---
Date: 2026-03-01
Author: JARVIS
Tags: #taxes #checklists #2025 #accountant
---

# 2025 Tax Preparation Checklist

This list tracks the documents needed for the 2025 tax filing with the professional accountant.

## 📁 Document Location
- `Nextcloud/ReynasShared/Taxes/Taxes2025/`

## 📋 Status Overview
- [ ] **Status**: In-Progress
- [ ] **Accountant Status**: Not yet submitted

## 📝 Document Checklist

### Income
- [x] **W-2 (Adolfo)**: Meta (`W-2_Form_2025_...`)
- [x] **1099-B/DIV (Schwab)**: (`1099 Composite...- 2025_798.PDF`)
- [x] **1099-INT/DIV (Bank Accounts)**: None for 2025 per Adolfo.

### Real Estate
- [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)

### Deductions & Credits
- [x] **EMI Donations**:
  - `2025 EMI Tax statement_ AdolforA.pdf`
  - `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.

### Other
- [x] **1099-G**: (`1099-G.JPG`) - Typically for state refunds or unemployment.

## 💡 Notes for Accountant
- First time using a professional accountant.
- Rental property managed via A2EG LLC.
- Need to discuss deductibility of Kenya missionary trip planning expenses.

---
[[Finances]] | [[Index]]