Individual Income Tax Return Organizer

Tax return year

Taxpayer Name

First

Last

SSN/ITIN

Taxpayer DOB

E-mail

Phone number

Address

Address Line 1

Address Line 2

City

State

Zip Code

ID

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Spouse Name

First

Last

SSN/ITIN

DOB

E-mail

Phone Number

ID

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Dependents

Dependent Name

First

Last

Relationship to dependent

SSN/ITIN

DOB

Wage Income (W2)

Yes
No

Interest (1099 INT)

Yes
No

Dividends (1099 DIV)

Yes
No

Stocks/asset sales (1099B)

Yes
No

Partnerships and S corporations (K1 forms)

Yes
No

Distributions From Retirement Accounts (1099 R)

Yes
No

Self employment (Profit and loss and Balance Sheet)

Yes
No

Gambling (Win Loss Statement or W2G)

Yes
No

Medical Expenses

Yes
No

Health Insurance (1095-A)

Yes
No

Charitable Contributions

Yes
No

Statement (Win (1099

Property Taxes

Yes
No

Mortgage Interest

Yes
No

Student Loan Interest

Yes
No

Health Savings Account

Yes
No

Retirement Accounts

Yes
No

Bank Name

Routing

Account

Individual Income Tax Return Organizer

Individual Income Tax Return Organizer.

Dependents

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