TaxmarkMiraflores AI

Version v3, none of our changes applied yetStage Review

Viewing as

Actions are recorded as the role you choose. There is no sign-in in this demo, so pick the person whose view you want.

Story time 23 Jun 2026, 06:05 UTC

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About this workspace

Demo

Taxmark is a web-native workpaper for one household's 2025 return: click any number to see the page and field it came from, the rule that built it, who checked it and what is still open.

74 documents3,012 values read from them3 computed versions627 lines on v329 events in the timeline

Try: open Checks as Daniel, click California estimates, then switch role in “Viewing as” to see what each person may see and do.

The roles · 10

Priya Raman, preparer Marcus Bell, preparer · no sensitive-data clearance Daniel Ortiz, reviewer Helen Strand, partner Sam Adeyemi, quality reviewer · joins 4 Jan 2027 Jo Kimura, firm administrator Ngozi Okafor, client, taxpayer · client view Erik Lindqvist, client, spouse · client view Priya Raman (preparer, next year's return) · joins 15 Jan 2027 IRS examiner · read only, items under examination · joins 20 Jan 2028

Every action is saved as an event in this workspace (/w/gwxn6k5xxe); open the root link again for a clean copy. Anything not in the packet is tagged Example.

Legends

Blockingstops filing
Check failedour check disagrees
Judgmentneeds a recorded decision
Engine warningfrom the engine only
Notea finding for information; nothing to act on
No open checksnothing open on this line
Adjustedchanged in this workspace
Proposedan adjustment waiting for a reviewer to apply it
Swingmoved past the firm’s variance rule from last year
New this yearno amount last year
Signeda sign-off covers this value
Stalethe value changed after it was signed
As filed, lockedaccepted by the agency; later work attaches on top
Examplenot in the packet: an illustration

Pills on Checks

Blockeran open item that stops partner approval: a problem our check found, or a line waiting for the engine to re-run
Opena blocker still open when the return was signed or filed
Checkour check disagrees; it does not stop approval
Judgmentour check needs a recorded decision
Infoour check notes it; nothing to act on
AIthe AI agent flagged this item; a person accepts or dismisses each suggestion
Needs reviewan AI suggestion no one has decided yet (Accepted once someone has)
Engine warningthe engine’s own warning names this item, quoted as it wrote it; not one of our checks
Confident mistakeflagged by our checks, though every value behind it was read at 0.95 or above. The checks were built from the mistakes our external investigation found.
Clearedclosed with a reason, or by an adjustment (Adjusted)
Signed offa sign-off covers this finding

Deadlines on the story clock

15 Apr 2026Federal Form 1040 and California 540NR - original due datePassed 70 days ago

15 Oct 2026Extended due date (federal and California)In 113 days

27 Mar 2026Internal: preparer hand-off to reviewPassed 89 days ago

08 Apr 2026Internal: review completePassed 77 days ago

15 Oct 2026FinCEN 114 (FBAR) automatic extended due date (outside engagement)In 113 days

02 Feb 2026Forms 1099-NEC for 2025 contractor payments (late; outside engagement)Passed 142 days ago

Firm standards

A starting point. Applicants may change, extend or replace these through the firm administrator role.

Rules (7)

“A person may not review or sign off on work they prepared.”Review: sign-off disabled on your own adjustment

“Any adjustment with a tax effect over 1,000 (federal or state) requires partner sign-off.”Review: partner items; approval waits for them

“Every judgment call records the authority relied on.”Drawer: decisions record their authority

“Due diligence must be documented for the child tax credit, credit for other dependents, American opportunity credit, earned income credit and head of household status.”Drawer: due diligence decisions

“Open review notes block filing.”Review: blocking notes stop approval

“Staff without sensitive-data clearance see SSNs, bank and account numbers and IP PINs masked; every unmasked view is logged.”Everywhere: last 4 only; reveals logged on Review, View log

“Records are retained 7 years after filing, then destroyed.”Filing: the as-filed record is locked, not deleted

The 12 required steps

Engagement letter and consents signed
Identity verified
Prior-year return reviewed
All documents accounted for
Prior-year variances explained
Carryovers agreed to prior year
Estimated payments agreed to IRS and FTB records
Due diligence completed
Diagnostics resolved
Reviewer sign-off
Partner sign-off
Client approval and e-file authorization

Verification types

Agreed to source document
Recalculated
Confirmed with client
Agreed to prior year
Agreed to third party record

Review levelsPreparer, Reviewer, Partner

Variance reviewCompare to Prior year; flag when the change is over 10% and over 1,000.

