2021 TaxReturn
2021 TaxReturn
2021 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 widow(er) (QW)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying
one box.
person is a child but not your dependent a
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
At any time during 2021, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? Yes No
Age/Blindness You: Were born before January 2, 1957 Are blind Spouse: Was born before January 2, 1957 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) 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 a
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . 1
Attach 2a Tax-exempt interest . . . 2a 2b
b Taxable interest . . . . .
Sch. B if
3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b
required.
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b
5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b
Standard 6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
Deduction for— a
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . 7
• Single or
Married filing 8 Other income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . . 8 98.
separately,
$12,550 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . a 9 98.
• Married filing 10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10
jointly or
11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . a 11 98.
Qualifying
widow(er),
$25,100
12a Standard deduction or itemized deductions (from Schedule A) . . 12a 12,550.
• Head of b Charitable contributions if you take the standard deduction (see instructions) 12b
household,
$18,800 c Add lines 12a and 12b . . . . . . . . . . . . . . . . . . . . . . . 12c 12,550.
• If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . 13 0.
any box under
Standard 14 Add lines 12c and 13 . . . . . . . . . . . . . . . . . . . . . . . 14 12,550.
Deduction,
see instructions.
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . 15 0.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2021)
Form 1040 (2021) Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 0.
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 0.
19 Nonrefundable 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 . . . . . . . . . . . . . . . . a 24 0.
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 2021 estimated tax payments and amount applied from 2020 return . . . . . . . . . . 26
If you have a
qualifying child, 27a Earned income credit (EIC) . . . . . . . . . . . . . . 27a 11.
attach Sch. EIC.
Check here if you were born after January 1, 1998, and before
January 2, 2004, and you satisfy all the other requirements for
taxpayers who are at least age 18, to claim the EIC. See instructions a
b Nontaxable combat pay election . . . . 27b
c Prior year (2019) earned income . . . . 27c
28 Refundable child tax credit or additional child tax credit from Schedule 8812 28
29 American opportunity credit from Form 8863, line 8 . . . . . . . 29
30 Recovery rebate credit. See instructions . . . . . . . . . . 30
31 Amount from Schedule 3, line 15 . . . . . . . . . . . . 31
32 Add lines 27a and 28 through 31. These are your total other payments and refundable credits a 32 11.
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . a 33 11.
34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 11.
Refund
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . a 35a 11.
Direct deposit? ab Routing number X X X X X X X X X a c Type: Checking Savings
See instructions. a
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 2022 estimated tax . . a 36
Amount 37 Amount you owe. Subtract line 33 from line 24. For details on how to pay, see instructions . a 37
You Owe 38 Estimated tax penalty (see instructions) . . . . . . . . . a 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . a Yes. Complete below. No
Designee’s Phone Personal identification
name a no. a number (PIN) a
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
F
2021
(Form 1040) (Sole Proprietorship)
a Go to www.irs.gov/ScheduleC for instructions and the latest information.
Department of the Treasury Attachment
Internal Revenue Service (99) a Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships must generally file Form 1065. Sequence No. 09
Name of proprietor Social security number (SSN)
Shawntae L Adams 572-85-3164
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
hairdresser a 8 1 2 1 1 2
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
Gettin it together
E Business address (including suite or room no.) a 2115 Constance Ave
City, town or post office, state, and ZIP code North Las Vegas, NV 89032-3607
F Accounting method: (1) Cash (2) Accrual (3) Other (specify) a
G Did you “materially participate” in the operation of this business during 2021? If “No,” see instructions for limit on losses . Yes No
H If you started or acquired this business during 2021, check here . . . . . . . . . . . . . . . . . a
I Did you make any payments in 2021 that would require you to file Form(s) 1099? See instructions . . . . . . . . Yes No
J If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . a 1 6,558.
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 3 6,558.
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . 5 6,558.
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . 6
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . a 7 6,558.
