phone ( ___ ) __________
Spouse Work Phone ( ___ ) ___________ ( )*Mobile Phone ( ___ ) __________
*Indicate with a check, which mobile phone above has texting capabilities
E-Mail Address (Please print in ALL CAPS) _______________________________
Alternate E-mail address_______________________________________________
CHILDREN AND OTHER DEPENDENTS
1 2 3
Name __________________ _________________ __________________
Birthdate ______/______/_____ ______/______/____ ____/______/_______
Relationship __________________ _________________ __________________
Soc. Sec. No. __________________ _________________ __________________
Number of months lived with you in 2012:
__________________ _________________ __________________
................
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