2024 Individual Tax Organizer

2024 Individual Tax Organizer
TaxYear
This Tax Organizer is designed to help you collect the information needed to prepare your {taxyear} income tax return. It focuses on your income, deductions, and credits. Please fill in your {taxyear} information in the appropriate sections. If additional information is needed, use the extra space provided at the organizer's end.

We suggest using any browser (i.e., Chrome, Edge, Firefox, etc.) other than Safari.

The organizer may include pre-filled information. Please review and update it as needed.

Please upload your tax documents relating to your tax organizer to our portal. You can access the portal here: WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.

To save your work, click the 'Save' button below. A pop-up will appear—click the blue 'Skip Create an Account' option. Then, enter your email address to receive the saved link.

If you have any questions, you can email us at jkitching@wendroffcpa.com or call us at 703-553-1099. Thank you.

It may take up to 30 seconds to load and check off the boxes below.
Please check off the items that apply to you for {taxyear}

You are a new customerYou are filing jointly with your spouseYou had dependents and are including them on your return
Please upload your tax return to our portal:

Upload your prior year's IRS and state return if we don’t already have it.
Please upload your spouse's tax return to our portal:

If you weren’t married in 2023 and got married in 2024, upload your spouse’s 2023 IRS and state return if we don’t already have it.

Taxpayer Name

First NameMiddle InitialLast Name
Taxpayer Occupation
Taxpayer Cell Phone
Please enter a valid phone number.
Taxpayer Email
example@example.com
Taxpayer's Date of Birth (MM/DD/YYYY):
Current Address

Street Address

Street Address Line 2

CityState

Zip Code
Spouse Information
Spouse Name

First NameMiddle InitialLast Name
Spouse Occupation
Spouse Cell Phone
Please enter a valid phone number.
Spouse Email
example@example.com
Spouse Date of Birth (MM/DD/YYYY):
Other questions
Were you or your spouse on active duty in the military
What state does {taxpayerName:first} claim as their residence
What state does {spouseName:first} claim as their residence
Have you lived in multiple states in {taxyear}?
Have you or your spouse lived in multiple states in {taxyear}?
List of states
List of states
Direct Deposit Information

We will not initiate any payments or refunds until you have thoroughly reviewed and approved your return.
For refunds, what is your direct deposit preference?
For tax owed, do you want the money to be withdrawn from your bank account?
We will not initiate any payments until you have thoroughly reviewed and approved your return.
Would you like to use the same banking information that we have on file from last year? (Note: if you had issues with your direct deposit last year, please select "No" and provide updated banking information).
Bank Name
Bank Routing Number
Bank Account Number
Confirm Bank Account Number
Account number does not match.
Checking / Savings

Dependents
How many dependents do you have?
Dependent 1 Information
Dependent 1 name

First NameLast Name
Months {dep1name:first} lived with you
Date of Birth of {dep1name:first}
Please upload {dep1name:first}'s social security number as a Word or TXT file to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.
Relationship of {dep1name:first}
Is {dep1name:first} a college student?
Please provide a 1098-T for {dep1name:first} for educational expenses.
Is {dep1name:first} permanently disabled
Does {dep1name:first} have unearned income (e.g. interest, dividend, capital gains) greater than $1,300?
Please provide {dep1name:first}'s form(s) 1099-INT, 1099-DIV, 1099-B (i.e., brokerage statement), which shows their interest, dividend, and capital gains to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.
Dependent 2 Information
Dependent 2 name

First NameLast Name
Months {dep2name:first} lived with you
Date of Birth of {dep2name:first}
Please upload {dep2name:first}'s social security number as a Word or TXT file to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.
Relationship of {dep2name:first}
Is {dep2name:first} a college student?
Please provide a 1098-T for {dep2name:first} for educational expenses.
Is {dep2name:first} permanently disabled
Does {dep2name:first} have unearned income (e.g. interest, dividend, capital gains) greater than $1,300?
Please provide {dep2name:first}'s form(s) 1099-INT, 1099-DIV, 1099-B (i.e., brokerage statement), which shows their interest, dividend, and capital gains to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.
Dependent 3 Information
Dependent 3 name

