John & Jane Sample · 2025In Preparation2 blockers
CLIENT 000123 · TAX YEAR 2025
Intake & completeness
Every required answer is versioned. Unknown never means no.3Answered
25Unknown
14 / 17Expected documents received
Completion remains blocked until all required answers and expected-document evidence are resolved.
Required screening
Phase 1 eligibility and dependency questions
identity
Was the taxpayer a full-year U.S. resident?Supported filing profile · Supported when confirmed
Can another person claim the taxpayer as a dependent?Dependent standard-deduction worksheet · Supported when confirmed
Was the taxpayer or eligible spouse age 65 or older or blind at year end?Additional standard deduction · Supported when confirmed
Does any special filing election or nonstandard filing-status treatment apply?Special filing election · May require unsupported treatment
income
Were there capital transactions reported on Form 1099-B?Form 8949 / Schedule D · Supported when confirmed
Was any retirement, pension, annuity, or IRA income received?Retirement income · Supported when confirmed
Were Social Security or tier-1 railroad retirement benefits received?Social Security Benefits Worksheet · Supported when confirmed
Was unemployment compensation received?Schedule 1 income · Supported when confirmed
Was there rental, farm, or royalty income reported through a supported Schedule E or F activity?Schedule E/F rental, royalty, or farm activity · Supported when confirmed
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 · May require unsupported treatment
Was foreign income received or were foreign financial accounts held?Foreign reporting assessment · May require unsupported treatment
Was any other taxable receipt received that is not represented by attached source forms?Other income assessment · May require unsupported treatment
deductions
Could itemized deductions exceed the standard deduction, or must this MFS return itemize?Schedule A · Supported when confirmed
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 · May require unsupported treatment
Should the Earned Income Tax Credit eligibility interview be completed?EITC / Schedule EIC interview · Supported when confirmed
Were work-related child or dependent care expenses paid?Form 2441 child and dependent care credit · Supported when confirmed
Were qualified higher-education expenses paid for the taxpayer, spouse, or a dependent?Form 8863 education credits · Supported when confirmed
Was Marketplace health insurance coverage reported on Form 1095-A?Premium tax credit reconciliation · Supported when confirmed
Could qualified tips, overtime, vehicle-loan interest, or the senior deduction apply?2025 Schedule 1-A · May require unsupported treatment
business
Did any business have inventory, assets, employees, vehicle, home office, loss, or carryover?Complex Schedule C · May require unsupported treatment
Are all business receipts, including amounts without a 1099, included?Gross receipts completeness · Supported when confirmed
payments
Were estimated, extension, or prior-year credit-elect payments made?Non-withholding payments · Supported when confirmed
taxes
Could alternative minimum tax apply based on preference items or prior-year information?Form 6251 · Supported when confirmed
Could net investment income tax apply?Form 8960 · May require unsupported treatment
Could Additional Medicare Tax apply?Form 8959 · May require unsupported treatment
schedule b
Did the taxpayer have a financial interest in or signature authority over a foreign financial account?Schedule B Part III · May require unsupported treatment
Did the taxpayer receive a distribution from, grant property to, or transfer property to a foreign trust?Schedule B / Form 3520 assessment · May require unsupported treatment
Does another Schedule B Part III filing condition apply?Schedule B special condition · May require unsupported treatment