Tax Organizer - 2000

Robert A. Woloshen, CPA

853 Broadway, Suite 1101
New York, New York 10003
Telephone (212) 843-3486
You are invited to print out this organizer, fill it in and mail it to us. We will then complete your tax return and mail it to you within two weeks. Our prices are exceptionally reasonable.

 This will help you organize your tax information (and make sure you don't miss any important deductions). Whether you do your own tax return or use the services of a CPA firm, we hope you'll find it useful and informative!

 Important note: some information has been compiled in tabular format. Make extra pages if the blank tables are too small. Round all dollar amounts to the nearest dollar.

General Questions

If any of the following questions pertain to you for the year 2000, check the appropriate box and enclose any additional information that might be helpful in preparing your return.
Yes No Do you want your refund or IRS correspondence to go to an address different than the one on this organizer? If yes, please indicate the address: 
Yes No Has your marital status changed since last year?
Yes No If you are married and filing a separate return, did you live apart from your spouse last year?
Yes No If you are married and filing a separate return, is your spouse itemizing his/her deductions?
Yes No Can you be claimed as a dependent by another person?
Yes No Do you have any new dependents since last year?
Yes No Are any of the dependents listed on last year's return no longer your dependents?
Yes No Did any of your dependent children under 14 years of age have investment income of over $1,300.00?
Yes No Did you receive any correspondence from the IRS or state tax office regarding prior year's returns?
Yes No Do you want all or part of your Federal or State refund applied to next year's estimated tax payments?
Yes No Did you receive an income tax refund from a state other than your state of residence?
Yes No Do you expect your income or withholding to change substantially this year?
Yes No Did you receive tip income which was not reported to your employer?
Yes No Did you receive a distribution from a pension or profit-sharing plan or IRA in 2000?
Yes No Did you "rollover" an IRA or distribution from a qualified employer plan?
Yes No Did you receive any disability payments?
Yes No Did you exercise any stock options last year?
Yes No Did you buy/sell any stocks or bonds last year?
Yes No Did you make any sales on the installment method?
Yes No Did you sell your personal residence last year?
Yes No Did you receive stock from your employer as a bonus?
Yes No Did you begin or end a business last year?
Yes No Did you have any work-related expenses?
Yes No Did you use a vehicle in the course of your work?
Yes No Did you have any educational expenses that were work related?
Yes No Did you incur any casualties or thefts last year?
Yes No Did you incur any relocation expenses to begin a new job or business?
Yes No Were your moving expenses reimbursed by your employer?
Yes No Did you make donations other than cash in an amount greater than $500.00?
Yes No Did you use any part of your home for your job or business?
Yes No Did you refinance a mortgage of your first or second home after 10/13/87?
Yes No Did you take an equity loan on your first or second home after 10/13/87?
Yes No Did you have mortgages exceeding the fair market value of the property?
Yes No Did you borrow money either directly or indirectly to make an investment?
Yes No Did you purchase a deisel powered vehicle in 2000?
Yes No Did you make any loans at or below market interest rates?
Yes No Did you make any loans that became uncollectable this year?
Yes No Did you use gasoline of other fuel for off-highway business use, farming, fishing, buses, taxicabs or aviation?
Yes No Did you make any gifts to a trust?
Yes No Did you make any gifts to individuals of over $10,000.00?
Yes No Did you pay or have withheld any taxes to foreign countries?
Yes No Did you have any income from foreign sources last year?
Yes No Did you work outside the U.S. last year?
Yes No Did you have an interest in, or signature over, a foreign financial account(s) with a total value of $10,000.00 or more?
Yes No Were you a grantor or transferor to a foreign trust?
Yes No Have you cashed in any Series EE U.S. Savings Bonds issued after 1989 for qualified higher education?
Yes No Did you pay any household employee wages of $1,000.00 or more?
Yes No Did you withhold federal income tax on a household employee?
Yes No Did you adopt any children last year?
Yes No Did you have a Medical Savings account or receive payments under a Long Term care insurance contract?