People and clearance

Name	Role	Credential	Sensitive data	Active from	Note
Priya Raman	Preparer		Cleared	01 Aug 2025
Daniel Ortiz	Reviewer	CPA	Cleared	04 Jan 2021
Helen Strand	Partner	CPA	Cleared	01 May 2018
Marcus Bell	Preparer		No clearance	24 Mar 2026	Background check pending; no access to full SSNs or bank numbers.
Jo Kimura	Firm administrator		Cleared	10 Feb 2020
Sam Adeyemi	Quality reviewer	CPA	Cleared	04 Jan 2027 Later
Ngozi Okafor	Client		Own items only
Erik Lindqvist	Client		Own items only

Assignment at the start: Preparer Priya Raman · Reviewer Daniel Ortiz · Partner Helen Strand

Time against budget

Area	Budget (h)	Logged (h)	Left (h)	Status
Intake and engagement	1.5	0	1.5	None logged
Wages and stock compensation	3	0	3	None logged
Investments and digital assets	4	0	4	None logged
Business	3.5	0	3.5	None logged
Rentals and sale	3.5	0	3.5	None logged
Pass throughs and basis	2	0	2	None logged
Deductions and credits	2	0	2	None logged
California	1.5	0	1.5	None logged
Partner review	1	0	1	None logged
Total	22	0	22

Budget from the packet. Logged time is what people record in this workspace; the packet has no time records.

How AI was used

The mistakes our checks catch were found during an AI-assisted review of the packet and are now caught by deterministic checks.

An AI agent investigated the whole packet with the app’s own tools, identifiers masked, and suggested issues with quotes. Its suggestions appear only on the final computed version, after each quote is found on its page, and a person accepts or dismisses each one.

Return overview

Adjusted gross income445,590v3, as computed Federal tax81,962v3, as computed California tax18,874v3, as computed

FederalNot sent

CaliforniaNot sent

ExtensionFiled 14 Apr 2026 with 36,000, estimated from v2

72 shown · 2 arrive later in the story

All 72 Landed 56 Did not land 16 Corroborates only 9 Prior year 2 Not extracted 3 Duplicate 1 Superseded 1

