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:
Pensions Retirement Annuities.pdf
Interest and Dividends.pdf
Rentals and Royalties.pdf
Employee Business Expenses.pdf
Business Use of Home.pdf
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.