F0 rm 1040 Schedule E Schedule 1 Schedule SE Schedule 2 Form 2441 Schedule 3 Form 4562 Schedule A Schedule 8812 Schedule B Form 8995 Schedule C Qualified Dividends and Capital Gain Tax Worksheet Schedule D D-3 D-4 D-5 Employee's social security number Safe, accurate, 456-87-5432 OMB No. 15-45-0003 FASTI Use ise ~ file Visit the IAS website at WWW.i's.gowith b Employer identification number (EIN Wages, tice, other compensation 2 Federal income tax withhold 33-4382966 31,000.00 5,100.00 Employer's name, address, and ZIP code Social security wages Social security tax withhold City of Dayton Fire and Rescue 31,000.00 1,922.00 123 Warren Street 5 Medicare wages and tips 6 Mecicare tax willheld 31,000.00 449.50 Dayton, OH 45402 7 Social security tips B Allocated Tips d Control number 10 Dopendant care benoits . Employee's first name and intial Last name 11 Nong alfied plans 12a Soo Instructions for box 12 Joan Arc DD 10,100.00 1265 W. Riverview Avenue PadreTart Third-party Ick pay X Dayton, OH 45402 14 OT 120 12 f Employso's address and ZIP code 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 10 Lool income tax 20 Locally name OH 1126-87021 31,000.00 1,950.00 31,000.00 770.45 DAYTN Form W-2 Wage and Tax Statement 2022 Department of the Treasury-Infernal Revarians Service Copy B-To Be Filed With Employee's FEDERAL Tax Return. This information is being furnished to the Intomal Revenue Service. Detailsomprehensilex Return Problems Charlotte Squab Financial Services 23 Wall Street New York, NY 10005 Joan and Noah Arc 1265 W. Riverview Avenue Dayton, OH 45402 SSN: 456-87-5432 Date December 31, 2022 Dividend Substitute 1099 Statement Bak 4 Federal Box ia Ordinary Qualified Box 20 Cop Income Tax Box 7 Foreign Box 11 Tox-exempt Payor Dividends Gan Dishib withheld Tax Paked Dividends ExxonMobil 350 00 350.00 Q.DO 0.00 0.00 Texon Un. 1.200.00 1.200.00 0.00 0.00 as Growth Fund 395.00 380200 250.00 0.00 30 00 Stock Transactions Box la Box 1b Box Id Box le Box 2 Net Bass (reported Description DoleAce. | Dole Sold Poomerck Character 100 shs. Blum Corp. (2/11/2012 08/15/2022 4,700.00 2,700.00 so she . Yelow Corp 21/13/2022 06/05/2022 6,000.00 5,500.00 25 ths, RedCo. 10:02/2013 10:07/2322 |12.000.09 2000.00 LT CORRECTED if checked PCCPENT SLINGER'S PET MMMYA elTy my DID Nc. 1545-1280 Chase Mortgage For 1098 Mortgage Interest 100 Park Avenue New York, NY 10017 For glenda F Statement 20.22 3 10.056.32 Copy B TECPENT SLENDOYS TH AYEIT'S BORROWERS TIN ing mortgage ar Pay on 13-4296127 434-11-3311 275.873.55 03/13/2019 PAYER S BORROWER'S SITE Nooh and Joan Are Ports poll on purchase al prodpal wallace 1265 W. Riverview Avenue City or tea curing marty Dayton, OH 45402 Mister a properties securing the 10 Other Fended.cible ian. Form 1090 nov. 1-2024 DetailsROUNDUP DAY CARE CENTER 245 N. WILKINSON STREET DAYTON, OH 45401 January 12, 2023 Joan and Noah Arc 1265 W. Riverview Avenue Dayton, OH 45402 Dear Joan and Noah, Thank you for a great 2022 at Roundup! We appreciate your patronage during the year and hope to continue to provide excellent service for Nora in 2023. We have provided the tax information for calendar year 2022 below. Please let us know if you need any additional information. Sincerely, Charles F. Burgundian Charles F. Burgundian Executive Director, Roundup Day Care EIN 54-0983456 Date of service Amount Paid Child January 1, 2022 - December 31, 2022 $7,000.00 Nora Arc The Arc 95-9876556 Income Statement For the Year Ended December 31, 2022 Revenue: Gross Sales $ 150,000.00 Less: Sales Returns and Allowances Net Sales 150,000.00 Cost of Goods Sold: Beginning Inventory 11,000.00 Add: Purchases 86,000.00 77,000.00 Loss: Ending Inventory 10,000.00 Cost of Goods Sold 67,000.00 Gross Profit (Loss) 83,000.00 Expenses: Dues and Subscriptions Estimated Federal Tax Payments 4,000.00 Estimated State Tax Payments 3,800.00 Insurance 4,000.00 Meals and Entertainment 1,600.00 Miscellaneous 300.00 Payroll Taxes 4,000.00 Professional Foes 1,800.00 Rem 3,500.00 Travel 1,300.00 Utilities 1,500.00 Vehicle Expenses Wages 25,000.00 Total Expenses $5,800.00 Not Operating Income 27,200.00$1040 Department of the Treasury-Internal Revenue Service U.S. Individual Income Tax Return 2022 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 OSS 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 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 Check here if you, or your City, town, or post office. If you have a foreign address also complete spaces below. State ZIP code spouse if filing jointly, want $3 to go to this fund, Checking a 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): number If more (1) First name Last name to you Child tax credit Credit for other dependents than four dependents, see instructions OOOO and check here Income Total amount from Form(s) W-2, box 1 (see instructions) 1a Household employee wages not reported on Form(s) W-2 . 1b Attach Form(s) 1c W-2 here. Also Tip income not reported on line 1a (see instructions) attach Forms 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 1099-R if tax was withheld. Employer-provided adoption benefits from Form 8839, line 29 If you did not 9 Wages from Form 8919, line 6 . . get a Form Other earned income (see instructions) 1h W-2, see Instructions Nontaxable combat pay election (see instructions) Add lines 1a through 1h Attach Sch. B 2a Tax-exempt interest Taxable interest if required 3a Qualified dividends b Ordinary dividends 4a IRA distributions b Taxable amount . Standard 5a Pensions and annuities Taxable amount . Deduction for- 6a Social security benefits . 6a b Taxable amount . Single or If you elect to use the lump-sum election method, check here (see instructions) separately. $12.950 Capital gain or (loss). Attach Schedule D if required. If not required, check here Married filing Other income from Schedule 1, line 10 . jointly or Qualifying Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 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, Standard deduction or itemized deductions (from Schedule A) 12 $19.400 If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A 13 any box under Standard 14 Add lines 12 and 13 . . . 