Abbicus
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CERT-1099R-MULTI

Multiple 1099-R Certification

Single filer with THREE pension/IRA distributions (1099-R). Certifies that Abbicus can iterate the certified grid pattern once per entry — tree → grid → Add New → fill → Save → return to grid — for multiple records in a single run. No W-2, no Additional Information.

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.

Diagnostics

Behind-the-scenes checks Abbicus runs before each execution: agent, Chrome tab, expected screen, anchor field, plus the full top URL / frame map / tab list on failure.

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    Agent version

    Expected v0.1.80

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    Chrome / CDP reachable

    not yet checked

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    TaxProLink tab attached

    not yet checked

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    Expected screen detected

    not yet checked

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    First field focused by agent

    not yet checked

Run Certification

Run Preflight above. This button enables when all preflight checks pass.

Chained run (2 screens, one click)

  1. Personal Information — Fill the Personal Information page (name, DOB, address, contact, filing status, 1095-A=No), Save, and verify TPL advances off the screen.
  2. 1099-R Entry — From TPL parked on Personal Information (or the return open), Abbicus navigates Federal Income → 1099-R via the treeview, clicks Add New from the grid, fills one 1099-R entry, and Saves.

Abbicus deep-link navigates between screens. No operator-manual step in between.

Manage workstations

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

Basic W2

Expected reconciliation outcome

All match

Client profile

Name

Marlow K. Ashford

Filing status

Single

Household

One adult, no dependents

Location

Retiree — Round Rock, TX

Organizer summary

Single retiree with three retirement distributions from separate payers reported on Form 1099-R.

  • No W-2, no self-employment
  • Three 1099-Rs (all normal / code 7)
  • No dependents
Source documents
The package of documents this client provided to the preparer.
  • Tax Organizer (signed)Organizer
  • Form 1099-R — Cedar Grove Pension Trust1099-R
  • Form 1099-R — Lone Star IRA Custodians1099-R
  • Form 1099-R — Meridian Annuity Group1099-R
Document checklist
Source documents the preparer would receive from this client.
  • Tax OrganizerOrganizer
  • 1099-R — Cedar Grove Pension Trust1099-R
  • 1099-R — Lone Star IRA Custodians1099-R
  • 1099-R — Meridian Annuity Group1099-R
Expected supported forms
Form 1040
Form 1099-R
Expected Abbicus workflow
Preparer-facing description of the steps Abbicus will perform.
  1. Verify preparer TaxProLink session is live(—)
  2. Enter taxpayer personal information and Save(Form 1040)
  3. Navigate to Federal Income → 1099-R grid(—)
  4. Add New; fill 1099-R #1 (Cedar Grove) and Save(Form 1099-R)
  5. Return to grid; Add New; fill 1099-R #2 (Lone Star IRA) and Save(Form 1099-R)
  6. Return to grid; Add New; fill 1099-R #3 (Meridian Annuity) and Save(Form 1099-R)
  7. Return diagnostic payload for review(—)
Expected review items

No items expected to require preparer review.

Expected outcomes
Frozen reference outcomes used by regression and demos.

Execution

3 steps — Completed

Chained: session_check → Personal Information (save) → 1099-R grid iterated 3× (Add New/fill/save/return-to-grid).

Reconciliation

4 forms, 4 matches, 0 review items

Completed return

AGI $70,000 – $80,000

N/A (multi-entry cert — reconciliation not scored)

  • Single
  • Standard deduction
  • Three 1099-Rs
Return Summary
A canonical Return Summary is attached to this client and ready for the engine.

rs_cert1099r_multi · version 0.1.0

Authoring notes

Multi-entry certification. All identity, TIN, and account values are fictional. Safe for demos and cert runs.