Fillable 2021 Individual Taxpayer Organizer

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2021 Individual Taxpayer Organizer

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Taxpayer SSN
First Name M.I. Last Name Email
IP
PIN
Occupation Date of birth Are you new to our rm? Yes No
Address City State Zip
County Home phone Work or cell
Driver’s License No. State Issue Date Exp. Date
Spouse SSN
First Name M.I. Last Name Email
IP
PIN
Occupation Date of birth Are you new to our rm? Yes No
Address
(If different from Taxpayer)
City State Zip
County Home phone Work or cell
Driver’s License No. State Issue Date Exp. Date
If you moved during 2021, enter your previous address. Date of move
Marital status at 12/31/21: Single Married Separated Widow(er) Registered Domestic Partnership (RDP) Unsure
Were you divorced or separated during the year? Yes No Were there any deaths in the family? Yes No
Individuals who are in registered domestic partnerships (RDPs) and civil unions are not considered married for federal tax purposes.
Have you received any notice from the IRS or state revenue department within the past year? Yes No
Names of dependent children
Child’s full name Social Security # IP PIN Date of birth
Months lived in
home in 2021
Relationship to
taxpayer
College
student?
Did any of the children have unearned income above $1,100 for the year? Yes No Do any of the children have a disability? Yes No
Is it anticipated that a different taxpayer will seek to claim a child listed above as their dependent for tax year 2021? Yes No
Other dependents or people who lived with you
Name Social Security # IP PIN Date of birth
Months lived in
home in 2021 Relationship Income
Bank information: Use for Direct deposit of refund Direct debit of balance due Name of bank
Checking Savings Routing transit number Account number
Ask your tax preparer for information about depositing a refund into an IRA account or splitting the deposit into more than one account.
2021 Individual Taxpayer Organizer
310-800-1472 phone
310-496-2565 efax
info@mehdiani.com
www.mehdiani.com
9025 Wilshire Blvd, Suite 301
Beverly Hills, CA 90211
16030 Ventura Blvd, Suite 490
Encino, CA 90211
Questions — All Taxpayers (Provide related statements or other documentation.)
“You” refers to both taxpayer and spouse — enter “?” if unsure about a question.
LIFESTYLE & TAXES
Yes No Are either you or your spouse legally blind?
Yes No Did you pay or receive alimony in 2021?
Paid Received $
Recipient’s SSN Date of divorce or separation
Yes No Did you purchase health insurance through a public exchange?
Yes No Will there be any signicant changes in income or deductions next year, such as retirement?
Yes No Did you pay anyone for domestic services in your home?
Yes No Did you purchase a new energy-efcient car, truck, or van?
Yes No Are you involved in bankruptcy, foreclosure, repossession, or had any debt (including credit cards) cancelled?
Yes No Are you a member of the military? State of residency
Yes No Were you a citizen of or lived in a foreign country? Foreign country
Yes No Do you own or have nancial interest in a foreign bank or nancial account? Balance exceeds $50,000 Yes No
Yes No Did you receive any economic impact payments (stimulus payments) during 2021?
If yes, provide the amount(s) and dates received.
Yes No
Did you make extension payments? If yes, how much?
Federal: $
State: $
CHILDREN & EDUCATION
Yes No Were any children born or adopted in 2021? (Provide statement for other expenses.)
Yes No Did you receive any advance Child Tax Credit payment? If yes, enter the amounts on last page. (Attach Letter 6419.)
Yes No Were any children
attending college?
Year in
college
Paid by you: Tuition $ Student loan interest $ Books $
Paid by student: Tuition $ Student loan interest $ Books $
Yes No Did you pay any tuition for a private school for a dependent or take classes yourself?
Student Amount paid $
Name and address of school
Yes No Did you pay for child or dependent care so you could work or go to school? (add statement if needed)
Name of provider EIN or SSN
Address Amount paid $
Yes No Do you have any children who have unearned income of $1,100 or more?
Yes No Did you make any contributions to a 529 plan in 2021?
INVESTMENTS
Yes No Did you, or will you, contribute any money to an IRA for 2021? Traditional IRA Roth IRA
Yes No Did you roll over any amounts from a retirement account in 2021?
Yes No Did you sell or transfer any stock or sell rental or investment property?
Yes No Did you receive any income from an installment sale?
Yes No Did you have any investments become worthless or were you a victim of investment theft in 2021?
Yes No Were you granted, or did you exercise, any employee stock options during 2021?