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . 8 400. 18 Office expense (see instructions) . 18
9 Car and truck expenses (see 19 Pension and profit-sharing plans . 19
instructions) . . . . 9 20 Rent or lease (see instructions):
10 Commissions and fees . 10 a Vehicles, machinery, and equipment 20a
11 Contract labor (see instructions) 11 b Other business property . . . 20b 1,000.
12 Depletion . . . . . 12 21 Repairs and maintenance . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . 22 2,660.
expense deduction (not
included in Part III) (see 23 Taxes and licenses . . . . . 23
instructions) . . . . 13 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . 24a
(other than on line 19) . 14 b Deductible meals (see
15 Insurance (other than health) 15 instructions) . . . . . . . 24b
16 Interest (see instructions): 25 Utilities . . . . . . . . 25 2,400.
a Mortgage (paid to banks, etc.) 16a 26 Wages (less employment credits) 26
b Other . . . . . . 16b 27a Other expenses (from line 48) . . 27a
17 Legal and professional services
17 b Reserved for future use . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . a 28 6,460.
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . 29 98.
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method. See instructions.
Simplified method filers only: Enter the total square footage of (a) your home:
and (b) the part of your home used for business: . Use the Simplified
Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . 30
}
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you
checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3. 31 98.
• If a loss, you must go to line 32.
}
32 If you have a loss, check the box that describes your investment in this activity. See instructions.
• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule
SE, line 2. (If you checked the box on line 1, see the line 31 instructions.) Estates and trusts, enter on 32a All investment is at risk.
Form 1041, line 3. 32b Some investment is not
• If you checked 32b, you must attach Form 6198. Your loss may be limited. at risk.
For Paperwork Reduction Act Notice, see the separate instructions. BAA REV 09/09/22 Intuit.cg.cfp.sp Schedule C (Form 1040) 2021
Schedule C (Form 1040) 2021 Page 2
Part III Cost of Goods Sold (see instructions)
33 Method(s) used to
value closing inventory: a Cost b Lower of cost or market c Other (attach explanation)
34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory?
If “Yes,” attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
35 Inventory at beginning of year. If different from last year’s closing inventory, attach explanation . . . 35
39 Other costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 . . . . . . 42
Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and
are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file
Form 4562.
43 When did you place your vehicle in service for business purposes? (month/day/year) a
44 Of the total number of miles you drove your vehicle during 2021, enter the number of miles you used your vehicle for:
45 Was your vehicle available for personal use during off-duty hours? . . . . . . . . . . . . . . . Yes No
46 Do you (or your spouse) have another vehicle available for personal use?. . . . . . . . . . . . . . Yes No
}
• 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 Subtract line 11 from line 8. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . 12 500.
13 Check all the boxes that apply to you (or your spouse if married filing jointly).
A Check here if you (or your spouse if married filing jointly) had a principal place of abode in the United States
for more than half of 2021 . . . . . . . . . . . . . . . . . . . . . . . .
B Check here if you (or your spouse if married filing jointly) were a bona fide resident of Puerto Rico for 2021
Part I-B Filers Who Check a Box on Line 13
Caution: If you did not check a box on line 13, do not complete Part I-B; instead, skip to Part I-C.
14a Enter the smaller of line 7 or line 12 . . . . . . . . . . . . . . . . . . . . . . . 14a
b Subtract line 14a from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . 14b
c If line 14a is zero, enter -0-; otherwise, enter the amount from the Credit Limit Worksheet A . . . . . . 14c
d Enter the smaller of line 14a or line 14c . . . . . . . . . . . . . . . . . . . . . . 14d
e Add lines 14b and 14d . . . . . . . . . . . . . . . . . . . . . . . . . . . 14e
f Enter the aggregate amount of advance child tax credit payments you (and your spouse if filing jointly) received
for 2021. See your Letter(s) 6419 for the amounts to include on this line. If you are missing Letter 6419, see the
instructions before entering an amount on this line. If you didn’t receive any advance child tax credit payments
for 2021, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14f
Caution: If the amount on this line doesn’t match the aggregate amounts reported to you (and your spouse if
filing jointly) on your Letter(s) 6419, the processing of your return will be delayed.
g Subtract line 14f from line 14e. If zero or less, enter -0- on lines 14g through 14i and go to Part III . . . . 14g
h Enter the smaller of line 14d or line 14g. This is your credit for other dependents. Enter this amount on line
19 of your Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . . . . . . . . . 14h
i Subtract line 14h from line 14g. This is your refundable child tax credit. Enter this amount on line 28 of
your Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . . . . . . . . . . . 14i
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/09/22 Intuit.cg.cfp.sp Schedule 8812 (Form 1040) 2021
Schedule 8812 (Form 1040) 2021 Page 2
Part I-C Filers Who Do Not Check a Box on Line 13
Caution: If you checked a box on line 13, do not complete Part I-C.
