Fillable Simple Tax Organizer Tax documents To make your (Tucson Tax Team)

Fill Online, Printable, Fillable, Blank Simple Tax Organizer Tax documents To make your (Tucson Tax Team) Form

Use Fill to complete blank online TUCSON TAX TEAM pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

Simple Tax Organizer Tax documents To make your (Tucson Tax Team)

On average this form takes 7 minutes to complete

The Simple Tax Organizer Tax documents To make your (Tucson Tax Team) form is 2 pages long and contains:

  • 0 signatures
  • 23 check-boxes
  • 18 other fields

Country of origin: US
File type: PDF

Use our library of forms to quickly fill and sign your Tucson Tax Team forms online.

BROWSE TUCSON TAX TEAM FORMS

Related forms
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
Simple Tax Organizer
To make your tax appointment as easy and painless as possible,
complete each applicable section below and bring the selected
items to your next appointment with us.
Tax documents
See what documents apply to you; bring those with you to your appointment.
Applicable tax documents
All 1099s (for interest, dividends, from brokerage accounts, social security, retirement
accounts, unemployment, state tax refund, miscellaneous income)
W-2G (gambling income)
K-1s (partnerships, S-corporations, estates, trusts)
Documents showing student loan interest paid
Documents showing HSA contributions and distributions
1099Q (withdrawals from an education account)
1098T (tuition paid)
1099A or 1099C (abandonment or foreclosure of property, cancellation of debt)
Closing statements on any property purchased or sold
Documents on any other income you received
Legal papers for adoptions, divorce or separation
Tax notices received from IRS or state taxing authorities
Receipts for Arizona Tax Credit donations (if you are not sure, bring them in)
Copy of last year's tax return if not prepared by us
Tax payments
Complete this section if you make estimated tax payments. Please provide the dates
and amounts of payments sent in.
Record any Federal tax payments made Record any State tax payments made
Date
$ Date $
Date
$ Date $
Date
$ Date $
Date
$ Date $
Client's name
Status update
An easy checklist that helps us understand what we need to discuss with you.
Check if any of the following apply to you
My marital status has changed.
My dependents have changed.
My spouse and I both work or are students and we paid for dependent care.*
I added solar energy equipment go my primary residence.*
I contributed money to a retirement plan.
I have foreign investments or bank accounts.
I have previously been denied Earned Income Credit.
I paid for education for myself, spouse or dependent.
I loaned money to someone with a legal promissory note and it is now uncollectible.
*Please bring receipts if you checked these items
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

Simple Tax Organizer Tax documents To make your (Tucson Tax Team)

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 10 March 2021

Message

View Audit Log
Print With Audit Log
Duplicate Document