INCOME TAX REPORTING WORKSHEETS (INDIVIDUAL)
2024 TAX REPORTING - INDIVIDUAL
2024 Tax Reporting Season Letter (pdf)
2024 Tax Reporting Checklist (pdf fill-in)
2024 Tax Reporting Season Package - login to your Client Portal to access your personalized Tax Reporting Season Package, or contact the office to request a copy to pick up at our office.
REB WORKSHEETS
INDIVIDUAL (FORM 1040) - INCOME TAX REPORTING
Schedule A - Itemized Deductions:
2024 Individual Medical Expenses Worksheet (pdf fill-in)
2024 Individual Taxes Expense Worksheet (pdf fill-in)
2024 Individual Mortgage Interest Worksheet (pdf fill-in)
2024 Individual Donations Worksheet (pdf fill-in)
See the “2024 AZ Tax Credit Donations Worksheet” below for state tax credit donations
Other:
2024 Health Savings Account (HSA) Worksheet (pdf fill-in)
2024 Home Equity Line of Credit (HELOC) Worksheet (pdf fill-in)
2024 Sale of Primary Home Worksheet (pdf fill-in)
2024 Student Information Worksheet (pdf fill-in)
2024 Dependents Worksheet (pdf fill-in)
2024 Individual Tax Payments Worksheet (pdf fill-in)
2024 Digital Assets Worksheet (pdf fill-in)
INDIVIDUAL (FORM 1040) - SCHEDULE C (Sole-Proprietor Business Activities)
2024 Schedule C Business Activity Worksheet (pdf fill-in)
2024 Business Use of Personally Owned Vehicle Worksheet (pdf fill-in)
2024 Business Use of Home Worksheet (pdf fill-in)
2024 Information Reporting:
2024 Form 1099 Worksheet (pdf fill-in)
INDIVIDUAL (FORM 1040) - SCHEDULE E (Rental Activities)
2024 NEW Rental Activity Worksheet (pdf fill-in)
2024 Schedule E Rental Activity Worksheet (pdf fill-in)
2024 Rental Real Estate Enterprise (RREE) Worksheet (pdf fill-in)
INDIVIDUAL (FORM 709) - GIFT TAX REPORTING
2024 Gift Tax Reporting Worksheet (pdf fill-in)
INDIVIDUAL (FORM 114) - FOREIGN BANK ACCOUNT REPORTING
2024 Foreign Bank Account Reporting (FBAR) Worksheet (pdf fill-in)
STATE (ARIZONA)
2024 AZ Tax Credit Donations Worksheet (pdf fill-in)
Visit https://azdor.gov/tax-credits for a list of qualifying organizations.