15a Enter the amount from the Credit Limit Worksheet A . . . . . . . . . . . . . . . . . 15a
b Enter the smaller of line 12 or line 15a . . . . . . . . . . . . . . . . . . . . . . 15b
Additional child tax credit. Complete Parts II-A through II-C if you meet each of the following items.
1. You are not filing Form 2555.
2. Line 4a is more than zero.
3. Line 12 is more than line 15a.
c If you completed Parts II-A through II-C, enter the amount from line 27; otherwise, enter -0- . . . . . . 15c
d Add lines 15b and 15c . . . . . . . . . . . . . . . . . . . . . . . . . . . 15d
e Enter the aggregate amount of advance child tax credit payments you (and your spouse if filing jointly) received
for 2021. See your Letter(s) 6419 for the amounts to include on this line. If you are missing Letter 6419, see the
instructions before entering an amount on this line. If you didn’t receive any advance child tax credit payments
for 2021, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15e
Caution: If the amount on this line doesn’t match the aggregate amounts reported to you (and your spouse if
filing jointly) on your Letter(s) 6419, the processing of your return will be delayed.
f Subtract line 15e from line 15d. If zero or less, enter -0- on lines 15f through 15h and go to Part III . . . . 15f
g Enter the smaller of line 15b or line 15f. This is your nonrefundable child tax credit and credit for other
dependents. Enter this amount on line 19 of your Form 1040, 1040-SR, or 1040-NR . . . . . . . . 15g
h Subtract line 15g from line 15f. This is your additional child tax credit. Enter this amount on line 28 of your
Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . . . . . . . . . . . . 15h
Part II-A Additional Child Tax Credit (use only if completing Part I-C)
Caution: If you file Form 2555, do not complete Parts II-A through II-C; you cannot claim the additional child tax credit.
Caution: If you checked a box on line 13, do not complete Parts II-A through II-C; you cannot claim the additional child tax credit.
16a Subtract line 15b from line 12. If zero, skip Parts II-A and II-B and enter -0- on line 27 . . . . . . . . 16a 500.
b Number of qualifying children under 18 with the required social security number: 0 x $1,400.
Enter the result. If zero, skip Parts II-A and II-B and 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 4a.
17 Enter the smaller of line 16a or line 16b . . . . . . . . . . . . . . . . . . . . . . 17
18a Earned income (see instructions) . . . . . . . . . . . . . . . . 18a 98.
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 $4,200 or more?
No. If line 20 is zero, enter -0- on line 15c. 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
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 27a,
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 Enter this amount on line 15c . . . . . . . . . . . . . . . . . . . . . . . . . 27
REV 09/09/22 Intuit.cg.cfp.sp Schedule 8812 (Form 1040) 2021
BAA
Schedule 8812 (Form 1040) 2021 Page 3
Part III Additional Tax (use only if line 14g or line 15f, whichever applies, is zero)
28a Enter the amount from line 14f or line 15e, whichever applies . . . . . . . . . . . . . . . 28a
b Enter the amount from line 14e or line 15d, whichever applies . . . . . . . . . . . . . . . 28b
29 Excess advance child tax credit payments. Subtract line 28b from line 28a. If zero, stop; you do not owe the
additional tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
30 Enter the number of qualifying children taken into account in determining the annual advance amount you
received for 2021. See your Letter 6419 for this number. If you are missing your Letter 6419, you are filing a joint
return, or you received more than one Letter 6419, see the instructions before entering a number on this line . . 30
Caution: If the amount on this line doesn’t match the number of qualifying children reported to you (and your
spouse if filing jointly) on your Letter(s) 6419, the processing of your return will be delayed.
