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