TNYTax LLC 2023 Individual Tax Organizer
Personal Information
Taxpayer
First Name
Middle Initial
Last Name
Suffix
Date of birth
-
Month
-
Day
Year
SSN
Occupation
Email
example@example.com
Phone Number
Identification Type
ID Number
Issuing State
Issuing Date
-
Month
-
Day
Year
Expiration Date
-
Month
-
Day
Year
Address
Street Address
Street Address Line 2
City
State
Zip Code
Spouse
First Name
Middle Initial
Last Name
Suffix
Date of birth
-
Month
-
Day
Year
SSN
Occupation
Email
example@example.com
Phone Number
Identification Type
License, Passport, etc.
ID Number
License, Passport, etc.
Issuing State
Issuing Date
-
Month
-
Day
Year
Expiration Date
-
Month
-
Day
Year
Filing Status
Type a question
Single
Married filing jointly
Married filing separately
Head of household
Qualifying surviving spouse
Select all that apply to 2022
Taxpayer
Spouse
Legally blind
Permanently and totally disabled
Claimed as a dependent on another individual's tax return
Full-time student
Designate $3 to the Presidential Election Campaign Fund
Spouse is not filing a tax return (married file single)
Spouse had no income (married file single)
Dependent Information
Number of dependents
Please Select
0
1
2
3
4
5
6
7
8
9
Please Provide EIN or SS and address for the Childcare Provider
IRS Payment or Refund Preference
If you would like us to make the payment for you or if you want your refund deposited directly into your account please see below
Refund preference
Direct Deposit
Paper Check
Balance due preference
Bank draft
Mail a check
Credit card
Payment plan
Banking information
2022 Life Events
Click all that apply
Changed marital status
Taxpayer, spouse, or a dependent changed their name with the SSA
Received notice or letter from the IRS or a state revenue agency
First time filing a tax return
Taxpayer, spouse, or a dependent received an identity protection PIN from the IRS
Had a baby or adopted a child
Member of the Armed Forces
Changed address during the year
None apply
Service type
2022 Financial Events
Click all that apply
Bought, sold, or refinanced a home or rental property
Incurred property damage or theft caused by a federally declared disaster
Converted or rolled over any retirement accounts
Received, sold, exchanged, gifted, or otherwise disposed of a digital asset
Made a coronavirus-related distribution from a retirement account during 2020
Had a financial interest in or signature authority over a foreign account or trust
Made gifts of more than $16,000 to one or more individuals
Purchased health insurance through the Marketplace or a public exchange
Had health insurance coverage for the entire year (CA, DC, MA, NJ, and RI only)
None apply
2022 Income Sources
Click all that apply
Employment (W-2)
Retirement distribution (1099-R)
Social Security (SSA-1099)
Self-employment (1099-NEC or 1099-K)
State or local tax refund (1099-G)
Unemployment compensation (1099-G)
Interest (1099-INT)
Dividends (1099-DIV)
Sold stocks or investments (1099-B)
Canceled debt (1099-C)
Rent (1099-MISC)
Royalties (1099-MISC)
ESA or 529 distribution (1099-Q)
HSA or MSA distribution (1099-SA)
Partnership (Schedule K-1)
S-corporation (Schedule K-1)
Estate or trust (Schedule K-1)
Gambling (W-2G)
Farming
Other income not listed above
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
Number of forms
2022 Adjustments and Credits
Higher education expenses
Child or dependent care expenses
HSA contributions
IRA contributions
Student loan interest
Adoption expenses
Alimony paid
Educator expenses
Household employee expenses
Energy-efficient home improvements
Armed Forces moving expenses
None apply
Total adoption expenses
Total alimony paid, date of divorce, and recipient's SSN
Total educator expenses
Total household employee expenses
Total energy-efficient home improvement expenses
Total armed Forces moving expenses
General Business Information
Do you own a business
Yes
No
Business name
Proprietor
Principle product or service
EIN
Select all that applied to this business during 2022
Started or acquired
Closed, sold, or otherwise disposed
Made payments of 600 or more ton an individual who is not an employee
Accounting method
Paid self-employed health insurance premuims
Made contributions to a self-employed retirement plan
Filed Form(s) 1099 for those individuals
Accounting method
Amount
Type of retirement plan and total contributions
Estimated Taxes
Did you make any estimated payments to in 2023
Yes
No
Total amount of estimated payments
Type a question
Submit
Should be Empty: