Taxpayer name:_______________________________
The information provided in this organizer is intended to
help you gather and organize
information for use in preparing your tax return. Please
answer all questions and
provide any information or documents requested in this
organizer to your tax preparer.
Date you purchased your old home: _________________
Date you sold your home: ___________________
What was the purchase price of your old home? $ _______________
Please provide a copy of the Good-Faith Estimate received
at the time you purchased
your home.
Did you refinance your home during the time you owned it? Yes . No .
If yes, please provide copies of Good-Faith Estimates from all refinances.
Did you pay legal fees relating to the home?
Yes . No . If yes, describe. ___________________$ ____________
Did you pay to have surveys done of the home or land?
Yes . No . If yes, describe. ______________$ __________________
Did you pay any assessments on the home for sewer
connections, sidewalks or other city improvements?
Yes . No . If so, describe. ____________________$ _____________
Did the buyer assume your mortgage? Yes . No . If yes, describe. ______________
Did the buyer assume any debts you owed? Yes . No . If yes, describe. ________________
Cost of improvements you made to the home during the time
you owned it.
Replacement windows /doors $_____________
Upgrades to wiring, plumbing $ ____________
New roof $__________________
Insulation $ _______________
New deck or fence $ _____________
New appliances $ _______________
Other improvements – Describe: ______________________________________________________
__________________________________________________________________________________
Have you claimed office use of home expenses on this home? Yes . No .
If yes, we will need you to provide copies of depreciation schedules showing amounts claimed.
Have you previously used this home as a rental property?
Yes . No . If yes, we will
need you to provide us with a copy of the most recent depreciation schedule.
Did you claim a Casualty or Theft Loss deduction on this
property? Yes . No . If yes,
describe the event and the loss sustained.
Selling price of home sold $ ____________
Number of days you occupied home in the last 5 years _______________
Number of days you owned the home in the last 5 years ________________
Have you sold another home in the last two years? Yes . No
. If yes, what was the
date you sold the other home. _______________
If you owned and occupied this home for fewer than 2 of the
last 5 years, describe the
reason why you sold this home in less than 2 years. ____________________________
______________________________________________________________________