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hard-110000
hard
Prepare the 2025 federal return for case hard-110000. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 151300, "interest": 5353, "dividends": 4664, "business_income": 0, "agi": 161317, "deduction": 31500, "taxable_income": 129817, "tax": 18388, "withholding": 20795, "refund_or_owed": 2407 }
10
[]
hard-110001
hard
Prepare the 2025 federal return for case hard-110001. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 93300, "interest": 0, "dividends": 0, "business_income": 41601, "agi": 134901, "deduction": 15750, "taxable_income": 119151, "tax": 21443, "withholding": 12411, "refund_or_owed": -9032 }
10
[]
hard-110002
hard
Prepare the 2025 federal return for case hard-110002. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 105775, "interest": 1611, "dividends": 0, "business_income": 0, "agi": 107386, "deduction": 15750, "taxable_income": 91636, "tax": 15074, "withholding": 14440, "refund_or_owed": -634 }
8
[]
hard-110003
hard
Prepare the 2025 federal return for case hard-110003. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 269200, "interest": 0, "dividends": 0, "business_income": 2872, "agi": 272072, "deduction": 31500, "taxable_income": 240572, "tax": 43431, "withholding": 26098, "refund_or_owed": -17333 }
9
[]
hard-110004
hard
Prepare the 2025 federal return for case hard-110004. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 76050, "interest": 2378, "dividends": 549, "business_income": 38556, "agi": 117533, "deduction": 15750, "taxable_income": 101783, "tax": 17306, "withholding": 6897, "refund_or_owed": -10409 }
12
[]
hard-110005
hard
Prepare the 2025 federal return for case hard-110005. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 112200, "interest": 2057, "dividends": 1159, "business_income": 0, "agi": 115416, "deduction": 31500, "taxable_income": 83916, "tax": 9593, "withholding": 18024, "refund_or_owed": 8431 }
9
[ "corrected_1099", "corrected_1099" ]
hard-110006
hard
Prepare the 2025 federal return for case hard-110006. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 31225, "interest": 0, "dividends": 1320, "business_income": 0, "agi": 32545, "deduction": 31500, "taxable_income": 1045, "tax": 104, "withholding": 4455, "refund_or_owed": 4351 }
9
[]
hard-110007
hard
Prepare the 2025 federal return for case hard-110007. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 178375, "interest": 0, "dividends": 0, "business_income": 0, "agi": 178375, "deduction": 31500, "taxable_income": 146875, "tax": 22140, "withholding": 19852, "refund_or_owed": -2288 }
8
[]
hard-110008
hard
Prepare the 2025 federal return for case hard-110008. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 164875, "interest": 0, "dividends": 2144, "business_income": 23995, "agi": 191014, "deduction": 15750, "taxable_income": 175264, "tax": 34910, "withholding": 16263, "refund_or_owed": -18647 }
9
[]
hard-110009
hard
Prepare the 2025 federal return for case hard-110009. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 97100, "interest": 4015, "dividends": 3851, "business_income": 22927, "agi": 127893, "deduction": 31500, "taxable_income": 96393, "tax": 11090, "withholding": 7289, "refund_or_owed": -3801 }
13
[]
hard-110010
hard
Prepare the 2025 federal return for case hard-110010. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 263425, "interest": 0, "dividends": 2274, "business_income": 0, "agi": 265699, "deduction": 15750, "taxable_income": 249949, "tax": 57047, "withholding": 38478, "refund_or_owed": -18569 }
7
[]
hard-110011
hard
Prepare the 2025 federal return for case hard-110011. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 130350, "interest": 0, "dividends": 1325, "business_income": 0, "agi": 131675, "deduction": 15750, "taxable_income": 115925, "tax": 20669, "withholding": 20891, "refund_or_owed": 222 }
7
[]
hard-110012
hard
Prepare the 2025 federal return for case hard-110012. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 49525, "interest": 0, "dividends": 0, "business_income": 0, "agi": 49525, "deduction": 31500, "taxable_income": 18025, "tax": 1802, "withholding": 7191, "refund_or_owed": 5389 }
8
[]
hard-110013
hard
Prepare the 2025 federal return for case hard-110013. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 148550, "interest": 1721, "dividends": 0, "business_income": 0, "agi": 150271, "deduction": 19826, "taxable_income": 130445, "tax": 24154, "withholding": 23699, "refund_or_owed": -455 }
8
[ "corrected_1099", "itemizes" ]
hard-110014
hard
Prepare the 2025 federal return for case hard-110014. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 230425, "interest": 3496, "dividends": 0, "business_income": 0, "agi": 233921, "deduction": 31500, "taxable_income": 202421, "tax": 34361, "withholding": 28216, "refund_or_owed": -6145 }
9
[ "corrected_1099", "corrected_1099" ]
hard-110015
hard
Prepare the 2025 federal return for case hard-110015. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 260600, "interest": 509, "dividends": 4053, "business_income": 0, "agi": 265162, "deduction": 15750, "taxable_income": 249412, "tax": 56875, "withholding": 37081, "refund_or_owed": -19794 }
