Income Tax Organizer — 34 pages (intake only, no computation)
Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28 Page 29 · Credits & Health Page 30 · Banking Page 31 · Extension Request Page 32 · California Page 33 · Document Checklist Page 34 · Signature
FINANCIAL INTERNATIONAL
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Income Tax Organizer

Tax Year

INCOME TAX ORGANIZER

FOR TAX YEAR

We are providing this organizer to assist you in compiling your tax information for the tax year indicated above. The enclosed pages include information from last year's tax return and spaces in which to write current year information and any questions or comments you have for us. We appreciate the opportunity to serve you.

How to fill in this organizer

  • Answer the Life changes questions first (page 2). Each "Yes" points you to the page to complete.
  • Shaded columns are last year (prior year). Fill in the white columns for this year; the shaded prior-year columns are optional and only for comparison. Leave them blank if you don’t have the numbers handy.
  • T/S/J means Taxpayer, Spouse, or Joint. Not sure? Leave it blank and add a note on page 34.
  • Pages 29–34 cover credits & health coverage, banking for your refund, an extension request, California, a document checklist, and your signature.
Key dates: April 15 (file, or request an extension) / October 15 (extended deadline, extension only) — see page 31.

PROTECTING YOUR INFORMATION

  • This organizer asks for sensitive information: Social Security numbers, bank account numbers, and income.
  • DO NOT email your completed organizer or tax documents. Email is not secure. Use only the secure Upload button (Financial International’s SharePoint) or deliver them in person.
  • The online organizer sends your answers over an encrypted (HTTPS) connection directly to Financial International.
  • Only download this organizer from www.financialinternational.com. Financial International will never email or text you a link asking you to enter your SSN or bank details. If you get one, do not respond; call us at (213) 487-0587.
  • If you print it, keep the completed organizer in a safe place and shred spare copies.
  • Your information is kept confidential and used only to prepare your tax return.
IF YOU HAVE ANY QUESTIONS, PLEASE CALL:
FINANCIAL INTERNATIONAL
1605 W Olympic Blvd Ste 9057, Los Angeles CA 90015
Mailing: PO Box 1546, Studio City CA 91614
Office (213) 487-0587 · (213) 487-0686 · (213) 487-0011
www.financialinternational.com | Email: info@financialinternational.com
Contact Schedule

Supporting Documents — Upload

Send W-2s, 1099s, K-1s, closing statements, IRS notices, and other supporting documents through our secure upload page. No sign-in or account is needed.

Please start each file name with your last name (for example: Smith-W2.pdf) so we can match it to your organizer.

Upload your documents Download printable / fillable PDF organizer

Prefer paper? Download, fill in, save, then use Upload your documents.

Opens in a new tab. Click Submit on this organizer separately to send your answers.

Intake organizer only — no tax computation. Use the Upload button above for supporting documents; later pages note which forms to include.

FINANCIAL INTERNATIONAL
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FINANCIAL INTERNATIONAL
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Tax Questions

Tax Year (PDF tab 01)
Quick start — Life changes this year

Big events change your taxes. During the tax year, did you… Each "Yes" points you to the page where you give us the details.

Get married? → page 4
Divorce or legally separate? → page 4
Have or adopt a child? → page 4
Lose a spouse or dependent (a death in the household)? → page 4
Move to a new home? → page 4
Move into or out of California (or another state)? → page 32
Start, change, or lose a job? → page 5
Start, buy, sell, or close a business? → page 14
Buy, sell, or refinance a home? → page 13
Retire, or start Social Security or retirement payouts? → page 8
Have a dependent start college or trade school? → page 29
Gain, lose, or change health insurance? → page 29
Get a letter from the IRS or the California FTB? → page 33
Need more time to file? (extension request) → page 31
Have another big change? Tell us on page 34. → page 34

AT ANY TIME DURING TAX YEAR ____:

