Annual Tax Organizer — Individual (Form 1040)
Please complete each section so we can prepare an accurate return. Enter totals if you have them; otherwise upload supporting documents in the Document Request form. Leave a line blank if it does not apply — do not write N/A.
Tax year being organized:
Section 1 — Life Changes Since Last Year
Tick all that happened during the tax year:
Briefly describe any item ticked above:
Number of W-2 wage statements you will provide:
Number of 1099-NEC / 1099-MISC (self-employment / contractor):
Number of 1099-INT (interest) / 1099-DIV (dividends):
Number of 1099-B (brokerage capital gains/losses):
Number of 1099-R (retirement / IRA / pension distributions):
Number of SSA-1099 (Social Security benefits):
Number of K-1s (partnership / S-corp / trust):
Rental property gross rents received:
Unemployment compensation (1099-G):
Gambling / prize winnings (W-2G or other):
Cryptocurrency transactions this year?
Other income not listed above (alimony received, jury duty, barter, etc.):
Section 3 — Self-Employment (Schedule C)
Section 4 — Estimated Payments & Refund
Federal estimated tax paid (Q1–Q4 total):
State estimated tax paid (Q1–Q4 total):
Prior-year refund applied to this year:
Anything else we should know about your tax situation this year?