Question: Note: This problem is for the 2023 tax year. Beth R. Jordan, CPA, MST, lives at 2322 Skyview Road, Mesa, AZ 85201. She is a

Note: This problem is for the 2023 tax year.

Beth R. Jordan, CPA, MST, lives at 2322 Skyview Road, Mesa, AZ 85201. She is a tax accountant with Mesa Manufacturing Company, 1203 Western Avenue, Mesa, AZ 85201 (employer identification number 11-1111111). She also writes computer software programs for tax practitioners and has a part-time tax practice. Beth is single and has no dependents. Beth was born on July 4, 1988, and her Social Security number is 123-45-6785. She owns a fraction of a bitcoin which she held for all of 2023 (no transactions). Beth wants to contribute $3 to the Presidential Election Campaign Fund.

The following information is shown on Beth's Wage and Tax Statement (Form W-2) for 2023.

Line Description Amount
1 Wages, tips, other compensation $95,000.00
2 Federal income tax withheld 15,500.00
3 Social Security wages 95,000.00
4 Social Security tax withheld 5,890.00
5 Medicare wages and tips 95,000.00
6 Medicare tax withheld 1,377.50
15 State Arizona
16 State wages, tips, etc. 95,000.00
17 State income tax withheld 3,954.00

During the year, Beth received interest of $300 from Arizona Federal Savings and Loan and $40 from Arizona State Bank. Each financial institution reported the interest income on a Form 1099-INT. She received qualified dividends of $800 from Blue Corporation, $750 from Green Corporation, and $650 from Orange Corporation. Each corporation reported Beth's dividend payments on a Form 1099-DIV.

Beth received a $1,100 income tax refund from the state of Arizona on April 29, 2023. On her 2022 Federal income tax return, she used the standard deduction.

Fees earned from her part-time tax practice in 2023 totaled $7,800. She paid $600 to have the tax returns processed by a computerized tax return service.

On February 8, 2023, Beth bought 500 shares of Gray Corporation common stock for $17.60 a share. On September 12, 2023, Beth sold the stock for $14 a share.

On January 2, 2023, Beth acquired 100 shares of Blue Corporation common stock for $30 a share. She sold the stock on December 19, 2023, for $55 a share. Both stock transactions were reported to Beth on Form 1099-B; basis was not reported to the IRS.

Beth bought a used sport utility vehicle for $6,000 on June 5, 2023. She purchased the vehicle from her brother-in-law, who was unemployed and was in need of cash. On November 2, 2023, she sold the vehicle to a friend for $6,500.

During the year, Beth records revenues of $26,000 from the sale of a software program she developed. Beth incurred the following expenses in connection with her software development business.

Cost of personal computer $7,800
Cost of printer 2,000
Furniture 3,000
Supplies 650
Fee paid to computer consultant 3,500

Beth elected to expense the maximum portion of the cost of the computer, printer, and furniture allowed under the provisions of 179. These items were placed in service on January 15, 2023, and used 100% in her business.

Although her employer suggested that Beth attend an in-person conference on current developments in corporate taxation, Beth was not reimbursed for the travel expenses of $1,420 she incurred in attending the meeting. The $1,420 included $200 for the cost of meals.

During the year, Beth paid $300 for prescription medicines and $2,875 for doctor bills and hospital bills. Medical insurance premiums were paid by her employer. Beth paid real property taxes of $1,766 on her home. Interest on her home mortgage (Valley National Bank) was $3,845, and credit card interest was $320. Beth contributed $2,080 in cash to various qualifying charities during the year. Professional dues and subscriptions totaled $350.

Beth wants to reduce her carbon footprint. In 2023, she paid $500 to a qualified home energy auditor for a home energy audit. She received a written report that identifies significant energy efficient improvements she can make to her home.

Beth paid estimated taxes of $1,000.

Required:

Compute Beth Jordan's 2023 Federal income tax payable (or refund due), and complete her 2023 tax return using appropriate forms and schedules and the Qualified Dividends and Capital Gain Tax Worksheet.

  • Make realistic assumptions about any missing data.
  • If an amount box does not require an entry or the answer is zero, enter "0".
  • Enter all amounts as positive numbers, unless instructed otherwise.
  • It may be necessary to complete the tax schedules before completing Form 1040.
  • When computing the tax liability, do not round your immediate calculations. If required round your final answers to the nearest dollar.
  • Use the 2023 Tax Rate Schedule provided. Do not use the Tax Tables.

Complete Form 1040 for Beth Jordan for 2023.

Form

1040

 Department of the TreasuryInternal Revenue Service U.S. Individual Income Tax Return 2023 OMB No. 1545-0074 IRS Use Only
For the year Jan. 1-Dec. 31, 2023, or other tax year beginning , , ending , See separate instructions.
Your first name and middle initial Beth R. Jordan Last name Your social security number 123-45-6785
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. 2322 Skyview Road Apt. no.

Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund.