Personal Information

Name Social Security # Occupation
Taxpayer
Spouse

Filing Status:
 
  

Single
Married Filing Joint
Married Filing Separately
Head of Household (qualifying person for Head of Household in not dependent)
Qualified Widow(er)
Date Of
Birth		 Over
65?		 Blind? Disability
(If applicable)		 Date of Death
(If applicable)		 Elect to Send $3
To Pres Camp Fund?
TaxPayer
Yes No
Spouse
Yes No

Address and Phone:
 
  




Dependents
Name T/S Age A/O
12/31/00		 Soc Sec # Relationship Months
W/You
In 2000

If any of your dependents under age 14 have more than $1,300.00 of investment income, please provide the dependent's tax records.

Child and Dependent Care Expenses
Name of Organization/Person
who provided the care		 Full Address Employer ID #
or Soc Sec #		 Amount
Paid



Qualifying person's name/social security number, and qualified expenses incurred.
 
 
Full Name Social Security Number Amount Paid

Enter the amount of any employer-paid dependent care benefits:

Please enclose all copies of form W-10, Dependent Care Provider's Identification and Certification, you received.

Income

Please enclose all copies of your Forms W-2, W-2G, 1099R and 1099MISC.
(T/S = Taxpayer/Spouse)

Wages, Salaries, Tips and Other Employee Compensation
Employer T/S Federal
Tax W/H		 Federal
Wages		 SS
W/H		 Medicare
W/H		 State
Tax W/H		 Local
Tax W/H
Members of a Pension Plan?
- Taxpayer YesNo 
- Spouse Yes No 

IRA Distributions
Source/Payer T/S Federal
Tax W/H		 Gross
Distribution		 Taxable
Amount		 State
TaxW/H

Pension and Annuity Income
Source/Payer T/S Federal
Tax W/H		 Gross
Distribution		 Taxable
Amount		 State
TaxW/H

Other Income
2000 1999
State and Local income Tax Refunds
Taxpayer
Spouse
Alimony Received
Taxpayer
Spouse
Unemployment Compensation
Taxpayer
Spouse
Social Security Benefits Received
Taxpayer
Spouse
Other (please specify)
SE
T/S

SE = Please check box if income is from self-employment.

Adjustments to Income, Estimated Taxes and Direct Deposit

Adjustments To Income
2000 1999
IRA Contributions
By Taxpayer
By Spouse
Total Value of Your IRA's as of 12/31/00
By Taxpayer
By Spouse
Health Insurance Payments for Self-employed
(Indicate the amount of insurance premiums paid to cover yourself, spouse and dependents)
By Taxpayer
By Spouse
Self-employment Retirement (Keogh) Plan
By Taxpayer
By Spouse
Alimony/Legal Separation Payments
By Taxpayer
By Spouse
Recipient's name/Soc Sec #

Estimated Taxes

Federal Taxes Paid In 2000
Date Due Date Paid Amount Paid
1999 refund applied to 2000 estimated tax:
1st Quarter 2000 payment:
4/15/00
2nd Quarter 2000 payment:
6/15/00
3rd Quarter 2000 payment:
9/15/00
4th Quarter 2000 payment:
1/15/01

State Taxes Paid In 2000
Date Due Date Paid Amount Paid
1999 refund applied to 2000 estimated tax:
1st Quarter 2000 payment:
4/15/00
2nd Quarter 2000 payment:
6/15/00
3rd Quarter 2000 payment:
9/15/00
4th Quarter 2000 payment:
1/15/01

Direct Deposit

Routing Transfer Number
Type of Account
Depositor Account Number

Interest and Dividends

Please indicate below the amount of all taxable and non-taxable interest received from bank accounts, bonds, treasury bills, loans you made to others, etc. If you received interest from a seller financed mortgage, please include the payer's social security number and address. List any dividends received in the space provided. Please add any sources of interest and dividends not already shown below.
(T/S/J = Taxpayer/Spouse/Joint)
PLEASE ATTACH ALL FORMS 1099. Use an additional sheet if necessary.