Did you or your spouse receive income from the following sources:
Wages?
Tips?
Interest or Dividends?
Social Security or Tier I Railroad Retirement?
Lump sum from an employer sponsored plan and the recipient and/or employee was born before 1936?
Retirement or IRA distribution for which the recipient is under age 59½?
Other pension, annuity, IRA, or retirement income?
If IRA distribution, were nondeductible contributions ever made?
If yes, provide the balance of all IRA accounts as of the end of Tax Year ____.
Unemployment compensation?
Alimony?
Self-employment and/or operation of a business?
Operation of a farm?
Rental of land and property for agricultural purposes?
Other rental property?
Gambling winnings?
Royalties?
Any miscellaneous income, such as prizes or jury duty pay?
IRA year-end balance (if applicable)
Did you or your spouse receive any of the following forms: (Please provide them to your preparer)
W-2
W-2G
1095-A, 1095-B or 1095-C
1099R
1099INT
1099DIV
1099MISC
1099NEC
1099B
1099S
1099G
Any other 1099
K-1
IRS notice of change to prior year's return
Closing statements from real estate sales, purchases, or refinancing
Did you or your spouse sell or dispose of any of the following property:
Stock, mutual fund, or other non-business assets?
Your personal residence?
Rental property?
Property relating to a business or farm?
Any other business property not listed above? (i.e. equipment, land)
If you sold any property above, did it involve a bartering agreement?
If you sold any property above, are you receiving payments in installments?
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FINANCIAL INTERNATIONAL
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Tax Questions (continued)

Tax Year (PDF tab 01)

AT ANY TIME DURING TAX YEAR ____:

Did you or your spouse
Have a home mortgage?
Refinance your home mortgage?
Use a portion of your home exclusively for business?
Have medical expenses or pay for health insurance?
Make regular or substantial contributions to charity, church, etc.?
If yes, did you make over $500.00 in non-cash contributions?
Suffer a casualty loss in a federally declared disaster area?
Incur any out of pocket expense or use your personal vehicle in conjunction with your job while you were a member of the Armed Forces?
Move to be closer to a new job?
Send payments to the IRS/state to prepay current year tax liability (estimated taxes) or apply an overpayment from the prior year?
Have any interest in a partnership or S-corporation, estate or trust for which you expect to receive Form K-1?
Pay a household employee (nanny, caregiver, housekeeper)? We’ll confirm whether employment-tax rules apply.
Have a qualified fuel tax credit?
Get claimed (or were eligible to be claimed) as a dependent on anyone else's return?
Contribute to an:
Additional questions
Did you or your spouse receive, sell, exchange, or otherwise acquire any financial interest in any virtual currency (for example, Bitcoin)?
Did you, your spouse, or any dependent receive insurance through the Marketplace?
Did your children have interest and dividend income that you would like to report on your own return instead of the child’s? We’ll check whether it qualifies.
Did you pay child or dependent care expenses? If so, please bring names, addresses, SSNs/EINs, amounts paid.
Did you pay qualified post-secondary education tuition and related expenses for yourself, your spouse, or your dependents?
Did you cash any US EE or I bonds to pay for post-secondary education for yourself, your spouse, or your dependents?
Did you pay interest on higher education loans?
Were you a pre-college educator who purchased books or classroom supplies?
Did you purchase a car, boat, aircraft, motor home or home building materials in Tax Year ____ or keep receipts on all sales tax items purchased?
Were there any births, adoptions, divorces, marriages, or deaths in your household?
Do you desire direct deposit? If yes, please attach voided check.
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General Information

Tax Year (MAIN INFO) (PDF tabs 02–03)
General Information (MAIN INFO)
Taxpayer's First Name
M.I.
Taxpayer's Last Name
Suffix
Taxpayer's Social Security Number
Spouse's First Name
Spouse's M.I.
Spouse's Last Name (if different)
Spouse's Social Security Number
Present Home Address
City, State, Zip Code
E-Mail Address
Filing Status:
If HOH with no dependents — qualified child name & SSN

Dependents / Nondependents Qualifying for Child Care and/or EIC. Mark Non Dep. if nondependent.

First NameLast NameDate of BirthSSNRelationshipMonths in homeNon Dep.

