Income Tax Organizer - Section Two Other Income
Dividends - Attach 1099 Forms
State Tax Refund Check if you did not itemize on your federal tax return last year. Capital Gains (stocks, bonds, other investment property)
Pensions/IRA Distributions - Attach Form 1099 / W-2s
Alimony Received Payor's Social Security #____________________________ Unemployment Received Spouse Amount $_________________ Social Security Benefits Received Spouse Amount $_________________ Miscellaneous Income ________________________________________________________________________ ________________________________________________________________________ Deductions Doctors, Dentists, etc. ______________________ Taxes Paid Real Estate Taxes - Residence _________________ Real Estate Taxes - Other Property ______________ Auto License: Personal Property Taxes _____________________ Other Taxes _______________________________ Interest Paid - Attach 1098 Forms Home Mortgage Interest Paid (2nd) ____________________ Contributions - Attach Details Contributions by Other than Cash ___________________ Miscellaneous Deductions Union /Professional Dues ________________ Investment Expense ____________________ Tax Return Preparation Fees _____________ Safe Deposit Box Rental _________________ |
Hickman
& Associates, CPAs, P.C. |