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PLEASE READ: Prior to filling in a pdf form, DOWNLOAD & SAVE it to your computer first. Then OPEN IT IN ADOBE READER or other pdf software and fill it in. When you’ve completed your form, upload it to your secure ShareFile account. Upload instructions below.
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Here are 2024 Foundation Tax form downloads. Organizers & Worksheets are fillable pdfs.
ORGANIZER
- 2024 Organizer
For clients with NO self-employment income, please complete only Parts 1-10
For clients with self-employment income, please complete all parts
SHAREFILE CLIENT PORTAL
WORKSHEETS
If you have more than one small business, rental property, foreign account, or charitable deductions, please use these worksheets to fill out each activity separately:
- 2024 Form 1099-NEC/MISC Worksheet
- 2024 Self-Employment Worksheet
- 2024 Charitable Giving Worksheet
- 2024 Rental Income Worksheet
- 2024 Foreign Accounts Worksheet
RESOURCES
- 2024 Tax Guide for Individuals (rates, brackets, mileage, retirement plan limits, etc.)
- 2024 Donation Valuation Guide, Salvation Army
- 1099-K The IRS Cracks Down on Money Your Earn Online-WSJ
Adobe Reader (free) or other software that can open PDF files must be installed on your computer to view the documents marked “(PDF).”