2022 TaxReturn
2022 TaxReturn
2022 TaxReturn
OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.
Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH)
Qualifying surviving
Check only spouse (QSS)
one box. If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child’s name if the qualifying
person is a child but not your dependent:
Your first name and middle initial Last name Your social security number
Shawntae L Adams 572-85-3164
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
2115 Constance Ave Check here if you, or your
spouse if filing jointly, want $3
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code
to go to this fund. Checking a
North Las Vegas NV 890323607 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse
Digital At any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell,
Assets exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes No
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were a dual-status alien
Age/Blindness You: Were born before January 2, 1958 Are blind Spouse: Was born before January 2, 1958 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) Check the box if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four tony Jacob 558-09-2302 Other
dependents,
see instructions
and check
here . .
1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . 1a
Income
b Household employee wages not reported on Form(s) W-2 . . . . . . . . . . . . . 1b
Attach Form(s) c Tip income not reported on line 1a (see instructions) . . . . . . . . . . . . . . 1c
W-2 here. Also
attach Forms d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) . . . . . . . . 1d
W-2G and e Taxable dependent care benefits from Form 2441, line 26 . . . . . . . . . . . . 1e
1099-R if tax
was withheld. f Employer-provided adoption benefits from Form 8839, line 29 . . . . . . . . . . . 1f
If you did not g Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . . . . . . 1g
get a Form h Other earned income (see instructions) . . . . . . . . . . . . . . . . . . 1h
W-2, see
instructions.
i Nontaxable combat pay election (see instructions) . . . . . . . 1i
z Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . . . . 1z
Attach Sch. B 2a Tax-exempt interest . . . 2a b Taxable interest . . . . . 2b
if required. 3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b
Standard 5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b
Deduction for—
6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
• Single or
Married filing c If you elect to use the lump-sum election method, check here (see instructions) . . . . .
separately,
$12,950 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . 7
• Married filing 8 Other income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . . 8
jointly or
Qualifying 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . 9
surviving spouse,
$25,900
10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10
• Head of 11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . 11
household,
$19,400 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 12,950.
• If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . 13 0.
any box under
Standard 14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 12,950.
Deduction, 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income . . . . .
see instructions.
15 0.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2022)
Form 1040 (2022) Page 2
Tax and 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 0.
Credits 17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 0.
19 Child tax credit or credit for other dependents from Schedule 8812 . . . . . . . . . . 19
20 Amount from Schedule 3, line 8 . . . . . . . . . . . . . . . . . . . . 20
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22 0.
23 Other taxes, including self-employment tax, from Schedule 2, line 21 . . . . . . . . . 23 0.
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . 24 0.
Payments 25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d
26 2022 estimated tax payments and amount applied from 2021 return . . . . . . . . . . 26
If you have a
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . .No. . 27
attach Sch. EIC.
28 Additional child tax credit from Schedule 8812 . . . . . . . . 28
29 American opportunity credit from Form 8863, line 8 . . . . . . . 29
30 Reserved for future use . . . . . . . . . . . . . . . 30
31 Amount from Schedule 3, line 15 . . . . . . . . . . . . 31
32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits . . 32
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . 33
34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34
Refund
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . 35a
Direct deposit? b Routing number X X X X X X X X X c Type: Checking Savings
See instructions.
d Account number X X X X X X X X X X X X X X X X X
36 Amount of line 34 you want applied to your 2023 estimated tax . . . 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe.
You Owe For details on how to pay, go to www.irs.gov/Payments or see instructions . . . . . . . . 37 0.
38 Estimated tax penalty (see instructions) . . . . . . . . . . 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . . Yes. Complete below. No
Designee’s Phone Personal identification
name no. number (PIN)
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
Joint return? Hairdresser (see inst.)
See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for Identity Protection PIN, enter it here
your records. (see inst.)
}
• If zero or less, enter -0-.
• If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For
example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc. . . . . . . . 10 0.
11 Multiply line 10 by 5% (0.05) . . . . . . . . . . . . . . . . . . . . . . . . . 11 0.
12 Is the amount on line 8 more than the amount on line 11? . . . . . . . . . . . . . . . . . 12 500.
No. STOP. You cannot take the child tax credit, credit for other dependents, or additional child tax credit.
Skip Parts II-A and II-B. Enter -0- on lines 14 and 27.
Yes. Subtract line 11 from line 8. Enter the result.
13 Enter the amount from the Credit Limit Worksheet A . . . . . . . . . . . . . . . . . 13 0.
14 Enter the smaller of line 12 or 13. This is your child tax credit and credit for other dependents . . . . . 14 0.
Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 19.
If the amount on line 12 is more than the amount on line 14, you may be able to take the additional child tax credit
on Form 1040, 1040-SR, or 1040-NR, line 28. Complete your Form 1040, 1040-SR, or 1040-NR through line 27
(also complete Schedule 3, line 11) before completing Part II-A.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 07/23/23 Intuit.cg.cfp.sp Schedule 8812 (Form 1040) 2022
Schedule 8812 (Form 1040) 2022 Page 2
Part II-A Additional Child Tax Credit for All Filers
Caution: If you file Form 2555, you cannot claim the additional child tax credit.
15 Check this box if you do not want to claim the additional child tax credit. Skip Parts II-A and II-B. Enter -0- on line 27 . . . . .
16a Subtract line 14 from line 12. If zero, stop here; you cannot take the additional child tax credit. Skip Parts II-A
and II-B. Enter -0- on line 27 . . . . . . . . . . . . . . . . . . . . . . . . . 16a 500.
b Number of qualifying children under 17 with the required social security number: 0 x $1,500.
Enter the result. If zero, stop here; you cannot claim the additional child tax credit. Skip Parts II-A and II-B.
Enter -0- on line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16b 0.
TIP: The number of children you use for this line is the same as the number of children you used for line 4.
17 Enter the smaller of line 16a or line 16b . . . . . . . . . . . . . . . . . . . . . . 17
18a Earned income (see instructions) . . . . . . . . . . . . . . . . 18a 0.
b Nontaxable combat pay (see instructions) . . . . . . 18b
19 Is the amount on line 18a more than $2,500?
No. Leave line 19 blank and enter -0- on line 20.
Yes. Subtract $2,500 from the amount on line 18a. Enter the result . . . . 19
20 Multiply the amount on line 19 by 15% (0.15) and enter the result . . . . . . . . . . . . . . 20
Next. On line 16b, is the amount $4,500 or more?
No. If you are a bona fide resident of Puerto Rico, go to line 21. Otherwise, skip Part II-B and enter the
smaller of line 17 or line 20 on line 27.
Yes. If line 20 is equal to or more than line 17, skip Part II-B and enter the amount from line 17 on line 27.
Otherwise, go to line 21.
Part II-B Certain Filers Who Have Three or More Qualifying Children and Bona Fide Residents of Puerto Rico
21 Withheld social security, Medicare, and Additional Medicare taxes from Form(s) W-2,
boxes 4 and 6. If married filing jointly, include your spouse’s amounts with yours. If
your employer withheld or you paid Additional Medicare Tax or tier 1 RRTA taxes, see
instructions . . . . . . . . . . . . . . . . . . . . . . . 21
22 Enter the total of the amounts from Schedule 1 (Form 1040), line 15; Schedule 2 (Form
1040), line 5; Schedule 2 (Form 1040), line 6; and Schedule 2 (Form 1040), line 13 . 22
23 Add lines 21 and 22 . . . . . . . . . . . . . . . . . . . . 23
24 1040 and
}
1040-SR filers: Enter the total of the amounts from Form 1040 or 1040-SR, line 27,
and Schedule 3 (Form 1040), line 11.
1040-NR filers: Enter the amount from Schedule 3 (Form 1040), line 11. 24
25 Subtract line 24 from line 23. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . 25
26 Enter the larger of line 20 or line 25 . . . . . . . . . . . . . . . . . . . . . . . 26
Next, enter the smaller of line 17 or line 26 on line 27.
Part II-C Additional Child Tax Credit
27 This is your additional child tax credit. Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 28 . . 27
REV 07/23/23 Intuit.cg.cfp.sp Schedule 8812 (Form 1040) 2022
BAA
Form 8995 Qualified Business Income Deduction OMB No. 1545-2294
Simplified Computation
Attach to your tax return.
2022
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form8995 for instructions and the latest information. Sequence No. 55
Name(s) shown on return Your taxpayer identification number
Shawntae L Adams 572-85-3164
Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is at or below $170,050 ($340,100 if married
filing jointly), and you aren’t a patron of an agricultural or horticultural cooperative.
1 (a) Trade, business, or aggregation name (b) Taxpayer (c) Qualified business
identification number income or (loss)
ii
iii
iv
Adjustments to income
Tax expense 0. 0.
