aeroreyna
2.3 KiB
2.3 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: Switched to TurboTax for alternative filing strategy.
- Accountant Status: Withdrawal notice sent to Steve Barnhill on 2026-04-10. TurboTax Online 2025 confirmed (found order confirmation in Nextcloud).
- Filing Status: 2025 taxes completed (reported by Adolfo on 2026-05-04).
- Tracking: No further tax tracking needed until next tax season.
📝 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):
alliant 2025 1099.pdf
- HSA Documents:
2025-1099-SA-original.pdf(Distributions)2025-5498-SA-original.pdf(Contributions)
Real Estate / Business
- Primary Home (220 Emerald Ave): (
220Emerald-1098.pdf) - Rental Home (329 Palm Breezes Dr): (
329PalmBTaxes.JPG,1098.JPG) - A2EG LLC (Business):
- Business Tax Return: Completed (
TaxReturnA2EG2025.pdf) - K-1s: Ready (
Adolfo E Reyna Orta_K-1.pdf,Alicia N Reyna_K-1.pdf) - Banking: Year-end statement and history confirmed.
- Business Tax Return: Completed (
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.
- 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 (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.