31 Enter the smaller of line 4a or line 30 . . . . . . . . . . . . . . . . . . . . . . . 31
32 Subtract line 31 from line 30. If zero, skip to line 40 and enter the amount from line 29; otherwise, continue to
line 33 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
33 Enter the amount shown below for your filing status.
}
• Married filing jointly or Qualifying widow(er)—$60,000
• Head of household—$50,000
• All other filing statuses—$40,000 . . . . . . . . . . . . . . . 33
34 Subtract line 33 from line 3. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . 34
35 Enter the amount from line 33 . . . . . . . . . . . . . . . . . . . . . . . . . 35
36 Divide line 34 by line 35. Enter the result as a decimal (rounded to at least three places). If the result is 1.000 or
more, enter 1.000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
37 Multiply line 32 by $2,000 . . . . . . . . . . . . . . . . . . . . . . . . . . 37
38 Multiply line 37 by line 36 . . . . . . . . . . . . . . . . . . . . . . . . . . 38
39 Subtract line 38 from line 37 . . . . . . . . . . . . . . . . . . . . . . . . . 39
40 Subtract line 39 from line 29. If zero or less, enter -0-. This is your additional tax. If more than zero, enter
this amount on Schedule 2 (Form 1040), line 19 . . . . . . . . . . . . . . . . . . . 40
BAA REV 09/09/22 Intuit.cg.cfp.sp Schedule 8812 (Form 1040) 2021
Form 8995 Qualified Business Income Deduction OMB No. 1545-2294
Simplified Computation
a Attach
to your tax return.
2021
Department of the Treasury Attachment
Internal Revenue Service a 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 $164,900 ($164,925 if married
filing separately; $329,800 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.
Interest expense
Contributions
Misc. deductions
Total itemized/
standard deduction 12,550.
Exemption amount 0.
QBI deduction 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, 2022.
You can file your federal tax return(s) electronically, select the Refund Processing Service ("RPS") for an
additional fee of $ (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, 2022.
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, 2022.
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, 2021, or other tax year
beginning , 2021, 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
At any time during 2021, did you receive, sell, exchange, or otherwise
dispose of any financial interest in any virtual currency? Yes 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 widow(er) (See instructions)
Dependents If more than four dependents, see instructions and check here
Standard Deduction
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 98.
Total Income. Combine Form 1040 lines 1- 7 and
Schedule 1, line 10, enter on Form 1040, line 9 98.
Quickzoom to 1040 Worksheet, line 9 ' Total Income QuickZoom
Shawntae L Adams 572-85-3164 Page 5
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 8k 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 8l 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:
G
24 z
25 Total other adjustments. Add lines 24a through 24z 25
26 Add lines 11 through 23 and 25
These 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
4 Self-employment tax.
Attach Schedule SE 4
5 Social security and Medicare tax
on unreported tip income.
Attach Form 4137 5
6 Uncollected social security and Medicare tax on
wages. Attach Form 8919 6
7 Total additional social security and Medicare tax. Add lines 5 and 6 7
8 Additional tax on IRAs or other tax-favored accounts.
Attach Form 5329 if required 8
9 Household employment taxes from Schedule H 9
10 Repayment of first-time homebuyer credit. Attach Form 5405 if required 10
11 Additional Medicare Tax. Attach Form 8959 11
12 Net investment income tax. Attach Form 8960 12
13 Uncollected social security and Medicare or RRTA tax on tips or group-term
life insurance from W-2, box 12 13
14 Interest on tax due on installment income from the sale of certain
residential lots and timeshares 14
15 Interest on the deferred tax on gain from certain installment sales with a
sales price over $150,000 15
16 Recapture of low-income housing credit. Attach Form 8611 16
17 Other additional taxes:
a Recapture of other credits. List type, form number,
and amount:
G
17 a
b Recapture of federal mortgage subsidy. If you sold
your home in 2021, 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:
G
17 z
18 Total additional taxes. Add lines 17a through 17z 18
19 Additional tax from Schedule 8812 19
20 Section 965 net tax liability installment from
Form 965-A 20
21 Add lines 4, 7 through 16, 18, and 19.
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 7b) 0.
Page 7
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 11.
