2024 Annual Tax Organizer

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Personal Information

Taxpayer & spouse details, filing status, and dependents for 2025.

Primary Taxpayer

First Name *

Middle Name

Last Name *

Social Security Number

Date of Birth

Email Address *

Phone Number

Street Address

City

State

ZIP Code

Is taxpayer age 65 or older?

Yes No

New $6,000 senior bonus deduction available for qualifying taxpayers (2025–2028)

Filing Status & Spouse

Filing Status *

Single Married Filing Jointly Married Filing Separately Head of Household Qualifying Surviving Spouse

Spouse First Name

Spouse Middle Name

Spouse Last Name

Spouse SSN

Spouse Date of Birth

Spouse Occupation

Is spouse age 65 or older?

Yes No

Dependents

Include all qualifying children and other dependents. Child Tax Credit is now $2,200 per child under 17 for 2025.

Life Events in 2025

Life changes can significantly impact your tax situation. Check all that apply.

Married Divorced / Separated New child born Child adopted Job change Retired Moved to new state Bought a home Sold a home Death of spouse/dependent Started a business None

Step 1 of 6

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Income Sources

Report all income received in 2025. Include all W-2s, 1099s, and other sources.

W-2 Wages & Salaries

Did you receive overtime pay in 2025?

Yes No

May qualify for up to $12,500 deduction ($25,000 joint)

Estimated Overtime Amount on W-2

Did you receive tip income in 2025?

Yes No

No Tax on Tips deduction up to $25,000 for qualifying occupations

Estimated Tip Income Received

1099 / Contract / Freelance Income

Did you receive payments via Venmo, PayPal, Cash App, or similar apps in 2025?

Yes No

1099-K threshold is $20,000 / 200 transactions in 2025; business income is taxable regardless

Investment & Interest Income

Did you receive interest income (1099-INT)?

Yes No

Did you receive dividend income (1099-DIV)?

Yes No

Did you sell stocks, bonds, or mutual funds?

Yes No

Did you have cryptocurrency transactions?

Yes No

Note: 1099-DA is now required for cryptocurrency reporting in 2025

Retirement & Social Security Income

Did you receive Social Security benefits (SSA-1099)?

Yes No

Did you receive pension/retirement distributions (1099-R)?

Yes No

Did you take any IRA distributions?

Yes No

Were you subject to Required Minimum Distributions (RMDs)?

Yes No

Rental Income

Did you own rental property in 2025?

Yes No

No need to have everything ready right now. Fill in what you know — gross rent and a rough expense total is enough to get started. Once you submit, send your records (mortgage statements, property tax bills, insurance, repair receipts, depreciation schedule) via the client portal or email us at [email protected]. We'll handle the line-by-line detail from there.

What records do you have available? (Check all that apply)

Mortgage statements (Form 1098) Property tax bills Insurance premium statements Repair & maintenance receipts Property manager statements Utility bills paid by landlord Prior year depreciation schedule Mileage log for rental visits Original purchase closing disclosure (HUD-1 / CD) Prior year Schedule E

Are you a real estate professional (750+ hours/year materially participating in real estate)?

Yes No Not Sure

Do you need us to help organize your rental income & expenses from receipts / bank statements?

Yes — need help No — I have it organized Partially

Rental Notes — anything else we should know (new property, sold a property, major renovations, first year, short-term rental, Airbnb, etc.)

Other Income

Did you receive alimony income?

Yes No

Did you receive gambling winnings (W-2G)?

Yes No

Did you receive unemployment compensation?

Yes No

Did you receive income from a trust, estate, or K-1?

Yes No

Any other income to disclose? (describe)

Retirement Contributions (2025)

2025 limits: IRA/Roth IRA $7,000 ($8,000 age 50+) · 401(k)/403(b) $23,000 · Catch-up (age 60–63) $11,250

IRA Contributions

Roth IRA Contributions

401(k) / 403(b) Contributions (employee)

SEP-IRA / SIMPLE Contributions

Step 2 of 6

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Deductions & Credits

2025 standard deductions: $15,750 single · $31,500 married filing jointly · SALT cap is $10,000.

Homeownership Deductions

Did you pay mortgage interest in 2025 (Form 1098)?

Yes No

Total Mortgage Interest Paid (from 1098)

Did you pay real estate/property taxes?

Yes No

Total Property Taxes Paid

Did you pay points on a mortgage loan?

Yes No

Did you buy a new vehicle with a loan in 2025?

Yes No

Vehicle Purchase Price

Auto Loan Interest Paid in 2025

New OBBBA deduction up to $10,000 for personal-use new vehicle loan interest (income phase-out $100K/$200K)

State & Local Taxes (SALT)

The SALT cap increased from $10,000 to $40,000 for 2025. This may make itemizing worthwhile again for many clients.

State Income Taxes Paid / Withheld

Local Income Taxes Paid / Withheld

Did you pay estimated state/local taxes?

Yes No

Estimated State Tax Payments Made

Charitable Contributions

Did you make charitable contributions in 2025?

Yes No

Cash Contributions (total)

Non-Cash / Property Donations (FMV)

Did you make any Qualified Charitable Distributions (QCD) from an IRA?

