2025 ProSeries Tax Organizer with OBBA Questions to be Updated
The 2025 Pro Series Tax Organizer does not Currently include Questions with One Big Beautiful Bill implications. Example: 1) Did you receive qualified Tips reported on Form W-2 or a statement provided by your Employer? 2) Did you receive Overtime Pay reported on Form W-2 or a statement provided by your Employer? 3)If you have a dependent born during 2025, do you want to establish a Trump Account? If yes , do you want to receive a $1,000 program contribution? 4) Did you sell, exchange, Gift or otherwise dispose of any digital assets? If Yes, provide any 1099-DA
Did you purchase a new passenger vehicle for personal use?
- Yes or No. The Final Assembly in the U.S.?
- Yes or No. Gross Vehicle Weight is under 14,000 pounds?
- Yes or No. The Vehicle was not Purchase with a lease?
- Yes or No. The Vehicle was used to secure the Loan?
I was told by a ProSeries Agent (1/7/2026) that they are working on a updated Tax Organizer. Is this True? My clients are calling me about receiving the Tax Organizer but I am not sure if this is the final version. I attended a Tax Seminar on1/5/2026 and in our handout material with the Drake Tax Organizer including this information. It would be nice if we received an alert that the update is is in the process and estimated time of completion. Please keep us informed.