Interest expense
Contributions
Misc. deductions
Total itemized/
standard deduction 12,550. 12,950.
Exemption amount 0. 0.
QBI deduction 0. 0.
Taxable income 0.
Tax
Total credits
Other taxes
Payments 11.
Amount owed
Applied to next
year’s estimated tax
Refund 11.
**Tax bracket %
If you are owed federal tax refund(s), you have a right to choose how you will receive the refund(s). There
are several options available to you. Some options cost money and some options are free. Please read
about these options below.
You can file your federal tax return(s) electronically or by paper and obtain your federal tax refund(s)
directly from the Internal Revenue Service ("IRS") for free. If you file your tax return(s)
electronically, you can receive refund checks directly from the IRS through the U.S. Postal Service
in 21 to 28 days from the time you file your tax return(s) or the IRS can deposit your refund(s)
directly into your bank account in less than 21 days from the time you file your tax return(s) unless
there are delays by the IRS. If you file a paper return through the U.S. Postal Service, you
can receive refund checks directly from the IRS through the U.S. Postal Service in 6 to 8 weeks
from the time the IRS receives your return(s) or the IRS can deposit your refund(s) directly
into your bank account in 6 to 8 weeks from the time the IRS receives your return(s). However, if
your return(s) contains Earned Income Tax Credit or Additional Child Tax Credit, the IRS will
issue your refund(s) no earlier than February 15, 2023.
You can file your federal tax return(s) electronically, select the Refund Processing Service ("RPS") for an
additional fee of $39.00 (the "RPS fee"), and have your federal tax refund(s) processed through a processor using
banking services of a financial institution. The RPS allows your refund(s) to be deposited into a bank account
at Green Dot Bank ("Bank") and deducts your TurboTax fees and other amounts that you authorize from your
federal refund(s). The balance of your federal refund(s) is delivered to you via the disbursement method you select.
If you file your tax return(s) electronically and select the RPS, the IRS will deposit your refund(s) with Bank. Upon
Bank's receipt of your refund(s), Santa Barbara Tax Products Group, LLC, a division of Green Dot Corporation, a Delaware
corporation, a processor, will deduct from your federal refund(s) the RPS fee, any fees charged by TurboTax for the
preparation and filing of your tax return(s) and any other amounts authorized by you and disburse the balance of your
refund proceeds to you. Unless there are unexpected delays, federal refunds are received in less than 21 days from the
time you file your tax return(s) electronically. However, if your return(s) contains Earned Income Tax Credit or
Additional Child Tax Credit, the IRS will issue your refund(s) no earlier than February 15, 2023.
The RPS is not necessary to obtain your refund(s). If you have an existing bank account, you do not need
to use the RPS, which requires the payment of a fee, in order to receive a direct deposit from the IRS.
You may consult the IRS website (IRS.gov) for information about tax refund processing.
If you select the RPS, no prior debt you may owe to Bank will be deducted from your refund(s).
You can change your income tax withholdings which might result in you receiving additional funds
throughout the year rather than waiting to receive these funds potentially in tax refund(s) next year.
Please consult your employer or tax advisor for additional details.
The chart below shows the options for filing your federal tax returns (e-file or paper returns), the
RPS product, refund disbursement options, estimated timing for obtaining your federal tax refund
proceeds, and costs associated with the various options.
WHAT TYPE WHAT ARE YOUR WHAT IS THE WHAT COSTS DO YOU
OF FILING DISBURSEMENT ESTIMATED TIME TO INCUR IN ADDITION
METHOD? OPTIONS? RECEIVE REFUND(S)? TO TAX PREPARATION
FEES?
Refund Processing
Service
1You may experience delays with your tax refund(s) if, for example, you enter incorrect bank account or contact
information, you enter a bank account in someone else's name, or if possible suspicious activity is detected.
If your return(s) contains Earned Income Tax Credit or Additional Child Tax Credit, the IRS will issue your
refund(s) no earlier than February 15, 2023.
2Thecharges here consist of an RPS Fee, a TurboTax fee and any fees for additional products and services purchased.
See Section 3 of the Refund Processing Service Agreement for the cost of the service you have chosen.
Use this worksheet to enter all data which will flow to the Form 1040 or Form 1040SR and Schedules 1- 3.
Use these QuickZooms to jump to the entry sections for Schedules 1- 3 on this Worksheet:
Form 1040 or Form 1040SR Worksheet Navigation QuickZooms
QuickZoom to Schedule 1 ' Additional Income and Adjustments to Income
QuickZoom to Schedule 2 ' Additional Taxes
QuickZoom to Schedule 3 ' Additional Credits and Payments
Form 1040 or Form 1040-SR ' Personal Info, Filing Status, Dependent Info
For the year January 1 - December 31, 2022, or other tax year
beginning , 2022, ending , 20 .
Home Address (No. and Street). If You Have a P.O. Box, See instructions. Apt. No.
2115 Constance Ave
City, Town or Post Office. If you have a foreign address, also complete below. State ZIP Code
North Las Vegas NV 89032-3607
Foreign country name Foreign province/state/county Foreign postal code
Check here if you, or your spouse if filing jointly, want $3 to go to this fund.
Checking a box will not change your tax or refund You Spouse
Digital At any time during 2022, did you: (a) receive (as a reward, award, or payment for property
Assets or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial
interest in a digital asset)? Yes X No
X Single
Married filing jointly (even if only one had income)
Married filing separately. Enter spouse’s SSN above and full name here.
Head of household (with qualifying person). (See instructions) If the qualifying person is a child
but not your dependent, enter the child’s name here.
Qualifying surviving spouse (QSS)
Dependents If more than four dependents, see instructions and check here
(1) First name Last name (2) Social (3) (4) Check the box if
security Relationship qualifies for
number to you Credit for
Child other
tax credit dependents
Standard Deduction
19 Child tax credit or credit for other dependents from Schedule 8812 19
20 Amount from Schedule 3, line 8 20
21 Add lines 19 and 20 21
22 Subtract line 21 from line 18. If zero or less, enter -0- 22 0.
23 Other taxes, including self-employment tax, from Schedule 2, line 21 23 0.
24 Add lines 22 and 23. This is your total tax 24 0.
Refund:
34 If total Payments is more than total tax, subtract total tax from payments
This is the amount you overpaid 34
35 a Amount of overpayment you want refunded to you.
If Form 8888 is attached, check here 35
Direct deposit?
b Routing number XXXXXXXXX
c Type:
Checking
Savings
d Account number XXXXXXXXXXXXXXXXX
36 Amount of overpayment on line 34 you want
applied to your 2023 estimated tax 36
8z
9 Total other income. Add lines 8a through 8z 9
10 Combine lines 1 through 7 and 9.
Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 10
Total Income. Combine Form 1040 lines 1- 7 and
Schedule 1, line 10, enter on Form 1040, line 9
11 Educator expenses 11
12 Certain business expenses of reservists, performing artists, and fee-basis
government officials. Attach Form 2106 12
13 Health savings account deduction. Attach Form 8889 13
14 Moving expenses for members of the Armed Forces.
Attach Form 3903 14
15 Deductible part of self-employment tax. Attach Schedule SE 15
16 Self-employed SEP, SIMPLE, and qualified plans 16
17 Self-employed health insurance deduction 17
18 Penalty on early withdrawal of savings 18
19 a Alimony paid 19 a
b Recipient’s SSN
c Date of original divorce or separation agreement
20 IRA deduction 20
21 Student loan interest deduction 21
22 Reserved for future use 22
23 Archer MSA deduction 23
24 Other adjustments:
a Jury duty pay 24 a
b Deductible expenses related to income reported on
line 8l from the rental of personal property engaged
in for profit 24 b
c Nontaxable amount of the value of Olympic and
Paralympic medals and USOC prize money reported
on line 8m 24 c
d Reforestation amortization and expenses 24 d
e Repayment of supplemental unemployment
benefits under the Trade Act of 1974 24 e
f Contributions to section 501(c)(18)(D) pension plans 24 f
g Contributions by certain chaplains to section
403(b) plans 24 g
h Attorney fees and court costs for actions involving
certain unlawful discrimination claims 24 h
i Attorney fees and court costs you paid in connection
with an award from the IRS for information you
provided that helped the IRS detect tax law violations 24 i
j Housing deduction from Form 2555 24 j
k Excess deductions of section 67(e) expenses from
Schedule K-1 (Form 1041) 24 k
z Other adjustments. List type and amount:
24 z
25 Total other adjustments. Add lines 24a through 24z 25
26 Add lines 11 through 23 and 25
5These are your adjustments to income. Enter here and on Form 1040 or
1040-SR, line 10, or Form 1040-NR, line 10a 26
Part I Tax
17 a
b Recapture of federal mortgage subsidy, if you sold
your home see instructions 17 b
c Additional tax on HSA distributions. Attach Form 8889 17 c
d Additional tax on an HSA because you didn’t remain
an eligible individual. Attach Form 8889 17 d
e Additional tax on Archer MSA distributions.