First NameLast Name
Months {dep3name:first} lived with you
Date of Birth of {dep3name:first}
Please upload {dep3name:first}'s social security number as a Word or TXT file to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.
Relationship of {dep3name:first}
Is {dep3name:first} a college student?
Please provide a 1098-T for {dep3name:first} for educational expenses.
Is {dep3name:first} permanently disabled
Does {dep3name:first} have unearned income (e.g. interest, dividend, capital gains) greater than $1,300?
Please provide {dep3name:first}'s form(s) 1099-INT, 1099-DIV, 1099-B (i.e., brokerage statement), which shows their interest, dividend, and capital gains to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.
Dependent 4 Information
Dependent 4 name

First NameLast Name
Months {dep4name:first} lived with you
Date of Birth of {dep4name:first}
Please upload {dep4name:first}'s social security number as a Word or TXT file to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.
Relationship of {dep4name:first}
Is {dep4name:first} a college student?
Please provide a 1098-T for {dep4name:first} for educational expenses.
Is {dep4name:first} permanently disabled
Does {dep4name:first} have unearned income (e.g. interest, dividend, capital gains) greater than $1,300?
Please provide {dep4name:first}'s form(s) 1099-INT, 1099-DIV, 1099-B (i.e., brokerage statement), which shows their interest, dividend, and capital gains to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.
Dependent 5 Information
Dependent 5 name

First NameLast Name
Months {dep5name:first} lived with you
Date of Birth of {dep5name:first}
Please provide {dep5name:first}'s social security number as a Word or TXT file to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.
Relationship of {dep5name:first}
Is {dep5name:first} a college student?
Please provide a 1098-T for {dep5name:first} for educational expenses.
Is {dep5name:first} permanently disabled
Does {dep5name:first} have unearned income (e.g. interest, dividend, capital gains) greater than $1,300?
Please provide {dep5name:first}'s form(s) 1099-INT, 1099-DIV, 1099-B (i.e., brokerage statement), which shows their interest, dividend, and capital gains to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.
Dependent Care Information
How many total care providers have you paid for all your children
First Care Provider
First Provider Name
First Provider type
First Provider EIN #
Nanny – Important Information

Additional Documentation (if applicable):
Please upload the following documents to the WendroffCPA Portal.

If you use a nanny payroll service to pay your nanny, please provide the following:
1. Your nanny's W-2 form.
2. IRS Schedule H (Household Employment Taxes).
3. Up to four IRS estimated payment vouchers (commonly labeled as 1040-ES Payment Vouchers 1, 2, 3, or 4), as issued by your nanny payroll service.
How many dependents were cared for by {firstProvider1}?
First dependent name
Amount paid for {whichDependent1}
Second dependent name
Amount paid for {whichDependent2719}
Third dependent name
Amount paid for {whichDependent3759}
Fourth dependent name
Amount paid for {whichDependent4760}
Fifth dependent name
Amount paid for {whichDependent5}
First Provider address

Street Address

Street Address Line 2

CityState

Zip Code
Second Care Provider
Second Provider name
Second Provider type
Second Provider EIN #
Nanny – Important Information

Additional Documentation (if applicable):
Please upload the following documents to the WendroffCPA Portal.

If you use a nanny payroll service to pay your nanny, please provide the following:
1. Your nanny's W-2 form.
2. IRS Schedule H (Household Employment Taxes).
3. Up to four IRS estimated payment vouchers (commonly labeled as 1040-ES Payment Vouchers 1, 2, 3, or 4), as issued by your nanny payroll service.
How many dependents were cared for by {secondprovider727}
First dependent name
Amount paid for {whichdependent772}
Second dependent name
Amount paid for {whichdependent773}
Third dependent name
Amount paid for {whichdependent774}
Fourth dependent name
Amount paid for {whichdependent775}
Fifth dependent name
Amount paid for {whichdependent776}
Second Provider Address

Street Address

Street Address Line 2

CityState

Zip Code
Third Care Provider
Third Provider name
Third provider type
Third Provider EIN #
Nanny – Important Information

Additional Documentation (if applicable):
Please upload the following documents to the WendroffCPA Portal.