D01 Engagement letter, tax year 2025 (signed)engagement letterMirafloresReceived 12 Jan 2026 · jointCorroborates only0 of 3 values used0 lines D02 Consent to use and disclose tax return informationconsent 7216MirafloresReceived 12 Jan 2026 · jointCorroborates only0 of 1 values used0 lines D03 IRS notice CP01A - Identity Protection PIN (Ngozi Okafor)irs ip pin noticeInternal Revenue ServiceReceived 21 Jan 2026 · taxpayerCorroborates only0 of 1 values used0 lines D04 Driver license - Ngozi Okaforidentity documentTexas DPSReceived 21 Jan 2026 · taxpayerCorroborates only0 of 2 values used0 lines D05 Driver license - Erik Lindqvistidentity documentTexas DPSReceived 21 Jan 2026 · spouseCorroborates only0 of 2 values used0 lines D06 2024 Form 1040 as filed (prepared by Delta River Tax Services)prior year returnDelta River Tax ServicesReceived 21 Jan 2026 · jointPrior year0 of 107 values used0 lines D07 2024 workpaper file from prior preparer (export)prior workpaperDelta River Tax ServicesReceived 21 Jan 2026 · jointNot extractedNot extracted by the pipeline. Narrative workpaper export; its content is reproduced as structured data in prior_years.prior_preparer_workpaper.0 of 0 values used0 lines D08 2025 Form W-2 - Corvane Systems, Inc. (Ngozi Okafor)W-2Corvane Systems, Inc.Received 29 Jan 2026 · taxpayerLandedOn F1040.1a, F8889.9, SchA.5a, F8959.1 and 6 more9 of 19 values used10 lines D09 2025 Form W-2 - Halvorsen Data LLC (Ngozi Okafor)W-2Halvorsen Data LLCReceived 2 Feb 2026 · taxpayerLandedOn F1040.1a, F8889.9, SchA.5a, F2441.12 and 7 more10 of 17 values used11 lines D10 Form W-2 - Halvorsen Data LLC (phone photo)W-2Halvorsen Data LLCReceived 9 Feb 2026 · taxpayerDuplicateDuplicate of D09 (2025 Form W-2 - Halvorsen Data LLC (Ngozi Okafor)): same issuer and the same values; counted once.0 of 17 values used0 lines D11 Corvane stock plan supplemental tax statement 2025stock plan supplementCorvane Systems equity plan administratorReceived 14 Feb 2026 · taxpayerLandedOn F8949.A.N21 of 9 values used1 line D12 Form 3921 - exercise of incentive stock option (Corvane)3921Corvane Systems, Inc.Received 14 Feb 2026 · taxpayerLandedOn F6251.2i4 of 5 values used1 line D13 Form 3922 - ESPP transfer (Corvane)3922Corvane Systems, Inc.Received 14 Feb 2026 · taxpayerPrior year0 of 6 values used0 lines D14 Lindqvist Studio - Profit and Loss, January-December 2025 (QuickBooks, cash basis)books profit lossLindqvist Studio (QuickBooks Online)Received 11 Feb 2026 · spouseLandedOn SchC.1, SchC.8, SchC.11, SchC.15 and 8 more13 of 20 values used12 lines D15 Lindqvist Studio - transaction detail for selected accountsbooks transaction detailLindqvist Studio (QuickBooks Online)Received 11 Feb 2026 · spouseCorroborates only0 of 6 values used0 lines D16 2025 Form 1099-NEC - Fennimore Brewing Co.1099-NECFennimore Brewing Co.Received 3 Feb 2026 · spouseLandedOn SchC.11 of 3 values used1 line D17 2025 Form 1099-NEC - Atlas Outdoor Gear, Inc.1099-NECAtlas Outdoor Gear, Inc.Received 4 Feb 2026 · spouseLandedOn SchC.11 of 3 values used1 line D18 2025 Form 1099-NEC - Sable & Finch Architects LLP1099-NECSable & Finch Architects LLPReceived 5 Feb 2026 · spouseLandedOn SchC.11 of 3 values used1 line D19 2025 Form 1099-NEC - Riverbend Credit Union1099-NECRiverbend Credit UnionReceived 6 Feb 2026 · spouseLandedOn SchC.11 of 3 values used1 line D20 2025 Form 1099-NEC - Quill Media Group LLC1099-NECQuill Media Group LLCReceived 7 Feb 2026 · spouseLandedOn SchC.11 of 3 values used1 line D21 2025 Form 1099-K - Paywell Payments1099-KPaywell Payments, Inc.Received 6 Feb 2026 · spouseLandedOn SchC.11 of 14 values used1 line D22 Invoice - Vantage Imaging Supply (equipment)invoiceVantage Imaging SupplyReceived 11 Feb 2026 · spouseLandedOn F4562-C.12, F4562-C.14, F4562-C.19a4 of 5 values used3 lines D23 Vehicle mileage log 2025 (scanned, 4 pages)mileage logErik Lindqvist (handwritten)Received 18 Feb 2026 · spouseLandedOn SchC.44a, SchC.44b, SchC.44c, SchC.437 of 335 values used4 lines D24 Home office measurements (client note)client noteErik LindqvistReceived 18 Feb 2026 · spouseLandedOn SchC.303 of 3 values used1 line D25 Health insurance premium statement 2025 - Erik Lindqvist (individual plan)insurance statementGolden Poppy Health PlanReceived 11 Feb 2026 · spouseLandedOn Sch1.171 of 1 values used1 line D26 SEP-IRA contribution confirmation (Erik Lindqvist)retirement contributionNorthlake SecuritiesReceived 10 Apr 2026 · spouseLandedOn Sch1.161 of 2 values used1 line D27 Lindqvist Studio - contractor payments report 2025books reportLindqvist Studio (QuickBooks Online)Received 11 Feb 2026 · spouseLandedOn SchC.11, SchC.I2 of 2 values used2 lines D28 Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)1099-compositeNorthlake SecuritiesReceived 15 Feb 2026 · taxpayerLandedOn SchB.1.1, SchB.5.1, F1040.3a, F8949.B.N1 and 5 more29 of 49 values used9 lines D29 2025 Form 1099-INT - Northlake Bank1099-INTNorthlake Bank, N.A.Received 15 Feb 2026 · taxpayerLandedOn SchB.1.21 of 1 values used1 line D30 Meridian Brokerage 2025 consolidated Form 1099 (joint)1099-compositeMeridian BrokerageReceived 16 Feb 2026 · jointSupersededSuperseded from v2 on: Recompute: corrected Meridian Brokerage 1099 received 2026-03-18.0 of 159 values used0 lines D31 Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)1099-compositeMeridian BrokerageReceived 18 Mar 2026 · jointLandedOn SchB.1.3, SchB.5.2, F1040.3a, F8949.D.M1 and 20 more107 of 159 values used24 lines D32 2025 Form 1099-INT - Austin Community Credit Union1099-INTAustin Community Credit UnionReceived 4 Feb 2026 · jointLandedOn SchB.1.41 of 1 values used1 line D33 2025 Form 1099-INT - Sacramento Valley Bank1099-INTSacramento Valley BankReceived 4 Feb 2026 · jointLandedOn SchB.1.51 of 1 values used1 line D34 2025 Form 1099-DA - Coinhaven1099-DACoinhaven Exchange, Inc.Received 17 Feb 2026 · spouseLandedOn F8949.K.C1, F8949.H.C2, F8949.H.C3, F8949.K.C4 and 8 more36 of 49 values used12 lines D35 Coinhaven transaction history export (CSV)transaction exportCoinhaven Exchange, Inc.Received 17 Feb 2026 · spouseLandedOn F8949.K.C1, F8949.H.C2, F8949.H.C3, F8949.K.C4 and 8 more24 of 52 values used12 lines D36 Sparbanken Norrland - 2025 year-end statement (Swedish, SEK)foreign bank statementSparbanken Norrland ABReceived 20 Feb 2026 · spouseLandedOn SchB.1.6, SchB.7a, SchB.7b, F8938.1.max and 1 more4 of 4 values used5 lines D37 2025 Schedule K-1 (Form 1065) - Ridgeline Real Estate Fund III LPK-1-1065Ridgeline Real Estate Fund III LPReceived 22 Jun 2026 · spouseLandedOn SchB.1.8, SchD.12, SchE.28B, Sch3.14 of 7 values used4 lines D38 Ridgeline Real Estate Fund III - 2025 state supplementK-1-state-supplementRidgeline Real Estate Fund III LPReceived 22 Jun 2026 · spouseLandedOn SchCA540NR.17.B, SchCA540NR.17.E1 of 4 values used2 lines D39 2025 Schedule K-1 (Form 1120-S) - Lindqvist Family Woodworks, Inc.K-1-1120SLindqvist Family Woodworks, Inc.Received 1 Mar 2026 · spouseLandedOn SchB.1.7, F7203.3a, F7203.3c, F7203.6 and 3 more7 of 8 values used7 lines D40 2023 Schedule K-1 (Form 1120-S) - Lindqvist Family Woodworks, Inc.K-1-1120SLindqvist Family Woodworks, Inc.Received 5 Jun 2026 · spouseLandedOn F7203.12 of 4 values used1 line D41 2025 Form 1099-R - Northlake Securities IRA (Ngozi Okafor)1099-RNorthlake SecuritiesReceived 15 Feb 2026 · taxpayerLandedOn F8606.8, F1040.4a, SchCA540NR.4.E1 of 4 values used3 lines D42 Form 5498 for 2024 - Northlake Securities IRA (Ngozi Okafor)5498Northlake SecuritiesReceived 15 Feb 2026 · taxpayerLandedOn F8606.21 of 2 values used1 line D43 Form 5498 for 2025 - Northlake Securities IRA (Ngozi Okafor)5498Northlake SecuritiesReceived 29 May 2026 · taxpayerLandedOn F8606.1, F8606.62 of 2 values used2 lines D44 2025 Form 1099-SA - HSA (Ngozi Okafor)1099-SALakeside HSA BankReceived 15 Feb 2026 · taxpayerLandedOn F8889.14a, F8889.152 of 2 values used2 lines D45 2025 Form 5498-SA - HSA (Ngozi Okafor)5498-SALakeside HSA BankReceived 15 Feb 2026 · taxpayerLandedOn F8889.3, F8889.91 of 1 values used2 lines D46 Capitol Keys Property Management - 2025 owner statement (1450 Fremont Way)rental owner statementCapitol Keys Property ManagementReceived 12 Feb 2026 · jointLandedOn SchE.3A, SchE.11A, SchE.14A, SchE.2A5 of 6 values used4 lines D47 Invoice - Delta Breeze Heating & Air (1450 Fremont Way)invoiceDelta Breeze Heating & AirReceived 12 Feb 2026 · jointCorroborates only0 of 2 values used0 lines D48 2025 Form 1098 - Golden Bear Home Loans (1450 Fremont Way)1098Golden Bear Home LoansReceived 4 Feb 2026 · jointLandedOn SchE.12A, SchE.16A2 of 2 values used2 lines D49 Sacramento County secured property tax bills (1450 Fremont Way)property tax billSacramento County Tax CollectorReceived 12 