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CERT-005

Rental & Investment Household

Married-filing-jointly household with wages, a single-family rental, long-term and short-term brokerage sales, a partnership K-1, and a small passive Foreign Tax Credit on foreign dividends.

Ready to run
Launch a run
Dispatch this Certification Client for execution. Certification runs only execute on the paired Windows Agent.

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.

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Dispatches this Certification Client to the paired Windows Agent.

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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.

Demonstration profile

Tax year

2025

Population

Rental Property

Expected reconciliation outcome

Match with review items

Client profile

Name

Marcus & Liana Whitfield

Filing status

Married filing jointly

Household

Two adults, no dependents

Location

Homeowners — Charlotte, NC

Organizer summary

Long-term clients. Marcus is salaried at Piedmont Analytics. They own one rental property in Asheville and a taxable brokerage account with international index funds. Liana holds a passive partnership interest in a small investment LP. No life events.

  • Schedule E — one residential rental, full-year rental use, active participation
  • 1099-B — two summary lots (long-term + short-term, both covered)
  • 1099-DIV — foreign tax paid on international fund dividends
  • Schedule K-1 (partnership) — Liana's passive interest in Catawba Capital LP
  • Form 1116 — passive-category FTC using simplified election
Source documents
The package of documents this client provided to the preparer.
  • Tax Organizer (signed)Organizer
  • Form W-2 — Piedmont AnalyticsW-2
  • Schedule E workpaper — 118 Spruce Hollow RdSchedule E support
  • 1099-B — Carolinas Brokerage1099-B
  • 1099-DIV — Carolinas Brokerage (international fund)1099-DIV
  • Schedule K-1 — Catawba Capital LPK-1 (1065)
Document checklist
Source documents the preparer would receive from this client.
  • Tax OrganizerOrganizer
  • W-2 — Piedmont AnalyticsW-2
  • Schedule E workpaperSchedule E support
  • 1099-B — brokerage proceeds1099-B
  • 1099-DIV — international fund w/ foreign tax1099-DIV
  • Schedule K-1 — Catawba Capital LPK-1 (1065)
Expected supported forms
Form 1040
Schedule B
Schedule D
Form 8949
Schedule E
Form 1116 (Foreign Tax Credit)
Expected Abbicus workflow
Preparer-facing description of the steps Abbicus will perform.
  1. Verify preparer's TaxProLink session is open
  2. Enter primary taxpayer (Marcus)(Form 1040)
  3. Enter spouse (Liana)(Form 1040)
  4. Confirm digital-asset question(Form 1040)
  5. Enter the W-2 from Piedmont Analytics(Form W-2)
  6. Enter the 1099-DIV from Carolinas Brokerage(Form 1099-DIV)
  7. Enter the 1099-B summary rows (long-term + short-term)(Form 1099-B / 8949)
  8. Enter the Asheville rental property(Schedule E)
  9. Enter the partnership K-1 (Catawba Capital LP)(Schedule K-1)
  10. Enter the passive-category Form 1116 (simplified election)(Form 1116)
  11. Set federal refund disposition (direct deposit)
  12. Submit for read-back verification
Expected review items
  • Schedule EConfirm depreciation aggregate matches the prior-year depreciation schedule.
  • Form 1116Foreign tax paid is below the MFJ $600 simplified threshold; preparer should confirm the simplified-election posture is appropriate.
Expected outcomes
Frozen reference outcomes used by regression and demos.

Execution

12 steps — Completed

Personal + spouse + W-2 + 1099-DIV + 2× 1099-B + Schedule E + K-1 + Form 1116 + refund.

Reconciliation

9 forms, 9 matches, 2 review items

Completed return

AGI $170,000 – $185,000

Balance due: ~$1,000 – $2,500

  • Standard deduction (MFJ)
  • Schedule E rental — small net profit after depreciation
  • Long-term capital gain at preferential rate
  • Passive partnership income (Catawba Capital LP)
  • Passive-category Foreign Tax Credit via simplified election
Return Summary
A canonical Return Summary is attached to this client and ready for the engine.

rs_cert005 · version 0.1.0

Authoring notes

Permanent demonstration. All identifiers, EINs, and account numbers are fictional. Marketplace coverage is intentionally omitted: a household at this income level would not realistically qualify for APTC. Foreign tax of $184 falls under the MFJ $600 simplified-election threshold; Form 1116 is recorded with the simplified-election flag set so the reconciliation report surfaces it as a preparer review item rather than a hard requirement.