14 Deduction, 15 15 ee instructions Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, s parate instructions. Cat. No. 113208 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 Credits 17 Amount from Schedule 2, line 3 17 18 Add lines 16 and 17 . 18 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 23 Other taxes, including self-employment tax, from Schedule 2, line 21 23 24 Add lines 22 and 23. This is your total tax 24 Payments 25 Federal income tax withheld from: a Form(s) W-2 25a b Form(s) 1099 25b C Other forms (see instructions) 25c Add lines 25a through 25c 25d 26 2022 estimated tax payments and amount applied from 2021 return . 26 if you have a qualifying child, attach Sch. EIC 27 Earned income credit (EIC) . 27 Additional child tax credit from Schedule 8812 28 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 Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid 34 35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here 35a Direct deposit? b Routing number c Type: Checking Savings See instructions. d Account number 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 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 Designed's Phone Personal identification name number (PIN) Sign 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 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 (see inst.) Joint return? 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.) Phone no. Email address Preparer's name Preparer's signature Date PTIN Check if: Paid Self-employed Preparer Phone no Use Only Firm's name Firm's address Firm's EIN Go to www.irs. goviForm1040 for instructions and the latest information. Form 1040 poz2)SCHEDULE 1 Additional Income and Adjustments to Income OMB No. 1545-0074 (Form 1040) Attach to Form 1040, 1040-SR, or 1040-NR. 2022 Department of the Treasury Attachment Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Additional Income Taxable refunds, credits, or offsets of state and local income taxes 1 2a Alimony received 2a Date of original divorce or separation agreement (see instructions):_ Business income or (loss). Attach Schedule C . 3 Other gains or (losses). Attach Form 4797 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E Farm income or (loss). Attach Schedule F . Unemployment compensation . 8 Other income: Net operating loss 8a b Gambling 8b Cancellation of debt 8c Foreign earned income exclusion from Form 2555 8d Income from Form 8853 8e Income from Form 8889 8f Alaska Permanent Fund dividends 8g Jury duty pay . . 8h Prizes and awards . 8i Activity not engaged in for profit income 8j k Stock options . . 8k Income from the rental of personal property if you engaged in the rental for profit but were not in the business of renting such property . 81 m Olympic and Paralympic medals and USOC prize money (see instructions) . 8m n Section 951(a) inclusion (see instructions) 8n Section 951A(a) inclusion (see instructions) 80 Section 461(1) excess business loss adjustment 8p Taxable distributions from an ABLE account (see instructions) 8q Scholarship and fellowship grants not reported on Form W-2 8r Nontaxable amount of Medicaid waiver payments included on Form 1040, line la or 1d . . . 8s t Pension or annuity from a nonqualifed deferred compensation plan or a nongovernmental section 457 plan 8t u Wages earned while incarcerated 8u z Other income. List type and amount: 8z 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 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F Schedule 1 (Form 1040) 2022Schedule 1 (Form 1040) 2022 Page 2 Part II Adjustments to Income 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 19a Alimony paid . 19a b Recipient's SSN . .. c Date of original divorce or separation agreement (see instructions): 20 IRA deduction . . 20 21 Student loan interest deduction 21 22 Reserved for future use 22 23 Archer MSA deduction 23 24 Other adjustments: Jury duty pay (see instructions) 24a Deductible expenses related to income reported on line 81 from the rental of personal property engaged in for profit 24b c Nontaxable amount of the value of Olympic and Paralympic medals and USOC prize money reported on line 8m . 24c d Reforestation amortization and expenses . 24d e Repayment of supplemental unemployment benefits under the Trade Act of 1974 . . . . . . 24e f Contributions to section 501(c)(18)(D) pension plans . 24f g Contributions by certain chaplains to section 403(b) plans 24g h Attorney fees and court costs for actions involving certain unlawful discrimination claims (see instructions) . . . 24h 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 24i j Housing deduction from Form 2555 . . 24j k Excess deductions of section 67(e) expenses from Schedule K-1 (Form 1041) . 24k z Other adjustments. List type and amount: 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 Schedule 1 (Form 1040) 2022SCHEDULE 2 (Form 1040) Additional Taxes OMB No. 1545-0074 Attach to Form 1040, 1040-SR, or 1040-NR. 2022 Department of the Treasury Attachment Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 02 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Tax 1 Alternative minimum tax. Attach Form 6251 2 Excess advance premium tax credit repayment. Attach Form 8962 2 3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . 3 Part II Other Taxes 4 Self-employment tax. Attach Schedule SE . 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 7 Total additional social security and Medicare tax. Add lines 5 and 6 8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required. If not required, check here . . 