Yes No

QCD Amount (if applicable)

Did you have a Donor Advised Fund (DAF)?

Yes No

Medical & Health Expenses

Unreimbursed medical expenses exceeding 7.5% of AGI may be deductible.

Did you pay unreimbursed medical / dental expenses?

Yes No

Total Out-of-Pocket Medical Expenses

Did you contribute to an HSA in 2025?

Yes No

HSA Contributions Made

Did you pay self-employed health insurance premiums?

Yes No

Education Expenses

Did you pay student loan interest?

Yes No

Did you or a dependent use 529 plan funds?

Yes No

Did you pay tuition or education fees (1098-T)?

Yes No

Did you contribute to a Coverdell ESA?

Yes No

Credits & Other Deductions

Did you pay child/dependent care expenses?

Yes No

Child / Dependent Care Amount

Did you pay alimony under a pre-2019 divorce agreement?

Yes No

Did you install any energy-efficient home upgrades?

Yes No

Did you receive the Earned Income Tax Credit in a prior year?

Yes No

Any other deductions to note?

Step 3 of 6

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Business Income & Expenses

Self-employment, Schedule C businesses, and pass-through entity income.

Self-Employment / Business Activity

Did you operate a business or have self-employment income in 2025?

Yes No

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You also need to complete the Business Tax Organizer

Since you have business income, please also complete the Universal Business Tax Organizer. It covers Schedule C, 1065, 1120-S, and 1120 — your preparer will use both forms together.

Open Business Tax Organizer →

Business Name

Business Type

EIN (if applicable)

Principal Business Activity

Gross Business Income / Revenue

Total Business Expenses (estimate)

Check all expense categories that apply — please bring receipts / records for each category checked.

Advertising Vehicle / Mileage Office Supplies Home Office Contract Labor / 1099s Insurance Professional Fees Travel Meals (50%) Software / Subscriptions Equipment / Assets Inventory / COGS Wages Paid Utilities Rent / Lease

Did you purchase equipment or assets over $500?

Yes No

Did you use a vehicle for business purposes?

Yes No

Did you use part of your home exclusively for business?

Yes No

Did you issue 1099s to contractors?

Yes No

Did you make estimated quarterly tax payments?

Yes No

Total Federal Estimated Tax Payments

Additional business notes or questions for your preparer

Qualified Business Income (QBI) Deduction

The 20% QBI deduction (Section 199A) applies for 2024. Note: was set to expire after 2025. This may significantly reduce your tax liability.

Do you have income from a partnership, S-Corp, LLC, or Schedule C that may qualify for QBI?

Yes No

Step 4 of 6

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Prior Year & Additional Info

Carryovers, IRS correspondence, and other items that affect your 2025 return.

Prior Year Carryovers

Did you have a capital loss carryover from 2024?

Yes No

Capital Loss Carryover Amount

Did you have a net operating loss (NOL) carryover?

Yes No

Did you have passive activity loss carryovers (rental)?

Yes No

Did you have charitable contribution carryovers?

Yes No

IRS / State Correspondence

Did you receive any notices from the IRS or state tax authority in 2025?

Yes No

Did you receive a state tax refund in 2025 (from 2024 filing)?

Yes No

Were you audited or under examination by the IRS or state?

Yes No

Did you make any late 2024 IRA contributions (by April 15)?

Yes No

Banking & Refund Preferences

Effective September 30, 2025, the IRS no longer mails paper refund checks. Direct deposit is required.

Preferred Refund Method

Bank Name (for direct deposit)

Account Type

Routing Number

Account Number

Foreign Accounts & Other Disclosures

Did you have a financial interest in or signature authority over a foreign bank account (FBAR)?

Yes No

Did you receive gifts or inheritance from foreign persons?

Yes No

Additional Notes for Your Preparer

Please share anything else we should know about your 2025 tax situation

Step 5 of 6

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Review & Submit

Please confirm your contact information and review your submission before sending.

Document Checklist

Please bring or upload these documents when dropping off your tax materials. Check all that apply to you for 2025.

W-2(s) 1099s (all types) 1098 Mortgage Interest 1099-R Retirement SSA-1099 (Social Security) Brokerage / 1099-B K-1(s) Business Income/Expense Records Charitable Donation Receipts Prior Year Tax Return Estimated Tax Payment Records 1099-DA (Cryptocurrency)

Consent & Signature

By submitting this organizer, I certify that the information provided is accurate and complete to the best of my knowledge. I understand this organizer does not constitute a tax return or legal advice. RMWhite CPA will use this information solely to assist in preparing my 2025 federal and state income tax returns.

Signature (type full name) *

Today's Date *

I confirm the above information is accurate and I consent to RMWhite CPA using it to prepare my 2025 tax return.

Step 6 of 6

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Form Submitted!

Your 2025 Personal Tax Organizer has been received by RMWhite CPA. We will reach out within 2–3 business days.

If you have business income, please also complete the Business Tax Organizer.

Use the button below to save a PDF copy of your submission for your records.

RMWhite CPA

2025 Personal Tax Organizer — Submission Copy

Submitted:

This is a copy of your submission to RMWhite CPA. Keep this for your records. All information is confidential.