If you use a nanny payroll service to pay your nanny, please provide the following:
1. Your nanny's W-2 form.
2. IRS Schedule H (Household Employment Taxes).
3. Up to four IRS estimated payment vouchers (commonly labeled as 1040-ES Payment Vouchers 1, 2, 3, or 4), as issued by your nanny payroll service.
How many dependents were cared for by {thirdprovider736}
First dependent name?
Amount paid for {whichDependent734}
Second dependent name?
Amount paid for {whichDependent784}
Third dependent name?
Amount paid for {whichDependent785}
Fourth dependent name?
Amount paid for {whichDependent786}
Fifth dependent name?
Amount paid for {whichDependent787}
Third Provider Address

Street Address

Street Address Line 2

CityState

Zip Code
Fourth Care Provider
Fourth Provider name
Fourth provider type
Fourth Provider EIN #
Nanny – Important Information

Additional Documentation (if applicable):
Please upload the following documents to the WendroffCPA Portal.

If you use a nanny payroll service to pay your nanny, please provide the following:
1. Your nanny's W-2 form.
2. IRS Schedule H (Household Employment Taxes).
3. Up to four IRS estimated payment vouchers (commonly labeled as 1040-ES Payment Vouchers 1, 2, 3, or 4), as issued by your nanny payroll service.
How many dependents were cared for by {fourthprovider748}
First dependent name
Amount paid for {whichDependent744}
Second dependent name
Amount paid for {whichDependent794}
Third dependent name
Amount paid for {whichDependent795}
Fourth dependent name
Amount paid for {whichDependent796}
Fifth dependent name
Amount paid for {whichDependent797}
Fourth Provider Address

Street Address

Street Address Line 2

CityState

Zip Code

Business (schedule C sole proprietor, 1099 contractor, single member LLC, gig worker)

Please do not fill out if your business is an S Corporation, Partnership or C Corporation. This is only for sole proprietorships.
Did you or your spouse own one or more businesses in {taxyear} where you or your spouse are the sole owner?

YesNo
How many businesses did you own in {taxyear}?
You Do Not use accounting software:

If you are not using software to track your company’s financial information, you can download these helpful templates by clicking this link: Business Income & Expense and Office in Home Template. You can then upload these templates to the WendroffCPA Portal.

Please fill out one for each business.
You use accounting software:

If you’re already tracking your company’s financial information using QuickBooks or another accounting software, please grant us access. If you use QuickBooks Online and need to grant us access, please follow this video: QBO Access and send the invitation to contact@wendroffcpa.com.

Please invite us for each business.
Business 1
Who owns the business
Business name (leave blank if you do not have one)
Did you start this business in {taxyear}
Is your home address your business address?
Business address

Street Address

Street Address Line 2

CityState

Zip Code
Principal Business / Profession
Please describe your services
EIN #
Was this business fully disposed of in a fully taxable transaction during {taxyear}?
Did you use a part of your home for your business (home office)
Please download the home office spreadsheet and complete it.
Other Questions

Some questions might not apply
Did your business make any payments in {taxyear} that will require you to file Forms 1099?
Did you file the required 1099 forms for {businessName1}?
How much employee retention tax credit (ERTC) did you receive in{taxyear}?
Did you purchase any assets for over $500?
Did you dispose of any assets in {taxyear}?
Do you plan on contributing to a retirement account as a company match or profit sharing (i.e., SEP, solo 401k, company 401k, or other) by the filing of your business return?
Please complete the Business Income and Expenses Spreadsheet
Business 2
Who owns the business
Business name (leave blank if you do not have one)
Did you start this business in {taxyear}
Is your home address your business address?
Business address

Street Address

Street Address Line 2

CityState

Zip Code
Principal Business / Profession
Please describe your services
EIN #
Was this business fully disposed of in a fully taxable transaction during {taxyear}?
Did you use a part of your home for your business (home office)
Please download the home office spreadsheet and complete it.
Other Questions

Some questions might not apply
Did your business make any payments in {taxyear} that will require you to file Forms 1099?
Did you file the required 1099 forms?
How much employee retention tax credit (ERTC) did you receive in{taxyear}?
Did you purchase any assets for over $500?
Did you dispose of any assets in {taxyear}?
Did you pay out of pocket health insurance during the year?
Do you plan on contributing to a retirement account as a company match or profit sharing (i.e., SEP, solo 401k, company 401k, or other) by the filing of your business return?
Please complete the Business Income and Expenses Spreadsheet
Business 3
Who owns the business
Business name (leave blank if you do not have one)
Did you start this business in {taxyear}
Is your home address your business address?
Business address

