Tessa Marchetti

1040 · Tax year 2025·Due Aug 10, 2026 (in 18d)· 8 documents
Source documents
  1. Intake
  2. Docs pending
  3. Extraction review
  4. Preparation
  5. Manager review
  6. Client signature
  7. Filed
8 to review 0 verified
8 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·Read Box 1 from the Kite & Compass Retail W-2.
Line 2bTaxable interest
AI extracted·Added Box 1 from 1 1099-INT.
Line 3aQualified dividends
AI extracted·Read Box 1b from 1 1099-DIV.
Line 3bOrdinary dividends
AI extracted·Read Box 1a from 1 1099-DIV.
Line 7Capital gain or (loss)
AI extracted·Netted broker proceeds against cost basis.

Adjustments

Above-the-line reductions to gross income.
Line 21Student loan interest deduction
AI extracted·Read Box 1 from the 1098-E.

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 1 W-2.
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.
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