This Product Contains Sensitive Taxpayer Data |
Request Date: | 12-21-2023 |
Response Date: | 12-21-2023 |
Tracking Number: | 999999999999 |
SSN Provided: | XXX-XX-8679 |
Tax Period Ending: | Dec. 31, 2022 |
The following items reflect the amount as shown on the return (PR), and the amount as adjusted (PC), if applicable. They do not show subsequent activity on the account.
SSN: | XXX-XX-8679 |
SPOUSE SSN: | XXX-XX-8412 |
NAME(S) SHOWN ON RETURN: | BRIA DAIS TAYL |
ADDRESS: | 8721 Flint Falls Dr DALLAS, TX 75243 |
FILING STATUS: | Married Filing Separate |
FORM NUMBER: | 1040 |
CYCLE POSTED: | 20214105 |
RECEIVED DATE: | Oct.08, 2021 |
REMITTANCE: | $0.00 |
EXEMPTION NUMBER: | 1 |
DEPENDENT 1 NAME CTRL: | |
DEPENDENT 1 SSN: | |
DEPENDENT 2 NAME CTRL: | |
DEPENDENT 2 SSN: | |
DEPENDENT 3 NAME CTRL: | |
DEPENDENT 3 SSN: | |
DEPENDENT 4 NAME CTRL: | |
DEPENDENT 4 SSN: | |
PTIN: | XXX-XX-6423 |
PREPARER EIN: | XXX-XX-3330 |
Income | |
WAGES, SALARIES, TIPS, ETC: | $173,728.00 |
TAXABLE INTEREST INCOME: SCH B: | $0.00 |
TAX-EXEMPT INTEREST: | $0.00 |
ORDINARY DIVIDEND INCOME: SCH B: | $0.00 |
QUALIFIED DIVIDENDS: | $0.00 |
REFUNDS OF STATE/LOCAL TAXES: | $0.00 |
ALIMONY RECEIVED: | $0.00 |
BUSINESS INCOME OR LOSS (Schedule C): | $0.00 |
BUSINESS INCOME OR LOSS: SCH C PER COMPUTER: | $0.00 |
CAPITAL GAIN OR LOSS: (Schedule D): | $0.00 |
CAPITAL GAINS OR LOSS: SCH D PER COMPUTER: | $0.00 |
OTHER GAINS OR LOSSES (Form 4797): | $0.00 |
TOTAL IRA DISTRIBUTIONS: | $0.00 |
TAXABLE IRA DISTRIBUTIONS: | $0.00 |
TOTAL PENSIONS AND ANNUITIES: | $0.00 |
TAXABLE PENSION/ANNUITY AMOUNT: | $0.00 |
ADDITIONAL INCOME: | $0.00 |
ADDITIONAL INCOME PER COMPUTER: | $0.00 |
REFUNDABLE CREDITS PER COMPUTER: | $0.00 |
REFUNDABLE EDUCATION CREDIT PER COMPUTER: | $0.00 |
QUALIFIED BUSINESS INCOME DEDUCTION: | $0.00 |
RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E): | $0.00 |
RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E) PER COMPUTER: | $0.00 |
RENT/ROYALTY INCOME/LOSS PER COMPUTER: | $0.00 |
ESTATE/TRUST INCOME/LOSS PER COMPUTER: | $0.00 |
PARTNERSHIP/S-CORP INCOME/LOSS PER COMPUTER: | $0.00 |
FARM INCOME OR LOSS (Schedule F): | $0.00 |
FARM INCOME OR LOSS (Schedule F) PER COMPUTER: | $0.00 |
UNEMPLOYMENT COMPENSATION: | $0.00 |
TOTAL SOCIAL SECURITY BENEFITS: | $0.00 |
TAXABLE SOCIAL SECURITY BENEFITS: | $0.00 |
TAXABLE SOCIAL SECURITY BENEFITS PER COMPUTER: | $0.00 |
OTHER INCOME: | $0.00 |
SCHEDULE EIC SE INCOME PER COMPUTER: | $0.00 |
SCHEDULE EIC EARNED INCOME PER COMPUTER: | $0.00 |
SCH EIC DISQUALIFIED INC COMPUTER: | $0.00 |
QUALIFIED BUSINESS INCOME DEDUCTION: | $0.00 |
