2025 Tax Organizer

Taxpayer Name

Date of Birth

MM slash DD slash YYYY

Has IP Pin

Yes

Spouse Name

Date of Birth

MM slash DD slash YYYY

Has IP Pin

Yes

Name of person to whom all information should be addressed, if not the taxpayer

Street address, city, state, and ZIP

Taxpayer

Taxpayer Occupation

Daytime Phone

Evening Phone

Cell Phone

Taxpayer Email

Spouse

Spouse Occupation

Daytime Phone

Evening Phone

Cell Phone

Spouse Email

Filing status at the end of 2025

Status

Single

Married

Widowed

If widowed and your spouse died after December 31, 2023, enter the date of death

MM slash DD slash YYYY

Married filing separately

Yes

If married but filing separately, did you live apart from your spouse for the last six months of 2025?

Are you or your spouse blind?(Required)

Yes

Are you or your spouse disabled?(Required)

Yes

Are you or your spouse a full-time student?(Required)

Yes

Do you or your spouse want to designate $3 to go to the Presidential Election Campaign Fund?(Required)

Yes

At any time during 2025 did you: (a) receive (as a reward, award, or payment for property or service) a digital asset? (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?(Required)

(a) receive (as a reward, award, or payment for property or service) a digital asset? (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?

Yes

Identification Information

Taxpayer's Identification

Please provide True Blue Financial a copy of yours and your spouse’s driver’s license when dropping tax documents off.

Dependent and Other Information

Dependent 1 Information

First and Last Name

Relationship

Months in Home

Childcare Expenses

Date of Birth

MM slash DD slash YYYY

Dependent 1

Has IP PIN

Disabled

Full time Student

Dependent 2 Information

First and Last Name

Relationship

Months in Home

Childcare Expenses

Date of Birth

MM slash DD slash YYYY

Dependent 2

Has IP PIN

Disabled

Full time Student

Dependent 3 Information

First and Last Name

Relationship

Months in Home

Childcare Expenses

Date of Birth

MM slash DD slash YYYY

Dependent 3

Has IP PIN

Disabled

Full time Student

Dependent 4 Information

First and Last Name

Relationship

Months in Home

Childcare Expenses

Date of Birth

MM slash DD slash YYYY

Dependent 4

Has IP PIN

Disabled

Full time Student

Dependent 5 Information

First and Last Name

Relationship

Months in Home

Childcare Expenses

Date of Birth

MM slash DD slash YYYY

Dependent 5

Has IP PIN

Disabled

Full time Student

List dependents required to file a return

Child and Other Dependent Care Expenses

Care Provider 1

Name of Care Provider

Amount Paid

Address

Care Provider 2

Name of Care Provider

Amount Paid

Address

Care Provider 3

Name of Care Provider

Amount Paid

Address

Estimates

Overpayment applied from 2024

Federal

Date paid

Amount

Resident State

Date paid

Amount

Resident City

Date paid

Amount

First quarter

Federal

Date paid

Amount

Resident State

Date paid

Amount

Resident City

Date paid

Amount

Second quarter

Federal

Date paid

Amount

Resident State

Date paid

Amount

Resident City

Date paid

Amount

Third quarter

Federal

Date paid

Amount

Resident State

Date paid

Amount

Resident City

Date paid

Amount

Fourth quarter

Federal

Date paid

Amount

Resident State

Date paid

Amount

Resident City

Date paid

Amount

Additional payments

Federal

Date paid

Amount

Resident State

Date paid

Amount

Resident City

Date paid

Amount

Questionnaire

Did your marital status change during the year?(Required)

If "Yes," explain

Yes

Marital status change explanation

Did your name change during the tax year?(Required)

If "Yes," explain

Yes

Name change explanation

If your filing status is married, but you are filing separately from your spouse, did you and your spouse live apart for the last six months of 2025?(Required)

Yes

Can you or your spouse be claimed as a dependent by someone else?(Required)

Yes

Did your address change during the year?(Required)

Yes

Were you, your spouse, or any dependents a victim of identity theft?(Required)

If "Yes," explain.

Yes

Identity theft explanation

Were you, your spouse, or any dependents issued an Identity Protection PIN (IP PIN)?(Required)

Yes

Dependent Information

Did you have any changes in dependents during the year?(Required)

If "Yes," explain.

Yes

Dependents changes explanation

Can another person qualify to claim any of your dependents?(Required)

Yes

Did you have any child or dependent care expenses during the year?(Required)

Yes

Did you have any adoption expenses during the year?(Required)

Yes

Did you have any children under age 18 or a full-time student under age 24 with more than $2,700 of unearned income?(Required)

Yes

Provide documentation for proof of dependent credits (school records, medical records, daycare records, etc.)

