2015 Tax Organizer

Personal Tax Information

Save & Return Account (Recommended) Filling out this form may take 10-30 minutes depending on level of tax complexity

New Users / Returning Users CLICK HERE to setup or return to your account for this form. Creating an account enables you to return to this form and your submitted results. An account will also enable you to partially complete this form and return later to finish. The account you establish is only for this form.

Filing Status? *

Personal Email Address *

Confirm Email *

Cell Phone Number *

Tax Payer Full Name *

Citizenship Status *

Date of Birth *

Full Time Student? *

Are you a: *

Spouse Full Name

Spouse cell phone *

Spouse personal email address *

Citizenship Status (Spouse): *

Date of Birth *

Full Time Student (Spouse?) *

Are you or your spouse a first year medical resident? * 🛈

Street Address *

Apartment Number

City *

State *

Zip Code *

Own or Rent? *

In 2015, did you have dependent children (even part year/newborns) or relatives (all year) that lived with you and you provided over 50% of their support? *

Dependent Name *

Date of Birth *

Dependent Name

Date of Birth

Dependent Name

Date of Birth

Dependent Name

Date of Birth

Do you have a foreign residence? *

Do you have foreign bank or investment accounts? *

Did you receive a state tax refund last year? *

How much was your state income tax refund last year? *

Comments for tax preparer

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