Need help with writing a client letter. Here are the requirements going based off of the tax form attached. In your client letters, you should address the client. You will also need to note 3 - 4 items regarding taxes specific to that client. These items can be related to the current tax return or future tax returns. You can explain why they qualified for something, how can they save on taxes, maybe qualifying for an adjustment to AGI.

Olivia Smith ? Date of birth - 12/26/1989 ? Olivia works as an Operator, her W-2 is provided ? Phone number is 920-498-2585 Olivia has two children: Lawrence Smith ? DOB 07/27/2015 ? Social Security Number 033-74-8598 Kayla Johnson ? DOB 01/21/2017 ? Social Security Number 032-96-8574 Olivia's children live with her full-time and she pays all the household expenses. Olivia did not itemize deductions in the prior year. Olivia does not wish to contribute to the Presidential Election Campaign Fund.

CLIENT : OLIVIA SMITH Xxx-Xx-2541 PREPARER : 995 DATE : 10/21/2023 W-2 INCOME FORMS SUMMARY * T/S EMPLOYER WAGES FED WITH FICA MED TAX STATE WITH ST 1 . T TULIP INC 25000 1000 1550 363 500 WI TOTALS . . . . 25000 1000 1550 363 500 FORM SSA-1099 INCOME FORMS SUMMARY [T/S] PAYER SSA BENEFITS FED WITH PREMIUMS 1 . T U.S. 6000 O TOTALS . . . 6000FORM SSA - 1099 - SOCIAL SECURITY BENEFIT STATEMENT PART OF YOUR SOCIAL SECURITY BENEFITS SHOWN IN BOX 5 MAY BE TAXABLE 20xx INCOME. SEE THE REVERSE FOR MORE INFORMATION. Box 1. Name Box 2. Beneficiary's Social Security Number Olivia Smith XXX-00-XXXX Box 4. Benefits Repaid to SSA in Box 5. Net Benefits for 20xx(Box 3 minus Box 3. Benefits Paid in 20xx 20xx Box 4) $6,000.00 $6,000.00 DESCRIPTION OF AMOUNT IN BOX 3 DESCRIPTION OF AMOUNT IN BOX 4 Paid by check or direct deposit: Medicare Part B premiums deducted from your benefits: Medicare Prescription Drug premiums Box 6. Voluntary Federal Income Tax Withheld (Part D) deducted from your benefits: Total Additions: Box 7. Address Benefits for 20xx: 8598 Mark St Appleton, WI 54915 Box 8. Claim Number (Use this number if you need to contact SSA.) 800-555-8585Cell STATUS : HEAD OF HOUSEHOLD X FED TYPE: Electronic Mail ST TYPE : Regular Tax EFFECTIVE RATE : 0. 00% E-MAIL DEPENDENT NAME BIRTH DATE AGE SSN RELATIONSHIP MONTHS LAWRENCE SMITH xx/xx/2015 XXX-XX-8598 SON 12 KAYLA JOHNSON xx/xx/2017 5 XXX-XX-8574 DAUGHTER 12 LISTING OF FORMS FOR THIS RETURN FORM 1040 FORM W-2 FORM SSA-1099 (SOCIAL SECURITY BENEFITS) SCHEDULE EIC (EARNED INCOME CREDIT) CHILD TAX CREDIT WORKSHEET FORM 8812 (ADDITIONAL CHILD TAX CREDIT) FORM 8879 (E-FILE SIGNATURE AUTHORIZATION) QUICK SUMMARY * SUMMARY FEDERAL FILING STATUS 4 TOTAL INCOME 26500 TOTAL ADJUSTMENTS ADJUSTED GROSS INCOME 26500 DEDUCTIONS 19400 EXEMPTIONS TAXABLE INCOME 7100 TAX 713 CREDITS 713 PAYMENTS 8817 REFUND 8817 AMOUNT DUE EARNED INCOME CREDIT 4817OLIVIA SMITH XXX-XX-2541 Credit Limit Worksheet A 1. Enter the amount from line IS of your Form 1040, 1040-SR. or 1040-NR. 713 2. Add the following amounts (if applicable) from: Schedule 3, line 1 . Schedule 3, line 2 . Schedule 3, line 3 Schedule 3, line 4 Schedule 3, line 6d Schedule 3, line 6c Schedule 3, line of Schedule 3, line 6l Form 5695, line 30 Enter the total. 3. Subtract line 2 from line 1. 3 713 Complete the Credit Limit Worksheet B only if you meet all of the following. I. You are claiming one or more of the following credits. a. Mortgage interest credit, Form 8396. b. Adoption credit, Form $839. c. Residential clean energy credit, Form 5695, Part I. d. District of Columbia first-time homebuyer credit, Form 8859. 2. You are not filing Form 2555. 3. Line 4 of Schedule 8812 is more than zero. If you are not completing Credit Limit Worksheet B, enter -0-; otherwise, center the amount from the Credit Limit Worksheet B. 5. Subtract line 4 from line 3. Enter here and on Schedule 8812, line 13. 