8 9 Household employment taxes. Attach 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 3 Uncollected social security and Medicare or RRTA tax on tips or group-term life insurance from Form 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 (continued on page 2) For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71478U schedule 2 (Form 1040) 2022SCHEDULE 2 (Form 1040) Additional Taxes OMB No. 1545-0074 Attach to Form 1040, 1040-SR, or 1040-NR. 2022 Department of the Treasury Attachment Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 02 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Tax 1 Alternative minimum tax. Attach Form 6251 2 Excess advance premium tax credit repayment. Attach Form 8962 2 3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . 3 Part II Other Taxes 4 Self-employment tax. Attach Schedule SE . 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 7 Total additional social security and Medicare tax. Add lines 5 and 6 8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required. If not required, check here . . 8 9 Household employment taxes. Attach 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 3 Uncollected social security and Medicare or RRTA tax on tips or group-term life insurance from Form 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 (continued on page 2) For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71478U schedule 2 (Form 1040) 2022Schedule 2 (Form 1040) 2022 Page 2 Part II Other Taxes (continued) 17 Other additional taxes: a Recapture of other credits. List type, form number, and amount: 17a b Recapture of federal mortgage subsidy, if you sold your home see instructions 17b c Additional tax on HSA distributions. Attach Form 8889 . 17c d Additional tax on an HSA because you didn't remain an eligible individual. Attach Form 8889 . . 17d e Additional tax on Archer MSA distributions. Attach Form 8853. 17e Additional tax on Medicare Advantage MSA distributions. Attach Form 8853 |17f g Recapture of a charitable contribution deduction related to a fractional interest in tangible personal property . 17g h Income you received from a nonqualified deferred compensation plan that fails to meet the requirements of section 409A 17h i Compensation you received from a nonqualified deferred compensation plan described in section 457A . 17i j Section 72(m)(5) excess benefits tax 17j k Golden parachute payments . 17k I Tax on accumulation distribution of trusts . 171 m Excise tax on insider stock compensation from an expatriated corporation . 17m n Look-back interest under section 167(g) or 460(b) from Form 8697 or 8866 17n o Tax on non-effectively connected income for any part of the year you were a nonresident alien from Form 1040-NR . 170 p Any interest from Form 8621, line 16f, relating to distributions from, and dispositions of, stock of a section 1291 fund . 17p q Any interest from Form 8621, line 24 . . . 17q z Any other taxes. List type and amount: 17z 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 Schedule 2 (Form 1040) 2022SCHEDULE 3 (Form 1040) Additional Credits and Payments OMB No. 1545-0074 Attach to Form 1040, 1040-SR, or 1040-NR. 2022 Department of the Treasury Go to www.irs.gov/Form1040 for instructions and the latest information. Attachment Internal Revenue Service Sequence No. 03 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Nonrefundable Credits Foreign tax credit. Attach Form 1116 if required 2 Credit for child and dependent care expenses from Form 2441, line 11. Attach Form 2441 . 2 3 Education credits from Form 8863, line 19 . 3 4 Retirement savings contributions credit. Attach Form 8880 5 Residential energy credits. Attach Form 5695 5 6 Other nonrefundable credits: a General business credit. Attach Form 3800 6a b Credit for prior year minimum tax. Attach Form 8801 6b c Adoption credit. Attach Form 8839 . 6c d Credit for the elderly or disabled. Attach Schedule R . 6d Alternative motor vehicle credit. Attach Form 8910 6e f Qualified plug-in motor vehicle credit. Attach Form 8936 6f g Mortgage interest credit. Attach Form 8396 6g h District of Columbia first-time homebuyer credit. Attach Form 8859 6h i Qualified electric vehicle credit. Attach Form 8834 6i j Reserved for future use . . . . . . . 6j k Credit to holders of tax credit bonds. Attach Form 8912 6k I Amount on Form 8978, line 14. See instructions 61 z Other nonrefundable credits. List type and amount: 6z N Total other nonrefundable credits. Add lines 6a through 6z. 8 Add lines 1 through 5 and 7. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 20 . . . 8 (continued on page 2) For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71480G Schedule 3 (Form 1040) 2022SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040) Go to www.irs.gov/ScheduleA for instructions and the latest information. 2022 Department of the Treasury Attach to Form 1040 or 1040-SR. Attachment Internal Revenue Service Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07 Name(s) shown on Form 1040 or 1040-SR Your social security number Medical Caution: Do not include expenses reimbursed or paid by others. and 1 Medical and dental expenses (see instructions) Dental 2 Enter amount from Form 1040 or 1040-SR, line 11 | 2 | Expenses Multiply line 2 by 7.5% (0.075) .. 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- Taxes You 5 State and local taxes. Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box. 5a 22 b State and local real estate taxes (see instructions) . 5b c State and local personal property taxes . 5c d Add lines 5a through 5c . . 5d e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) . 5e 6 Other taxes. List type and amount: 7 Add lines 5e and 6. 17 Interest 8 Home mortgage interest and points. If you didn't use all of your home You Paid mortgage loan(s) to buy, build, or improve your home, see Caution: Your instructions and check this box 0 mortgage interest deduction may be a Home mortgage interest and points reported to you on Form 1098. limited. See See instructions if limited 8a instructions b Home mortgage interest not reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address . . 