Guided fields and schema-validated detail editors feed the same persisted facts used by calculation, JSON round trips and draft forms.
Schedule 1, Form 6251 and Form 8889
Every deduction and AMT preference is independently enabled, reviewed and limited by the 2025 calculation package.
Educator expenses
Traditional IRA deduction
Nondeductible IRA basis · Form 8606
Owner-specific IRA basis ledgersFor taxpayer and spouse, enable the ledger and enter prior basis, current nondeductible contributions, distributions, conversions, year-end value, outstanding rollovers, recharacterizations, and review/reconciliation flags.
Retirement distributions · Form 1099-R / Form 5329
Source-linked retirement treatmentsEach row links sourceRecordId and selects normal, early distribution, rollover, QCD, disability, death, Roth, inherited, or simplified annuity treatment with reviewed amounts.
Source-linked capital treatmentsLink each adjusted or special-rate Form 1099-B record; classify regular, collectible, unrecaptured Section 1250, or Section 1202 treatment and confirm adjustment review.
Source-linked QBI tradesEach trade links an optional activityId and captures SSTB status, W-2 wages, UBIA, signed qualified-income adjustment, patron reduction, aggregation group and classification review.