Attach Form 8853 17 e
f Additional tax on Medicare Advantage MSA
distributions. Attach Form 8853 17 f
g Recapture of a charitable contribution deduction
related to a fractional interest in tangible
personal property 17 g
h Income you received from a nonqualified deferred
compensation plan that fails to meet the requirements
of section 409A 17 h
i Compensation you received from a nonqualified
deferred compensation plan described in
section 457A 17 i
j Section 72(m)(5) excess benefits tax 17 j
k Golden parachute payments 17 k
l Tax on accumulation distribution of trusts 17 l
m Excise tax on insider stock compensation from an
expatriated corporation 17 m
n Look-back interest under section 167(g) or 460(b)
from Form 8697 or 8866 17 n
o Tax on non-effectively connected income for any
part of the year you were a nonresident alien from
Form 1040-NR 17 o
p Any interest from Form 8621, line 16f, relating to
distributions from, and dispositions of, stock of
a section 1291 fund 17 p
q Any interest from Form 8621, line 24 17 q
z Any other taxes. List type and amount:
17 z
18 Total additional taxes. Add lines 17a through 17z 18
19 Reserved for future use 19
20 Section 965 net tax liability installment from
Form 965-A 20
21 Add lines 4, 7 through 16, and 18.
These are your total other taxes.
Enter here and on Form 1040 or 1040-SR, line 23, or Form 1040-NR, line 23b 21 0.
Total tax (add line 21 and Schedule 3, line 8b) 0.
Page 7
6z
7 Total other nonrefundable credits. Add lines 6a through 6z 7
8 Add lines 1 through 5 and 7.
Enter here and on Form 1040, 1040-SR, or 1040-NR, line 20 8
a Add line 8 plus child tax/other dep. credit on line 19 above
b Subtract total credits on line 8a from tax on line 18 above 0.
13 z
14 Total other payments or refundable credits. Add lines 13a through 13z 14
15 Total Payments: Part II, lines 9 through 12 and 14,
Withholding (Form 1040, line 25d),
Estimated Tax Payments (Form 1040, line 26) and Form 1040, lines 27-30 15
Other Payments and Refundable Credits (Form 1040, line 32)
Page 8
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and
statements, and to the best of my knowledge and belief, they are true, correct, and accurately list all
amounts and sources of income I received during the year. Declaration of preparer (other than taxpayer)
is based on all information of which preparer has any knowledge.
If the IRS sent you
an Identity Protection
Your Signature Date Your Occupation PIN, enter it here
Hairdresser
Spouse’s Signature. If joint, both must sign. Date Spouse’s Occupation
Adjustment for trade or business income not subject to net investment tax
Capital loss carryover adjustment from 2021 for net investment tax purposes
Enter additional adjustments not included above and check the box if a capital gain or loss:
Net gain or loss from disposition of property not subject to net investment tax
Capital gain or loss from sale of property not subject to net investment income tax
Line 9b - State, local, and foreign income taxes allocable to net investment income
1 Reserved 1
2 Enter the amount of state, local, and foreign income taxes that are properly
allocable to investment income 2
3 Enter the amount of other Itemized Deductions subject to the section 68
limitation and properly allocable to investment income before any itemized
deduction limitation:
3
4 Enter the total deductions properly allocable to investment income subject to
the section 68 limitation. Enter the sum of lines 1 through 3 4
5 Enter the amount of total itemized deductions allowed after the section 68
limitation. Form 1040, line 12 5
6 Enter all other itemized deductions allowed but not subject to the section 68
deduction limitation: 6
7 Subtract line 6 from line 5 7
8 Enter the lesser of line 7 or line 4 8
Shawntae L Adams 572-85-3164 Page 3
Part IV - Reconciliation of Schedule A Deductions to Form 8960 plus additional expenses, lines 9 and 10
(A) (B) (C)
Reenter the amounts and descriptions from Part III, lines 1-3 Fraction Column A
(see Help) times B
Miscellaneous Itemized Deductions properly allocable to Investment
Income reportable on Form 8960, line 9c:
1 Reserved
Calculation of Former Passive Activity Suspended Losses Allowed as Deduction Against NII
(a) Activity name (b) Suspended (c) Suspended (d) Used against (e) Used against
12/31/2021 12/31/2022 activity other passive
(a) Activity name (b) Suspended (c) Suspended (d) Used against (e) Used against
12/31/2021 12/31/2022 activity other passive
(a) Activity name (b) Suspended (c) Suspended (d) Used against (e) Used against
12/31/2021 12/31/2022 activity other passive
Schedule 1 Other Income Statement 2022
Line 8
Statement L8
(a) (b)
Taxpayer Spouse
Total. Add lines a through z. (Do not include aa.) Enter here
and on Schedule 1, line 9
Federal Information Worksheet 2022
G Keep for your records
Part I ' Personal Information
Information in Part I is completely calculated from entries on Personal Information Worksheets.
Taxpayer: Spouse:
First name Shawntae First name
Middle initial L Suffix Middle initial Suffix
Last name Adams Last name
Social security no. 572-85-3164 Social security no.
Occupation Hairdresser Occupation
Date of birth 08/03/1985 (mm/dd/yyyy) Date of birth (mm/dd/yyyy)
Age as of 1-1-2023 37 Age as of 1-1-2023
Daytime phone (702)289-6787 Ext Daytime phone Ext
Legally blind Legally blind
Date of death Date of death
Dependent of Someone Else: Dependent of Someone Else:
Can taxpayer be claimed as dependent of another Can spouse be claimed as dependent of another
person (such as parent)? Yes X No person (such as parent)? Yes No
If yes, was taxpayer claimed as dependent on that If yes, was spouse claimed as dependent on that
person’s return? Yes X No person’s return? Yes No
Credit for the Elderly or Disabled (Schedule R): Credit for the Elderly or Disabled (Schedule R):
Is the taxpayer retired on total Is the spouse retired on total
and permanent disability? Yes No and permanent disability? Yes No
Presidential Election Campaign Fund: Presidential Election Campaign Fund:
Does the taxpayer want $3 to go to the Presidential Does the spouse want $3 to go to the Presidential
Election Campaign Fund? Yes X No Election Campaign Fund? Yes No
Part II ' Address and Federal Filing Status (enter information in this section)
US Address:
Address 2115 Constance Ave Apt no.
City North Las Vegas State NV ZIP code 89032-3607
Foreign Address: Check this box to use foreign address
Address Apt no.
City
Foreign code Foreign country
Foreign province/county Foreign postal code
APO/FPO/DPO address, check if appropriate APO FPO DPO
Home phone
Check to print phone number on Form 1040 Home X Taxpayer daytime Spouse daytime
Print Form 1040-SR instead of Form 1040 Yes X No
Federal filing status:
X 1 Single
2 Married filing jointly
3 Married filing separately
Check this box if you did not live with your spouse at any time during the year
Check this box if you are eligible to claim your spouse’s exemption/blind/over age 65 (see Help)
4 Head of household
If the ’qualifying person’ is your child but not your dependent:
Child’s First name MI Last Name Suff
Child’s social security number
5 Qualifying surviving spouse
Check the appropriate box for the year your spouse died 2020 2021
Are you a dependent with a qualifying child Yes No
Enter qualifying person’s name:
Child’s First name MI Last Name Suff
Child’s social security number
Part III ' Dependent/Earned Income Credit/Child and Dependent Care Credit Information
Information in Part III is completely calculated from entries on Dependent/Nondependent Info Worksheets.
