Tax Organizer - 2025 Tax Year
Personal Information
Taxpayer Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security No.
Email
example@example.com
Occupation
Phone Number
Please enter a valid phone number.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Tax Filing Status
Please Select
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er) With Dependent Child
What tax year are you filing for?
Please Select
2025
2024
2023
2022
Others
What state do you live in?
Please Select
AL
AK
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Are you being claimed as a dependent on another return?
Yes
No
Spouse Information
Spouse's Full Name
First Name
Last Name
Spouse's Date of Birth
-
Month
-
Day
Year
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)
W2
1098 Mortgage Interest
1099-R
1099-Div
1099-Int
1099-Consolidated
1099-Nec
1099-Misc
1095-A
1099-SSA
1099-B (Stock)
W-2G
1098-T
1099-G
1098-E
K-1
If you received multiple copies of a single forms, please list them down below
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Next
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 statement
I 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 statement
I 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?
Yes
No
Did you receive, exchange or sell any digital asset/crypto during the tax year?
Yes
No
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?
Yes
No
Did you receive any distribution or make an contribution to an HSA account?
Yes
No
Did you pay interest on the repayment of a mortgage? (Form 1098)
Yes
No
Did you pay any property tax during the tax year?
Yes
No
Did you have a health insurance through marketplace? (Also sometimes called an exchange, Form 1095-A)
Yes
No
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?
Submit
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