These instructions are for clarification on the more complex parts of each section in the organizer. It is
organized in the same order as the organizer.
Section 1: Personal Information
Fill in all the boxes in this section. It is very important to have all this information and to make sure it is
correct. Failing to have the correct information can delay tax filing and processing – both of which will
delay your possible refund.
US Citizen: Please put a “Y” in the box if you are a United States citizen and “N” if you are not.
Section 2: Dependents (Children and Relatives)
Fill in this part with the information for each dependent you are claiming on your taxes. Attach an
additional sheet as necessary. Make sure to include any new members of your family. Also make sure
this information is correct as errors can cause delays in tax filing and processing, as well as your potential
- A qualifying child needs to be under age 19, lived with you half the year, and you have to have
provided more than half of the child’s support. Also, children age 19 – 24 who are students at a
college or university qualify to be claimed.
- A qualifying relative needs to have lived with you or be related to you, be supported more than
50% by you, and not make more than $3,900 in gross income.
- If you have questions about whether you can or cannot claim someone, contact our office.
Section 3: Income
For this section, you need to make sure you are organized. These forms usually come in the mail at the
beginning of the year. Make sure you have a place to keep them all together as they come in. Please
note: if you receive a 1099-B or a similar form from your stockbroker and you sold shares of stock, not
all of the information you need may be included on the form. You may also need to collect the purchase
details of stocks you sold during the year.
- The name of the stock
- How many shares were sold
- The date they were sold
- The amount they sold for
- How much you originally paid
- When you originally bought the shares
Section 4: Deductions
There are five categories in this section. Please note: this section is to record your individual tax
deductions. If you have a business – even on a Schedule C, use the Business Tax Organizer to record
your business deductions.
Taxes: This category is for taxes you paid on your personal residence, a second home, other real estate,
vehicle, and boat or trailer. Also the amount you paid last year for tax preparation.
Unreimbursed Job Expenses: This category is for money you spent in relation to a W-2 job that you did
not get reimbursed for. As a reminder, this is not where you record expenses for a business or Schedule
Medical:This category is for your personal medical expenses. Remember, life insurance, disability
insurance, and long-term care premiums are not deductible.
Interest: This category is for the interest you paid on your home mortgage(s). This includes your first
and second homes.
Donations:This category is for money and items you have donated to qualified non-profit
Section 5: Other Items
The list provided is an example of other expenses you may have but it is not inclusive. Write down these
expenses or any other expenses you may think are deductible on the notes section or on a separate
sheet of paper. If you have questions, our office can help you decide what you can include here.
Section 6: Prepaid Tax Payments
If you have any questions about the organizer, instructions, or anything related to the taxes please call