2021 INDIVIDUAL TAX ORGANIZER

2021 INDIVIDUAL TAX ORGANIZER

With 2021 officially in the rearview mirror (see ya never!) and our sights set on 2022, it's time to start thinking about fresh starts, new beginnings, and, of course, taxes 😉.

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- Complete all applicable sections
- SKIP anything that does not apply to you
- Provide details and documentation as requested
- Please be sure to organize all of your tax documents prior to completing the form. We'll give you a list on the next page.

DOCUMENT LIST

Here is a list of documents you might need to complete your taxes.

**If you are an existing client, we may already have access to these items. If we do, you do not have to upload them.
They may NOT all apply to you

Here is what we're going to cover today
NEXT STEPS

INFORMATION SHARING AUTHORIZATION
I hereby authorize One Team Financial Group (1tFG) to share with and/or request from, Julie Moran, CPA, the Client's non-public personal and financial information, for matters relating to the delivery of tax services and to fulfill requests of the Client during their engagement with Julie Moran, CPA. The Client also grants authority to 1tFG and Julie Moran, CPA, to request and provide information via phone, email, or electronic portal, any necessary information essential to the delivery of tax planning. 1tFG and Julie Moran, CPA, are hereafter referred to as Authorized Parties for this document's purposes.

This Information Sharing Authorization DOES NOT provide the Authorized Parties the authority to transact in the Client's account[s] or to withdraw or transfer cash or securities from the Client's account[s]. 1tFG will NOT accept trade instructions from any Authorized Party without a legally executed Power of Attorney.

Further, the Advisor DOES NOT assume liability for the acts or omissions of an Authorized Party and shall reasonably rely on the Authorized Party's information without obligation for further verification.

The Client may rescind this authority, at any time, by providing written notice to the Advisor via email or text message.

By completing this form, the Client acknowledges and accepts the risks inherent to sharing private information with the Authorized Party. The Client also acknowledges receipt and understanding of 1tFG's Privacy Policy.
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Signature

Clear
Date

Month Day Year
Date

PERSONAL INFORMATION
Taxpayer's name (First, MI, Last)
Email
example@example.com
Spouse's name (First, MI, Last)
Email
example@example.com
If we did not prepare your prior year's returns, provide a copy of last year's federal and state returns.

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Are you an existing ONE Team Financial Group client?

PERSONAL INFORMATION (cont.)
Social Security number
Spouse Social Security number
Occupation
Spouse Occupation
Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Mobile
Spouse Mobile
Taxpayer citizenship/visa status
Spouse Taxpayer citizenship/visa status
Taxpayer date of birth

Month Day Year
Date
Blind?

Yes No
Spouse date of birth

Month Day Year
Date
Blind?

Yes No
Upload a copy of your Driver's License

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Upload a copy of your Spouse's Driver's License

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DEPENDENTS

Dependent children & other dependents who lived with you:

DEPENDENTS

	First Name	MI	Last Name	Relationship	Birth Date
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

Additional dependents
Additional Dependents

PERSONAL INFORMATION (cont.)
Will the address on your current returns be different from that shown on your prior year returns?

Yes No
If yes, provide the period of residence in each location.
Did any births, adoptions, changes in dependents, marriages, separations, divorces or deaths occur during 2021?

Yes No
If yes, provide details
Are you entitled to a dependence exemption due to a divorce decree?

Yes No

HEALTH INSURANCE COVERAGE
Did you and all members of your household maintain minimum essential health coverage for all months of 2021? Minimum essential coverage includes employer-sponsored health insurance coverage, Medicare, Medicaid or Tricare.

Yes No
Were either you or your spouse eligible to participate in an employer's health insurance or long-term care plan?

Yes No
Enclose Form(s) 1095-B, Health Coverage, Form(s) 1095-C, Employer-Provided Health Insurance Offer

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WAGES, SALARIES & OTHER EMPLOYEE COMPENSATION
Upload all Employer Forms W2

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Did any of your dependents have earned or unearned income of $1,100 or more?