If claiming a dependent child who did not live with you, check documents:

Taxpayer's Birth Date
Taxpayer's Occupation
Daytime Phone
Evening Phone
Cell Phone
Spouse's Birth Date
Spouse's Occupation
Daytime Phone
Evening Phone
Cell Phone
State of Residency (2-letter)
State of Part-year Residency
2nd State of Part-year Residency
Comments for preparer
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W-2 Income

Tax Year (W-2) (PDF tab 04)
W-2 Income (W-2)

Please include a W-2 from each of your Tax Year ____ employers.

Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
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Other Income and Adjustments

Tax Year (PDF tab 05)
Other Income

Seller Financed Mortgages

PayerPrincipalInterest (Tax Year ____)Interest (Prior)

State and Local Income Tax Refunds Received in Tax Year ____

State or Local jurisdictionAmount received
Unemployment (attach 1099-G)
Tax Year ____
Prior Year
Amount received
Amount repaid
Alimony amount received
Other Income — Type
Amount
Adjustments
Item
TP ____
TP Prior
SP ____
SP Prior
Educator expense
Self-employed retirement plans
Self-employed health insurance paid
IRA — Traditional
IRA — Roth
Student loan interest
HSA contributions (not through payroll)
Alimony Paid — To whom
Amount
Alimony Paid — SSN
Alimony Paid — Date of divorce/separation agreement
Other Adjustments — Type
Amount
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W-2G Income & Estimated Tax

Tax Year (PDF tab 06)
W-2G Income (W-2G)

Please include any W-2G from each of your Tax Year ____ payers.

Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Estimated Tax Paid for Tax Year ____ (FED/ST TAX)

Enter only payments applied to the current year tax, including payments made in January of the following year.

Federal — Date paidAmountState ofDate paidAmount
State/local income tax balance due for previous years paid in Tax Year ____
State/local estimate payment for prior year, due Jan 15, paid on/after Jan 1 of Tax Year ____
Overpayment from your last return applied to this return — Federal
Overpayment from your last return applied to this return — State
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Pension and Retirement Income

Tax Year (1099R) (PDF tab 07)
Pension and Retirement Income (1099R)

Please include any 1099s and other Tax Year ____ information. If nondeductible IRA contributions were ever made, provide year-end balances of all IRA accounts.

Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Name
Street address
City, State, Zip Code
ID / EIN
Social Security Benefits (1040 WKT)
Tax Year ____ Amount
Prior Year Total
Taxpayer Amount
Spouse Amount
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Interest and Dividend Income

Tax Year (SCH B) (PDF tab 08)
Interest and Dividend Income (SCH B)

* T,S,J = Taxpayer, Spouse or Joint. Attach 1099-INT, 1099-OID, 1099-DIV.

T,S,JName of PayerTax Year ____Tax-exemptPrior Year

Seller-financed mortgage interest — payer name, address, SSN/EIN

Name
SSN/EIN
City, State, Zip
Amount
Interest adjustments
Tax Year ____
Prior Year
Amount of nominee interest
Amount of accrued interest
Amount of tax-exempt interest
Amount of OID adjustment
Amount of ABP adjustment

Dividend Income

T,S,JName of PayerOrdinary (____)Qualified (____)Capital gain dist. (____)Ordinary (Prior)
Nominee Distribution Dividends
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Interest Income

Tax Year (SCH B) (PDF tab 08)
Interest Income (continued) (SCH B)

* T,S,J = Taxpayer, Spouse or Joint

Name of PayerT,S,JTax Year ____ AmountExemptPrior Amount
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Dividend Income

Tax Year (SCH B) (PDF tab 08)
Dividend Income (SCH B)

* T,S,J = Taxpayer, Spouse or Joint

T,S,JName of Payer____ OrdinaryQualified Dividends____ Capital GainsPrior Ordinary
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Child and Dependent Care Expenses

Tax Year (2441) (PDF tab 09)
Child and Dependent Care Expenses (2441)

Please list all care providers and amounts paid in Tax Year ____.

Name of provider
Street address
City, State, Zip Code
Social Security Number or EIN
Amount paid ($)
Prior Year Amount ($)
Name of provider
Street address
City, State, Zip Code
Social Security Number or EIN
Amount paid ($)
Prior Year Amount ($)
Name of provider
Street address
City, State, Zip Code
Social Security Number or EIN
Amount paid ($)
Prior Year Amount ($)
Name of provider
Street address
City, State, Zip Code
Social Security Number or EIN
Amount paid ($)
Prior Year Amount ($)
Name of provider
Street address
City, State, Zip Code
Social Security Number or EIN
Amount paid ($)
Prior Year Amount ($)

List name of each child and total amount spent for care of that child.

