Preparing for Your Tax Interview

To help you prepare for your tax interview, we have prepared a series of organizers and links to useful information. 

Begin by downloading and completing the Individual 1040 Organizer. 

Most people will only need to complete the Individual Organizer, however if your tax situation is more complex, you may need to complete additional organizers to provide more information about your tax situation.  There is no need to complete organizers that do not apply to you.

Which Organizers Do I Need?

• If you sold your home you may want to complete our Sale of Home Organizer.
• If you incurred significant work or job-related expenses, you should complete our Employee Business Expense Organizer.
• If you sold stocks or bonds you should complete our Stock Sale Organizer.
• If you worked as an independent contractor, received Form 1099 MISC, or ran your own business as a sole-proprietor, you should complete our Self-employment Income & Expense Organizer. 
• If you owned rental property, you should complete our Rental Income & Expense Organizer.
• If you operate your business as a partnership, S-Corporation, or C-Corporation, you should complete the appropriate organizer for your business type.

Individual 1040 Tax Organizers

Click here to download our Individual 1040 Organizer (PDF)

Click here to download our Employee Business Expense Organizer (PDF)

Click here for our Stock Sale Organizer page

Click here for our Sale of Home Organizer page

Click for our Self Employment Organizer page

Click here for our Rental Property Organizer page

You must have Adobe Acrobat Reader to open these files

Click here to download Free Adobe Reader

Click here to watch   KATU AM Northwest Video "Tax Talk With April - How can I save the most on my taxes?"

What Should I Bring to My Tax Interview?

Begin by completing our Individual 1040 Organizer .  Bring your completed Organizer and provide copies of all tax-related documents such as:

Income Statements

• W-2 (Wage statements)
• 1099R (Pension, IRA and other retirement income statements)
• 1099 INT (Interest Income statements)
• 1099 DIV (Dividend income statements)
• 1099 G (Unemployment or state refund statements)
• 1099 W2G (Gambling winnings statements)
• 1099B (Proceeds from Broker and Barter Exchange Transactions)

 

Deductible Expense Statements

• 1098 (Mortgage interest statement)
• 1098T (Tuition and fee payments for college and continuing education programs)
• 1098E (Student loan interest payments)
• 1099S (Sale of home or real estate)

 

Other Information Relating to Deductible Expenses

• Childcare provider information as detailed in our Individual 1040 Organizer
• Charitable donation information as detailed in our Individual 1040 Organizer
• If you made energy-efficient home improvements, purchased a high-efficiency appliance or purchase a new hybrid car, you should bring information and receipts about these items
• If you purchased or sold your home during the year, bring closing papers from each purchase and sale

Other Important Items to Bring

• Social Security Cards for taxpayer, spouse and all dependents
• We may need to see your photo ID
• A copy of your prior-year tax return

Purchase or Sale of Home

If you purchased, refinanced or sold a home during the year, please bring copies of Good Faith Estimate closing papers from any purchase, sale or refinance during the year.  Click here for an illustration of what your Good Faith Estimate closing papers might look like.

If you sold your home during the year, you should also read our Sale of Home Organizer page.

Hybrid Car and Residential Energy Efficiency Home Improvements

If you purchased a hybrid car, made energy efficiency improvements to your home or purchased a new energy efficient appliance during the year, you may be eligible to claim an energy credit on your Oregon state tax return. The following series of links will direct you to the Oregon Department of Energy Web site where you can obtain additional information.

• Oregon Hybrid Car credits
• Oregon Home Appliance credits for certain Refrigerators, Washing Machines and Dishwashers
• Oregon On-demand or Solar Hot Water Heater credits
• Oregon Furnace, Air Conditioning and Insulated Ductwork credits
• Solar Panel credits
• Wind System credits
• Fuel Cell credits