Taxpayer Information
First Name (*)
You must enter your first name.
Middle Initial
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Last Name (*)
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Suffix
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Social Security (*)
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Birth Date (*)
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Email Address (*)
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Occupation (*)
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Work Phone
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Cell Phone
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Home Phone (*)
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Home Fax Number
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City (*)
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State (*)
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Zipcode (*)
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Spouse Information
Spouse First Name
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Spouse Middle Inital
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Spouse Last Name
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Spouse Suffix
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Spouse Social Security
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Spouse Birth Date
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Spouse Occupation
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Spouse Work Phone
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Spouse Cell Phone
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Spouse Email Address
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1st Dependent Information
1st Dependent's First Name
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1st Dependent's Middle Initial
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1st Dependent's Last Name
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1st Dependent's Suffix
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1st Dependent's Social Security
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1st Dependent's Birthdate
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Relationship to 1st Dependent
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Months Lived w/ Taxpayer
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Dependent Expense
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2nd Dependent Information
2nd Dependent's First Name
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2nd Dependent's Middle Inital
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2nd Dependent's Last Name
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2nd Dependent's Suffix
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2nd Dependent's Social Security
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2nd Dependent's Birthdate
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Relationship to 2nd Dependent
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Months Lived withTaxpayer
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2nd Dependent's Expense
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3rd Dependent's Information
3rd Dependent's First Name
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3rd Dependent's Middle Initial
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3rd Dependent's Last Name
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3rd Dependent's Suffix
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3rd Dependent's Social Security
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3rd Dependent's Birthdate
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Relationship to 3rd Dependent
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Months Lived with Taxpayer
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3rd Dependent's Expense
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Other Dependents
If you have other dependents, please list their information in the following text box.
Other Dependent Information
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Child and Dependent Care Provider Expenses
Please enter your dependent care provider expenses here. For each provider, please list their name, address, ID Number and amount paid to them.
Dependent Care Provider Expenses
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Education Tuition and Fees
Please enter the complete name and social security number of the student(s). If you enter information here, please remember to fax us or upload all Form 1098-Ts and a list of your qualified education expenses.
Education Expense
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Student Loan Interest Paid
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Business Income and Expenses
IF you have business, rental or farm income and expenses, please make sure you include those documents in your fax or upload . Also include a list of all new equipment acquired this year, including date of purchase and cost.
Retirement Plan Contributions
If you made any contributions to any of the following retirement vehicles listed below, please indicate the amount contributed.
Traditional IRA contributions made for 2008
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Roth IRA contributions made for 2008
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SEP, KEogh, Individual 401(k) or SIMPLE contributions for 2008
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Medical and Dental Expenses
If you have any of the following expenses, please enter the amount spent on the specific medical or dental expense.
Prescription Medication
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Health Insurance Premiums
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Doctors, Dentists, etc.
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Hospitals, Clincs, etc.
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Eyeglasses and Contack Lenses
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Miles driven for medical purposes
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Other Medical and Dental expenses
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Taxes
If you paid any of the following taxes, please enter the amount of tax paid below.
Real estate taxes padi on principal residence
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Real estate taxes paid on additional homes or land
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Auto license registration fees based on the value of the vehicle
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Other personal property taxes
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Interest Expenses
Please enter the amount of interest you paid in 2008.
Home Mortgage Interest (Attache Form(s) 1098
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Points paid on loan to buy, build or imporve main home
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Charity Contributions
Please enter your 2008 charity contributions below.
Cash/Check/Credit Contributions
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Noncash Charitable Contributions
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Please upload or fax all receipts with details listing the following information: Donee, donee address, description of donation, date acquired and date contributed, your cost, value at time of donation, and how you acquired the property.
Miscellaneous Deductions
Please enter the amount of any of the following miscellaneous deductions.
Union and professional dues
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Professional subscriptions, books, supplies
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Uniforms and protective clothing (including cleaning)
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Job search costs
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Taxpayer educator expenses
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Spouse educator expenses
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Tax return preparation fees
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Safe deposit box rental
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Gambling losses (to the extent of gambling income)
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Other Expenses (list)
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Did you make energy-efficent improvements to your home or purchase an energy saving property during 2008? (*)
Yes No
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Did you purchase a motor vehicle or boat during 2008? (*)
Yes No
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Did you purchase a hybrid vehicle in 2008? (*)
Yes No
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Did you donate a vehicle in 2008? (If yes, please upload or fax Form 1098C) (*)
Yes No
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What was the sales tax rate in your locality in 2008? (Indicate State)
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Did your marital satus change during 2008? (*)
Yes No
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Were you or your spouse permanently and totally disabled in 2008? (*)
Yes No
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Do you have dependents who must file? (*)
Yes No
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Do you have children under age 18 with investment income greater than $1,700? (*)
Yes No
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Did you provide over half the support for any other person during 2007? (*)
Yes No
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Did you incur adoption expenses during 2007 (*)
Yes No
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Did you receive a total distribution from an IRA or other qualified plan that was partially or totally rolled over into another IRA or qualified plan within 60 days of the distribution? (*)
Yes No
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Did you receive any disability payments in 2008? (*)
Yes No
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Did you receive tip income not reported to your employer (*)
Yes No
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Did you buy, sell or refinance a principal residence or other real property in 2008? (If yes, please upload or fax closing or escrow statements.) (*)
Yes No
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Did you incur any casualty or theft losses during 2008? (*)
Yes No
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Did you incur any non-business bad debts? (*)
Yes No
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Did you pay any individual for domestic services in 2008? (*)
Yes No
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Did you buy or sell any stocks or bonds in 2008? (*)
Yes No
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Did you use the proceeds from Series EE or I U.S. savings bond purchase after 1989 to pay for higher education expenses? (*)
Yes No
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Did you incur any moving expenses? (If yes, upload or fax details) (*)
Yes No
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Did you receive any income not included in this Tax Organizer? (If yes, upload or fax information) (*)
Yes No
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Do you expect your income and deductions in 2009 to be the same as 2008? (If No, upload or fax explanation of changes expected.) (*)
Yes No
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If you paid any alimony, enter recipient's SSN and amount of Alimony paid.
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Enter your state of residence.
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Enter your spouse's state of residence.
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Electronic Filing and Direct Deposit of Refund
If your tax return is eligible for Electronic Filing, would you like to file electronically? (*)
Yes No
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The IRS is able to deposit many refunds directly into taxpayers' accounts. If you receive a refund, would you like direct deposit? (*)
Yes No
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If YES, please provide a voided check (not a deposit slip) if your bank account information has changed.
Please enter the date and amount of any Federal, State or Local Estimated Tax Paid in 2008.
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Financial Information
Please upload any of the following documents that you may have:
W-2 (Wages, Salaries, Tips and Other Compenation)
Upload your financial & miscellaneous documents here.
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You can also fax your documents to us at 432-685-1114.
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Tax Organizer II