Date of birth Date of death Not
(mm/dd/yyyy) (mm/dd/yyyy) qual
credit
Qualified other
Not child/dep Lived dep
C qual care exps with Educ *
Social security o for incurred E taxpyr Tuitn D
First name MI number d child and paid I in and e
Last name Suff Relationship Age e tax cr 2022 C U.S. Fees p
tony 558-09-2302 02/06/2020
Jacob Other 2 O N 12 Yes
Part IV ' Earned Income Credit Information (you must answer these questions to calculate EIC)
Is the taxpayer or spouse a qualifying child for EIC for another person? Yes No
Was the taxpayer’s (and spouse’s if married filing jointly) home in the United States
for more than half of 2022? Yes No
If the SSN of the taxpayer, or spouse if married filing jointly, was obtained to
get a federally funded benefit, such as Medicaid, and the Social Security card
contains the legend Not Valid for Employment, check this box (see Help)
Check if you are filing head of household and your spouse is a nonresident alien
and you lived with your spouse during the last six months of 2022
Check if you were notified by the IRS that EIC cannot be claimed in 2022 or
if you are ineligible to claim the EIC in 2022 for any other reason
Part V ' Direct Deposit or Direct Debit Information (not applicable for Form 9465)
Do you want to elect direct deposit of any federal tax refund? Yes X No
Do you want to elect direct debit of federal balance due (Electronic filing only)? Yes No
If you selected either of the options above, fill out the information below:
Name of Financial Institution (optional)
Check the appropriate box Checking Savings
Routing number Account number
Enter the following information only if you are requesting direct debit of balance due:
Enter the payment date to withdraw from the account above
Balance-due amount from this return
Amended Returns:
Do you want to elect direct debit of federal amended balance due (e-File only)? Yes No
Enter the payment date to withdraw from the account above
Balance-due amount from this amended return
Part VI ' Additional Information for Your Federal Return ' Continued
Taxpayer:
Enter the taxpayer’s state of residence as of December 31, 2022 NV
Check the appropriate box:
Taxpayer is a resident of the state above for the entire year X
Taxpayer is a resident of the state above for only part of year
Date the taxpayer established residence in state above
In which state (or foreign country) did the taxpayer reside before this change?
Spouse:
Enter the spouse’s state of residence as of December 31, 2022
Check the appropriate box:
Spouse is a resident of the state above for the entire year
Spouse is a resident of the state above for only part of year
Date the spouse established residence in state above
In which state (or foreign country) did the spouse reside before this change?
Nonresident states:
Check this box if you are in a Registered Domestic Partnership or a civil union
If you checked the box on the line above, also check the appropriate box below:
Check if this is your individual federal return you are filing with the IRS
Check if this is the joint return created to file joint state tax return (see Help)
Shawntae L Adams 572-85-3164 Page 4
Use the PIN that you signed last year’s tax return with.
Taxpayer’s Prior year PIN
Spouse’s Prior year PIN
These signature PINs are chosen by the taxpayer and spouse and used for e-filing your tax return
Taxpayer’s PIN used to sign the return
Spouse’s PIN used to sign the return
Taxpayer:
Drivers license or state ID number
Issued by what state
License or ID license ID neither decline
Spouse
Drivers license or state ID number
Issued by what state
License or ID license ID neither decline
Personal Information Worksheet 2022
For the Taxpayer
G Keep for your records
Are you retired on total and permanent disability? (for Schedule R, see Help). Yes No
Check if this person is legally blind Yes X No
If deceased, enter the date of death (mm/dd/yyyy)
Were you under the age of 16 as of 1-1-2023 and this is the first year you
are filing a tax return? Yes No
Part II ' Questions for Individuals Who Could Be Or Are Dependents of Another Taxpayer
1 Can another taxpayer (such as your parent) claim you as a dependent? Yes X No
2 a If you answered ’Yes’ to question 1, are you actually claimed as a
dependent on that person’s tax return? Yes X No
b If you answered ’No’ to question 2a, was the person(s) who could claim you
required to file a tax return for 2022, or filed a tax return for any reason
other than to claim a refund of taxes paid or withheld? If the answer is ’No’,
change the answer to question 1 to ’No’. (see help) Yes No
Questions 3 through 5 are only required for individuals who claim the
American Opportunity Credit.
3 Were you a full-time student during any part of five months during 2022? Yes No
4 Did your earned income exceed one-half of your support? Yes No
5 Was at least one of your parents alive on December 31, 2022? Yes No
Qualified dependent care expenses incurred and paid for this person in 2022
Unreimbursed medical expenses paid for qualifying person in 2022
Employment taxes paid for dependent care providers in 2022
Full-time student for 5 calendar months during 2022? Yes X No
Disabled person who was not physically or mentally capable of self-care? Yes X No
This person is a qualifying person for the child and dependent care credit Yes X No
Dependent and Nondependent Information Worksheet 2022
G Keep for your records
NOTE: The ability to set your answers to being the same as last year for the
dependent is only available in Step-by-Step mode and not in Forms mode.
Are the answers to the questions below for this person, to determine
whether they are your dependent, the same as they were last year? Yes No
*Dependency code is set based on your selections in the Dependency Exemption/EIC Smart Worksheet
Dependent is disabled
This person is adopted and you are a U.S. citizen or U.S. national
TurboTax Web Only:
Was the adoption final as of December 31, 2022? Yes No
Was the person placed with you for adoption after 2022, or was the adoption
final in 2022 or later? Yes No
The adopted child lived with you all year Yes No
*If the child is adopted, you are a U.S. citizen or U.S. national and they lived with you
all year, they are considered to meet the citizen test and the U.S. citizen box will
automatically be checked yes.
*EIC code is set based on your selections in the Dependency Exemption/EIC Smart Worksheet
Check if this person is not a qualifying child for the child tax credit
Check if this person is not a qualifying person for the credit for other dependents
If the IRS sent an Identity Protection PIN for this dependent, enter it here
Part-Year Resident State Allocation Worksheet 2022
G Keep for your records
Check the box to activate this worksheet
2 T Taxable interest
S Taxable interest
3 T Dividends
S Dividends
5 T Alimony received
S Alimony received
Shawntae L Adams 572-85-3164 Page 2
* Enter the state of source for this income B
INCOME Federal Amount Residency Info * Allocated
(continued) From To Res Src Amount
Total Subtotal mm/dd mm/dd St St
* Enter the state of source for this income (See Tax Help) B
INCOME Federal Residency Info * Allocated
(continued) Amount From To Res Src Amount
mm/dd mm/dd St St
10 T Other gains/losses
S Other gains/losses
11 T Unemployment compensation
S Unemployment compensation
Shawntae L Adams 572-85-3164 Page 3
13 T Taxable pensions/annuities
S Taxable pensions/annuities
17 T Educator expenses
S Educator expenses
20 T Moving expenses
S Moving expenses
22 T Alimony paid
S Alimony paid
23 T IRA deduction
S IRA deduction
25 T Self-employment tax
S Self-employment tax
28 T Reserved
S Reserved
29 Other adjustments T
S
30 Total adjustments T
S
31 Adjusted gross income T
S
Form 1040 Forms W-2 & W-2G Summary 2022
G Keep for your records
z Total
Qualified Business Income Component Worksheet 2022
G Keep for your records
For multiple businesses being aggregated under Regulations section 1.199A-4, complete the
explanation statements below.
Provide a description of the trade or business and an explanation of the factors met that allow the
aggregation in accordance with Regulations section 1.199A-4.
Has this trade or business aggregation changed from the prior year? This includes changes due to a
a trade or business being formed, acquired, disposed, or ceasing operations. If yes, explain.
Regular Alternative
Tax Minimum Tax
If you are not reporting a gain on Form 4797, line 7, skip lines 1
through 9 and go to line 10.
1 If you have a section 1250 property in Part III of Form 4797 for
which you made an entry in Part I of Form 4797 (but not Form
6252), enter the smaller of line 22 or line 24 of Form 4797 for that
property. If you did not have any such property, go to line 4. 1
2 Enter the amount from Form 4797, line 26g, for the property for
which you made an entry on line 1 2
3 Subtract line 2 from line 1 3
4 Enter the total unrecaptured section 1250 gain included on lines
26 or 37 of Form(s) 6252 from installment sales of trade or
business property held more than one year 4
5 Enter the total of any amounts reported on a Schedule K-1 from a
partnership or an S corporation as "unrecaptured section 1250
gain". 5
6 Add lines 3 through 5 6
7 Enter the smaller of line 6 or the gain from Form
4797, line 7 7
8 Enter the amount, if any, from Form 4797, line 8 8
9 Subtract line 8 from line 7. If zero or less, enter -0- 9
10 Enter the amount of any gain from sale of an interest in a
partnership attributable to unrecaptured section 1250 gain 10
11 Enter the total of any amounts reported to you as "unrecaptured
section 1250 gain" from an estate, trust, real estate investment
trust or mutual fund
Regular AMT
a On Form 1099-DIV
b On Form 2439
c On Schedule(s) K-1
d On Form 1099-R
e From Form 8814
f Other
Total 11
12 Enter the total of any unrecaptured section 1250 gain from sales
(including installment sales) or other dispositions of section 1250
property held more than 1 year for which you did not make
an entry in Part I of Form 4797 for the year of sale 12
13 Add lines 9 through 12 13
14 If you had any section 1202 gain or collectibles gain or (loss),
enter the total of lines 1 thru 4 of the 28% Rate Gain Worksheet.
Otherwise, enter -0- 14 0. 0.
15 Enter the (loss), if any, from Schedule D, line 7. If Schedule D, line
7, is zero or a gain, enter -0- 15 0. 0.