Other Payments and Refundable Credits (Form 1040, line 32) 11.
Page 8
Sign Here
Joint return? See instructions.
Keep a copy of this return for your records.
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 G
Spouse’s Signature. If joint, both must sign. Date Spouse’s Occupation
G
Daytime Phone No. Email Address
(702)289-6787
Adjustment for trade or business income not subject to net investment tax
Capital loss carryover adjustment from 2020 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
12/31/2020 12/31/2021 activity other passive
(a) Activity name (b) Suspended (c) Suspended (d) Used against (e) Used against
12/31/2020 12/31/2021 activity other passive
(a) Activity name (b) Suspended (c) Suspended (d) Used against (e) Used against
12/31/2020 12/31/2021 activity other passive
Schedule 1 Other Income Statement 2021
Line 8
Statement L8
(a) (b)
Taxpayer Spouse
c
Recapture of deducted moving expenses
d
Reimbursement for deducted casualty or theft loss
e
Reimbursement for deducted employee business expenses
f
Other refunds or reimbursements
11 Recoveries of bad debts deducted in a prior year
12 Jury duty pay
13 Bartering income not reported elsewhere
14 Income from the rental of personal property
15 Income from the Cancellation of Debt:
a From Form 1099-C:
1 Amount of debt canceled from box 2
2 Amount of canceled debt excluded from income
3 Taxable amount of canceled debt
b From Schedule(s) K-1
16 Taxable income from Form 1099-K:
a Payment Card/Third Party Network Transactions
17 Income from "not for profit" activities (hobbies):
Shawntae L Adams 572-85-3164 Page 2
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 2021? 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 2021
Check if you were notified by the IRS that EIC cannot be claimed in 2021 or
if you are ineligible to claim the EIC in 2021 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 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, 2021 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, 2021
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 2021
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 1-1-2022 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
Qualified dependent care expenses incurred and paid for this person in 2021
Unreimbursed medical expenses paid for qualifying person in 2021
Employment taxes paid for dependent care providers in 2021
Full-time student for 5 calendar months during 2021? Yes No
Disabled person who was not physically or mentally capable of self-care? Yes No
This person is a qualifying person for the child and dependent care credit Yes X No
Dependent and Nondependent Information Worksheet 2021
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, 2021? Yes No
Was the person placed with you for adoption after 2021, or was the adoption
final in 2021 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 2021
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 2021
G Keep for your records
Ownership:
Taxpayer X Spouse Joint CORRECTED
Note: If filing electronically, all payer and recipient information must be entered. See page 2 for
additional information required for boxes 1 through 9.
PAYER’S name, street address, city, state, ZIP code, 1 Unemployment compensation $
and telephone no.
2 State or local income tax refunds, credits, or offsets.
Do not enter here. Enter on Federal Carryover Worksheet.
QuickZoom to Federal Carryover Worksheet
Check box to use Foreign Address 3 Box 2 amount is for 4 Federal income
Foreign Street Address tax year tax withheld
$
Foreign City
Foreign Province 5 RTAA payments 6 Taxable grants
Foreign Postal Code $ $
Country
Payer’s TIN Telephone number 7 Agriculture payments 8 State or local income tax
refunds, credits, or offsets
Recipient’s TIN from a trade or business
572-85-3164 $ $
Recipient’s name, street address, city, state, ZIP code.
Shawntae L Adams 9 Market gain $
2115 Constance Ave
North Las Vegas NV 89032-3607 10 a State 10 b State identification no.
Check box to use Foreign Address
Foreign Street Address
I confirm that the state withholding identification
Foreign City number(s) are accurate
Foreign Province
Foreign Postal Code 11 State income tax withheld $
Country $
Unemployment repaid:
Enter the portion of the amount entered in box 1 that was repaid, if any
Agriculture payments:
(If there is an amount in box 7)
Required: Double-click to select the form on which to report this income:
Schedule F line 4a or 39a Form 4835 line 3a
Schedule F line 6a or 41 Form 4835 line 5a
Market gain:
(If there is an amount in box 9)
Required: Double-click to select the form on which to report this income:
Schedule F line 4a or 39a Form 4835 line 3a
2 Total Royalties
A Schedule C
A Schedule E
8 Substitute payments
The following amounts are included in the total entered on line 1 of Form 1040 or on line 8 of Form 1040NR:
10 Subtotal.
Add lines 1 through 9
11 Taxable employer-provided dependent care
benefits, from Form 2441
12 Taxable employer-provided adoption benefits
less any excluded benefits from Form 8839
13 Scholarship/fellowship income not on
Form W-2
14 Other non-earned income:
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.
