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It instructs filers to return the completed items with supporting documentation, noting changes from the 2024 tax year. Sections collect general identity and prior returns, detailed current-year income sources and documentation, other income items, and payment-related deductions and credits. 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Return this list, along with the supporting documentation, to our office and let us know of any significant changes from your 2024 tax year.\u003Cbr>General Information and Prior Year Documentation\u003Cbr>[ ] Proof of identity for those claimed on the return (driver's license or state issued ID, Social Security card, birth certificates for children. etc. )\u003Cbr>[ ] Income tax returns from the prior two years\u003Cbr>If there were losses from business activities in prior years, include prior five years of returns instead of two\u003Cbr>[ ] Depreciation schedules from prior years for businesses, rentals, etc.\u003Cbr>Current Year Income Documentation\u003Cbr>[ ] Wage and tax statements (Form W-2)\u003Cbr>[ ] Gambling income (Form W2-G)\u003Cbr>[ ] IRA distributions, pensions, and annuities (Form 1099-R)\u003Cbr>[ ] Dividend income (Form 1099-DIV)\u003Cbr>[ ] Interest income (Form 1099-INT)\u003Cbr>[ ] Miscellaneous income (Form 1099-MISC)\u003Cbr>[ ] Nonemployee compensation (Form 1099-NEC)\u003Cbr>[ ] Unemployment compensation and other government payments (Form 1099-G)\u003Cbr>[ ] Credit card, debit card, and third-party network transactions (Form 1099-K)\u003Cbr>[ ] Reportable payment transactions\u003Cbr>[ ] Social Security benefits (Form SSA-1099)\u003Cbr>[ ] Railroad retirement benefits (Form RRB-1099)\u003Cbr>[ ] Income from partnerships, S corporations, estates, and trusts (Schedule K-1)\u003Cbr>[ ] Basis information for any partnerships and S corporations\u003Cbr>[ ] Documentation of brokerage transactions and disposition of capital assets (Form 1099-B)\u003Cbr>[ ] Digital asset proceeds from brokerage transactions (Form 1099-DA)\u003Cbr>[ ] Proceeds from real estate transactions (Form 1099-S)\u003Cbr>[ ] Self-employed business income (Schedule C)\u003Cbr>[ ] Farm income (Schedule F)\u003Cbr>[ ] Farm rental income (Form 4835)\u003Cbr>[ ] Income from rental real estates and royalties (Schedule E)\u003Cbr>Other Income (provide supporting documentation for income received for the following items)\u003Cbr>[ ] Sale of assets or property\u003Cbr>[ ] Cancellation of debt\u003Cbr>[ ] Other income  \u003Cbr>Payments (provide supporting documentation for payments made for the following items)\u003Cbr>[ ] Educator classroom expenses\u003Cbr>[ ] Employee business expenses\u003Cbr>[ ] Contributions to a Health Savings Account\u003Cbr>[ ] Expenses related to work relocation with the military\u003Cbr>[ ] Alimony\u003Cbr>[ ] Student loan interest\u003Cbr>[ ] Refunded student loan interest payments\u003Cbr>[ ] Student loan forgiveness\u003Cbr>[ ] Tuition and fees for higher education\u003Cbr>[ ] Expenses related to child or dependent care\u003Cbr>[ ] Contributions to a Retirement Savings Account\u003Cbr>[ ] Medical and dental expenses\u003Cbr>[ ] Real estate taxes |  |\n\nDrake Software- Individual Organizer-Copyright 2025 CKLIST. LD  \n2025  \nPage 2  \n\n| Checklist |  |  |  |\n| --- | --- | --- | --- |\n| Name: |  | SSN: |  |\n|  |  |  |  |\n|  | Checklist |  |  |\n| [ ]\u003Cbr>[ ]\u003Cbr>[ ]\u003Cbr>[ ]\u003Cbr>[ ]\u003Cbr>[ ]\u003Cbr>[ ]\u003Cbr>[ ]\u003Cbr>[ ] |  | Other state and local taxes\u003Cbr>Mortgage interest\u003Cbr>Investment interest\u003Cbr>Cash contributions\u003Cbr>Noncash contributions (provide organization name)\u003Cbr>Unreimbursed employee expenses\u003Cbr>Investment expenses\u003Cbr>Gambling losses\u003Cbr>Other payments   |  |\n\nDrake Software- Individual Organizer-Copyright 2025 CKLIST. LD  \n2025  \nPage 3  \n\n| Questionnaire\u003Cbr>Name: SSN: |  |\n| --- | --- |\n|  |  |\n| \u003Cbr>Questionnaire |  |\n| Personal Information\u003Cbr>Yes No\u003Cbr>[ ] [ ] Did your marital status change during the year?\u003Cbr>If \"Yes,\" explain  \u003Cbr>[ ] [ ] Did your name change during the tax year?\u003Cbr>If \"Yes,\" explain  \u003Cbr>[ ] [ ] If your filing status is married, but you are filing separately from your spouse, did you and your spouse live apart for the last six months of 2025?\u003Cbr>[ ] [ ] Can you or your spouse be claimed as a dependent by someone else?\u003Cbr>[ ] [ ] Did your address change during the year?\u003Cbr>[ ] [ ] Were you, your spouse, or any dependent","cbCain3F4EPm524n","https://ap.wps.com/l/cbCain3F4EPm524n","pdf",223942,6,"English","# Checklist\n## General Information and Prior Year Documentation\n## Current Year Income Documentation\n## Other Income\n## Payments\n# Questionnaire\n## Personal Information\n## Dependent Information\n## Health Care Information\n## Income, Purchases, Sales, and Debt Information","[{\"question\":\"What information does the 2025 checklist request to prepare an income tax return?\",\"answer\":\"It requests identity proof, prior year tax returns, depreciation schedules when applicable, and detailed current-year income documentation such as W-2, 1099 forms, K-1, and schedules for self-employment or rentals.\"},{\"question\":\"Which personal status and identity questions are included in the questionnaire?\",\"answer\":\"It asks whether marital status, name, or address changed during the year, whether identity theft or an IP PIN occurred, and whether filing separately required the last six months apart from a spouse.\"},{\"question\":\"What healthcare and household-related items are asked in the questionnaire?\",\"answer\":\"It asks whether anyone in the household had Marketplace healthcare coverage and, if so, to provide Form 1095-A, and whether distributions were received from an HSA, Archer MSA, or Medicare Advantage MSA during the year.\"}]","2025 Checklist - Questionnaire - Tax Return Information | PDF",1789818583]