REAL ESTATE & MORTGAGES MISER

Your Prop DescriptionO/O, Rent or Invest.Est. ValueMtg. BalanceMtg. PaymentMtg. % RateRate Adj DateMths to Pay-OffProp TaxesHome InsHOA FeesRent / IncomeExpenses & RepairsNet Cash Flow
Re & Bus Total:ValuesBalancesPaymentsBlendedTotal EquityLTV%TaxesInsuranceHOAIncomeRepairsCash Flow
Owner Occupied Real Estate$1,300,000$2,383,200$2,7883.22%$-1,083,200 183.32%5411003000100-3,829
Investment Real Estate & Business$0$0$00.00%$00.00%000000
Total RE & Business:$1,300,000$2,383,200$2,7883.22%$-1,083,200183.32%5411003000100-3,829

MORTGAGE CALCULATOR

Mortgage Calculator
Calculate: PaymentCalculate: Loan AmountCalculate: Months LeftCalculate: Rate
$0 $000%
Fill-in the white spaces
to calculate the corresponding
variable on the top row.
Rate:Rate:Rate:Months:
MonthsMonthsLoan AmntPresent Loan
Loan AmntPaymentPaymentPayment
0 0 0 0 0

ASSET BUILDER/PLANNER

Account NamePurposePresent ValueMonthly AdditionsEstimated ROI%Non Retirement Required DateFuture ValueIncome at Retirement
Retirement GoalsNon RE/BusinessTotal ValueAdds/ MonthBlended %RET. LIQUIDITY$357,198$1,487
DaveFixed Income: 1Fixed + Ret. Income
1.Age: Retirement Funds$47,089$1119.06%Fixed Income: 2$5522
2.Inflation: Other NON-RE.$22,623$ 18%Fixed Income: 3 Decisions Net
3.ROI %: Total Liq. Assets$69,712$1128.71%Fixed Income: 4$ -4986
Debt Free Age:Retirement Projections
Personal RE 80.75RE & BUS:Cash FlowEst ROI%Loan BalanceProp ValuesNet Equity
Unsecured Debt 54.92Owner Occupied RE$-3,829$3,582,353$2,366,981$-1,215,372
Investment / RE 4.83Investment RE$0$0$0$0
Vehicle Debt 55.41Tot. RE & Bus Inv:$-3,829$3,582,353$2,366,981$-1,215,372
Liquid + RE & Business >INCOME at Ret: $5,522Total Assets: $-858,174Net Assets: $-858,174

INCOME ANALYZER

Head of HouseholdCo-Head of Household123456
First Name
Birthdate

INCOME

Name of Person Generating IncomeGross Inc. Salary/moBonus and/or CommissionsDeductions for 401k/403b & Corp. Inv. Accts.Corp Contributions to 401k/403b & Corp. Inv. Accts.Total Gr.Income/moHours/Week
(incl. travel/etc)
Weeks/Year
(=52-vaca, etc.)
Pay Rate: $/Hr.
Instructions for MoneyDecoderTotal Income from all sources:$6,000
1. Fill-in White Spaces3. Click "Save" after editing pageInvestment RE Net Cash Flow:$0
2. Click "ADD" to add a new row4. Watch this Video Tutorial: Click HereEarned Income + Inv RE Income:$6,000

INSURANCE HOME

Type Of PolicyMonthly PaymentDetuctible AmountDwelling Cov.Est. Replacement Cost%Personal LiabilityAttach to PropertyProperty CoveragePercent Covered

1. CLARIFY MY DEBT: Organize, Calculate and Clarify the cost of my debt with my Debt Organizer/Calculator

Enter the COMPLETE ROW for each debt entry made. DO NOT Leave white cells open on any debt entered. RED Interest rates indicate which rates are above your average/blended interest rate %
NumberDebt NameBalancePaymentrateMonth RemainingPayment RemainingMin. Req'd Pmt.Cost Of Payment
Total DebtPmts/MoBlended %Remain. Mos.Total PaymentsInterest to PayAve cost/pmts
Total Unsecured Debt00nan%0.0000nan%

2. SAVE MONEY ON MY DEBT: Save Money on Interest & Accelerate Payments with my AIR DEBT PLAN (Accelerated Interest Recovery)

