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

Last updated: 9/13/2026, 12:44:21 PM | Total tasks: 38 | KPIs: 6
⏱️
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)
14 items →
Source: Re-audit 2026-09-07: source US Tax 2025/ has 16 income docs; dest us revenues 2025/ has only Henda W-2 → 14 gaps
Updated 9/7/2026, 10:42:20 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
📊
Source-vs-dest coverage (file parity)
12 percent →
Source: 14 of 14 source-side input categories missing in dest (income + deductions + foreign)
Updated 9/7/2026, 10:42:30 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 done 100% M-gather
🔴 I-airbnb Airbnb 1099-K + HOST Act decision for 3565 Market St done 100% M-gather
🔴 I-rental-pl 3565 Market St P&L for 2025 (income + all expenses) ongoing 45% 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) done 100% 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) done 100% 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
🏥 I-henda-1095c Henda Form 1095-C 2025 (UC employer health coverage) done 100% M-gather
📄 I-henda-w2 Henda W-2 2025 (University of California) done 100% M-gather
🎓 I-morsy-student-loan Morsy student loan 1098-E 2025 (Aidvantage) done 100% M-gather
📄 I-ringcentral-w2 Morsy W-2 RingCentral 2025 (second employer) done 100% M-gather
🏥 I-ringcentral-1095c RingCentral 1095-C 2025 Morsy done 100% M-gather
🦷 I-morsy-guardian-dental Morsy Guardian dental claim 2026-01-30 (RingCentral plan) — 'Save for tax purposes' per doc 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 (17)

📑

2025 US Tax Return (MFJ, Oct 15 2026)

ROOT |
📥

Gather all 2025 income + deduction documents

M-gather | ROOT
🔴

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

I-rental-pl | 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
👧

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
🦷

Morsy Guardian dental claim 2026-01-30 (RingCentral plan) — 'Save for tax purposes' per doc

I-morsy-guardian-dental | M-gather

done (10)

🔴

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
📋

Build Schedule C (Specialized EMTB + Uber dropped)

I-sched-c | M-build
🏠

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

I-airbnb-1099k | M-gather
🏥

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

I-vonage-1095c | M-gather
🏥

Henda Form 1095-C 2025 (UC employer health coverage)

I-henda-1095c | M-gather
📄

Henda W-2 2025 (University of California)

I-henda-w2 | M-gather
🎓

Morsy student loan 1098-E 2025 (Aidvantage)

I-morsy-student-loan | M-gather
📄

Morsy W-2 RingCentral 2025 (second employer)

