Document index

Every document the client or firm provided, where it landed on the return — or why it didn't.

Doc	Title	Area	Received	Status
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
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
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
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
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
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

Completeness: 0 unaccounted. "Late" = received after the client marked the upload complete (2026-03-02).