Top Banner
2019 Personal Tax Organizer Check the answers for all questions and provide additional information where necessary. PERSONAL INFORMATION 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 for 2019? Were there any changes in dependents? Were any of your unmarried children who might be claimed as dependents 19 years of age or older at the end of 2019? Did you have any children under age 19 or full-time students under age 24 at the end of 2019, with interest and dividend income in excess of $1,100, or total investment income in excess of $2,200? Did you and your dependents have healthcare coverage for the full-year? Did you receive any of the following IRS Documents? Form 1095-A (Health Insurance Marketplace Statement), 1095-B (Health Coverage) or Form 1095-C (Employer Provided Health Insurance Offer and Coverage) If so, please attach. Did you have any adoption expenses? Did you receive or pay alimony? Did you pay dependent care costs? INCOME Did you cash any Series EE U.S. savings bonds issued after 1989 and pay qualified higher education expenses for yourself, your spouse, or your dependents? Did you receive any disability income? Did you have any foreign income or pay any foreign taxes? Did you receive any unemployment income Did you receive any gambling income? Did you receive any social security income? Did you receive, sell, send, exchange or otherwise acquire any financial interest in virtual currency? Page 1 2019
12

new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

Oct 15, 2020

Download

Documents

dariahiddleston
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

2019 Personal Tax OrganizerCheck the answers for all questions and provide additional information where necessary.

PERSONAL INFORMATIONYes 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 for2019?

Were there any changes in dependents?

Were any of your unmarried children who might be claimed as dependents19 years of age or older at the end of 2019?

Did you have any children under age 19 or full-time students under age 24at the end of 2019, with interest and dividend income in excess of $1,100,or total investment income in excess of $2,200?

Did you and your dependents have healthcare coverage for the full-year?

Did you receive any of the following IRS Documents? Form 1095-A(Health Insurance Marketplace Statement), 1095-B (Health Coverage) orForm 1095-C (Employer Provided Health Insurance Offer and Coverage) If so, please attach.

Did you have any adoption expenses?

Did you receive or pay alimony?

Did you pay dependent care costs?

INCOME

Did you cash any Series EE U.S. savings bonds issued after 1989 and payqualified higher education expenses for yourself, your spouse, or yourdependents?

Did you receive any disability income?

Did you have any foreign income or pay any foreign taxes?

Did you receive any unemployment income

Did you receive any gambling income?

Did you receive any social security income?

Did you receive, sell, send, exchange or otherwise acquire any financialinterest in virtual currency?

Page 1

2019

Page 2: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

PURCHASES, SALES AND DEBT

Did you start a business?

Did you purchase rental or royalty property

Did you acquire an interest in a partnership, S corporation, trust, orREMIC?

Did you purchase any business assets (furniture, equipment, vehicles, realestate, etc.)

Did you dispose of any business assets (furniture, equipment, vehicles, realestate, etc.)

Did you convert any personal assets to business use?

Did you sell any stocks, bonds or other investment property in 2019 from anon-retirement account?

Did you purchase your principal home or second home in 2019?

Did you sell your principal home or second home in 2019?

Did you refinance your principal home or second home in 2019?

Did you take a home equity loan in 2019?

Did you make any residential energy-efficient improvements or purchasesinvolving solar, wind, geothermal or fuel cell energy sources?

Did you have any debts canceled or forgiven?

Does anyone owe you money which has become uncollectible?

RETIREMENT PLANS

Did you receive a distribution from a retirement plan (401(k), IRA, SEP,SIMPLE, etc.)? If so, from what retirement plan _________________

Did you make a contribution to a retirement plan (401(k), IRA, SEP,SIMPLE, etc.)? If so, to what retirement plan ___________________

Did you transfer or rollover any amount from one retirement plan toanother retirement plan?

Did you convert part or all of your traditional, SEP, or SIMPLE IRA to aRoth IRA in 2019

Page 2

2019

Yes No

Page 3: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

EDUCATION

Did you receive a distribution from an Education Savings Account or aQualified Tuition Program?