Street Address

Street Address Line 2

CityState

Zip Code
Principal Business / Profession
Please describe your services
EIN #
Was this business fully disposed of in a fully taxable transaction during {taxyear}?
Did you use a part of your home for your business (home office)
Please download the home office spreadsheet and complete it.
Other Questions

Some questions might not apply
Did your business make any payments in {taxyear} that will require you to file Forms 1099?
Did you file the required 1099 forms?
How much employee retention tax credit (ERTC) did you receive in{taxyear}?
Did you purchase any assets for over $500?
Did you dispose of any assets in {taxyear}?
Did you pay out of pocket health insurance during the year?
Do you plan on contributing to a retirement account as a company match or profit sharing (i.e., SEP, solo 401k, company 401k, or other) by the filing of your business return?
Please complete the Business Income and Expenses Sprea dsheet
Business 4
Who owns the business
Business name (leave blank if you do not have one)
Did you start this business in {taxyear}
Is your home address your business address?
Business address

Street Address

Street Address Line 2

CityState

Zip Code
Principal Business / Profession
Please describe your services
EIN #
Was this business fully disposed of in a fully taxable transaction during {taxyear}?
Did you use a part of your home for your business (home office)
Please download the home office spreadsheet and complete it.
Other Questions

Some questions might not apply
Did your business make any payments in {taxyear} that will require you to file Forms 1099?
Did you file the required 1099 forms?
How much employee retention tax credit (ERTC) did you receive in{taxyear}?
Did you purchase any assets for over $500?
Did you dispose of any assets in {taxyear}?
Did you pay out of pocket health insurance during the year?
Do you plan on contributing to a retirement account as a company match or profit sharing (i.e., SEP, solo 401k, company 401k, or other) by the filing of your business return?
Please complete the Business Income and Expenses Spreadsheet
Business 5
Who owns the business
Business name (leave blank if you do not have one)
Did you start this business in {taxyear}
Is your home address your business address?
Business address

Street Address

Street Address Line 2

CityState

Zip Code
Principal Business / Profession
Please describe your services
EIN #
Was this business fully disposed of in a fully taxable transaction during {taxyear}?
Did you use a part of your home for your business (home office)
Please download the home office spreadsheet and complete it.
Other Questions

Some questions might not apply
Did your business make any payments in {taxyear} that will require you to file Forms 1099?
Did you file the required 1099 forms?
How much employee retention tax credit (ERTC) did you receive in{taxyear}?
Did you purchase any assets for over $500?
Did you dispose of any assets in {taxyear}?
Did you pay out of pocket health insurance during the year?
Do you plan on contributing to a retirement account as a company match or profit sharing (i.e., SEP, solo 401k, company 401k, or other) by the filing of your business return?
Please complete the Business Income and Expenses Spreadsheet

Itemized Deduction Information
Please upload any documents below to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.

To save your work, click the 'Save' button below. A pop-up will appear—click the blue 'Skip Create an Account' option. Then, enter your email address to receive the saved link.
Itemized Deductions (select if "Yes"):

Did you make any cash, non-cash or vehicle charitable contributions?Did you have out of pocket health care expenses?Mortgage Interest Paid (Form 1098) on a principal or second (non-rental) residenceReal Estate (1098 if escrowed) and/or vehicle property taxes paidMiscellaneous Expenses (i.e. tax preparation fees, educator expenses, gambling losses, military reserve/national guard expenses (travel, meals, lodging, etc.))
Did you make any major purchases during the year (cars, boats, etc.)? If so, please provide proof of sales tax paid
Charitable Cash and Non-Cash Donations
Select the charitable donations you made in {taxyear}?

