Smith Family – 2024 1040
FAM-2024-001•Filed•
Step 0/6: Client Summary
0%
Return dueApr 15, 2025
Risk LevelMedium
AI Impact
60% automation•1.5h saved
Issues
5 openView
At a Glance
Intake completed
Next action:No pending actions
Financial Overview (2025 vs 2024)
Total Income
$245,00012%
W-2 Wages$210,000
Interest / Dividends$15,000
Capital Gains
$15,000Check for wash sales
Deductions & Credits
$42,5005%
Standard Deduction$29,200
Child Tax Credit$4,000
Mortgage Interest$9,800
Potential Tax Benefits
1 likely
Filter:
7 not triggered
Filing Information
Filing Status
Married Filing Jointly
Dependents
2 Children
Residency
US Resident (CA)
AMT Status
Not Applicable
Documents Snapshot
Missing:2
Provided:1
Needs Review:1
Top Missing Items
1099-INT (Chase)K-1 (Partnership)
Recent Activity
10 min agoDocument analysis completed for W-2
15 min agoCompared income with 2024 return
20 min agoFlagged missing 1099-INT from Chase
No critical issues found so far. See full details in Activity tab.