2022 AFBA Financial Planning Guide

15-9. INCOME TAX WORKSHEET (Continued)

OTHER ITEMS OF INCOME

Type or Source of Income

Amount

Type or Source of Income

Amount

Taxable State Income Tax Refund Taxable Local Income Tax Refund

Royalty and/or Partnership Income

Estate and/or Trust Income

Alimony Received Business Income

Farm Income

Unemployment Compensation

Capital Gains & Losses (from below)

Social Security Benefits

Other Gains & Losses

Awards/Prizes/Bonus Payments

Capital Gains Distributions Taxable IRA Distributions Taxable Pensions Taxable Annuities

Other Income (explain)

Total Income From This Column:

Rental Income

Total Income from Column on the Left:

Total of This Column:

Total Income:

CAPITAL GAINS & LOSSES — SHORT TERM (Assets held one year or less)

Cost or Other Basis

Description of Property

Date Acquired Date Sold

Sale Price

Loss

Gain

Totals: CAPITAL GAINS & LOSSES — LONG TERM (Assets held more than one year)

Description of Property

Date Acquired Date Sold

Sales Price Cost or Other Basis

Loss

Gain

Totals:

CHAPTER 15: FEDERAL & STATE TAXES

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