This Product Contains Sensitive Taxpayer Data |
Request Date: | 11-10-2021 |
Response Date: | 11-10-2021 |
Tracking Number: | 999999999999 |
SSN Provided: | XXX-XX-5838 |
Tax Period Ending: | Dec. 31, 2020 |
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-5838 |
SPOUSE SSN: | |
NAME(S) SHOWN ON RETURN: | DANI WASH |
ADDRESS: | 8676 HAMPSHIRE GLEN DR S JACKSONVILLE, FL 32256 |
FILING STATUS: | Head of Household |
FORM NUMBER: | 1040 |
CYCLE POSTED: | 20214205 |
RECEIVED DATE: | Oct.14, 2021 |
REMITTANCE: | $0.00 |
EXEMPTION NUMBER: | 2 |
DEPENDENT 1 NAME CTRL: | WASH |
DEPENDENT 1 SSN: | XXX-XX-3126 |
DEPENDENT 2 NAME CTRL: | |
DEPENDENT 2 SSN: | |
DEPENDENT 3 NAME CTRL: | |
DEPENDENT 3 SSN: | |
DEPENDENT 4 NAME CTRL: | |
DEPENDENT 4 SSN: | |
PTIN: | XXX-XX-0607 |
PREPARER EIN: |
Income | |
WAGES, SALARIES, TIPS, ETC: | $128,816.00 |
TAXABLE INTEREST INCOME: SCH B: | $99.00 |
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: | $28,343.00 |
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: | $0.00 |
SCHOLARSHIP FELLOWSHIP GRANT: | $0.00 |
TOTAL INCOME: | $157,258.00 |
TOTAL INCOME PER COMPUTER: | $157,258.00 |
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: | $0.00 |
TOTAL ADJUSTMENTS PER COMPUTER: | $0.00 |
ADJUSTED GROSS INCOME: | $157,258.00 |
ADJUSTED GROSS INCOME PER COMPUTER: | $157,258.00 |
Tax and Credits | |
65-OR-OVER: | NO |
BLIND: | NO |
SPOUSE 65-OR-OVER: | NO |
SPOUSE BLIND: | NO |
STANDARD DEDUCTION PER COMPUTER: | $0.00 |
ADDITIONAL STANDARD DEDUCTION PER COMPUTER: | $0.00 |
TAX TABLE INCOME PER COMPUTER: | $130,376.00 |
EXEMPTION AMOUNT PER COMPUTER: | $0.00 |
TAXABLE INCOME: | $130,276.00 |
TAXABLE INCOME PER COMPUTER: | $130,376.00 |
TOTAL POSITIVE INCOME PER COMPUTER: | $157,258.00 |
TENTATIVE TAX: | $23,904.00 |
TENTATIVE TAX PER COMPUTER: | $23,928.24 |
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: | $2,000.00 |
CHILD AND OTHER DEPENDENT CREDIT PER COMPUTER: | $2,000.00 |
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: | $0.00 |
NON ITEMIZED CHARITABLE CONTRIBUTION PER COMPUTER: | $0.00 |
RECOVERY REBATE CREDIT: | $0.00 |
RECOVERY REBATE CREDIT PER COMPUTER: | $0.00 |
RECOVERY REBATE CREDIT VERIFIED: | $0.00 |
OTHER CREDITS: | $0.00 |
TOTAL CREDITS: | $2,000.00 |
TOTAL CREDITS PER COMPUTER: | $2,000.00 |
INCOME TAX AFTER CREDITS PER COMPUTER: | $21,928.24 |
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: | $21,904.00 |
IMF TOTAL TAX (REDUCED BY IRAF) PER COMPUTER: | $21,904.00 |
TOTAL OTHER TAXES PER COMPUTER: | $0.00 |
UNPAID FICA ON REPORTED TIPS: | $0.00 |
F8959-8960 OTHER TAXES: | $0.00 |
TOTAL OTHER TAXES: | $0.00 |
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: | $21,904.00 |
TOTAL TAX LIABILITY TP FIGURES: | $21,904.00 |
TOTAL TAX LIABILITY TP FIGURES PER COMPUTER: | $21,904.00 |
Payments | |
FEDERAL INCOME TAX WITHHELD: | $19,535.00 |
