| Doc | Title | Area | Received | Status | Lines | ✓ |
|---|
| D01 |
Engagement letter, tax year 2025 (signed) |
Household & identity |
2026-01-12 |
reference only Supports identity / engagement; no return line. | | |
| D02 |
Consent to use and disclose tax return information |
Household & identity |
2026-01-12 |
reference only Supports identity / engagement; no return line. | | |
| D03 |
IRS notice CP01A - Identity Protection PIN (Ngozi Okafor) |
Household & identity |
2026-01-21 |
reference only Supports identity / engagement; no return line. | | |
| D04 |
Driver license - Ngozi Okafor |
Household & identity |
2026-01-21 |
reference only Supports identity / engagement; no return line. | | |
| D05 |
Driver license - Erik Lindqvist |
Household & identity |
2026-01-21 |
reference only Supports identity / engagement; no return line. | | |
| D06 |
2024 Form 1040 as filed (prepared by Delta River Tax Services) |
Household & identity |
2026-01-21 |
evidence for a check Not cited by the engine; used as evidence by PASSIVE-CARRY, IRA-BASIS, DEPENDENT-TIN, DUE-DILIGENCE, CAPLOSS-CARRY | | |
| D07 |
2024 workpaper file from prior preparer (export) |
Household & identity |
2026-01-21 |
reference only Narrative workpaper export; its content is reproduced as structured data in prior_years.prior_preparer_workpaper. | | |
| D08 |
2025 Form W-2 - Corvane Systems, Inc. (Ngozi Okafor) |
Wages & stock compensation |
2026-01-29 |
landed on the return | 10 | |
| D09 |
2025 Form W-2 - Halvorsen Data LLC (Ngozi Okafor) |
Wages & stock compensation |
2026-02-02 |
landed on the return | 11 | |
| D10 |
Form W-2 - Halvorsen Data LLC (phone photo) |
Wages & stock compensation |
2026-02-09 |
duplicate - counted once D10 is a second image of the Halvorsen W-2 (D09); counted once. | | |
| D11 |
Corvane stock plan supplemental tax statement 2025 |
Wages & stock compensation |
2026-02-14 |
landed on the return | 1 | |
| D12 |
Form 3921 - exercise of incentive stock option (Corvane) |
Wages & stock compensation |
2026-02-14 |
landed on the return | 1 | |
| D13 |
Form 3922 - ESPP transfer (Corvane) |
Wages & stock compensation |
2026-02-14 |
evidence for a check Not cited by the engine; used as evidence by ESPP | | |
| D14 |
Lindqvist Studio - Profit and Loss, January-December 2025 (QuickBooks, cash basis) |
Lindqvist Studio (Schedule C) |
2026-02-11 |
landed on the return | 12 | |
| D15 |
Lindqvist Studio - transaction detail for selected accounts |
Lindqvist Studio (Schedule C) |
2026-02-11 |
evidence for a check Not cited by the engine; used as evidence by SCHC-GROSS, MIXED-USE | | |
| D16 |
2025 Form 1099-NEC - Fennimore Brewing Co. |
Lindqvist Studio (Schedule C) |
2026-02-03 |
landed on the return | 1 | |
| D17 |
2025 Form 1099-NEC - Atlas Outdoor Gear, Inc. |
Lindqvist Studio (Schedule C) |
2026-02-04 |
landed on the return | 1 | |
| D18 |
2025 Form 1099-NEC - Sable & Finch Architects LLP |
Lindqvist Studio (Schedule C) |
2026-02-05 |
landed on the return | 1 | |
| D19 |
2025 Form 1099-NEC - Riverbend Credit Union |
Lindqvist Studio (Schedule C) |
2026-02-06 |
landed on the return | 1 | |
| D20 |
2025 Form 1099-NEC - Quill Media Group LLC |
Lindqvist Studio (Schedule C) |
2026-02-07 |
landed on the return | 1 | |
| D21 |
2025 Form 1099-K - Paywell Payments |
Lindqvist Studio (Schedule C) |
2026-02-06 |
landed on the return | 1 | |
| D22 |
Invoice - Vantage Imaging Supply (equipment) |
Lindqvist Studio (Schedule C) |
2026-02-11 |
landed on the return | 3 | |
| D23 |
Vehicle mileage log 2025 (scanned, 4 pages) |
Lindqvist Studio (Schedule C) |
2026-02-18 |
landed on the return | 4 | |
| D24 |
Home office measurements (client note) |
