2025 Tax Organizer — MPN Tax Professionals

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Client Information

Please review and complete your personal information for the 2025 tax year. All fields with information from last year are pre-labeled — update anything that has changed.

⚠ If any preprinted information on your paper organizer is incorrect, please provide the corrected information here. Also confirm your Social Security numbers are accurate — errors delay processing.

TaxpayerPrimary Filer

First Name & Initial

Last Name

Social Security Number

Date of Birth

Occupation

Filing Status

Mobile Phone

Home Phone

Email Address

Street Address

City

State

ZIP Code

Driver's License No.

DL Expiration Date

IRS Identity Theft PIN (if applicable)

Spouse / Co-Filer + Add Spouse Info

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Dependents

List all dependents you will claim for 2025. If a dependent is no longer eligible, do not include them. Add new dependents as needed.

No Dependents This Year?

I do not have any dependents to claim for 2025.

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Miscellaneous Questions

Please answer every question below. These help us identify important items for your return. Click YES or NO for each — some questions will reveal a note with more guidance.

Personal Information

Did your marital status change during 2025?

Did your address change during 2025?

Could you be claimed as a dependent on another person's tax return in 2025?

Did your bank account information change within the last twelve months? This affects where we send your refund via direct deposit.

Income & Employment

Did you receive any overtime pay in 2025?

Did you receive unreported tip income of $20 or more in any month?

Did you receive any disability income in 2025?

Did you have any foreign income or pay any foreign taxes?

Did you receive a Form 1095-A (Health Insurance Marketplace Statement)? If yes, upload a copy to your SmartVault account.

Cryptocurrency & InvestmentsImportant

At any time during 2025, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency (Bitcoin, Ethereum, NFTs, etc.)?

The IRS requires reporting of all crypto transactions. Please provide records of all purchases, sales, exchanges, and receipts of cryptocurrency. If you used a platform like Coinbase or Kraken, download your annual tax report in PDF format.

In 2025, did you buy or sell any stocks, bonds, or other investment property? Include Form 1099-B and all pages of any year-end composite tax summary statement.

Did you acquire an interest in a partnership, S-corporation, trust, or estate? If yes, provide your K-1 forms when received.

Did you have an interest in, or signature authority over, a financial account in a foreign country?

Real Estate & Major Purchases

Did you purchase, sell, or refinance your principal home or second home, or take a home equity loan?

Please provide all closing statements (HUD-1 or CD). For a sale, we also need the original purchase price and improvement records.

Did you start a business, purchase rental property, or acquire business assets?

Did you purchase a new or used vehicle in 2025?

Did you make residential energy-efficient improvements (solar, wind, geothermal, heat pump, etc.)?

You may qualify for the Residential Clean Energy Credit or Energy Efficient Home Improvement Credit. Provide receipts and product specifications.

Did you have any debts cancelled or forgiven in 2025? Cancelled debt is generally taxable income. You should receive Form 1099-C.

Retirement & Education

Did you receive a distribution from a retirement plan (401k, IRA, SEP, SIMPLE, etc.)? Provide Form 1099-R. Early distributions (under age 59½) may be subject to a 10% penalty.

Did you make a contribution to a retirement plan in 2025?

Did you transfer or rollover any amount from one retirement plan to another?

Did you, your spouse, or a dependent incur tuition expenses for college, university, or vocational school? Provide Form 1098-T. You may qualify for education credits.

Miscellaneous

Were you notified or audited by the IRS or a state taxing agency?

Did you or your spouse make any gifts to an individual totaling more than $19,000?

Was your home rented out or used for business during 2025? If so, see Schedule E (Rental Income) section.

Did you engage household employees (nanny, housekeeper, caregiver) in 2025?

Household employees may require you to file Schedule H. Provide their W-2 information and amounts paid.

May the IRS discuss your tax return directly with your tax preparer?

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Income

Enter all income sources for 2025. If a prior-year source no longer applies, leave it blank. Upload all original documents (W-2s, 1099s, etc.) to your SmartVault account.

ℹ Upload documents in PDF format only. Do not use phone camera photos (JPEGs). Use the scanner function to ensure legibility.

W-2 — Wages, Salaries & TipsUpload to SmartVault

Employer Name 2025 Wages (Box 1)

⇧ Be sure to upload the original document to your SmartVault account.

1099-INT — Interest IncomeUpload to SmartVault

Bank / Payer Name Interest Received

⇧ Be sure to upload the original document to your SmartVault account.

1099-DIV — Dividend IncomeUpload to SmartVault

Brokerage / Payer Name Total Dividends

⇧ Be sure to upload the original document to your SmartVault account.

1099-R — Pensions, IRAs & RetirementUpload to SmartVault

Payer Name Gross Distribution

⇧ Be sure to upload the original document to your SmartVault account.

Social Security — SSA-1099Upload to SmartVault

Taxpayer — SS Benefits Received

Spouse — SS Benefits Received

⇧ Be sure to upload the original document to your SmartVault account.