16 Enter your long-term capital loss carryovers from Schedule D, line
14, and Schedule K-1 (Form 1041), line 11, code D 16
a Enter your capital gain excess, if you are filing Form 2555 a 0.
17 Combine lines 14 through 16a. If the result is a (loss), enter it as a
positive amount. If the result is zero or a gain, enter -0- 17 0. 0.
18 Unrecaptured section 1250 gain. Subtract line 17 from line 13. If
zero or less, enter -0-. If more than zero, enter the result here and
on Schedule D, line 19 18
Schedule D 28% Rate Gain Worksheet 2022
Line 18 G Keep for your records
Regular Alternative
Tax Minimum Tax
1 Enter the total of all collectibles gain or (loss) from items you
reported on Form 8949, Part II 1
2 Enter as a positive number the amount of any section 1202
exclusion you reported in column (g) of Form 8949, Part II, with
code "Q" in column (f), that is 50% of the gain, plus 2/3 of any
section 1202 exclusion you reported in column (g) of Form
8949, Part II, with code "Q" in column (f), that is 60% of the
gain, plus 1/3 of any section 1202 exclusion you reported in
column (g) of Form 8949, Part II, with code "Q" in column (f),
that is 75% of the gain.
50 % 60 % 75%
Exclusion Exclusion Exclusion
a Schedule D
b Form 8814
c Schedule B
d Form 6252
e Form 2439
f Other
Total 2
3 Enter the total of all collectibles gain or (loss) from:
Regular AMT
a Form 4684, line 4 (but only
if line 15 is more than zero)
b Form 6252
c Form 6781, Part II
d Form 8824
Total 3
4 Enter the total of any collectibles gain reported to you on:
Regular AMT
a Form 1099-DIV, box 2d
b Form 2439, box 1d
c Schedule K-1 from a
partnership, S corporation,
estate, or trust
d Disposition of interest in
partnership or S corporation
e Other
Total 4
5 Enter your long-term capital loss carryovers from Schedule D,
line 14, and Schedule K-1 (Form 1041), line 11, code C 5
6 If Schedule D, line 7, is a (loss), enter that (loss) here.
Otherwise, enter -0-. 6
7 Combine lines 1 through 6. If zero or less, enter -0-. If more
than zero, also enter this amount on Schedule D, line 18 7
8 Enter the amount of any capital gain excess 8 0.
9 Subtract line 8 from line 7. If zero or less, enter -0-.
Enter this amount on Schedule D Tax Worksheet, line 11a 9 0. 0.
Form 1040 Schedule D Tax Worksheet 2022
Line 16 G Keep for your records
Estimated Tax Payments for 2022 (If more than 4 payments for any state or locality, see Tax Help)
Tot Estimated
Payments
10 Forms W-2
11 Forms W-2G
12 Forms 1099-R
13 Forms 1099-MISC, 1099-NEC, 1099-K, 1099-G
14 Schedules K-1
15 Forms 1099-INT, DIV and OID
16 Social Security and Railroad Benefits
17 Form 1099-B St Loc
18 a Other withholding St Loc
b Other withholding St Loc
c Other withholding St Loc
d Positive Adjustment St Loc
e Negative Adjustment St Loc
f Additional Medicare Tax
19 Total Withholding Lines 10 through 18f
Tax Deductions
b Non-business portion of personal property taxes from Car & Truck Exp Wks
c Other personal property taxes
d Add lines 3a through 3c (to Schedule A, line 5c)
4 Other taxes:
a Other taxes from Schedule(s) K-1
b Foreign taxes from interest and dividends
c Foreign taxes from Schedule(s) K-1
d Other foreign taxes (not used to claim a foreign tax credit)
e Other taxes.
2021 Amount Enter 2022 description:
Interest Deductions
Step 1 ' Enter your other charitable contributions made during the year.
1 Enter your cash contributions to 60% limit organizations 1
2 Enter your contributions of capital gain property "for the use of" any qualified
organization 2
3 Enter your other contributions "for the use of" any qualified organization.
Don’t include any contributions you entered on a previous line 3
4 Enter your other contributions to qualified organizations that aren’t 50% limit
organizations. Don’t include any contributions you entered on a previous line 4
5 Enter your contributions of capital gain property to 50% limit organizations
deducted at fair market value. Don’t include any contributions you entered on
a previous line. 5
6 Enter your noncash contributions to 50% limit organizations other than capital
gain property you deducted at fair market value. Be sure to include
contributions of capital gain property to 50% limit organizations if you reduced
the property’s fair market value. Don’t include any contributions you entered
on a previous line 6
7 Enter your cash contributions to 50% limit organizations. Don’t include any
contributions you entered on a previous line 7
Step 2 ' Figure your deduction for the year (if any result is zero or less, enter -0-)
8 Enter your adjusted gross income (AGI) 8
A Cash contributions subject to the limit based on 60% of AGI
(If line 7 is zero, leave lines 9 through 11 blank)
9 Multiply line 8 by 0.6 9
10 Deductible amount. Enter the smaller of line 7 or line 9 10
11 Carryover. Subtract line 10 from line 7 11
B Noncash contributions subject to the limit based on 50% of AGI
(If line 6 is zero, leave lines 12 through 15 blank)
12 Multiply line 8 by 0.5 12
13 Subtract line 10 from line 12 13
14 Deductible amount. Enter the smaller of line 6 or line 13 14
15 Carryover. Subtract line 14 from line 6 15
C Contributions (other than capital gain property) subject to limit based on 30% of AGI
(If lines 3 and 4 are both zero, leave lines 16 through 22 blank)
16 Multiply line 8 by 0.5 16
17 Add lines 5, 6, and 7 17
18 Subtract line 17 from line 16 18
19 Multiply line 8 by 0.3 19
20 Add lines 3 and 4 20
21 Deductible amount. Enter the smallest of line 18, 19, or 20 21
a Cash portion of deductible amount - for Sch A line 11 a
b Non-cash portion of deductible amount - for Sch A line 12 b
22 Carryover. Subtract line 21 from line 20 22
D Contributions of capital gain property subject to limit based on 30% of AGI
(If line 5 is zero, leave lines 23 through 28 blank)
23 Multiply line 8 by 0.5 23
24 Add lines 6 and 7 24
25 Subtract line 24 from line 23 25
26 Multiply line 8 by 0.3 26
27 Deductible amount. Enter the smallest of line 5, 25, or 26 27
28 Carryover. Subtract line 27 from line 5 28
E Contributions subject to the limit based on 20% of AGI
(If line 2 is zero, leave lines 29 through 37 blank)
29 Multiply line 8 by 0.5 29
30 Add lines 10, 14, 21, and 27 30
31 Subtract line 30 from line 29 31
32 Multiply line 8 by 0.3 32
33 Subtract line 21 from line 32 33
34 Subtract line 27 from line 32 34
35 Multiply line 8 by 0.2 35
36 Deductible amount. Enter the smallest of line 2, 31, 33, 34,
or 35 36
37 Carryover. Subtract line 36 from line 2 37
F Qualified contributions subject to limit based on 100% of AGI
(If line 1 is zero, leave lines 38 through 42 blank)
38 Enter the amount from line 8 38
39 Add lines 10, 14, 21, 27, and 36 39
40 Subtract line 39 from line 38 40
41 Deductible amount. Enter the smaller of line 1 or line 40 41
42 Carryover. Subtract line 41 from line 1 42
G Deduction for the year
43 Add lines 10, 14, 21, 27, 36 and 41. Enter the total here
and include the deductible amounts on Schedule A (Form
1040), line 11 or line 12 whichever is appropriate. Also,
enter the amount from line 41 on the dotted line next to the
line 11 entry space 43
44 Carryover to next year. Add lines 11, 15, 22, 28 and 37 44
Note: Any amounts in the carryover column are not deductible this year but can be carried over to next
year. See Carryovers, later, for more information about how you will use them next year.
Charitable Deduction Limits Worksheet 2022
For Carryover Contributions
G Keep for your records
Step 1 ' Enter your other charitable contributions made during the year.
1 Enter your cash contributions to 60% limit organizations 1
2 Enter your contributions of capital gain property "for the use of" any qualified
organization 2
3 Enter your other contributions "for the use of" any qualified organization.
Don’t include any contributions you entered on a previous line 3
4 Enter your other contributions to qualified organizations that aren’t 50% limit
organizations. Don’t include any contributions you entered on a previous line 4
5 Enter your contributions of capital gain property to 50% limit organizations
deducted at fair market value. Don’t include any contributions you entered on
a previous line. 5
6 Enter your noncash contributions to 50% limit organizations other than capital
gain property you deducted at fair market value. Be sure to include
contributions of capital gain property to 50% limit organizations if you reduced
the property’s fair market value. Don’t include any contributions you entered
on a previous line 6
7 Enter your cash contributions to 50% limit organizations. Don’t include any
contributions you entered on a previous line 7
Step 2 ' Figure your deduction for the year (if any result is zero or less, enter -0-)
8 Enter your adjusted gross income (AGI) 8
Percentage Used in
of line 8 Current Year
a 60% AGI limit to line 9 0. Less 0. a 0.
b 50% AGI limit to line 12 0. Less 0. b 0.
c 30% AGI limit, Section C to line 19 0. Less 0. c 0.
d 30% AGI limit, Section D to line 26 0. Less 0. d 0.
e 20% AGI limit to line 35 0. Less 0. e 0.
