About First Place Financial Mortgage Brokers, Realtors and Tax Planners in the Silicon Valley

22 S. Second Street
Campbell, CA 95008
Phone (408) 370 6699
Fax (408) 379 1823

Tax Preparation Form

TAX YEAR ORGANIZER 2002

Your Name		Your SSN
E-mail:
Spouse's Name		Spouse's SSN
Address		State
City		Zip
County		School District
Home Phone		Work Phone
Occupation		Spouse's Occupation

Do you want $3.00 to go to the President Election Campaign Fund?
Yes	No	Your Age	Legally blind?
Does your spouse want $3.00 to go to the Presidential Election Campaign Fund?
Yes	No	Spouse's Age	Legally blind?

Dependent #1
First Name
Last Name
Social Security Number
Relationship
No. of months lived with you
Age/DOB
Qualifying child care expenses incurred and paid in 2000
Portion of qualifying expenses provided by your employer
Hope Credit qualified expenses paid
Lifetime Learning Credit qualified expenses paid

Dependent #2
First Name
Last Name
Social Security Number
Relationship
No. of months lived with you
Age/DOB
Qualifying child care expenses incurred and paid in 2000
Portion of qualifying expenses provided by your employer
Hope Credit qualified expenses paid
Lifetime Learning Credit qualified expenses paid

Dependent #3
First Name
Last Name
Social Security Number
Relationship
No. of months lived with you
Age/DOB
Qualifying child care expenses incurred and paid in 2000
Portion of qualifying expenses provided by your employer
Hope Credit qualified expenses paid
Lifetime Learning Credit qualified expenses paid

Wages and Salary - 2002
W-2 is for:
Employer's name
Employer's address
Employer's federal id
Employer's state id

Wages , salary ,or tips		State
Federal tax withheld
S.S. wages		State wages
S.S tax withheld
Medicare wages		State tax
Medicare tax withheld
S.S tips		Locality
Allocated tips
Advancd E.I.C		Local wages
Dependent care benefits
Are you a statutory employee?		Local tax
Are you covered by a pension plan

W-2 is for:
Employer's name
Employer's address
Employer's federal id
Employer's state id

Wages , salary ,or tips		State
Federal tax withheld
S.S. wages		State wages
S.S tax withheld
Medicare wages		State tax
Medicare tax withheld
S.S tips		Locality
Allocated tips
Advancd E.I.C		Local wages
Dependent care benefits
Are you a statutory employee?		Local tax
Are you covered by a pension plan

W-2 is for:
Employer's name
Employer's address
Employer's federal id
Employer's state id

Wages , salary ,or tips		State
Federal tax withheld
S.S. wages		State wages
S.S tax withheld
Medicare wages		State tax
Medicare tax withheld
S.S tips		Locality
Allocated tips
Advancd E.I.C		Local wages
Dependent care benefits
Are you a statutory employee?		Local tax
Are you covered by a pension plan

Home |

FAQ |

News |

Created and Maintained by Infolink, an Independent Affiliate of the Virtual Private Marketplace
This site is optimized for Netscape 4 and Internet Explorer 4 or higher. Please download an updated version now.