Yes No Did you receive, sell, send, exchange, or otherwise dispose of any nancial interest in any virtual currency?
DEDUCTIONS
Yes No Did you, or do you plan to, contribute money before April 18, 2022 to an HSA for 2021? If yes, provide details.
Yes No Did you pay any interest on a loan for a boat or RV that has living quarters? If yes, provide details.
Yes No Did you pay sales taxes on a major purchase in 2021, such as a vehicle, boat, or home?
Yes No Did you make any charitable contributions in 2021? If yes, provide details.
BUSINESS
Yes No Did you work from a home ofce or use your car for business?
Yes No Did you receive income from a sharing/gig economy activity (e.g. Airbnb, Uber, etc.)?
Yes No Do you own a business or an interest in a partnership, corporation, LLC, farming activities, or other venture?
HOME
Yes No Did you purchase or sell a main home during the year? If yes, provide closing statement.
Yes No If you sold a home, did you claim the First-Time Homebuyer Credit when it was purchased? If yes, provide details.
Yes No Did you renance a mortgage or take a home equity loan? If yes, provide closing statement.
Yes No Did you use any mortgage loan proceeds for purposes other than to buy, build, or substantially improve your home?
Yes No Did you make any new energy-efcient improvements to your home? If yes, provide details.
State information Full-year resident Part-year resident Nonresident School district
States of residence during 2021 and dates Do you rent or own your home? Rent Own
Income Worksheet
Provide to your preparer all Forms W-2, 1099-INT, 1099-DIV, 1099-R, 1099-MISC, 1099-NEC, and other income reporting statements. Do
not list dollar amounts for the following forms. Your preparer will report the appropriate amounts.
Indicate “T” for taxpayer, “S” for spouse, “J” for joint Provide additional statements if more room is needed
Forms W-2 — Wage and Tax Statement
T/S Employer name T/S Employer name
1) 4)
2) 5)
3) 6)
Forms 1099-INT — Interest Income
T/S/J Name of issuer T/S/J Name of issuer
1) 4)
2) 5)
3) 6)
Forms 1099-DIV — Dividends and Distributions
T/S/J Name of issuer T/S/J Name of issuer
1) 4)
2) 5)
3) 6)
Forms 1099-R — Distributions From Pensions, Annuities, Retirement or Prot-Sharing Plans, IRAs, Insurance Contracts, Etc.
T/S Name of issuer T/S Name of issuer
1) 4)
2) 5)
3) 6)
If the distribution is before age 59½, give a reason to determine if an exception to penalty applies.
Tax-Exempt Interest (such as municipal bonds — include statement)
Payer $ Payer $
Other Income
State tax refund $ Unreported tips $
Unemployment compensation $ Other $
Social Security (taxpayer) — provide SSA-1099 or RRB-1099 $ $
Social Security (spouse)— provide SSA-1099 or RRB-1099 $ $
Gambling income — provide W-2G $ $
Business income (see Sole Proprietorship Tax Organizer) Stock sales
See “Sales and Exchanges
Worksheet” below.
Rental income (see Rental Property Tax Organizer) Sale of other property
Sales and Exchanges Worksheet
Provide information about sales of stock, real estate, or other property, along with Forms 1099-B, 1099-S, or other supporting statements.
Description of property Purchase date Cost/basis Sale date Sale price
$ $
$ $
$ $
Notes:
• When stock is sold, you will usually receive Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, reporting the proceeds from
the sale. However, your statement will not always provide the cost/basis information necessary to compute gain or loss. If the statement
does not contain the cost/basis information, you must provide it. You may need to contact your broker for questions about cost/basis and
purchase dates of your stock accounts.
• Often, “transfers” of stock or mutual funds within a brokerage account are actually sales of one type of stock and purchase of another.
Even if you did not receive any cash from the transaction, you may have taxable gain or loss.
• If your stock dividends are automatically reinvested, the dividends will be taxable even though you did not receive any cash. The
transaction is treated as if you had received cash and purchased additional stock. When the stock is sold, the amount reinvested over the
years is taken into account. You may need to contact your broker for questions about the amount of reinvested dividends.
• If you sold property other than stock, your taxable gain or loss will be determined by your cost/basis. The cost/basis is usually the
original purchase price plus improvements (the cost of repairs and maintenance are not taken into account for cost/basis).
Itemized Deductions Worksheet
Deductions must exceed $12,550 Single, $25,100 MFJ, $18,800 HOH, or $12,550 MFS to be a tax benet.
