Gross Taxable Gains (YTD)
+$260.70
Schwab ...596/Crypto + AE Experiment
Form 8949 Trading Friction
-$1.00
Gas ($0.45) + Slippage ($0.35) + Exch ($0.20)
Schedule C Infra Expenses
-$45.50
Host + Server + Ship + Internet + Cell
Earmarked for Actual Roth IRA
+$214.20
Deposit by April 15, 2027 (IRC § 408A)
22% Deduction Tax Shield
+$10.23
Total Offsets: -$46.50 Combined
Remaining $7,000 Roth Cap
$6,785.80
Net After 22% Reserve: $167.08
โ Record Taxable Gain, Trade Friction, or Sovereign Node Expense (HomeTree PCID)
8 Deductible Categories Active
๐ก๏ธ 8-Category Deductible Shield & April 15th Roth Progress
PCID: verified
April 15th Actual Roth IRA Cap Utilization ($214.20 / $7,000.00)
3.06%
| IRS Schedule / Category | Deductible Offset | 22% Tax Saved |
|---|
๐ณ HomeTree Epistemic Tax & Expense Ledger (Click Any Row for PCID & S3 Provenance)
| Event ID | Timestamp (UTC) | Source | Symbol / Item | Gross Gain | Form 8949 Friction | Schedule C Infra | Net Taxable Impact | HomeTree PCID |
|---|
๐งพ Interactive 4-Step IRS Return Filer (AI-tax-agent + Sovereign_Node_Go)
Live Form 1040 + 8949 + Sched C/D
๐ Form 1040 Output & Smart Filing Status Optimizer
Go Binary Verified
Smart Filing Status Comparison Matrix (Single vs. Head of Household vs. Joint)
| Filing Status | Std Deduction | Taxable Income | Federal Tax Owed | Effective / Marginal |
|---|
๐ IRS Form 8949 (Part I โ Short-Term Capital Asset Dispositions & Friction Cost-Basis Adjustments)
Auto-Populated from HomeTree
| (a) Description of Property | Source | Holding Period | (d) Gross Proceeds / Gain | (g) Gas/Slippage/Fee Basis Adj. | (h) Net Capital Gain |
|---|
๐ค Sovereign AI CPA & Tax Strategy Advisor (IRC § 408A / § 162 / § 1001)
Sovereign-CPA-Engine-v4.2
โ๏ธ Authoritative IRC Citations & Smart Strategy Card
Audit-Ready Substantiation
๐ฆ Official IRS & CPA Filing Packet Downloads
--secure-irs Handshake Ready
Download cryptographically anchored tax filing artifacts generated directly from your HomeTree ledger and the recovered Sovereign_Node_Go tax engine:
๐ฅ 1. Download Official Form 8949 + Schedule C + Roth Worksheet CSV (sovereign_form8949_schedC_2026.csv)
๐ 2. Download Sovereign_Node_Go --secure-irs JSON Filing Packet (sovereign_irs_filing_packet_2026.json)
๐จ๏ธ 3. Open Printable / Save-as-PDF Official Tax Return Summary & E-Signature Block
โ
12-Gate Automated Field-Level QA Verification Scorecard
| Gate | Verification Check | Status | Live Telemetry Detail |
|---|
๐ 9-Stage Closed-Loop Supersystem & 4-Chain Isomorphic Provenance (HomeTree Semantic Graph ↔ DocMesh Lineage Graph)
๐ View Raw Lineage JSON