5 713a Employee's social security number Safe, accurate. Visit the IRS website at 607-00-2541 OMB No. 1545-0008 FAST! Use file www.is.gowetwe b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld 03-1585636 25,000 1,000 c Employer's name, address, and ZIP code 3 Social security wages Social security tax withheld Tulip Inc 25,000 1,550 2585 Camry St 5 Medicare wages and tips 6 Medicare tax withheld Appleton, WI 54915 25,000 363 7 Social security tips 8 Allocated tips d Control number 10 Dependent care benefits e Employee's first name and initial Last name Suff. 11 Nonqualified plans 12a See instructions for box 12 Olivia Smith DD 7,000 8598 Mark St 13 Statutory Activemant Third-party plan pick pay 12b Appleton, WI 54915 14 Other 120 12d f Employee'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. 19 Local income tax 20 Locality name WI 34-5789123 25,000 500 W-2 Wage and Tax Statement Department of the Treasury-Internal Revenue Service Form 20XX Copy B-To Be Filed With Employee's FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service.OLIVIA SMITH XXX-XX-2541 Schedule 8612 (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. Eater -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 . - 168 3287 b Number of qualifying children under 17 with the required social security number. 2 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 3000 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 3000 18a Harned income (sec instructions) 18a 25000 b Nontaxable combat pay (scc instructions). 18b 19 Is the amount on line ISa more than $2,500? No. Leave line 19 blank and enter -0- on line 20. X Yes. Subtract $2,500 from the amount on line 1 8a. Enter the result 19 22500 20 Multiply the amount on line 19 by 15% (0.15) and enter the result 20 3375 Next. On line 16b, is the amount $4,500 or more? A 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 | RRTA taxes, sec instructions. 21 22 Enter the total of the amounts from Schedule I (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 1 1. 1040-NR filers: Enter the amount from Schedule 3 (Form 1040), line 11. 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 3000 Schedule 9812 (Form 1040) 2022SCHEDULE 8812 Credits for Qualifying Children OMB No. 1545-0074 (Form 1040) and Other Dependents 2022 Attach to Form 1040, 1040-SR, or 1040-NR. Department of the Treasury Attachment nitemal Revenue Service Go to www.irs.gov/Schedule8912 for instructions and the latest information Sequence No. 47 Names) shown on return Your social security number OLIVIA SMITH XXX-XX-2541 Part | Child Tax Credit and Credit for Other Dependents Enter the amount from line II of your Form 1040, 1040-SR, or 1040-NR 26500 Za Enter income from Pucrio Rico that you excluded . b Enter the amounts from lines 45 and 50 of your Form 2555 C Enter the amount from line 15 of your Form 4563 d Add lines 2a through 2c - 2d 3 Add lines I and 2d 26500 Number of qualifying children under age 17 with the required social security number Multiply line 4 by $2,000 . 5 1000 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 - 7 Add lines 5 and 7 .. 4000 Enter the amount shown below for your filing status. Married filing jointly-$400,000 All other filing statuses $200,000 200000 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, clc. 11 Multiply line 10 by 5% (0.05) . 11 12 Is the amount on line & more than the amount on line 1 1? . 12 1000 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. Al Yes Subtract line I I from line &. Enter the result. 13 Enter the amount from the Credit Limit Worksheet A 13 713 Enter the smaller of line 12 or 13. This is your child tax credit and credit for other dependents. 14 713 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. Schedule 8812 (Form 1040) 2022OLIVIA SMITH XXX-XX-2541 Worksheet B. -2022 EIC-Line 27-Continued Keep for Your Records Part 5 6. Enter your total carned income from Part 4, line 4h. 25000 All Filers Using Worksheet B . Look up the amount on line 6 above in the EIC Table to find the credit. Be sure you use the correct column for your filing status and the number of qualifying children you have who have a valid SSN. Enter 5133 the credit here. If line 7 is zero, You can't take the credit. Enter "No" on the dotted line next to Form 1040 or 1040-SR, line 27. . Enter the amount from Form 1040 or 1040-SR, line 1 1. 