EnRoute Growth Platform · Confidential X · 2020 Tax Year

2020 Form 1040 Original Return · Deep Extract v2

Partner 1+2 · 2020 Federal Return Deep Extract v2 (ORIGINAL · Confidential X)

{{2020 TaxYear Specialist · oversight Gemma + Vesta + Betty + Hakeem}}

Extracted: 2026-06-24 · v2 deep enrichment over v1 baseline
Filing version: ORIGINAL (e-filed 2021-07-18)
Source PDF: QA_2020_REDACTED_Partner 1-2-2020-si-unlocked_Redacted_FINAL_2026-06-24-1113.pdf
Source text sidecar: _extracted/QA_2020_REDACTED_Partner 1-2-2020-si-unlocked_Redacted_FINAL_2026-06-24-1113.txt (~2,048 lines)
DocuSign envelope: FB8283DE-D9C8-4CA1-B2BB-0474378A27DF
Submission ID: 5470002021200kuc6xxu
Preparer letter date: 2021-07-20 · ERO signed: 2021-07-18
Filing status: Married Filing Jointly · 2 dependent sons (both born 2011)
Extraction confidence: HIGH (95%)
7-entity canonical roster: APPLIED (4 Sch C LLCs + 1 Sch E rental Trust + 2 SCP K-1 partnerships)
Pandemic year: 2020 COVID-19 tax year (CARES Act + Consolidated Appropriations Act Dec 2020)

Section 1 · Form 1040 Headline

Line	Item	Amount
1	Wages (combined W-2s)	170,212
6b	Taxable SSA	0
8	Other income from Schedule 1	(59,927)
9	Total income	110,285
10c	Total adjustments (half-SE)	576
11	AGI	109,709
12	Standard deduction (MFJ 2020)	24,800
13	QBI deduction	0
14	Sum of 12 + 13	24,800
15	Taxable income	84,909
16	Tax (tax tables)	10,264
17	Sch 2 line 3 (AMT)	862
18	Sum 16 + 17	11,126
19	CTC nonrefundable (2 sons x $2,000)	4,000
21	Total nonrefundable credits	4,000
22	Tax after credits	7,126
23	Other taxes from Sch 2 (SE)	1,152
24	Total tax	8,278
25a/d	Federal withholding (W-2)	10,675
33	Total payments	10,675
34	Overpayment	2,397
35a	Federal refund	2,397
37	Amount owed	0

Source anchor: OCR sidecar lines 1-200 (Form 1040 face).

Section 2 · Schedule 1 · Additional Income and Adjustments

Line	Item	Amount
Part I line 3	Business income (4 Sch C aggregate)	8,148
Part I line 5	Rental, partnership, S corp (Sch E)	(21,592)
Part I line 8	Other income · NOL deduction	(46,483)
Part I line 9	Total additional income	(59,927)
Part II line 14	Deductible half of SE tax	576
Part II line 22	Total adjustments	576

Cross-foot: Sch C aggregate 8,148 = 10,364 + (-2,952) + 134 + 602. Verified.

Section 3 · Schedule 2 · Additional Taxes

Line	Item	Amount
1	AMT (Form 6251)	862
3	Total Part I	862
4	SE tax (Sch SE combined)	1,152
10	Total other taxes	1,152

Section 4 · Schedule C Per-Entity Breakdown (7-Entity Roster · 4 LLCs)

4.1 · GE LLC · Product Supply (Sch C #1 · NAICS 423990)

Line	Item	Amount
1	Gross receipts	115,349
2	Returns and allowances	2,489
4	COGS	83,926
5/7	Gross profit / income	28,934
8	Advertising	900
15	Insurance	5,040
23	Taxes and licenses	475
24a	Travel	177
24b	Meals	40
27a	Other expenses	11,938
28	Total expenses	18,570
31	Net profit	10,364

COGS detail: purchases 80,248 · other costs 3,678 · total 83,926. Other expenses Part V: bank service 555 · computer and internet 1,035 · web and graphic design 750 · web domain 6,218 · software cloud infra 2,626 · prof fees 595 · office supplies 159.

Carry-forward rationale: exact NAICS 423990 continuous (gross 47k -> 75k -> 115k across 2018/2019/2020). Web domain $6,218 fingerprint identical to 2019.

