The Barrows Sollenberger Group & Barrows Wealth Management: Tax Organizer Page 2

INCOME TAX ORGANIZER (Part Two)

Your are invited to print out this organizer (there are six sections) and use it. 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!

Other Income

Interest: Attach 1099 Forms
Payor	Amount
1	$
2	$
3	$
4	$

Dividends: Attach 1099 Forms
Payor	Total	Capital Gain	Ordinary Dividend
1	$	$	$
2	$	$	$
3	$	$	$
4	$	$	$

State and Local Tax Refunds

State Tax Refund		Local Tax Refund
Amount Received	$	Amount Received	$
Check if you did not itemize in prior years

Capital Gains/Losses

Description	Date Acquired	Date Sold	Sales Price	Cost or Basis
1			$	$
2			$	$
3			$	$
4			$	$

Pensions/IRA Distributions: Attach Form 1099 / W-2's

Payor	Gross Distribution	Taxable Amount	Federal Withholding	Other Withholdings
1	$	$	$	$
2	$	$	$	$

Alimony Received

Payor		Amount Received	$
Payor's Social Security #

Unemployment Received

Taxpayer Amount	$	Tax Withheld	$
Spouse Amount	$	Tax Withheld	$

Social Security Received

Taxpayer Amount	$
Spouse Amount	$

Miscellaneous Income

Description

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