2016 Tax Organizer

Taxpayer Information
Taxpayer Spouse Information
Dependent Information

Fill out the following information for each of your dependents (just click "add another dependent" to add more dependents after you enter the information for your first dependent).

You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.

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Information About Your Income

You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
Residential Daycare Information
Business Use of Home Information

Please provide us with the following home expenses:

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Use this section to fill out the information for each business (you can add additional businesses at the bottom by clicking "Add Another Business").

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Provide the following information about the vehicle(s) you used (you can add more than one vehicle by clicking "Add Another Vehicle" at the bottom).

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Fill out the information about each farm (you can add additional farms by clicking "Add Another Farm" at the bottom of the page).

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Answer the following questions regarding each rental property/type of royalty (you can add additional rental properties by clicking "Add Another Rental Property" at the bottom of the page).

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Fill out the following information for each asset (you can additional assets by clicking "Add Another Asset")

Other Income:

Add information for each installment sale (you can additional sales by clicking "Add Another Installment Sale")
Please add the following information for each foreign account (you can add additional accounts using the "Add Another Account" link).
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
Provide the following information for each time you withdrew funds (to enter more than one, click "Add Another W/D").

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Adjustments to You and Your Spouse's Income

You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
Itemized Moving Expenses (to add more than one move, just click "Add Additional Move").

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Tax Deductions and Credits

Please provide the following information regarding each disaster area you lived in:
The IRS will allow you to deduct the portion of unreimbursed medical expenses that exceed 10% of your AGI. If you think you might qualify for a medical deduction, list the amount of expenses of you, your spouse and dependents for 2016 in each of the following categories: 

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Deductions and Credits Continued

Interest Deductions
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
Tax Deductions
Provide the amounts you paid in taxes in each of the following categories (if applicable)
Charitable Contributions
You can either attach your different tax documents in separate files throughout this organizer or all at once at the end.
Miscellaneous Deductions
The following are some different amounts that could reduce your tax (if incurred last year). If any of these apply to you, include the amount otherwise enter $0.
Travel Expenses You Weren't Reimbursed For
The following are some different travel expenses that you should include if your employer required them of you and did not reimburse you (if incurred last year). If any of these apply to you, include the amount otherwise enter $0.
Please fill out the following information for each qualified child care provider you used in 2013

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Other Misc. Items

Household Employee Information

Fill out this section for each household employee you paid money for services last year

Personal Residence Sale Information

Fill out this section for each personal residence you sold last year

List the 2016 Estimated Federal Tax Payments You Made

1st quarter estimated tax payment


2nd quarter estimated tax payment

3rd quarter estimated tax payment

4th quarter estimated tax payment

List the 2016 Estimated State Tax Payments You Made

1st quarter estimated tax payment


2nd quarter estimated tax payment

3rd quarter estimated tax payment

4th quarter estimated tax payment

List the 2016 Estimated City/Local Tax Payments You Made

1st quarter estimated tax payment


2nd quarter estimated tax payment

3rd quarter estimated tax payment

4th quarter estimated tax payment

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Affordable Care Act (Obamacare)

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Conclusion
Signature

Enter the Name of the Individual Completing This Tax Organizer

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