Yumey Wealth
Yumey Wealth
Personal Tax Organizer
Complete what applies to you. Bring or upload this with your supporting documents so Yumey can prepare your return efficiently and accurately.
Taxpayer Information
Income — check all that apply
W-2 wages
Self-employment / 1099-NEC
Interest & dividends (1099-INT/DIV)
Retirement / Social Security
Unemployment income
Rental property income
Investment / capital gains
Other: ______________________
Deductions & Credits — check all that apply
Mortgage interest / property tax
Childcare expenses
Education (1098-T) / student loans
Charitable contributions
Medical expenses
Retirement / HSA contributions
Energy-efficiency improvements
Other: ______________________
Life Changes This Year
Married / divorced
New child or dependent
Bought / sold a home
Started / closed a business
Moved to a new state
Received an IRS / state notice
Notes for Yumey
Yumey Torres