Feb 2026 · jointLandedOn SchE.16A2 of 2 values used1 line D50 Austin condo - rent ledger and HOA statement 2025 (Unit 4C, 1200 Barton Hills Dr)rental ledgerErik Lindqvist (self-managed)Received 12 Feb 2026 · jointLandedOn SchE.3B, SchE.9B, SchE.14B, SchE.19B and 1 more4 of 4 values used5 lines D51 Seller closing statement - 1200 Barton Hills Dr Unit 4C (sale 10/15/2025)closing statement sellerHill Country Title Co.Received 12 Feb 2026 · jointLandedOn SchE.16B, SchE.2B, F4797.20, F4797.21 and 1 more8 of 9 values used5 lines D52 2025 Form 1099-S - Hill Country Title Co.1099-SHill Country Title Co.Received 12 Feb 2026 · jointLandedOn F4797.211 of 1 values used1 line D53 2025 Form 1098 - Hill Country Bank (condo loan, paid off)1098Hill Country BankReceived 4 Feb 2026 · jointLandedOn SchE.12B1 of 1 values used1 line D54 Buyer closing statement - 7709 Barton Ridge Dr (purchase 07/08/2025)closing statement buyerHill Country Title Co.Received 12 Feb 2026 · jointCorroborates only0 of 4 values used0 lines D55 2025 Form 1098 - Lonestar Mortgage (home, July-November)1098Lonestar Mortgage LLCReceived 4 Feb 2026 · jointLandedOn SchA.8a2 of 3 values used1 line D56 Lonestar Mortgage payoff statement (11/20/2025)payoff statementLonestar Mortgage LLCReceived 4 Feb 2026 · jointLandedOn SchA.8a1 of 2 values used1 line D57 2025 Form 1098 - Pecan Federal Savings (home, refinance)1098Pecan Federal SavingsReceived 4 Feb 2026 · jointLandedOn SchA.5b, SchA.8a, SchA.8c4 of 4 values used3 lines D58 Travis County 2025 property tax receipt (7709 Barton Ridge Dr)property tax receiptTravis County Tax OfficeReceived 12 Feb 2026 · jointLandedOn SchA.5b1 of 1 values used1 line D59 2025 Form 1098-T - University of California, Davis (Ada)1098-TUniversity of California, DavisReceived 1 Feb 2026 · dependent, adaLandedOn F8812.6, F8863.273 of 3 values used2 lines D60 Scholarship award letter - Ada Lindqvist-OkaforletterUC Davis Financial AidReceived 1 Feb 2026 · dependent, adaLandedOn F8863.271 of 1 values used1 line D61 Bright Oak Kids Club - 2025 statement (Theo)dependent care statementBright Oak Kids ClubReceived 7 Feb 2026 · dependent, theoLandedOn F2441.1a2 of 2 values used1 line D62 Little Sprouts Learning Center - 2025 statement (Theo)dependent care statementLittle Sprouts Learning CenterReceived 7 Feb 2026 · dependent, theoLandedOn F2441.1b2 of 2 values used1 line D63 Donation receipts (typed) - Sacramento Food Bank, Hill Country Animal Rescuedonation receiptVariousReceived 10 Feb 2026 · jointLandedOn SchA.112 of 2 values used1 line D64 Handwritten donation receipt - St. Brigid Parishdonation receiptSt. Brigid ParishReceived 10 Feb 2026 · jointLandedOn SchA.111 of 1 values used1 line D65 Noncash gift acknowledgment - Austin Community Foundation (stock)donation receiptAustin Community FoundationReceived 10 Feb 2026 · jointLandedOn F8283.A1.stock4 of 4 values used1 line D66 2025 Form 1098-C - Lone Star Kids Auto Donation (2012 Subaru Outback)1098-CLone Star Kids Auto DonationReceived 10 Feb 2026 · jointLandedOn F8283.A1.vehicle1 of 2 values used1 line D67 EFTPS payment confirmations (2025 estimated tax)payment confirmationU.S. Treasury EFTPSReceived 9 Feb 2026 · jointLandedOn F1040.26, F2210.196 of 6 values used2 lines D68 California FTB Web Pay confirmationspayment confirmationCalifornia Franchise Tax BoardReceived 9 Feb 2026 · jointLandedOn SchA.5a, F540NR.7216 of 18 values used2 lines D69 IRS account transcript, tax period Dec 2025 (pulled by firm)irs transcriptInternal Revenue ServiceReceived 12 Mar 2026 · jointNot extractedNot extracted by the pipeline. Agency transcript; reproduced as structured data in tax_agency_records.irs_account_transcript_2025.0 of 0 values used0 lines D70 IRS CP2000 for tax year 2023 and resolution letterirs noticeInternal Revenue ServiceReceived 21 Jan 2026 · jointNot extractedNot extracted by the pipeline. Resolved prior-year notice; summarized in tax_agency_records.notices.0 of 0 values used0 lines D73 Halvorsen Data paystub - pay date 07/18/2025 (Ngozi Okafor)paystubHalvorsen Data LLCReceived 27 Mar 2026 · taxpayerCorroborates only0 of 2 values used0 lines D74 Brightpath Advisors 2025 Form 1099-B (direct-indexing account)1099-compositeBrightpath AdvisorsReceived 21 Feb 2026 · taxpayerLandedOn F8949.D.X1, F8949.A.X2, F8949.D.X3, F8949.D.X4 and 256 more1560 of 1826 values used260 lines

