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Ügyfél Portál Bejelentkezés
Időpont kérése

2023 Single Personal Tax Organizer

1. Personal Data:

Taxpayer First Name and Last Name *

Address *

Child Name and Date of Birth

Child Name and Date of Birth

Child Name and Date of Birth

Child Name and Date of Birth

Your Phone Number *

Your E-mail *

2. Did you had any of the following income in the United States in 2023?

Wage Income: If yes, please send us all W-2 forms *

Yes
No

Any Other Business Income Received Please send us all 1099s, K-1s and other Forms *

Yes
No

Interest Income Please send us all 1099-INT Forms *

Yes
No

Dividend Income Please send us all 1099-DIV Forms *

Yes
No

Stock sales in 2023? If yes, please send us all 1099B forms *

Yes
No

Any Other Benefits/Income Received Unemployment, Alimony, State Refund *

Yes
No

Capital Assets Sold if yes please send us all forms 1099B and 1099S *

Yes
No

Real Estate sold in 2023 *

Yes
No

Did you have any Rental Income in 2023 Please send us all 1099 Forms *

Yes
No

Did you have any other income in 2023 not mentioned above *

Yes
No

Did you have any Health insurance in 2023? *

Yes
No

Did you have any Cryptocurrency transactions in 2023? *

Yes
No

Did you receive any gift or inheritance in 2023? *

Yes
No

3. Foreign Income – Did you have any of the following foreign income in 2023:

Foreign Wages Income *

Yes
No

Foreign Self Employment Income *

Yes
No

Foreign Business Income *

Yes
No

Foreign Interest Income *

Yes
No

Foreign Royalties Income *

Yes
No

Foreign Capital Gain Income *

Yes
No

Foreign Rental Income *

Yes
No

Foreign Asset Sale *

Yes
No

Foreign Dividend Income *

Yes
No

Any Other Foreign Income *

Yes
No

4. Interest in Foreign Business Entities – Did you have any ownership interest in 2023 in a

Foreign partnership *

Yes
No

Foreign corporation *

Yes
No

Foreign entity or sole proprietorship *

Yes
No

Foreign trust *

Yes
No

Any Foreign business *

Yes
No

5. Foreign (non US) Bank and Financial Accounts – Did you, or your children have in 2023 any Financial Interest, Signature Authority, Direct or Indirect Ownership or Disposition Authority over any foreign account such as:

Foreign Bank Account *

Yes
No

Foreign Business Bank Account *

Yes
No

Foreign Investment Account *

Yes
No

Foreign Brokerage Account *

Yes
No

Foreign Mutual Fund *

Yes
No

Foreign Trust Account *

Yes
No

Foreign Insurance *

Yes
No

Foreign Private Pension *

Yes
No

Foreign Government Pension *

Yes
No

Other Foreign Account such as Transferwise or Cryptocurrency *

Yes
No

Information about Foreign Financial Account

For more information about reporting foreign accounts, definitions, requirements & penalties please visit: https://www.fincen.gov/sites/default/files/shared/FBAR%20Line%20Item%20Filing%20Instructions.pdf

7. Signature

To the best of my knowledge the responses I have entered are correct and include all income deductions and other information necessary for the preparation of this year’s income tax returns for which I have adequate contemporaneous records?

Signature *

Address

11175 Cicero Dr, Suite 100
Alpharetta GA 30022

Email

imre@imworldservices.com

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