Child nameAmount spent
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Itemized Deductions

Tax Year (SCH A) (PDF tab 10)
Itemized Deductions (SCH A)
Item
T,S,J
Tax Year ____
Prior Year

Medical and Dental Expenses — Include prescription medicine & drugs, doctors, dentists, hospitals, medical insurance premiums, medical miles. Do not list amounts paid with pre-tax dollars or reimbursed.

Medical/dental total (or one total instead of items)
Number of medical miles

Taxes Paid

Real estate taxes
Personal property taxes
Other taxes
Describe other taxes
Big purchases (vehicle, boat, RV, building materials): item & sales tax paid

Interest Paid

Home mortgage interest
Points paid in purchasing new home
Investment interest expense

Contributions — Receipts required for all contributions

Cash contributions (total, or in addition to the list above)
Non-cash contributions
Non-cash items: what you gave, to whom, and when (attach details if over $500)
Number of charity miles
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Business Income and Expenses

Tax Year (SCH C) (PDF tab 11)
Business Income and Expenses (SCH C)
Your principal business or profession
Business name
Prior Year Business code
Business address
Employer ID (Not SSN)
Accounting method:
Date disposed/sold this business during the year (if any)

Business Vehicle

Item
Tax Year ____
Prior Year
Date placed in service
Miles — Business
Miles — Commuting
Miles — Other

Part I Income

Gross receipts or sales
Returns and allowances
Other income

Part II Expenses

Advertising
Car/Truck expenses
Commissions
Contract labor
Depletion
Employee benefit programs
Insurance
Interest - mortgage
Interest - other
Legal and professional services
Office expense
Pension and profit sharing
Rent or lease - vehicles, machinery
Rent - Other business property
Repairs and maintenance
Supplies
Taxes and licenses
Travel
Meals and entertainment
Utilities
Wages
Enter prior year unallowed loss (if any)

Other expenses (describe)

Other Expenses / Inventory (SCH C PG 2)

Inventory method:
Inventory at beginning of year
Purchases less cost of personal items
Inventory at end of the year
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Office in the Home Deduction

Tax Year (8829) (PDF tab 11)
Office in the Home Deduction (8829)
Square footage of area used for business
Total square footage in your home

Day care facilities

Number of days used for day care
Number of hours per day used for day care
Date disposed/sold this business during the year (if any)
Expenses directly relating to your business
Tax Year ____
Prior Year
Casualty losses
Deductible mortgage interest
Real estate taxes
Insurance
Rent
Repairs and maintenance
Utilities
Other expenses
Expenses relating to entire household
Tax Year ____
Prior Year
Casualty losses
Deductible mortgage interest
Real estate taxes
Insurance
Rent
Repairs and maintenance
Utilities
Other expenses
Carryover of operating expenses from prior year Form 8829 line 42
Carryover of excess casualty losses and depreciation from prior year Form 8829 line 43
Fair market value of your home
Cost of your home
Value of the land on which your home is placed
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Capital Gains and Losses

Tax Year (SCH D) (PDF tab 12)
Capital Gains and Losses (SCH D)

Stocks, Bonds, and Non-Business Assets

DescriptionDate AcquiredDate SoldSales PriceCost
Amount of short-term loss carryover from prior year
Amount of long-term loss carryover from prior year
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Rental Real Estate and Royalties

Tax Year (SCH E) (PDF tab 13)
Rental Real Estate and Royalties (SCH E)
Property AProperty BProperty C
Income / Expenses____Prior____Prior____Prior
Kind of property
Location of property
City
State
Zip
Rent received
Royalties received
Advertising
Auto and travel
Cleaning and maintenance
Commissions
Insurance
Legal, professional fees
Management fees
Mortgage interest
Other interest
Repairs
Supplies
Taxes
Utilities
Type of misc expense 1
Amount item 1
Type of misc expense 2
Amount item 2
Type of misc expense 3
Amount item 3
Type of misc expense 4
Amount item 4
Enter loss carryover to Tax Year ____
Did you actively participate in this venture?
Did you use this property for personal use?
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Rental Real Estate and Royalties (continued)

