Tax Organizer

Personal Information

Identity Authentication

Estimated Taxes

2016 State & City

Estimated Tax Payments

Income Summary

Interest & Dividend Summary

Wages & Salaries

Interest Income

Dividend Income

Sales of Stocks, Securities, and

Other Investment Property

Miscellaneous Income

Pension, Annuity, & IRA Distributions

Social Security, Tier 1

Railroad Benefits

IRA Contributions

Schedule C Income

Schedule C Expense

Rent & Royalty

Farm Income

Farm Expenses

Farm Rent Income

Farm Rent Expense

Partnership & S-Corporations

Estates & Trusts

Education Credits

Medical & Tax

Interest Expense

Contributions & Misc. Deductions

Home Mortgage

Employee Business Expense

Employee Auto Expense

Noncash Contribution