F8995 QUALIFIED BUSINESS INCOME DEDUCTION COMPUTER: | $0.00 |
PRIMARY ECONOMIC IMPACT PAYMENT: | $0.00 |
SECONDARY ECONOMIC IMPACT PAYMENT: | $304.65 |
SCHOLARSHIP FELLOWSHIP GRANT: | $0.00 |
TOTAL INCOME: | $173,728.00 |
TOTAL INCOME PER COMPUTER: | $173,728.00 |
Adjustments to Income | |
EDUCATOR EXPENSES: | $0.00 |
EDUCATOR EXPENSES PER COMPUTER: | $0.00 |
RESERVIST AND OTHER BUSINESS EXPENSE: | $0.00 |
HEALTH SAVINGS ACCT DEDUCTION: | $0.00 |
HEALTH SAVINGS ACCT DEDUCTION PER COMPTR: | $0.00 |
MOVING EXPENSES: F3903: | $0.00 |
SELF EMPLOYMENT TAX DEDUCTION: | $0.00 |
SELF EMPLOYMENT TAX DEDUCTION PER COMPUTER: | $0.00 |
SELF EMPLOYMENT TAX DEDUCTION VERIFIED: | $0.00 |
KEOGH/SEP CONTRIBUTION DEDUCTION: | $0.00 |
SELF-EMP HEALTH INS DEDUCTION: | $0.00 |
EARLY WITHDRAWAL OF SAVINGS PENALTY: | $0.00 |
ALIMONY PAID SSN: | |
ALIMONY PAID: | $0.00 |
SCHOLARSHIP FELLOWSHIP EXCLUDED: | $0.00 |
IRA DEDUCTION: | $0.00 |
IRA DEDUCTION PER COMPUTER: | $0.00 |
STUDENT LOAN INTEREST DEDUCTION: | $0.00 |
STUDENT LOAN INTEREST DEDUCTION PER COMPUTER: | $0.00 |
STUDENT LOAN INTEREST DEDUCTION VERIFIED: | $0.00 |
TUITION AND FEES DEDUCTION: | $0.00 |
TUITION AND FEES DEDUCTION PER COMPUTER: | $0.00 |
DOMESTIC PRODUCTION ACTIVITIES DEDUCTION: | $0.00 |
OTHER ADJUSTMENTS: | $0.00 |
ARCHER MSA DEDUCTION: | $0.00 |
ARCHER MSA DEDUCTION PER COMPUTER: | $0.00 |
TOTAL ADJUSTMENTS: | $150.00 |
TOTAL ADJUSTMENTS PER COMPUTER: | $150.00 |
ADJUSTED GROSS INCOME: | $173,578.00 |
ADJUSTED GROSS INCOME PER COMPUTER: | $173,578.00 |
Tax and Credits | |
65-OR-OVER: | NO |
BLIND: | NO |
SPOUSE 65-OR-OVER: | NO |
SPOUSE BLIND: | NO |
STANDARD DEDUCTION PER COMPUTER: | $12,400.00 |
ADDITIONAL STANDARD DEDUCTION PER COMPUTER: | $0.00 |
TAX TABLE INCOME PER COMPUTER: | $161,178.00 |
EXEMPTION AMOUNT PER COMPUTER: | $0.00 |
TAXABLE INCOME: | $161,178.00 |
TAXABLE INCOME PER COMPUTER: | $161,178.00 |
TOTAL POSITIVE INCOME PER COMPUTER: | $173,728.00 |
TENTATIVE TAX: | $32,762.00 |
TENTATIVE TAX PER COMPUTER: | $32,762.00 |
FORM 8814 ADDITIONAL TAX AMOUNT: | $0.00 |
TAX ON INCOME LESS SOC SEC INCOME PER COMPUTER: | $0.00 |
FORM 6251 ALTERNATIVE MINIMUM TAX: | $0.00 |
FORM 6251 ALTERNATIVE MINIMUM TAX PER COMPUTER: | $0.00 |
FOREIGN TAX CREDIT: | $0.00 |
FOREIGN TAX CREDIT PER COMPUTER: | $0.00 |
FOREIGN INCOME EXCLUSION PER COMPUTER: | $0.00 |
FOREIGN INCOME EXCLUSION TAX PER COMPUTER: | $0.00 |
EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT AMOUNT: | $0.00 |
EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT VERIFIED AMOUNT: | $0.00 |
