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sync brain updates and archive recent notes

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aeroreyna
2026-05-28 10:35:09 -04:00
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areas/finances/2025_taxes_checklist.md
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@@ -12,8 +12,10 @@ This list tracks the documents needed for the 2025 tax filing with the professio
- `Nextcloud/ReynasShared/Taxes/Taxes2025/`
## 📋 Status Overview
- [ ] **Status**: In-Progress
- [x] **Accountant Status**: Submitted via email (2026-03-09)
- [x] **Status**: Switched to TurboTax for alternative filing strategy.
- [x] **Accountant Status**: Withdrawal notice sent to Steve Barnhill on 2026-04-10. TurboTax Online 2025 confirmed (found order confirmation in Nextcloud).
- [x] **Filing Status**: 2025 taxes completed (reported by Adolfo on 2026-05-04).
- [x] **Tracking**: No further tax tracking needed until next tax season.
## 📝 Document Checklist
@@ -21,14 +23,19 @@ This list tracks the documents needed for the 2025 tax filing with the professio
- [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.
- [x] **1099-INT/DIV (Bank Accounts)**:
- [x] `alliant 2025 1099.pdf`
- [x] **HSA Documents**:
- [x] `2025-1099-SA-original.pdf` (Distributions)
- [x] `2025-5498-SA-original.pdf` (Contributions)
### Real Estate
### Real Estate / Business
- [x] **Primary Home (220 Emerald Ave)**: (`220Emerald-1098.pdf`)
- [x] **Rental Home (329 Palm Breezes Dr)**: (`329PalmBTaxes.JPG`, `1098.JPG`)
- [x] **Wells Fargo Business Account (A2EG LLC)**:
- [x] Year-end statement (`123125 WellsFargo.pdf`)
- [x] Partial history (Aug–Dec 2025 in `A2EG Bank/` folder)
- [x] **A2EG LLC (Business)**:
- [x] **Business Tax Return**: Completed (`TaxReturnA2EG2025.pdf`)
- [x] **K-1s**: Ready (`Adolfo E Reyna Orta_K-1.pdf`, `Alicia N Reyna_K-1.pdf`)
- [x] **Banking**: Year-end statement and history confirmed.
### Deductions & Credits
- [x] **EMI Donations**:
@@ -41,7 +48,7 @@ This list tracks the documents needed for the 2025 tax filing with the professio
### Other
- [x] **1099-G**: (`1099-G.JPG`) - Typically for state refunds or unemployment.
- [ ] **Donations**: Send donations to San Luis (Pending).
- [x] **Donations**: Send donations to San Luis (Completed March 26).
## 💡 Notes for Accountant
- First time using a professional accountant.