A Cash contributions subject to the limit based on 60% of AGI
(If line 7 is zero, leave lines 9 through 11 blank)
9 Multiply line 8 by 0.6 9
10 Deductible amount. Enter the smaller of line 7 or line 9 10
11 Carryover. Subtract line 10 from line 7 11
B Noncash contributions subject to the limit based on 50% of AGI
(If line 6 is zero, leave lines 12 through 15 blank)
12 Multiply line 8 by 0.5 12
13 Subtract line 10 from line 12 13
14 Deductible amount. Enter the smaller of line 6 or line 13 14
15 Carryover. Subtract line 14 from line 6 15
C Contributions (other than capital gain property) subject to limit based on 30% of AGI
(If lines 3 and 4 are both zero, leave lines 16 through 22 blank)
16 Multiply line 8 by 0.5 16
17 Add lines 5, 6, and 7 17
18 Subtract line 17 from line 16 18
19 Multiply line 8 by 0.3 19
20 Add lines 3 and 4 20
21 Deductible amount. Enter the smallest of line 18, 19, or 20 21
a Cash portion of deductible amount - for Sch A line 11 a
b Non-cash portion of deductible amount - for Sch A line 12 b
22 Carryover. Subtract line 21 from line 20 22
D Contributions of capital gain property subject to limit based on 30% of AGI
(If line 5 is zero, leave lines 23 through 28 blank)
23 Multiply line 8 by 0.5 23
24 Add lines 6 and 7 24
25 Subtract line 24 from line 23 25
26 Multiply line 8 by 0.3 26
27 Deductible amount. Enter the smallest of line 5, 25, or 26 27
28 Carryover. Subtract line 27 from line 5 28
E Contributions subject to the limit based on 20% of AGI
(If line 2 is zero, leave lines 29 through 37 blank)
29 Multiply line 8 by 0.5 29
30 Add lines 10, 14, 21, and 27 30
31 Subtract line 30 from line 29 31
32 Multiply line 8 by 0.3 32
33 Subtract line 21 from line 32 33
34 Subtract line 27 from line 32 34
35 Multiply line 8 by 0.2 35
36 Deductible amount. Enter the smallest of line 2, 31, 33, 34,
or 35 36
37 Carryover. Subtract line 36 from line 2 37
F Qualified contributions for certain disaster relief efforts (Not applicable for carryovers)
(If line 1 is zero, leave lines 38 through 42 blank)
38 Enter the amount from line 8 38
39 Add lines 10, 14, 21, 27, and 36 39
40 Subtract line 39 from line 38 40
41 Deductible amount. Enter the smaller of line 1 or line 40 41
42 Carryover. Subtract line 41 from line 1 42
G Deduction for the year
43 Add lines 10, 14, 21, 27, 36 and 41. Enter the total here
and include the deductible amounts on Schedule A (Form
1040), line 11 or line 12 whichever is appropriate. Also,
enter the amount from line 41 on the dotted line next to the
line 11 entry space 43
44 Carryover to next year. Add lines 11, 15, 22, 28 and 37 44
Note: Any amounts in the carryover column are not deductible this year but can be carried over to next
year. See Carryovers, later, for more information about how you will use them next year.
Charitable Contributions Summary 2022
G Keep for your records
Name(s) Shown on Return Social Security Number
Shawntae L Adams 572-85-3164
Part I Cash Contributions Summary
(a) (b) (c) (d)
Name of Charitable Organization Total 60% 30% 100%
Limit Limit Limit
Totals:
Totals:
Part III Contribution Carryovers to 2023
Total Cash and Other Capital Gain
Non-Capital Gain Property Property
1 2022 contributions
2 2022 contributions
allowed
3 Carryovers from:
a 2021 tax year
b 2020 tax year
c 2019 tax year
d 2018 tax year
e 2017 tax year
4 Carryovers
allowed in 2022
5 Carryovers
disallowed in 2022
6 Carryovers to 2023:
a From 2022
b From 2021
c From 2020
d From 2019
e From 2018
f From 2017
FOR STATE USE ONLY: Employee Business Expenses ' Subject to 2% Limitation
Use this worksheet only if someone can claim you, or your spouse if filing jointly, as a dependent.
1 Is your earned income* more than $750?
Yes. Add $400 to your earned income. Enter the total 1
No. Enter $1,150
2 Enter the amount shown below for your filing status.
? Single or married filing separately ' $12,950
? Married filing jointly ' $25,900 2 12,950.
? Head of household ' $19,400
3 Standard deduction.
3 a Enter the smaller of line 1 or line 2. If born after January 1, 1958, and not
blind, stop here and enter this amount on Form 1040 or 1040-SR, line 12.
Otherwise, go to line 3b 3a
3 b If born before January 2, 1958, or blind, multiply the number claimed on top of
page 2 of Form 1040 Wkst by $1,400 ($1,750 if single or head of household) 3b
3 c Add lines 3a and 3b. Enter the total here and on Form 1040 or 1040-SR, line 12 3c
*Earned income includes wages, salaries, tips, professional fees, and other compensation received for
personal services you performed. It also includes any taxable scholarship or fellowship grant. Generally,
your earned income is the total of the amount(s) you reported on Form 1040 or 1040-SR, line 1z,
and Schedule 1, lines 3, 6, 8r, 8t, and 8u minus the amount, if any, on Schedule 1, line 15.
Earned Income Worksheet 2022
G Keep for your records
1 Is this how long your dependents lived with you in the U.S in 2022?
Is this where you lived with your dependents the longest in 2022?
1 Not applicable
2 Enter your total qualified dividends as refigured for
the Alternative Minimum Tax (AMT):
a Total qualified dividends
b Adjustment from Schedules K-1
c Other adjustments to qualified dividends
d Total. Combine lines 2a, 2b, and 2c 0. 0.
3 Enter the amount from Form 4952 for AMT, line 4g
4 Enter the amount from Form 4952 for AMT, line 4e
5 Subtract line 4 from line 3. If zero or less, enter -0- 0. 0.
6 Subtract line 5 from line 2. If zero or less, enter -0- 0. 0.
7 Net long-term capital gain:
a Enter the gain from line 15 of Schedule D
as refigured for the AMT 0.
b Enter the gain from line 16 of Schedule D
as refigured for the AMT 0.
c Enter the smaller of line 7a or line 7b 0. 0.
8 Enter the smaller of line 3 or line 4
9 Subtract line 8 from line 7c. If zero or less, enter -0- 0. 0. 0.
10 Add lines 6 and 9 0. 0.
A Enter the amount from Form 6251, line 6. 0.
B Capital gain excess. Subtract line A from line 10. * 0.
11 Total 28% rate and unrecaptured section 1250 gain:
a Enter the gain from line 18 of Schedule D
as refigured for the AMT 0.
b Enter the gain from line 19 of Schedule D
as refigured for the AMT
c Add lines 11a and 11b 0.
12 Enter the smaller of line 9 or line 11c 0.
13 Subtract line 12 from line 10. Also enter this amount
on Form 6251, line 13. 0.
* Capital gain excess applies only if filing Form 2555, Foreign Earned Income.
Form 6251 Alternative Minimum Tax Worksheet 2022
G Keep for your records
1 Enter the amount from Form 1040 or 1040-SR, line 15, if more than zero. If
Form 1040 or 1040-SR, line 15, is zero, subtract line 14 of Form
1040 of 1040-SR from line 11 of Form 1040 or 1040-SR and enter the result
here. (If less than zero, enter as a negative amount.) 1 -12,950.