Cash, check or cardNon-cash donationsVehicle donations
Cash Donations

Enter your cash donation information below. Cash donations are paid with cash, check or credit card where you have received nothing of value in return.
Select number of cash donations organizations in {taxyear}
Cash Charity Name 1
Total donation for {taxyear}
Cash Charity Name 2
Total donation for {taxyear}
Cash Charity Name 3
Total donation for {taxyear}
Cash Charity Name 4
Total donation for {taxyear}
Cash Charity Name 5
Total donation for {taxyear}
Cash Charity Name 6
Total donation for {taxyear}
Cash Charity Name 7
Total donation for {taxyear}
Cash Charity Name 8
Total donation for {taxyear}
Cash Charity Name 9
Total donation for {taxyear}
Cash Charity Name 10
Total donation for {taxyear}
Cash Charity Name 11
Total donation for {taxyear}
Cash Charity Name 12
Total donation for {taxyear}
Cash Charity Name 13
Total donation for {taxyear}
Cash Charity Name 14
Total donation for {taxyear}
Cash Charity Name 15
Total donation for {taxyear}
Cash Charity Name 16
Total donation for {taxyear}
Cash Charity Name 17
Total donation for {taxyear}
Cash Charity Name 18
Total donation for {taxyear}
Cash Charity Name 19
Total donation for {taxyear}
Cash Charity Name 20
Total donation for {taxyear}
Cash Charity Name 21
Total donation for {taxyear}
Cash Charity Name 22
Total donation for {taxyear}
Cash Charity Name 23
Total donation for {taxyear}
Cash Charity Name 24
Total donation for {taxyear}
Cash Charity Name 25
Total donation for {taxyear}
Cash Charity Name 26
Total donation for {taxyear}
Cash Charity Name 27
Total donation for {taxyear}
Cash Charity Name 28
Total donation for {taxyear}
Cash Charity Name 29
Total donation for {taxyear}
Cash Charity Name 30
Total donation for {taxyear}
Total charity to tie to proseries
Total charity to tie to proseries
Non-cash donations

Enter your non-cash donation information below, including the fair market value. Examples of non-cash donations are household items. Multiple donations to the same organization should be added together.
Select number of unique non-cash donations organizations in {taxyear}
Non Cash Charity Name 1
Fair market value of donation
Non Cash Charity Address 1
Non Cash Charity Name 2
Fair market value of donation
Non Cash Charity Address 2
Non Cash Charity Name 3
Fair market value of donation
Non Cash Charity Address 3
Non Cash Charity Name 4
Fair market value of donation
Non Cash Charity Address 4
Have you received a qualified appraisal for your donation?
Please upload your appraisal document to the WendroffCPA portal
Per the IRS, "If the value of the donated property exceeds $5,000, the donor must get a qualified appraisal for contributions of property". See this publication for more information.
Vehicle donation

Enter your vehicle donation information below.
What is the year, make and model of the vehicle
What is the VIN # of the vehicle
What is the fair market value of the vehicle
Medical Expenses

To determine if you qualify for itemized medical deductions, you can deduct out-of-pocket health costs that exceed 7.5% of your Adjusted Gross Income (AGI).
Do you estimate your out-of-pocket medical expenses to be greater than 7.5% of your total AGI to report for {taxyear}?

Real Estate and/or Vehicle Property Taxes
How many principal or second homes have you owned in {taxyear} (excluding rental properties)?
Real estate taxes paid on your principal residence
Real estate taxes paid on additional homes
Please provide the make, model, year and amount for each vehicle you paid property taxes on.
Mortgage Interest
Please upload each form 1098 you received from your mortgage company(s) relating to your principal or second home to the WendroffCPA Portal. Note: if you moved, refinanced, switched providers, or took out a home equity line of credit, you will receive more than one 1098. If you purchased a primary or second home, please upload the HUD-1 settlement statement for this property.
Is your total mortgage principal (balance) for your primary homes greater than 750k (375K if you are married and filing separately)?
Since your mortgage principal balance is greater than $750k (375k if married filing eperately) Please send us the statement for December of last year for your mortgage(s)
Have you sold a primary home in {taxyear}?
What is the total amount of improvements done in the home that was sold
Please upload the purchase HUD and sales HUD closing statements for this property to the WendroffCPA Portal.
Other Miscellaneous Deductions

Tax preparation fees, educator expenses, gambling losses, military reserve/national guard expenses (travel, meals, lodging, etc.)
Tax preparation fees
This would be for fees you paid in 2024.
Gambling losses
If {taxpayerName:first} is an educator please enter their expenses
If {spouseName:first} is an educator please enter their expenses
Please provide any unreimbursed expenses related to your service in the Military Reserve or National Guard (e.g., travel, meals, lodging) for duties performed more than 100 miles from home.