YouSpouseNone
City, town, or post office. If you have a foreign address, also complete spaces below. Mesa, AZ 85201 State ZIP code
Foreign country name Foreign province/state/county Foreign postal code
Filing Status SingleMarried filing jointly (even if only one had income)Married filing separately (MFS)Head of household (with qualifying person) (HOH)Qualifying surviving spouse (QSS)
Digital Assets At any time during 2023, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) YesNo
Standard Deduction

Someone can claim:

You as a dependentYour spouse as a dependentSpouse itemizes on a separate return or you were a dual-status alienNone
Age/Blindness

You:

Were born before January 2, 1959Are blindWere born before January 2, 1959, Are blindNone

Spouse:

Was born before January 2, 1959Is blindWas born before January 2, 1959, Is blindNone
Dependents If more than four dependents, see instructions and check here . . . . . . . . (see instructions): (2) Social security number (3) Relationship to you (4) Check the box if qualifies for (see instructions):
(1) First name Last name Child tax credit Credit for other dependents
Income Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. If you did not get a Form W-2, see instructions. 1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 1a

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b Household employee wages not reported on Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . 1b
c Tip income not reported on line 1a (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . 1c
d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) . . . . . . . . . . . 1d
e Taxable dependent care benefits from Form 2441, line 26 . . . . . . . . . . . . . . . . . . . . . . 1e
f Employer-provided adoption benefits from Form 8839, line 29 . . . . . . . . . . . . . . . . . . . 1f
g Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1g
h Other earned income (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1h
i Nontaxable combat pay election (see instructions) . . . . . . . . 1i
z Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1z

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Attach Sch. B if required.

 2a Tax-exempt interest . . 2a b Taxable interest . . . . . . . . . . 2b

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3a Qualified dividends . . . 3a

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 b Ordinary dividends . . . . . . . . 3b

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4a IRA distributions . . . . 4a b Taxable amount . . . . . . . . . . 4b

Standard Deduction for-

  • Single or Married filing separately, $13,850
  • Married filing jointly or Qualifying surviving spouse, $27,700
  • Head of household, $20,800
  • If you checked any box under Standard Deduction, see instructions.
 5a Pensions and annuities 5a b Taxable amount . . . . . . . . . . 5b
6a Social security benefits 6a b Taxable amount . . . . . . . . . . 6b
c If you elect to use the lump-sum election method, check here (see instructions) . . . . .
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . 7

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8 Additional income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

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9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . . . . . . 9

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10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

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11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . . . . . . . 11

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12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . . . . . . . 12

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13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . . . . . . 13

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14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

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15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income . . . 15

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BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2023)

Form 1040 (2023) Beth R. Jordan 123-45-6785 Page 2
Tax and Credits 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16

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17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

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19 Child tax credit or credit for other dependents from Schedule 8812 . . . . . . . . . . . . . . . . 19
20 Amount from Schedule 3, line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

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21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

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22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . 22

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23 Other taxes, including self-employment tax, from Schedule 2, line 21 . . . . . . . . . . . . . . 23

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24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

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Payments 25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25a

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b Form(s) 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25d

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If you have a qualifying child, attach Sch. EIC.

 26 2023 estimated tax payments and amount applied from 2022 return . . . . . . . . . . . . . . 26

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27 Earned income credit (EIC) . . . . . . . . . . . . . . . . . . . . . . . . . 27
28 Additional child tax credit from Schedule 8812 . . . . . . . . . . . . 28
29 American opportunity credit from Form 8863, line 8 . . . . . . . . 29
30 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31 Amount from Schedule 3, line 15 . . . . . . . . . . . . . . . . . . . . . 31
32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . . . . . . . . . . 33

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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

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Direct deposit? b
Routing number X X X X X X X X X c Type: Checking Savings
See instructions. d
Account number X X X X X X X X X X X X X X X X X
36 Amount of line 34 you want applied to your 2024 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Amount You Owe 37 Subtract line 33 from line 24. This is the amount 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 Designee Do you want to allow another person to discuss this return with the IRS? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes. Complete below. No
Designee's name Phone no. Personal identification number (PIN)
Sign Here Joint return? See instructions. Keep a copy for your records. Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Your signature Date Your occupation Tax Accountant If the IRS sent you an Identity Protection PIN, enter it here (see inst.)
Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.)
Phone no. Email address
Paid Preparer Use Only Preparer's name Preparer's signature Self-Prepared Date PTIN Check if: Self-employed
Firm's name Phone no.
Firm's address Firm's EIN
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2023)

Please complete where ever you see a Fill in the Blank.

Complete Beth's Schedule 1 below for 2023.

SCHEDULE 1 (Form 1040) Department of the Treasury Internal Revenue Service

Additional Income and Adjustments to Income

Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information.