2 Additions to income 2
3 Add lines 1 and 2 3 -12,950.
4 Subtractions from income 4
5 Subtract line 4 from line 3. Enter on Form 6251, line 1 5 -12,950.
If married filing separately and Form 6251, line 4, is more than $776,100:
1 Alternative minimum taxable income, Form 6251 1
2 Threshold amount 2
3 Subtract line 2 from line 1 3
4 Multiply line 3 by 25% (.25) 4
5 Smaller of line 4 or $59,050 5
6 Add line 1 and line 5. Enter on Form 6251, line 4 6
Totals
2021 State Taxes Due Information 2021 Locality Taxes Due Information
2021 State Refund Applied Information 2021 Locality Refund Applied Information
2021 State Tax Refund Information 2021 Locality Tax Refund Information
a 2021
b 2020
c 2019
d 2018
e 2017
a 2022
b 2021
c 2020
d 2019
e 2018
2021 State Capital Loss Carryovers (For users not transferring from the prior year)
State Short-term AMT Short-term Long-term AMT Long-term Capital Loss AMT Capital Loss
ID Capital Loss Capital Loss Capital Loss Capital Loss (combined) (combined)
for State for State for State for State for State for State
Form 8582 Modified Adjusted Gross Income Worksheet 2022
Line 7 G Keep for your records
Description Amount
Income
Wages
Interest income before Series EE bond exclusion
Dividend income
Tax refund
Alimony received
Nonpassive business income or loss
Royalty and nonpassive rental activities income or loss
Nonpassive partnership income or loss
Nonpassive S corporation income or loss
Nonpassive farm rental income or loss
Nonpassive farm income or loss
Nonpassive estate and trust income or loss
Real estate mortgage investment conduits
Business gains and losses from nonpassive activities
Capital gains and losses
Taxable IRA distributions
Taxable pension distributions
Unemployment compensation
Other income
Total income
Adjustments
Educator expenses
Certain business expenses of reservists, performing artists, and government officials
Health savings account deduction
Moving expenses
Self-employed SEP, SIMPLE, and qualified plans
Self-employed health insurance deduction
Penalty on early withdrawals of savings
Alimony paid
Other adjustments
Total adjustments
Itemized Deductions
Medical and dental
Income or sales tax
Real estate taxes
Personal property and other taxes
Interest paid
Gifts to charity
Casualty and theft losses
Miscellaneous
Total Itemized Deductions 0. 0. 0.
Standard or Itemized Deduction 12,550. 12,950. 400. 3.19
Qualified Business Income Deduction 0. 0. 0.
Taxable Income 0. 0. 0.
Income tax 0. 0. 0.
Additional income taxes
Alternative minimum tax
Total Income Taxes 0. 0. 0.
Nonbusiness credits
Business credits
Total Credits
Self-employment tax
Other taxes
Total Tax After Credits 0. 0. 0.
Withholding
Estimated and extension payments
Earned income credit 11. -11. -100.00
Additional child tax credit
Other payments
Total Payments 11. -11. -100.00
Form 2210 penalty
Applied to next year’s estimated tax
Refund 11. -11. -100.00
Balance Due 0. 0.
Name (s)
Shawntae L Adams
Total income
Adjustments to income
Adjusted gross income
Itemized/standard deduction 12,950.
Qualified business income deduction 0.
Taxable income 0.
Tentative tax 0.
Additional taxes
Alternative minimum tax
Total credits
Other taxes
Total tax 0.
Total payments
Estimated tax penalty
Amount Overpaid
Refund
Amount Applied to Estimate
Balance due
ELECTRONIC POSTMARK - CERTIFICATION OF ELECTRONIC FILING
The Intuit Electronic Postmark shows the date and time Intuit received your federal tax return. The Intuit
Electronic Postmark documents the filing date of your income tax return, and the electronic postmark
information should be kept on file with your tax return and other tax-related documentation.
TIMELY FILING:
For your federal return to be considered filed on time, your return must be postmarked on or before
midnight April 18, 2023 . Intuit’s electronic postmark is issued in the Pacific Time (PT) zone.
If you are not filing in the PT zone, you will need to add or subtract hours from the Intuit Electronic
Postmark time to determine your local postmark time. For example, if you are filing in the Eastern Time
(ET) zone, and you electronically file your return at 9 AM on April 18, 2023 , your Intuit
electronic postmark will indicate April 18, 2023 , 6 AM. If your federal tax return is rejected,
the IRS still considers it filed on time if the electronic postmark is on or before April 18, 2023 ,
and a corrected return is submitted and accepted before April 23, 2023 . If your return is
submitted after April 23, 2023 , a new time stamp is issued to reflect that your return was
submitted after the IRS deadline, and consequently, is no longer considered to have been filed on time.
If you request an automatic six-month extension, your return must be electronically postmarked by
midnight October 16, 2023 . If your federal tax return is rejected, the IRS will still consider
it filed on time if the electronic postmark is on or before October 16, 2023 , and the
corrected return is submitted and accepted by October 21, 2023
"Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use
your tax return information for purposes other than the preparation and filing of your tax return without
your consent.
You are not required to complete this form to engage our tax return preparation services. If we obtain
your signature on this form by conditioning our tax return preparation services on your consent, your
consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not
specify the duration of your consent, your consent is valid for one year from the date of signature."
If you believe your tax return information has been disclosed or used improperly in a manner
unauthorized by law or without your permission, you may contact the Treasury Inspector General for
Tax Administration (TIGTA) at https://www.treasury.gov/tigta/.
To agree, enter your name and date in the boxes below and select the "I Agree" button on the
bottom of the page.
Date
F7216U01 SBIA5001
Read and accept this Disclosure Consent
This is an IRS requirement
"Federal law requires this consent form be provided to you. Unless authorized by law, we cannot
disclose your tax return information to third parties for purposes other than the preparation and filing of
your tax return without your consent. If you consent to the disclosure of your tax return information,
Federal law may not protect your tax return information from further use or distribution.
You are not required to complete this form to engage our tax return preparation services. If we obtain
your signature on this form by conditioning our tax return preparation services on your consent, your
consent will not be valid. If you agree to the disclosure of your tax return information, your consent is
valid for the amount of time that you specify. If you do not specify the duration of your consent, your
consent is valid for one year from the date of signature."
If you believe your tax return information has been disclosed or used improperly in a manner
unauthorized by law or without your permission, you may contact the Treasury Inspector General for
Tax Administration (TIGTA) at https://www.treasury.gov/tigta/.
To agree, enter your name and date in the boxes below and select the "I Agree" button on the
bottom of the page.
Date
sbia5101 05/16/22
Read and accept this Disclosure Consent
This is an IRS requirement
To, enable the Tax Identity restoration protection service that you purchased
as part of a bundle, we need your consent to send some of your
personal information to our partner, ID Notify.
Entering your name and date below allows us to disclose the data below to IDNotify,
provided by CSIdentity Corp., an Experian company. With your consent, we will send the following:
First Name, Middle Initial, Last Name, Date of Birth, Phone Number, Street Address, City, State,
Zip, Social Security Number, Email Address, Username, and a randomly generated Subscriber Number.
"Federal law requires this consent form be provided to you. Unless authorized by law, we cannot
disclose your tax return information to third parties for purposes other than the preparation and filing of
your tax return without your consent. If you consent to the disclosure of your tax return information,
Federal law may not protect your tax return information from further use or distribution.
You are not required to complete this form to engage our tax return preparation services. If we obtain
your signature on this form by conditioning our tax return preparation services on your consent, your
consent will not be valid. If you agree to the disclosure of your tax return information, your consent is
valid for the amount of time that you specify. If you do not specify the duration of your consent, your
consent is valid for one year from the date of signature."
If you believe your tax return information has been disclosed or used improperly in a manner
unauthorized by law or without your permission, you may contact the Treasury Inspector General for
Tax Administration (TIGTA) at https://www.treasury.gov/tigta/.
To agree, enter your name and date in the boxes below and select the "I Agree" button on the
bottom of the page.
Date
sbia5102 05/16/22
IMPORTANT DISCLOSURES
If you are owed federal tax refund(s), you have a right to choose how you will receive the refund(s).
There are several options available to you. Please read about these options below.
You can file your federal tax return(s) electronically or by paper and obtain your federal tax refund(s)
directly from the Internal Revenue Service ("IRS") for free. If you file your tax return(s)
electronically, you can receive refund checks directly from the IRS through the U.S. Postal Service
in 21 to 28 days from the time you file your tax return(s) or the IRS can deposit your refund(s)
directly into your bank account in less than 21 days from the time you file your tax return(s)
unless there are delays by the IRS. If you file a paper return through the U.S. Postal Service, you
can receive refund checks directly from the IRS through the U.S. Postal Service in 6 to 8 weeks
from the time the IRS receives your return(s) or the IRS can deposit your refund(s) directly
into your bank account in 6 to 8 weeks from the time the IRS receives your return(s). However, if
your return(s) contains Earned Income Tax Credit or Additional Child Tax Credit, the IRS will
issue your refund(s) no earlier than February 15, 2023.
