Official Mini

The Official "T for Taxes" Mini Organizer

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Name __________________________________________Spouse____________________________________________

Address ___________________________________ Address ____________________________________________

Phone _____________________________________ Phone ____________________________________________

Email ______________________________________ Email ____________________________________________

Birthday ___________________________________ Birthday _________________________________________

Kids or other dependants

name ___________________ss #_____________________birthday ____________________live with you__________

Bring:

W2, any form of a year end bank statement or credit union statement. Any type of a 1098 or 1099. Sell or buy a home or business? Bring the closing statements. Inherited anything other than cash. You may owe taxes.

Self employed. Check your last year tax return for a Schedule C. It has all the items you should be looking forward. Rental. Check out your Schedule E. Farmers. Check out your Schedule F. Home owners. Mortgage Interest, Equity loan interest, property taxes, energy improvements.

Moms and Pops of little ones. For your daycare provider I need a legal name, social security or federal ID number, address and amount paid. The credit will be disallowed if you can not provide this.

Contributions, Cash and non cash.

Job expenses. For those of you that have job expenses and self employment keep the expenses separate. They are NOT the same.

If you had trouble with an Earned Income Credit in the last five years you will have trouble with it again. If you owe on student loans, federal payment plans or state payment plans or behind on child support your refund will be attached.

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