4.2 · QE LLC · Conferences, Meetings, Corporate Events (Sch C #2 · NAICS 541990)

Line	Item	Amount
1	Gross receipts	1,875
5/7	Gross profit / income	1,875
23	Taxes and licenses	129
27a	Other expenses	4,698
28	Total expenses	4,827
31	Net loss	(2,952)

Other expenses Part V: computer internet 650 · CPE 313 · postage 3 · software 942 · telecomm 1,447 · office supplies 978 · bank fees 70 · professional advisors 295.

4.3 · GGE LLC · Product Supply Second (Sch C #3 · NAICS 541510)

NAICS shifted from 541512 in 2019 to 541510 in 2020 (still GGE LLC slot per carry-forward).

Line	Item	Amount
1	Gross receipts	18,547
4	COGS	15,578
5/7	Gross profit / income	2,969
8	Advertising	1,800
23	Taxes and licenses	150
27a	Other expenses	885
28	Total expenses	2,835
31	Net profit	134

Other expenses Part V: domain hosting 75 · cloud hosting 810.

4.4 · CI LLC · Real Estate Advisory and Consulting (Sch C #4 · NAICS 531390 · Falls Church VA)

Line	Item	Amount
1	Gross receipts	24,876
4	COGS	19,830
5/7	Gross profit / income	5,046
8	Advertising	215
17	Legal and professional	354
18	Office expense	198
22	Supplies	185
23	Taxes and licenses	200
24a	Travel	87
24b	Meals	19
27a	Other expenses	3,186
28	Total expenses	4,444
31	Net profit	602

COGS detail: purchases 17,028 · other costs 2,802 · total 19,830. Other expenses Part V: software infrastructure 1,896 · prof advisors 200 · subscriptions 775 · telecomm 315.

Note: source PDF shows "Falls Chuch" typo · preserved as-is per no-fabrication canon.

4.5 · Schedule C Aggregate Cross-Foot

10,364 + (-2,952) + 134 + 602 = 8,148 · ties to Sch 1 line 3.

Section 5 · Schedule E · Rental + K-1 Partnerships

5.1 · Part I · Real Estate Trust #1 · Rental Townhome (SFR Type 1)

Line	Item	Amount
3	Rents received	25,020
6	Auto and travel	112
9	Insurance	3,065
11	Management fees	2,502
12	Mortgage interest	11,180
14	Repairs	1,422
16	Taxes	4,920
18	Depreciation	9,552
19	Other expenses	3,094
20	Total expenses	35,847
21	Income/(loss) before limitation	(10,827)
22	Deductible after Form 8582 limitation	(10,827)
26	Rental real estate total	(10,827)

Line 19 detail: HOA 992 · landscaping 239 · pest control 69 · service contracts 30 · storage 1,764 · total 3,094.

Carry-forward: same townhome continuous. Depreciation increased to $9,552 (added windows asset 2020-01-24, basis $6,585).

5.2 · Part II · SCP K-1 Partnerships

Row	Entity	Type	Passive Loss (col i)
A	SCP Partner 1 K-1	P	(5,382)
B	SCP Partner 2 K-1	P	(5,383)
	Line 29b passive loss total		(10,765)
	Line 31 subtotal		(10,765)
	Line 32 P/S-corp total		(10,765)

Near-50/50 allocation consistent with 2-partner SCP structure.

5.3 · Part V Summary

Line 41 total income/(loss) = (21,592) · ties to Sch 1 line 5.

Section 6 · Schedule SE · Self-Employment Tax (Per Taxpayer)

6.1 · Taxpayer 1

Line	Item	Amount
2	Net profit from Sch C or K-1	736
4c	Net SE earnings	680
8a	SS wages from W-2	129,145
10	SS portion of SE tax	84
11	Medicare portion	20
12	Total SE tax	104
13	Half-SE deduction	52

6.2 · Taxpayer 2

Line	Item	Amount
2	Net profit from Sch C or K-1	7,412
4c	Net SE earnings	6,845
8a	SS wages from W-2	47,154
10	SS portion of SE tax	849
11	Medicare portion	199
12	Total SE tax	1,048
13	Half-SE deduction	524

Combined SE tax = 1,152 (ties Sch 2 line 4). Combined half-SE = 576 (ties Sch 1 line 14).