8b c Points not reported to you on Form 1098. See instructions for special rules 8c d Reserved for future use 8d e Add lines 8a through 8c 9 Investment interest. Attach Form 4952 if required. See instructions . 9 10 Add lines Be and 9. . 10 Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see Charity instructions . 11 Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more, made a gift and got a benefit for it. see instructions. You must attach Form 8283 if over $500. 12 see instructions. 13 Carryover from prior year 13 14 Add lines 11 through 13 14 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See Instructions 15 Other 16 Other-from list in instructions. List type and amount: Itemized Deductions 16 Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Itemized Form 1040 or 1040-SR, line 12 . 17 Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, check this box For Paperwork Reduction Act Notice, see the Instructions for Form 1040. Cat. No. 17145C Schedule A (Form 1040) 2022SCHEDULE B OMB No. 1545-0074 (Form 1040) Interest and Ordinary Dividends 2022 Department of the Treasury Go to www.irs.gov/ScheduleB for instructions and the latest information. Attach to Form 1040 or 1040-SR. Attachment Internal Revenue Service Sequence No. 08 Name(s) shown on retum Your social security number Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the Amount buyer used the property as a personal residence, see the instructions and list this Interest interest first. Also, show that buyer's social security number and address: (See instructions and the Instructions for Form 1040 line 2b.) Note: If you received a Form 1099-INT. Form 1099-OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form. Add the amounts on line 1 2 W N Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 3 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b 4 Note: If line 4 is over $1,500, you must complete Part III. Amount Part II List name of payer. Ordinary Dividends (See instructions and the Instructions for Form 1040, line 3b. Note: If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b on that form. Note: If line 6 is over $1,500, you must complete Part III Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign Foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. Accounts Yes No and Trusts 7a At any time during 2022, did you have a financial interest in or signature authority over a financial Caution: If account (such as a bank account, securities account, or brokerage account) located in a foreign required, failure to file FinCEN Form country? See instructions . 114 may result in If "Yes," are you required to file FinCEN Form 114, Report of Foreign Bank and Financial substantial Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114 penalties. and its instructions for filing requirements and exceptions to those requirements . Additionally, you may be required b If you are required to file FinCEN Form 114, list the name(s) of the foreign country(-ies) where the to file Form 8938. financial account(s) are located: Statement of Specified Foreign Financial Assets 8 During 2022, did you receive a distribution from, or were you the grantor of, or transferor to, a See instructions oreign trust? If "Yes," you may have to file Form 3520. See instructions For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146N Schedule B (Form 1040) 2022SCHEDULE C Profit or Loss From Business OMB No. 1545-0074 (Form 1040) (Sole Proprietorship) Go to www.irs.gov/ScheduleC for instructions and the latest information. 2022 Department of the Treasury Attachment Internal Revenue Service 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) Principal business or profession, including product or service (see instructions) B Enter code from instructions Business name. If no separate business name, leave blank. A D Employer ID number (EIN) (see instr.) Business address (including suite or room no.) City, town or post office, state, and ZIP code Accounting method: (1) Cash (2) Accrual (3) Other (specify) Did you "materially participate" in the operation of this business during 2022? If "No." see instructions for limit on losses Yes No If you started or acquired this business during 2022, check here. Did you make any payments in 2022 that would require you to file Form(s) 1099? See instructions Yes No If "Yes," did you or will you file required Form(s) 1099?. Yes No Part | Income 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 . Returns and allowances 2 Subtract line 2 from line 1 3 Cost of goods sold (from line 42) Gross profit. Subtract line 4 from line 3 5 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) Gross income. Add lines 5 and 6 Part II Expenses. Enter expenses for business use of your home only on line 30 Advertising . 18 Office expense (see instructions) . 18 g Car and truck expenses 19 Pension and profit-sharing plans . 19 (see instructions) 20 Rent or lease (see instructions): 10 Commissions and fees Vehicles, machinery, and equipment 20a 11 Contract labor (see instructions) 11 b Other business property 20b 12 Depletion . 12 21 Repairs and maintenance 21 13 Depreciation and section 179 22 Supplies (not included in Part III) . 22 expense deduction (not 23 Taxes and licenses . 23 included in Part III) (see 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 Mortgage (paid to banks, etc.) 16a 26 Wages (less employment credits) 26 Other 16b 27a Other expenses (from line 48) . 27a 17 Legal and professional services 17 b Reserved for future use 27b Total expenses before expenses for business use of home. Add lines 8 through 27a . 28 Tentative profit or (loss). Subtract line 28 from line 7 . 