Tax Organizer

Here are PDF versions of blank tax organizer documents.  Feel free to use these to gather information for your personal tax returns (Form 1040).

Base Information and Income Items:

Informational Questions.pdf
W2 Income.pdf
Pensions Retirement Annuities.pdf
Interest and Dividends.pdf
Self Employment.pdf
Farming Income.pdf
Rentals and Royalties.pdf


Deduction Items:

Itemized Deductions.pdf
Child Care.pdf
Employee Business Expenses.pdf
Business Use of Home.pdf


Other Items:

Sale of Capital Assets.pdf
Sale of Residence.pdf
Residential and Energy Credits.pdf




Securities offered through Southeast Investments NC, Inc. Member FINRA, SIPC. OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217. 704-527-7873.