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

Last updated: 9/7/2026, 10:41:16 PM | Total tasks: 32 | 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
🏠 I-airbnb-1099k Airbnb 1099-K 2025 (gross payments, Box 1a) ongoing 0% M-gather
🚗 I-uber-1099 Uber 1099-K + annual summary 2025 (or confirm zero if not driving) ongoing 0% M-gather
🚙 I-lyft-1099 Lyft 1099-K 2025 (or confirm zero) ongoing 0% M-gather
🏥 I-vonage-1095c Vonage 1095-C 2025 (employer health coverage for Morsy) ongoing 0% M-gather
👧 I-lynn-w2 Lynn W-2 2025 (OFA employer) ongoing 0% M-gather
📈 I-specialized-1099 Specialized EMTB 1099-NECs 2025 (Harmonic + Argoid + any new) ongoing 0% M-gather
💹 I-fidelity Fidelity 1099-INT/DIV/B 2025 + year-end statement ongoing 0% M-gather
🏦 I-bmo BMO 2025 statements (no 1099 forms per 2024 pattern) ongoing 0% M-gather
🏛️ I-prop-tax San Francisco property tax bill + payment receipt 2025 ongoing 0% M-gather
🏦 I-mortgage FirstTech 1098 mortgage interest 2025 + monthly statements ongoing 0% M-gather
💳 I-heloc HELOC 2025 statement + interest (if any) ongoing 0% M-gather
🛡️ I-home-warranty American Home Shield 2025 receipts (NOT just the 2024 receipt on Drive) ongoing 0% M-gather
💡 I-utilities PGE + SFPUC 2025 utility statements (Sched E utilities) ongoing 0% M-gather
🇫🇷 I-fr-revenues French 2025 property revenues itemized list (analog to US Tax 09_2025 .xlsx) ongoing 0% M-gather
🌍 I-fbar-2025 FBAR 2025 accounts list (foreign bank accts — Morsy + Henda) ongoing 0% M-gather

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 (20)

📑

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
🏠

Airbnb 1099-K 2025 (gross payments, Box 1a)

I-airbnb-1099k | M-gather
🚗

Uber 1099-K + annual summary 2025 (or confirm zero if not driving)

I-uber-1099 | M-gather
🚙

Lyft 1099-K 2025 (or confirm zero)

I-lyft-1099 | M-gather
🏥

Vonage 1095-C 2025 (employer health coverage for Morsy)

I-vonage-1095c | M-gather
👧

Lynn W-2 2025 (OFA employer)

I-lynn-w2 | M-gather
📈

Specialized EMTB 1099-NECs 2025 (Harmonic + Argoid + any new)

I-specialized-1099 | M-gather
💹

Fidelity 1099-INT/DIV/B 2025 + year-end statement

I-fidelity | M-gather
🏦

BMO 2025 statements (no 1099 forms per 2024 pattern)

I-bmo | M-gather
🏛️

San Francisco property tax bill + payment receipt 2025

I-prop-tax | M-gather
🏦

FirstTech 1098 mortgage interest 2025 + monthly statements

I-mortgage | M-gather
💳

HELOC 2025 statement + interest (if any)

I-heloc | M-gather
🛡️

American Home Shield 2025 receipts (NOT just the 2024 receipt on Drive)

I-home-warranty | M-gather
💡

PGE + SFPUC 2025 utility statements (Sched E utilities)

I-utilities | M-gather
🇫🇷

French 2025 property revenues itemized list (analog to US Tax 09_2025 .xlsx)

I-fr-revenues | M-gather
🌍

FBAR 2025 accounts list (foreign bank accts — Morsy + Henda)

