Federal Income Tax Worksheet

Federal Income Tax – Selected Historical Information 

 

2005

2006

2007

2008

2009

Type of return – single/ joint

 

 

 

 

 

Date filed

 

 

 

 

 

Return prepared by:

 

 

 

 

 

 

 

 

 

 

 

Income items

 

 

 

 

 

·         Wages

 

 

 

 

 

·         Dividends

 

 

 

 

 

·         Interest

 

 

 

 

 

·         Long term capital gains

 

 

 

 

 

·         Short term capital gains

 

 

 

 

 

·         Retirement plan income

 

 

 

 

 

·         Business income

 

 

 

 

 

·         Other income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Adjusted gross income

 

 

 

 

 

 

 

 

 

 

 

Deduction items

 

 

 

 

 

·         Mortgage interest

 

 

 

 

 

·         Other interest

 

 

 

 

 

·         Property taxes

 

 

 

 

 

·         State income taxes

 

 

 

 

 

·         Other taxes

 

 

 

 

 

·         Charitable contributions

 

 

 

 

 

·         Deductible medical exp.

 

 

 

 

 

·         Other deductions

 

 

 

 

 

 

 

 

 

 

 

# Exemptions claimed

 

 

 

 

 

 

 

 

 

 

 

Taxable income

 

 

 

 

 

 

 

 

 

 

 

Regular income tax

 

 

 

 

 

Alternative minimum tax

 

 

 

 

 

Self employment tax

 

 

 

 

 

 

 

 

 

 

 

Total tax

 

 

 

 

 

 

 

 

 

 

 

Taxes withheld

 

 

 

 

 

Estimated taxes paid

 

 

 

 

 

 

 

 

 

 

 

Taxes due (refund)

 

 

 

 

 

 

 

 

 

 

 

 

Tax return preparer name and contact information _____________________________

 

Tax advisor name and contact information ____________________________________

 

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