26500 . Are the amounts on lines & and 6 the same? Yes. Skip line 10; enter the amount from line 7 on line II. X No. Go to line 10. Part 6 10. If you have: . No qualifying children who have a valid SSN, is the amount on line & Filers Who less than $9,200 ($15,300 if married filing jointly)? Answered 1 or more qualifying children who have a valid SSN, is the amount on line 8 less than $20,150 ($26,300 if married filing jointly )? "No" on Line 9 Yes. Leave line 10 blank; enter the amount from line 7 on line II. No. Look up the amount on line & in the BIC Table to find the credit Be sure you use the correct column for your filing status and the number of qualifying children you have who have a valid 10 4817 SSN. Enter the credit here. Look at the amounts on lines 10 and 7. Then, enter the smaller amount on line I I. Part 7 11. This is your earned income credit. 11 4817 Enter this amount on Your Earned Reminder- For 1040 or 1040-SK. Income Credit line 27 If you have a qualifying child, complete and allach Schedule HIC. 1040 or 1040 EIC or 1040-SR If your EIC for a year after 1996 was reduced or disallowed, see Form 8862, who must file, earlier, to find out if you must file Form CAUTION 8862 to take the credit for 2022.a Employee's social security number XXX-xx-2541 OMB No. 1545-0008 b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld 03-1585636 25000 1000 c Employer's name, address, and ZIP code 3 Social security wages 4 Social security tax withheld TULIP INC 25000 1550 2585 CAMRY ST 5 Medicare wages and tips 6 Medicare tax withheld APPLETON WI 54915 25000 363 7 Social security tips 8 Allocated tips d Control number 9 10 Dependent care benefits e Employee's first name and initial Last name Suff. 11 Nonqualified plans 12a OLIVIA SMITH DD 7000 2585 CAMRY ST 13 Statutory Retirement Third-party 12b APPLETON WI 54915 14 Other 12c 12d f Employee'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. 19 Local income tax |20 Locality name MI.1345789123 2.500.0 -300.. W-2 2022 Department of the Treasury-Internal Revenue Service Form Wage and Tax Statement a Employee's social security number OMB No. 1545-0008 b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld c Employer's name, address, and ZIP code 3 Social security wages 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld 7 Social security tips 8 Allocated tips d Control number 9 10 Dependent care benefits e Employee's first name and initial Last name Suff. 11 Nonqualified plans 12a a 13 Statutory Retirement Third-party employee sick pay 14 Other 12 120 f Employee'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. 19 Local income tax 20 Locality nameOLIVIA SMITH XXX-XX-2541 Social Security Benefits Worksheet-Lines 6a and 6b Keep for Your Records Before you begin: figure any write-in adjustments to be entered on Schedule 1, line 24z (see the instructions for Schedule 1, line 242). If you are married filing separately and you lived apart from your spouse for all of 2022, enter "D" to the right of the word "benefits" on line 6a If you don't, you may get a math error notice from the IRS. Be sure you have read the Exception in the line 6a and 6b instructions to see if you can use this worksheet instead of a publication to find out if any of your benefits are taxable. 1 . Enter the total amount from box 5 of all your Forms SSA-1099 and RRB-1099. Also enter this amount on Form 1040 or 1040-SR. line 62 . .. 1. 6000 2. Multiply line 1 by 50% (0.50) 3000 3. Combine the amounts from Form 1040 or 1040-SR. lines 1z, 2b, 3b, 4b, 56, 7, and $ 3, 25000 4. Enter the amount, if any, from Form 1040 or 1040-SR, line 2a 5. Combine lines 2, 3, and 4 28000 6. Enter the total of the amounts from Schedule 1, lines 11 through 20, and 23 and 25 7. Is the amount on line 6 less than the amount on line 5? No. STOP None of your social security benefits are taxable. Enter -0- on Form 1040 or 1040-SR., line 6b. x Yes. Subtract line 6 from line 5 . . . . . . 7. 28000 8. If you are: . Married filing jointly, enter $32,000 " Single, head of household, qualifying surviving spouse, or married filing separately and you lived apart from your spouse for all of 2022, enter $25,000 . . . 8. 