INCOME TAX REPORTING FORMS (INDIVIDUAL)
2022 TAX REPORTING - INDIVIDUAL
2023 Tax Reporting Season Letter (pdf)
2023 Tax Reporting Checklist (pdf fill-in)
2023 Tax Organizer Package - login to the Client Portal for your personalized Organizer package, or contact the office to request the package.
REB WORKSHEETS
INDIVIDUAL (FORM 1040) - INCOME TAX REPORTING
Schedule A - Itemized Deductions:
2023 Medical Expense Worksheet (pdf fill-in)
2023 Taxes Worksheet (pdf fill-in)
2023 Mortgage Interest Worksheet (pdf fill-in)
2023 Donations Worksheet (pdf fill-in)
See the “2023” AZ Tax Credit Donations Worksheet” below for state tax credit donations
Other:
2023 HSA Worksheet (pdf fill-in)
2023 Home Equity Line of Credit (HELOC) Worksheet (pdf fill-in)
2023 Sale of Primary Home Worksheet (pdf fill-in)
2023 Student Information Worksheet (pdf fill-in)
2023 Dependents Worksheet (pdf fill-in)
2023 Tax Payments Worksheet (pdf fill-in)
2023 Digital Asset Worksheet (pdf fill-in)
INDIVIDUAL (FORM 1040) - SCHEDULE C (Business Activities)
2023 Business Activity Worksheet (pdf fill-in)
2023 Business Use of Personally-Owned Vehicle Worksheet (pdf fill-in)
2023 Business Use of Home Worksheet (pdf fill-in)
2023 Information Reporting:
2023 Information Reporting Season Letter - Form 1099 (pdf)
2023 Form 1099 Worksheet (pdf fill-in)
INDIVIDUAL (FORM 1040) - SCHEDULE E (Rental Activities)
2023 NEW Rental Activity Worksheet (pdf fill-in)
2023 Rental Activity Worksheet (pdf fill-in)
2023 Business Use of Personally-Owned Vehicle Worksheet (pdf fill-in)
2023 Rental Real Estate Enterprise (RREE) Worksheet (pdf fill-in)
INDIVIDUAL (FORM 709) - GIFT TAX REPORTING
2023 Gift Tax Reporting Worksheet (pdf fill-in)
INDIVIDUAL (FORM 114) - FOREIGN BANK ACCOUNT REPORTING
2023 Foreign Bank Account Reporting (FBAR) Worksheet (pdf fill-in)
STATE (ARIZONA)
2023 AZ Tax Credit Donations Worksheet (pdf fill-in)
Visit https://azdor.gov/tax-credits for a list of qualifying organizations for tax year 2022