Medical Expenses. Must exceed 7.5% of income to be a benet —
include cost for dependents — do not include any expenses that were
reimbursed by insurance.
Dentists $ Hospitals $
Doctors $ Insurance $
Equipment $ Prescriptions $
Eyeglasses $ Other $
Medical miles: _________________ @ 16¢
Taxes Paid. Do not include taxes paid for full or partial business or
rental-use property, including business use of the home.
State withholding Reported on W-2
State estimated taxes — paid in 2021 $
Real estate tax — residence $
Real estate tax — other $
Personal property taxes $
Property tax refund — received in 2021 $ ( )
Foreign tax paid $
Other $
Other $
Other $
Balance paid in 2021 from prior year state returns
(donot include interest or penalties) $
Did you keep receipts for sales tax paid during 2021?
Yes No
Did you purchase a car, plane, boat, or home in 2021? Yes No
Sales tax paid $ Purchase paid $ Date
Interest Paid. Do not include interest paid for full or partial business
or rental-use property, including business use of the home. Provide all
Forms 1098 or lender information and ID numbers.
Main home $ Equity loan $
Second home $ Equity loan $
Points $ Investment interest $
Charitable Contributions. If over $500 in noncash charitable
contributions, provide details of contributions. Rules require that the
taxpayer retain documentation for all contributions.
Cash $
Noncash contributions (FMV). Clothing or household
items must be in good used condition or better. $
Did you transfer funds from an IRA directly to a
charity?
Yes No $
Charitable mileage
Casualty and Theft Losses
If you suffered any sudden, unexpected damage or loss of property, or
a theft in a federally-declared disaster area, provide details to your tax
preparer.
Yes No
Miscellaneous Itemized Deductions. Miscellaneous itemized
deductions subject to the 2% AGI limitation are no longer deductible
on the federal return. However, these expenses may still be deductible
on your state return. For use of home, auto mileage, or other job-related
expenses, provide information on a separate sheet. Were any expenses
reimbursed by your employer?
Yes No
Dues $ Subscriptions $
Investment
expenses
$ Supplies $
Job education $ Tax prep fees $
Job seeking $ Tools $
Legal fees $ Uniforms $
Licenses $ Union dues $
Safety equipment $ Other $
Other Deductions. The following deductions are not subject to a 2% of
income limit.
Gambling losses $ Federal estate tax
on IRD
$
Impairment-
related expenses
$ Other $
Did you pay a mortgage insurance premium when you purchased your home? Amount $ Date
Other Deductions or Questions
Notes: • Gambling losses are deductible only up to the amount of gambling winnings reported. A log must be kept to verify losses.
• Work clothing is not deductible if adaptable for every day wear. Exception for safety equipment, such as steel-toe boots.
• Expenses to enable individuals, who are physically or mentally impaired, to work are generally deductible.
Adjustments Worksheet
Educator expenses. Classroom expenses of teachers, counselors, and principals. Maximum $250 each. $
Health savings account deduction (HSA). Some contributions for 2021 may be made in 2022. $
Self-employed SEP, SIMPLE, and qualied plans. Some contributions for 2021 may be made in 2022. $
Self-employed health insurance deduction. Sole proprietors, partners, and 2% S corporation shareholders if not eligible for
employer coverage. $
Penalty on early withdrawal of savings. $
IRA deduction. For traditional IRAs. Roth IRAs are not deductible. Some contributions for 2021 may be made in 2022. $
Student loan interest deduction. Paid for taxpayers and dependents. Income limits apply. $
Moving expenses. Available only to members of the Armed Forces (or their spouses or dependents) on active duty that
move pursuant to a military order and incident to a permanent change of station. Ask preparer
Business expenses of reservists, performing artists, and fee-based government ofcials. Ask preparer
Charitable contributions. For taxpayers who take the standard deduction. Up to $300 ($600 for MFJ). $
Other adjustments. Include description. $
Estimated Tax Payments — Tax Year 2021
Installment Date paid Federal Date paid State
First $ $
Second $ $
Third $ $
Fourth $ $
Amount applied from 2020 overpayment? $ $
Total $ $
Advance Child Tax Credit Payments Received
Payment date Amount received Payment date Amount received Payment date Amount received
July 15, 2021 $ Septebmer 15, 2021 $ November 15, 2021 $
August 15, 2021 $ October 15, 2021 $ December 15, 2021 $
Tax Preparation Checklist
Please provide the following documentation:
All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R
(pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting
statements, including all copies provided from the payer.