25000 Married filing separately and you lived with your spouse at any time in 2022, skip lines 8 through 15; multiply line 7 by 85% (0.85) and enter the result on line 16. Then, go to line 17 9. Is the amount on line 8 less than the amount on line 7? No. STOP None of your social security benefits are taxable. Enter -0- on Form 1040 or 1040-SR, line 6b. If you are married filing separately and you lived apart from your spouse for all of 2022, be sure you entered "D" to the right of the word "benefits" on line 6a. x Yes. Subtract line 8 from line 7 9. 3000 10. Enter $12,000 if married filing jointly; $9,000 if single, head of household, qualifying surviving spouse, or married filing separately and you lived apart from your spouse for all of 2022 10. 91000 11. Subtract line 10 from line 9. If zero or less, enter -()- 11. 12. Enter the smaller of line 9 or line 10 12. 3000 13. Enter one-half of line 12 13. 1500 14. Enter the smaller of line 2 or line 13 14. 1500 15. Multiply line 11 by 85% (0.85). If line 11 is zero, enter -0- 15. 16. Add lines 14 and 15 16. 1500 17. Multiply line 1 by 85% (0.85) 17. 5100 18. Taxable social security benefits, Enter the smaller of line 16 or line 17. Also enter this amount on Form 1040 or 1040-SR., line 6b 18. 1500 TIP If any of your benefits are taxable for 2022 and they include a lump-sum benefit payment that was for an earlier year, you may be able to reduce the taxable amount. See Lump-Sum Election in Pub. 915 for details.SCHEDULE EIC Earned Income Credit OMB No. 1545-0074 (Form 1040) Qualifying Child Information 2022 Complete and attach to Form 1040 or 1040-SR only if you have a qualifying child. Department of the Treasury Go to www.irs.gov/ScheduleElC for the latest information. Attachment Internal Revenue Service Sequence No. 43 Name(s) shown on retum Your social security number OLIVIA SMITH XXX-XX-2541 if you are separated from your spouse, filing a separate return, and meet the requirements to claim the ElC (see instructions), check here(] Before you begin: . See the instructions for Form 1040, line 27, to make sure that (a) you can take the BIC, and (b) you have a qualifying child. Be sure the child's name on line I and social security number (SSN) on line 2 agree with the child's social security card. Otherwise, at the time we process your return, we may reduce your EIC. If the name or SSN on the child's social security card is not correct, call the Social Security Administration al 800-772-1213. If you have a child who meets the conditions to be your qualifying child for purposes of claiming the EIC, but that child doesn't have an SSN as defined in the instructions for Form 1040, line 27, see the instructions. You can't claim the EIC for a child who didn't live with you for more than half of the year. . If your child doesn't have an SSN as defined in the instructions for Form 1040, line 27, see the instructions. CAUTION If you take the EIC even though you are not eligible, you may not be allowed to take the credit for up to 10 years. See the instructions for details. It will take us longer to process your return and issue your refund if you do not fill in all lines that apply for each qualifying child. Qualifying Child Information Child 1 Child 2 Child 3 Child's name First name Last name First name Last name First name Last name If you have more than three qualifying children, you have to list only three to get the maximum credit. KAYLA JOHNSON LAWRENCE SMITH 2 Child's SSN The child must have an SSN as defined in the instructions for Form 1040, line 27, unless the child was born and died in 2022 or you are claiming the self-only HIC (see instructions). If your child was born and died in 2022 and did not have an SSN, enter "Died" on this line and allach a copy of the child's birth certificate, death certificate, or hospital medical records showing a live birth. XXX-Xx-8574 XXX-XX-8598 3 Child's year of birth Year 201 7 Year 201 5 Year If born after 2003 and the child is If born after 2003 and the child is If born after 2003 and the child is younger than you for your spouse, younger than you (or your spouse. younger than you for your spouse, if filing jointly), skip lines da and of fling jointlyl, skip fines fa and if ding jointly) skip lines da and the go to line 5. 