Interest - 2000
Payer T/S/J Type State Interest Backup
Withholding		 1999

Penalty on Early Withdrawal of Savings

Taxpayer
Spouse
Dividends - 2000
Payer T/S/J Gross
Dividends		 Capital
Gains		 Non
Taxable		 Ordinary
Fed Ex		 Ordinary
State Ex		 Backup
W/H		 1999

Profit or Loss From Business or Profession

General Questions

Business Name: 
Owner: Taxpayer , Spouse , Employer ID # , Business Code 
Business/Profession: 
Business Address: 

Method of accounting (check one) Cash  Accrual  Other 
Method used to value inventory (check one) Cost  LCM  Other  Does not apply

Yes No: Was there any change in determining quantities, cost or valuations between opening and closing inventories?
Yes No: Did you begin or end this business in 2000?
If yes, enter date began: , enter date ended: .
Yes  No  Not Sure Did you materially participate in the business operation in 2000?
Yes  No  Not Sure Were all amounts that you invested at risk?
Indicate percentage of home used for business: %
Yes No  Are you a statutory employee?

Income and Cost of Goods Sold
2000 1999 2000 1999
Gross receipts/sales Labor costs
Returns and allowances Materials/supplies
Beginning inventory Other costs
Ending inventory
Goods purchased for resale less
amount withdrawn for own use		 Other income

Business Expenses
2000 1999 2000 1999
Advertising Pension Plan
Bad debts Rent: Mach/Equip
Car & Truck Expenses Rent: Other
Commissions Repairs
Depletion Supplies
Depreciation Taxes
Employee Benefit Travel
Insurance Meals & Entertainment
Interest: Mortgage Utilities
Interest: Other Wages
Legal & Prof. Other Expenses
Office Expenses
Amortization
Office in Home

Auto Expenses
Gas, Oil, Repairs, etc.
2000 Business Miles
2000 Commuting Miles
2000 Other Personal Miles
Other Expenses (tolls, etc.)

On the depreciation summary, please list all assets, equipment, buildings, improvements, vehicles and machinery placed in service or disposed of in 2000.

Capital Gains and Losses

Please list below all information relating to dispositions of stocks, bonds, mutual funds, non-business property, etc.
Please attach all Forms 1099-B or 1099-S which you received.
(T/S/J = Taxpayer/Spouse/Joint)
Description T/S/J 1099-B
Received?		 Date
Acquired		 Date
Sold		 Sales
Price		 Cost
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN
YN

Capital Loss Carryover Information

Long-term loss carryover from last year:
Short-term loss carryover from last year:

Proceeds From Installment Sales

Description of Property:
Owned by:
Date Acquired:
Date Sold:
YN:  Was Property sold to a Related Party after May 14, 1980?
YN: If Above answer is Yes, was the Property a Marketable Security?
YN: Is this the final year?
Total Payments Received: 2000: 1999: 
Description of Property:
Owned by:
Date Acquired:
Date Sold:
YN: Was Property sold to a Related Party after May 14, 1980?
YN: If Above answer is Yes, was the Property a Marketable Security?
YN: Is this the final year?
Total Payments Received: 2000: 1999: 

Rental and Royalty Income and Expenses

This sheet is for listing income and expenses from rents and royalties. If you have two or more rental properties or sources of royalty income, use a separate sheet for each. Feel free to use another sheet for explanations.

General Questions

Description of Property:
Location of Property:

Owner: Taxpayer , Spouse , Joint 
Yes No: Did you are your family actively use the property as a vacation home?
If Yes, # days rented in 2000: , Days vacation use: , Days vacant: 
Yes No Not sure: Did you actively participate in the operation of the property?
Yes No: Did you acquire or dispose of the property in 2000?
If Yes, enter date acquired: , date disposed of: 
Please include a copy of the settlement statement.