I-fbar-2025 | 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
🏠 I-airbnb-1099k Airbnb 1099-K 2025 (gross payments, Box 1a) ongoing 0% M-gather
🚗 I-uber-1099 Uber 1099-K + annual summary 2025 (or confirm zero if not driving) ongoing 0% M-gather
🚙 I-lyft-1099 Lyft 1099-K 2025 (or confirm zero) ongoing 0% M-gather
🏥 I-vonage-1095c Vonage 1095-C 2025 (employer health coverage for Morsy) ongoing 0% M-gather
👧 I-lynn-w2 Lynn W-2 2025 (OFA employer) ongoing 0% M-gather
📈 I-specialized-1099 Specialized EMTB 1099-NECs 2025 (Harmonic + Argoid + any new) ongoing 0% M-gather
💹 I-fidelity Fidelity 1099-INT/DIV/B 2025 + year-end statement ongoing 0% M-gather
🏦 I-bmo BMO 2025 statements (no 1099 forms per 2024 pattern) ongoing 0% M-gather
🏛️ I-prop-tax San Francisco property tax bill + payment receipt 2025 ongoing 0% M-gather
🏦 I-mortgage FirstTech 1098 mortgage interest 2025 + monthly statements ongoing 0% M-gather
💳 I-heloc HELOC 2025 statement + interest (if any) ongoing 0% M-gather
🛡️ I-home-warranty American Home Shield 2025 receipts (NOT just the 2024 receipt on Drive) ongoing 0% M-gather
💡 I-utilities PGE + SFPUC 2025 utility statements (Sched E utilities) ongoing 0% M-gather
🇫🇷 I-fr-revenues French 2025 property revenues itemized list (analog to US Tax 09_2025 .xlsx) ongoing 0% M-gather
🌍 I-fbar-2025 FBAR 2025 accounts list (foreign bank accts — Morsy + Henda) ongoing 0% M-gather
📑
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
    • 🏠
      ongoing 0% Due: 2026-09-15
      • nancy · 9/7/2026, 10:39:05 PM Status: not_started → ongoing (Pulled ~9K on 2024 — need 2025 statement from Airbnb dashboard)
      • nancy · 9/7/2026, 10:39:05 PM Pulled ~9K on 2024 — need 2025 statement from Airbnb dashboard
      • nancy · 9/7/2026, 10:36:29 PM Task created
    • 🚗
      ongoing 0% Due: 2026-09-15
      • nancy · 9/7/2026, 10:39:14 PM Status: not_started → ongoing (Uber 2024 = ; if not driving in 2025 → confirm zero with statement)
      • nancy · 9/7/2026, 10:39:14 PM Uber 2024 = ; if not driving in 2025 → confirm zero with statement
      • nancy · 9/7/2026, 10:36:41 PM Task created
    • 🚙
      ongoing 0% Due: 2026-09-15
      • nancy · 9/7/2026, 10:39:24 PM Status: not_started → ongoing (Lyft 2024 = ; if not driving in 2025 → confirm zero with statement)
      • nancy · 9/7/2026, 10:39:24 PM Lyft 2024 = ; if not driving in 2025 → confirm zero with statement
      • nancy · 9/7/2026, 10:36:52 PM Task created
    • 🏥
      ongoing 0% Due: 2026-09-15
      • nancy · 9/7/2026, 10:39:33 PM Status: not_started → ongoing (2024 had Vonage 1095-C; expect 2025 from same employer)
      • nancy · 9/7/2026, 10:39:33 PM 2024 had Vonage 1095-C; expect 2025 from same employer
      • nancy · 9/7/2026, 10:37:00 PM Task created
    • 👧
      ongoing 0% Due: 2026-09-15
      • nancy · 9/7/2026, 10:39:44 PM Status: not_started → ongoing (2025 W-2 from OFA — likely arrives Jan 2026)
      • nancy · 9/7/2026, 10:39:44 PM 2025 W-2 from OFA — likely arrives Jan 2026
      • nancy · 9/7/2026, 10:37:09 PM Task created
    • 📈
      ongoing 0% Due: 2026-09-22
      • nancy · 9/7/2026, 10:39:53 PM Status: not_started → ongoing (Argoid + Harmonic were 2024 clients; check if any 2025 payments)
