Personal Organizer

1. Personal Data: First, Middle, Last Name

Dependents Name 1
Date of Birth
Dependents Name 2
Date of Birth
Dependents Name 3
Date of Birth
Contact Information Address
Phone Number

2. Did you or your spouse had any of the following income in the United States in 2020?

3. Did you of your spouse have any of the following foreign income in 2020?

3, Did you or your spouse have interest in 2020 in a:

Did 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:

For more information about reporting foreign accounts, definitions, requirements & penalties please visit:

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.