Click the icons below to download Your very own tax organizer 2017 Individual Taxpayer Organizer 2017 Individual Taxpayer with Business Organizer 2017 Individual Taxpayer with Rental Organizer Or fill out your tax organizer below! F&F Online Tax Organizer F&F Online Tax Organizer Contact Info Your Name (First, M.I., Last) Your Email Your Phone Number Are you new to our firm? YesNo Taxpayer Occupation Street Address City State Zip County Spouse - Leave blank if no spouse Spouse Name (First, M.I., Last) Spouse Occupation Spouse address same as above? YesNo If you moved during 2018, enter your previous address - leave section blank if no move Previous Address Date of move Family Information Marital status at 12/31/18 SingleMarriedSeparatedWidow(er)Reg. Dom. Partners (RDP)Unsure Were you divorced or separated during this year? YesNo Were there any deaths in the family? YesNo Have you received any notice from the IRS or state revenue department within the past year? YesNo Dependent children - leave black if no dependent children List each dependent child's full name, separate each child with a comma Did any of the children have income above $1,050 for the year? YesNo Do any of the children have a disability? YesNo Is it anticipated that a different taxpayer will seek to claim a child listed above as their dependent for tax year 2018? YesNo Other dependents - leave black if no other dependents List each non-child dependent's full name, separate each dependent with a comma Questions - All Taxpayers Lifestyle & Taxes Are either you or your spouse legally blind? YesNo Did you pay or receive alimony in 2018? NoPaidReceived If so, how much? Did you have health insurance for you, your spouse, and all dependents for the entire year? YesNo Did you purchase health insurance through a public exchange? YesNo Will there be any significant changes in income or deductions next year, such as retirement? YesNo Did you receive income from a sharing/gig economy activity (e.g. Airbnb, Uber, etc.) YesNo Have you paid alternative minimum tax (AMT) in previous years? YesNo Did you pay anyone for domestic services in your home? YesNo Did you purchase a new energy-efficient car, truck, or van? YesNo Are you involved in bankruptcy, foreclosure, repossession, or had any debt (including credit cards) cancelled? YesNo Are you a member of the military? YesNo Were you a citizen of or have you lived in a foreign country? YesNo Do you own or have financial interest in a foreign bank or financial account? YesNo Would you like to allow your tax preparer or another person to discuss your return with the IRS? YesNo Children & Education Were any children born or adopted in 2018? YesNo Did you pay any tuition for a private school (including college) for a dependent or take classes yourself? YesNo If so, which student(s) and school(s)? - put 1 student and the corresponding school per line If so, what is the total amount paid for schooling? Did you pay for child or dependent care so you could work or go to school? YesNo If so, who was the care provider? If so, what is the total amount paid for dependent care? Do you have any children who earned more than $2,100 investment income? YesNo Investments Did you, or will you, contribute money to an IRA for 2018? NoTraditional IRARoth IRA Did you roll over any amounts from a retirement account in 2018? YesNo Did you sell or transfer any stock or sell rental or investment property? YesNo Did you have any investments become worthless or were you a victim of investment theft in 2018? YesNo Were you granted, or did you exercise, any employee stock options during 2018? YesNo Deductions Did you pay any interest on a loan for a boat or RV that has living quarters? YesNo Did you pay sales taxes on a major purchase in 2018, such as a vehicle, boat, or home? YesNo Did you have uninsured loss to your property in 2018? YesNo Business Did you work from a home ofice or use your car for business? YesNo Did you receive any income from an installment sell? YesNo Do you own a business or an interest in a partnership, corporation, LLC, farming activities, or other venture? YesNo Home Did you purchase or sell a main home during the year? YesNo If you sold a home, did you claim the First-Time Homebuyer Credit when it was purchased? YesNo Did you refinance a mortgage or take a home equity loan? YesNo Did you use any mortgage loan proceeds for purposes other than to buy, build, or substantially improve your home? YesNo Did you make any new energy-efficient improvements to your home? YesNo State Information State residency description Full-year residentPart-year residentNonresident School district Do you rent or own your home? RentOwn If applicable, list other states of residence during 2018?