Did you, your spouse, or a dependent incur any tuition expenses that arerequired to attend a college, university, or vocational school?

Did you pay student loan interest?

Did you incur any out of pocket educator expenses?

ITEMIZED DEDUCTIONS

Did you incur a loss because of damaged or stolen property?

Did you pay sales tax on the purchase of an auto or boat?

Did you pay any personal property (not real estate) taxes?

Did you pay for Charitable contributions? If yes indicate how much andkeep all receipts for your files

Cash or credit ______________

Non Cash ______________

Did you pay for Real Estate Taxes: If yes indicate how much and keep allreceipts for your files:

Primary Residence ______________

Vacation Home ______________

Investment Property ______________

Did you pay for Medical Expenses: If yes indicate how much and keep allreceipts for your files

Paid for Dr./Hospital/Drugs/Dental/etc _________________

Medical Miles Driven ____________

Health Ins. premiums paid & not in W2/Social Security _________

Long Term Care premiums paid for Taxpayer ______________

Long Term Care premiums paid for Spouse ______________

ESTIMATED TAXES

If applicable, did you make the estimated tax payments indicated on yourprior year tax return cover letter?

Page 3

2019

Yes No

Page 4: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

Do you expect your 2020 taxable income and withholdings to be differentfrom 2019?

MISCELLANEOUS

Do you want to allocate $3 to the Presidential Election Campaign Fund?

Does your spouse want to allocate $3 to the Presidential ElectionCampaign Fund?

May the IRS discuss your tax return with your preparer?

Did you have an interest in or signature or other authority over a financialaccount in a foreign country, such as a bank account, securities account, orother financial account?

Did you receive a distribution from, or were you the grantor of, ortransferor to, a foreign trust or did you have an interest in any foreignassets or accounts?

Was your home rented out or used for your business (not job)?

Did you contribute money to an HSA?

Did you withdrawal money from an HSA?

Did you have a medical savings account?

Were you a policyholder who received payments under a long-term care(LTC) insurance contract or received any accelerated death benefits from alife insurance policy?

Are you or were you a member of the Armed Forces of the United States?

Were you notified or audited by either the Internal Revenue Service or theState taxing agency? If so, please attach notice.

Did you or your spouse make any gifts to an individual that total more than$15,000, or any gifts to a trust?

If received a direct deposit of refund in prior year, is the bank account usedthe same for this year?

Additional information you like to provide

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

Page 4

2019 Yes No

Page 5: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

For those with a sole proprietorship business(es),please provide the following information:

1) Income and expenses - Complete the attached business incomeand expenses worksheet for each business. TIP - Look at your2018 Schedule C to see amounts reported in 2018.

2) Business Use of Auto

Total miles for year _____________

Total biz miles for year _____________

3) Business Use of Home Expenses (enter 100% of expense)

Home Insurance Paid _____________

Rent Paid _____________

Repairs and Maint. _____________

Utilities _____________

Page 5

2019

Page 6: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

Please enter all pertinent 2019 amounts. Last year's amounts are provided for your reference.

GENERAL INFORMATION

Principal business/profession. . . . . . . . . . . . . . . . . . .

Principal business code. . . . . . . . . . . . . . . . . . . . . . . .

Business name, if different from Form 1040 . . . . .

Business address, if different from Form 1040 . . .

City, if different from Form 1040. . . . . . . . . . . . . . . .

Employer identification number. . . . . . . . . . . . . . . . .

Other accounting method. . . . . . . . . . . . . . . . . . . . . . .

Accounting method: 1=cash, 2=accrual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Inventory method: 1=cost, 2=lower cost/market, 3=other. . . . . . . . . . . . . . . . . . .

1=change of inventory method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=spouse, 2=joint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=first Schedule C filed for this business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If required to file Form(s) 1099, did you or will you file all required Form(s) 1099: 1=yes, 2=no. .

1=not subject to self-employment tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=did not "materially participate". . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=personal services is not a material income producing factor. . . . . . . . . . . . . .