Other Income

1099-MISC — Miscellaneous Income

1099-K — Merchant/Third-Party Payments

1099-G — State Tax Refund

1099-G — Unemployment Compensation

Gambling Winnings (not on W-2G)

Gambling Losses

Taxpayer Alimony Received

Spouse Alimony Received

Traditional IRA Contributions — Taxpayer

Roth IRA Contributions — Taxpayer

Traditional IRA Contributions — Spouse

Roth IRA Contributions — Spouse

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Itemized Deductions

Your itemized deductions must exceed the standard deduction to provide a tax benefit. We will automatically compare and use whichever is greater.

Medical & Dental Expenses

⚠ Do not send individual receipts — only provide totals per category below. Only amounts exceeding 7.5% of your Adjusted Gross Income are deductible.

Prescription Medicines & Drugs — Total for Year

Doctors, Dentists & Nurses — Total for Year

Hospitals & Nursing Homes — Total for Year

Health Insurance Premiums — Total for Year

Long-Term Care Premiums — Taxpayer

Long-Term Care Premiums — Spouse

Insurance Reimbursement Received

Medical Miles Driven (number of miles)

ℹ Do not include Medicare premiums deducted from your Social Security payment — those are already reflected on Form SSA-1099.

Real Estate & Property TaxesUpload to SmartVault

Real Estate Taxes — Principal Residence

Real Estate Taxes — Investment Property

Vehicle License Fee (California — Line 2 only)

Foreign Income Taxes Paid

⚠ California DMV: Only the License Fee on Line 2 of your renewal notice is deductible. Registration fees, weight fees, special plate fees, and smog fees are NOT tax deductible.

⇧ Be sure to upload the original document to your SmartVault account.

Mortgage Interest & Home ExpensesUpload to SmartVault

Home Mortgage Interest (from Form 1098)

Current Loan Principal Balance

Mortgage Points Paid (not on 1098)

Investment Interest (margin accounts)

ℹ Mortgage interest is deductible only on loan amounts up to $750,000 for acquisition debt or home improvements. If your balance exceeds $750,000, we will need the total principal paid during 2025.

⇧ Be sure to upload the original document to your SmartVault account.

Charitable Contributions

Only donations to 501(c)(3) organizations are deductible. List cash and non-cash contributions separately.

Cash Contributions (check, credit card, cash)

Also include: volunteer mileage miles

Non-Cash Contributions (donated goods, property)

⚠ If non-cash donations total more than $500, we need: organization name & address, date of donation, description of items, fair market value, and original cost. We do not assign fair market value — that is your responsibility.

Child & Dependent Care Credit

Available for children under age 13 or dependents who cannot care for themselves. Do not send individual receipts — provide the year-end summary from your care provider.

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Schedule C — Business Income

Complete one entry per business. If you have multiple businesses or side gigs, click "+ Add Another Business" for each one.

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Schedule D — Capital Gains & Losses

Report sales of stocks, bonds, mutual funds, cryptocurrency, real estate, and other capital assets. Short-term gains (held 1 year or less) are taxed as ordinary income. Long-term gains (held more than 1 year) receive preferential tax rates.

⇧ Upload your complete 1099-B or Consolidated Brokerage Statement (all pages) to your SmartVault account. Do not upload only the summary page — we need all transaction detail pages.

Do You Have Capital Gains or Losses to Report?

Did you sell any stocks, bonds, mutual funds, ETFs, or other securities in 2025?

Short-Term Transactions Held 1 Year or Less

Enter totals from your 1099-B for short-term transactions. If your broker reports covered vs. non-covered transactions separately, enter them on separate rows.

Description Date Acquired Proceeds Cost Basis

Note: If you have many transactions, you may enter the totals from your 1099-B summary page here and upload the full statement to SmartVault.

Long-Term Transactions Held More Than 1 Year

Long-term capital gains are generally taxed at 0%, 15%, or 20% depending on your income.

Description Date Acquired Proceeds Cost Basis

Capital Loss Carryover from Prior Years

Short-Term Loss Carryover

Long-Term Loss Carryover

These amounts are on last year's Schedule D, line 6 and line 14. We will also have them from your 2024 return.

Sale of Primary Residence

Did you sell your primary residence in 2025? You may exclude up to $250,000 ($500,000 if married filing jointly) of gain if you owned and lived in the home for at least 2 of the last 5 years.

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Schedule E — Rental Income & Expenses

Complete one entry per rental property. Provide annual totals only — do not send monthly breakdowns or large spreadsheets. If this is a new property, we will also need the Escrow Closing Statement.

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Estimated Tax Payments

We do not assume estimated tax payments were made. You must confirm each payment below with the actual date paid and amount. If you did not make estimated payments, check the box at the bottom.

⚠ You must confirm the actual dates and amounts paid. We cannot assume these payments were made without your confirmation.

Federal Estimated Tax Payments (IRS)

Payment Date Paid Amount Paid

California State Estimated Tax Payments (FTB)

Payment Date Paid Amount Paid

2024 Overpayment applied to 2025 estimates

2025 Overpayment Preference

If you have an overpayment of 2025 taxes, do you want it applied to your 2026 estimated taxes instead of being refunded?

Do you expect your 2026 income and withholdings to be significantly different from 2025?