Tax Organizer 2023
For returns completed in 2024. Please note: This organizer is intended to give your tax preparer a clearer picture of your tax and financial situation in order to ask informed questions to complete a correct return. It is not all-encompassing; if you have questions, please contact your preparer- your financial situation may not be listed below.
Section 1: Personal Information
Taxpayer Legal Name
First Name
Middle Initial
Last Name
Taxpayer Date of Birth
-
Month
-
Day
Year
Date
Taxpayer SSN
Is the taxpayer deceased?
Yes
No
Taxpayer Date of Death
-
Month
-
Day
Year
Date
Taxpayer Occupation
Is the taxpayer blind?
Yes
No
Is the taxpayer disabled?
Yes
No
Was the taxpayer legally married on 12/31/2023?
Yes
No
How would you and your spouse like to file?
Married Filing Separately
Married Filing Jointly
We're not sure; we'd like your advice
Spouse Legal Name
First Name
Middle Initial
Last Name
Spouse Date of Birth
-
Month
-
Day
Year
Date
Spouse SSN
Is the spouse deceased?
Yes
No
Spouse Date of Death
-
Month
-
Day
Year
Date
Spouse Occupation
Is the spouse blind?
Yes
No
Is the spouse disabled?
Yes
No
Section 2: Filing Status
I believe that I should file as...
Single
Married Filing Jointly
Married Filing Single
Head of Household
Qualifying Widow(er)
Can someone else claim you as a dependent on their return?
Yes
No
Were you legally married on 12/31/2023?
Yes, married
Yes, but with a formal decree of separation
No
Were you legally divorced on or before 12/31/2023?
Yes
No, but with a formal decree of separation
No
Date of Divorce or Separation Decree
-
Month
-
Day
Year
Date
Did you live apart from your spouse for all of 2023?
Yes
No
What year did your spouse die?
Section 3: Dependents
Do you have dependents to enter?
Yes
No
Dependent 1 Full Legal Name
First Name
Middle Initial
Last Name
Dependent 1 Relationship to Taxpayer
Dependent 1 Date of Birth
-
Month
-
Day
Year
Date
Dependent 1 SSN
Did Dependent 1 live with you all year? If not, how many months did they live with you?
Is Dependent 1 disabled?
Yes
No
Is Dependent 1 a full-time student?
Yes
No
What was Dependent 1's gross income in 2023?
Do you have another dependent to enter?
Yes
No
Dependent 2 Full Legal Name
First Name
Middle Initial
Last Name
Dependent 2 Relationship to Taxpayer
Dependent 2 Date of Birth
-
Month
-
Day
Year
Date
Dependent 2 SSN
Did Dependent 2 live with you all year? If not, how many months did they live with you?
Is Dependent 2 disabled?
Yes
No
Is Dependent 2 a full-time student?
Yes
No
What was Dependent 2's gross income in 2023?
Do you have another dependent to enter?
Yes
No
Dependent 3 Full Legal Name
First Name
Middle Initial
Last Name
Dependent 3 Relationship to Taxpayer
Dependent 3 Date of Birth
-
Month
-
Day
Year
Date
Dependent 3 SSN
Did Dependent 3 live with you all year? If not, how many months did they live with you?
Is Dependent 3 disabled?
Yes
No
Is Dependent 3 a full-time student?
Yes
No
What was Dependent 3's gross income in 2023?
Do you have additional dependents?
Yes
No
If you have additional dependents that you cannot enter here due to space limitations, please contact carly@carlydoesbooks.com for further instruction on providing dependent information.
Section 4: Refund Information
If I am due a tax refund, I would like that refund to be delivered to me by...
Check
Direct Deposit (please upload account/routing info to SmartVault)
Section 5: Healthcare Information
Please indicate where you/your household received health insurance.
Employer
Government-Sponsored Marketplace (like a state exchange or healthcare.gov)
Private Exchange
No Health Insurance
Medicare/Medicaid
Section 6: Miscellaneous Personal information
Do you wish to contribute $3 to the Presidential Election campaign fund?
Yes
No
Were you a victim of identity theft and have you been contacted by the IRS?