Tax Year (SCH E-DUP) (PDF tab 13)
Rental Real Estate and Royalties (SCH E-DUP) (SCH E)
Property AProperty BProperty C
Income / Expenses____Prior____Prior____Prior
Kind of property
Location of property
City
State
Zip
Rent received
Royalties received
Advertising
Auto and travel
Cleaning and maintenance
Commissions
Insurance
Legal, professional fees
Management fees
Mortgage interest
Other interest
Repairs
Supplies
Taxes
Utilities
Type of misc expense 1
Amount item 1
Type of misc expense 2
Amount item 2
Type of misc expense 3
Amount item 3
Type of misc expense 4
Amount item 4
Enter loss carryover to Tax Year ____
Did you actively participate in this venture?
Did you use this property for personal use?
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Part-Year / Part-Rental / Personal Use Unit

Tax Year (Sch. E) (PDF tab 13)
Part-Year, Part-Rental, or Personal Use Unit (Sch. E)
Kind of property
Location
Rent received (Tax Year ____)
Rent received (Prior)
Percent rented (____) %
Percent rented (Prior) %
ExpensesRental and personal useRental only
____Prior____Prior
Advertising
Auto and travel
Cleaning and maintenance
Commissions
Insurance
Legal and professional fees
Management fees
Mortgage interest
Other interest
Repairs
Supplies
Real estate tax
Taxes other than real estate taxes
Utilities
Other expenses

Personal use unit ONLY:

Fully deductible rental expenses for personal use unit (e.g. office supplies)
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Part-Year / Part-Rental / Personal Use Unit

Tax Year (Sch. E) (PDF tab 13)
Part-Year, Part-Rental, or Personal Use Unit (Sch. E)
Kind of property
Location
Rent received (Tax Year ____)
Rent received (Prior)
Percent rented (____) %
Percent rented (Prior) %
ExpensesRental and personal useRental only
____Prior____Prior
Advertising
Auto and travel
Cleaning and maintenance
Commissions
Insurance
Legal and professional fees
Management fees
Mortgage interest
Other interest
Repairs
Supplies
Real estate tax
Taxes other than real estate taxes
Utilities
Other expenses

Personal use unit ONLY:

Fully deductible rental expenses for personal use unit (e.g. office supplies)
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Part-Year / Part-Rental / Personal Use Unit

Tax Year (Sch. E) (PDF tab 13)
Part-Year, Part-Rental, or Personal Use Unit (Sch. E)
Kind of property
Location
Rent received (Tax Year ____)
Rent received (Prior)
Percent rented (____) %
Percent rented (Prior) %
ExpensesRental and personal useRental only
____Prior____Prior
Advertising
Auto and travel
Cleaning and maintenance
Commissions
Insurance
Legal and professional fees
Management fees
Mortgage interest
Other interest
Repairs
Supplies
Real estate tax
Taxes other than real estate taxes
Utilities
Other expenses

Personal use unit ONLY:

Fully deductible rental expenses for personal use unit (e.g. office supplies)
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Farm Rental Income and Expenses

Tax Year (4835) (PDF tab 14)
Farm Rental Income and Expenses (4835)
Date disposed/sold this business during the year
Employer ID (Not SSN)

Part I Income

Item
Tax Year ____
Prior Year
Income from livestock, produce, grains, and other crops
Total cooperative distributions
Agricultural program payments
Commodity Credit Corporation loans
Crop insurance proceeds and disaster payments
Other income

Part II Expenses

Car and Truck expenses
Chemicals
Conservation expenses
Custom hire
Employee benefit programs
Feed purchases
Fertilizer and lime
Freight and trucking
Gasoline, fuel and oil
Insurance
Interest - mortgage
Interest - other
Labor hired
Pension and profit sharing plans
Rent or lease - vehicles, machinery and equipment
Rent or lease other business property
Repairs and maintenance
Seeds and plants purchased
Storage and warehousing
Supplies
Taxes
Utilities
Veterinary, breeding and medicine
Enter prior year unallowed loss (if any)
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Farm Income and Expenses