Section 7 · Form 6251 · Alternative Minimum Tax (AMT)

Line	Item	Amount
1	Taxable income	84,909
2a	Itemized or std deduction addback	24,800
2e	NOL addback	46,483
4	AMTI	156,192
5	Exemption (MFJ 2020 = $113,400)	113,400
6	AMTI after exemption	42,792
7	Tentative AMT (26% / 28% rate calc)	11,126
9	Tentative minimum tax	11,126
10	Regular tax	10,264
11	AMT to Sch 2 line 1	862

AMT triggered primarily by the $46,483 NOL addback (line 2e).

Section 8 · Form 8995 · QBI Deduction (Simplified)

Per-activity QBI:

Slot	Entity	QBI
i	GE LLC	9,631
ii	QE LLC	(2,743)
iii	GGE LLC	125
iv	CI LLC	559
v	SCP Partner 1 K-1	(5,382)
6_cont	SCP Partner 2 K-1	(5,383)
	Line 2 total QBI	(3,193)
	Line 3 prior-year c/f from 2019	(2,565)
	Line 4 combined	(5,758)
	Line 15 QBI deduction	0
	Line 16 c/f to 2021	(5,758)

Source anchor: OCR sidecar lines 798-820.

Section 9 · Form 8959 · Additional Medicare Tax

Line	Item	Amount
1	Medicare wages from W-2	176,299
4	Total wages/RRTA	176,299
5	MFJ threshold	250,000
6	Excess	0
18	Total additional Medicare tax	0

Section 10 · Form 8960 · Net Investment Income Tax (NIIT)

Line	Item	Amount
4a	Rental/P/S-corp	(21,592)
4b	Adjustment	10,765
4c	Net	(10,827)
8	Total investment income	(10,827)
13	Modified AGI	109,709
14	MFJ threshold	250,000
17	NIIT	0

Section 11 · Form 8582 · Passive Activity Loss Limitation

Line	Item	Amount
1b	Rental active participation loss	(10,827)
1d	Subtotal	(10,827)
4	Total	(10,827)
6	MFJ threshold	150,000
7	Modified AGI	121,112
8	Phaseout excess	28,888
9	Special allowance after phaseout	14,444
10	Allowed loss	(10,827)
16	Total passive losses allowed	10,827

Rental loss FULLY allowed via $25k special allowance (after MFJ phaseout from $100k-$150k AGI band leaves $14,444 cap · still above $10,827 loss · 100% allowed).

K-1 passive losses ($10,765) carried in Worksheet 5 separately [CONFIRM exact c/f amount to 2021].

Section 12 · Form 4562 · Depreciation

12.1 · Federal

Line	Item	Amount
17	MACRS pre-2020 assets	9,323
19h	27.5-year residential rental 2020 addition (basis $6,585)	229
22	Total	9,552

12.2 · Virginia State (Fixed Date Conformity)

Line	Item	Amount
17	MACRS pre-2020	10,676
22	Total	10,905

12.3 · Qualified Property Detail

Activity	Asset	In Service	Recovery	Basis
Sch E: 01	Townhome	2016-05-01	27.5	256,414
Sch E: 01	New HVAC	2018-09-21	7	7,734
Sch E: 01	Windows	2020-01-24	27.5	6,585

Section 13 · NOL Position (Regular and AMT)

13.1 · Regular NOL Worksheet

Item	Amount
Line 23 NOL deduction this year (Sch 1 line 8)	46,483
Line 24 current-year NOL	0

13.2 · Regular NOL Summary Detail

Period	Originated	Used Prior	Available 2020	Used 2020
2015 (5th prec)	34,315	34,315	0	0
2016 (4th prec)	74,956	36,386	38,570	38,570
2017 (3rd prec)	7,913	0	7,913	7,913
2018 (2nd prec)	0	0	0	0
2019 (1st prec)	0	0	0	0
Total used 2020			46,483	46,483

Modified taxable income = 142,219 · NOL carryover to 2021 = $0 (stock fully exhausted).

Source anchor: OCR sidecar lines 1146-1230.

13.3 · AMT NOL Worksheet

AMT NOL available = $0 · AMT NOL used 2020 = $0 · AMT NOL c/f to 2021 = $0. Source anchor: OCR sidecar lines 1300-1379.

