Organizer

Tax Year

Marital status:

Single Divorced Widowed Married

Name:

First Name Last Name

Name of spouse:

First Name Last Name

Email

example@example.com

Has your contact info changed?

Yes No

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Has your US bank account info changed?

Yes No

Enter bank name

Enter account number

Enter routing number

Has the amount of people living in your home changed?

Yes No

Enter info

Has your/your family’s US immigration status changed?

Yes No

Please Select

Are you, your spouse, or other persons who live with you or who you support financially enrolled in college/university in the US?

Yes No

Did you buy or sell your primary residence or any other real estate last year anywhere in the world?

Yes No

Which types of income did you have last year?

	Select if you have this type of income	Inside US	Outside US
Interest Income
Dividend Income
Investment income
Salaries / Wages
Self-employed Business Income
Profit distribution from companies
Pensions
Social Security Benefits
Gambling winnings
Rental Income
Distributions from real estate investments
Distributions from estates or trusts
Distributions from life insurances or annuities
Inheritances / Gifts ($100,000 or more)
Other

Did you sell, buy, inherit, receive as a gift, give as a gift ownership rights in a business, corporation, limited liability company, partnership trust or any other entity where you owned or now own 10% or more?

Yes No

Have you made gifts of $15,000 or more to any person?

Yes No

Are you contributing to a retirement plan, retirement savings account or other retirement fund?

Yes No

Do you have a US Health Savings Account / Medical Savings Account?

Yes No

Have you bought or sold crypto currency?

Yes No

Has anything else changed that you want us to know about?

Yes No

Enter info