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F&F Online Tax Organizer

F&F Online Tax Organizer

Contact Info

Are you new to our firm?
YesNo

Taxpayer

Spouse - Leave blank if no spouse

Spouse address same as above?
YesNo

If you moved during 2018, enter your previous address - leave section blank if no move

Family Information

Marital status at 12/31/18

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

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

Questions - All Taxpayers

Lifestyle & Taxes

Are either you or your spouse legally blind?
YesNo

Did you pay or receive alimony in 2018?

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

Did you pay for child or dependent care so you could work or go to school?
YesNo

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?

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

Do you rent or own your home?
RentOwn

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