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Planning workspace · reviewed October 10, 2026

Download planning worksheets

Use the workspace exports to bring organized assumptions to your next tax appointment. Check the tax year and labels before sharing a document.

2025 standard rules · 2026 form projections

IRA basis tracking template

A reusable blank preparation resource. Add your actual reconciled records.

Form 8606 preparation checklist

A reusable blank preparation resource. Add your actual reconciled records.

Annual IRA balance worksheet

A reusable blank preparation resource. Add your actual reconciled records.

CPA meeting checklist

A reusable blank preparation resource. Add your actual reconciled records.

Reverse rollover questions

A reusable blank preparation resource. Add your actual reconciled records.

Reports with your own results

Open the relevant calculator and enter or explicitly save your scenario. Each tool generates its report from the displayed inputs and results.

Reviewed October 10, 2026. IRS reference. 2026 Form 8606 output is a planning estimate based on the 2025 structure.

What the files are for

A planning worksheet records the inputs and estimates used in your scenario. A checklist helps you gather evidence. Neither file is an IRS form or professional opinion.

Handle exports as private records

Downloaded files can contain sensitive amounts. Store them where you keep your other financial records and review the contents before emailing or uploading them anywhere.

Sources and next steps

Reviewed October 10, 2026. This independent educational website is not affiliated with the IRS. Special transactions need professional review.

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