13.4 · Reconciliation Gap vs 2019 Carry-Forward Estimate

Source	NOL c/f estimate
2019 v1 extract (computed forward)	39,898
2020 NOL worksheet (canonical IRS-authoritative)	46,483
Gap	6,585

[CONFIRM WITH MARC] · gap of $6,585 corresponds EXACTLY to the new 2020 windows asset basis. Hypothesis: 2019 v1 c/f calculation was pre-2020-windows-asset-aware. Canonical resolution: trust the 2020 worksheet ($46,483 available, all used, $0 to 2021). Logged in _v2_enrichment.NOL_lineage_validation_vs_2019 of the JSON sibling.

Section 14 · Refund Reconciliation

Item	Amount
Total payments (line 33)	10,675
Total tax (line 24)	8,278
Overpayment (line 34)	2,397
Federal refund (line 35a)	2,397

Section 15 · Pandemic-Year Context (NEW v2)

15.1 · CARES Act and Consolidated Appropriations Act Provisions

Provision	Applicable?	Status
Recovery Rebate Credit EIP-1 ($3,400 family)	Yes	NOT CLAIMED ON ORIGINAL · claimed via 1040-X amendment
Recovery Rebate Credit EIP-2 ($2,400 family)	Yes	NOT CLAIMED ON ORIGINAL · claimed via 1040-X amendment
$300 above-the-line charitable (non-itemizer)	Potentially	NOT CLAIMED
RMD waiver	No	TPs under RMD age
Coronavirus-Related Distribution (CRD)	No	No 1099-R / Form 8915-E
PPP loan forgiveness exclusion	No	No PPP loan in any of 4 Sch C
SBA EIDL grant exclusion	No	No EIDL grant income
Employer Retention Credit	N/A	Business-level not individual
Sec 461(l) excess business loss suspension	Favorable but not triggered	Aggregate loss far below cap
FFCRA self-employed sick/family leave (Form 7202)	Potentially	NOT CLAIMED · 4 Sch C + 2 SCP K-1s could have qualified

15.2 · Pandemic Items Confirmed NOT Present (grep-validated)

No "EIDL" hits in OCR sidecar
No "PPP" / "Paycheck Protection" hits
No 1040 line 10b (CARES $300 non-itemizer charitable)
No Form 8915-E (CRD)
No Form 7202 (SE sick/family leave credit)

Section 16 · EIP / Recovery Rebate Credit Mechanic (NEW v2)

This return was the ORIGINAL filing · RRC of $5,800 was MISSED here and added later via 1040-X amendment.

EIP Round	Statutory Basis	TP1	TP2	Child 1	Child 2	Subtotal	IRS Notice
EIP-1	IRC Sec 6428 (CARES Act, Mar 2020)	1,200	1,200	500	500	3,400	Notice 1444
EIP-2	IRC Sec 6428A (CAA, Dec 2020)	600	600	600	600	2,400	Notice 1444-B
	Total RRC					5,800

AGI phaseout check: AGI $109,709 << MFJ phaseout floor $150,000 · FULL entitlement, no phaseout reduction. Qualifying child test: both sons born 2011 · age 9 at end of 2020 · under 17 · qualify for EIP child amounts.

Section 17 · Carry-Forward Stocks Transferring to 2021

Item	Amount
Regular NOL c/f to 2021	0
AMT NOL c/f to 2021	0
QBI loss c/f to 2021 (Form 8995 line 16)	(5,758)
Passive rental loss c/f (Form 8582)	0 (fully allowed in 2020)
K-1 passive loss c/f (Worksheet 5)	[CONFIRM]

Section 18 · Source-Page Anchors (OCR Sidecar)

Form / Section	OCR Lines
Form 1040 face	1-200
Schedule 1	400-450
Schedule 2	460-490
Schedule C (4 LLCs)	500-900 [CONFIRM exact per-entity ranges]
Form 8995 QBI	798-820
Schedule E (rental + K-1s)	900-1080
Form 6251 AMT	1080-1145
NOL Carryover Worksheet	1146-1230
AMT NOL Worksheet	1300-1379
Form 4562 Depreciation	1400-1500 [CONFIRM]
VA state return	1600-1800 [CONFIRM]
Elections attached	1900-2048

Section 19 · Forms Detected vs Confirmed Not Present

Detected

1040 · Sch 1 · Sch 2 · Sch C x4 · Sch E (Parts I + II + V) · Sch SE (TP1 + TP2) · Sch EIC (attached not claimed) · Sch 8812 · Form 6251 · Form 8995 · Form 8959 · Form 8960 · Form 8582 · Form 4562 (Fed + VA) · Form 8867 · NOL Worksheet (Regular + AMT) · Sec 172(b)(3) elections (3x) · Sec 1.263(a)-3(n) elections (2x).

