GABRIELLE M LUOMA CPA PLLC 7225 N MONA LISA STE 204 TUCSON AZ 85741 INCOME TAX ORGANIZER FOR TAX YEAR 2008 We're providing this organizer to assist you in compiling your tax information for 2008. The enclosed pages include information from last year's tax return and spaces in which to write current year information and any questions or comments you have for us. We appreciate the opportunity to serve you. IF YOU HAVE ANY QUESTIONS, PLEASE CALL: GABRIELLE M LUOMA CPA PLLC 7225 N MONA LISA STE 204 TUCSON AZ 85741 520-572-1248 FAX: 520-572-3658 GABRIELLELUOMA@COMCAST.NET Copyright form software only, 2008 Universal Tax Systems, Inc. All rights reserved. ORG$$$$1 2008 TAX QUESTIONS AT ANY TIME DURING 2008: Did you or your spouse receive income from the following sources: YES NO Wages? Tips? Interest or Dividends? Social Security or Tier I Railroad Retirement? Lump sum from an employer sponsored plan and the recipient and/or employee was born before 1936? Retirement or IRA distribution for which the recipient is under age 59 1/2? Other pension, annuity, IRA, or retirement income? If IRA distribution, were nondeductible contributions ever made? If yes, provide the balance of all IRA accounts as of the end of 2008. Unemployment compensation? Alimony? Self-employment and/or operation of a business? Operation of a farm? Rental of land and property for agricultural purposes? Other rental property? Gambling winnings? Royalties? Any miscellaneous income, such as prizes or jury duty pay? Did you or your spouse receive any of the following forms: (Please provide them to your preparer) YES NO W-2 W-2G 1099R 1099INT 1099DIV 1099MISC 1099B 1099S 1099G Any other 1099 K-1 IRS notice of change to prior year's return Closing statements from real estate sales, purchases, or refinancing Did you or your spouse sell or dispose of any of the following property: YES NO Stock, mutual fund, or other non-business assets? Your personal residence? Rental property? Property relating to a business or farm? Any other business property not listed above? (i.e. equipment, land) If you sold any property above, did it involve a bartering agreement? If you sold any property above, are you receiving payments in installments? Copyright form software only, 2008 Universal Tax Systems, Inc. All rights reserved. ORG$$$$2 2008 TAX QUESTIONS YES NO Have a home mortgage? Use a portion of your home exclusively for business? Have medical expenses or pay for health insurance? Make regular or substantial contributions to charity, church, etc.? Suffer a loss as a result of a casualty (fire, theft, natural disaster, etc.)? Move to be closer to a new job? Send payments to the IRS/state in order to prepay your current year tax Have any interest in a partnership or S-corporation, estate or trust for which you expect to receive Form K-1? Have any household employees to whom you paid $1000.00 or more? Have a qualified fuel tax credit? Contribute to an: IRA? SEP? Keogh? or Simple retirement plan? Get claimed (or were eligible to be claimed) as a dependent on anyone else's return? YES NO dividends that you wish to claim on your own tax return instead of your child's? Incur any out-of-pocket expenses or use your personal vehicle in conjunction with your job? Security/EIN numbers, amount paid to each provider, and amount paid for each dependent. If yes, did you make over $500.00 in non-cash contributions? liability (estimated taxes) or apply an overpayment from 2007? Did your children receive more than $850 and less than $8500 from interest and Did you pay child or dependent care expenses? If so, please bring names, addresses, Social Did you pay qualified post-secondary education tuition and related expenses for yourself, your spouse, or your dependents? Did you cash any US EE or I bonds to pay for post-secondary education for yourself, your spouse, or your dependents? Did you pay interest on higher education loans? Were there any births, adoptions, divorces, marriages, or deaths in your household? Do you desire direct deposit? If yes, please attach voided check. Were you a pre-college educator who purchased books or classroom supplies? Roth? Did you purchase a car, boat, aircraft, motor home or home building materials in 2008 or keep receipts on all sales tax items purchased in 2008? Refinance your home