Tax Organizer - 2025 Tax Year

Tax Organizer - 2025 Tax Year
Personal Information
Taxpayer Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
Social Security No.*
Email*
example@example.com
Occupation*
Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Filing Status*
What tax year are you filing for?*
What state do you live in?*
Are you being claimed as a dependent on another return?*

YesNo
Spouse Information
Spouse's Full Name

First NameLast Name
Spouse's Date of Birth

MonthDayYear
Date
Social Security No.
Occupation
Phone Number
Please enter a valid phone number.
Dependents Information
Dependents
Dependent Care Provider Information
(Please enter care provider Name, EIN/SSN, Address & Total Amount Paid)
Income (Check all that apply)*

W21098 Mortgage Interest1099-R1099-Div1099-Int1099-Consolidated1099-Nec1099-Misc1095-A1099-SSA1095-B/C1099-B (Stock)1098-T1099-G1098-EK-1
If you received multiple copies of a single forms, please list them down below
Did you have an active business or were you self-employed during the tax year? (If yes, please provide a list of names along with EINs)
(This includes any freelance, gig work or independent contracting. This includes Uber, Doordash income)
Will you provide your own profit & loss statement (P&L) or fill out Keystone Tax's tracker?

I will provide my own statementI will use Keystone Tax's tracker
Did you own, operate, or receive income from rental properties during the year?
Provide a list of all your rentals along with their street address.
Will you provide your own profit & loss statement (P&L) or fill out Keystone Tax's tracker, for your rental properties?

I will provide my own statementI will use Keystone Tax's tracker
Did you have foreign income or at any point during the year have a balance of $10,000 or more in a foreign account?*

YesNo
Did you receive, exchange or sell any digital asset/crypto during the tax year?*

YesNo
Did you buy/sell any stocks, bonds or other investments during the year?

Yes (You will be required to submit your brokerage statements)No
Did you purchase an energy efficient vehicle? Or did you make any energy efficient upgrades to your primary residence?

YesNo
Did you receive any distribution or make an contribution to an HSA account?

YesNo
Did you pay interest on the repayment of a mortgage? (Form 1098)

YesNo
Did you pay any property tax during the tax year?

YesNo
Did you have a health insurance through marketplace? (Also sometimes called an exchange, Form 1095-A)

YesNo
Did you pay for any medical expense out of pocket? (please mention total amount, if any)
Did you make any charitable contributions during the tax year?
We will need supporting docs for these contributions.
Did you contribute to an IRA, that was not reported on your W-2?
List type of IRA contribution along with amount, if applicable
Did you withdraw any funds from an IRA/401k during the tax year? If yes, please provide Form 1099-R.
List type of IRA distributions along with amount, if applicable
Did your spouse contribute to an IRA, that was not reported on their W-2?
List type of IRA contribution along with amount, if applicable
Did your spouse withdraw any funds from an IRA/401k during the tax year? If yes, please provide Form 1099-R.
List type of IRA distributions along with amount, if applicable
Did you make any IRS estimated tax payments? (list all payments along with dates)
These are estimated tax payments made to the IRS, Not W-2 withholdings
Did you make any State estimated tax payments? (list all payments along with dates)
If divorced, was your divorce finalized before 01/01/2019? Please mention name and ssn of your ex-spouse and any alimony or payment you received.
Did you get a loan on a brand-new vehicle purchased in 2025? If yes, we need the VIN number and year end statement from the loan company (you can attach the statement later on)
If IRS provided you a 6 digit Identity Protection PIN, please enter it here. If you didn't receive one, please skip this question.
Is there anything else regarding your tax situation that we should be aware of?
Should be Empty:

Tax Organizer - 2025 Tax Year

Personal Information

Spouse Information

Dependents Information