Tax Organizer

Tax Deduction Finder & Problem Solver

Our Tax Organizer is designed to help you manage your deduction and address your problems in preparing and filing your tax return. The organizer is comprised of seven parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return.

Access any of the seven parts by double clicking on the underlined part number and print if needed.

Part 1 :

Required For All Returns Includes Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.

Part 2 :

Dependents, Interest & Dividend Income and Stock Sales

Part 3 :

Needed If Itemizing Your Deductions

Medical Expenses, Deductible Taxes, Interest Deductions and Child Care Expenses.

Part 4 :

Needed If Itemizing Your Deductions

Charitable Contributions, Education Expenses, Miscellaneous Deductions and Casualty Losses.

Part 5 :

Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home.

Part 6 :

Rental & Business Income

Part 7 :

Required For All Returns Final checklist of documents and records needed.


Pioneer Wealth Management and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.