📑 2025 US Tax Return (MFJ, Oct 15 2026)

Last updated: 9/7/2026, 6:47:44 PM | Total tasks: 17 | KPIs: 5
⏱️
Days to Oct 15 deadline
38 days →
Source: Python computed: (2026-10-15 - today)
Updated 9/7/2026, 6:47:43 PM
📄
Missing documents (red + yellow blockers)
7 items →
Source: Prep pack checklist 2025_Tax_Prep_Spreadsheet.csv
Updated 9/7/2026, 6:47:43 PM
✅
Blockers cleared of 7 total
0 items →
Source: Manual count from initiatives list
Updated 9/7/2026, 6:47:44 PM
💰
Estimated federal refund (subject to recalc)
1000 USD →
Source: Form 4868 declared 0k vs 1k paid
Updated 9/7/2026, 6:47:44 PM
💵
2025 gross income (preliminary, missing W-2)
100797 USD ↑
Source: Henda W-2 only — Morsy W-2 + rents + Sched C pending
Updated 9/7/2026, 6:47:44 PM
📥

Gather all 2025 income + deduction documents

2026-09-30
🧮

Build 1040 + Schedules on HRBlock

2026-10-10
🚀

File federal + CA + FBAR + pay any owed tax

2026-10-15

Initiatives & Tasks

🔴 I-morsy-w2 Morsy 2025 W-2 (Vonage) — pull from HR portal ongoing 0% M-gather
🔴 I-airbnb Airbnb 1099-K + HOST Act decision for 3565 Market St ongoing 0% M-gather
🔴 I-rental-pl 3565 Market St P&L for 2025 (income + all expenses) ongoing 0% M-gather
🟡 I-1099nec 1099-NEC for Specialized EMTB (Argoid + Harmonic) not_started 0% M-gather
🟡 I-1098 1098 FirstTech mortgage interest 2025 not_started 0% M-gather
🟡 I-brokerage Fidelity / BMO 1099-INT / DIV / B for 2025 + FBAR accounts list not_started 0% M-gather
🌍 I-fbar File FBAR (FinCEN 114) — auto-extended to Oct 31, 2026 via Form 4868 not_started 0% M-build
📋 I-sched-c Build Schedule C (Specialized EMTB + Uber dropped) done 100% M-build
🏠 I-sched-e Build Schedule E (3565 Market St US rental + 3 FR rentals) not_started 0% M-build
🇫🇷 I-form-1116 Build Form 1116 (FTC) — BLOCKED on French avis d'imposition 2025 blocked 0% M-build
🇺🇸 I-federal E-file federal 1040 + pay any balance due not_started 0% M-file
🌴 I-ca E-file CA 540 + pay any balance due (deadline same as fed) not_started 0% M-file
📦 I-post Archive filed copies + update MEMORY.md + close cron watchdog not_started 0% M-file

not started (10)

🧮

Build 1040 + Schedules on HRBlock

M-build | ROOT
🚀

File federal + CA + FBAR + pay any owed tax

M-file | ROOT
🟡

1099-NEC for Specialized EMTB (Argoid + Harmonic)

I-1099nec | M-gather
🟡

1098 FirstTech mortgage interest 2025

I-1098 | M-gather
🟡

Fidelity / BMO 1099-INT / DIV / B for 2025 + FBAR accounts list

I-brokerage | M-gather
🌍

File FBAR (FinCEN 114) — auto-extended to Oct 31, 2026 via Form 4868

I-fbar | M-build
🏠

Build Schedule E (3565 Market St US rental + 3 FR rentals)

I-sched-e | M-build
🇺🇸

E-file federal 1040 + pay any balance due

I-federal | M-file
🌴

E-file CA 540 + pay any balance due (deadline same as fed)

I-ca | M-file
📦

Archive filed copies + update MEMORY.md + close cron watchdog

I-post | M-file

analyzing (0)

ongoing (5)

📑

2025 US Tax Return (MFJ, Oct 15 2026)

ROOT |
📥

Gather all 2025 income + deduction documents

M-gather | ROOT
🔴

Morsy 2025 W-2 (Vonage) — pull from HR portal

I-morsy-w2 | M-gather
🔴

Airbnb 1099-K + HOST Act decision for 3565 Market St

I-airbnb | M-gather
🔴

3565 Market St P&L for 2025 (income + all expenses)

I-rental-pl | M-gather

done (1)

📋

Build Schedule C (Specialized EMTB + Uber dropped)

I-sched-c | M-build

blocked (1)