Where this number came fromClose

As computed, v3F8949.H.C3 · Form 8949

BTC 0.03 units (acquired 2024-12-15, sold 2025-03-03; proceeds 2,610.00, basis 3,105.00)

-495

How it was builtR-8949-LOT: One line per sale: proceeds minus basis plus adjustment. Broker basis is used as reported unless a supplemental statement for the same lot is matched.

Source pageD34, page 1 of 1

2025 Form 1099-DA - Coinhaven · Coinhaven Exchange, Inc.

Form 1099-DA 2025. Broker Coinhaven Exchange, Inc. Customer Erik Lindqvist. Gross proceeds reported; cost basis not reported (not required for 2025). Transactions: C1 BTC 0.0412 sold 2025-01-09 gross proceeds 3,940.00; C2 ETH 1.25 sold 2025-02-14 gross proceeds 3,412.00; C3 BTC 0.03 sold 2025-03-03 gross proceeds 2,610.00; C4 ETH 0.8 sold 2025-04-22 gross proceeds 1,408.00; C5 SOL 22.0 sold 2025-05-30 gross proceeds 3,520.00; C6 BTC 0.05 sold 2025-06-18 gross proceeds 5,325.00; C7 ETH 2.0 sold 2025-07-02 gross proceeds 5,180.00; C8 BTC 0.015 sold 2025-08-21 gross proceeds 1,740.00; C9 SOL 15.0 sold 2025-09-12 gross proceeds 2,310.00; C10 ETH 0.6 sold 2025-10-30 gross proceeds 2,238.00; C11 BTC 0.02 sold 2025-11-19 gross proceeds 1,860.00; C12 SOL 10.0 sold 2025-12-22 gross proceeds 1,290.00. Total gross proceeds 34,833.00.

