Tax preparation worksheet printable 2025

1. Click ‘Get Form’ to open the tax preparation worksheet in the editor.
2. Begin by filling out the Taxpayer Identification section. Enter your name, address, phone number, and Social Security Number (SSN) or Taxpayer Identification Number (TIN). Ensure you have valid picture identification ready for verification.
3. Next, move to the Taxpayer Marital Status section. Answer questions regarding your marital status as of December 31st of the tax year and whether anyone can claim you as a dependent.
4. In the Dependents section, list all individuals who lived with you during the tax year. Provide their names, birth dates, SSNs or TINs, relationships to you, and details about support provided.
5. Proceed to the Taxpayer's Income section. Indicate how many jobs you had and confirm if you have W-2 forms or other proof of income available.
6. Complete the Taxpayer's Expenses section by noting any childcare expenses and educational costs incurred during the year.
7. Finally, review all information for accuracy before saving your completed form. Attach this form to your tax return once finished.

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