 Ownership percentage: %, Personal use percentage: %

 Income and Expenses
100% 2000 1999
Rents received
Royalties received
Advertising cost
Auto and travel expense (*)
Cleaning and maintenance
Commissions
Depreciation
Insurance
Legal/professional fees
Management fees
Mortgage interest to banks (attach Forms 1099)
Other interest
Repairs (if not 100% rental, please explain)
Supplies
Taxes
Utilities
Other expenses(list)

(*) Auto expenses
Gax, oil, repairs, etc.
Miles driven in 2000 related to rental or royalty income
2000 Commuting miles
2000 Other personal miles
Other travel expenses (parking, tolls, taxi, bus, etc.)
 
Please list on the depreciation summary all improvements made to the property and any equipment or fixtures acquired or disposed of in 2000.

 100% - Please check box if expense is 100% related to rental income and not to your personal occupancy. If the expense is BOTH partially deductible and fully deductible, please explain.
 
 

Farm Income and Expenses

Name of Farm: 
Activity Code: 
Owner: Taxpayer, Spouse
Principal Product> 
Exmployer ID # 
Method of accounting: Cash, Accrual
Yes No: Did you acquire this farm in 2000?
If Yes, date acquired: , date disposed of: 
Yes No Not Sure: Did you materially participate in the operation of this business during 2000?
Yes No Not Sure: Were all amounts that you invested at risk?

 Farm Income and Cost of Goods Sold
2000 1999
CASH Sale of livestock, grains, etc. bought for resale
METHOD Cost of livestock, grains, etc. bought for resale
ONLY Sales of livestock, grains, etc. which you raised
ACCRUAL Sale of livestock, grains, etc. during the year
METHOD Cost of livestock, grains, etc. at the beginning of the year
ONLY Sales of livestock, grains, etc. purchased during the year
Inventory of livestock, grains, etc. at end of year
Cooperative distributions (from Form 1099-PATR)
Taxable amount
Agricultural Program Payments (from Form 1099-G)
Taxable amount
CCC Loans which you elect to report as income
CCC Loans forfeited or repaid as certificates
Taxable amount of forfeited/repaid CCC loans
Crop Insurance Proceeds received in 2000
Taxable amount of crop insurance proceeds
Amount of prior year's proceeds you elected to defer
Income from custom hire (machine work)
Other income (e.g.: fuel credit or refund)

Farm Expenses
2000 1999 2000 1999
Car and Truck Expenses Pension, profit sharing
Chemicals Rent, Lease: Machine, Equip
Conservation Expenses Rent, Lease: Land, Other
Custom hire, machine work Repairs, maintenance
Seeds, plants purchased
Depreciation & Section 179 Storage, warehousing
Employee Benefits Supplies purchased
Feed purchased Taxes
Fertilizers and lime Utilities
Freight and trucking Veterinary, Breeding
Gasoline, fuel and oil Other Expenses:
Insurance except health
Interest:
Mortgage
Other
Labor hired
 

On the depreciation summary, please list all assets, buildings, improvements, equipment, vehicles and machinery placed in service or disposed of in 2000.
 
 

Itemized Deductions

 
Indicate expenses allowed to be deducted from income. Entries for the specific expenses you reported last year are shown. Use a continuation page for additional items, if needed.
 
 
Medical Expenses
2000 1999
Medicine, drugs, insulin, doctors, etc.

Taxes
2000 1999
State, local income tax withheld
2000 estimated state tax payments paid in 2000
4th quarter 1999 state payment made in 2000
Balance due from 1999 state return paid in 2000
Other state, local payments made in 2000
Real estate taxes
Other taxes (Pers. Prop Taxes, State Disability Tax)

Interest
2000 1999
(*) Home mortgage interest from Form 1098
(*) Other deductible home mortgage interest (address required if electronically filing)
Deductible points (new purchase)
Investment interest
 

(*) for your primary residence and one vacation home only
 
 
Charitable Contributions
2000 1999
Contributions by cash or check
Contributions other than cash

Miscellaneous Deductions
2000 1999
Union and professional dues
Tax preparation fees
Other miscellaneous deductions (Safe Deposit, Bus pub, Prof. dues)

Travel Expenses

 
Use Part 1 if you used your vehicle for any income-producing activity or charitable or medical related travel. Part 2 is to be used to report other travel expenses as employee. For other travel expenses related to charity, rental property, business or profession income, etc., report these on the appropriate sheet.
 