I-ringcentral-w2 | M-gather
🏥

RingCentral 1095-C 2025 Morsy

I-ringcentral-1095c | M-gather

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 35% 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 done 100% M-gather
🔴 I-airbnb Airbnb 1099-K + HOST Act decision for 3565 Market St done 100% M-gather
🔴 I-rental-pl 3565 Market St P&L for 2025 (income + all expenses) ongoing 45% 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) done 100% 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) done 100% 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
🏥 I-henda-1095c Henda Form 1095-C 2025 (UC employer health coverage) done 100% M-gather
📄 I-henda-w2 Henda W-2 2025 (University of California) done 100% M-gather
🎓 I-morsy-student-loan Morsy student loan 1098-E 2025 (Aidvantage) done 100% M-gather
📄 I-ringcentral-w2 Morsy W-2 RingCentral 2025 (second employer) done 100% M-gather
🏥 I-ringcentral-1095c RingCentral 1095-C 2025 Morsy done 100% M-gather
🦷 I-morsy-guardian-dental Morsy Guardian dental claim 2026-01-30 (RingCentral plan) — 'Save for tax purposes' per doc ongoing 0% M-gather
📑
ongoing 20% Due: 2026-10-15
MFJ — Morsy + Henda — Form 4868 extended; $70k declared; HRBlock deliverable on Drive
  • nancy · 9/7/2026, 10:42:41 PM RECALIBRATION 2026-09-07 22:42: Morsy clarified — dest folder must reach parity with source US Tax 2025/. Full audit: source has 16 income docs (W-2s, 1099s, statements); dest has only Henda W-2 (00,797) + plumbing receipts. Added 14 missing initiatives covering every gap. Confirmed dashboard live at https://morsy-tax-2025-nancy.pages.dev/ (HTTP 200, 83KB, all 16 task IDs present).
  • 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 35% Due: 2026-09-30
    • nancy · 9/13/2026, 12:11:59 PM 2026-09-13: 3565 Market St 2025 gross rent confirmed at $92,700 ($7,725/mo × 12, full-year long-term tenant). 2024 baseline $64,479 (156 days Airbnb). Dashboard progress: I-morsy-w2, I-ringcentral-w2, I-henda-w2, I-morsy-student-loan, I-vonage-1095c, I-henda-1095c, I-ringcentral-1095c done; I-airbnb, I-airbnb-1099k closed; I-rental-pl in progress (gross rent confirmed, expenses TBD).
    • nancy · 9/13/2026, 12:11:48 PM Progress: 34% → 40%
    • nancy · 9/13/2026, 11:54:15 AM Status: ongoing → ongoing (4 of 12+ doc tasks confirmed (Vonage W-2, RingCentral W-2, Henda W-2, Morsy 1098-E). Morsy had TWO W-2 employers in 2025 — critical for EIC analysis. Multiple 1095-C variants logged.)
    • nancy · 9/13/2026, 11:54:15 AM 4 of 12+ doc tasks confirmed (Vonage W-2, RingCentral W-2, Henda W-2, Morsy 1098-E). Morsy had TWO W-2 employers in 2025 — critical for EIC analysis. Multiple 1095-C variants logged.
    • nancy · 9/13/2026, 11:54:04 AM Progress: 30% → 35%
    • 🔴
      done 100% Due: 2026-09-15
      • nancy · 9/13/2026, 11:53:51 AM IMPORTANT: Morsy had TWO employers in 2025. W-2 #1 = Vonage $260,772.89; W-2 #2 = RingCentral $48,530.25. Total wages = $309,303.14. Both must roll up to 1040 Line 1a. This means EARNED INCOME CREDIT (EIC) phase-outs may apply (AGI likely over phase-out).
      • nancy · 9/13/2026, 11:36:34 AM W-2 Vonage 2025 OCR'd from PDF (scanned image). Employer VONAGE BUSINESS INC, EIN 77-0704688. Box 1 wages $260,772.89; Box 2 fed w/h $60,036.97; Box 3 SS wages $176,100; Box 4 SS tax $10,918.20; Box 5 Medicare wages $275,582.44; Box 6 Medicare tax $4,676.19; Box 12a nonqual plans $819.74; Box 14 CASDI $14,809.55. CA state wages $260,772.89; CA state income tax $19,416.75.
      • nancy · 9/13/2026, 11:36:25 AM Status: done → done (Box 1 wages 60,772.89 | Box 2 fed w/h 0,036.97 | Box 3 SS wages 76,100 | Box 4 SS tax 0,918.20 | Box 5 Medicare wages 75,582.44 | Box 6 Medicare tax ,676.19 | Box 12a nonqual plans 19.74 | Box 14 CASDI 4,809.55 | EIN 77-0704688 | source: /Users/morsy/My Drive (morsy.cheikhrouhou@gmail.com)/priv/TresorPublic/us revenues 2025/W-2 Vonage 2025.pdf (OCR'd))