46: go to line 5. 46; go to line 5. la Was the child under age 24 at the end of 2022, a student, and younger than you (or Yes. No. Yes. No. Yes. No. your spouse, if filing jointly )? Go to Go to line 46. Go to Go to line 46. Go to Go to line 45. line 3 line 5. line : b Was the child permanently and totally disabled during any part of 2022? Yes. |No. Yes. No. Yes. No. Go to The child is not a Go to The child is not a Go to The child is not a line 5. qualifying child. line 5. qualifying child. line 5. qualifying child. 5 Child's relationship to you (for example, son, daughter, grandchild nicec, nephew, cligible foster child, clc.) DAUGHTER SON Number of months child lived with you in the United States during 2022 . If the child lived with you for more than half of 2022 but less than 7 months, enter "7." . If the child was born or died in 2022 and 12 12 your home was the child's home for more months months months than half the time he or she was alive Do not eater more than 12 Do not eater more than 12 Do not enter more than 12 during 2022, enter "12." months months. months. For Paperwork Reduction Act Notice, see your tax return instructions. Schedule EIC (Form 1040) 2022 ONAOLIVIA SMITH XXX-XX-2541 Worksheet B-2022 EIC-Line 27 Keep for Your Records Use this worksheet if you answered "Yes" to Step 5, question 2. Complete the parts below (Parts I through 3) that apply to you. Then, continue to Part 4. If you are married filing a joint return, include your spouse's amounts, if any, with yours to figure the amounts to enter in Parts I through 3. Part 1 la. Enter the amount from Schedule SH, Part I, line 3. la Self-Employed, Members of the b. Enter any amount from Schedule SH. Part I, line 4b and line 5a. Clergy, and C. Combine lines la and Ib. lc People With Church Employee d. Enter the amount from Schedule SH, Part I, line 13. 1d Income Filing Schedule SE e. Subtract line Id from line Ic. le Part 2 2. Don't include on these lines any statutory employee income, any net profit from services performed as a notary public, any amount exempt from self-employment tax as the result of the filing and approval of Form 1029 or Form 4361, or any other amounts exempt from self-employment tax. Self-Employed NOT Required a. Enter any net farm profit or (loss) from Schedule F, line 34; and 2a To File from farm partnerships, Schedule K-I (Form 1065), box 14, code A* Schedule SE b. Enter any net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than farming)* For example, your net earnings from c. Combine lines 2a and 2b. 20 self-employment were less than $400. *If you have any Schedule K-I amounts, complete the appropriate line(s) of Schedule SE, Pant I. Reduce the Schedule K-I amounts as described in the Partner's Instructions for Schedule K-I. Eater your name and social security number on Schedule SE and attach it to your return. Part 3 Statutory Employees 3. Enter the amount from Schedule C, line I, that you are filing as a Filing Schedule C statutory employec. Part 4 4a. Enter your carned income from Step 5. 4a 25000 All Filers Using Worksheet B 25000 b. Combine lines Ic, 2c, 3, and 4a. This is your total earned income. Note. If line 46 includes income on If line 4b is zero or less, You can't take the credit Enter "No" on the dotted line next to Form 1040 which you should or 1040-SR, line 27. have paid self If you have: employment tax but 3 or more qualifying children who have valid SSNs, is line 4b less than $53,057 ($59,187 if married didn't, we may reduce your credit by iling jointly)? the amount of . 2 qualifying children who have valid SSNs, is line 4b less than $49,399 ($55,529 if married filing jointly)? self-employment Lax . I qualifying child who has a valid SSN, is line 4h less than $43,492 ($49,622 if married filing jointly)? not paid. No qualifying children who have valid SSNs, is line 4h less than $16,480 ($22,610 if married filing jointly)? X Yes. If you want the IRS to figure your credit, see Credit figured by the IRS, carlier. If you want to figure the credit yourself, enter the amount from line 4b on line 6 of this worksheet. O No. STOP You can't take the credit. Enter "No" on the dotted line next to Form 1040 or 1040-SR, linc 27-OLIVIA SMITH XXX-XX-2541 Worksheet A-2022 EIC-Line 27 Keep for Your Records Before you begin: > Be sure you are using the correct worksheet. Use this worksheet only if you answered "No" to Step 5, question 2. Otherwise, use Worksheet B. Part 1 1. Enter your earned income from Step 5. 