🇫🇷

Build Form 1116 (FTC) — BLOCKED on French avis d'imposition 2025

I-form-1116 | M-build
📥 M-gather Gather all 2025 income + deduction documents ongoing 0% ROOT
🧮 M-build Build 1040 + Schedules on HRBlock not_started 25% ROOT
🚀 M-file File federal + CA + FBAR + pay any owed tax not_started 0% ROOT
🔴 I-morsy-w2 Morsy 2025 W-2 (Vonage) — pull from HR portal ongoing 0% M-gather
🔴 I-airbnb Airbnb 1099-K + HOST Act decision for 3565 Market St ongoing 0% M-gather
🔴 I-rental-pl 3565 Market St P&L for 2025 (income + all expenses) ongoing 0% M-gather
🟡 I-1099nec 1099-NEC for Specialized EMTB (Argoid + Harmonic) not_started 0% M-gather
🟡 I-1098 1098 FirstTech mortgage interest 2025 not_started 0% M-gather
🟡 I-brokerage Fidelity / BMO 1099-INT / DIV / B for 2025 + FBAR accounts list not_started 0% M-gather
🌍 I-fbar File FBAR (FinCEN 114) — auto-extended to Oct 31, 2026 via Form 4868 not_started 0% M-build
📋 I-sched-c Build Schedule C (Specialized EMTB + Uber dropped) done 100% M-build
🏠 I-sched-e Build Schedule E (3565 Market St US rental + 3 FR rentals) not_started 0% M-build
🇫🇷 I-form-1116 Build Form 1116 (FTC) — BLOCKED on French avis d'imposition 2025 blocked 0% M-build
🇺🇸 I-federal E-file federal 1040 + pay any balance due not_started 0% M-file
🌴 I-ca E-file CA 540 + pay any balance due (deadline same as fed) not_started 0% M-file
📦 I-post Archive filed copies + update MEMORY.md + close cron watchdog not_started 0% M-file
📑
ongoing 8% Due: 2026-10-15
MFJ — Morsy + Henda — Form 4868 extended; $70k declared; HRBlock deliverable on Drive
  • nancy · 9/7/2026, 6:47:24 PM Dashboard built from 2025_Tax_Prep_Spreadsheet.csv + HRBlock_2025_Prep_Pack.md on Drive. 3 milestones (Gather / Build / File), 13 initiatives. 3 red blockers (Morsy W-2, Airbnb HOST Act, 3565 Market P&L) plus French FTC externally blocked. Form 4868 already filed 2026-04-05 → deadline Oct 15, 2026.
  • 📥
    ongoing 0% Due: 2026-09-30
    • nancy · 9/7/2026, 6:47:01 PM Task created
    • 🔴
      ongoing 0% Due: 2026-09-15
      • nancy · 9/7/2026, 6:47:23 PM Status: not_started → ongoing (W-2 missing — needs Morsy to pull from Vonage HR/Workday)
      • nancy · 9/7/2026, 6:47:23 PM W-2 missing — needs Morsy to pull from Vonage HR/Workday
      • nancy · 9/7/2026, 6:47:13 PM Task created
    • 🔴
      ongoing 0% Due: 2026-09-15
      • nancy · 9/7/2026, 6:47:23 PM Status: not_started → ongoing (Airbnb HOST Act: did you/Henda live at 3565 Market St in 2025? Days rented?)
      • nancy · 9/7/2026, 6:47:23 PM Airbnb HOST Act: did you/Henda live at 3565 Market St in 2025? Days rented?
      • nancy · 9/7/2026, 6:47:13 PM Task created
    • 🔴
      ongoing 0% Due: 2026-09-20
      • nancy · 9/7/2026, 6:47:23 PM Status: not_started → ongoing (Plumbing receipts on Drive; need full P&L (income + all expenses))
      • nancy · 9/7/2026, 6:47:23 PM Plumbing receipts on Drive; need full P&L (income + all expenses)
      • nancy · 9/7/2026, 6:47:13 PM Task created
    • 🟡
      not started 0% Due: 2026-09-22
      • nancy · 9/7/2026, 6:47:14 PM Task created
    • 🟡
      not started 0% Due: 2026-09-25
      • nancy · 9/7/2026, 6:47:14 PM Task created
    • 🟡
      not started 0% Due: 2026-09-25
      • nancy · 9/7/2026, 6:47:14 PM Task created
  • 🧮
    not started 25% Due: 2026-10-10
    • nancy · 9/7/2026, 6:47:02 PM Task created
    • 🌍
      not started 0% Due: 2026-10-12
      • nancy · 9/7/2026, 6:47:15 PM Task created
    • 📋
      done 100% Due: 2026-10-08
      • nancy · 9/7/2026, 6:47:24 PM Status: not_started → done (Henda W-2 + 1095-C + Form 4868 + Airvantage 1098-E (/bin/bash) already on Drive — Sched C base ready)
      • nancy · 9/7/2026, 6:47:24 PM Henda W-2 + 1095-C + Form 4868 + Airvantage 1098-E (/bin/bash) already on Drive — Sched C base ready
      • nancy · 9/7/2026, 6:47:15 PM Task created
    • 🏠
      not started 0% Due: 2026-10-09
      • nancy · 9/7/2026, 6:47:15 PM Task created
    • 🇫🇷
      blocked 0% Due: 2026-10-13
      • nancy · 9/7/2026, 6:47:24 PM Status: not_started → blocked (French avis d'imposition 2025 not yet issued — expected Aug-Sep 2026)
      • nancy · 9/7/2026, 6:47:24 PM French avis d'imposition 2025 not yet issued — expected Aug-Sep 2026
      • nancy · 9/7/2026, 6:47:16 PM Task created
  • 🚀
    not started 0% Due: 2026-10-15
    • nancy · 9/7/2026, 6:47:02 PM Task created
    • 🇺🇸
      not started 0% Due: 2026-10-15
      • nancy · 9/7/2026, 6:47:16 PM Task created
    • 🌴
      not started 0% Due: 2026-10-15
      • nancy · 9/7/2026, 6:47:16 PM Task created
    • 📦
      not started 0% Due: 2026-10-31
      • nancy · 9/7/2026, 6:47:17 PM Task created
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