"AIR" Debt Elimination
Accelerated
Interest Recovery
Save

Life Time
Payoff Debt

Faster
Change payments by

On a monthly basis
Over 10 years atleast, Save at least

Based on your Investment plan
Pmt. At StartAir BalanceDebt NameBalancePaymentRateMonths RemainingPayment RemainingStartComplete
Start Pmts Total flex
Expense
Flex Acct Minus
Min. Credit. Pmts
+/- Pmts to
AIR Plan
Old Pmts
Per Month
Ols Pmts -
New Pmts
Months Remaining Payments Remaining Less to Bank Less Months
$0$525$525$0$0 0$1 $-10.00

3. ELIMINATE DEBT: Excute the Fastest, Least Expensive & Best Debt Elimination Strategy through my Debt Elimination Smart Plan

StepSolutionDollar costTime to CompleteTime InvestmentSoft CostTake ActionStstus
1Debt Eliminator$0.0015 Minute15 MinuteNONETutorial Completed Above
2THP Gold Plan$20/mo10-15 Min/Week45 Min/MonthNONE: Free TrialTutorial Gold Member
3Financial Planner$500-$2,0002-6 Hours2-10 HoursPer AdviserTutorial Consult Complete
4RefinanceRefi / Consol.2-4 Weeks3-6 HoursPossible LiquidityTutorial Analyzed Refi
5Credit Counsel$100's-$1,000's1-3 Years + Recovery10-30 HoursCredit Time-OutTutorial Shopped Opp's
6BK or Foreclosure$1,000-$20,000+2-7 Years + Recovery10-50 HoursCredit Time-OutTutorial Met w/ Attorney

4. IMPROVE MY CREDIT: Repair my Credit and increase my Credit Score with my 4-Step Credit Fix Plan

4-Step Credit Fix
ReportExperianTrans-UnionEquifaxMiddle Score1.Get & IdentifyNeg. AccountsTutorial
2.Prioritize PlanWorst First Tutorial
3.Prove/DocumentDocument Attack Tutorial
4.Execute/AttackShop Tutorial

NOLOSELOAN

Value of PropertyTax, Ins. HOA, PMI & New RentNew Ln. BalanceNew Ln. Int. %Months Remain.New PaymentTot. New PaymtsTot. Payments RemainingMonthly SavingsCost of Paymt.Debt RatioCombined LTV
Loan OptionSavings/moCASH to/fromMonths Paid Off, If I Apply Savings/Mo.Invested Savings During Full Term of New LoanSavings in Total Future PaymentsInvested Savings + Payments SavedBlended %
1$521$-15960201.02$776,685 $$4%
2 $433$-15960218.40$646,066 $$3.375%
3$480$-15960201.02$608,464 $$4%
Currrent Mortgage Loan(s)Monthly PaymentInterest RateMonths RemainingPay Off Or Keep?Total Mtg. Payments Prior to RefinanceMortgages Paid Off Mtg. Payments After New Loan Cost of Payment Loan to Value
Property ValueTI, HOA, MI, RentBalance
Consumer / Unsecured & Vehicle Debt
Debt (below) is entered/transferred from "Credit" & "Vehicle" Modules
Months
Remaining
Pay Off Or Keep? Total Debt Payments Prior to RefinanceOther Debts Paid OffDebts. Payments After New LoanCost of Payment
2000MPV50001007%59 5,900002.00%
2001VW100002000%0 0002.00%
Total DebtTotal Loan PaymentsBlended RateMonths RemainingTotal Remaining PaymentsTotal Mtg. & Debt Pmts. Prior to RefinanceDebts to Pay Off in LoanTotal Payments After New LoanAve cost of pmts
Totals $477 $268,960 $1,5523.91%338.80$0 $430,078.95 $253,96001737.80%
Monthly IncomeHow Underwriters QUALIFY your Monthly & Annual IncomeAnnual Income
W2 Monthly IncomeQualified W2
Income/Mo.
MONTHLYStub/Mos.Last YearPrev. Year
W2 Job 1$   0
W2 Job 1 Com$   0
W2 job 1 Bonus$   0
Total W2 Job 1$   0$   0$   0$   0
W2 Job 2$   0
W2 Job 2 Com$   0
W2 Job 2 Bonus$   0
Total W2 Job 2$   0$   0$   0$   0
Total W2 Inc.$   0$   0$   0$   0
Total IncomeMONTHLYTOTAL QUALIFIED INCOME
/ MONTH
W2 IncomeSched. C IncomeK-1 Income
$   0$  0$  0$  0
Sched. C Annual Proft + Deprec.Qualified SE
Inc./Mo.
ANNUALLast YearYear BeforeTotal
SE Job 1 Prof0$   0
SE Job 1 Dep0$  0
SE Job 1 Tot000$  0
SE Job 2 Prof0$  0
SE Job2 Dep0$   0
SE Job2 Tot000$  0
SE TOTALS000$  0
K1 Income: S-Corp, LLC, Trust…Qualified K1
Inc./Mo.
ANNUALLast YearYear BeforeTotal
K1 Corp 10$  0
K1 Corp 20$  0
K1 TOTALS000$  0

