Personal Tax Organizer - Wellco Accounting Partners 🏛️ Wellco Accounting Partners Personal Tax Return Organizer Tax Year 2024 📋 Section 1: Taxpayer Information Your personal details and filing status Legal First Name Prior Year: -- Middle Name/Initial Legal Last Name Prior Year: -- Social Security Number Format: 123-45-6789 Date of Birth Occupation Prior Year: -- Current Street Address Prior Year: -- City State Select State AlabamaAlaska ArizonaArkansas CaliforniaColorado ConnecticutDelaware FloridaGeorgia HawaiiIdaho IllinoisIndiana IowaKansas KentuckyLouisiana MaineMaryland MassachusettsMichigan MinnesotaMississippi MissouriMontana NebraskaNevada New HampshireNew Jersey New MexicoNew York North CarolinaNorth Dakota OhioOklahoma OregonPennsylvania Rhode IslandSouth Carolina South DakotaTennessee TexasUtah VermontVirginia WashingtonWest Virginia WisconsinWyoming District of Columbia ZIP Code Email Address Phone Number Filing Status Select Filing Status Single Married Filing Jointly Married Filing Separately Head of Household Qualifying Surviving Spouse Prior Year Status: -- ⚠️ Changes Since Last Year Address changed Marital status changed Name changed Dependents changed 👫 Section 2: Spouse Information Complete if filing jointly or separately while married Spouse's Legal First Name Middle Name/Initial Spouse's Legal Last Name Spouse's Social Security Number Spouse's Date of Birth Spouse's Occupation 👶 Section 3: Dependents List all dependents you will claim on your return Full Name Relationship Date of Birth SSN Months Lived with You Select Child Stepchild Foster Child Sibling Parent Other Relative Select Child Stepchild Foster Child Sibling Parent Other Relative Select Child Stepchild Foster Child Sibling Parent Other Relative Childcare Provider Information (if applicable) 💰 Section 4: Income Information Report all sources of income for the tax year Employment Income (W-2s) Please upload all W-2 forms to your Dropbox folder. List employers below: Employer Name Taxpayer/Spouse Approximate Wages Taxpayer Spouse Taxpayer Spouse Self-Employment / 1099 Income Payer / Client Name Type of Income Amount 1099-NEC (Non-employee comp) 1099-MISC 1099-K (Payment card) Cash/Unreported 1099-NEC (Non-employee comp) 1099-MISC 1099-K (Payment card) Cash/Unreported Other Income Sources Interest Income (1099-INT) Prior Year: -- Dividend Income (1099-DIV) Prior Year: -- Capital Gains (1099-B) Rental Income Prior Year: -- Retirement Distributions (1099-R) Social Security Benefits (SSA-1099) Unemployment Compensation Alimony Received Gambling Winnings (W-2G) K-1 Income (Partnerships, S-Corps, Trusts) Other Income (describe) 📝 Section 5: Deductions & Adjustments Expenses that may reduce your taxable income Adjustments to Income (Above-the-Line) Traditional IRA Contributions Prior Year: -- HSA Contributions Student Loan Interest Paid Educator Expenses (if applicable) Alimony Paid (divorces before 2019) Self-Employment Health Insurance Itemized Deductions We will compare itemized vs. standard deduction to maximize your benefit Deduction Type 2024 Amount Prior Year Medical & Dental ExpensesOnly deductible if exceeding 7.5% of AGI -- State & Local Taxes (SALT)Property tax + state income/sales tax (max $10,000) -- Real Estate Taxes -- Mortgage InterestForm 1098 from your lender -- Charitable Contributions - CashDonations to qualified organizations -- Charitable Contributions - Non-CashClothing, household items, etc. -- 🎯 Section 6: Tax Credits Credits directly reduce your tax liability Education Credits Tuition Paid (Form 1098-T) Student Name School Name Child & Dependent Care Credit Total Childcare Expenses Paid Dependent Care FSA Contributions Energy Credits Did you make any energy-efficient home improvements in 2024? Solar panels Energy-efficient windows/doors Heat pump / HVAC Electric vehicle purchase Energy improvement details (if applicable) 💵 Section 7: Tax Payments & Refund Preferences Estimated payments made and refund/payment preferences Estimated Tax Payments Made for 2024 Payment Date Federal Amount State Amount Q1 (April 15, 2024) Q2 (June 17, 2024) Q3 (September 16, 2024) Q4 (January 15, 2025) Prior Year Overpayment Applied to 2024 Amount applied from 2023: -- Refund Preferences If you receive a refund, how would you like it? Direct Deposit (fastest) Paper Check Apply to Next Year's Taxes Split (part deposit, part applied) Bank Name Routing Number Account Number Account Type Select Checking Savings ❓ Section 8: Additional Questions Important questions that may affect your return Did you buy, sell, or refinance a home in 2024? Yes No Did you have any cryptocurrency transactions in 2024? Yes No Includes buying, selling, trading, or receiving crypto as payment Did you have any foreign bank accounts or financial assets over $10,000? Yes No Did you receive any IRS notices or have any tax issues in 2024? Yes No Did you make any gifts exceeding $18,000 to any individual? Yes No Did you work remotely from a state different from your employer's location? Yes No 📎 Section 9: Document Checklist Please upload the following documents to your secure Dropbox folder Income Documents W-2 forms - All employers 1099-NEC/MISC - Freelance/contract income 1099-INT - Interest income 1099-DIV - Dividend income 1099-B - Stock/investment sales 1099-R - Retirement distributions SSA-1099 - Social Security benefits K-1 forms - Partnership/S-Corp/Trust income Deduction Documents 1098 - Mortgage interest statement 1098-T - Tuition statement 1098-E - Student loan interest Property tax statements Charitable donation receipts Medical expense receipts (if significant) Other Important Documents Prior year tax return (if new client) Government-issued ID (if new client) 1099-SA / 5498-SA - HSA distributions/contributions Closing statements (if bought/sold home) 📝 Section 10: Additional Notes & Questions Anything else we should know about your tax situation Is there anything else you'd like us to know? Preferred method of contact for questions Email Phone Call Text Message Best time to reach you Morning (8am - 12pm) Afternoon (12pm - 5pm) Evening (5pm - 8pm) Anytime Please review all information before submitting. You can save and return later. 📤 Submit Tax Organizer 0% Complete