CHILD & DEPENDENT CARE CREDIT: | $0.00 |
CHILD & DEPENDENT CARE CREDIT PER COMPUTER: | $0.00 |
CREDIT FOR ELDERLY AND DISABLED: | $0.00 |
CREDIT FOR ELDERLY AND DISABLED PER COMPUTER: | $0.00 |
EDUCATION CREDIT: | $0.00 |
EDUCATION CREDIT PER COMPUTER: | $0.00 |
GROSS EDUCATION CREDIT PER COMPUTER: | $0.00 |
RETIREMENT SAVINGS CNTRB CREDIT: | $0.00 |
RETIREMENT SAVINGS CNTRB CREDIT PER COMPUTER: | $0.00 |
PRIM RET SAV CNTRB: F8880 LN6A: | $0.00 |
SEC RET SAV CNTRB: F8880 LN6B: | $0.00 |
TOTAL RETIREMENT SAVINGS CONTRIBUTION: F8880 CMPTR: | $0.00 |
RESIDENTIAL ENERGY CREDIT: | $0.00 |
RESIDENTIAL ENERGY CREDIT PER COMPUTER: | $0.00 |
CHILD AND OTHER DEPENDENT CREDIT: | $0.00 |
CHILD AND OTHER DEPENDENT CREDIT PER COMPUTER: | $0.00 |
ADOPTION CREDIT: F8839: | $0.00 |
ADOPTION CREDIT PER COMPUTER: | $0.00 |
FORM 8396 MORTGAGE CERTIFICATE CREDIT: | $0.00 |
FORM 8396 MORTGAGE CERTIFICATE CREDIT PER COMPUTER: | $0.00 |
F3800, F8801 AND OTHER CREDIT AMOUNT: | $0.00 |
FORM 3800 GENERAL BUSINESS CREDITS: | $0.00 |
FORM 3800 GENERAL BUSINESS CREDITS PER COMPUTER: | $0.00 |
PRIOR YR MIN TAX CREDIT: F8801: | $0.00 |
PRIOR YR MIN TAX CREDIT: F8801 PER COMPUTER: | $0.00 |
F8936 ELECTRIC MOTOR VEHICLE CREDIT AMOUNT: | $0.00 |
F8936 ELECTRIC MOTOR VEHICLE CREDIT PER COMPUTER: | $0.00 |
F8910 ALTERNATIVE MOTOR VEHICLE CREDIT AMOUNT: | $0.00 |
F8910 ALTERNATIVE MOTOR VEHICLE CREDIT PER COMPUTER: | $0.00 |
SICK FAMILY LEAVE CREDIT: | $0.00 |
NON ITEMIZED CHARITABLE CONTRIBUTION DEDUCTION: | $150.00 |
NON ITEMIZED CHARITABLE CONTRIBUTION PER COMPUTER: | $150.00 |
RECOVERY REBATE CREDIT: | $0.00 |
RECOVERY REBATE CREDIT PER COMPUTER: | $0.00 |
RECOVERY REBATE CREDIT VERIFIED: | $0.00 |
OTHER CREDITS: | $0.00 |
TOTAL CREDITS: | $0.00 |
TOTAL CREDITS PER COMPUTER: | $0.00 |
INCOME TAX AFTER CREDITS PER COMPUTER: | $32,762.00 |
Other Taxes | |
SE TAX: | $0.00 |
SE TAX PER COMPUTER: | $0.00 |
SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS: | $0.00 |
SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS PER COMPUTER: | $0.00 |
TAX ON QUALIFIED PLANS F5329 (PR): | $0.00 |
TAX ON QUALIFIED PLANS F5329 PER COMPUTER: | $0.00 |
IRAF TAX PER COMPUTER: | $0.00 |
TP TAX FIGURES (REDUCED BY IRAF) PER COMPUTER: | $33,201.00 |
IMF TOTAL TAX (REDUCED BY IRAF) PER COMPUTER: | $33,201.00 |
TOTAL OTHER TAXES PER COMPUTER: | $439.00 |
UNPAID FICA ON REPORTED TIPS: | $0.00 |
F8959-8960 OTHER TAXES: | $439.00 |
TOTAL OTHER TAXES: | $439.00 |
RECAPTURE TAX: F8611: | $0.00 |
HOUSEHOLD EMPLOYMENT TAXES: | $0.00 |
HOUSEHOLD EMPLOYMENT TAXES PER COMPUTER: | $0.00 |
IRC 453 TAX: | $0.00 |
