Personal Organizer Please enable JavaScript in your browser to complete this form.1. Personal Data: First, Middle, Last NameTaxpayerSpouseDependents Name 1RelationshipDate of BirthDependents Name 2RelationshipDate of BirthDependents Name 3RelationshipDate of BirthContact Information AddressPhone NumberE-mail2. Did you or your spouse had any of the following income in the United States in 2020?Wage Income: If yes, please send us all W-2 formsYesNoRetirement Benefits Received (Please send us all 1099R Forms)YesNoInterest Income Please send us all 1099-INT FormsYesNoMunicipal Bond Interest EarnedYesNoDividend Income Please send us all 1099-DIV FormsYesNoStock sales in 2019? If yes, please send us all 1099B formsYesNoAny Other Business Income Received Please send us all 1099s, K-1s and other FormsYesNoAny Other Benefits/Income Received Unemployment, Alimony, State RefundYesNoCapital Assets Sold if yes please send us all forms 1099B and 1099SYesNoReal Estate Sold in 2020YesNoCars, Asset sold in 2020YesNoCollectibles sold in 2020YesNoDid you have any Rental Income in 2020 Please send us all 1099 Forms?YesNoDid you have any other income in 2020 not mentioned above?YesNoDid you have any Health insurance in 2020?YesNoDid you have any Cryptocurrency transactions in 2020?YesNo3. Did you of your spouse have any of the following foreign income in 2020?Foreign Wages IncomeYesNoForeign Self Employment IncomeYesNoForeign Business IncomeYesNoForeign Interest IncomeYesNoForeign Royalties IncomeYesNoForeign Capital Gain IncomeYesNoForeign Rental IncomeYesNoForeign Asset SaleYesNoForeign Dividend IncomeYesNoAny Other Foreign IncomeYesNo3, Did you or your spouse have interest in 2020 in a:Foreign partnershipYesNoForeign corporationYesNoForeign entity or sole proprietorshipYesNoForeign trustYesNoForeign businessYesNoDid you, your spouse or your children have in 2020 any Financial Interest, Signature Authority, Direct or Indirect Ownership or Disposition Authority over any foreign account such as:Foreign Bank AccountYesNoForeign Business Bank AccountYesNoForeign Investment AccountYesNoForeign Brokerage AccountYesNoForeign Mutual FundYesNoForeign Trust AccountYesNoForeign InsuranceYesNoForeign Private PensionYesNoForeign Government PensionYesNoForeign Government PensionYesNoOther Foreign Account such as Transferwise or CryptocurrencyYesNoFor more information about reporting foreign accounts, definitions, requirements & penalties please visit: https://www.fincen.gov/sites/default/files/shared/FBAR%20Line%20Item%20Filing%20Instructions.pdfTo 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.NameSignatureDateSubmit