Broker Check

Royalty & Associates

(812) 346-1456

Tax Organizer

This Tax Organizer is provided to help you gather the information needed to prepare your 2017 income tax return. The 2016 amounts are printed for your convenience. Enter this year's information in the area provided on the following pages. If any printed information is incorrect please make the necessary corrections.

The next page contains a checklist. Please check the appropriate boxes and attach supporting documents, if applicable. Make a note of anything you may want to discuss during our meeting.

Feel free to print this off for your appointment. You can pick and choose which forms to print. 

Tax Organizer



 

Have A Question?







Thank you! Oops!

Recommended Content

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.