John W. Trinkwald III, CPA — Tax & Financial Services
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Form W‑2 — Wages & salariesForm 1099‑R — Pensions & IRA distributionsForm 1099‑SSA — Social Security benefitsForms 1099‑INT & 1099‑DIV — Interest & dividendsTax‑exempt interest & dividendsState refund received OR state tax paid (prior year)Alimony receivedForm 1099‑NEC — Non‑employee compensationBusiness income & expenses (incl. 1099‑K)Form 1099‑B — Sales of stocks, mutual funds, bondsRent & royalty incomeK‑1s — Partnerships, trusts, estates, S‑corpsForm 1099‑G — State refund or unemploymentGambling winningsCrypto/digital asset statementsForm 1099‑DA — NEW for 2025 (digital asset reporting)Other income (jury duty, sick pay, disability, debt forgiveness)
IRA, Keogh, SEP contributionsAlimony paid (include ex‑spouse info)Medical & dental expensesHealth insurance informationLong‑term care premiumsReal estate taxes (all properties)Sales tax on large purchasesMortgage interest (Form 1098), points, PMIHUD‑1 closing statementCash charitable contributionsNon‑cash charitable contributionsNon‑reimbursed business expensesMisc. expenses (tax prep, union dues, safe deposit box)Gambling lossesChildcare expenses (provider info)Tuition & higher education expenses401(k) & IRA year‑end statementsSolar/EV credit documentation
Tip income — no federal taxOvertime pay deductionSenior bonus standard deductionSALT deduction expanded to $40,000 (joint filers)U.S.-assembled EV documentation (required for 2025 credits)
100% bonus depreciation (property placed in service after Jan 19, 2025)OBBBA small business expensing updatesDigital asset reporting (Form 1099‑DA)
Prior year tax returns (1–2 years max)
Copy of driver’s license
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