9
[]
hard-110016
hard
Prepare the 2025 federal return for case hard-110016. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 66625, "interest": 0, "dividends": 3917, "business_income": 0, "agi": 70542, "deduction": 15750, "taxable_income": 54792, "tax": 6968, "withholding": 7171, "refund_or_owed": 203 }
8
[]
hard-110017
hard
Prepare the 2025 federal return for case hard-110017. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 92350, "interest": 2685, "dividends": 4486, "business_income": 0, "agi": 99521, "deduction": 28901, "taxable_income": 70620, "tax": 10450, "withholding": 7841, "refund_or_owed": -2609 }
11
[ "corrected_1099", "corrected_1099", "itemizes" ]
hard-110018
hard
Prepare the 2025 federal return for case hard-110018. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 73425, "interest": 457, "dividends": 0, "business_income": 0, "agi": 73882, "deduction": 15750, "taxable_income": 58132, "tax": 7703, "withholding": 7686, "refund_or_owed": -17 }
6
[ "corrected_1099" ]
hard-110019
hard
Prepare the 2025 federal return for case hard-110019. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 206725, "interest": 3627, "dividends": 3978, "business_income": 33211, "agi": 247541, "deduction": 31500, "taxable_income": 216041, "tax": 37544, "withholding": 24234, "refund_or_owed": -13310 }
12
[]
hard-110020
hard
Prepare the 2025 federal return for case hard-110020. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 239825, "interest": 1537, "dividends": 3254, "business_income": 0, "agi": 244616, "deduction": 31500, "taxable_income": 213116, "tax": 36842, "withholding": 34790, "refund_or_owed": -2052 }
9
[]
hard-110021
hard
Prepare the 2025 federal return for case hard-110021. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 98425, "interest": 283, "dividends": 0, "business_income": 29386, "agi": 128094, "deduction": 15750, "taxable_income": 112344, "tax": 19810, "withholding": 10668, "refund_or_owed": -9142 }
10
[ "corrected_1099" ]
hard-110022
hard
Prepare the 2025 federal return for case hard-110022. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 222000, "interest": 1775, "dividends": 235, "business_income": 37125, "agi": 261135, "deduction": 31500, "taxable_income": 229635, "tax": 40806, "withholding": 27610, "refund_or_owed": -13196 }
13
[]
hard-110023
hard
Prepare the 2025 federal return for case hard-110023. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 109100, "interest": 2289, "dividends": 0, "business_income": 0, "agi": 111389, "deduction": 15750, "taxable_income": 95639, "tax": 15955, "withholding": 18285, "refund_or_owed": 2330 }
8
[ "corrected_1099", "corrected_1099" ]
hard-110024
hard
Prepare the 2025 federal return for case hard-110024. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 105650, "interest": 184, "dividends": 0, "business_income": 0, "agi": 105834, "deduction": 31500, "taxable_income": 74334, "tax": 8443, "withholding": 7979, "refund_or_owed": -464 }
8
[]
hard-110025
hard
Prepare the 2025 federal return for case hard-110025. The taxpayer files as married filing jointly. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of th...
{ "filing_status": "married_joint", "wages": 219925, "interest": 0, "dividends": 840, "business_income": 17978, "agi": 238743, "deduction": 31500, "taxable_income": 207243, "tax": 35432, "withholding": 22415, "refund_or_owed": -13017 }
11
[]
hard-110026
hard
Prepare the 2025 federal return for case hard-110026. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 212750, "interest": 0, "dividends": 0, "business_income": 16354, "agi": 229104, "deduction": 15750, "taxable_income": 213354, "tax": 45336, "withholding": 19980, "refund_or_owed": -25356 }
9
[]
hard-110027
hard
Prepare the 2025 federal return for case hard-110027. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 215025, "interest": 3636, "dividends": 0, "business_income": 4190, "agi": 222851, "deduction": 15750, "taxable_income": 207101, "tax": 43335, "withholding": 20259, "refund_or_owed": -23076 }
12
[ "corrected_1099", "corrected_1099" ]
hard-110028
hard
Prepare the 2025 federal return for case hard-110028. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 255850, "interest": 5334, "dividends": 0, "business_income": 25672, "agi": 286856, "deduction": 15777, "taxable_income": 271079, "tax": 64425, "withholding": 40203, "refund_or_owed": -24222 }
11
[ "corrected_1099", "itemizes" ]
hard-110029
hard
Prepare the 2025 federal return for case hard-110029. The taxpayer files as single. Find the relevant documents, compute every return field, then call submit_return once. Rules: AGI = wages + interest + ordinary dividends + business income (1099-NEC minus business expenses). Deduction = the larger of the standard deduc...
{ "filing_status": "single", "wages": 165750, "interest": 4651, "dividends": 4989, "business_income": 0, "agi": 175390, "deduction": 15750, "taxable_income": 159640, "tax": 31161, "withholding": 23210, "refund_or_owed": -7951 }
11
[]

