CERT-003
Retired Couple on Pension and Social Security
Married-filing-jointly retirees with Social Security benefits for both spouses, a taxable pension distribution, savings interest, and qualified dividends from a single brokerage account.
Enqueues this client's Return Summary onto the work queue. The paired Windows Agent picks the job up on its next poll and drives TaxProLink end-to-end. Requires a paired workstation with the Agent online and a TaxProLink session the preparer has signed in to.
Run Certification
Dispatches this Certification Client to the paired Windows Agent.
Engine-only simulator runs live at /dev/simulator.
Navigation & Mapper Probe (v0.1.56)
Read-only TPL probe. The form_grid_dom probe stops at the grid; the new form_entry_dom probe (v0.1.56) continues through Add New and enumerates every editable field on the blank entry form so we can build the mapper. Neither probe types a value or clicks Save. Every completed run is auto-saved and listed below.
Form Grid DOM probe (generalized)
Fill and save Personal Information first (or run CERT-001). Enter the tree anchor id (e.g. 1099R, 1099INT, 1099DIV, W2), then press Capture. The probe locates the live treeview frame by URL pattern, dumps every anchor, synthetic-clicks the requested anchor, polls for the grid frame, and dumps every control + every onclick attribute containing nextCall=. It stops there.
Legacy probes (inspection only)
Recent probe captures (auto-saved)
No captures yet.
Tax year
2025
Population
Retirees
Expected reconciliation outcome
All match
Name
Walter & Eileen McKinney
Filing status
Married filing jointly
Household
Two retirees, no dependents
Location
Homeowners — Sarasota, FL
Long-term clients, both fully retired. Walter receives a pension from Gulf Coast Manufacturing; both spouses receive Social Security. Interest and dividends from a single brokerage and credit union account.
- Walter's full pension distribution is taxable (code 7 — normal)
- Social Security received by both spouses
- No itemized deductions; standard deduction with age 65+ add-on applies
- Refund electing direct deposit
- Tax Organizer (signed)Organizer
- SSA-1099 — WalterSSA-1099
- SSA-1099 — EileenSSA-1099
- 1099-R — Gulf Coast Manufacturing Pension Trust1099-R
- 1099-INT — Bayfront Credit Union1099-INT
- 1099-DIV — Harborline Brokerage1099-DIV
- Tax OrganizerOrganizer
- SSA-1099 (x2)SSA-1099
- 1099-R — Pension1099-R
- 1099-INT — Credit union savings1099-INT
- 1099-DIV — Brokerage1099-DIV
- Verify preparer's TaxProLink session is open
- Enter primary taxpayer (Walter)(Form 1040)
- Enter spouse (Eileen)(Form 1040)
- Confirm digital-asset question(Form 1040)
- Enter the 1099-R from Gulf Coast Manufacturing(Form 1099-R)
- Enter the 1099-INT from Bayfront Credit Union(Form 1099-INT)
- Enter the 1099-DIV from Harborline Brokerage(Form 1099-DIV)
- Enter both SSA-1099 records(SSA-1099)
- Set federal refund disposition (direct deposit)
- Submit for read-back verification
No items expected to require preparer review.
Execution
10 steps — Completed
Personal + spouse + 1099-R + 1099-INT + 1099-DIV + 2 SSA-1099 + refund.
Reconciliation
6 forms, 6 matches, 0 review items
Completed return
AGI $45,000 – $55,000 (after SS taxability)
Refund: ~$600 – $1,000
- Standard deduction with age-65+ add-on (both spouses)
- Partial taxability of Social Security benefits
- Qualified-dividend preferential rate
- Refund via direct deposit
rs_cert003 · version 0.1.0
Permanent demonstration. SSNs, EINs, account numbers, and benefit amounts are fictional. Numbers are sized to produce a small, internally consistent refund after SS taxability and age 65+ deductions.