FamReynaBrain/areas/finances/2025_taxes_checklist.md

Date, Author, Tags

Date	Author	Tags
2026-03-01	JARVIS

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: Submitted via email (2026-03-09)

📝 Document Checklist

Income

• W-2 (Adolfo): Meta (W-2_Form_2025_...)
• 1099-B/DIV (Schwab): (1099 Composite...- 2025_798.PDF)
• 1099 (Coinbase): (Coinbase 1099.pdf)
• 1099-INT/DIV (Bank Accounts): None for 2025 per Adolfo.

Real Estate

• Primary Home (220 Emerald Ave): (220Emerald-1098.pdf)
• Rental Home (329 Palm Breezes Dr): (329PalmBTaxes.JPG, 1098.JPG)
• Wells Fargo Business Account (A2EG LLC):
  • Year-end statement (123125 WellsFargo.pdf)
  • Partial history (Aug–Dec 2025 in A2EG Bank/ folder)

Deductions & Credits

• EMI Donations:
  • 2025 EMI Tax statement_ AdolforA.pdf
  • 2025 EMI Tax statement_ AldolfoR.pdf
  • 2025 EMI Tax statement_ Reyna.pdf
• Tax Letter: 2025 Tax Letter_Adolfo Reyna.pdf
• Kids Health/Homeschooling Info: Birth dates/SSNs ready.
• Action: Send tax documents to Steve Barnhill (Steve.barnhill@tax.hrblock.com). Sent March 9, 2026.

Other

• 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.
• Rental property managed via A2EG LLC.
• Need to discuss deductibility of Kenya missionary trip planning expenses.

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