ࡱ> 574 cbjbj ;$c ||$e8      ? j FFF F"F# qhF50e   Tr^L*  r.eFFFF | : ALL ABOUT TAXES 1975 South Sheridan Blvd. Denver, CO 80227 303-763-2870 INCOME TAX ORGANIZER GENERAL INFORMATION: Taxpayers Name:_________________________________ Social Security Number_____________ Occupation___________ Birth date_________ Spouses Name____________________________________ Social Security Number____________ Occupation ___________ Birth date _________ Current Address__________________________________________________________________________________________________________ Street City State Zip Phone # DEPENDENTS: Effective January 01, 2008 All dependents MUST be either Blood related, legally adopted, or Court Ordered First and Last Name Date of Birth Social Security Number Relationship Months in home School attended Daycare Y or N INCOME: W-2 Income___________________ Pension Income______________________ Social Security Income_____________________ Interest Income_________________ Dividend Income ____________________ Stock Sale Income _________________________ Gambling Income _______________ Unemployment Income_______________ Self Employment Income____________________ State Refund ___________________ Alimony ___________________________ Other Income _____________________________ ADJUSTMENTS TO INCOME: IRA______ Tuition _______Student Loan Interest _________Moving Expense _________Savings Withdrawal Penalty __________ INCOME TAX ORGANIZER ITEMIZED DEDUCTIONS: Medical Drugs_________ Insurance Premiums ________ Doctors __________ Dentists _________ Hospitals ________________ Vision_________ Hearing __________________ Therapy __________Mileage for Medical ________________________ Taxes Real Estate Tax ________________________ Ownership Taxes on Vehicles ______________________ Additional State/Local Income Tax________________ Sales Tax on large item purchases __________________ Interest Paid Home Mortgage____________________________ Second Home Mortgage _____________________________ Effective 01-01-2007: Points on Refinance _____________(If refinanced in current year please bring Settlement Sheet) Mtg. Insurance____________ Contributions (Receipted Cash Contributions)Effective Jan 2007, Deduction must have receipt for all Cash over $250 Church________ Cancer Fund _______ United Way________ Red Cross_________Misc____________ (Non-Cash Contributions) Effective Jan 2007 Need date and $ of purchase amount of any donations. Goodwill __________ Salvation Army _________ ARC ________ DAV _________ Other ______________ Miscellaneous: Dues & Licenses_________ Union Dues ________ Uniforms __________ Subscriptions __________ Tools _________ Tax Prep Fee _________ Safe Deposit Box Rental________ Investment Fees ___________ Gambling Losses (not to exceed reported Gambling income)_________ Daycare/Nursing care (for qualified dependent) __________________________________________________________________________________ Name Address SSN or Fed. ID Amount Paid ;I_ub l  ? 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