HEALTH CARE RESPONSIBILITY PENALTY: | $0.00 |
HEALTH CARE RESPONSIBILITY PENALTY VERIFIED: | $0.00 |
HEALTH COVERAGE RECAPTURE: F8885: | $0.00 |
DEFERRED TAX SCH H SE: | $0.00 |
MAX DEFERRED TAX PER COMPUTER: | $0.00 |
RECAPTURE TAXES: | $0.00 |
TOTAL ASSESSMENT PER COMPUTER: | $33,201.00 |
TOTAL TAX LIABILITY TP FIGURES: | $33,201.00 |
TOTAL TAX LIABILITY TP FIGURES PER COMPUTER: | $33,201.00 |
Payments | |
FEDERAL INCOME TAX WITHHELD: | $26,816.00 |
HEALTH CARE: INDIVIDUAL RESPONSIBILITY: | $0.00 |
HEALTH CARE FULL-YEAR COVERAGE INDICATOR: | 0 |
ESTIMATED TAX PAYMENTS: | $0.00 |
OTHER PAYMENT CREDIT: | $0.00 |
REFUNDABLE EDUCATION CREDIT: | $0.00 |
REFUNDABLE EDUCATION CREDIT PER COMPUTER: | $0.00 |
REFUNDABLE EDUCATION CREDIT VERIFIED: | $0.00 |
REFUNDABLE CREDITS: | $0.00 |
EARNED INCOME CREDIT: | $0.00 |
EARNED INCOME CREDIT PER COMPUTER: | $0.00 |
EARNED INCOME CREDIT NONTAXABLE COMBAT PAY: | $0.00 |
SCHEDULE 8812 NONTAXABLE COMBAT PAY: | $0.00 |
EXCESS SOCIAL SECURITY & RRTA TAX WITHHELD: | $0.00 |
SCHEDULE 8812 TOT SS/MEDICARE WITHHELD: | $0.00 |
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT: | $0.00 |
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT PER COMPUTER: | $0.00 |
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT VERIFIED: | $0.00 |
AMOUNT PAID WITH FORM 4868: | $0.00 |
FORM 2439 REGULATED INVESTMENT COMPANY CREDIT: | $0.00 |
FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS: | $0.00 |
FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS PER COMPUTER: | $0.00 |
HEALTH COVERAGE TX CR: F8885: | $0.00 |
SEC 965 TAX INSTALLMENT: | $0.00 |
SEC 965 TAX LIABILITY: | $0.00 |
PREMIUM TAX CREDIT AMOUNT: | $0.00 |
PREMIUM TAX CREDIT VERIFIED AMOUNT: | $0.00 |
PRIMARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT: | $0.00 |
SECONDARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT: | $0.00 |
FIRST TIME HOMEBUYER CREDIT REPAYMENT AMOUNT: | $0.00 |
FORM 5405 TOTAL HOMEBUYERS CREDIT REPAYMENT PER COMPUTER: | $0.00 |
SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER: | $0.00 |
SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER (2): | $0.00 |
FORM 2439 AND OTHER CREDITS: | $0.00 |
TOTAL PAYMENTS: | $26,816.00 |
TOTAL PAYMENTS PER COMPUTER: | $26,816.00 |
Refund or Amount Owed | |
AMOUNT YOU OWE: | $6,438.00 |
APPLIED TO NEXT YEAR'S ESTIMATED TAX: | $0.00 |
ESTIMATED TAX PENALTY: | $53.00 |
TAX ON INCOME LESS STATE REFUND PER COMPUTER: | $0.00 |
BAL DUE/OVER PYMT USING TP FIG PER COMPUTER: | $6,438.00 |
BAL DUE/OVER PYMT USING COMPUTER FIGURES: | $6,438.00 |
FORM 8888 TOTAL REFUND PER COMPUTER: | $0.00 |
