Get Form Fin-1 - Financial Statement For Individuals

This guide provides a clear and structured approach to completing the Form FIN-1 - Financial Statement For Individuals online. By following these steps, you can ensure that all required information is accurately submitted.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the taxpayer information section, including the primary taxpayer's name, social security number, date of birth, contact phone number, and mailing address. If married, include the spouse's information as well.
3. In the sources of income section, provide employment information for both the primary taxpayer and the spouse. Include details such as employer name, address, how long employed, gross pay per pay period, occupation, and the frequency of payment.
4. If self-employed, indicate whether the business is a sole proprietorship and provide the employer identification number (EIN), business name, and description.
5. List any investments in pass-through entities, including the name and address of the business, EIN, annual income, and percentage of ownership.
6. Complete the general financial information section, detailing cash on hand, bank accounts, life insurance, credit cards, and real property. Use extra sheets if necessary.
7. Fill out the income and expenses worksheet, detailing all sources of income and all actual monthly expenses.
8. Answer the supplemental questions regarding involvement in lawsuits and provide any necessary explanations.
9. Certify the information by signing the form, ensuring accuracy and completeness, and including any required signatures from the spouse or authorized representatives.
10. Finally, save changes, and download, print, or share the completed form as necessary.

Begin completing your Form FIN-1 online to ensure a timely and accurate submission.