ACCOUNTS MANAGER

Paycheck(s)
All Combined Together
$6,000
M
$-9,216
S
$0
F
$-525
T1
$0
T2
$0
Investents
All Combined Together
$0
TRANSFER TO:$ 0
M
S
F
T1
T2
Investments
TRANSFER TO:$0
Paycheck(s)
S
F
T1
T2
Investments
TRANSFER TO:$0
Paycheck(s)
M
F
T1
T2
Investments
TRANSFER TO:$0
Paycheck(s)
M
S
T1
T2
Investments
TRANSFER TO:$0
Paycheck(s)
M
S
F
T2
Investments
TRANSFER TO:$0
Paycheck(s)
M
S
F
T1
Investments
TRANSFER TO:$0
Paycheck(s)
M
S
F
T1
T2
IN-FLOW:$ 6,000
Dave6,000
00
00
00
00
RE & Inv. Income0
IN-FLOW:$0
Paycheck(s)0
S0
F0
T10
T20
Investments0
IN-FLOW:$0
Paycheck(s)0
M0
F0
T10
T20
Investments0
IN-FLOW:$0
Paycheck(s)0
M0
S0
T10
T20
Investments0
IN-FLOW:$0
Paycheck(s)0
M0
S0
F0
T20
Investments0
IN-FLOW:$0
Paycheck(s)0
M0
S0
F0
T10
Investments0
IN-FLOW:$0
Paycheck(s)0
M0
S0
F0
T10
T20
OUT-FLOW:$ 0
OUT-FLOW:$ 9,216
401k/403b…0
Medical Ins500
O/O Mortgages2,788
Auto Insurance150
* Unsecured Credit0
Matching/Free0
Required Clothing100
O/O Prop. Taxes541
Retirement111
Req'd Groceries900
O/O Home Ins.100
Vehicle 2 Pmt200
Other Savings1
Doctor/Dentist1,000
O/O HOA Fees300
Vehicle 3 Pmt0
Life Insurance25
Drugs50
O/O Repairs100
Vehicle 4 Pmt0
Federal Taxes500
Natural Gas18
Rent0
Vehicle 5 Pmt0
* Charity0
State Taxes500
Electric60
Housekeeping0
Gasoline200
Tithing / Charity500
Water20
Gardener0
Maintenence150
* Pets0
401 Match Adj.20
Trash0
TV/Internet50
License Fees30
Grooming50
Telephone152
Misc100
OUT-FLOW:$ 0
OUT-FLOW:$ 525
Vehicle 1 Pmt100
* Dining Out100
* Entertainment25
* Vacations100
* Sports/Clubs50
* Gifts & Birthdays150
Holidays0
OUT-FLOW:$ 0
OUT-FLOW:$ 0
OUT-FLOW:$ 0

BUY-O-METER

Current Financial Circumstances to Consider in Purchasing Decisions
Non-Retirement Savings:Debt Pmts./Mo.DaveRetirement
Non-Ret. Assets Mos. of Reserves:Total Cons. Debt: C-Flow:
Current Cash Flow:0-5 "Earn Score":
Enjoy/Invest DescriptionInvest or EnjoyDesire LevelCost / Month# of Mos. to PayOne-Time CostDate Req'd (Optional)Ret. Liq. CostRet. Cost/Mo.Shopped For Price
I Shopped
I Shopped
Things I Invest Totals
Things I Enjoy Totals
A High Importance Totals
B Important Totals
$I Shopped
C Not Important Totals

SYNERGY MAP

12 MONTH SCORE

Level & Element
Organize
week 1
Yes=1,No=0
Calculate
week 2
Yes=1,No=0
Understand
week 3
Completed
Synergy
week 4
Yes=1,No=0
SCORE
Seeker -
Steward -
Achiever -
Pro! -
Medal