Form 1095-A (for health insurance purchased through a public exchange), Form 1095-B (for health insurance purchased outside
of a public exchange), or Form 1095-C (for employer-provided health insurance coverage).
If you are a new client, provide copies of last year’s tax returns.
The completed Individual Income Tax Organizer. Note: If you choose not to ll out the organizer, you must at least answer
the “Yes” or “No” questions under “Questions — All Taxpayers.”
Copy of the closing statement if you bought or sold real estate.
Mileage gures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage.
Detail of estimated tax payments made, if any.
Income and deductions categorized on a separate sheet for business or rental activities.
List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions.
Copy of all acknowledgement letters received from charitable organizations for contributions made in 2021.
Taxpayer Responsibilities
• You agree to provide us all income and deductible expense information. If you receive additional information after we begin
working on your return, you will contact us immediately to ensure your completed tax returns contain all relevant information.
• You afrm that all expenses or other deduction amounts are accurate and that you have all required supporting written records.
In some cases, we will ask to review your documentation.
• You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority.
We can provide guidance concerning what evidence is acceptable.
• You must review the return carefully before signing to make sure the information is correct.
• Fees must be paid before your tax return is delivered to you or led for you. If you terminate this engagement before completion,
you agree to pay a fee for work completed. A retainer is required for preparation of late returns.
• You should keep a copy of your tax return and any related tax documents. You may be assessed a fee if you request a copy in the
future.
Signatures. By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities.
For a joint return, both taxpayers must sign.
Taxpayer Spouse Date
Privacy Policy
The nature of our work requires us to collect certain nonpublic information. We collect nancial and personal information from
applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and
afliates. We may also review banking and credit card information about our clients in the performance of receipt of payment.
Under our policy, all information we obtain about you will be provided by you or obtained with your permission.
Our rm has procedures and policies in place to protect your condential information. We restrict access to your condential
information to those within our rm who need to know in order to provide you with services. We will not disclose your personal
information to a third party without your permission, except where required by law. We maintain physical, electronic, and
procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access.
Sole Proprietorship Tax Organizer Use a separate organizer for each business
Sole Proprietor General Information
Name of sole proprietor
Business name (if different) EIN (if applicable)
Business address (if different from home address)
Principal business activity
Date business started Date business closed
Principal product or service
Yes No Was the primary purpose of the business activity to realize a prot?
Yes No Did you materially participate in the operation of this business?
Yes No Has the business reported any losses in prior years?
Accounting method: Cash Accrual Other (specify)
Yes No Does the business le under a calendar year? (If no, list the scal year.)
Sole Proprietor Specific Questions
Yes No Did you pay any family members for services?
Yes No Did you make any payments of $600 or more to subcontractors, attorneys, accountants, directors, etc.?
Yes No If Yes, did you issue Form 1099-NEC? List name and social security number (SSN) for each person to whom you paid $600 or more.
Name SSN
Name SSN
Yes No Did you make, or do you plan to make, any contributions to a self-employed retirement plan?
Type of plan Amount contributed $
Yes No Did you pay for your own health/dental insurance? If Yes, provide amount of premiums paid during the year. $
Yes No Did you have any employees?
Yes No Did you have any bartering transactions in 2021?
Sole Proprietor Business Income
Gross receipts or sales (if you received Forms 1099-NEC, list name of payer and amount separately from gross receipts or sales) $
Form 1099-NEC $ Form 1099-K $
Total of all Forms 1099-NEC and 1099-K received $
Returns and allowances $ ( )
Other income (not included in gross receipts above) $
Form 1099-NEC. You may receive Form 1099-NEC (instead of Form W-2) if you are not classied as an employee. If you receive Form 1099-
NEC, you are generally required to le Schedule C, Prot or Loss From Business, claim any expenses associated with the income received, and
must pay self-employment (SE) tax on the income.
Sole Proprietor Cost of Goods Sold
(for manufacturers, wholesalers, and businesses
that make, buy, or sell goods)
COVID-19 Related
Yes No
Did the business receive a Paycheck Protection Program loan?
Inventory at the beginning of the year
$ Yes No
Did you receive an Economic Injury Disaster Loan or Emergency Advance
through the SBA?
Purchases
$ Yes No
Did you delay payment of employer payroll taxes?
Cost of labor
$ Yes No
Were you eligible to receive a tax credit for sick leave due to COVID-19?
Materials and supplies
$ Yes No
Were you eligible to receive a tax credit for paid family leave due to
COVID-19?