Tax Year (SCH F) (PDF tab 14)
Farm Income and Expenses (SCH F)
Your principal product
Date disposed/sold this business during the year
Prior Year Activity Code
Employer ID (Not SSN)

Part I Income

Item
Tax Year ____
Prior Year
Sales of livestock and other items you bought for resale not reported above
Cost or other basis of livestock and other resale items reported above
Sales of livestock, produce, grains and other raised products not reported above
Total cooperative distributions
Agricultural program payments
Commodity Credit Corporation loans
Crop insurance/disaster payments
Custom hire income not reported above
Other income not reported above

Part II Expenses

Car and Truck expenses
Chemicals
Conservation expenses
Custom hire
Employee benefit programs
Feed purchases
Fertilizer and lime
Freight and trucking
Gasoline, fuel and oil
Insurance
Interest - mortgage
Interest - other
Labor hired
Pension and profit sharing plans
Rent or lease - vehicles, machinery and equipment
Rent or lease other business property
Repairs and maintenance
Seeds and plants purchased
Storage and warehousing
Supplies
Taxes
Utilities
Veterinary, breeding and medicine
Enter prior year unallowed loss (if any)
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Farm Income Accrual Method Only

Tax Year (SCH F) (PDF tab 14)
Farm Income — Accrual Method Only (SCH F)
Item
Tax Year ____
Prior Year
Sales of livestock, produce, grains and other products not reported above
Total cooperative distributions
Agricultural program payments
Commodity Credit Corporation loans
Crop insurance proceeds
Custom hire income not reported above
Other income not reported above
Inventory at beginning of year
Cost of inventory during the year
Inventory at end of year
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Partnership and S-Corporation Income

Tax Year (K-1 P/S) (PDF tab 15)
Partnership and S-Corporation Income (K-1 P/S)

Prior-year K-1 information slots below. Please attach all K-1 schedules received for Tax Year ____.

K-1 Information

Name of Partnership or S-Corporation
Federal ID Number
Enter "P" for partnership or "S" for S-Corp

K-1 Information

Name of Partnership or S-Corporation
Federal ID Number
Enter "P" for partnership or "S" for S-Corp

K-1 Information

Name of Partnership or S-Corporation
Federal ID Number
Enter "P" for partnership or "S" for S-Corp

K-1 Information

Name of Partnership or S-Corporation
Federal ID Number
Enter "P" for partnership or "S" for S-Corp

K-1 Information

Name of Partnership or S-Corporation
Federal ID Number
Enter "P" for partnership or "S" for S-Corp

K-1 Information

Name of Partnership or S-Corporation
Federal ID Number
Enter "P" for partnership or "S" for S-Corp

K-1 Information

Name of Partnership or S-Corporation
Federal ID Number
Enter "P" for partnership or "S" for S-Corp

K-1 Information

Name of Partnership or S-Corporation
Federal ID Number
Enter "P" for partnership or "S" for S-Corp

K-1 Information

Name of Partnership or S-Corporation
Federal ID Number
Enter "P" for partnership or "S" for S-Corp
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Estate and Trust Income

Tax Year (K-1 E/T) (PDF tab 15)
Estate and Trust Income (K-1 E/T)

Prior-year K-1 information slots below. Please attach all K-1 schedules received for Tax Year ____.

K-1 Information

Name of Estate / Trust
Federal ID Number
If any rental real estate, are you an active participant?

K-1 Information

Name of Estate / Trust
Federal ID Number
If any rental real estate, are you an active participant?

K-1 Information

Name of Estate / Trust
Federal ID Number
If any rental real estate, are you an active participant?

K-1 Information

Name of Estate / Trust
Federal ID Number
If any rental real estate, are you an active participant?

K-1 Information

Name of Estate / Trust
Federal ID Number
If any rental real estate, are you an active participant?

K-1 Information

Name of Estate / Trust
Federal ID Number
If any rental real estate, are you an active participant?

K-1 Information

Name of Estate / Trust
Federal ID Number
If any rental real estate, are you an active participant?