Family / Income0
Taxes0
Real Estate & Mortgage0
Credit0
Assets0
Vehicles0
Home Ins.0
Life & DI0
Health0
Decisions0
Dash0
Synergy0
Average Scores00000

SAVINGS GOAL IS:

Lump Sum Saved
$ Saved/MonthYearsROI%$ SavedPriority
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
961,025  Per Month717,804
6030 WEEKLY SYNERGY PLAN This Action Plan is Changes Monthly (Based on each monthly TAB).
Work on this month's TAB, (1-12). Complete each week in order: 4 Weeks/Month. One week at a time. Check all boxes that apply.
COMMIT TO WEEKLY 6030 (60 Minutes Every 30 Days - just 15 Min./Week). Be honest with yourself and focus on areas needing growth.
Week 1: MONEY MATH is my FINANCIAL FUTURE /
I Understand my MONEY MATH and know that Better Money Math leads to a BETTER FINANCIAL FUTURE!
I watched at least one, new Tutorial on this month's topic I am getting the best value for the entries into this month's MD page.
this month's Money Decoder Page is Updated to Perfection (every cell) On my SYNERGY tab (left side) I completedall my scores for last month.
I've sought-out understanding for EVERYTHING on this MD page SYNERGY tab (Right) - I have entered goal or achieved savings for this month's topic.
I understand all inputs on this month's MD Page SYNERGY tab (Right) - I entered a priority level for improving this topic (1 = high, 5 = low)
I understand all calculations on this month's pageEnter EXPENDITURE MANAGEMENT score in ROW: Fam / Inc, Col: MONEY MANAGEMENT
I have shopped for ways to enhance this MD page in the last 11 months.Check all boxes that apply. Make changes you can achieve this year.
Week 2: MONEY MENTALITY is my FINANCIAL ENGINE/ SUCCESS HABITS
Money & Work Habits: GOAL SETTING & TAX PREP. A Healthy Money Mentality increases FINANCIAL HORSE POWER
For TAX DOCS coming THIS MONTH, I have folder(s) ready. Spiritual/Mental/Emotional (If not, set a date to set goals)
I UNDERSTAND that MY MONEY MENTALITY IS my FINANCIAL ENGINE! Relational (If not, set a date to set goals)
I RESPECT that MONEY MANAGEMENT IS my FINANCIAL FOUNDATION! Physical (If not, set a date to set goals)
I KNOW that ORGANIZATION & UNDERSTANDING determine FINANCIAL EFFICIENCY! Career/Educational/Financial (If not, set a date to set goals)
I ACKNOWLEDGE that MONEY MATH is my FINANCIAL FUTURE!Enter EXPENDITURE MANAGEMENT score in ROW: Fam / Inc, Col: MONEY MANAGEMENT
I have clear, definable & achievable goals this year for;Check all boxes that apply. Make changes you can achieve this year.
Week 3: MONEY MANAGEMENT: Money Management is my FINANCIAL FOUNDATION DECISIONS
"ACCOUNT & SAY NO" if you want to GROW! Discipline & Consistency is the MATERIAL of my FOUNDATION.
I know exactly what I spent last month: "DECISIONS: Accounts Review COMPLETED" I applied last month's Surplus to long term investments (Age 60+)
I have prioritized what I want & need to buy: "BUY-O-METER" reviewed & updated. I have a surplus ready for annual items: repairs, holidays, taxes, etc
I have an Automated bill paying system: "$ MANAGER: updated" I have a surplus ready for unexpected items: health, job loss, etc..
I did not stray from my spending plan last month My "Retirement" Targets "5 Inv"exceed projected spending.
I have ZERO Consumer Debt (or less debt than the previous month)Enter EXPENDITURE MANAGEMENT score in ROW: Fam / Inc, Col: MONEY MANAGEMENT
I had a Net Surplus in last month's spendingCheck all boxes that apply. Make changes you can achieve this year.
Week 4: ORGANIZATION, UNDERSTANDING MONEY KNOWLEDGE is FINANCIAL EFFICIENCY- DOC VAULT/REVIEW
SPEED & EFFICIENCY Determine Distance. Managing and Understanding Documents ELIMINATES WASTE.
Logged into to Doc Vault (or other doc system I use) Docs for vacations, etc..
Scrolled to this month's tab Docs for hobbies, etc.. are uploaded & updated
K-12 Education Documents are uploaded & updated My will(s) &/or Trusts are uploaded & updated
My resume & certificates are uploaded & updated Any other personal/family docs are uploaded & updated
My secondary schools., certificates & degrees are uploaded & updatedThis Month's ORGANIZE & UNDERSTAND / DOC Management score.
Docs for my family's sports, clubs, etc. are uploaded & updatedEnter Score above in ROW: Family / Income, Column: ORGANIZE / UNDERSTAND

   Air Debt.

