2025 TAX RETURN CHECKLIST
John W. Trinkwald III, CPA — Tax & Financial Services
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example@example.com
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INCOME DOCUMENTS
Form W‑2 — Wages & salaries
Form 1099‑R — Pensions & IRA distributions
Form 1099‑SSA — Social Security benefits
Forms 1099‑INT & 1099‑DIV — Interest & dividends
Tax‑exempt interest & dividends
State refund received OR state tax paid (prior year)
Alimony received
Form 1099‑NEC — Non‑employee compensation
Business income & expenses (incl. 1099‑K)
Form 1099‑B — Sales of stocks, mutual funds, bonds
Rent & royalty income
K‑1s — Partnerships, trusts, estates, S‑corps
Form 1099‑G — State refund or unemployment
Gambling winnings
Crypto/digital asset statements
Form 1099‑DA — NEW for 2025 (digital asset reporting)
Other income (jury duty, sick pay, disability, debt forgiveness)
ADJUSTMENTS, DEDUCTIONS & CREDITS
IRA, Keogh, SEP contributions
Alimony paid (include ex‑spouse info)
Medical & dental expenses
Health insurance information
Long‑term care premiums
Real estate taxes (all properties)
Sales tax on large purchases
Mortgage interest (Form 1098), points, PMI
HUD‑1 closing statement
Cash charitable contributions
Non‑cash charitable contributions
Non‑reimbursed business expenses
Misc. expenses (tax prep, union dues, safe deposit box)
Gambling losses
Childcare expenses (provider info)
Tuition & higher education expenses
401(k) & IRA year‑end statements
Solar/EV credit documentation
2025 OBBBA UPDATES
Tip income — no federal tax
Overtime pay deduction
Senior bonus standard deduction
SALT deduction expanded to $40,000 (joint filers)
U.S.-assembled vehicle documentation (required for 2025 credits)
OTHER REQUIRED DOCUMENTS
Prior year tax returns (1–2 years max, if new client)
Copy of driver’s license
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