K-1 Information

Name of Estate / Trust
Federal ID Number
If any rental real estate, are you an active participant?

K-1 Information

Name of Estate / Trust
Federal ID Number
If any rental real estate, are you an active participant?
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FINANCIAL INTERNATIONAL
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Foreign Earned Income

Tax Year (2555) (PDF tab 16)
Foreign Earned Income (2555)
Addresses / Employer
Tax Year ____
Prior Year
Your foreign address
Employer
Employer U.S. address
Employer foreign address

Residence

Taxpayer tax home overseas
Date established
Bonafide residence began

Income

Earned Income
Salary
Noncash Income — Home
Meals
Car
Other
Allowances — Cost of living and overseas differential
Family
Education
Home leave
Quarters
Other allowances

Travel History During Tax Year

Country
Date arrived
Date left
Days on business in United States
Amount earned in United States

Miscellaneous Questions

Kind of foreign living quarters:
Did your family live with you overseas?
If so, who?
And for what period?
Have you told the authorities overseas that you are not a resident of their country?
Are you required to pay income taxes to the country you claim residence?
How long is your contract to work overseas?
What kind of visa are you working under?
Describe the length or employment limitations of your visa
If you maintained a home in the U.S. while overseas — Address
If rented — Name of occupant
Relationship
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FINANCIAL INTERNATIONAL
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Business Asset List

Tax Year (PDF tab 17)
Business Asset List

Asset acquisition list — Please list all assets you have purchased or placed in service in Tax Year ____.

DescriptionDate AcquiredCostTo Schedule

Asset disposition list — Please list all assets you sold, traded, junked, or took out of service for any reason in Tax Year ____.

DescriptionDate AcquiredDate SoldSales PriceSales ExpensesCostPrior DepreciationFrom Sch.
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FINANCIAL INTERNATIONAL
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Credits & Health Coverage

Tax Year 2026 (PDF tab 18)

Education, home energy and clean-vehicle purchases, fuel tax, and health insurance. Whether a credit applies depends on dates, income, and current law — just tell us what you paid and we’ll do the rest.

Bring: 1098-T from each school plus receipts for books and required supplies; savings bond redemption records; invoices for energy improvements; the clean-vehicle seller report and purchase contract; 1095-A, 1095-B, 1095-C.

Education (tuition & related expenses)
StudentSchoolGot a 1098-TTuition & fees paidBooks & suppliesScholarships / grants
US EE / I savings bonds cashed for education — amount
Home energy improvements
Improvement (solar, heat pump, windows, battery…)Home addressDate installedTotal cost
Electric or clean vehicle bought
Year, make & model
VIN
Date bought / placed in service
Purchase price
Condition:
Dealer gave you a seller report?
Credit transferred to the dealer at purchase?
Fuel tax credit
Fuel used off-highway, on a farm, or for another qualified use — describe the use and gallons
Health insurance coverage
Forms received:
Marketplace policy number
Who was covered on the Marketplace policy?

Months covered by the Marketplace policy

Changes during the year (income, household size, move, coverage ended)
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FINANCIAL INTERNATIONAL
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Banking for Your Refund

Tax Year 2026 (PDF tab 19)

Direct deposit is the fastest way to get a refund. Double-check every digit — a wrong number can delay your refund.

Bring: A voided check or a bank letter showing the routing and account numbers.

Direct deposit account
Bank name
Name(s) on the account
Routing number (9 digits)
Account number
Account type:
If you owe tax, may we set up an electronic withdrawal from this account (you choose the date)?
Should a state (California) refund go to this same account?

Where to find the numbers on a check: the 9-digit routing number is first on the bottom line, then your account number. Leave out the check number.

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FINANCIAL INTERNATIONAL
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Extension Request

Tax Year 2026 (PDF tab 20)

Need more time to get your paperwork together? We can request an extension of time to file for you.

Bring: Your best estimate of what you will owe (we can help), and how you would like to pay it.

