US Tax and
Financial Information
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Enter amounts in even dollars, as positive amounts.
Data can be entered in yellow areas.
For registered accounts, investments and real estate, enter the current market value.
Bank overdraft
Checking account
Line of credit
Savings account
Credit card #1
Term deposits
Credit card #2
Investment account #1
Student loan
Investment account #2
Car loan #1
401K Plan #1
Car loan #2
401K Plan #2
Mortgage - house
IRA Plan #1
Mortgage - other property
IRA Plan #2
Vehicle #1
Vehicle #2
Other properties
Privately owned business
Total Liabilities
Total Assets
Net Worth

Tax Tip: Check your net worth annually to monitor your progress on the road to financial independence!

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Revised: February 23, 2017


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