1 25000 All Filers Using 2. Look up the amount on line I above in the EIC Table (right after Worksheet A Worksheet B) to find the credit. Be sure you use the correct column for your filing status and the number of qualifying children you have who 5133 have a valid SSN as delined earlier. Enter the credit here. If line 2 is zero, STOP You can't take the credit Enter "No" on the dotted line next to Form 1040 or 1040-SR, line 27. 3. Enter the amount from Form 1040 or 1040-SR. line 1 1. 3 26500 4. Are the amounts on lines 3 and I the same? Yes. Skip line 5; enter the amount from line 2 on line 6. No. Go to line 5. 5. If you have: Part 2 No qualifying children who have a valid SSN, is the amount on ling 3 less than $9,200 ($15,300 if married filing jointly)? Filers Who . I or more qualifying children who have a valid SSN, is the amount Answered on line 3 less than $20,150 ($26,300 il married filing jointly)? "No" on Yes. Leave line 5 blank; enter the amount from line 2 on line 6. Line 4 ( No. Look up the amount on line 3 in the FIC Table to find the credit. Be sure you use the correct column for your filing status and the number of qualifying children you have who 4817 have a valid SSN. Enter the credit here. Look at the amounts on lines 5 and 2. Then, enter the smaller amount on line 6. 6. This is your earned income credit. 6 4817 Part 3 Enter this amount on Your Earned F'on 1040 or 1040-SR. Income Credit lind 27. Reminder- 1040 or 1040 If you have a qualifying child, complete and attach Schedule EIC. 1040-58 L or EIC 1040-SR If your EIC for a year after 1996 was reduced or disallowed, see Form 8862, who must file, earlier, to find out if you must file Form 8862 to CAUTION take the credit for 2022.Form 8879 IRS e-file Signature Authorization (Rev. January 2021) OMB No. 1545-0074 Department of the Treasury ERO must obtain and retain completed Form 8879. Internal Revenue Service Go to www.irs.gov/Form8879 for the latest information. Submission Identification Number (SID) Taxpayer's name Social security number OLIVIA SMITH XXX-XX-2541 Spouse's name Spouse's social security number Part | Tax Return Information - Tax Year Ending December 31, 2022 (Enter year you are authorizing. Enter whole dollars only on lines 1 through 5. Note: Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank. 1 Adjusted gross income 26500 Total tax . Federal income tax withheld from Form(s) W-2 and Form(s) 1099 TA W N - 1000 On A WN Amount you want refunded to you 8817 Amount you owe Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return) Under penalties of perjury, I declare that I have examined a copy of the income tax return (original or amended) I am now authorizing, and to the best of my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income tax return (original or amended) I am now authorizing. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) o send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the personal identification number (PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable, my Electronic Funds Withdrawal Consent. Taxpayer's PIN: check one box only I authorize PRACTICE LAB to enter or generate my PIN 1 2 5 4 1 as my ERO firm name Enter five digits, but don't enter all zeros signature on the income tax return (original or amended) I am now authorizing. I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below. Your signature Date 10/21/2023 Spouse's PIN: check one box only | authorize to enter or generate my PIN as my ERO firm name Enter five digits, but signature on the income tax return (original or amended) I am now authorizing. don't enter all zeros I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below. Spouse's signature Date Practitioner PIN Method Returns Only-continue below