	Amount Paid
Amounts paid out of pocket (NOT with HSA) for healthcare (doctors, hospitals, lasik, eye care + glasses/contacts, acupuncture, chiropractors, dentists, birth control, fertility, breast pumps, pregnancy tests, alcoholism + drug addiction treatments, prostheses, bandages, hearing aids, learning disabilities, conferences, nursing homes, psychologists, tutoring for children with special needs, sterilization, smoking cessation, hard-of-hearing telephones and televisions, and more. see IRS pub. 502.
Amounts of miles driven for medical purposes
Cost of medical travel (lodging and meals)
Insurance premiums paid out of pocket (Do not include any amounts paid by your employer or Medicare payments listed on your Social Security statement, SSA-1099)

Health, Insurance and Education
Please upload any documents below to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it.

To save your work, click the 'Save' button below. A pop-up will appear—click the blue 'Skip Create an Account' option. Then, enter your email address to receive the saved link.
Did you or your spouse have self-employment health insurance?
Please provide IRS form 1095-A for you and/or your spouse.
Did you or your spouse pay premiums for long term care insurance?
Total premiums paid for long term care insurance for {taxpayerName:first}
Total premiums paid for long term care insurance for {spouseName:first}
Did you or your spouse contribute money to a health savings account (HSA) outside of your W-2?
Please provide the amount of {taxpayerName:first}'s HSA contributions outside of their W-2.
Please provide the amount of {spouseName:first}'s HSA contributions outside of their W-2.
Did you or your spouse withdraw money from a health savings account (HSA)?
Was the withdrawal used for medical purposes?
Please provide 1099-SA for you and/or your spouse.
Did you or your spouse get health insurance through the market place (also called the affordable care act) or for Medicare and you do not collect social security?
Please provide IRS form 1095-A or your annual Medicare payments for you and/or your spouse. (Note: This is not health insurance from your employer or Medicare, which is taken from your social security payments.)
Did you contribute or withdraw from a 529 account in {taxyear}?
How many 529 accounts did you contribute to?
529 Account 1 Contribution Amount:
What state was the 529 Account 1 with?

Street Address

Street Address Line 2

CityState

Zip Code
529 Account 2 Contribution Amount:
What state was the 529 Account 2 with?

Street Address

Street Address Line 2

CityState

Zip Code
529 Account 3 Contribution Amount:
What state was the 529 Account 3 with?

Street Address

Street Address Line 2

CityState

Zip Code
529 Account 4 Contribution Amount:
What state was the 529 Account 4 with?

Street Address

Street Address Line 2

CityState

Zip Code
529 Account 5 Contribution Amount:
What state was the 529 Account 5 with?

Street Address

Street Address Line 2

CityState

Zip Code
529 Account 6 Contribution Amount:
What state was the 529 Account 6 with?

Street Address

Street Address Line 2

CityState

Zip Code
529 Account 7 Contribution Amount:
What state was the 529 Account 7 with?

Street Address

Street Address Line 2

CityState

Zip Code
529 Account 8 Contribution Amount:
What state was the 529 Account 8 with?

Street Address

Street Address Line 2

CityState

Zip Code
529 Account 9 Contribution Amount:
What state was the 529 Account 9 with?

Street Address

Street Address Line 2

CityState

Zip Code
529 Account 10 Contribution Amount:
What state was the 529 Account 10 with?

Street Address

Street Address Line 2

CityState

Zip Code
Please provide a 1099-Q for each 529 account you withdrew money from.
Did you or your spouse have any of the following

College tuitionStudent loan interest paidUse proceeds from Series EE, or US savings bonds (post 1989)to pay for higher education expenses
Please provide a 1098-T for each person who had educational expenses.
Please provide a 1098-E for each person who had student loan interest.

Foreign Matters
Did you or your spouse have any foreign accounts, gifts, inheritance, or assets in {taxyear}?
Has the aggregate value of your foreign accounts (i.e. Bank, Brokerage, Retirement, etc.) reached a maximum value of $10,000 USD in {taxyear}?
Which of the following foreign accounts applies to you or your spouse?

