1.5 KiB
1.5 KiB
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: Not yet submitted
📝 Document Checklist
Income
- W-2 (Adolfo): Meta (
W-2_Form_2025_...) - 1099-B/DIV (Schwab): (
1099 Composite...- 2025_798.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)
- Year-end statement (
Deductions & Credits
- EMI Donations:
2025 EMI Tax statement_ AdolforA.pdf2025 EMI Tax statement_ AldolfoR.pdf2025 EMI Tax statement_ Reyna.pdf
- Tax Letter:
2025 Tax Letter_Adolfo Reyna.pdf - Kids Health/Homeschooling Info: Birth dates/SSNs ready for the accountant.
Other
- 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.