Part Ill Certification and Authentication - Practitioner PIN Method Only ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 3 6 9 2 5 8 9 8 7 6 5 Don't enter all zeros I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns$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) [X Head of household (HOH) | Qualifying surviving Check only spouse (QSS) one box. If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child's name if the qualifying person is a child but not your dependent: Your first name and middle initial Last name Your social security number OLIVIA SMITH XXX-XX-2541 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 2585 CAMRY ST 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 APPLETON WI 54915 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 X] 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): If more [1) First name Last name number to you Child tax credit Credit for other dependents than four LAWRENCE SMITH XXX-Xx-8598 SON X dependents, KAYLA JOHNSON XXX-Xx-8574 GHTEF X see instructions - and check here 0 a Total amount from Form(s) W-2, box 1 (see instructions) 1a 25000 Income b Household employee wages not reported on Form(s) W-2 . 1b Attach Form(s) Tip income not reported on line 1a (see instructions) 1c W-2 here. Also attach Forms Medicaid waiver payments not reported on Form(s) W-2 (see instructions) 1d W-2G and Taxable dependent care benefits from Form 2441, line 26 le 1099-R if tax was withheld Employer-provided adoption benefits from Form 8839, line 29 if If you did not Wages from Form 8919, line 6 . . 1g get a Form Other earned income (see instructions) 1h W-2, see instructions. Nontaxable combat pay election (see instructions) . Add lines fa through 1h 1z 25000 Attach Sch. B 2a Tax-exempt interest . 2a b Taxable interest 2b if required. 3a Qualified dividends 3a b Ordinary dividends 3b 4a IRA distributions 4a b Taxable amount . 4b Standard 5a Pensions and annuities 5a b Taxable amount . 5b Deduction for- 6a Social security benefits . 6a 6000 b Taxable amount . 6b 1500 . Single or Married filing 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 7 Married filing Other income from Schedule 1, line 10 8 jointly or Qualifying Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 9 26500 surviving spouse, $25,900 Adjustments to income from Schedule 1, line 26 10 Head of Subtract line 10 from line 9. This is your adjusted gross income 11 26500 household, $19,400 Standard deduction or itemized deductions (from Schedule A) 12 19400 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 19400 Deduction, 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 15 7100 see instructions. For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2022) ONASCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040) Go to www.irs.gov/ScheduleA for instructions and the latest information. Attach to Form 1040 or 1040-SR. 2022 Department of the Treasury 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 OLIVIA SMITH XXX-XX-2541 Medical Caution: Do not include expenses reimbursed or paid by others. and Medical and dental expenses (see instructions) Dental 2 Enter amount from Form 1040 or 1040-SR, line 11 2| Expenses 3 Multiply line 2 by 7.5% (0.075) . 3 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- 4 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 500 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 500 e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) . 5e 500 6 Other taxes. List type and amount: 7 Add lines 5e and 6 7 500 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 mortgage interest deduction may be Home mortgage interest and points reported to you on Form 1098. Limited. See See instructions if limited Ba 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 Points not reported to you on Form 1098. S tions for special rules . 8c d Reserved for future use 8d e Add lines Ba through 8c . Be 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 - 17 500 Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, check this box 0 For Paperwork Reduction Act Notice, see the Instructions for Form 1040. Schedule A (Form 1040) 2022