Yes No
If yes, upload W2 or Form 1099 for dependent income

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PENSION, IRA & ANNUITY INCOME
Did you receive any distribution from an individual retirement account (IRA) or other qualified plan that was PARTIALLY OR TOTALLY ROLLED OVER into another IRA or qualified plan within 60 days of the distribution?

Yes No
Did you receive a distribution that was NOT ROLLER over?

Yes No
If yes, was it to pay for unreimbursed medical expenses or pay higher education expenses, or was the withdrawal related to certain qualified disasters or COVID-19?

Yes No
Upload Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, and Form 5498 to show the rollover

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MISCELLANEOUS INCOME
Form 1099-MISC (side jobs/income, rents, etc.)
Form 1099-INT (bank/other interest)
Form 1099-DIV (dividends)
Form 1099-B (brokerage sales)
Form SSA-1099 (social security)
Form 1099G (unemployment)
Enclose all applicable 1099 Forms

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Did you receive an economic impact payment in 2021? (Advance Child Tax Credit or Stimulus)

Yes No
If yes, please provide the date/amount
Did you receive or pay any alimony during the year?

Yes No
If yes, provide details name of person paying and receiving the alimony
Did you receive any income from cancelation of student loans or other indebtedness during the year?

Yes No
If yes, please provide details
Did you acquire, use, dispose of or hold any virtual currency/cryptocurrency?

Yes No
If yes, upload details or explain below

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REAL ESTATE
Do you own any Real Estate?

Yes No

	Amount
Advertising
Cleaning & maintenance
Commissions
Insurance
Legal & other professional fees
Management fees
Mortgage interest
Other interest
Repairs
Supplies
Taxes
Utilities
Depreciation
Other

BUSINESS INFORMATION
Do you own or you start a business during 2021?

Yes No

	Amount
Gross Sales
Returns & Allowances
Other Income

	Amount
Advertising
Commissions & fees
Contract labor
Depletion
Depreciation
Employee benefit programs
Employee retirement contributions
Insurance (other than health)
Interest - Mortgage
Interest - Other
Legal & professional services
Office Expenses
Pension & profit-sharing plans
Rent & lease - Vehicles, machinery, and equipment
Rent & lease - Other business property
Repairs & Maintenace
Supplies
Taxes & licenses
Travel expenses
Meals
Utilities
Wages paid
Lobbying expenses
Club dues: Civic club dues
Club dues: Social club dues
Other

	Amount
Health insurance premiums
Retirement contributions
State taxes

BUSINESS - CAR & TRUCK
Did you acquire, lease or dispose of a vehicle used for business during this year?

Yes No

CAR & TRUCK EXPENSES (if using mileage method)


Vehicle description
Date placed in service
Cost/fair market value
Lease term (if applicable)
Total business miles
Total commuting miles
Total other personal miles
Total miles this year
Average daily round trip commuting distance

CAR & TRUCK EXPENSES (omit if using mileage method)


Gas, Oil
Taxes and tags
Repairs
Interest
Tires, supplies
Parking
Insruance
Tolls
Lease Payments
Other

Did you use the above vehicle in this business for less than 12 months?

Yes No
If yes, enter the number of months.
Do you have another vehicle available for personal purposes?

Yes No

BUSINESS - HOME OFFICE

To qualify for an office-in-home deduction, the area must be used exclusively for business purposes on a regular basis. If you are self-employed, it must be your principal place of business.
Business or activity for which you have a home office
Total area of the house (square feet)
Area of business portion (square feet)

CONTRIBUTIONS TO RETIREMENT PLANS

	Taxpayer	Spouse
Are you covered by a qualified retirement plan?
Did you make IRA contributions this year?
Did you make Roth IRA contributions this year?

MEDICAL & DENTAL EXPENSES
Please note that medical expenses must exceed 7.5% of adjusted gross income to be deductible as an itemized deduction.

Itemized deductions are generally only beneficial if they exceed your standard deduction ($12,550/single, $25,100/joint).