29 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 . 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. b Some investment is not If you checked 32b, you must attach Form 6198. Your loss may be limited. it risk. For Paperwork Reduction Act Notice, see the separate instructions. Cat. No. 11334P Schedule C (Form 1040) 2022Schedule C (Form 1040) 2022 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 36 Purchases less cost of items withdrawn for personal use 36 37 Cost of labor. Do not include any amounts paid to yourself 37 38 Materials and supplies July 15, 202 38 39 Other costs . 39 40 Add lines 35 through 39 41 Inventory at end of year O NOT FIL 40 41 42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 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) Of the total number of miles you drove your vehicle during 2022, enter the number of miles you used your vehicle for: a Business b Commuting (see instructions) c Other 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 47a Do you have evidence to support your deduction? Yes No b If "Yes," is the evidence written? Yes No Part V Other Expenses. List below business expenses not included on lines 8-26 or line 30. 48 Total other expenses. Enter here and on line 27a 48 Schedule C (Form 1040) 2022Schedule D (Form 1040) 2022 Page 2 Part III Summary 16 Combine lines 7 and 15 and enter the result . 16 . If line 16 is a gain, enter the amount from line 16 on Form 1040, 1040-SR, or 1040-NR, line 7. Then, go to line 17 below. . If line 16 is a loss, skip lines 17 through 20 below. Then, go to line 21. Also be sure to complete line 22. . If line 16 is zero, skip lines 17 through 21 below and enter -0- on Form 1040, 1040-SR, or 1040-NR, line 7. Then, go to line 22. 17 Are lines 15 and 16 both gains? Yes. Go to line 18. No. Skip lines 18 through 21, and go to line 22. 15, 202 18 If you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the amount, if any, from line 7 of that worksheet 18 19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see instructions), enter the amount, if any, from line 18 of that worksheet 19 20 Are lines 18 and 19 both zero or blank and you are not filing Form 4952? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 16. Don't complete lines 21 and 22 below. No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21 and 22 below. 21 If line 16 is a loss, enter here and on Form 1040, 1040-SR, or 1040-NR, line 7, the smaller of: . The loss on line 16; or 21 . ($3,000), or if married filing separately, ($1.500) Note: When figuring which amount is smaller, treat both amounts as positive numbers. 22 Do you have qualified dividends on Form 1040, 1040-SR, or 1040-NR, line 3a? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 16. [)No. Complete the rest of Form 1040, 1040-SR, or 1040-NR. Schedule D (Form 1040) 2022SCHEDULE E Supplemental Income and Loss OMB No. 1545-0074 (Form 1040) From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) 2022 Department of the Treasury Attach to Form 1040, 1040-SR, 1040-NR, or 1041. Attachment Internal Revenue Service Go to www.irs.gov/ScheduleE for instructions and the latest information. Sequence No. 13 Name(s) shown on retum Your social security number Part I Income or Loss From Rental Real Estate and Royalties Note: If you are in the business of renting personal property, use Schedule C. See instructions. If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40. Did you make any payments in 2022 that would require you to file Form(s) 1099? See instructions . Yes No B If "Yes," did you or will you file required Form(s) 1099?. Yes No Physical address of each property (street, city, state, ZIP code) B 1b Type of Property 2 For each rental real estate property listed Fair Rental Personal Use QJV (from list below) above, report the number of fair rental and Days Days personal use days. Check the QJV box only B if you meet the requirements to file as a A CO qualified joint venture. See instructions. C Type of Property: 1 Single Family Residence 3 Vacation/Short-Term Rental 5 Land 7 Self-Rental 2 Multi-Family Residence 4 Commercial 6 Royalties 8 Other (describe) .. Properties: Income: B C 3 Rents received 3 Royalties received 4 Expenses: 5 Advertising Auto and travel (see instructions) Cleaning and maintenance . Commissions Insurance . 10 Legal and other professional fees 10 11 Management fees . 11 12 Mortgage interest paid to banks, etc. (see instructions) 12 13 Other interest 13 14 Repairs . 14 15 Supplies 15 16 Taxes 16 17 Utilities . 17 18 Depreciation expense or depletion 18 19 Other (list) 19 20 Total expenses. Add lines 5 through 19 20 21 Subtract line 20 from line 3 (rents) and/or 4 (royalties). If result is a (loss), see instructions to find out if you must file Form 6198 . 21 22 Deductible rental real estate loss after limitation, if any, on Form 8582 (see instructions) . . 22 23a Total of all amounts reported on line 3 for all rental properties 23a b Total of all amounts reported on line 4 for all royalty properties 23b Total of all amounts reported on line 12 for all properties 23c d Total of all amounts reported on line 18 for all properties 23d Total of all amounts reported on line 20 for all properties 23e 24 Income. Add positive amounts shown on line 21. Do not include any losses 24 25 Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here 25 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Schedule 1 (Form 1040), line 5. Otherwise, include this amount in the total on line 41 on page 2 26 For Paperwork Reduction Act Notice, see the separate instructions. Cat. No. 11344L Schedule E (Form 1040) 2022SCHEDULE SE OMB No. 1545-0074 (Form 1040) Self-Employment Tax 2022 Department of the Treasury Go to www.irs.gov/ScheduleSE for instructions and the latest information Internal Revenue Service Attach to Form 1040, 1040-SR, or 1040-NR. Attachment Sequence No. 17 Name of person with self-employment income (as shown on Form 1040, 1040-SR, or 1040-NR) Social security number of person with self-employment income Part I Self-Employment Tax Note: If your only income subject to self-employment tax is church employee income, see instructions for how to report your income and the definition of church employee income. A if you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had $400 or more of other net earnings from self-employment, check here and continue with Part I. Skip lines 1a and 1b if you use the farm optional method in Part II. See instructions. 