      • nancy · 9/13/2026, 11:36:25 AM Box 1 wages 60,772.89 | Box 2 fed w/h 0,036.97 | Box 3 SS wages 76,100 | Box 4 SS tax 0,918.20 | Box 5 Medicare wages 75,582.44 | Box 6 Medicare tax ,676.19 | Box 12a nonqual plans 19.74 | Box 14 CASDI 4,809.55 | EIN 77-0704688 | source: /Users/morsy/My Drive (morsy.cheikhrouhou@gmail.com)/priv/TresorPublic/us revenues 2025/W-2 Vonage 2025.pdf (OCR'd)
      • nancy · 9/13/2026, 11:36:11 AM Progress: 0% → 100%
    • 🔴
      done 100% Due: 2026-09-15
      • nancy · 9/13/2026, 12:07:35 PM Progress: 100% → 100%
      • nancy · 9/13/2026, 12:07:23 PM Status: ongoing → done (CLOSED 2026-09-13: property now rented LONG-TERM. No Airbnb/STR activity in 2025. HOST Act decision no longer applies. See I-rental-pl for new documentation list.)
      • nancy · 9/13/2026, 12:07:23 PM CLOSED 2026-09-13: property now rented LONG-TERM. No Airbnb/STR activity in 2025. HOST Act decision no longer applies. See I-rental-pl for new documentation list.
      • 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?
    • 🔴
      ongoing 45% Due: 2026-09-20
      • nancy · 9/13/2026, 12:44:21 PM Progress: 30% → 45%
      • nancy · 9/13/2026, 12:44:11 PM 2026-09-13 EMAIL SWEEP — 3565 Market St 2025 expenses found in morsy.cheikhrouhou@gmail.com: **Vendors/payments (date — vendor — amount — purpose):** Repairs & maintenance (Schedule E Line 14 + Line 7/15): - 2025-01-20 — TaskRabbit (Dee F.) — $56.49 — Plumbing help. Plumbing issues/backup? - 2025-08-17 — Edward Holman (Venmo) — $1,245.00 — Material cost for juniper replanting project - 2025-09-04 — Edward Holman (Venmo) — $855.00 — Landscaping junipers (labor) - 2025-09-15 — Ed Holman — quote sent — Hose Bib & Irrigation Fix in garage (estimate attached; status of completion TBD — search Venmo Sep-Oct for matching payment) - 2025-10-23 — TaskRabbit (Stephen A.) — $80.41 — Plumbing help - 2025-10-28 — TaskRabbit (Stephen A.) — $351.91 — Plumbing help (4.75 hrs) - 2025-10-29 — TaskRabbit (Stephen A.) — $351.91 — Plumbing help (similar amount) - 2025-11-19 — TaskRabbit (Edward H.) — $115.85 — Plumbing help - 2025-11-19 — TaskRabbit (Edward H.) — $115.85 — Plumbing help (possibly same-day revisit) Subtotal identified: $3,172.46 (repairs + landscaping) **Confirmation needed:** - Did the 9/17 or 9/19 hose bib job go through? Search Sep-Oct Venmo for additional Holman payments (none found in this sweep — may have been bundled with juniper work or not yet paid) - Are there more TaskRabbit jobs Jan-Oct I missed (the search showed receipts only, not 'updates' emails)? **Other 2025 expenses NOT YET IN INBOX (need separate retrieval):** - PG&E (electric) — multiple statement emails but no bills retrieved. Need to log in to PG&E or pull from bills@pge.com - SFPUC (water) — NO 2025 emails found in inbox. Need to check SFPUC account separately or look at bank statements - FirstTech 1098 mortgage interest — task I-1098 / I-mortgage, separate - SF Property tax — task I-prop-tax, separate - American Home Shield (home warranty) — only marketing emails found, NO 2025 receipt. Need AHS portal or bank statement. - Zillow Rental Manager — only generic market updates found. No rent collection via Zillow. **TENANT + LEASE confirmation:** - Tenant: Patrick Colville (with wife Clare Goldsmid as property manager, but she's actually the property manager not tenant — emails cc'd both) - Current 2025 rent: $7,725/month per 2026-09-07 rent increase letter - New rent (effective Sep 2026): $7,957/month (+3%) - 2025 gross rent confirmed: $92,700 - Joanna Findlay $245/mo on Venmo = UNRELATED to 3565 Market — possibly Clare's mgmt fee or separate personal matter; does NOT count toward rent received
      • nancy · 9/13/2026, 12:11:27 PM Progress: 15% → 30%