Inventory at the end of the year
$ Yes No
Did you receive a payroll tax credit for a business suspension or slowdown?
Sole Proprietor Business Expenses
Advertising
$
Interest – mortgage
$
Rent or lease – other
business property
$
Bad debts
$
Interest – other
$
Repairs and maintenance
$
Bank charges
$
Internet service
$
Supplies (not included in
inventory cost)
$
Business licenses
$
Legal and professional services
$
Taxes – payroll
1
$
Commissions and fees
$
Management fees
$
Taxes – property
$
Contract labor
1
$
Meals for business in restaurants (100% deduct.)
$
Taxes – sales
$
Employee benet programs
$
Meals – other business meals (50% deduct.)
$
Taxes – state
$
Employee health care plans
$
Ofce supplies
$
Telephone
$
Entertainment
2
$
Start-up costs (rst year of business)
$
Utilities
$
Gifts
$
Pension and prot sharing plans
$
Wages
1
$
Insurance (other than health insurance)
$
Rent or lease – car, machinery, equipment
$
Other
$
1
Provide copies of Form W-3, Form 940, Form 941, Form 1096, Form 1099-NEC, Form 1099-MISC, and any state tax forms led.
2
Entertainment is no longer deductible for taxes.
Other Business Expenses – List out type and expense amount
$ $
$ $
$ $
$ $
$ $
$ $
$ $
$ $
$ $
$ $
Car Expenses (use a separate form for each vehicle)
Make/Model Date car placed in service
Yes No Car available for personal use during off-duty hours?
Yes No Do you (or your spouse) have any other cars for personal use? Did you trade in your car this year? Yes No
Yes No Do you have evidence? Cost of trade-in
$
Trade-in value
$ Yes No Is your evidence written?
Mileage Actual Expenses
Beginning of year odometer Gas/oil $
End of year odometer Insurance $
Business mileage Parking fees/tolls $
Commuting mileage Registration/fees $
Other mileage Repairs $
Generally, you can use either the standard mileage rate or actual expenses to calculate the deductible costs of operating your car for business
purposes. However, to use the standard mileage rate, it must be used in the rst year the car is available for business. In later years, you can
then choose between either the standard mileage rate method or actual expenses.
Travel Expenses
• Meals. You can deduct the cost of meals while traveling away from
home on business. You can use the actual cost of your meals or the
standard meal allowance per diem, which can vary by location.
• Travel/Lodging. You can deduct the ordinary and necessary ex-
penses of traveling away from your home for business purposes.
Included expenses are transportation, airfare, taxi, lodging, etc.
City visited (for per diem) # of days in city City visited (for per diem) # of days in city
Travel expenses
Airfare $ Other travel expenses (describe below)
Bus, train, taxi $ $
Entertainment $ $
Lodging $ $
Parking and tolls $ $
Meals (actual receipts) $ $
Equipment Purchases – Enter the following information for depreciable assets purchased that have a useful life greater than one year
Asset Date purchased Cost Date placed in service New or used?
$
$
$
$
$
$
$
$
$
$
Depreciation. Depreciation is the annual deduction that allows you to recover the cost or other basis of your business property over a certain
number of years. Depreciation starts when you rst use the property in your business. It ends when you either take the property out of service,
deduct all your depreciable cost or basis, or no longer use the property in your business. The IRS has outlined a useful life (a set number of
years) for most assets.
Equipment Sold or Disposed of During Year
Asset Date out of service Date sold Selling price/FMV Trade-in?
$
$
$
$
Disposition of Property. A disposition of property occurs when you sell property for cash or other property, you exchange property for other
property, you transfer property to satisfy a debt, you abandon property, your bank forecloses or repossesses your property, or your property is
damaged, destroyed, or stolen and you receive property or money in payment.
Business Use of the Home
Area of home must be exclusively used for business except for storage or day care. Note: Managing rental activities or investments does not
qualify for business use of the home.
All Taxpayers For Day Care Only
A) Business use area (square footage) 1) Hours used for day care
B) Total area of home (square footage) 2) Total hours in year 8,760 hrs.
Enter below only the expenses paid during the period the home was used for business.
Direct expenses benet only the business use portion of the home. This includes painting or repairs exclusively for the business area.
Indirect expenses are for keeping up and running the entire home, such as mortgage interest and property taxes.
If you bought or sold your home during 2021, copy this worksheet and ll out one for each home.