Health insurance premiums and medical expenses paid with pre-tax dollars (cafeteria plans, HSAs, etc are not deductible.)

Medicine & Dental expenses

	Amount
Premiums for health & accident insurance
Long-term-care premiums
Medicine & drugs (prescription only)
Doctors, dentists, nurses
Hospitals, clinics, laboratories
Eyeglasses
Corrective surgery
Ambulance
Medical supplies & equipment
Hearing aids
Lodging and meals
Travel
Mileage (number of miles)
Long-term care expenses
Payments for in-home care
Other
Insurance reimbursements received

Were any of the above expenses related to cosmetic surgery?

Yes No

OTHER DEDUCTIONS
Did you or any other member of your family pay any post-secondary educational expenses this year?Was any of the preceding tuition paid with funds withdrawn from an educational IRA or 529 plan?

Yes No
Was any of the preceding tuition paid with funds withdrawn from an educational IRA or 529 plan?

Yes No
Form 1098-T (Education)

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Sales tax on major items (auto, boat, home improvements, etc.)

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Student loan interest

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Charitable Donations for which you have receipts

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EXPENSES incurred in performing volunteer work for charitable organizations

	Amount
Parking fees & tolls
Supplies
Meals & entertainment
Other (itemized)

Automobile mileage used when performing volunteer work for charitable organizations
Form 198-C, Contributions of Motor Vehicles, Boats, and Airplanes

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CHILDCARE/HOME CARE EXPENSES
Did you pay an individual or an organization to perform services for the care of a dependent under 13 years old or over 13 if physically or mentally incapable of caring for themselves to enable you to work or attend school on a full-time basis?

Yes No
Did you pay an individual to perform in-home health care services for yourself, your spouse or dependents?

Yes No
Attach documents to support dependent care or complete the worksheet below.

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DEPENDENT CARE: INDIVIDUALS/ORGANIZATIONS
DEPENDENT CARE: INDIVIDUALS/ORGANIZATIONS
ADDITIONAL DEPENDENT CARE INDIVIDUALS/ORGANIZATIONS

BANKING INFO
Do you want any federal or state refund deposited directly into your bank account?

Yes No
Do you want any balance due directly withdrawn from this same bank account?

Yes No
If you owe federal or state tax upon completion of your return, are you able to pay the balance due?

Yes No
If yes, enclose a voided check or provide your bank routing number and account number below

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Bank Name
Routing #
Account #

ESTIMATED TAX PAYMENTS MADE
Did you make estimated tax payments during 2021?

Yes No

ESTIMATED TAX PAYMENTS MADE

1Prior year overpayment applied

	Date (Fed)	Amount ($)	Date (State)	Amount ($)
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter

ALMOST DONE
Before we wrap up, is there anything else you want to share with us or upload? Anything at all.
File Upload

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Should be Empty:

2021 INDIVIDUAL TAX ORGANIZER

Here is what we're going to cover today

INFORMATION SHARING AUTHORIZATION

LIFE CHANGES

PERSONAL INFORMATION

PERSONAL INFORMATION (cont.)

DEPENDENTS

PERSONAL INFORMATION (cont.)

2021 TAX ORGANIZER

HEALTH INSURANCE COVERAGE

WAGES, SALARIES & OTHER EMPLOYEE COMPENSATION

PENSION, IRA & ANNUITY INCOME

MISCELLANEOUS INCOME

REAL ESTATE

REAL ESTATE

RENTAL INFORMATION

BUSINESS INFORMATION

BUSINESS INFORMATION

BUSINESS - CAR & TRUCK

BUSINESS - HOME OFFICE

CONTRIBUTIONS TO RETIREMENT PLANS

MEDICAL & DENTAL EXPENSES

OTHER DEDUCTIONS

CHILDCARE/HOME CARE EXPENSES

BANKING INFO

ESTIMATED TAX PAYMENTS MADE

ESTIMATED TAX PAYMENTS MADE

ALMOST DONE