Need to Download an Organizer Page? 

 

Click on the links below to download a pdf of an organizer page. 

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The Really Short Version of the Organizer (this is a condensed version for simple returns)

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Basic Information needed from all taxpayers:

• Personal and Dependent Information ORG6

• Estimated and other tax payments ORG40

• Health Insurance Coverage ORG3A

• Use Tax (Maine)

Organizer Pages for Specific Situations:

• Alimony Paid ORG 28

• Alimony Received ORG10

• Business Income and Expenses from Self Employment ORG19

  • Business and Investment Questions ORG4

  • Business Car and Truck Expenses ORG18

  • Business Office In Home Expenses ORG20

  • Fixed Asset Additions (For Depreciation) ORG51

  • Self Employed Health Insurance  - Included on ORG 19 Above

  • Sales of Business Property ORG24

• Child & Dependent Care Expenses ORG35

• Dividend Income (Please provide 1099’s) ORG11

• Education ORG36

• Estate Income (Please provide K-1’s)

• Farm Income and Expenses ORG27

  • Farm Office In Home Expenses ORG20

  • Farm Car and Truck Expenses ORG18

  • Sales of Farm Property ORG24

• Foreign Earned Income ORG52

• Gambling and Lottery Winnings (Please provide W-2G) ORG

• Household Employees ORG41

• Installment Sales ORG23

• Interest Income (Please provide 1099’s) ORG 11

• Itemized Deductions

  • Charitable Contributions and Miles Driven for Charity ORG14

  • Noncash Charitable Contributions ORG14A

  • Employee Business Expenses ORG17

  • Employee Office In Home Expenses ORG17A

  • Interest Paid (Mortgage, etc.) ORG14 (Please provide 1098)

  • Investment Interest Expense ORG14

  • Medical and Dental Expenses ORG13

  • Miscellaneous Itemized Deductions ORG15

  • Taxes Paid ORG13

• Miscellaneous Income on 1099-MISC (Please provide 1099s)

• Miscellaneous Income not from 1099-MISC ORG10

• Moving Expenses ORG16

• Other Income Not Reported Elsewhere ORG10

• Partnership Income (Please provide K-1’s)

  • Partnership Expenses (NOT already reported on K-1) ORG48

• Rental Income and Expenses ORG25

  • Business and Investment Questions ORG4

  • Fixed Asset Additions (For Depreciation) ORG51

  • Rental Car and Truck Expenses ORG18

  • Sales of Business Property ORG24

• Retirement Contributions

  • IRA Contributions ORG28

  • Keogh Plan Contributions ORG28

  • SEP Plan Contributions ORG28

  • Simple Plan Contributions ORG28

• Retirement and Annuity Income

  • Annuity Payments Received (Please provide 1099-R)

  • IRA Distributions and Rollovers (Please provide 1099-R)

  • Pension Payments Received (Please provide 1099-R’s)

  • Social Security Benefits (Please provide SSA-1099) ORG 10

• Royalty Income and Expenses ORG25

• S Corporation Income (Please provide K-1’s)

• Sale of Home ORG22

• Sales of Stock, securities (Please provide 1099-B and full brokerage statements)

• State and local tax refunds (Please provide 1099-G)

• Trust Income (Please provide K-1’s)

• Unemployment Compensation (Please provide 1099-G)

• Wages and Salaries (Please provide W-2’s)