2 Net qualified business income (QBI) from qualified trades or businesses 98.
3 Loss from previous year
4 Sum of activities with gains (only positive amounts from table on line 1) 98.
5 Sum of activities with losses (only negative amounts from table on line 1)
7 QBI component from Form 8995 line 5 or Form 8995A line 16 20.
8 QBI loss carryover from Form 8895 line 16 or Form 8995A Schedule C line 6 0.
18 Combined QBI Amount (QBI component plus 20% of REIT/PTP income) 20.
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 2021
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 2021
Line 16 G Keep for your records
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.
2020 Amount Enter 2021 description:
Interest Deductions
Step 1 ' Enter your other charitable contributions made during the year.
1 Enter your cash contributions to 100% 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 98.
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. 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 2021
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 100% 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 98.
Percentage Used in
of line 8 Current Year
a 60% AGI limit to line 9 59. Less 0. a 59.
b 50% AGI limit to line 12 49. Less 0. b 49.
c 30% AGI limit, Section C to line 19 29. Less 0. c 29.
d 30% AGI limit, Section D to line 26 29. Less 0. d 29.
e 20% AGI limit to line 35 20. Less 0. e 20.
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. 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 2021
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 2022
Total Cash and Other Capital Gain
Non-Capital Gain Property Property
1 2021 contributions
2 2021 contributions
allowed
3 Carryovers from:
a 2020 tax year N/A
b 2019 tax year N/A
c 2018 tax year N/A
d 2017 tax year N/A
e 2016 tax year N/A
4 Carryovers
allowed in 2021 N/A
5 Carryovers
disallowed in 2021 N/A
6 Carryovers to 2022:
a From 2021
b From 2020 N/A
c From 2019 N/A
d From 2018 N/A
e From 2017 N/A
f From 2016 N/A
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 $350 to your earned income. Enter the total 1
No. Enter $1,100
2 Enter the amount shown below for your filing status.
? Single or married filing separately ' $12,550
? Married filing jointly ' $25,100 2 12,550.
? Head of household ' $18,800
3 Standard deduction.
3 a Enter the smaller of line 1 or line 2. If born after January 1, 1956, 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, 1956, or blind, multiply the number claimed on top of
page 2 of Form 1040 Wkst by $1,350 ($1,700 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 1,
and Schedule 1, lines 3 and 6, minus the amount, if any, on Schedule 1, line 14. Earned income, for
the purpose of figuring your standard deduction, doesn’t include qualified disability trust distributions.
Earned Income Worksheet 2021
G Keep for your records
Part IV ' Schedule 8812 and Child Tax Credit Line 14 Worksheet Computations
1 Is this how long your dependents lived with you in the U.S in 2021?
Is this where you lived with your dependents the longest in 2021?
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 2021
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 -12,452.
2 Additions to income 2
3 Add lines 1 and 2 3 -12,452.
4 Subtractions from income 4
5 Subtract line 4 from line 3. Enter on Form 6251, line 1 5 -12,452.
If married filing separately and Form 6251, line 4, is more than $752,800:
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 $57,300 5
6 Add line 1 and line 5. Enter on Form 6251, line 4 6
Totals
2020 State Taxes Due Information 2020 Locality Taxes Due Information
2020 State Refund Applied Information 2020 Locality Refund Applied Information
2020 State Tax Refund Information 2020 Locality Tax Refund Information
Description Amount
Income
Wages
Interest income before Series EE bond exclusion
Dividend income
Tax refund
Alimony received
Nonpassive business income or loss 98.
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
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. 12,550.
Qualified Business Income Deduction 0. 0.
Taxable Income 0. 0.
Income tax 0. 0.
