Forms
| Form | Filed with | Due | Extension | Status | Action |
|---|---|---|---|---|---|
| Form 1040U.S. individual income tax return. Extended on Form 4868 on 20 March. | Internal Revenue Service | 15 Oct 2026was 15 Apr | 1 of 1 used | open | |
| PA-40Follows the federal extension on its own. There is no separate form to file. | Pennsylvania Department of Revenue | 15 Oct 2026was 15 Apr | 1 of 1 used | open | |
| NJ-1040New Jersey does not follow the federal extension. It needs its own, and nobody has filed it. | New Jersey Division of Taxation | 15 Apr 2026 | Not extended · 1 available | open |
Phases
| Phase / task | Assignee | Dates | Hours in it | Status | Action |
|---|---|---|---|---|---|
| Engagement letter receivedno tasks | Wren Halliday | 2 Mar – 4 Mar · took 3 days | 1.0 h | complete | Completed |
| Client information receivedMilestoneno tasks | Wren Halliday | 9 Mar – 18 Mar · took 10 days | 1.5 h | complete | Completed |
| Front endno tasks | Alina Roth | 19 Mar – 27 Mar · took 9 days | 7.5 h | complete | Completed |
| Preparationno tasks | Alina Roth | 30 Mar – 7 Apr · took 9 days | 9.5 h | complete | Completed |
| Detail reviewno tasks | Colin Berg | opened 8 Apr · day 2 | 3.5 h | in progress | Waits for Colin Berg |
| No tasks. The review is the phase, and completing it is the whole of it. | |||||
| Delivered to the clientno tasks | Tessa Nunn | planned 13 Apr – 15 Apr | — | not started | Not yet |
| E-file acceptanceno tasks | Wren Halliday | planned 16 Apr – 20 Apr | — | not started | Not yet |
Notes
DP
Type @ to name somebody on this project. The note lands on their Home; nothing is emailed.
CB
Colin Berg8 Apr, 11:15
The federal and Pennsylvania are extended to October. New Jersey is not, so 15 April is still the date this return answers to. The extension is not breathing room.
AR
Alina Roth2 Apr, 16:00
One preparation covers the federal return and both states. The Pennsylvania schedule waited on the rental basis the client sent late, which is where the extra time went.