Key dates
April 15Original filing deadline. File your return, or request an extension, by this date.
October 15Extended deadline — only for clients who requested an extension by April 15.
Your request
An extension gives more time to FILE, not to pay. If you owe a balance, interest (and possibly penalties) accrue from April 15 until it is paid.
Payment with the extension
Estimated tax due (federal)
Amount you are paying with the extension
Date requested
Payment method:
Other payment method
California

California provides an automatic extension of time to file until October 15. As with the federal extension, it is more time to file, not more time to pay — we’ll let you know if a California payment is due by April 15.

California tax you expect to owe (if known)
Amount paying to California by April 15
Notes about your extension
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FINANCIAL INTERNATIONAL
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California

Tax Year 2026 (PDF tab 21)

California has its own residency, renter, and health-coverage rules. These answers help us complete your California return.

Bring: Covered California Form FTB 3895 (if you had Marketplace coverage), DMV registration renewal notices, Form 593 if California real estate was sold, and any Franchise Tax Board (FTB) letters.

Residency
Were you (and your spouse) California residents for all of the tax year?
If not: date you moved into California
Date you moved out of California
Other state you lived in
Did you have income that was also taxed by another state?
Which state(s), and what income?
Renters
Did you rent the home you lived in, in California, during the tax year?
Was that rental property exempt from property tax (for example, some public housing)?
Rental address
Months rented
Same address all year?
Landlord’s name and address
Health coverage
Did everyone in your household have qualifying health coverage for every month of the tax year?
If not: who, and which months?
Other California items
Did you sell California real estate with tax withheld at closing (Form 593)?
Did you receive a letter or notice from the Franchise Tax Board?
DMV vehicle registration — which vehicle(s)
Vehicle license fee paid
Other California notes

California estimated payments go on page 7 (enter "CA" as the state).

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FINANCIAL INTERNATIONAL
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Document Checklist

Tax Year 2026 (PDF tab 22)

Check each item you are sending. Upload documents securely with the button below — start each file name with your last name (e.g. Smith-1099B.pdf).

You & your household
Income
Deductions & credits
Payments, coverage & banking
Upload your documents
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FINANCIAL INTERNATIONAL
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Signature & Consent

Tax Year 2026 (PDF tab 23)

Please review, then type your name and the date. When you are done, click Submit below.

Anything else we should know?

Household employees, unusual events, questions for us

Your confirmation
I/we have provided the information in this organizer and the documents listed, and to the best of my/our knowledge it is true, correct, and complete. I/we understand Financial International will rely on this information to prepare my/our 2026 income tax returns and may contact me/us with questions. I/we will review the completed returns before they are filed.
Taxpayer signature (typed name)
Date
Spouse signature (typed name)
Date
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Before You Submit

A quick recap of key deadlines, if applicable to you.

✔ You asked us to file an extension (Form 4868)

Your return will then be due by October 15. Any tax owed is still due April 15.
Estimated tax due (federal): not entered
Paying with the extension: not entered
APR
15
April 15File your return, or request an extension
OCT
15
October 15Extended deadline (extension only)

Need more time? Check the box in the Extension Request section and we’ll file one for you.

An extension gives more time to FILE, not to pay. If you owe a balance, interest (and possibly penalties) accrue from April 15 until it is paid.

PROTECTING YOUR INFORMATION

  • This organizer asks for sensitive information: Social Security numbers, bank account numbers, and income.
  • DO NOT email your completed organizer or tax documents. Email is not secure. Use only the secure Upload button (Financial International’s SharePoint) or deliver them in person.
  • The online organizer sends your answers over an encrypted (HTTPS) connection directly to Financial International.
  • Only download this organizer from www.financialinternational.com. Financial International will never email or text you a link asking you to enter your SSN or bank details. If you get one, do not respond; call us at (213) 487-0587.
  • If you print it, keep the completed organizer in a safe place and shred spare copies.
  • Your information is kept confidential and used only to prepare your tax return.

Access the downloadable form: 2026 Income Tax Organizer (PDF)

FINANCIAL INTERNATIONAL
Office (213) 487-0587 · (213) 487-0686 · (213) 487-0011
www.financialinternational.com | Email: info@financialinternational.com
1605 W Olympic Blvd Ste 9057, Los Angeles CA 90015
Mailing: PO Box 1546, Studio City CA 91614
Contact Schedule