Scholarships or grants not reported on form w2 state income tax refund attach forms 1099g alimony received unemployment compensation attach forms 1099g unemployment compensation repaid. In addition to completing the organizer, there are additional documents well need to complete your taxes. Make filing your taxes this year easy with one of our tax organizers. Tax organizer org0 this tax organizer is designed to help you collect and report the information needed to prepare your 2016 income tax return. Houston, tx 77032 281 5403040 or 1877 3726888 1 2016 tax organizer 2016. Thank you for taking the time to complete this tax organizer. Do not include taxes paid for full or partial business or rentaluse property, including business use of the home. Turbotax cddownload software is the easy choice for preparing and filing prioryear tax returns online. Please attach all applicable slips, receipts, lists, and other supplemental information. Please take a little time to look it over to see if anything applies to you.
Click on the underlined links below to open our general purpose tax organizers for 2016 tax returns. Tax organizer for 2016 income tax return prepared by. We urge you to carefully complete all items as your entries will directly affect the amount of your tax liability and the time and cost necessary to prepare. Copies of other compensation or pension documentation, such as form 1099misc or form 1099r. Location, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 20, 2014, 2015, 2016, 2017, 2018, 2019, 2020, footnotes.
It covers personal income taxes and social security contributions paid by. This 2016 tax organizer contains important information that can reduce your taxes. Copies of closing statements regarding the sale or purchase of real property. Did you apply an overpayment of 2015 taxes to your 2016 estimated tax instead of being refunded. This schedule is a part of your prior year tax return. Property taxes assessed for 2016 and paid in early part of 2017. Please do not enter information on these sheets from your w2s, 1099s or other tax statements. Legal papers for adoption, divorce, or separation involving custody of your dependent children. Corporate tax rates table kpmg global kpmg international. There are over several tax saving opportunities included here.
This tax organizer is designed to help you collect and report 2016the information needed to prepare your income tax return. Could you be claimed as a dependent on another persons tax return for 2016. The attached worksheets cover income, deductions, and credits, and will help in the preparation of your tax return byfocusing attention onyourspecial needs. Checking below wont increase your tax or reduce your refund.
Although it may look a little overwhelming, we promise the more thoroughly you complete the following pages, the easier, faster, and more successful the process will be. The attached worksheets cover income, deductions, and credits, and will help in the preparation of your tax return by focusing attention on your special needs. This 2017 tax organizer contains important information that can reduce your taxes. Did you have any foreign income or pay any foreign taxes. Individual tax organizer letter form 1040 2 individual tax organizer letter form 1040 organizer if we did not prepare your prior year returns, provide a copy of federal and state returns for the three previous years. The average tax rates measure the part of gross wage earnings or.
This is the part of the process that is critical to insuring your taxes are completed properly and in a timely manner. Purchases, sales and debt did you buy or sell any stocks, bonds or other investment property in 2016. If you have an overpayment of 2016 taxes, do you want the refund applied to your 2017 estimated taxes. David wayne tax accountant 111 south 7th street canon city, co, 81212 phone. Visit this page to download a tax organizer for your 1040, 1004ez, schedule c, corporate, small business, or. It has been designed to assist you in compiling the information we will need to prepare your 2016 income tax returns. Could you be claimed as a dependent on another persons tax return. Visit this page to download a tax organizer for your 1040, 1004ez, schedule c, corporate, small business, or non profit tax filings.
Yes no retirement plans did you receive a distribution from a retirement plan 401k, ira, sep, simple, qualified plan, etc. Did you apply an overpayment of your 2015 taxes to your 2016 estimated taxes. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return. This organizer was designed specifically for the 2016 tax year and certain items may not apply to other years. Canada child benefit starting july 2016, this nontaxable monthly benefit, which is based on adjusted family net income and the. Did you make any estimated payments toward your 2016 taxes. If you have an overpayment of 2016 taxes, do you want the excess applied to your 2017 estimated tax instead of being refunded. Along with this, your tax preparation checklist should also get you in the right frame of mind. Home mortgage interest paid to financial institutions 2. See the instructions for line 44 to see if you must use the tax table below to figure your tax. Personal property taxes includes owners tax on auto registration tax return questionnaire 2019 tax year page 7 of 18 interest paid in 2019 amount 1.
