Please complete this worksheet, print and return to us by fax for our use in assisting you with your current year tax planning.

Name:

TAX PROJECTION WORKSHEET

 

TAX YEAR
WAGES - TAXPAYER
WAGES - SPOUSE
INTEREST
DIVIDENDS
STATE TAX REFUNDS
NET SHORT-CAPITAL GAINS (LOSSES)
NET LONG-TERM CAPITAL GAINS (LOSSES)
NET SELF-EMPLOYMENT BUSINESS INCOME (LOSS)
NET RENTAL INCOME (LOSS)
PARTNERSHIP, S CORP & LLC PROFIT (LOSS)
IRA, PENSION & PROFIT SHARING INCOME
SOCIAL SECURITY
OTHER INCOME
SELF-EMPLOYED HEALTH INS PREMIUMS
IRA CONTRIBUTIONS
SEP-IRA or KEOGH CONTRIBUTIONS
OTHER ADJUSTMENTS
MEDICAL EXPENSES PAID
PRIOR YEAR STATE TAXES PAID
CURRENT YEAR STATE TAXES PAID
OTHER TAXES (i.e. PROPERTY, DMV)
HOME MORTGAGE INTEREST
INVESTMENT INTEREST
CASH CONTRIBUTIONS
NONCASH CONTRIBUTIONS
INVESTMENT EXPENSES
EMPLOYEE BUSINESS EXPENSES
OTHER MISCELLANEOUS DEDUCTIONS
PROJECTED ANNUAL TAX WITHHOLDINGS:  

FEDERAL INCOME TAX

STATE INCOME TAX


ESTIMATED TAX PAYMENTS: FEDERAL STATE

FIRST QUARTER

SECOND QUARTER

THIRD QUARTER

FOURTH QUARTER

     

ADDITIONAL INFORMATION:
Please attach other documents as considered necessary.
COLDWELL, SCLAFANI & COMPANY LLP- CERTIFIED PUBLIC ACCOUNTANTS