Lindqvist Studio (Schedule C) |
2026-02-18 |
landed on the return | 1 | |
| D25 |
Health insurance premium statement 2025 - Erik Lindqvist (individual plan) |
Lindqvist Studio (Schedule C) |
2026-02-11 |
landed on the return | 1 | |
| D26 |
SEP-IRA contribution confirmation (Erik Lindqvist) |
Lindqvist Studio (Schedule C) |
2026-04-10 late |
landed on the return | 1 | |
| D27 |
Lindqvist Studio - contractor payments report 2025 |
Lindqvist Studio (Schedule C) |
2026-02-11 |
landed on the return | 2 | |
| D28 |
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor) |
Investments & digital assets |
2026-02-15 |
landed on the return | 9 | |
| D29 |
2025 Form 1099-INT - Northlake Bank |
Investments & digital assets |
2026-02-15 |
landed on the return | 1 | |
| D30 |
Meridian Brokerage 2025 consolidated Form 1099 (joint) partial read |
Investments & digital assets |
2026-02-16 |
superseded Superseded by the corrected statement D31 · Partial read: Page 32 ('Additional transactions') was not read by the pipeline. | | |
| D31 |
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint) corrected partial read |
Investments & digital assets |
2026-03-18 late |
landed on the return Partial read: Page 32 ('Additional transactions') was not read by the pipeline. | 24 | |
| D32 |
2025 Form 1099-INT - Austin Community Credit Union |
Investments & digital assets |
2026-02-04 |
landed on the return | 1 | |
| D33 |
2025 Form 1099-INT - Sacramento Valley Bank |
Investments & digital assets |
2026-02-04 |
landed on the return | 1 | |
| D34 |
2025 Form 1099-DA - Coinhaven |
Investments & digital assets |
2026-02-17 |
landed on the return | 12 | |
| D35 |
Coinhaven transaction history export (CSV) |
Investments & digital assets |
2026-02-17 |
landed on the return | 12 | |
| D36 |
Sparbanken Norrland - 2025 year-end statement (Swedish, SEK) |
Foreign accounts |
2026-02-20 |
landed on the return | 5 | |
| D37 |
2025 Schedule K-1 (Form 1065) - Ridgeline Real Estate Fund III LP |
K-1s & basis |
2026-06-22 late |
landed on the return | 4 | |
| D38 |
Ridgeline Real Estate Fund III - 2025 state supplement |
K-1s & basis |
2026-06-22 late |
landed on the return | 2 | |
| D39 |
2025 Schedule K-1 (Form 1120-S) - Lindqvist Family Woodworks, Inc. |
K-1s & basis |
2026-03-01 |
landed on the return | 7 | |
| D40 |
2023 Schedule K-1 (Form 1120-S) - Lindqvist Family Woodworks, Inc. |
K-1s & basis |
2026-06-05 late |
landed on the return | 1 | |
| D41 |
2025 Form 1099-R - Northlake Securities IRA (Ngozi Okafor) |
Retirement & HSA |
2026-02-15 |
landed on the return | 3 | |
| D42 |
Form 5498 for 2024 - Northlake Securities IRA (Ngozi Okafor) |
Retirement & HSA |
2026-02-15 |
landed on the return | 1 | |
| D43 |
Form 5498 for 2025 - Northlake Securities IRA (Ngozi Okafor) |
Retirement & HSA |
2026-05-29 late |
landed on the return | 2 | |
| D44 |
2025 Form 1099-SA - HSA (Ngozi Okafor) |
Retirement & HSA |
2026-02-15 |
landed on the return | 2 | |
| D45 |
2025 Form 5498-SA - HSA (Ngozi Okafor) |
Retirement & HSA |
2026-02-15 |
landed on the return | 2 | |
| D46 |
Capitol Keys Property Management - 2025 owner statement (1450 Fremont Way) |
Rentals & the condo sale |
2026-02-12 |
landed on the return | 4 | |
| D47 |
Invoice - Delta Breeze Heating & Air (1450 Fremont Way) |
Rentals & the condo sale |
2026-02-12 |
evidence for a check Not cited by the engine; used as evidence by HVAC-CAPITAL | | |
| D48 |
2025 Form 1098 - Golden Bear Home Loans (1450 Fremont Way) |
Rentals & the condo sale |
2026-02-04 |
landed on the return | 2 | |
| D49 |
Sacramento County secured property tax bills (1450 Fremont Way) |
Rentals & the condo sale |
2026-02-12 |
landed on the return | 1 | |
