John Sample & Jane SampleClient 000123 · Form 1040

2025

PreparationChanges RequestedCalculationPartialRevision68ReviewerDavid Ross

AdjustmentsIncome adjustments

Opening return topic…Loading current persisted data and permissions.

John Sample & Jane Sample · 2025Revision 68Certification not current

ADVANCED FEDERAL WORKFLOW · 2025

Credits, adjustments, payments & form controls

Guided fields and schema-validated detail editors feed the same persisted facts used by calculation, JSON round trips and draft forms.

Form 1095-A and Form 8962

Reconcile monthly marketplace premiums, SLCSP amounts, advance credits, household MAGI, and reviewed statutory exceptions.

Marketplace coverage appliesHousehold sizeOther household modified AGIFederal poverty lineStateHousehold members reconciledShared policies reviewedBelow-poverty exceptionBelow-poverty exception reviewedMFS exceptionMFS exception reviewedMarriage alternative appliesMarriage alternative reviewedMarriage month

Available record identifiers

People: Jane Sample (spouse)=50000000-0000-4000-8000-000000000002; John Sample (taxpayer)=50000000-0000-4000-8000-0000000000011095-A: none1099-B: none1099-R: noneSource documents: Synthetic intake W-2 63d01187-e7e8-427d-931d-a6f8b98cfc5a.pdf=9a596c57-03d6-43bc-8dda-32dc47bf3251; Synthetic W-2.pdf=24989ca4-ca78-4f13-a41b-290669c9b1d7; Corrected 1099-INT.pdf=7e5cabfc-1dc5-4e4c-a787-175bf29b7cf3; Synthetic intake W-2 67ad737a-82ec-4ecf-9dc7-56acf8351dc2.pdf=7820eda6-a6ff-470b-b1d5-9f1d4c2619f9; Synthetic W-2.pdf=ecc85915-fbf4-4466-9759-563cf96fc5f2; Corrected 1099-INT.pdf=f273ad60-154a-43e6-8a88-f9741a41aa83; Synthetic intake W-2 ed7d6e8b-1a1b-4e77-b084-bafb6b11931b.pdf=41f61d4e-fd20-47fd-9590-a504559d8dd1; Synthetic W-2.pdf=a42be397-62a9-493e-8945-8a78ee24972c; Corrected 1099-INT.pdf=543525bc-feee-47fc-8084-cdec37bb2c86; Corrected 1099-INT.pdf=68501945-024c-4d6d-a818-0e2878d39fba; Synthetic intake W-2 5baf6d8d-15f3-43f7-8334-2dc9ed4bc1af.pdf=ce3a33af-b5ea-42db-89d9-20dfa1015d48; Synthetic W-2.pdf=c6e5d743-f0c9-44d8-895c-bf482ef878fa; duplicate.pdf=3d11fb77-2efc-4d69-92ea-2e0947ab95c7; Corrected 1099-INT.pdf=98443567-87a7-4272-a2e3-ba0693fc6ba1; Synthetic intake W-2 e1739212-5dc3-4dce-b934-5668940a91b0.pdf=b9bd23f8-1b50-4856-9b5a-dea177dddfa1

Household-member MAGI ledgerAdd each household member with a stable id, optional personId, modifiedAgi, tax-family inclusion and review status.

Alternative marriage-year householdsFor taxpayer and spouse enter pre-marriage family size, modified AGI and federal poverty line.

Marketplace policies and monthly columnsUse one object per policy. Each month requires month, enrollmentPremium, slcspPremium and advancePtc. Percentage values use 100.00 for full allocation.