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Retirement Planning & Investment Group

Tax Organizer

Tax Deduction Finder & Problem Solver

Our Tax Organizer is designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of seven parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return.

Access any of the seven parts by double clicking on the underlined part number and print if needed. This is for informational purposes only and should not be construed as tax advice.  Please consult your tax advisor regarding your specific situation.

Part 1 :
Required For All Returns
Includes Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.
Part 2 :
Dependents, Interest & Dividend Income and Stock Sales
Part 3 :
Needed If Itemizing Your Deductions
Medical Expenses, Deductible Taxes, Interest Deductions and Child Care Expenses.
Part 4 :
Needed If Itemizing Your Deductions
Charitable Contributions, Education Expenses, Miscellaneous Deductions and Casualty Losses.
Part 5 :
Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home.
Part 6 :
Rental & Business Income
Part 7 :
Required For All Returns
Final checklist of documents and records needed.