John & Jane Sample · 2025In Preparation2 blockers

CLIENT 000123 · TAX YEAR 2025

Review & diagnostics

Machine findings and human review points for revision 28.
14Source documents
18Source records
2Blocking errors
5Warnings
2Unmapped amounts
4Open points

Current findings

Filters: Open · All owners · All categories

SeverityCode / issueSourceOwnerAssigneeStatusAction
blockingInvestment sales answer is unknownINTAKE_INVESTMENT_SALES_UNKNOWN

The income inventory cannot rule out Form 8949 and Schedule D.

IntakeReturnUnassignedOpen
blockingRental income maps to unsupported Schedule EMISC_RENT_MAPPING_ONLY

$12,000.00 is preserved and mapped, but Phase 1 cannot calculate this treatment.

1099-MISC #1TPUnassignedOpen
warningW-2 Box 14 item needs classificationW2_BOX14_UNCLASSIFIED

UT SDI was preserved from Harbor & Pine Studio and has no selected disposition.

W-2 #2ReturnMaya ChenOpen
Reviewed Draft is unavailable2 blocking diagnostics, incomplete intake, and a stale partial calculation must be resolved on the same return revision.