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
| Severity | Code / issue | Source | Owner | Assignee | Status | Action |
|---|---|---|---|---|---|---|
| blocking | Investment sales answer is unknownINTAKE_INVESTMENT_SALES_UNKNOWN The income inventory cannot rule out Form 8949 and Schedule D. | Intake | Return | Unassigned | Open | |
| blocking | Rental 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 #1 | TP | Unassigned | Open | |
| warning | W-2 Box 14 item needs classificationW2_BOX14_UNCLASSIFIED UT SDI was preserved from Harbor & Pine Studio and has no selected disposition. | W-2 #2 | Return | Maya Chen | Open |