Mira Marchetti

1040 · Tax year 2025·Due Jul 4, 2026 (19d overdue)· 11 documents
Source documents
  1. Intake
  2. Docs pending
  3. Extraction review
  4. Preparation
  5. Manager review
  6. Client signature
  7. Filed
7 to review 0 verified
7 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
AI extracted·Added Box 1 from 2 1099-INTs.
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 basis, then applied the $3,000 loss limit.

Deductions

Standard or itemized, whichever is claimed.
Line 11Gifts to charity by cash or check
AI extracted·Added 2 contribution receipts.
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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