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Example of Year End Tax Plan



Year End Tax Plan


Name: ____________________________
Date: ____________________________


Tax Information To Date Year End Full Year
Gross Income      
Wages/Salaries      
Dividends/Interest      
Capital Gains/Losses      
Properties Income      
Other      
Total      
Adjustments      
Alimony      
IRA      
Other Investment Plans      
Other      
Total      
Adjusted Gross Income      
Itemized Deductions      
Medical      
Tax Deductions      
Mortgage Interest Paid      
CharitableDonations      
Theft/Casualty Losses      
Miscellaneous      
Other      
Total      
Standard Deductions      
Standard Deduction      
Larger of Itemized  or Standard Deduction      
Exemption Value      
Number of Exemptions Allowed      
Total Deductions and Exemptions      
Taxable Income      
Tax Bracket      



Notes on Year End Tax Plan Template Example

Fill in your tax information in the cells, information in the grey cells will be calculated as you fill in the information.

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Download Example Year End Tax Plan Template Excel Template