Used by thousands of tax professionals in all 50 states. We will use our judgment in resolving questions where the tax law is unclear or, where. To save you time, selected information from your 2015 tax return has been. We will get this information from the tax statements directly. Turbotax 2016 tax software for filing past years taxes. As a reminder, there are two taxes in 2016 that are independent of the income tax but are reported on the income tax return. This tax organizer will assist you in gathering information necessary for the preparation of your 2016 tax return. Figure the amount of your contribution deduction before completing this form. Please line through any information that does not apply to your 2016 tax return. Last years amounts are provided for your reference. To save you time, selected information from your 2016 tax return has been entered in this organizer. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return. Complete pages 1 through 4 and all applicable sections.
At any time during the year, was any partner in this partnership a disregarded entity, a partnership, a trust, an s corporation, an estate yes no. Personal tax organizer for the year 2019 please complete this t1 organizer before your appointment. We are dedicated to serving your needs efficiently, effectively and confidentially. Tax organizer for individual, business, non profit tax. Estimated taxes did you apply an overpayment of 2014 taxes to your 2015 estimated tax instead of being refunded. You do not need to change these prior year amounts. Department of the treasury internal revenue service irs. Legal papers for adoption, divorce, or separation involving custody of your. Our online income tax software uses the 2016 irs tax code, calculations, and forms.
Enter your 2016 tax information and if additional space is required, enclose a separate sheet with the details. Client personal income tax organizer form 1040 for tax year 2016 thank you for allowing us to prepare your taxes for last year. Taxes paid other noncash real property tax attach bills personal property tax volunteer no. For use of home, or auto mileage, or other jobrelated expenses, provide information on a. Estimated tax already paid towards your 2016 liability federal state. Form 1040 department of the treasuryinternal revenue service 99 u.
Do you expect your 2017 taxable income and withholdings to be different from 2016. Ohio individual income tax return amended individual income tax return this file includes the ohio it 1040, schedule a, it bus. Even though the deadline has passed, you can file your 2016 taxes online in a few simple steps. Copies of other compensation or pension documentation, such. At least but less than singlemarried ling jointly married ling separately head of a household. The first, on earned income in excess of certain amounts, is an additional. Once you are organized and ready to move forward, you will find that everything begins to fall into place. Estimated taxes did you apply an overpayment of 2015 taxes to your 2016 estimated tax instead of being refunded. Getting to our office here are directions to our offices at 4800 college blvd suite 2, overland park, ks. Browse our indepth guides covering corporate tax, indirect tax, personal taxes, transfer pricing and other tax matters in more than 150 countries. Personal information name sin date of birth ddmmyy phone office ext taxpayer spouse address home mobile email.
Tax organizer org0 a copy of your tax return if not in our possession. Taxes are complicated and the rules change constantly. To save you time, selected information from your 2015 tax return has been entered in this organizer. Did you have an interest in or signature or other authority over a financial account in a foreign country, such as a bank. In some cases, 2015 amounts have been included in a separate column. Yes no did your marital status change during the year. In some cases, 2016 amounts have been included in a separate column. This tax organizer can be used to help identify information needed to prepare your 2016 income tax return. Schedules k1 showing income or loss from partnerships, s corporations or estates or trusts. This will help you organize your tax informationand make sure you dont miss any important deductions. Since june 20, the commission has been investigating the tax ruling practices.
Please let us know if you do not want a paper copy of your tax return and only want a pdf copy. The shared responsibility payment for 2016 is the greater of 2. Please line through any information that does not apply to your 2017 tax return. New for 2016, the federal organizer is a fillable pdf which means you can type in your information and print it out if you wish to do so. Simply select the year that you need to complete your taxes and well show you which version you need to file a previous years tax return. If you can claim the premium tax credit or you received any advance payment of the premium tax credit in 2016, you must use form 1040a or form 1040. Premier wealth advisors to prepare your original 2016 federal and state individual income tax returns and all related tax forms for the year ended december 31, 2016. Please add, change, or delete information as appropriate. This organizer will reduce interview time, organize your client, give you uniform data, get work in quicker, improve client relations, increase referrals and enhance your service. Statements supporting deductions for mortgage interest, taxes, and charitable contributions, including any form 1098c. Its similar to a w2 in that it shows the money you received from work, but it doesnt break out the individual taxes. Below is a list of items we will need before we can prepare your taxes. Do you want to have any refund or balance due directly deposited or withdrawn. Attach one or more forms 8283 to your tax return if you.
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