"AIR" Debt Elimination
Accelerated
Interest Recovery
Save

Life Time
Payoff Debt

Faster
Change payments by

On a monthly basis
Over 10 years atleast, Save at least

Based on your Investment plan
Pmt. At StartAir BalanceDebt NameBalancePaymentRateMonths RemainingPayment RemainingStartComplete
Start Pmts Total flex
Expense
Flex Acct Minus
Min. Credit. Pmts
+/- Pmts to
AIR Plan
Old Pmts
Per Month
Ols Pmts -
New Pmts
Months Remaining Payments Remaining Less to Bank Less Months
$0$525$525$0$0 0$1 $-10.00

VEHICLE MANAGER

Year of VehicleMake / ModelInsurance PremiumsBodily InjuryProperty DamageDeduction
Collission Comp.
Carrier AgentPolicy NumberPrimary Driver of this VehicleLicense NumberLast 3 Years @ fault
Accidents Tickets

VEHICLE FINANCING

YearModelMonthly GasolineMonthly MaintenanceValuePaid Loan or LeaseBalancePaymentRateMonths Until Loan PaidMiles per GallonOdo Last TiresOdo Last Oil
Vehicle TotalsIns. Prem'sGasolineMaintenanceValueLease/LoansPaymentsMax Pay-Off
$150$200$150$8500$15000$30059.29

INSURANCE HEALTH

Family MemberPremiumAnn. Out of PocketAnnual DeductPlan NameLifetime MaximumOffice VisitsProfess. ServicesHospital InpatientEmerg. ServicesWell ChildRegular Check-ups

MEDICAL INSURANCE

Family MemberMaternity CoveragePap & MammoAmbulance BenefitsPhys / Occup. TherapyAccupunct & ChiropactBrand DrugsGeneric DrugsCust. Serv. PhoneInsurerPolicy NumberNotes

  DECISIONS MAP

Spendable Income: $6,000Net +/-
Monthly Expense: $9,786$-4986
Must = $ 9,261
Save = $0
Flex = $525
Track 1 = $0
Track 2 = $0
1.Financial Plan2.Essentials3.Home/RE4.Vehicle5.Discretionary
Target 15-25%$ 1,70214.63%Target 15-25%$ 2,69856.21%Target 30-40%$ 4,03183.98%Target 5-15%$ 83017.29%Target 10-20%$ 52510.94%

INSURANCE LIFE & DISABILITY

InsuredBeneficiaryPolicy TypeMonthly PremiumCoverage $Exp. DateAnnual Cost per $1,000 Cov.Est. Income generatedCompanyService PhonePolicy Number
60.00

DISABILITY AND LONG TERM CARE INSURANCE

DISABILITY COVERAGEPolicy TypePremium/Mo.Elimin. DaysAge to PayDeath BenefitIncome Gen.Company
Total $ 25$21

LIFE & DISABILITY TOTALS

InsuredPreimium
Paid by
Insured
Next Policy
Exp. Date
Covarge On
Insured
Income
Created By
Life
Coverage
Coveage as
Beneficairy
Amount to
Replace
Insured's
Income
Amount to
Cover
All expences
Insurance
shortfall to
cover all
expenses
Dave$0 $0$0 $0 $1,440$2,348,640 $2,278,928
Susie$0 $0$0 $0 $0$2,348,640 $2,278,928

DASHBOARD

PRESENT PLANNING

Assets - Balance Sheet

ValueDebtNet Equity
Vehicles$8,500$15,000$-6,500
Real Estate$1,300,000$2,383,200$-1,083,200
Liquid Assets$69,712$0$69,712
Total$1,378,212$2,398,200$-1,019,988

