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Do You Have Any Sample Tax Returns?
Yes! We have a variety of sample tax returns from sample clients of various backgrounds.
Below, find a listing of 2023, 2024, and 2025 sample returns and a brief description of the sample client.
- Peter & Paula Professor 2025 Sample Return - Working couple with Schedule C and E income and dependent children. (Suggested DOBs: Peter - 3/15/1971; Paula - 10/1/1973)
Tip: Peter & Paula Professor's story and Tax Report breakdown can be found in our Holistiplan Academy articles.
- Robert & Roxanne Retiree 2025 Sample Return - Retired couple with Social Security and Schedule E income. (Suggested DOBs: Robert - 1/12/1952; Roxanne - 6/20/1954)
- Austin & Lila Accumulator 2025 Sample Return - Working couple with three dependent children. (Suggested DOBs: Austin - 9/26/1984; Lila - 3/5/1987)
- Mark and Marjorie Middleton 2025 Sample Return - Working couple with two dependent children. (Suggested DOBs: Mark - 8/16/1979; Marjorie - 2/20/1981)
- Samuel Singletary 2024 Sample Return - Working individual filing head of household with one dependent child. (Suggested DOBs: Samuel - 5/01/1974; Solomon 1/05/2012)
- John & Sally Smith 2023 Sample Return - Retired couple with Social Security and IRA Distributions. (Suggested DOBs: John - 6/13/1950; Sally - 9/25/1951)