 
Part 1 - Vehicle Use
Vehicle 1 Vehicle 2
Date purchased
Cost
Vehicle Expenses
Gas, oil, etc.
Insurance
License, title, registration, fees
Repairs amd maintenance
Property (Excise) tax
Interest
Lease payments
Other auto expenses
Mileage Information
Total miles driven in 2000
Total miles commuting to work
Average daily round trip commuting
Business, profession mileage use
Managing rental property mileage
Managing other investments mileage
Farming activity mileage
Charitable related mileage
Medical related mileage
Other income producing activity (list)

Part 2 - Other Employee Business Expenses
Expenses
Parking fees, tolls, bus, train, etc.
Vehicle rentals (not while away from home)
Expense away from home (airfare, hotel, car rental, etc)
Meals and entertainment expense
Other expenses (list)
Questions
Amount of reimbursements not included in W-2
Did your employer provide you with a vehicle which you had use of during off-duty hours? Yes No 
Value of car reported on W-2 as a fringe benefit
Was another car available for personal use? Yes No 
Do you have evidence to support the deduction? Yes No 
If Yes, is the evidence written? Yes No 

Office In Home

Name of Business: 
2000 1999
Area used exclusively for Business
Total area of home
Day care facilities: Total hours used (day care)
Day care facilities: Total hours available (day care)
Business percentage
Gross income
Real estate taxes
Mortgage interest
Casualty losses
Business expenses N/A to home
Utilities
Insurance
Repairs
Other expenses
Carryover expenses
Excess casualty loss
Other expense not subject to Business percentage
Depreciation (Home Assets only)
Carrayover of Unallowed Expeses from prior year
Office in Home Expense allowed

Other Expenses
Description 2000 1999

Other Expenses Not Subject to Business Percentage
Description 2000 1999

K-1 Summary

Please enclose all copies of Schedule K-1 and any correspondence received recently.

 
 
Total Income Total Income
Name of Entity T/S/J Federal ID # 2000 1999

Depreciation Summary

Asset Date Cost % Basis Acc.
Depr.		 Life Method 2000
Depr.

Sale of Residence

Date former residence sold
Face amount of mortgage received
Have you purchased or built a new principal residence? Yes No
If no, do you plan to? Yes No
Is or was any part of either main home rented or used for business? Yes No
At time of sale, age 55 or older? TaxpayerSpouse
Did the person(s) age 55 or older use the property as a main home for at least 3 out of the last 5 years? Yes No
Who owned the home (T/S/J)
If sale occurred before 5/700, do you elect to take the one time exclusion for taxpayer's age 55 or older? Yes No
If sale occurred after 5/600, do you elect the exclusion? Yes No
Selling price of home
Expense of sale
Basis of home sold
Fixing Up Expenses Date Performed Date Paid Amount
Date moved into new home
Cost of new home

Additional Details and Comments

# Description Amount

Check List and Certification

Review amounts and details listed in this organizer to assure completeness and accuracy
Enclose all W-2's, 1099's, and other requested supporting details and documents
From the books mailed to you by the IRS and State Tax Departments, enclose the front pages (with the ID labels) and the mailing (self-addressed) envelopes inside
If you pay estimated tax, enclose the Estimated Tax forms
If you purchased or refinanced your home or other property, enclose a copy of your closing statement.

Please provide a copy of the prior year's tax return!

If you would like our help, please mail your organizer together with the tax information suggested on the form to: Robert A. Woloshen, C.P.A.