Return overview
Adjusted gross income445,590v3, as computedFederal tax81,962v3, as computedCalifornia tax18,874v3, as computed
FederalNot sent
CaliforniaNot sent
ExtensionFiled 14 Apr 2026 with 36,000, estimated from v2
97 lines differ between v1 and v3. From the packet’s computed versions.Last year column: the 2024 return as filed (prior year). 68 lines flagged as swings by the firm's variance rule.
Form 1040
F104017 lines
| Line | v3 | v1 | Last year | Status |
|---|---|---|---|---|
| Taxable interestF1040.2b | 6,450 | 6,330 Changed | 2,310 Swing +4,140 | No open checks |
| Capital gain or (loss)F1040.7 | 185,027 | 175,980 Changed | -3,000 Swing +188,027 | No open checks |
| Additional income from Schedule 1F1040.8 | 70,024 | 61,624 Changed | 71,900 | No open checks |
| Total incomeF1040.9 | 480,987 | 463,420 Changed | 233,489 Swing +247,498 | No open checks |
| Adjusted gross incomeF1040.11 | 445,590 | 428,023 Changed | 228,409 Swing +217,181 | No open checks |
| Taxable incomeF1040.15 | 346,913 | 329,346 Changed | 182,465 Swing +164,448 | No open checks |
| Tax (Schedule D tax worksheet)F1040.16 | 59,727 | 56,422 Changed | 29,898 Swing +29,829 | No open checks |
| Amount from Schedule 2, line 3F1040.17 | 3,871 | 3,722 Changed | None New this year | No open checks |
| Add lines 16 and 17F1040.18 | 63,598 | 60,144 Changed | None New this year | No open checks |
| Child tax credit / credit for other dependentsF1040.19 | 400 | 1,250 Changed | 2,500 Swing -2,100 | No open checks |
| Amount from Schedule 3, line 8F1040.20 | 396 | 186 Changed | None | No open checks |
| Tax after nonrefundable creditsF1040.22 | 62,802 | 58,708 Changed | None New this year | No open checks |
| Other taxes from Schedule 2, line 21F1040.23 | 19,160 | 18,492 Changed | 10,159 Swing +9,001 | No open checks |
| Total taxF1040.24 | 81,962 | 77,200 Changed | 37,557 Swing +44,405 | No open checks |
| Amount from Schedule 3, line 15F1040.31 | 39,342 | 3,342 Changed | None New this year | No open checks |
| Total paymentsF1040.33 | 77,742 | 41,742 Changed | 37,950 Swing +39,792 | No open checks |
| Amount you oweF1040.37 | 4,220 | 35,458 Changed | None New this year | No open checks |
Schedule B
SchB3 lines
Schedule 1
Sch12 lines
Schedule E
SchE3 lines
Form 7203
F72033 lines
| Line | v3 | v1 | Last year | Status |
|---|---|---|---|---|
| Stock basis at beginning of yearF7203.1 | 2,300 | 8,200 Changed | None New this year | No open checks |
| Stock basis before distributionsF7203.5 | 20,785 | 26,685 Changed | None New this year | No open checks |
| Distributions in excess of basis (capital gain)F7203.excess | 21,215 | 15,315 Changed | None New this year | No open checks |
Form 8949
F89497 lines
| Line | v3 | v1 | Last year | Status |
|---|---|---|---|---|
| Pinecrest Semiconductor Corp (acquired 2025-02-10, sold 2025-03-05; proceeds 3,885.00, basis 4,620.00, adjustment W 512.00)F8949.A.M6 | -223 | 0 Changed | None | No open checks |
| Northgate Rail Corp (acquired 2020-01-10, sold 2025-06-24; proceeds 5,520.00, basis 4,880.00)F8949.D.M9 | 640 | -1,380 Changed | None | No open checks |
| Harbor Lane Growth ETF (acquired 2024-09-15, sold 2025-09-22; proceeds 6,165.00, basis 5,310.00)F8949.D.M14 | 855 | Blank New line | None | No open checks |
| Lindqvist Family Woodworks, Inc. - distributions in excess of stock basis (acquired 2018-12-20, sold 2025-12-31; proceeds 21,215.00, basis 0.00)F8949.F.SCORP | 21,215 | 15,315 Changed | None New this year | No open checks |