1a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065), box 14, code A 1a b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve Program payments included on Schedule F. line 4b, or listed on Schedule K-1 (Form 1065), box 20, code AH 1b Skip line 2 if you use the nonfarm optional method in Part II. See instructions. 2 Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than arming). See instructions for other income to report or if you are a minister or member of a religious order 3 Combine lines 1a, 1b, and 2 . 3 4a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 4a Note: If line 4a is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions. b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here . 4b C Combine lines 4a and 4b. If less than $400, stop; you don't owe self-employment tax. Exception: If less than $400 and you had church employee income, enter -0- and continue . 4c 5a Enter your church employee income from Form W-2. See instructions for definition of church employee income Multiply line 5a by 92.35% (0.9235). If less than $100, enter -0- 5b Add lines 4c and 5b Maximum amount of combined wages and self-employment earnings subject to social security tax or the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2022 . 147.000 Ba Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2) and railroad retirement (tier 1) compensation. If $147,000 or more, skip lines Bb through 10, and go to line 11 . . 8a b Unreported tips subject to social security tax from Form 4137, line 10 . 8b c Wages subject to social security tax from Form 8919, line 10 . 8c d Add lines 8a, 8b, and 8c . . . 8d 9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 9 10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) . 10 11 Multiply line 6 by 2.9% (0.029) . . 11 12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040), line 4 12 13 Deduction for one-half of self-employment tax. Multiply line 12 by 50% (0.50). Enter here and on Schedule 1 (Form 1040), line 15 . 13 Part II Optional Methods To Figure Net Earnings (see instructions) Farm Optional Method. You may use this method only if (a) your gross farm income' wasn't more than $9,060, or (b) your net farm profits' were less than $6,540. 14 Maximum income for optional methods . 14 6.040 15 Enter the smaller of: two-thirds (/3) of gross farm income' (not less than zero) or $6,040. Also, include this amount on line 4b above 15 Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits' were less than $6,540 and also less than 72.189% of your gross nonfarm income," and (b) you had net earnings from self-employment of at least $400 in 2 of the prior 3 years. Caution: You may use this method no more than five times. 16 Subtract line 15 from line 14 . . 16 17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income* (not less than zero) or the amount on line 16. Also, include this amount on line 4b above 17 From Sch. F. line 9; and Sch. K-1 (Form 1065), box 14, code B. From Sch. C, line 31; and Sch. K-1 (Form 1065), box 14, code A From Sch. F, line 34; and Sch. K-1 (Form 1065), box 14, code A-minus the amount * From Sch. C, line 7; and Sch. K-1 (Form 1065), box 14, code C. you would have entered on line 1b had you not used the optional method. For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 113582 Schedule SE (Form 1040) 2022.2441 OMB No. 1545-0074 Form Child and Dependent Care Expenses Department of the Treasury Attach to Form 1040, 1040-SR, or 1040-NR. 2022 Go to www.irs.gov/Form2441 for instructions and the latest information. Attachment Internal Revenue Service Sequence No. 21 Name(s) shown on retum Your social security number A You can't claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the requirements listed in the instructions under Married Persons Filing Separately. If you meet these requirements, check this box . B If you or your spouse was a student or was disabled during 2022 and you're entering deemed income of $250 or $500 a month on Form 2441 based on the income rules listed in the instructions under If You or Your Spouse Was a Student or Disabled, check this box . Part I Persons or Organizations Who Provided the Care- You must complete this part. if you have more than three care providers, see the instructions and check this box 0 (d) Was the care provider your 1 (a) Care provider's (b) Address household employee in 20227 (number, street, apt. no., city, state, and ZIP code) (c) Identifying number For example, this generally includes (e) Amount paid name (SSN or EIN) nannies but not daycare centers, (see instructions) (see instructions) Yes No Yes No Yes No Did you receive No Complete only Part II below. dependent care benefits? - Yes Complete Part Ill on page 2 next. Caution: If the care provider is your household employee, you may owe employment taxes. For details, see the Instructions for Schedule H (Form 1040). If you incurred care expenses in 2022 but didn't pay them until 2023, or if you prepaid in 2022 for care to be provided in 2023, don't include these expenses in column (d) of line 2 for 2022. See the instructions. Part II Credit for Child and Dependent Care Expenses 2 Information about your qualifying person(s). If you have more than three qualifying persons, see the instructions and check this box (c) Check here if the (d) Qualified expenses (a) Qualifying person's name (b) Qualifying person's qualifying person was over you incurred and paid social security number age 12 and was disabled. in 2022 for the person First Last (see instructions) listed in column (a) 3 Add the amounts in column (d) of line 2. Don't enter more than $3,000 if you had one qualifying person or $6,000 if you had two or more persons. If you completed Part III, enter the amount from line 31 3 Enter your earned income. See instructions .. . .. If married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was disabled, see the instructions); all others, enter the amount from line 4 . 