Law Offices of Morgan D. King
IRM ยง 5.15.1.10
BUDGET FOR TAX EVALUATION - PERSONAL & CONFIDENTIAL - PART 2
Other Necessary Expenses
Enter your name and date below, then proceed down to the budget. Enter your average monthly expenses for each item listed below. Your average should be for a period of the last three months. An estimate is ok if you think it is reasonably accurate.
IMPORTANT: Try to avoid duplicating expenses already covered under Part 1
NAME
DATE:
Legal & accounting fees paid for representation with IRS or state tax problems
Charitable contributions
Child care
Court-ordered payments
Dependent care (separate from child care)
Education
Current health care out-of-pocket expenses (not insurance)(not incl. delinquent medical bills
Involuntary deductions
Life insurance
[life insurance is:]
Term
Whole term
Other
Unk.
Payments on secured debts [not including vehicles or mortgage]
Credit cards
Delinquent medical bills
Current income taxes
Delinquent income taxes (if currently in an installment plan)
Tax installment payments are for:
Federal income taxes
State income taxes
Federal payroll taxes
State payroll taxes
State sales taxes
Other tax
Internet expenses
Payments on debts incurred to pay prior taxes
Other: describe payments on other debts not falling into any of the above:
Explain any unusually high expenses in any of the above categories
Enter any questions you have about how to categorize an expense item.
PRINT THIS SHEET - THEN PRESS "SUBMIT"