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Protected: Tax Organizer Form
Step
1
of
14
7%
Year*
(Required)
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
Please select the year the form is completed for
Filing Status:*
(Required)
Head of Household
Single
Married Filing Jointly
Married Filing Separately
Qualifying Widower (must have a dependent to claim to qualify)
First Name*
(Required)
First
Middle Initial
Middle
Last Name*
(Required)
Last
Please provide date of birth:*
(Required)
MM slash DD slash YYYY
Social Security Number or Tax ID Number:*
(Required)
Current mailing address: (address, city, State, Zip)*
(Required)
Occupation:*
(Required)
Are you legally married?*
(Required)
Yes
No
If Yes, please provide Spouse's First Middle Last Name:
(Required)
First
Middle
Last
Spouse's date of birth:
MM slash DD slash YYYY
Spouse Social Security Number:
(Required)
If filing Married Filing Separate, did you live with your spouse more than half the year?
Dependent Info
Did you have any dependents that are being claimed on your return?
Yes
No
Did you support dependents for more than 6 months of the tax year?
Yes
No
Can someone else claim your dependent on this year’s tax return?
Yes
No
Number of Dependents
1
2
3
4
5
6
If you have answered yes, please provide dependent information:
Please provide name: First, Middle Initial, Last
First
Middle
Last
Date of Birth
MM slash DD slash YYYY
Social Security Number or Tax ID Number:
Relationship to you:
Dependent 2 ( First, Middle Initial, Last )
First
Middle
Last
Dependent 2 Date of Birth
MM slash DD slash YYYY
Dependent 2 Social Security Number or Tax ID Number:
Dependent 2 Relationship to you:
Dependent 3: First, Middle Initial, Last
First
Middle
Last
Dependent 3: Date of Birth
MM slash DD slash YYYY
Dependent 3: Social Security Number or Tax ID Number:
Dependent 3: Relationship to you:
Dependent 4: First, Middle Initial, Last
First
Middle
Last
Dependent 4: Date of Birth
MM slash DD slash YYYY
Dependent 4: Social Security Number or Tax ID Number:
Dependent 4: Relationship to you
Dependent 5: First, Middle Initial, Last
First
Last
Dependent 5: Date of Birth
MM slash DD slash YYYY
Dependent 5: Social Security Number or Tax ID Number:
Dependent 5: Relationship to you
Dependent 6: First, Middle Initial, Last
First
Middle
Last
Dependent 6: Date of Birth
MM slash DD slash YYYY
Dependent 6: Social Security Number or Tax ID Number:
Dependent 6: Relationship to you
Income Information:
1. Were you a W-2 employee?*
Yes
No
2. Do you own any rental property (which generates rental income)
(Required)
If yes, Please complete our Rental Income & Expense Worksheet.
Yes
No
3. Were you Self Employed (1099)*
(Required)
Yes
No
Amount of Self Employed Income?
(Required)
Was your spouse Self Employed?*
(Required)
N\A
Yes
No
Amount of Self Employed Income?
(Required)
4. Did you receive alimony?*
(Required)
Yes
No
If Yes, What was the yearly amount of alimony received?
Date of original divorce or separation agreement when alimony started?
5. Did you pay alimony?*
(Required)
Yes
No
Alimony Payments Started:*
(Required)
MM slash DD slash YYYY
If yes: Amount:
Recipient's Name:
Recipient's SSN:
7a. Did you or your spouse receive income from the following sources (you may select more than one)
List of Income Sources
Unemployment Income
Gambling Winnings
Interest or Dividends
Sale of Stock or Investment Property
Pension, IRA or 401(k) Distributions
Social Security
Disability
W2
Alimony
7b. Did you or your spouse receive income from the following sources (you may select more than one)
List of Income Sources
Unemployment Income
Gambling Winnings
Interest or Dividends
Sale of Stock or Investment Property
Pension, IRA or 401(k) Distributions
Social Security
Disability
W2
Stimulus Payments
Did you receive the 1st Stimulus Payment?
Yes
No
If you are filing Married Filing Joint or with Dependents, please be sure to include the stimulus amounts received within the household.