      • nancy · 9/13/2026, 12:11:16 PM 2026-09-13: Per Morsy — 3565 Market St 2025 gross rent = $7,725/month × 12 = $92,700. Full-year long-term tenant. Update: 2024 was $64,479 (156 days); 2025 is $92,700 (365 days). Growth = +$28,221 (+43.8%) YoY. Will update spreadsheet Schedule E Line 3.
      • nancy · 9/13/2026, 12:07:11 PM Progress: 0% → 15%
    • 🟡
      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
    • 🏠
      done 100% Due: 2026-09-15
      • nancy · 9/13/2026, 12:07:59 PM Progress: 100% → 100%
      • nancy · 9/13/2026, 12:07:49 PM Status: ongoing → done (CLOSED 2026-09-13: no Airbnb STR activity in 2025 per Morsy. Verify with Airbnb host dashboard that no 2025 reservations/payouts occurred; if any were issued, would need to verify amount and update.)
      • nancy · 9/13/2026, 12:07:49 PM CLOSED 2026-09-13: no Airbnb STR activity in 2025 per Morsy. Verify with Airbnb host dashboard that no 2025 reservations/payouts occurred; if any were issued, would need to verify amount and update.
      • 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
    • 🚗
      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
    • 🏥
      done 100% Due: 2026-09-15
      • nancy · 9/13/2026, 11:53:40 AM File 600120.pdf = Vonage 1095-C 2025 Morsy CORRECTED. EIN 77-0704688, 101 Crawfords Corner Road, Holmdel NJ 07733. Coverage codes: 1A Jan-Aug, 1H Sept-Dec. Employee only, no dependents listed. CORRECTED box is checked. Filing copy is for recordkeeping only — not attached to 1040.
      • nancy · 9/13/2026, 11:51:37 AM Status: done → done (Vonage 1095-C 2025 for Morsy — CORRECTED form (box checked). EIN 77-0704688. Coverage code 1A Jan–Aug, 1H Sept–Dec (post-correction). Source: /Users/morsy/My Drive.../Vonage 1095-C 2025 Morsy CORRECTED.pdf (OCR'd).)
      • nancy · 9/13/2026, 11:51:37 AM Vonage 1095-C 2025 for Morsy — CORRECTED form (box checked). EIN 77-0704688. Coverage code 1A Jan–Aug, 1H Sept–Dec (post-correction). Source: /Users/morsy/My Drive.../Vonage 1095-C 2025 Morsy CORRECTED.pdf (OCR'd).
      • nancy · 9/13/2026, 11:38:06 AM Status: done → done (Vonage 1095-C for Morsy 2025 — NOT yet located in /Users/morsy/My Drive.../us revenues 2025/. Vonage typically mails 1095-C by March; check email/mail. EIN 77-0704688.)
      • nancy · 9/13/2026, 11:38:06 AM Vonage 1095-C for Morsy 2025 — NOT yet located in /Users/morsy/My Drive.../us revenues 2025/. Vonage typically mails 1095-C by March; check email/mail. EIN 77-0704688.
    • 👧
      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
    • 🏥
      done 100%
      • nancy · 9/13/2026, 11:37:26 AM Status: done → done (Source: Henda Form 1095-C 2025.pdf. UC employer 94-3067788. Code 1A for all 12 months (offer of coverage). Self-only, no enrolled dependents. Form 1095-C is informational — not attached to return. Keep for records.)
      • nancy · 9/13/2026, 11:37:26 AM Source: Henda Form 1095-C 2025.pdf. UC employer 94-3067788. Code 1A for all 12 months (offer of coverage). Self-only, no enrolled dependents. Form 1095-C is informational — not attached to return. Keep for records.
      • nancy · 9/13/2026, 11:37:16 AM Progress: 0% → 100%
      • nancy · 9/13/2026, 11:35:34 AM Task created
    • 📄
      done 100%
      • nancy · 9/13/2026, 11:37:05 AM Employer UNIVERSITY OF CALIFORNIA, EIN 94-3067788. All boxes confirmed via pdftotext (text-layer PDF).
      • nancy · 9/13/2026, 11:36:54 AM Status: done → done (Box 1 $100,797.95 | Box 2 fed w/h $13,520.90 | Box 3 SS wages $111,360.13 | Box 4 SS tax $6,904.33 | Box 5 Medicare wages $111,360.13 | Box 6 Medicare tax $1,614.72 | Box 12a DD $26,141.06 | Box 12b UCRP $10,562.18 | CA wages $100,797.95 | CA state tax $3,091.49 | source: Henda W-2 2025 PYW225S_EE.pdf)