1=investment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=minister's Schedule C. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1=single member limited liability company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

INCOME

Gross receipts or sales (Form 1099-MISC, box 7) . . . . . . . . . . . . . . . . . . . . . . . . . .

Returns and allowances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other income:

Inventory at beginning of the year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Purchases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cost of items for personal use. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cost of labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Materials and supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other costs:

Inventory at end of the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

COST OF GOODS SOLD

1040 US Business Income (Schedule C) 16

16

ORGANIZER

Series: 51

No.

State, if different from Form 1040. . . . . . . . . . . . . . .

ZIP code, if different from Form 1040 . . . . . . . . . . .

2019

2019 Amount 2018 Amount

1=trader in financial instruments or commodities. . . . . . . . . . . . . . . . . . . . . . . . . . .

Foreign region. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Foreign postal code. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Foreign country. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 6

Page 7: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

Please enter all pertinent 2019 amounts. Last year's amounts are provided for your reference.

EXPENSES

Postage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Rent - vehicles, machinery, & equipment (not entered elsewhere). . . . . . . . . . .

Rent - other. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Repairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxes - real estate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxes - payroll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxes - sales tax included in gross receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxes - other (not entered elsewhere). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Telephone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Travel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total meals in full (50%) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Department of Transportation meals in full (80%). . . . . . . . . . . . . . . . . . . . . . . . . .

Uniforms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Utilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other expenses:

NOTE: If you purchased or disposed of any business assets, please complete Sheet 22.

Accounting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Advertising. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Answering service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Bad debts from sales or service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Bank charges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Car and truck expenses (not entered elsewhere). . . . . . . . . . . . . . . . . . . . . . . . . . .

Commissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Contract labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Delivery and freight. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Dues and subscriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Employee benefit programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Insurance (other than health). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Mortgage interest (paid to banks, etc.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other interest (not entered elsewhere) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Janitorial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Laundry and cleaning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Legal and professional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Office expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Outside services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Parking and tolls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Pension and profit sharing plans - contributions. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Pension and profit sharing plans - admin. and education costs. . . . . . . . . . . . . .

1040 US Business Income (Schedule C) (cont.) 16 p2

Business Income (Schedule C) (cont.)

16 p2

ORGANIZER

Series: 51

No.2019

2019 Amount 2018 Amount

Page 7

Page 8: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

For those with sole owner rental property activity,please provide the following information:

1) Income and expenses - Complete the attached rental propertyincome and expenses worksheet for each property. TIP - Look atyour 2018 Schedule E to see amounts reported in 2018.

2) Business Use of Auto

Total miles for year _____________

Total biz miles for year _____________

3) Business Use of Home Expenses if not indicated above (enter100% of expense)

Home Insurance Paid _____________

Rent Paid _____________

Repairs and Maint. _____________

Utilities _____________

Page 8

2019

Page 9: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

Please enter all pertinent 2019 amounts. Last year's amounts are provided for your reference.

Description of property. . . . . . . . .

Street address. . . . . . . . . . . . . . . . .

Percentage of ownershipif not 100% (.xxxx). . . . . . . . . . . . . . . . . Percentage of tenant occupancyif not 100% (.xxxx). . . . . . . . . . . . . . . . .

1=nonpassive activity,2=passive royalty . . . . . . . . . . . . . . . . . .

1=single member limitedliability company . . . . . . . . . . . . . . . . . .

INCOME

Rents or royalties received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

DIRECT EXPENSES

Advertising. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Association dues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Auto and travel (not entered elsewhere). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cleaning and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Commissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Gardening. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Legal and professional fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Licenses and permits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Management fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Mortgage interest (paid to banks, etc.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

NOTE: If you purchased or disposed of any business assets, please complete Sheet 22.

NOTE: Direct expenses are related only to the rental activity. These include rental agency fees, advertising, and office supplies.

1040 US Rental & Royalty Income (Schedule E) 18

Rental & Royalty Income (Schedule E)

18

ORGANIZER

Series: 53

No.

City. . . . . . . . . . . . . . . . . . . . . . . . . . .

