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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