How much?
Did you receive the 2nd Stimulus Payment?
Yes
No
If you are filing Married Filing Joint or with Dependents, please be sure to include the stimulus amounts received within the household.
How much?
Did you receive the 3rd Stimulus Payment?
Yes
No
If you are filing Married Filing Joint or with Dependents, please be sure to include the stimulus amounts received within the household.
How much?
Schedule A
8. Did you, your spouse or dependents have medical expenses?*
(Required)
Yes
No
If yes, please provide us with the amounts of out of pocket medical and dental expenses.
9. Did you pay any real estate or personal property taxes?*
(Required)
Yes
No
If yes, please list the total amount here:
10. Do you or your spouse pay interest on a home mortgage?*
(Required)
Yes
No
If yes, please list the total amount here:
11. Did you or your spouse give any cash or non-cash items to charity?*
(Required)
Yes
No
Please provide the name of the charities for the donations above:
If yes, please list the amount or value of gift/donation below.:
12. Did you have any mileage or out of pocket work related expenses your employer did not reimburse to you?
(Required)
Yes
No
If yes, please list business millage total amount here:
Please list your any unreimbursed expenses below (Example if your employer required you to be on call)
Example – If your employer required you to be on call. (Cell phone, uniforms, travel expenses)
13. Did you add Solar Energy modifications to your home?
(Required)
Yes
No
If yes, how much did you spend?
14. Did you purchase a new or used electric vehicle?
(Required)
Yes
No
If yes, Year, Make and Model of Vehicle? How much was the vehicle purchased for?
(Required)
15. Did you sell a home or property?
(Required)
Yes
No
Please complete Sale of Property Worksheet.
16. Please list amounts of and sources of other deductions, alimony payments (ex. Tax Prep from last year, casualty and theft losses)
Schedule C
If you are self employed, please review and answer the following questions with the yearly amounts of your self employed expenses. Please complete to the best of your knowledge. Thank you!
Advertising
(Required)
Insurance
(Required)
Legal and Professional Fees
(Required)
Office Expenses
(Required)
Rent or lease of vehicles, equipment or machinery
(Required)
Repairs and Maintenance
(Required)
Supplies
(Required)
Taxes, Licenses and Permits
(Required)
Travel
(Required)
Meals and Entertainment
(Required)
Utilities
(Required)
Wages paid to employees
(Required)
Employee Benefits
(Required)
Other Expenses
(Required)
Please list other expenses such as Phone, Work Clothing, Dues & Subscriptions and all other expenses related to your industry.
Schedule C Vehicle Expenses
Year, Make and Model of Vehicles used for business
(Required)
When did you begin using the vehicle for your business?
(Required)
How many miles did you drive for strictly Self-Employment purposes?
(Required)
23. Vehicle Expenses:
Gas
(Required)
Oil
(Required)
Insurance
(Required)
Repairs
(Required)
Maintenance
(Required)
Misc Questions
17. Did you or your spouse pay for childcare while working or going to school?*
(Required)
Yes
No
If yes, please answer the following questions about Child Care:
First, Middle, Last Name of Child(ren)
Full Business or Individual Name (Care)
Phone Number of Caregiver
SCHOOL TAX ID#
Total amount paid for child care
18. Did you or your spouse contribute to an IRA or ROTH Account?
(Required)
Yes
No
If Yes – how much was contributed?
Please select your Health Insurance Situation for this tax year?
(Required)
Health Insurance through Employer
Medi-Care or Medi-Cal
Health Marketplace (Out of Pocket Insurance)
No Health Insurance All Year
If the IRS owes you a refund and you want direct deposit please fill out below:
Bank Name:
Account Number:
Routing Number:
Choose one:
Checking Account
Savings Account
19. Would you like Guardian Tax to also prepare your State returns?
(Required)
Yes
No
20. What state did you live in all year for this tax year?
(Required)
21. What state did you work in all year for this tax year?
(Required)
By entering my name below, I hereby certify that my information is truthful and correct:*
(Required)
Click HERE to download a copy of our Tax Preparation Checklist (optional)
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