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: | $19,535.00 |
TOTAL PAYMENTS PER COMPUTER: | $19,535.00 |
Refund or Amount Owed | |
AMOUNT YOU OWE: | $2,372.00 |
APPLIED TO NEXT YEAR'S ESTIMATED TAX: | $0.00 |
ESTIMATED TAX PENALTY: | $3.00 |
TAX ON INCOME LESS STATE REFUND PER COMPUTER: | $0.00 |
BAL DUE/OVER PYMT USING TP FIG PER COMPUTER: | $2,372.00 |
BAL DUE/OVER PYMT USING COMPUTER FIGURES: | $2,372.00 |
FORM 8888 TOTAL REFUND PER COMPUTER: | $0.00 |
Third Party Designee | |
THIRD PARTY DESIGNEE ID NUMBER: | X3667 |
AUTHORIZATION INDICATOR: | 1 |
THIRD PARTY DESIGNEE NAME: | STEVE MOORE |
Schedule A--Itemized Deductions | |
MEDICAL/DENTAL | |
MEDICAL AND DENTAL EXPENSES: | $0.00 |
ADJUSTED GROSS INCOME PERCENTAGE: | $11,794.00 |
ADJUSTED GROSS INCOME PERCENTAGE PER COMPUTER 10 PERCENT: | $0.00 |
ADJUSTED GROSS INCOME PERCENTAGE PER COMPUTER 7.5 PERCENT: | $11,794.00 |
NET MEDICAL DEDUCTION: | $0.00 |
NET MEDICAL DEDUCTION PER COMPUTER: | $0.00 |
TAXES PAID | |
STATE AND LOCAL INCOME OR SALES TAXES: | $8,606.00 |
GENERAL SALES TAX: | 0 |
REAL ESTATE TAXES: | $5,758.00 |
PERSONAL PROPERTY TAXES: | $0.00 |
OTHER TAXES AMOUNT: | $0.00 |
SCH A TAX DEDUCTIONS: | $10,000.00 |
SCH A TAX PER COMPUTER: | $10,000.00 |
INTEREST PAID | |
MORTGAGE INTEREST (FINANCIAL): | $14,482.00 |
MORTGAGE INTEREST (INDIVIDUAL): | $0.00 |
DEDUCTIBLE POINTS: | $0.00 |
QUALIFIED MORTGAGE INSURANCE PREMIUMS: | $0.00 |
DEDUCTIBLE INVESTMENT INTEREST: | $0.00 |
TOTAL INTEREST DEDUCTION: | $14,482.00 |
TOTAL INTEREST DEDUCTION PER COMPUTER: | $14,482.00 |
CHARITABLE CONTRIBUTIONS | |
CASH CONTRIBUTIONS: | $2,400.00 |
OTHER THAN CASH: Form 8283: | $0.00 |
CARRYOVER FROM PRIOR YEAR: | $0.00 |
SCH A TOTAL CONTRIBUTIONS: | $2,500.00 |
SCH A TOTAL CONTRIBUTIONS PER COMPUTER: | $2,400.00 |
CASUALTY AND THEFT LOSS | |
CASUALTY OR THEFT LOSS: | $0.00 |
JOBS AND MISCELLANEOUS | |
UNREIMBURSED EMPLOYEE EXPENSE AMOUNT: | $0.00 |
TOTAL LIMITED MISC EXPENSES: | $0.00 |
NET LIMITED MISC DEDUCTION: | $0.00 |
NET LIMITED MISC DEDUCTION PER COMPUTER: | $0.00 |
OTHER MISCELLANEOUS | |
OTHER THAN GAMBLING AMOUNT: | $0.00 |
OTHER MISC DEDUCTIONS: | $0.00 |
TOTAL ITEMIZED DEDUCTIONS | |
TOTAL ITEMIZED DEDUCTIONS: | $26,982.00 |
TOTAL ITEMIZED DEDUCTIONS PER COMPUTER: | $26,882.00 |
RECOMPUTED TOTAL ITEMIZED DEDUCTIONS PER COMPUTER: | $0.00 |
ELECT ITEMIZED DEDUCTION INDICATOR: | |
SCH A ITEMIZED PERCENTAGE PER COMPUTER: | $0.00 |
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 8867 Paid Preparer's Earned Income Credit Checklist | |
INCORRECT INFORMATION AOTC: | |
F8867 CERTIFICATION: | Yes box checked |
EIC CLAIMED: | Neither box checked |
CTC ACTC CLAIMED: | Yes box checked |
AOTC CLAIMED: | Neither box checked |
HEAD OF HOUSEHOLD FILING STATUS CLAIMED: | Yes box checked |
This Product Contains Sensitive Taxpayer Data |