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Our AI analyzes for errors, missed deductions, K-1 allocations, multistate sourcing, and optimization opportunities.
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Issue: Schedule A shows $24,500 in state and local taxes (SALT), but only $10,000 was deducted due to the federal cap.
What is Schedule A? The IRS form for itemized deductions, including mortgage interest, charitable donations, and state/local taxes.
What is SALT? State And Local Tax deduction includes property taxes and state income taxes. Federal law caps this at $10,000 ($40,000 for 2025 returns under new legislation).
Recommendation: Verify you chose to itemize vs. take the standard deduction ($29,200 for MFJ in 2024). With only $10,000 SALT + other deductions, standard deduction may have been better unless you have significant mortgage interest or charitable contributions.
Issue: Schedule C shows $45,000 in self-employment income, but no QBI deduction appears on Form 8995.
What is QBI? Self-employed individuals and pass-through business owners can deduct up to 20% of qualified business income.
Potential Savings: Estimated $9,000 deduction missed (20% of $45,000). This could reduce taxable income and save approximately $2,000-$3,000 in federal taxes.
Action Required: File amended return (Form 1040-X) if eligible. Verify your business type qualifies for QBI deduction.
Issue: Schedule K-1 from "ABC Partners LLC" shows income earned across NY, NJ, and PA, but state returns only filed in NY.
What is K-1? Form K-1 reports your share of income from partnerships, S-corporations, or trusts. Income may be sourced to multiple states.
Risk: Other states (NJ, PA) may require state tax returns for income sourced to those jurisdictions. This could trigger:
Action Required: Review K-1 state allocation percentages. Likely need to file NJ and PA non-resident returns with credits for taxes paid to NY.
Quarterly estimated payments total $22,000, matching records. All four quarters paid on time (4/15, 6/15, 9/15, 1/15). No underpayment penalty expected.
$4,000 Child Tax Credit for 2 qualifying children correctly calculated. No phase-out applies at your income level.