case_id stringlengths 11 11 | tier stringclasses 1
value | prompt stringlengths 578 594 | answer dict | min_calls int64 6 13 | traps listlengths 0 3 |
|---|---|---|---|---|---|
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
-t4v3 reruns used Kaggle T4s in fp16, so compare v6 with the-t4runs. 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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