Tax · Duplicate review
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Duplicate tax documents — 2025
Rows sharing the same recipient + issuer + document type for 2025.
Keep one (★ = suggested, most complete), delete the extras,
Hold to park for later, or mark a whole group
Not duplicates (e.g. a federal + state K-1 pair) so it stops surfacing.
No duplicates to review for 2025 🎉
→
Not a straight delete.
A row below carries a figure the suggested keep does not, so removing it
would lose data rather than tidy it. Merge those figures onto the ★ first,
or Hold the row — the badge on each id
names what is at stake.
| Doc | Linked to | Recipient | Source | Received | Income | Fields | File | Action | |
|---|---|---|---|---|---|---|---|---|---|
| unlinked | open |