Yes
No
Were you (or your spouse) a nonresident alien for any part of 2022?
Yes
No
Have you received any notices or correspondences from the IRS or state in the past 3 years?
Yes
No
Do you have any children 18 or younger (or student under 24) who had unearned income of more than $2,200?
Yes
No
Do you claim your dependents every year?
Yes
No
Did you give a gift of more than $17,000 to one or more people?
Yes
No
Section 7: Income
Please indicate which type of income statements you expect to receive.
Form W2 (Wage and Salary Statement)
Form 1099-INT (Interest Income)
Form 1099-DIV (Dividend Income)
Form 1099-R (Retirement Income)
Form 1099-SSA (Social Security Income)
Form 1099-G (Unemployment Income and Certain Tax Refunds)
Form 1099-B (Capital Gains/Losses)
Form 1099-MISC/1099-NEC/1099-K
Schedule K-1 (Partnership/Corporation/Trust Schedules)
Do you have income (cash, check, bank payment, etc) that was not reported to you on any tax form?
Yes, from self-employment/freelancing
Yes, from renting out a property I own
Yes, from alimony
Yes, from cash tips
Yes, from something else
No
Other
Please describe the work done to receive the unreported income.
What is the amount of unreported income? If multiple streams, please separate with commas.
Did you have unemployment compensation in 2023? If so, please enter the amount you received. If not, please leave blank.
Did you have jury duty compensation in 2023? If so, please enter the amount you received. If not, please leave blank.
Did you have scholarship/grant/fellowship compensation in 2023? If so, please enter the amount you received. If not, please leave blank.
Did you have gambling winnings in 2023? If so, please enter the amount you received. If not, please leave blank.
Did you receive child support in 2023?
Yes
No
Did you receive alimony in 2023?
Yes
No
Did you sell a home you owned in 2023?
Yes
No
Section 8: Deductions and Adjustments
Did you make student loan payments in 2023?
Yes
No
Did you attend an educational institution in 2023?
Yes
No
Are you a K-12 teacher?
Yes
No
Did you donate money or goods to charitable organizations in 2023?
Yes
No
If yes, what amount in monetary donations did you give?
Did you pay alimony in 2023?
Yes
No
Did you pay child support in 2023?
Yes
No
Did you contribute to a traditional IRA in 2023?
Yes
No
How much have you already contributed to the traditional IRA for 2023?
How much (more) do you plan to contribute to the traditional IRA for 2023 before 4/15/2024? If you want to know the max allowed, type "Let me know!"
Did you contribute to a ROTH IRA in 2023?
Yes
No
How much have you already contributed to the ROTH IRA for 2023?
How much (more) do you plan to contribute to the ROTH IRA for 2023 before 4/15/2024? If you want to know the max allowed, type "Let me know!"
Did you contribute to an SEP/SIMPLE IRA in 2023?
Yes
No
How much have you already contributed to the SEP/SIMPLE IRA for 2023?
How much (more) do you plan to contribute to the SEP/SIMPLE IRA for 2023 before 4/15/2024? If you want to know the max allowed, type "Let me know!"
Did you contribute to a health savings account in 2023?
Yes
No
How much did YOU (not your employer) contribute to the HSA in 2023?
Did you refinance a mortgage in 2023?
Yes
No
Did you purchase any large item(s) in 2023 for which you paid a large amount of sales tax?
Yes
No
Did you purchase a home in 2023?
Yes
No
Section 9: Estimated Tax Payments
Did you make any quarterly/estimated tax payments in 2023?
Yes
No
Please list the dates of estimated payments and the amounts paid, along with whether they were federal or state deposits.
i.e. 4/12/2023 - Federal - $500, 4/12/2023 - Illinois - $100
Thank you!
Please note that in addition to this questionnaire, Carly will need all tax forms you receive, along with additional information. Information that should be uploaded to the SmartVault portal includes, but is not limited to: driver license/state ID or passport for taxpayer and spouse, legal identification (birth certificate, passport, or driver license/state ID) for all dependents, SSNs or ITINs for all listed on tax return, including your spouse if you are married but filing separately, and bank routing and account information if you indicated you'd like to receive any applicable refund by direct deposit.
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