TaxOps: data and agent traces

Synthetic data and the evaluation traces behind every reported number from TaxOps (Lexsi AI Safety & Alignment Hackathon, Track 3): a 3B model (Tiny Aya Global) fine-tuned to file a synthetic federal tax return with six tools while avoiding redundant, failed and decoy-reading calls.

Code: https://github.com/ydv-manoj/taxops-agent · Models: Manoj2142/taxops-tinyaya-sft-v6, Manoj2142/taxops-tinyaya-sft-v3

All data is synthetic, generated deterministically from a case id by taxops/env.py. No real people, employers or tax records.

data/

File Rows What
train.jsonl 2,100 training case ids (easy / medium / hard, 700 each) and task prompts
sft.jsonl 2,100 SFT conversations: scripted oracle runs + recovery runs (kind, skip_assistant_turns)
eval.jsonl 300 held-out cases, 100 per tier
eval-shift.jsonl 150 shifted cases: unseen names and unseen decoy types
dev.jsonl / dev-shift.jsonl 30 / 50 checks before full eval runs (hard / shifted), disjoint from eval and eval-shift
sft-v6.jsonl 600 v6 conversations (continued from v3): 535 oracle + 65 bad-id / bad-status recoveries; CORRECTED 1099-INT read in a turn of its own

sft.jsonl is the v4 mix (1,559 oracle + 541 recovery). v3's data came from an earlier version of the generator: run python -m taxops.data export at repository commit 196c8aa to regenerate it.

traces/

One folder per run: traces.jsonl (one episode per line: case id, every tool call with arguments and result, the model messages, the verified score, seconds, tokens; the Claude runs have tool calls only), summary.json (taxops.metrics) and auditkit.json (AuditKIT agent_eval on the same traces).

Run Cases Success Wasted calls / case
base-eval-60 (Tiny Aya Global, untrained) 60 0% 27.8
base-shift-22 22 0% 24.7
sft-v1-eval-30 (first SFT, no calculator in the demos) 30 40% 0.03
sft-v2-eval-30 (the 30-case sample that overstated v2) 30 96.7% 0.03
sft-v2-eval-300 / sft-v2-shift-150 300 / 150 82.7% / 32%
sft-v3-eval-300 (HF A10G, bf16) 300 88.7% 0.06
sft-v3-shift-150 (HF A10G, bf16) 150 68.7% 0.47
sft-v4-eval-300 (recovery demos, degraded) 300 86.0% 0.09
sft-v4-shift-150 150 48.0% 1.13
sft-v3-dev-shift-50 / sft-v6-dev-shift-50 (same Kaggle T4 job) 50 68% / 78% 0.42 / 0.14
sft-v3-eval-300-t4 / sft-v3-shift-150-t4 (v3 rerun on Kaggle T4, fp16) 300 / 150 88.7% / 67.3% 0.057 / 0.47
sft-v6-eval-300 (submitted model, Kaggle T4, fp16) 300 93.3% 0.030
sft-v6-shift-150 (submitted model, Kaggle T4, fp16) 150 74.0% 0.27
claude-sonnet-shift-30 (closed-model baseline) 30 96.7% 0.8
claude-sonnet-eval-30-pilot 30 100% 0.07

Notes:

  • Hardware: the original v2–v4 runs used an HF A10G in bf16; v6 and the -t4 v3 reruns used Kaggle T4s in fp16, so compare v6 with the -t4 runs. v3 gave the same outcome on both setups in 300/300 eval and 148/150 shift cases.
  • base-shift-22: the run was planned for 30 cases and ran out of GPU memory on case 23; the summary covers the 22 finished cases.
  • Claude runs: one fresh Claude Code subagent (Sonnet) per case, allowed to use only the TaxOps CLI (by instruction), from a folder without the source or answers. cli-logs/ holds the raw CLI call logs. The eval pilot reused one subagent across several cases (it could carry memory between them), so only the shift run is used for the comparison.

Rescore any run with the repository's scripts:

PYTHONPATH=. python scripts/merge_shards.py --out /tmp/rescored traces/sft-v6-shift-150   # taxops.metrics summary
python scripts/auditkit_report.py traces/sft-v6-shift-150/traces.jsonl                    # AuditKIT agent_eval

Licence

CC-BY-NC-4.0. The cases are synthetic and generated by MIT-licensed code, but the traces contain outputs of Tiny Aya Global (CC-BY-NC-4.0) and fine-tunes of it, so the dataset follows the same non-commercial terms.

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