Field: C3_assetField: C3_soldField: C3_proceeds

Highlighted: the exact text this number depends on. Simulated from the packet's printed content.

Source pageD35, page 1 of 1

Coinhaven transaction history export (CSV) · Coinhaven Exchange, Inc.

CSV export, cost basis by lot (FIFO). Sold lots: C1 BTC 0.0412 acquired 2023-02-11 cost 912.00 sold 2025-01-09 proceeds 3,940.00; C2 ETH 1.25 acquired 2024-11-30 cost 4,680.00 sold 2025-02-14 proceeds 3,412.00; C3 BTC 0.03 acquired 2024-12-15 cost 3,105.00 sold 2025-03-03 proceeds 2,610.00; C4 ETH 0.8 acquired 2022-06-20 cost 864.00 sold 2025-04-22 proceeds 1,408.00; C5 SOL 22.0 acquired 2025-01-05 cost 4,290.00 sold 2025-05-30 proceeds 3,520.00; C6 BTC 0.05 acquired TRANSFER-IN 2025-06-01 (cost basis unknown) cost sold 2025-06-18 proceeds 5,325.00; C7 ETH 2.0 acquired 2023-09-01 cost 3,290.00 sold 2025-07-02 proceeds 5,180.00; C8 BTC 0.015 acquired 2025-03-10 cost 1,236.00 sold 2025-08-21 proceeds 1,740.00; C9 SOL 15.0 acquired 2024-04-02 cost 2,475.00 sold 2025-09-12 proceeds 2,310.00; C10 ETH 0.6 acquired 2025-05-14 cost 1,590.00 sold 2025-10-30 proceeds 2,238.00; C11 BTC 0.02 acquired 2021-11-08 cost 1,310.00 sold 2025-11-19 proceeds 1,860.00; C12 SOL 10.0 acquired 2025-08-01 cost 1,820.00 sold 2025-12-22 proceeds 1,290.00. Lots still held: Buy 1 SOL acquired 2021-06-01 cost 1,858.63; Buy 2 SOL acquired 2025-08-18 cost 528.38; Buy 3 ETH acquired 2021-11-27 cost 1,060.30; Buy 4 ETH acquired 2024-01-03 cost 2,128.60; Buy 5 SOL acquired 2021-02-17 cost 1,140.16; Buy 6 SOL acquired 2023-02-09 cost 451.63; Buy 7 BTC acquired 2023-09-01 cost 2,006.19; Buy 8 BTC acquired 2025-12-15 cost 2,210.94; Buy 9 ETH acquired 2023-05-09 cost 474.27; Buy 10 ETH acquired 2021-12-20 cost 1,858.62; Buy 11 SOL acquired 2023-01-01 cost 1,669.90; Buy 12 BTC acquired 2023-05-22 cost 1,157.55; Buy 13 SOL acquired 2023-09-11 cost 1,521.93; Buy 14 BTC acquired 2022-03-05 cost 1,547.51.

Field: C3_acquiredField: C3_basis

Highlighted: the exact text this number depends on. Simulated from the packet's printed content.

Where it came from · 5 sourcesPipeline read 0.99: how surely the text was read, not how far to trust the source.Third-party formC3 digital asset · BTC Third-party formC3 date sold · 2025-03-03 Third-party formC3 gross proceeds · 2,610 Third-party formC3 date acquired · 2024-12-15 Third-party formC3 cost basis · 3,105

ActionsActing on: BTC 0.03 units (acquired 2024-12-15, sold 2025-03-03; proceeds 2,610.00, basis 3,105.00)

Assigned toNo one yet

Our checks on this · 0No open checks No check in the library fails on this claim.

Who checked itNo one has verified or signed off this yet in this workspace.