mortgage? IRS Stimulus Rebates Most taxpayers will receive two notices from the IRS. The first general notice from the IRS will explain the stimulus payment program. The second notice will confirm the recipients' eligibility, the payment amount and the approximate time table for the payment. Please attach a copy of this second notice to assist with your tax preparation for 2008. Did you or your spouse AT ANY TIME DURING 2008: Copyright form software only, 2008 Universal Tax Systems, Inc. All rights reserved. ORG$$$$3 Single Married Filing Joint Married Filing Separately Head of Household If you selected head of household and have no dependents, list the name and Social Security number Non Dep.RelationshipBirthLast NameFirst Name Note: If any children listed below are nondependents then mark an `X' in the column listed "Non Dep." Date of Qualifying Widow(er) of your qualified child who lives with you and qualifies you for this status. Months in home Pre-1985 divorce or separation agreement Post-1984 divorce or separation agreement WITHOUT CONDITIONS Signed Form 8332 Spouse's M.I. Taxpayer's Last Name Spouse's Last Name (if different) Taxpayer's Social Security Number Spouse's Social Security Number Present Home Address Taxpayer's Birth Date Spouse's Birth Date Taxpayer's Occupation Spouse's Occupation Daytime Phone Daytime Phone M.I.Taxpayer's First Name E-Mail Address Filing Status: Please Check One City, State, Zip Code Suffix Spouse's First Name Evening Phone Evening Phone State of Residency:(2-Letter Abbreviation) State of Part-year Residency 2nd State of Part-year Residency Cell/FAX Phone Cell/FAX Phone Social Security Number Please use the following space for any comments you wish to make to your preparer. If you are claiming as a dependent a child who did not live with you, check the documents that substantiate this claim: (MAIN INFO) Dependents/Nondependents Qualifying for Child Care and/or EIC 2008 GENERAL INFORMATION SSN ON FILE Single Married Filing Joint Married Filing Separately Head of Household If you selected head of household and have no dependents, list the name and Social Security number Non Dep.RelationshipBirthLast NameFirst Name Note: If any children listed below are nondependents then mark an `X' in the column listed "Non Dep." Date of Qualifying Widow(er) of your qualified child who lives with you and qualifies you for this status. Months in home Pre-1985 divorce or separation agreement Post-1984 divorce or separation agreement WITHOUT CONDITIONS Signed Form 8332 Spouse's M.I. Taxpayer's Last Name Spouse's Last Name (if different) Taxpayer's Social Security Number Spouse's Social Security Number Present Home Address Taxpayer's Birth Date Spouse's Birth Date Taxpayer's Occupation Spouse's Occupation Daytime Phone Daytime Phone M.I.Taxpayer's First Name E-Mail Address Filing Status: Please Check One City, State, Zip Code Suffix Spouse's First Name Evening Phone Evening Phone State of Residency:(2-Letter Abbreviation) State of Part-year Residency 2nd State of Part-year Residency Cell/FAX Phone Cell/FAX Phone Social Security Number Please use the following space for any comments you wish to make to your preparer. If you are claiming as a dependent a child who did not live with you, check the documents that substantiate this claim: (MAIN INFO) Dependents/Nondependents Qualifying for Child Care and/or EIC 2008 GENERAL INFORMATION SSN ON FILE Copyright form software only, 2008 Universal Tax Systems, Inc. All rights reserved. ORGGEN$1 OTHER INCOME AND ADJUSTMENTS 2008 OTHER INCOME 2008 2007 Payer State or Local jurisdiction State or Local jurisdiction State or Local jurisdiction (Please attach 1099G(s)). Seller Financed Mortgages State and Local Income Tax Refunds Received in 2008 Unemployment Principal Amount received Amount received Amount received Interest 2008 Interest 2007 Amount received: Amount repaid: Type: Alimony amount received Other Income Amount: Taxpayer 2008ADJUSTMENTS Taxpayer 2007 Spouse 2008 Spouse 2007 Educator expense Self-employed retirement plans Self-employed health insurance paid Traditional Roth Student loan interest To whom paid: SSN: Type: IRA'S Alimony Paid Tuition and Fees Other Adjustments Amount: Amount: Amount: Copyright form software only, 2008 Universal Tax Systems, Inc. All rights reserved. ORGOTHER