Additional income taxes
Alternative minimum tax
Total Income Taxes 0. 0.
Nonbusiness credits
Business credits
Total Credits
Self-employment tax
Other taxes
Total Tax After Credits 0. 0.
Withholding
Estimated and extension payments
Earned income credit 11. 11.
Additional child tax credit
Other payments
Total Payments 11. 11.
Form 2210 penalty
Applied to next year’s estimated tax
Refund 11. 11.
Balance Due
Name (s)
Shawntae L Adams
This worksheet is used to compute the allowed recovery rebate credit for line 30 of Form 1040 or 1040-SR
after accounting for any economic stimulus payment previously received.
Note: National average amounts have been adjusted for inflation. See Help for details.
Actual National
Selected Income, Deductions, and Credits Per Return Average
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Electronic Postmark documents the filing date of your income tax return, and the electronic postmark
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For your federal return to be considered filed on time, your return must be postmarked on or before
midnight April 18, 2022 . 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, 2022 , your Intuit
electronic postmark will indicate April 18, 2022 , 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, 2022 ,
and a corrected return is submitted and accepted before April 23, 2022 . If your return is
submitted after April 23, 2022 , 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 17, 2022 . 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 17, 2022 , and the
corrected return is submitted and accepted by October 22, 2022
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Date
F7216U01 SBIA5001
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sbia5101 05/16/22
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If you believe your tax return information has been disclosed or used improperly in a manner
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To agree, enter your name and date in the boxes below and select the "I Agree" button on the
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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)
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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
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your return(s) contains Earned Income Tax Credit or Additional Child Tax Credit, the IRS will
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You can file your federal tax return(s) electronically, select the Refund Processing Service ("RPS"), and have
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The RPS is not necessary to obtain your refund(s). If you have an existing bank account, you do not need
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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, 2022.
2The charges here consist of a TurboTax Fee, the cost of the Tax Product, and any fees for additional
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of TurboTax purchased. See Section 3 of the Refund Processing Service Agreement for the cost of the
service you have chosen.
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File federal return electronically Federal return printed and mailed to IRS
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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:
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Select state amended return(s) to file electronically: Select state amended return(s) to file by mail:
State(s) State(s)
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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
I 1 Tentative wages 0.
2 Adjustments
3 Qualified wages 0.
4 Qualified wages allocated to SSTB 0.
A Ownership Taxpayer
B At risk status All
C Passive status Nonpassive
Schedule C
D Tentative profit (loss) 98. 98. 98.
E Other adjustments
F At risk disallowed loss
G Passive carryover loss
H Passive disallowed loss
I Net profit (loss) allowed 98. 98. 98.
Related Dispositions
J Tentative profit (loss) 0.
K At risk disallowed loss
L Passive carryover loss
M Passive disallowed loss
N Net profit (loss) allowed 0.
Shawntae L Adams 572-85-3164 6
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 9
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, 2021 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, 2021 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 $4,300? 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 10
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 $4,300 or more or
* They filed a joint return
Z Stock options T
Stock options S
B Spouse:
1 Spouse, nontaxable combat pay
1a Spouse, prior year nontaxable combat pay from 2019
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:
The "Yes" box must be marked on Line A for 2019 earned income to be used
for EIC calculations.
A Elect to use 2019 earned income for EIC Yes No
B Earned income for EIC from your 2019 return
C Current year earned income for EIC 98.
If Line C is equal to or greater than Line B the taxpayer is not eligible
to use 2019 earned income for EIC calculations.
D You may compare the tax benefit of electing to use 2021 Earned
Income by checking the boxes on line A
You qualify as a specified student if you were enrolled in a program that leads to a degree, certificate,
or other recognized educational credential and carried at least one-half the normal workload for your
course of study during at least 5 calendar months of the year. For purposes of determining whether
you were enrolled during at least 5 calendar months, count any month during which you were enrolled
for at least part of the month. The 5 months do not need to be consecutive.
Taxpayer qualifies as a specified student for EIC purposes when filing without a qualifying child
Spouse qualifies as a specified student for EIC purposes when filing without a qualifying child
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 2021? 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 2021? Yes No