      • nancy · 9/13/2026, 11:36:54 AM Box 1 $100,797.95 | Box 2 fed w/h $13,520.90 | Box 3 SS wages $111,360.13 | Box 4 SS tax $6,904.33 | Box 5 Medicare wages $111,360.13 | Box 6 Medicare tax $1,614.72 | Box 12a DD $26,141.06 | Box 12b UCRP $10,562.18 | CA wages $100,797.95 | CA state tax $3,091.49 | source: Henda W-2 2025 PYW225S_EE.pdf
      • nancy · 9/13/2026, 11:36:45 AM Progress: 0% → 100%
      • nancy · 9/13/2026, 11:35:45 AM Task created
    • 🎓
      done 100%
      • nancy · 9/13/2026, 11:37:47 AM Status: done → done (Box 1 student loan interest = $0.00 (Aidvantage 1098-E 2025, EIN 52-1198289). Source: aidvantage lynn student loan 2025.pdf — letter dated 03/22/2026 confirming $0 interest paid in 2025.)
      • nancy · 9/13/2026, 11:37:47 AM Box 1 student loan interest = $0.00 (Aidvantage 1098-E 2025, EIN 52-1198289). Source: aidvantage lynn student loan 2025.pdf — letter dated 03/22/2026 confirming $0 interest paid in 2025.
      • nancy · 9/13/2026, 11:37:36 AM Progress: 0% → 100%
      • nancy · 9/13/2026, 11:35:55 AM Task created
    • 📄
      done 100%
      • nancy · 9/13/2026, 11:52:33 AM Status: done → done (EIN 94-3322844 | Box 1 wages $48,530.25 | Box 2 fed w/h $9,666.75 | Box 3 SS wages $48,815.25 | Box 4 SS tax $3,026.55 | Box 5 Medicare wages $48,815.25 | Box 6 Medicare tax $707.82 | Box 12a $1,849.98 (code unclear from OCR — likely DD/employer health) | Box 12d AA $380.00 | Box 14 DD $285.00 | CA state wages $50,380.23 | CA state tax $4,211.69 | Source: W-2 RingCentral 2025 Morsy.pdf + overflow page 2 (OCR'd). NOTE: This is a SECOND W-2 — must aggregate with Vonage W-2 on 1040 Line 1a.)
      • nancy · 9/13/2026, 11:52:33 AM EIN 94-3322844 | Box 1 wages $48,530.25 | Box 2 fed w/h $9,666.75 | Box 3 SS wages $48,815.25 | Box 4 SS tax $3,026.55 | Box 5 Medicare wages $48,815.25 | Box 6 Medicare tax $707.82 | Box 12a $1,849.98 (code unclear from OCR — likely DD/employer health) | Box 12d AA $380.00 | Box 14 DD $285.00 | CA state wages $50,380.23 | CA state tax $4,211.69 | Source: W-2 RingCentral 2025 Morsy.pdf + overflow page 2 (OCR'd). NOTE: This is a SECOND W-2 — must aggregate with Vonage W-2 on 1040 Line 1a.
      • nancy · 9/13/2026, 11:52:23 AM Progress: 0% → 100%
      • nancy · 9/13/2026, 11:51:48 AM Task created
    • 🏥
      done 100%
      • nancy · 9/13/2026, 11:52:54 AM Status: done → done (RingCentral 1095-C for Morsy 2025. EIN 94-3322844, 20 Davis Dr Belmont CA 94002. Code 1H/2A Jan-Oct, 1A/2C Nov. Source: RingCentral 1095-C 2025 Morsy.pdf. Informational only — keep for records.)
      • nancy · 9/13/2026, 11:52:54 AM RingCentral 1095-C for Morsy 2025. EIN 94-3322844, 20 Davis Dr Belmont CA 94002. Code 1H/2A Jan-Oct, 1A/2C Nov. Source: RingCentral 1095-C 2025 Morsy.pdf. Informational only — keep for records.
      • nancy · 9/13/2026, 11:52:44 AM Progress: 0% → 100%
      • nancy · 9/13/2026, 11:51:57 AM Task created
    • 🦷
      ongoing 0%
      • nancy · 9/13/2026, 12:00:38 PM Status: not_started → ongoing (Per Morsy 2026-09-13: document itself says 'Important! Save this statement for tax purposes.' Keeping as ongoing, not done — pending Morsy decision on whether it actually affects 2025 return (e.g., medical expense itemized deduction Schedule A). File: /Users/morsy/My Drive.../Guardian dental predetermination 2026-01-30 RingCentral plan.pdf. Plan #00493712, claim #16932302700, provider Matthew Young 1/30/2026.)
      • nancy · 9/13/2026, 12:00:38 PM Per Morsy 2026-09-13: document itself says 'Important! Save this statement for tax purposes.' Keeping as ongoing, not done — pending Morsy decision on whether it actually affects 2025 return (e.g., medical expense itemized deduction Schedule A). File: /Users/morsy/My Drive.../Guardian dental predetermination 2026-01-30 RingCentral plan.pdf. Plan #00493712, claim #16932302700, provider Matthew Young 1/30/2026.
      • nancy · 9/13/2026, 12:00:26 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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