| D50 |
Austin condo - rent ledger and HOA statement 2025 (Unit 4C, 1200 Barton Hills Dr) |
Rentals & the condo sale |
2026-02-12 |
landed on the return | 5 | |
| D51 |
Seller closing statement - 1200 Barton Hills Dr Unit 4C (sale 10/15/2025) |
Rentals & the condo sale |
2026-02-12 |
landed on the return | 5 | |
| D52 |
2025 Form 1099-S - Hill Country Title Co. |
Rentals & the condo sale |
2026-02-12 |
landed on the return | 1 | |
| D53 |
2025 Form 1098 - Hill Country Bank (condo loan, paid off) |
Rentals & the condo sale |
2026-02-04 |
landed on the return | 1 | |
| D54 |
Buyer closing statement - 7709 Barton Ridge Dr (purchase 07/08/2025) |
Deductions & credits |
2026-02-12 |
evidence for a check Not cited by the engine; used as evidence by HOME-RE-TAX, MORTGAGE-DUPLICATE | | |
| D55 |
2025 Form 1098 - Lonestar Mortgage (home, July-November) |
Deductions & credits |
2026-02-04 |
landed on the return | 1 | |
| D56 |
Lonestar Mortgage payoff statement (11/20/2025) |
Deductions & credits |
2026-02-04 |
landed on the return | 1 | |
| D57 |
2025 Form 1098 - Pecan Federal Savings (home, refinance) |
Deductions & credits |
2026-02-04 |
landed on the return | 3 | |
| D58 |
Travis County 2025 property tax receipt (7709 Barton Ridge Dr) |
Deductions & credits |
2026-02-12 |
landed on the return | 1 | |
| D59 |
2025 Form 1098-T - University of California, Davis (Ada) |
Deductions & credits |
2026-02-01 |
landed on the return | 2 | |
| D60 |
Scholarship award letter - Ada Lindqvist-Okafor |
Deductions & credits |
2026-02-01 |
landed on the return | 1 | |
| D61 |
Bright Oak Kids Club - 2025 statement (Theo) |
Deductions & credits |
2026-02-07 |
landed on the return | 1 | |
| D62 |
Little Sprouts Learning Center - 2025 statement (Theo) |
Deductions & credits |
2026-02-07 |
landed on the return | 1 | |
| D63 |
Donation receipts (typed) - Sacramento Food Bank, Hill Country Animal Rescue |
Deductions & credits |
2026-02-10 |
landed on the return | 1 | |
| D64 |
Handwritten donation receipt - St. Brigid Parish |
Deductions & credits |
2026-02-10 |
landed on the return | 1 | |
| D65 |
Noncash gift acknowledgment - Austin Community Foundation (stock) |
Deductions & credits |
2026-02-10 |
landed on the return | 1 | |
| D66 |
2025 Form 1098-C - Lone Star Kids Auto Donation (2012 Subaru Outback) |
Deductions & credits |
2026-02-10 |
landed on the return | 1 | |
| D67 |
EFTPS payment confirmations (2025 estimated tax) |
Payments & penalties |
2026-02-09 |
landed on the return | 2 | |
| D68 |
California FTB Web Pay confirmations |
Payments & penalties |
2026-02-09 |
landed on the return | 2 | |
| D69 |
IRS account transcript, tax period Dec 2025 (pulled by firm) |
Payments & penalties |
2026-03-12 late |
reference only Agency transcript; reproduced as structured data in tax_agency_records.irs_account_transcript_2025. | | |
| D70 |
IRS CP2000 for tax year 2023 and resolution letter |
Household & identity |
2026-01-21 |
reference only Resolved prior-year notice; summarized in tax_agency_records.notices. | | |
| D71 |
Social Security card - Theo Lindqvist-Okafor (photo) |
Household & identity |
2026-07-13 late |
not received yet Arrives 2026-07-13 | | |
| D72 |
IRS Letter 566 - examination of 2025 return |
Household & identity |
2028-01-26 late |
not received yet Arrives 2028-01-26 | | |
| D73 |
Halvorsen Data paystub - pay date 07/18/2025 (Ngozi Okafor) |
Wages & stock compensation |
2026-03-27 late |
evidence for a check Not cited by the engine; used as evidence by CA-WAGE-SOURCE | | |
| D74 |
Brightpath Advisors 2025 Form 1099-B (direct-indexing account) |
Investments & digital assets |
2026-02-21 |
landed on the return | 260 | |