| Box A totals (proceeds 172,667.96; basis 174,038.56; adjustments 1,583.05)F8949.A.total | 212 | 1,290 Changed | None | No open checks |
| Box D totals (proceeds 248,775.56; basis 243,046.70; adjustments 1,580.24)F8949.D.total | 7,309 | 4,434 Changed | None New this year | No open checks |
| Box F totals (proceeds 21,215.00; basis 0.00; adjustments 0.00)F8949.F.total | 21,215 | 15,315 Changed | None New this year | No open checks |
Schedule D
SchD7 lines
| Line | v3 | v1 | Last year | Status |
|---|---|---|---|---|
| Short-term from Form 8949 box ASchD.1b | 212 | 1,290 Changed | None | No open checks |
| Net short-term gain or (loss)SchD.7 | 38,146 | 39,224 Changed | -6,200 Swing +44,346 | No open checks |
| Long-term from Form 8949 box DSchD.8b | 7,309 | 4,434 Changed | None New this year | No open checks |
| Long-term from Form 8949 box F and KSchD.10 | 27,062 | 21,162 Changed | None New this year | No open checks |
| Net long-term gain from partnerships and S corporationsSchD.12 | 1,350 | 0 Changed | None New this year | No open checks |
| Net long-term gain or (loss)SchD.15 | 146,881 | 136,756 Changed | -11,000 Swing +157,881 | No open checks |
| Combine lines 7 and 15SchD.16 | 185,027 | 175,980 Changed | -17,200 Swing +202,227 | No open checks |
Form 8582
F85822 lines
Form 8995
F89953 lines
Schedule 3
Sch34 lines
| Line | v3 | v1 | Last year | Status |
|---|---|---|---|---|
| Foreign tax credit (no Form 1116; passive income, total 600 or less)Sch3.1 | 396 | 186 Changed | None | No open checks |
| Total nonrefundable credits (Part I)Sch3.8 | 396 | 186 Changed | None | No open checks |
| Amount paid with extension requestSch3.10 | 36,000 | 0 Changed | None New this year | No open checks |
| Total other payments and refundable creditsSch3.15 | 39,342 | 3,342 Changed | None New this year | No open checks |
Form 6251
F62518 lines
| Line | v3 | v1 | Last year | Status |
|---|---|---|---|---|
| Taxable income (1040 line 11 minus line 14)F6251.1 | 346,913 | 329,346 Changed | None New this year | No open checks |
| Alternative minimum taxable incomeF6251.4 | 426,913 | 409,346 Changed | None New this year | No open checks |
| AMTI minus exemptionF6251.6 | 289,913 | 272,346 Changed | None New this year | No open checks |
| Tentative minimum tax before creditF6251.7 | 63,598 | 60,144 Changed | None New this year | No open checks |
| AMT foreign tax creditF6251.8 | 396 | 186 Changed | None | No open checks |
| Tentative minimum taxF6251.9 | 63,202 | 59,958 Changed | None New this year | No open checks |
| Regular tax minus foreign tax creditF6251.10 | 59,331 | 56,236 Changed | None New this year | No open checks |
| Alternative minimum taxF6251.11 | 3,871 | 3,722 Changed | None New this year | Engine warning |
Schedule 2
Sch24 lines
| Line | v3 | v1 | Last year | Status |
|---|---|---|---|---|
| Alternative minimum taxSch2.1 | 3,871 | 3,722 Changed | None New this year | No open checks |
| Total (Part I)Sch2.3 | 3,871 | 3,722 Changed | None New this year | No open checks |
| Net investment income taxSch2.12 | 7,095 | 6,427 Changed | None New this year | No open checks |
| Total other taxesSch2.21 | 19,160 | 18,492 Changed | None New this year | No open checks |
Form 8812
F88123 lines
Form 8960
F89607 lines
| Line | v3 | v1 | Last year | Status |
|---|---|---|---|---|
| Taxable interestF8960.1 | 6,450 | 6,330 Changed | None New this year | No open checks |
