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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| [ ] | Other state and local taxes |  |\n| [ ] | Mortgage interest |  |\n| [ ] | Investment interest |  |\n| [ ] | Cash contributions |  |\n| [ ] | Noncash contributions (provide organization name) |  |\n| [ ] | Unreimbursed employee expenses |  |\n| [ ] | Investment expenses |  |\n| [ ] | Gambling losses |  |\n| [ ] | 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  [ ] [ ] 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 dependents a","cbCaivl2vIMeYM4a","https://ap.wps.com/l/cbCaivl2vIMeYM4a","pdf",919854,24,"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 documents are needed to prepare the 2025 income tax return?\",\"answer\":\"The organizer requests proof of identity for claimants, prior-year income tax returns, and supporting documentation for income and payments. It also includes specific items like wage and tax statements, retirement distributions, and forms for certain income types.\"},{\"question\":\"Which types of income does the checklist cover for the current year?\",\"answer\":\"It covers wage and tax statements (Form W-2), gambling income (Form W2-G), retirement and annuity distributions (Form 1099-R), dividends and interest (Forms 1099-DIV and 1099-INT), miscellaneous income (Form 1099-MISC), nonemployee compensation (Form 1099-NEC), and various other government and asset-related items.\"},{\"question\":\"What questions does the questionnaire ask about personal, dependent, and healthcare information?\",\"answer\":\"It asks about changes to marital status, name, address, identity theft and identity protection PINs, dependent changes, dependent care and adoption expenses, marketplace healthcare coverage, and distributions from accounts such as an HSA or similar plans.\"}]","2025 - Tax Organizer - Checklist and Questionnaire | PDF",1789809024,8]