Income Tax Organizer - Section Five

Miscellaneous Questions

Please answer the following questions, and where appropriate, include all pertinent details.

    Were there any births, adoptions, marriages, divorces, or deaths in your immediate family during the year?
    Are any of your unmarried children, who might be claimed as dependents, 19 years of age or older?
    Can you be claimed as a dependent on another person's tax return?
    Did you or your spouse receive any disability income during the year? If yes, enter amount $__________________.
    Did you sell any stocks, bonds, or other investment property during the year? If yes, have you listed the description, date acquired, date sold, sales price, cost or other basis in Section Two of this organizer?
    Did you receive any K-1s from partnerships, estates, trusts, LLCs? If so, please attach.
    Did you purchase, sell, or refinance your principal home or your second home, or get a home equity loan during the year? If yes, please attach escrow papers and other relevant information.
    Did you or your spouse "roll over" a profit sharing or retirement plan distribution into another plan? If yes, enter amount $_________________, and attach Form 1099-R.
    Does anyone owe you money which has become uncollectable?
    Did you incur a loss because of damaged or stolen property?
    Did you incur moving expenses during the year due to a change of employment?
    Did you use your car on the job (other than to and from work)?
    Did you or your spouse work out of town for part of the year?
    Did you have an interest in or signature over a bank or brokerage account in a foreign country, or were you a grantor of or transferor to a foreign trust?
    Do you or your spouse want to allocate $3 to the Presidential Election Campaign Fund?
    Were you audited by either the Internal Revenue Service or a state taxing agency during the year?

Please Provide Prior Year's Tax Returns

page 1 2 3 4 5

Hickman & Associates, CPAs, P.C.
Certified Public Accountants
Mailing Address: P.O. Box 305140
Nashville, TN 37230
Street Address: 2451 Atrium Way
Nashville, TN 37214

(615) 391-2930 • Fax: (615) 316-5416

Back to main site