| Rental real estate, partnerships, S corporations (Schedule E)F8960.4a | -11,830 | -20,230 Changed | None New this year | No open checks |
| Net gain from disposition of propertyF8960.5a | 185,027 | 175,980 Changed | None New this year | No open checks |
| Total investment incomeF8960.8 | 186,707 | 169,140 Changed | None New this year | No open checks |
| Net investment incomeF8960.12 | 186,707 | 169,140 Changed | None New this year | No open checks |
| Modified AGIF8960.13 | 445,590 | 428,023 Changed | None New this year | No open checks |
| Net investment income taxF8960.17 | 7,095 | 6,427 Changed | None New this year | No open checks |
Schedule CA (540NR)
SchCA540NR11 lines · 2 with open checks
| Line | v3 | v1 | Last year | Status |
|---|---|---|---|---|
| Taxable interest - federalSchCA540NR.2.A | 6,450 | 6,330 Changed | None New this year | No open checks |
| Taxable interest - total using CA lawSchCA540NR.2.D | 6,040 | 5,920 Changed | None New this year | Note |
| Taxable interest - California amountSchCA540NR.2.E | 3,227 | 3,163 Changed | None New this year | No open checks |
| Capital gain or (loss) - federalSchCA540NR.7.A | 185,027 | 175,980 Changed | None New this year | No open checks |
| Capital gain or (loss) - total using CA lawSchCA540NR.7.D | 185,027 | 175,980 Changed | None New this year | No open checks |
| Capital gain or (loss) - California amountSchCA540NR.7.E | 55,174 | 49,504 Changed | None New this year | No open checks |
| Rental real estate, partnerships, S corporations - federalSchCA540NR.17.A | -11,830 | -20,230 Changed | None New this year | No open checks |
| Rental real estate, partnerships, S corporations - total using CA lawSchCA540NR.17.D | -12,314 | -20,714 Changed | None New this year | Note |
| Rental real estate, partnerships, S corporations - California amountSchCA540NR.17.E | -16,310 | -21,658 Changed | None New this year | No open checks |
| Total income using CA lawSchCA540NR.22.D | 516,493 | 498,926 Changed | None New this year | No open checks |
| Total California incomeSchCA540NR.22.E | 324,260 | 313,178 Changed | None New this year | No open checks |
Form 540NR
F540NR12 lines
| Line | v3 | v1 | Last year | Status |
|---|---|---|---|---|
| Federal AGIF540NR.13 | 445,590 | 428,023 Changed | None New this year | No open checks |
| Total AGI using California lawF540NR.17 | 481,096 | 463,529 Changed | None New this year | No open checks |
| Total taxable incomeF540NR.19 | 421,970 | 404,403 Changed | None New this year | No open checks |
| Tax on total taxable incomeF540NR.31 | 32,328 | 30,694 Changed | None New this year | No open checks |
| California AGIF540NR.32 | 305,349 | 294,267 Changed | None New this year | No open checks |
| Deduction percentage (line 32 / line 17)F540NR.34 | 0.63 | 0.63 Changed | None | No open checks |
| California taxable incomeF540NR.35 | 267,822 | 256,731 Changed | None New this year | No open checks |
| CA tax rate (line 31 / line 19)F540NR.36 | 0.08 | 0.08 Changed | None | No open checks |
| California tax before exemption creditsF540NR.37 | 20,515 | 19,486 Changed | None New this year | No open checks |
| Regular taxF540NR.40 | 19,718 | 18,689 Changed | None New this year | No open checks |
| Total taxF540NR.64 | 18,874 | 17,845 Changed | None New this year | No open checks |
| Overpaid taxF540NR.97 | 8,256 | 9,285 Changed | None New this year | No open checks |