DOWNLOAD BLANK ORGANIZERS
Need to Download an Organizer Page?
Click on the links below to download a pdf of an organizer page.
The Really Short Version of the Organizer (this is a condensed version for simple returns)
Basic Information needed from all taxpayers:
Organizer Pages for Specific Situations:
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Business Income and Expenses from Self Employment ORG19
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Self Employed Health Insurance - Included on ORG 19 Above
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Estate Income (Please provide K-1’s)
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Itemized Deductions
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Miscellaneous Income on 1099-MISC (Please provide 1099s)
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Partnership Income (Please provide K-1’s)
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Retirement Contributions
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Retirement and Annuity Income
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Annuity Payments Received (Please provide 1099-R)
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IRA Distributions and Rollovers (Please provide 1099-R)
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Pension Payments Received (Please provide 1099-R’s)
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Social Security Benefits (Please provide SSA-1099) ORG 10
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S Corporation Income (Please provide K-1’s)
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Sales of Stock, securities (Please provide 1099-B and full brokerage statements)
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State and local tax refunds (Please provide 1099-G)
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Trust Income (Please provide K-1’s)
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Unemployment Compensation (Please provide 1099-G)
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Wages and Salaries (Please provide W-2’s)