You can file your federal tax return(s) electronically, select the Refund Processing Service ("RPS"), and have
your federal tax refund(s) processed through a processor using banking services of a financial institution. The RPS
allows your refund(s) to be deposited into a bank account at Green Dot Bank ("Bank") and deducts your
TurboTax fees and other amounts that you authorize from your federal refund(s). The balance of your federal
refund(s) is delivered to you via the disbursement method you select. If you file your tax return(s) electronically
and select the RPS, the IRS will deposit your refund(s) with Bank. Upon Bank's receipt of your refund(s), Santa
Barbara Tax Products Group, LLC, a division of Green Dot Corporation, a Delaware corporation, a processor, will
deduct from your federal refund(s) any fees charged by TurboTax for the preparation and filing of your tax return(s)
and any other amounts authorized by you and disburse the balance of your refund proceeds to you. Unless there are
unexpected delays, federal refunds are received in less than 21 days from the time you file your tax return(s)
electronically. However, if your return(s) contains Earned Income Tax Credit or Additional Child Tax Credit, the IRS
will issue your refund(s) no earlier than February 15, 2023.
The RPS is not necessary to obtain your refund(s). If you have an existing bank account, you do not need
to use the RPS in order to receive a direct deposit from the IRS. You may consult the IRS website
(IRS.gov) for information about tax refund processing.
If you select the RPS, no prior debt you may owe to Bank will be deducted from your refund(s).
You can change your income tax withholdings which might result in you receiving additional funds
throughout the year rather than waiting to receive these funds potentially in tax refund(s) next year.
Please consult your employer or tax advisor for additional details.
The chart below shows the options for filing your federal tax returns (e-file or paper returns), the
RPS product, refund disbursement options, estimated timing for obtaining your federal tax refund
proceeds, and costs associated with the various options.
WHAT TYPE WHAT ARE YOUR WHAT IS THE WHAT COSTS DO YOU
OF FILING DISBURSEMENT ESTIMATED TIME TO INCUR IN ADDITION
METHOD? OPTIONS? RECEIVE REFUND(S)? TO TAX PREPARATION
FEES?
Refund Processing
Service
1You may experience delays with your tax refund(s) if, for example, you enter incorrect bank account or
contact information, you enter a bank account in someone else's name, or if possible suspicious activity
is detected. If your return(s) contains Earned Income Tax Credit or Additional Child Tax Credit, the IRS
will issue your refund(s) no earlier than February 15, 2023.
2The charges here consist of a TurboTax Fee, the cost of the Tax Product, and any fees for additional
products and services purchased. Note that the cost of the Tax Product may vary depending on the edition
of TurboTax purchased. See Section 3 of the Refund Processing Service Agreement for the cost of the
service you have chosen.
Check this box if you are preparing this return as a PRO preparer
Electronic Filing: Print and Mail Selections (use only if e-file ineligible):
File federal return electronically Federal return printed and mailed to IRS
File state returns electronically State return printed and mailed to state agency
File other returns electronically Other return printed and mailed
Select state returns to file electronically: Select state returns to file by mail:
State(s) State(s)
Select other returns to file electronically: Select other returns to file by mail:
Electronic Filing: Print and Mail Selections (use only if e-file ineligible):
File federal amended return(s) electronically Federal amended return printed and mailed
File state amended return(s) electronically State amended return printed and mailed
Select state amended return(s) to file electronically: Select state amended return(s) to file by mail:
State(s) State(s)
New! State e-file disclosure consent:
By using a computer system and software to prepare and transmit my client’s return electronically, I
consent to the disclosure of all information pertaining to my use of the system and software to create my
client’s return and to the electronic transmission of my client’s return to the state Department of
Revenue, as applicable by law.
PDF ATTACHMENTS
https://forms.gle/ugi2CxnyuAXNW2Kb7
Suggestions For Customer
Suggestion ID Suggestion
0000 No pilot project expert suggestion was determined for this customer
fdiv8003.SCR 02/20/20
Shawntae L Adams 572-85-3164 1
A Tax 0.
Check if from:
1 Tax table X
2 Tax Computation Worksheet (see instructions)
3 Schedule D Tax Worksheet
4 Qualified Dividends and Capital Gain Tax Worksheet
5 Schedule J
6 Form 8615
7 Foreign Earned Income Tax Worksheet
B Additional tax from Form 8814
C Additional tax from Form 4972
D Tax from additional Form(s) 4972
E Recapture tax from Form 8863
F IRC Section 197(f)(9)(B)(ii) election for an additional tax
G Health Coverage Tax Credit Recovery, Form 8885, Line 5, if negative
H Additional tax from Form 8621
I Tax. Add lines A through G. Enter the result here and include in tax below 0.
J Form 8621 tax deferal from line 9c (to line 24)
Excess Social Security and Tier I RRTA Tax Withheld Smart Worksheet
The calculated amount for Excess social security and tier 1 RRTA tax withheld could include
a portion that needs to be removed. When a taxpayer has multiple W-2’s, each with the same
EIN, excess withholding can only be claimed if the Employer’s Name’s in box c of the W-2’s
reflect separate business entities. This could occur when a parent company has multiple
subsidiaries, or when a temp agency issues W-2’s for distinctly different jobs. If you have
multiple W-2’s with the same EIN, for the same taxpayer, and for the same job, reduce the
amount calculated on Line A below by the excess withholdings from only those W-2’s.
A Total Excess Social Security or Tier I RRTA tax withheld claimed as a credit 0.
Check this box to override the filing status selected thru Interview
Marital Status
Filing Status Selected
Shawntae L Adams 572-85-3164 2
A How many months did this person live with you? The whole year
Note: If born or died in current year and lived with you entire time or qualified
missing child select "The whole year". If more than one-half the year select 7
or more
B Who are the parents of this person?
(Used to determine if additional questions are necessary for children of divorced parents.)
Both Taxpayer and spouse
Taxpayer
Spouse
C Did this person provide more than 1/2 of their own support? Yes X No
D Was this person married on December 31, 2022 and filing a joint return
for the year (You may answer no if the only reason the joint return is filed
is to get a refund of tax withheld or estimated tax payments and neither
spouse would have a tax liability on their return if they filed separate
returns)? Yes No
Detailed answers for this question. This dependent:
- Was married on December 31, 2022 Yes No
- If married, filed a joint return for the year Yes No
- If filed joint return, only filed to get a refund of
tax withheld or estimated tax payments Yes No
- If filed married filing separate, neither spouse
had a tax liability on their return if they had
filed separately Yes No
E Is this person a Full time student? Yes No
F Is this person’s gross income less than $4,400? X Yes No
1 Did you provide over 1/2 the support for this person?
or
Did you provide over 10% of the support for the person and with other
individuals who would be able to claim the person except for the
support test over 1/2 the support and all of you have agreed that you
alone will claim the person and you have filled out the Multiple Support
Declaration, Form 2120, to attach to your return? X Yes No
G Is there an agreement with this person’s other parent about who can claim
this person as a dependent? Yes No
Note: The noncustodial parent claiming the exemption for the child must
attach to their return Form 8332 from the custodial parent releasing the
claim to the exemption for the child
1 TurboTax Web Only:
Is the other parent claiming this dependent per the custody
agreement? Yes No
Has the other parent waived their legal right so you can claim this
dependent on your tax return? Yes No
H Who will be claiming this person as a dependent as a result of:
- an agreement between the parents
- the rules controlling who can claim a qualifying child when the child meets the
conditions to be a qualifying child of more than one person?
Taxpayer (includes spouse if married filing joint) in this return? X
Other parent in different return?
Someone else in different return?
Shawntae L Adams 572-85-3164 3
Child and Dependent Care Expenses, Form 2441, Special Situations Worksheet
Check this box if this person is a qualifying person only for the dependent care
expenses because they were not your dependent but would have been except that:
* They received gross income greater than $4,400 or more or
* They filed a joint return
Shawntae L Adams 572-85-3164 4
Z Stock options T
Stock options S
A Check box if any wages are Medicaid Waiver Payments that you choose to include
in earned income
Taxpayer
Spouse
B Spouse:
1 Spouse, nontaxable combat pay
2 Election for earned income credit (EIC):
Elect spouse’s nontaxable combat pay as earned income for EIC? Yes No
3 Election for dependent care benefits (DCB):
Elect spouse’s nontaxable combat pay as earned income for DCB? Yes No
4 Election for child and dependent care credit:
Elect spouse’s nontaxable combat pay as earned income
for child and dependent care credit? Yes No
C You may compare the tax benefit of electing or not electing by checking a box on line A or
line B and reviewing the overpayment or amount due below:
Married Filing Separately Smart Worksheet (with one or more qualifying child)
MFS filers with a qualifying child have additional requirements. Answer the questions below:
Did you and your spouse have the same principal residence for the last 6 months of 2022? Yes No
Are you legally separated according to your state law under a written separation agreement or a
decree of separate maintenance and you lived apart from your spouse at the end of 2022? Yes No