      • nancy · 9/7/2026, 10:39:53 PM Argoid + Harmonic were 2024 clients; check if any 2025 payments
      • nancy · 9/7/2026, 10:37:19 PM Task created
    • 💹
      ongoing 0% Due: 2026-09-25
      • nancy · 9/7/2026, 10:40:02 PM Status: not_started → ongoing (Fidelity/NFS — need 2025 statement + 1099-INT/DIV/B)
      • nancy · 9/7/2026, 10:40:02 PM Fidelity/NFS — need 2025 statement + 1099-INT/DIV/B
      • nancy · 9/7/2026, 10:37:29 PM Task created
    • 🏦
      ongoing 0% Due: 2026-09-25
      • nancy · 9/7/2026, 10:40:12 PM Status: not_started → ongoing (BMO — 2024 had no 1099 forms, just statements; expect same 2025)
      • nancy · 9/7/2026, 10:40:12 PM BMO — 2024 had no 1099 forms, just statements; expect same 2025
      • nancy · 9/7/2026, 10:37:40 PM Task created
    • 🏛️
      ongoing 0% Due: 2026-09-20
      • nancy · 9/7/2026, 10:40:21 PM Status: not_started → ongoing (SF property tax paid Dec 2024 for fiscal year 2024-25; need 2025-26 bill)
      • nancy · 9/7/2026, 10:40:21 PM SF property tax paid Dec 2024 for fiscal year 2024-25; need 2025-26 bill
      • nancy · 9/7/2026, 10:37:49 PM Task created
    • 🏦
      ongoing 0% Due: 2026-09-25
      • nancy · 9/7/2026, 10:40:30 PM Status: not_started → ongoing (FirstTech 1098 — typically arrives Jan 2026)
      • nancy · 9/7/2026, 10:40:30 PM FirstTech 1098 — typically arrives Jan 2026
      • nancy · 9/7/2026, 10:37:59 PM Task created
    • 💳
      ongoing 0% Due: 2026-09-25
      • nancy · 9/7/2026, 10:40:40 PM Status: not_started → ongoing (Check if HELOC still active in 2025)
      • nancy · 9/7/2026, 10:40:40 PM Check if HELOC still active in 2025
      • nancy · 9/7/2026, 10:38:07 PM Task created
    • 🛡️
      ongoing 0% Due: 2026-09-20
      • nancy · 9/7/2026, 10:40:49 PM Status: not_started → ongoing (The 2024 receipt is on Drive; need 2025 payment receipts)
      • nancy · 9/7/2026, 10:40:49 PM The 2024 receipt is on Drive; need 2025 payment receipts
      • nancy · 9/7/2026, 10:38:16 PM Task created
    • 💡
      ongoing 0% Due: 2026-09-25
      • nancy · 9/7/2026, 10:40:58 PM Status: not_started → ongoing (PGE + SFPUC — pull 2025 statements for Sched E utilities line)
      • nancy · 9/7/2026, 10:40:58 PM PGE + SFPUC — pull 2025 statements for Sched E utilities line
      • nancy · 9/7/2026, 10:38:26 PM Task created
    • 🇫🇷
      ongoing 0% Due: 2026-09-20
      • nancy · 9/7/2026, 10:41:07 PM Status: not_started → ongoing (Need .xlsx/.gsheet analog to 2024 source: US Tax 09_2025 Itemized List)
      • nancy · 9/7/2026, 10:41:07 PM Need .xlsx/.gsheet analog to 2024 source: US Tax 09_2025 Itemized List
      • nancy · 9/7/2026, 10:38:36 PM Task created
    • 🌍
      ongoing 0% Due: 2026-10-12
      • nancy · 9/7/2026, 10:41:16 PM Status: not_started → ongoing (Update account list from 2024 filing (FBAR FX25-00811179 accepted Oct 2025))
      • nancy · 9/7/2026, 10:41:16 PM Update account list from 2024 filing (FBAR FX25-00811179 accepted Oct 2025)
      • nancy · 9/7/2026, 10:38:45 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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