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saving brain

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aeroreyna
2026-03-16 11:20:03 -04:00
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areas/finances/2025_taxes_checklist.md
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@@ -13,13 +13,14 @@ This list tracks the documents needed for the 2025 tax filing with the professio
## 📋 Status Overview
- [ ] **Status**: In-Progress
- [ ] **Accountant Status**: Not yet submitted
- [x] **Accountant Status**: Submitted via email (2026-03-09)
## 📝 Document Checklist
### Income
- [x] **W-2 (Adolfo)**: Meta (`W-2_Form_2025_...`)
- [x] **1099-B/DIV (Schwab)**: (`1099 Composite...- 2025_798.PDF`)
- [x] **1099 (Coinbase)**: (`Coinbase 1099.pdf`)
- [x] **1099-INT/DIV (Bank Accounts)**: None for 2025 per Adolfo.
### Real Estate
@@ -35,10 +36,12 @@ This list tracks the documents needed for the 2025 tax filing with the professio
- `2025 EMI Tax statement_ AldolfoR.pdf`
- `2025 EMI Tax statement_ Reyna.pdf`
- [x] **Tax Letter**: `2025 Tax Letter_Adolfo Reyna.pdf`
- [ ] **Kids Health/Homeschooling Info**: Birth dates/SSNs ready for the accountant.
- [x] **Kids Health/Homeschooling Info**: Birth dates/SSNs ready.
- [x] **Action**: Send tax documents to Steve Barnhill (Steve.barnhill@tax.hrblock.com). **Sent March 9, 2026.**
### Other
- [x] **1099-G**: (`1099-G.JPG`) - Typically for state refunds or unemployment.
- [ ] **Donations**: Send donations to San Luis (Pending).
## 💡 Notes for Accountant
- First time using a professional accountant.