Health Care Information

Did any member of your household have healthcare coverage through the Marketplace (Obamacare)?(Required)

Yes

Did you receive any distributions from a Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA during the year?(Required)

Yes

Did you make any contributions from a Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA during the year?(Required)

Yes

Income, Purchases, Sales, and Debt Information

Did you receive any tips not reported to your employer?(Required)

Yes

Did you receive any disability income during the year?(Required)

Yes

Did you cash in any U.S. savings bonds during the year?(Required)

Yes

Did you start a new business or purchase any rental property during the year?(Required)

Yes

Did you sell an existing business, rental property, or other property during the year?(Required)

Yes

Did you purchase any business assets or convert any assets to business use?(Required)

If "Yes," provide the cost of the asset, the date it was placed in service, and the business use percentage.

Yes

Provide the cost of the asset, the date it was placed in service, and the business use percentage.

Did you purchase any gasoline, diesel, or special fuels for off-road business use?(Required)

Yes

Did you buy or sell any stocks, bonds, or other investments during the year?(Required)

Yes

Did you sell a principal residence during the year?(Required)

Yes

Did you have a principal residence or a piece of real property foreclosed on during the year?(Required)

Yes

Did you abandon a principal residence or a piece of real property during the year?(Required)

Yes

Did you refinance your principal home or second home or take out a home equity loan during the year?(Required)

Yes

Did you receive any principal or interest during this year from property sold in prior years?(Required)

Yes

Did you rent out your home or use it for business?(Required)

Yes

Did you sell, exchange, or purchase any real estate during the year?(Required)

Yes

Did you acquire a new or additional interest in a partnership or S corporation?(Required)

Yes

Did you have any debts canceled or forgiven this year?(Required)

Yes

Does anyone owe you money that has become uncollectible?(Required)

Yes

Did you purchase a new or previously owned clean vehicle (electric vehicle, plug-in hybrid, fuel-cell vehicle, qualified commercial clean vehicle) during the year?(Required)

If "Yes," provide the report the dealer or seller is required to provide to you and the vehicle identification number (VIN).

Yes

Provide the report the dealer or seller is required to provide to you and the vehicle identification number (VIN).

Did you receive income or incur expenses associated with a fantasy sports league?(Required)

If "Yes," provide documentation.

Yes

Did you receive income or incur expenses associated with car sharing (e.g., Lyft or Uber)?(Required)

If "Yes," provide Form 1099-MISC, Form 1099-NEC, or Form 1099-K.

Yes

Did you receive income or incur expenses associated with freelancing (e.g., Upwork or TaskRabbit)?(Required)

If "Yes," attach Form 1099-K or Form W-2.

Yes

Did you receive income or incur expenses associated with fashion sharing (e.g., Poshmark or thredUP)?(Required)

If "Yes," provide documentation.

Yes

Did you receive income or incur expenses associated with crowdfunding (e.g., Kickstarter or lndiegogo)?(Required)

If "Yes," attach Form 1099-K.

Yes

Did you receive income or incur expenses associated with a short-term rental (e.g., Airbnb, VRBO or HomeAway)?(Required)

If "Yes," provide documentation.

Yes

Did you receive income or incur expenses as an independent contractor (e.g., Shipt, lnstacart, DoorDash)?(Required)

If "Yes," provide documentation.

Yes

Did you receive any other income you have not provided information for with this organizer?(Required)

If "Yes," explain

Yes

Other income explanation

Itemized Deductions

Did you pay out-of-pocket medical or dental expenses (premiums, prescriptions, mileage, etc.) during the year?(Required)

Yes

Did you pay any long-term care premiums for yourself, your spouse, or a dependent during the year?(Required)

Yes

Did you receive any state or local income tax refunds from prior years?(Required)

Yes

Did you make any major purchases (vehicle, boat, etc.) during the year?(Required)

Yes

Did you pay any real estate property taxes or personal taxes during the year?(Required)

Yes

Did you pay mortgage interest during the year?(Required)

Yes

Did you make cash donations to charity during the year?(Required)

If "Yes", provide charitable donation receipt.

Yes

Did you make noncash donations to charity (clothes, furniture, etc.) during the year?(Required)

If "Yes", provide donation receipt with list of items donated.

Yes

Did you donate a boat or vehicle during the year?(Required)

If "Yes," attach Form 1098-C.

Yes

Did you have gambling winnings or losses during the year?(Required)

If "Yes", provide form W-2G and loss substantiation.

Yes

Did you have any job-related expenses that were not reimbursed by your employer (uniforms, safety equipment, etc.)?(Required)

Yes

Did you use your vehicle on the job other than for commuting to work?(Required)

Yes

Did you work out of town at any time during the year?(Required)

Yes

Retirement Information

Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401 (k), or other qualified retirement plan during the year?(Required)

Yes

Did you make any withdrawals or receive distributions from a pension or profit-sharing plan, IRA, Roth, Keogh, SIMPLE, SEP, 401 (k), or other qualified retirement plan during the year?(Required)

Yes

Did you make a Qualified Charitable Distribution (QCD) from your IRA during the year?(Required)

Yes

Did you execute any rollovers from an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan during the year?(Required)

Yes

Did you receive any Social Security benefits during the year?(Required)

Yes

Education Information

Did you pay tuition expenses that were required for attending college, university, or vocational school for yourself, your spouse, or a dependent during the year (even if classes were attended in another year)?(Required)

If "Yes", provide form 1098-T and any school related receipts.

