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

### 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)**: 
  - [x] `alliant 2025 1099.pdf`
- [x] **HSA Documents**:
  - [x] `2025-1099-SA-original.pdf` (Distributions)
  - [x] `2025-5498-SA-original.pdf` (Contributions)

### Real Estate / Business
- [x] **Primary Home (220 Emerald Ave)**: (`220Emerald-1098.pdf`)
- [x] **Rental Home (329 Palm Breezes Dr)**: (`329PalmBTaxes.JPG`, `1098.JPG`)
- [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**:
  - `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`
- [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.
- [x] **Donations**: Send donations to San Luis (Completed March 26).

## 💡 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.

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[[Finances]] | [[Index]]