Tax Return Questionnaire 2025

Redwood Tax 2025 Tax Organizer
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Marital Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er) with Dependent Children
New Or Existing Client*
*Note existing clients should only fill in data that has changed year over year.*
Taxpayer Name*

First NameLast Name
Taxpayer Date of Birth

MonthDayYear
Date
Taxpayer SS#
Taxpayer Occupation
Check all that apply:

Can you be claimed as a dependent on someone else's returnWere you over age 18 and a full-time student at an eligible educational institution.Taxpayer is blind.Taxpayer is deceased.Taxpayer or Spouse served in a combat zone during the current tax year.Taxpayer wishes to elect to use their 2019 earned income to figure their 2021 earned income credit and/or child tax credit.Taxpayer or Spouse was affected by a natural disaster during the current tax year.Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.Taxpayer prefers to receive written communications from the IRS in a language other than English.Taxpayer prefers to receive written communications from the IRS in an accessible format.
If Taxpayer or Spouse is Deceased please upload certificate of death or obituary and below enter Date of Death Please
Taxpayer DoD
Spouse DoD
Spouse DoD
Spouse Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse SS#
Spouse Occupation
Check all that apply:

Can you be claimed as a dependent on someone else's returnWere you over age 18 and a full-time student at an eligible educational institution.Taxpayer is blind.Taxpayer is deceased.Taxpayer or Spouse served in a combat zone during the current tax year.Taxpayer wishes to elect to use their 2019 earned income to figure their 2021 earned income credit and/or child tax credit.Taxpayer or Spouse was affected by a natural disaster during the current tax year.Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.Taxpayer prefers to receive written communications from the IRS in a language other than English.Taxpayer prefers to receive written communications from the IRS in an accessible format.
Taxpayer Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Taxpayer Phone Number
Format: (000) 000-0000.
Spouse Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Phone Number
Format: (000) 000-0000.
Taxpayer Email Address
example@example.com
Spouse Email Address
example@example.com

DEPENDENTS INFORMATION

Rows	FULL DEPENDENT NAME	DATE OF BIRTH	# OF MONTHS DEPENDENT RESIDE WITH TAXPAYER	Dependent SS#
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
DEPENDENT 5

If you would like your tax refund (if any) deposited directly into your bank

CheckingSavings
Bank Name
Your Account Number
Bank Routing Number

Did you Make FEDERAL Estimated Payments?

Rows	Amount
Q1
Q2
Q3
Q4
One Lump Sum

Did you Make STATE Estimated Payments?

Rows	Amount
Q1
Q2
Q3
Q4
One Lump Sum

Rental & Royalty Income and Expense (Rental Property)
Property Type

ResidentialCommercial
Number of days rented
Number of days used personally
Property is owned by

TaxpayerSpouseJoint
Percentage ownership of not 100%: Please indicate if income and expenses below are listed at 100% or your percentage

YesNo
Percentage ownership of not 100%
Did you live in part of the rental property?
If yes, what percentage did you occupy as a tenant?

Check if rented to a related party. Explain relation
If yes, what percentage did you occupy as a tenant?
Business Income & Expenses (Sole Proprietorship, LLC)
Owner Name

First NameLast Name
Business name
Employer ID number
Business Type
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Employer ID number (EIN)
Do you use any part of your home regularly and exclusively for business?

YesNo
Estimated percentage of time spent in home office compared to total time spent in this business
Estimated of time in home office compared to total time in this business
Description of work done in home office
Description of work done outside of work office
Total area of home
Total area of home used regularly for business
Does anyone listed on the Tax Return have an Identity Pin? If so, please list the name and Identity Pin:

Business Expenses

Rows	Amount
Rent/Office Costs
Repairs and Maintenance
Phone
Internet
Auto Miles or Actual Expenses
Taxes and Licenses
Advertising
Professional Services
Office Expenses and Supplies
Travel and Meals
Insurance
Utilities
MISC

Checklist of Common Tax Documents:
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Redwood Tax 2025 Tax Organizer

Welcome. Please fill out the form below. Secure Upload is Below for Tax Documents.