Yes

Did anyone in your household attend a post-secondary school during the year?(Required)

Yes

Did you make a contribution to or receive a distribution from an Education Savings Account or Qualified Tuition Program during the year?(Required)

If "Yes", provide form 1099-Q and any school related receipts.

Yes

Did you pay student loan interest for yourself, your spouse, or your dependents during the year?(Required)

If "Yes," provide the amount of interest that was refunded.

Yes

Amount of interest that was refunded

Did you receive forgiveness on a qualifying federal student loan?(Required)

Yes

Foreign Assets

Did you have a financial interest in or signature authority over a financial account or asset located in a foreign country?(Required)

Yes

Did you receive a distribution from, or were you a grantor of, or transferor to, a foreign trust?(Required)

Yes

Did the aggregate value of your foreign accounts exceed $10,000 at any time during the year?(Required)

Yes

Did you have any income from, or pay taxes to, a foreign country?(Required)

Yes

Did you receive a Schedule K-3 from a partnership or S corporation?(Required)

Yes

Did you have ownership in a foreign corporation at any time during the year?(Required)

Yes

Did you own property in a foreign country?(Required)

Yes

Refund, Withholding, and Estimated Tax Information

If you have an overpayment of 2025 taxes, do you want the refund applied to your 2026 estimated taxes?(Required)

Yes

Did you make any estimated payments toward your 2025 taxes?(Required)

Yes

Did you apply an overpayment of your 2024 taxes to your 2025 estimated taxes?(Required)

Yes

Do you want to have any refund due directly deposited?(Required)

If "Yes," provide a canceled checking or savings slip.

Yes

Do you want to have any balance due directly withdrawn?(Required)

If "Yes," provide a canceled checking or savings slip.

Yes

Do you anticipate your income or withholdings to be different for 2026?(Required)

Yes

One Big Beautiful Bill Implications

Did you receive qualified tips reported on Form W-2 or a statement provided by your employer?(Required)

If "Yes," provide final two paystubs for the year ending 12/31.

Yes

Did you receive overtime pay reported on Form W-2 or a statement provided by your employer?(Required)

If "Yes," provide final two paystubs for the year ending 12/31.

Yes

Did you purchase and finance a new passenger vehicle for personal use during 2025?(Required)

If "Yes," please answer the next 4 questions.

Yes

1. Is it true that the final assembly was in the U.S.?

Yes

2. Is the gross vehicle weight under 14,000 pounds?

Yes

3. Is it true that the vehicle was not purchased with a lease?

Yes

4. Is it true that the vehicle was used to secure the loan?

Yes

If you have a dependent born during 2025, do you want to establish a Trump Account?(Required)

Yes

If "Yes", do you want to receive a $1,000 pilot program contribution?(Required)

Yes

Miscellaneous Information

Did you receive, sell, exchange, gift, or otherwise dispose of any digital asset or financial interest in any digital asset?(Required)

If "Yes", provide any Forms 1099-DA received.

Yes

Did you incur a gain or loss due to damaged or stolen property, while living in a federally declared disaster area?(Required)

If "Yes," provide the incident date, value of the property, amount of insurance reimbursements, and the declaration number assigned by FEMA.

Yes

Provide the incident date, value of the property, amount of insurance reimbursements, and the declaration number assigned by FEMA

Did you pay wages to any household employees (babysitter, nanny, housekeeper, etc.)?(Required)

Yes

Did you make gifts to any one person in excess of $19,000 during the year?(Required)

Yes

If "Yes," are you splitting the gift with your spouse?(Required)

Yes

Did you incur moving expenses with the military during the year?(Required)

Yes

Did you make any energy-efficient improvements to your main home during the year?(Required)

If "Yes", provide receipts and proof energy efficiency.

Yes

Are you a business owner who paid health insurance premiums for your employees during the year?(Required)

Yes

Did you receive a cash payment or digital asset of more than $10,000 in one transaction or two or more related transactions during the year?(Required)

Yes

If "Yes," was Form 8300, Report of Cash Payment over $10,000 Received in Trade or Business, filed?(Required)

Yes

Do you own interest or shares in or did you dispose of a Qualified Opportunity Fund during the year?(Required)

Yes

Did you make any purchases subject to use tax during the year?(Required)

If "Yes," provide details.

Yes

Details of purchases subject to use tax during the year - details

Did you receive any notices from the IRS or state taxing authority?(Required)

If "Yes," explain

Yes

Notices from the IRS or state taxing authority - explanation

May the IRS discuss your tax return with your preparer?(Required)

Yes