Direct Indirect Direct Indirect
Mortgage interest $ $ Repairs and maintenance $ $
Property taxes $ $ Utilities $ $
Insurance $ $ Other $ $
Rent $ $ Other $ $
Depreciation of the Home
Lower of cost or fair market value of home $ Improvements? Yes No
Value of land $ Casualty losses in 2021? Yes No
1) Exclusive Use Test—Business Use of Home
The exclusive use test is met if an area of the home is used only
for business. The area can be a room or other separately iden-
tiable space. The space does not need to be marked off by a
permanent partition. This test is not met if you use the area both
for business and for personal purposes, such as a den used for
business during the day and TV viewing during the evening.
The exclusive use test is not required for:
• An area used on a regular basis for storage of inventory or
product samples.
• A home used as a day care facility.
Storage of inventory or product samples—exception to exclusive use
test. If you use part of a home for business to store inventory or product
samples, you are not required to meet the exclusive use test. However, you
must meet all the following tests.
• You are in the business of selling products at wholesale or retail.
• The inventory or product samples are kept in the home for use in the
business.
• You home is the only xed location of the business.
• The storage space is used on a regular basis.
• The storage space is a separately identiable space suitable for storage.
2) Regular Use Test—Business Use of Home
The regular use test means you must use a specic area of the home for business on a regular basis. Incidental or occasional business use is
not regular use. All facts and circumstances are considered in determining whether the business use is regular.
3) Trade or Business Use Test—Business Use of Home
To satisfy the trade or business use test, the portion of the home used for business must be used in connection with a trade or business. If the
business use is for a prot-seeking activity that is not a trade or business, the deduction is not allowed.
4) Principal Place of Business Test—Business Use of Home
A trade or business can have more than one location. To quali-
fy for a business use of home deduction, the home must be the
principal place of business for that trade or business. To make
this determination, the following are considered.
• The relative importance of the activities performed at each
place where business is conducted, and
• The amount of time spent at each place where business is
conducted.
A home ofce qualies under this test if:
• The home ofce is used exclusively and regularly for administrative or
management activities of the trade or business.
• There is no other xed location where substantial administrative or
management activities are conducted.
Self-Employment (SE) Tax
• SE tax is a Social Security and Medicare tax primarily for indi-
viduals who are self-employed. It is similar to the Social Security
and Medicare tax withheld from the pay of most wage earners.
Your payments of SE tax contribute to your coverage under the
Social Security system. Social Security coverage provides you
with retirement benets, disability benets, survivor benets,
and hospital insurance (Medicare) benets.
• You must pay SE tax if your net earnings from self-employment were $400
or more, or you had church employee income of $108.28 or more. The SE
tax rules apply no matter how old you are and even if you are already
receiving Social Security or Medicare benets.
• The SE tax rate on net earnings is 15.3% (12.4% for Social Security plus
2.9% for Medicare). Only the rst $142,800 (2021) of combined wages, tips,
and net earnings is subject to the 12.4% Social Security part of SE tax.
Rental Property Tax Organizer
Rental Income and Expenses
Indicate type of property as 1 - Single Family Residence, 2 - Multi-Family Residence, 3 - Vacation/Short-Term Rental, 4 - Commercial,
5 - Land, 6 - Self-Rental, or 7 - Other (describe).
Property A Property B Property C
Location of property: Location of property: Location of property:
Type Type Type
Any personal use? Yes No Any personal use? Yes No Any personal use? Yes No
Fair Rental
Days
Personal Use
Days
Fair Rental
Days
Personal Use
Days
Fair Rental
Days
Personal Use
Days
Date placed in service
Rents received $ $ $
Expenses
Advertising $ $ $
Auto and travel $ $ $
Cleaning and maintenance $ $ $
Commissions $ $ $
Insurance $ $ $
Legal and professional fees $ $ $
Management fees $ $ $
Mortgage interest paid to banks $ $ $
Other interest $ $ $
Repairs $ $ $
Supplies $ $ $
Taxes $ $ $
Utilities $ $ $
Other (list) $ $ $
$ $ $
$ $ $
$ $ $
$ $ $
Property Information
If this is your rst year with our rm, please provide a depreciation schedule for all property placed in service before 2021.
Property Purchased. Treat the cost of improvements made to real property as the purchase of a new asset.
Asset Date purchased Cost Date placed in service
$
$
$
$
$
Property Sold or Taken Out of Service
Asset Date sold or taken out of service Selling price Trade in?
$
$
$
$
$
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2021 Individual Taxpayer Organizer

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Completed 2 February 2022

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