Signer on any financial account (bank, securities or brokerage)Owner of a foreign stock or mutual fund outside of US brokerage accountAffiliation with a foreign trust (grantor, transferor or received distributions)Speak to a WendroffCPA member about about this
Do you want us to prepare the FBAR for you or your spouse?
Please fill out the FBAR template here: FBAR and upload it to the WendroffCPA Portal. If you've forgotten your password, click 'Forgot Password' to reset it
To file the FBAR yourself, access the BSA E-Filing System here: FBAR, complete FinCEN Form 114 with your foreign account details, and submit it electronically.
Has the aggregate value of your foreign accounts exceeded $50,000 on the last day of the tax year or $75,000 at any time during the year for single filers, and $100,000 on the last day or $150,000 at any time for married couples filing jointly?
Did you or your spouse receive a gift or inheritance from a foreign person, estate, trust, or entity?
Please provide the name, type of account, amount and country from which you received the foreign gift or inheritance from:
Did you or your spouse live overseas in {taxyear}?
If you or your spouse lived abroad and were not employed by the U.S. government, please complete the Foreign Earned Income Template for each spouse who qualifies here: Foreign Earned Income Template and upload it to the WendroffCPA Portal. If you need to reset your password, simply click 'Forgot Password' on the login page.

General questions
Does {taxpayerName:first} have a secure PIN sent from the IRS needed to file your tax return?
What is {taxpayerName:first}'s PIN
Does {spouseName:first} spouse have a secure PIN sent from the IRS needed to file your tax return?
What is {spouseName:first}'s PIN
Did you make any energy efficient improvements to your home in {taxyear}?
Please explain what energy efficient improvements you made and the cost of the improvement. Please provide receipt of improvement.
Did you buy a plug-in hybrid or electric vehicle
Year, make, model of electric or plug-in hybrid vehicle
VIN #
Date of energy efficient vehicle purchase

MonthDayYear
Date
Was the energy efficient vehicle new or used when you purchased it?
Did your marital status change in {taxyear}?
Please explain the change in marital status
Did you incur adoption expenses during {taxyear}?
What were the adoption expenses?
Did you incur any casualty or theft losses during {taxyear} due to a federally declared disaster?
Please describe the nature of your loss?
Did you incur any non business bad debts in {taxyear}?
Do you expect your income and deductions in 2025 to be the same as {taxyear}?
Please explain the changes in income or deductions for 2025:
At anytime in {taxyear} did you sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?
Did you pay any alimony in {taxyear} for a divorce that happened before 2019?
Spouse Social Security Number you paid alimony to
Total amount of alimony paid in {taxyear}
Did you incur moving expenses in {taxyear}?
What was your total moving expenses (lodging, hauling a trailer, packing, crating, in-transit storage, and insurance)
Estimated tax payments

If you made estimated tax payments, please enter them below
Estimated IRS payments
Estimated state payments
Estimated local payments
Please include any additional details not covered in this form or any information you believe would provide helpful context for your tax preparation.

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Should be Empty:

	Taxpayer	Contribution converted to a Roth
Traditional IRA contribution made
Roth IRA contribution made
SEP, Solo 401k, SIMPLE or Keogh Contributions

	Spouse	Contribution converted to a Roth
Traditional IRA contribution made
Roth IRA contribution made
SEP, Solo 401k, SIMPLE or Keogh Contributions

2024 Individual Tax Organizer

Spouse Information

Other questions

Direct Deposit Information

Dependents

Dependent 1 Information

Dependent 2 Information

Dependent 3 Information

Dependent 4 Information

Dependent 5 Information

Dependent Care Information

First Care Provider

Second Care Provider

Third Care Provider

Fourth Care Provider

Income Scenarios

W-2 Income

Interest Income

Dividend Income

Investment Income

K-1 Income from partnership, S-corp, trust or estate

Retirement Distributions (1099-R)

Payment from third party network

Foreign Income

Cryptocurency

Other Income

Business (schedule C sole proprietor, 1099 contractor, single member LLC, gig worker)

Business 1

Other Questions

Business 2

Other Questions

Business 3

Other Questions

Business 4

Other Questions

Business 5

Other Questions

Rental Property

Rental 1

Rental 2

Rental 3

Rental 4

Rental 5

Itemized Deduction Information

Charitable Cash and Non-Cash Donations

Cash Donations

Non-cash donations

Vehicle donation

Medical Expenses

Real Estate and/or Vehicle Property Taxes

Mortgage Interest

Other Miscellaneous Deductions

Health, Insurance and Education

Retirement and Financial Planning

Financial Planning Assistance

Foreign Matters

General questions

Estimated tax payments

Important Next Steps