Confirmed Not Present (grep-validated)

Schedule A · Schedule B · Schedule D · Form 8606 · Form 4797 · Form 8889 (HSA) · Form 7202 (FFCRA SE leave) · Form 8915-E (CRD).

Section 20 · 7-Entity Canonical Roster Applied

Slot	Entity	Source	Status
1	GE LLC	Sch C #1 · NAICS 423990	APPLIED
2	QE LLC	Sch C #2 · NAICS 541990	APPLIED
3	GGE LLC	Sch C #3 · NAICS 541510	APPLIED
4	CI LLC	Sch C #4 · NAICS 531390 · Falls Church VA	APPLIED
5	Real Estate Trust #1	Sch E Part I · rental townhome	APPLIED
6	SCP Partner 1 K-1	Sch E Part II row A · type P	APPLIED
7	SCP Partner 2 K-1	Sch E Part II row B · type P	APPLIED

Zero ambiguous flags. Mapping unambiguous on NAICS + expense fingerprint + slot continuity from 2018 baseline.

Section 21 · Cross-Foot Verification

Tie	Source	Target	Status
Sch C aggregate $8,148	Sch C totals	Sch 1 line 3	OK
Sch E total (21,592)	Sch E line 41	Sch 1 line 5	OK
NOL (46,483)	Sch 1 line 8	NOL worksheet line 23	OK
Sch 1 line 9 (59,927)	computed	1040 line 8	OK
AGI 109,709	computed	1040 line 11	OK
Taxable income 84,909	computed	1040 line 15	OK
AMT 862	Form 6251 line 11	Sch 2 line 1	OK
SE tax 1,152	Sch SE combined	Sch 2 line 4	OK
CTC 4,000	Sch 8812	1040 line 19	OK
Total tax 8,278	computed	1040 line 24	OK
Federal refund 2,397	computed	1040 line 35a	OK

All cross-foots verified.

Section 22 · VA State Return Summary

Item	Amount
Federal AGI (yourself)	109,709
VA AGI (yourself)	108,356
VA taxable income (yourself)	93,132
VA income tax (yourself)	4,838
VA withholding (spouse)	1,831
VA withholding (yourself)	6,262
VA refund	3,255

Section 23 · Blockers and Open Items

NOL reconciliation gap $6,585 between 2019 v1 c/f estimate ($39,898) and 2020 worksheet available ($46,483). Hypothesis: pre-windows-asset estimate. [CONFIRM WITH MARC] · canonical resolution: trust 2020 worksheet.
K-1 passive loss c/f from Worksheet 5 not extracted at exact line. [CONFIRM].
Source-page references per Sch C entity not captured at exact OCR-line granularity. [CONFIRM] · narrow to general ranges in Section 18.
IRS Notice 1444 / 1444-B receipt confirmations not in source package (preparer-only return copy). [CONFIRM] taxpayer-side.

Section 24 · Oversight Trail

Persona: 2020-TaxYear Specialist
Oversight: Gemma + Vesta + Betty + Hakeem
Hard rules respected: no em-dashes · no .net references to Marc · no Marc-identity attribution to SCP Partner 1/2 · NDA-blocked SCP Partner labels · cite source page where available · [CONFIRM] flagged for ambiguous items · no permission re-asks · 5-format ship pattern applied
Decisions logged: state/2020-tax-year-agent-decisions.jsonl
Carry-forward authority: Marc directive 2026-06-24 "carry-forward the 2018 inputs to 2019, 2020, 2021"
v2 enrichment authority: Marc P0 directive 2026-06-24 (5-format pipeline · pandemic context · NOL lineage · EIP mechanic)