State . . . . . . . . . . . . . . . . . . . . . . . . .

ZIP code. . . . . . . . . . . . . . . . . . . . . .

Type of property (see table). . . .

Other type of property. . . . . . . . . .

If required to file Form(s) 1099, did you or will you file all required Form(s) 1099: 1=yes, 2=no. . . . . . . . .

Qualified mortgage insurance premiums. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Excess mortgage interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other interest (not entered elsewhere) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Painting and decorating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2019

2019 Amount 2018 Amount

Number of days rented. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2019 Amount 2018 AmountGENERAL INFORMATION

1=spouse, 2=joint. . . . . . . . . . . . . .

1=qualified joint venture. . . . . . . .

1=did not actively participate. . .

1=investment. . . . . . . . . . . . . . . . . .

Other:

Pest control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Plumbing and electrical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Repairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxes - real estate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxes - other (not entered elsewhere). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Telephone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Utilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Wages and salaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Type of Property

1 = Single Family Residence2 = Multi-Family Residence3 = Vacation/Short-Term Rental4 = Commercial5 = Land6 = Royalties7 = Self-Rental

1=rental other than real estate .

1=real estate professional. . . . . .

Page 9

Page 10: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

OTHER POTENTIAL TAX CREDITS - PLEASE

COMMENT ON THOSE YOU THINK MAY APPLY

. Investment (Form 3468, Part II only) (attach Form 3468)

. Increasing research activities (Form 6765)

. Low-income housing (Form 8586, Part I only)

. Disabled access (Form 8826) (see instructions for limitation)

. Renewable electricity, refined coal, and Indian coal production (Form 8835). Indian employment (Form 8845). Orphan drug (Form 8820). New markets (Form 8874). Small employer pension plan startup costs (Form 8881) (see instructions for limitation). Employer-provided child care facilities and services (Form 8882)(see instructions for limitation). Biodiesel and renewable diesel fuels (attach Form 8864). Low sulfur diesel fuel production (Form 8896). Distilled spirits (Form 8906). Nonconventional source fuel (carryforward only). Energy efficient home (Form 8908). Energy efficient appliance (carryfor. ward only). Alternative motor vehicle (Form 8910). Alternative fuel vehicle refueling property (Form 8911). Enhanced oil recovery credit (Form 8830). Mine rescue team training (Form 8923). Agricultural chemicals security (carryforward only). Employer differential wage payments (Form 8932). Carbon oxide sequestration (Form 8933). Qualified plug-in electric drive motor vehicle (Form 8936) . Qualified plug-in electric vehicle (carryforward only) . Employee retention (Form 5884-A). General credits from an electing large partnership (carryforward only). Other. Oil and gas production from marginal wells (Form 8904) and certain other credits (see instrs)

Page 10

2019

Page 11: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

. Investment (Form 3468, Part III) (attach Form 3468)

. Work opportunity (Form 5884)

. Biofuel producer (Form 6478) Low-income housing (Form 8586, Part II). Renewable electricity, refined coal, and Indian coal production (Form 8835). Employer social security and Medicare taxes paid on certain employee tips (Form 8846). Qualified railroad track maintenance (Form 8900). Small employer health insurance premiums (Form 8941) . Increasing research activities (Form 6765). Employer credit for paid family and medical leave (Form 8994)

Page 11

2019

Page 12: new tax organizer 10...Low-income housing (Form 8586, Part I only). Disabled access (Form 8826) (see instructions for limitation). Renewable electricity, refined coal, and Indian coal

OTHER FINANCIAL AREAS OF CONCERN TOCONSIDER and speak to your other financial specialists about:

Investment PlanningRetirement PlanningSocial Security PlanningSpending BudgetDebt managementTuition Payment PlanningWills and Letters of InstructionsPower of AttorneysMedical DirectivesGifts and Trusts reporting and planning. Insurance coverage:

Health and DentalHome Owners, Renters and FloodInvestment PropertyAutoFine Art and Fine JewelryUmbrellaLifeDisabilityLong Term CarePet

Page 12

2019