Cash Flow - Profit & Loss

Interest Rate Leverage

Spendable Income$4,800Invest ROI %$8.71%
Expenses$9,786Debt Blended %nan%
Net Monthly$-9,786Net % Leveragenan%

RE & Bus. Profit & Loss

Total Assets$1,378,212
Investment RE0Total Liabilities$2,398,200
BusinessNet Assets$-1,019,988
THP Synergy Score (0-4)0.0
PRESENT: "Millionnaire Next Door" ScaleYour Ranking
Prodigious
$528,000
Average
$264,000
Below
$132,000
Below Average
$-1,019,988

FUTURE PLANNING

Retirement Planning

Emergency Funds

Retirement Age75Present Balance$0
Liquid Ret. Assets$357,1983 Month Need$29,358
Liquid Asset Income$1,487Emergency Days0
Fixed Income$4,035

Debt Free Age

RE Income$0Consumer Debt54,9
Tot. Retirement Inc.$5,522Vehicle Debt55,4
Surplus/Shortage$-4,264Residence Debt80,8

Life & Disability Insurance

Decisions Mapped
DaveSusie
Coverage$0$0$ Manager Balanced
Expires at Age
Income$0$0Transfers Setup
Monthly Disability$0$0
FUTURE: "Millionnaire Next Door" ScaleProjected Ranking
Prodigious
$864,000
Average
$432,000
Below
$216,000
Below Average
$-858,174
TAX MASTER CLEAR ALLAnnual Fed Taxes
X

You can find your annual federal taxes as follows:
Tax Form 1040 Line 15 Minus Line 17 = Total
Click Here for Sample

Annual State Taxes
X

State Tax forms are all different and you can either
1.Estmate between 5% - 11%, OR…
2.Find total taxes paid on your state tax return.

Tax SourceSource DetailGot it!Doc 1 RequiredWhen/How to GetEnter on Schedule/LineGot it!Doc(s) 2 RequiredWhen/How to GetEnter on Schedule/Line
Dave6000 Schedule C- Click HereSch C-Emp bus Schedule C- Click HereSch C-Emp bus
Broker22500 Corp TaxesSch E RE & Pass-thrr's Corp TaxesSch E RE & Pass-thrr's
Natli VUL 788122178 Corp TaxesSch E RE & Pass-thrr's Corp TaxesSch E RE & Pass-thrr's
Natli VUL 788115000 Corp TaxesSch E RE & Pass-thrr's Corp TaxesSch E RE & Pass-thrr's
Metlife Zen Acc9911 Corp TaxesSch E RE & Pass-thrr's Corp TaxesSch E RE & Pass-thrr's
Schools First123 Corp TaxesSch E RE & Pass-thrr's Corp TaxesSch E RE & Pass-thrr's
Home218000 1098 Mtg. Int.Lender: by 1/31Schedule A Prop TaxesCounty Tax CollectorSchedule A
Home2165200 1098 Mtg. Int.Lender: by 1/31Schedule A Prop TaxesCounty Tax CollectorSchedule A
2000MPV Reg Fees/TaxesVehicle Licensing Auth.Schedule A If New, add taxes0.0Not Paying
2001VW Reg Fees/TaxesVehicle Licensing Auth.Schedule A If New, add taxes0.0Not Paying
2004RX 300 Reg Fees/TaxesVehicle Licensing Auth.Schedule A If New, add taxes0.0Not Paying
Dave500 1095Med. Ins. ProviderForm 8962 Annual Premium CostMed. Ins. ProviderSchedule A
Church/Charitable Cash & Checks DoneeSchedule A Trav. Miles / ExpensesDoneeSchedule A
Med. Expenses more than 7.5% AGI List of ExpensesBank, Invoices, ReceiptsSchedule A Trav. Miles / ExpensesSelf-RecordingSchedule A
Best Practices for collecting above docs:
1. Create File(s) for docs January 1 of each year. Most docs are due by Jan 31, but will start coming sooner.4. When each doc is received, check-off the above item in doc check-list
2. Put ABOVE LISTED DOCS in FOLDER and/or electronic file(s) - Click here for your Doc Vault, then go to "Taxes"5. For Schedules C, E, F (self-generated docs) click below for samples to complete
3. For Docs NOT RECEIVED, check online accounts (usually under "tax docs" or "tax center" after you login.Samples: Sched-C, Sched-E, Sched-F, Capital Gains, 1040 Line 15- line 17.