Alan Kowalczyk

1040 · Tax year 2025·Due Oct 9, 2026 (in 78d)· 11 documents

9 to review 0 verified

9 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

AI extracted·Read Box 1 from the Trellis Education Group W-2.

Line 2bTaxable interest

AI extracted·Added Box 1 from 2 1099-INTs.

Line 7Capital gain or (loss)

AI extracted·Netted broker proceeds against cost basis.

Line 32Partnership and S-corp income

Needs decision·Combined ordinary and rental income from 1 K-1.

Above-the-line reductions to gross income.

Line 21Student loan interest deduction

AI extracted·Read Box 1 from the 1098-E.

Standard or itemized, whichever is claimed.

Line 8aHome mortgage interest

AI extracted·Read Box 1 from the mortgage interest statement.

Line 11Gifts to charity by cash or check

AI extracted·Added 1 contribution receipt.

Line 5bState and local real estate taxes

AI extracted·Read the real property tax paid.

Line 12Standard deduction or itemized deductions

Calculated

Amounts already paid toward this year's tax.

Line 25aFederal income tax withheld from W-2

AI extracted·Added Box 2 from 1 W-2.

Line 26Estimated tax payments made

Editable

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.

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