Do I have to fill out all of the information requested in the organizer?

No. However, it is vital that Page 1 (General Information) and Page 4 (Basic Taxpayer Information) be completed & checked for accuracy. Please make sure we have the correct name and SSN of your dependent children, and ORG 60 State Information (including your state of residence and home of record). It is important you complete and thoroughly check these pages of the organizer, especially for any changes that might reduce your tax liability.

Posted in: The Organizer