Every answer and document disposition is versioned. Unknown never means no.
28Answered
0Unknown
5 / 10Expected documents received
Completeness is not attested for this revision.
Required screening
Evidence is stored with each answer revision.
identity
Was the taxpayer a full-year U.S. resident?Supported filing profile · Yes is supported
Can another person claim the taxpayer as a dependent?Dependent standard-deduction worksheet · Yes is supported
Was the taxpayer or eligible spouse age 65 or older or blind at year end?Additional standard deduction · Yes is supported
Does any special filing election or nonstandard filing-status treatment apply?Special filing election · Yes blocks supported calculation
income
Were there capital transactions reported on Form 1099-B?Form 8949 / Schedule D · Yes is supported
Was any retirement, pension, annuity, or IRA income received?Retirement income · Yes is supported
Were Social Security or tier-1 railroad retirement benefits received?Social Security Benefits Worksheet · Yes is supported
Was unemployment compensation received?Schedule 1 income · Yes is supported
Was there rental, farm, or royalty income reported through a supported Schedule E or F activity?Schedule E/F rental, royalty, or farm activity · Yes is supported
Was there partnership, S corporation, estate, trust, or REMIC income reported on a Schedule K-1 or Schedule Q?Schedule E Parts II through IV pass-through treatment · Yes blocks supported calculation
Was foreign income received or were foreign financial accounts held?Foreign reporting assessment · Yes blocks supported calculation
Was any other taxable receipt received that is not represented by attached source forms?Other income assessment · Yes blocks supported calculation
deductions
Could itemized deductions exceed the standard deduction, or must this MFS return itemize?Schedule A · Yes is supported
Aside from dependent credits, EITC, child/dependent care, and education credits, could an energy, foreign tax, adoption, retirement-savings, or another credit apply?Other credit eligibility · Yes blocks supported calculation
Should the Earned Income Tax Credit eligibility interview be completed?EITC / Schedule EIC interview · Yes is supported
Were work-related child or dependent care expenses paid?Form 2441 child and dependent care credit · Yes is supported
Were qualified higher-education expenses paid for the taxpayer, spouse, or a dependent?Form 8863 education credits · Yes is supported
Was Marketplace health insurance coverage reported on Form 1095-A?Premium tax credit reconciliation · Yes is supported
Could qualified tips, overtime, vehicle-loan interest, or the senior deduction apply?2025 Schedule 1-A · Yes blocks supported calculation
business
Did any business have inventory, assets, employees, vehicle, home office, loss, or carryover?Complex Schedule C · Yes blocks supported calculation
Are all business receipts, including amounts without a 1099, included?Gross receipts completeness · Yes is supported
payments
Were estimated, extension, or prior-year credit-elect payments made?Non-withholding payments · Yes is supported
taxes
Could alternative minimum tax apply based on preference items or prior-year information?Form 6251 · Yes is supported
Could net investment income tax apply?Form 8960 · Yes blocks supported calculation
Did the taxpayer have a financial interest in or signature authority over a foreign financial account?Schedule B Part III · Yes blocks supported calculation
Did the taxpayer receive a distribution from, grant property to, or transfer property to a foreign trust?Schedule B / Form 3520 assessment · Yes blocks supported calculation
Does another Schedule B Part III filing condition apply?Schedule B special condition · Yes blocks supported calculation