Elena Pemberton

1040 · Tax year 2025·Due Oct 9, 2026 (in 78d)· 13 documents
Source documents
  1. Intake
  2. Docs pending
  3. Extraction review
  4. Preparation
  5. Manager review
  6. Client signature
  7. Filed
10 to review 0 verified
10 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·Added Box 1 from 2 W-2s.
Line 2bTaxable interest
Needs decision·Added Box 1 from 1 1099-INTs, but one expected form is not here.
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 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 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 11Gifts to charity by cash or check
AI extracted·Added 3 contribution receipts.
Line 5bState and local real estate taxes
AI extracted·Read the real property tax paid.
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 2 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.
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