Bo Yamamoto

1040 · Tax year 2025·Due Oct 19, 2026 (in 88d)· 9 documents
Source documents
  1. Intake
  2. Docs pending
  3. Extraction review
  4. Preparation
  5. Manager review
  6. Client signature
  7. Filed
6 to review 0 verified
6 extracted values are waiting on a person. Nothing files until they are cleared.

Income

Everything reported as received during the year.
Line 1aWages, salaries, tips
Needs decision·Added Box 1 from 3 W-2s.
Line 2bTaxable interest
AI extracted·Added Box 1 from 2 1099-INTs.
Line 32Partnership and S-corp income
Needs decision·Combined ordinary and rental income from 1 K-1.

Adjustments

Above-the-line reductions to gross income.
Line 21Student loan interest deduction
AI extracted·Read Box 1, then capped it at the $2,500 statutory maximum.

Deductions

Standard or itemized, whichever is claimed.
Line 8aHome mortgage interest
AI extracted·Read Box 1 from the mortgage interest statement.
Line 12Standard deduction or itemized deductions
Calculated

Payments

Amounts already paid toward this year's tax.
Line 25aFederal income tax withheld from W-2
AI extracted·Added Box 2 from 3 W-2s.
Line 26Estimated tax payments made
Editable

Summary

Computed totals and the final result.
Line 11Adjusted gross income
Calculated
Part IITaxpayer PIN / e-file authorization
Locked·Locked until the client signs Form 8879. Only the taxpayer can supply this.