Third Party Designee | |
THIRD PARTY DESIGNEE ID NUMBER: | X4392 |
AUTHORIZATION INDICATOR: | 1 |
THIRD PARTY DESIGNEE NAME: | JAMES GARCIA |
Form 8863 - Education Credits (Hope and Lifetime Learning Credits) | |
PART III - ALLOWABLE EDUCATION CREDITS | |
GROSS EDUCATION CR PER COMPUTER: | $0.00 |
TOTAL EDUCATION CREDIT AMOUNT: | $0.00 |
TOTAL EDUCATION CREDIT AMOUNT PER COMPUTER: | $0.00 |
Form 8959 Additional Medicare Tax | |
MEDICARE WAGES: | $173,728.00 |
UNREPORTED TIPS: | $0.00 |
WAGES FROM FORM 8919: | $0.00 |
ADDITIONAL MEDICARE TAX ON MEDICARE WAGES: | $439.00 |
ADDITIONAL MEDICARE TAX ON MEDICARE WAGES PER COMPUTER: | $439.00 |
SELF EMPLOYMENT INCOME: | $0.00 |
ADDITIONAL MEDICARE TAX ON SELF-EMPLOYMENT INCOME: | $0.00 |
ADDITIONAL MEDICARE TAX ON SELF-EMPLOYMENT INCOME PER COMPUTER: | $0.00 |
RAILROAD RETIREMENT COMPENSATION: | $0.00 |
TIER I EMPLOYEE ADDITIONAL MEDICARE TAX ON RAILROAD COMPENSATION: | $0.00 |
TIER I EMPLOYEE ADDITIONAL MEDICARE TAX ON RAILROAD COMPENSATION PER COMPUTER: | $0.00 |
MEDICARE TAX WITHHELD W-2 BOX 6: | $2,519.00 |
ADDITIONAL MEDICARE TAX W-2 BOX 14: | $0.00 |
TOTAL ADDITIONAL MEDICARE TAX: | $439.00 |
TOTAL ADDITIONAL MEDICARE TAX WITHHOLDING: | $0.00 |
TOTAL ADDITIONAL MEDICARE TAX WITHHOLDING VERIFIED: | $0.00 |
TOTAL ADDITIONAL MEDICARE TAX WITHHOLDING PER COMPUTER: | $0.00 |
Form 8960 Net Investment Income Tax - Individuals, Estates, and Trusts | |
TAXABLE INTEREST AMOUNT: | $0.00 |
ORDINARY DIVIDENDS: | $0.00 |
ANNUITIES: | $0.00 |
RENT, ROYALTIES, PARTNERSHIPS, ETC.: | $0.00 |
ADJUSTMENT FOR DERIVED INCOME OR LOSS: | $0.00 |
NET GAIN OR LOSS FROM DISPOSITION OF PROPERTY: | $0.00 |
NET GAIN OR LOSS FROM DISPOSITION OF PROPERTY NOT SUBJECT TO NET INVESTMENT INCOME TAX: | $0.00 |
ADJUSTMENT FROM DISPOSITION OF PARTNERSHIP INTEREST: | $0.00 |
CHANGES FOR CERTAIN CFCS AND PFICS: | $0.00 |
OTHER MODIFICATIONS TO INVESTMENT INCOME: | $0.00 |
TOTAL INVESTMENT INCOME: | $0.00 |
TOTAL INVESTMENT INCOME PER COMPUTER: | $0.00 |
INVESTMENT INTEREST EXPENSES: | $0.00 |
STATE INCOME TAX: | $0.00 |
INVESTMENT EXPENSES: | $0.00 |
ADDITIONAL MODIFICATIONS: | $0.00 |
TOTAL DEDUCTIONS AND MODIFICATIONS: | $0.00 |
TOTAL DEDUCTIONS AND MODIFICATIONS PER COMPUTER: | $0.00 |
MODIFIED ADJUSTED GROSS INCOME: | $173,578.00 |
TAXABLE INVESTMENT INCOME: | $0.00 |
TAXABLE INVESTMENT INCOME PER COMPUTER: | $0.00 |
NET INVESTMENT INCOME TAX FOR INDIVIDUALS: | $0.00 |
NET INVESTMENT INCOME TAX FOR INDIVIDUALS VERIFIED: | $0.00 |
NET INVESTMENT INCOME TAX FOR INDIVIDUALS PER COMPUTER: | $0.00 |
This Product Contains Sensitive Taxpayer Data |