5 Enter the smallest of line 3, 4, or 5 . 6 Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 11 . . 17 Enter on line 8 the decimal amount shown below that applies to the amount on line 7. If line 7 is: If line 7 is: If line 7 is: But not Decimal But not Decimal But not Decimal Over over amount is Over over amount is Over over amount is $0-15,000 35 $25,000-27,000 29 $37,000-39,000 23 15,000-17,000 34 27,000-29,000 28 39,000-41,000 .22 8 29,000-31,000 41,000-43,000 .21 X . 17,000-19,000 .33 27 19,000-21,000 .32 31,000-33,000 26 43,000-No limit 20 21,000-23,000 31 33,000-35,000 .25 23,000-25,000 .30 35,000-37,000 24 Multiply line 6 by the decimal amount on line 8 9a If you paid 2021 expenses in 2022, complete Worksheet A in the instructions. Enter the amount from line 13 of the worksheet here. Otherwise, enter -0- on line 9b and go to line 9c 9b C Add lines 9a and 9b and enter the result 9c 10 Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions | 10 11 Credit for child and dependent care expenses. Enter the smaller of line 9c or line 10 here and on Schedule 3 (Form 1040), line 2 . 11 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11862M Form 2441 (2022)SCHEDULE 8812 Credits for Qualifying Children OMB No. 1545-0074 (Form 1040) and Other Dependents 2022 Department of the Treasury Attach to Form 1040, 1040-SR, or 1040-NR. Attachment Internal Revenue Service Go to www.irs.gov/Schedule8812 for instructions and the latest information Sequence No. 47 Name(s) shown on retum Your social security number Part I Child Tax Credit and Credit for Other Dependents Enter the amount from line 11 of your Form 1040, 1040-SR. or 1040-NR 2a Enter income from Puerto Rico that you excluded . b Enter the amounts from lines 45 and 50 of your Form 2555 2b Enter the amount from line 15 of your Form 4563 2c Add lines 2a through 2c . 2d Add lines I and 2d 3 Number of qualifying children under age 17 with the required social security number Multiply line 4 by $2,000 5 Number of other dependents, including any qualifying children who are not under age 17 or who do not have the required social security number 6 Caution: Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S. resident alien. Also, do not include anyone you included on line 4. Multiply line 6 by $500 - Add lines 5 and 7 . Enter the amount shown below for your filing status. . Married filing jointly-$400,000 . All other filing statuses-$200.000 10 Subtract line 9 from line 3. 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 11 Multiply line 10 by 5% (0.05) . 11 12 Is the amount on line 8 more than the amount on line 1 1? . 12 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 1 1 from line 8. Enter the result. 13 Enter the amount from the Credit Limit Worksheet A 13 14 Enter the smaller of line 12 or 13. This is your child tax credit and credit for other dependents . 14 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 1 1) before completing Part II-A. For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 59761M Schedule 8812 (Form 1040) 2022Schedule 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 Number of qualifying children under 17 with the required social security number. 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 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 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 02 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 I 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 1 1. 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 Schedule 8812 (Form 1040) 2022OMB No. 1545-2294 Form 8995 Qualified Business Income Deduction Simplified Computation 2021 Department of the Treasury Attach to your tax return 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 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. (a) Trade, business, or aggregation name (b) Taxpayer (c) Qualified business identification number income or (loss) 2 Total qualified business income or (loss). Combine lines 1i through 1v. column (c) . . Qualified business net (loss) carryforward from the prior year . 3 AC Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- Qualified business income component. Multiply line 4 by 20% (0.20) 5 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss) (see instructions) 7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero or less, enter -0- . 8 9 REIT and PTP component. Multiply line 8 by 20% (0.20) 9 10 Qualified business income deduction before the income limitation. Add lines 5 and 9 10 11 Taxable income before qualified business income deduction (see instructions) 11 12 Net capital gain (see instructions) . . 12 13 Subtract line 12 from line 11. If zero or less, enter -0- 13 14 Income limitation. Multiply line 13 by 20% (0.20) . 14 15 Qualified business income deduction. Enter the smaller of line 10 or line 14. Also enter this amount on the applicable line of your return (see instructions) . 15 16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . 16 17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than zero, enter -0- 17 For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No. 37806C Form 8995 (2021)OMB No. 1545-0172 Form 4562 Depreciation and Amortization (Including Information on Listed Property) 2022 Department of the Treasury Attach to your tax return. Internal Revenue Service Go to www.irs.gov/Form4562 for instructions and the latest information. Attachment Sequence No. 179 Name(s) shown on retum Business or activity to which this form relates Identifying number Part | Election To Expense Certain Property Under Section 179 Note: If you have any listed property, complete Part V before you complete Part I. 1 Maximum amount (see instructions) . Total cost of section 179 property placed in service (see instructions) C N Threshold cost of section 179 property before reduction in limitation (see instructions) 4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . 5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions 5 (a) Description of property (b) Cost (business use only) (c) Elected cost 7 Listed property. Enter the amount from line 29 . .. 7 8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 8 9 Tentative deduction. Enter the smaller of line 5 or line 8 . . 9 10 Carryover of disallowed deduction from line 13 of your 2021 Form 4562 . 10 11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5. See instructions 11 12 Section 179 expense deduction. Add lines 9 and 10, but don't enter more than line 11 12 13 Carryover of disallowed deduction to 2023. Add lines 9 and 10, less line 12 13 Note: Don't use Part II or Part III below for listed property. Instead, use Part V. Part II Special Depreciation Allowance and Other Depreciation (Don't include listed property. See instructions. 14 Special depreciation allowance for qualified property (other than listed property) placed in service during the tax year. See instructions . 14 15 Property subject to section 168(f)(1) election . 15 16 Other depreciation (including ACRS) 16 Part III MACRS Depreciation (Don't include listed property. See instructions. Section A 17 MACRS deductions for assets placed in service in tax years beginning before 2022 17 18 If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here 0 Section B-Assets Placed in Service During 2022 Tax Year Using the General Depreciation System (b) Month and yea (a) Classification of property c) Basis for depreciation placed in business,/investment use (d) Recovery (e) Convention (f) Method service only-see instructions) period (g) Depreciation deduction 19 3-year property 5-year property c 7-year property d 10-year property e 15-year property f 20-year property g 25-year property 25 yrs S/L h Residential rental 27.5 yrs. MM S/L property 27.5 yrs. MM S/L i Nonresidential real 39 yrs. MM S/L property MM S/L Section C-Assets Placed in Service During 2022 Tax Year Using the Alternative Depreciation System 20a Class life S/L b 12-year 12 yrs. S/L c 30-year 30 yrs. MM S/L d 40-year 40 yrs. MM S/L Part IV Summary (See instructions.) 21 Listed property. Enter amount from line 28 21 22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on the appropriate lines of your return. Partnerships and S corporations -see instructions 22 23 For assets shown above and placed in service during the current year, enter the portion of the basis attributable to section 263A costs . 23 For Paperwork Reduction Act Notice, see separate instructions. Cat. No. 12906N Form 4562 (2022)Qualified Dividends and Capital Gain Tax Worksheet-Line 16 Keep for Your Records Before you begin: / See the earlier instructions for line 16 to see if you can use this worksheet to figure your tax. Before completing this worksheet, complete Form 1040 or 1040-SR through line 15 If you don't have to file Schedule D and you received capital gain distributions, be sure you checked the box on Form 1040 or 1040-SR, line 7. 1. Enter the amount from Form 1040 or 1040-SR, line 15. However, if you are filing Form 2355 (relating to foreign earned income), enter the amount from line 3 of the Foreign Earned Income Tax Worksheet . . . . 1. 2. Enter the amount from Form 1040 or 1040-SR, line 3a* 2. 3. Are you filing Schedule D?* O Yes. Enter the smaller of line 15 or 16 of Schedule D. If either line 15 or 16 is blank or a loss, enter -0-. 3. No. Enter the amount from Form 1040 or 1040-SR, line 7. 4. Add lines 2 and 3 . . . . ... 4. 5. Subtract line 4 from line 1. If zero or less, enter -0- . .. . . . . . . . 5. 6. Enter: $41,675 if single or married filing separately, $83,350 if married filing jointly or qualifying widow(er), $55,800 if head of household. 6. 7 . Enter the smaller of line 1 or line 6 . . . . . . . . . . . 7. Enter the smaller of line 5 or line 7 . . . 8. 9. Subtract line 8 from line 7. This amount is taxed at 0% 10. Enter the smaller of line 1 or line 4 . . 10. 11. Enter the amount from line 9 11. 12. Subtract line 11 from line 10 . . 12. 13. Enter: $459,750 if single, $258,600 if married filing separately, $517,200 if married filing jointly or qualifying widow(er), 13. $488,500 if head of household. 14. Enter the smaller of line 1 or line 13 ...... . . 14. 15. Add lines 5 and 9 15. 16. Subtract line 15 from line 14. If zero or less, enter -0- . . 16. 17. Enter the smaller of line 12 or line 16 . . 17. 18. Multiply line 17 by 15% (0.15) . . . . 18. 19. Add lines 9 and 17 . . . . 19. 20. Subtract line 19 from line 10 . . 20. 21. Multiply line 20 by 20% (0.20) 21. 22. Figure the tax on the amount on line 5. If the amount on line 5 is less than $100,000, use the Tax Table to figure the tax. If the amount on line 5 is $100,000 or more, use the Tax Computation Worksheet . . . . . 22. 23. Add lines 18, 21, and 22 23. 24. Figure the tax on the amount on line 1. If the amount on line 1 is less than $100,000, use the Tax Table to figure the tax. If the amount on line 1 is $100,000 or more, use the Tax Computation Worksheet . . . . . . . . . . . 24. 25. Tax on all taxable income. Enter the smaller of line 23 or 24. Also include this amount on the entry space on Form 1040 or 1040-SR, line 16. If you are filing Form 2555, don't enter this amount on the entry space on For