 OMB No. 1545-0074

2023

Attachment Sequence No. 01

Name(s) shown on Form 1040, 1040-SR, or 1040-NR Beth R. Jordan

Your social security number

123-45-6785
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Date of original divorce or separation agreement (see instructions):
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

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4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . . . . . . . . . . . 5
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income:
a Net operating loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a ()
b Gambling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8b
c Cancellation of debt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8c
d Foreign earned income exclusion from Form 2555 . . . . . . . . . . . . . . . . . . . . . . . 8d ()
e Income from Form 8853 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8e
f Income from Form 8889 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8f
g Alaska Permanent Fund dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8g
h Jury duty pay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8h
i Prizes and awards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8i
j Activity not engaged in for profit income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8j
k Stock options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8k
l 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 . . . . . . . . . . . . . . . . . . . . . 8l
m Olympic and Paralympic medals and USOC prize money (see instructions) . . . . . . 8m
n Section 951(a) inclusion (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8n
o Section 951A(a) inclusion (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8o
p Section 461(l) excess business loss adjustment . . . . . . . . . . . . . . . . . . . . . . . . . 8p
q Taxable distributions from an ABLE account (see instructions) . . . . . . . . . . . . . . . 8q
r Scholarship and fellowship grants not reported on Form W-2 . . . . . . . . . . . . . . . 8r
s Nontaxable amount of Medicaid waiver payments included on Form 1040, line 1a 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 group and amount:
8z
9 Total other income. Add lines 8a through 8z . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Combine lines 1 through 7 and 9. This is your additional income. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

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For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2023

Schedule 1 (Form 1040) (2023) Beth R. Jordan 123-45-6785 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

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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:
a Jury duty pay (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a
b Deductible expenses related to income reported on line 8l 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
i Attorney fees and court costs you paid in connection with an award from the IRS for information you provided that helped the IRS detect tax law violations . . . . . . . . . 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 group and amount:
24z
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, 1040-SR, or 1040-NR, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

fill in the blank d60563f41fa0050_4
Schedule 1 (Form 1040) 2023

Please complete where ever you see Fill in the Blank.

Complete Beth's Schedule 2.

SCHEDULE 2 (Form 1040) Department of the Treasury Internal Revenue Service

Additional Taxes

Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information.

 OMB No. 1545-0074

2023

Attachment Sequence No. 02

Name(s) shown on Form 1040, 1040-SR, or 1040-NR Beth R. Jordan

Your social security number

123-45-6785
Part I Tax
1 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

fill in the blank 63a00e0a8063010_1
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

fill in the blank 63a00e0a8063010_2
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

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5 Social security and Medicare tax on unreported tip income. Attach Form 4137 . . . . 5
6 Uncollected social security and Medicare tax on wages. Attach Form 8919 . . . . . . . 6
7 Total additional social security and Medicare tax. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required. 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
13 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)
BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 2 (Form 1040) 2023

Schedule 2 (Form 1040) 2023 Beth R. Jordan 123-45-6785 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
f 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
l Tax on accumulation distribution of trusts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17l
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17o
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 group 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

fill in the blank 63a00e0a8063010_4
Schedule 2 (Form 1040) 2023

Please complete where ever you see Fill in the Blank.

Complete the Beth's Schedule 3.

SCHEDULE 3 (Form 1040) Department of the Treasury Internal Revenue Service

Additional Credits and Payments

Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information.

 OMB No. 1545-0074

2023

Attachment Sequence No. 03

Name(s) shown on Form 1040, 1040-SR, or 1040-NR Beth R. Jordan

Your social security number

123-45-6785
Part I Nonrefundable Credits
1 Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5a Residential clean energy credit from Form 5695, line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5a
b Energy efficient home improvement credit from Form 5695, line 32 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b

fill in the blank 0016e901ff7ffdf_1
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
e Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6e
f Clean 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 Alternative fuel vehicle refueling property credit. Attach Form 8911 . . . . . . . . . . . . 6j
k Credit to holders of tax credit bonds. Attach Form 8912 . . . . . . . . . . . . . . . . . . . . 6k
l Amount on Form 8978, line 14. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . 6l
m Credit for previously owned clean vehicles. Attach Form 8936 . . . . . . . . . . 6m
z Other nonrefundable credits. List group and amount:
6z
7 Total other nonrefundable credits. Add lines 6a through 6z . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Add lines 1 through 4, 5a, 5b, and 7. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 20 . . . . . . . . . 8

fill in the blank 0016e901ff7ffdf_2
(continued on page 2)
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71480G Schedule 3 (Form 1040) 2023

Schedule 3 (Form 1040) 2023 Beth R. Jordan 123-45-6785 Page 2
Part II Other Payments and Refundable Credits
9 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Amount paid with request for extension to file (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Other payments or refundable credits:
a Form 2439 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13a
b Credit for repayment of amounts included in income from earlier years . . . . . . . . . 13b
c Elective payment election amount from Form 3800, Part III, line 6, column (i). . . . . 13c
d Deferred amount of net 965 tax liability (see instructions) . . . . . . . . . . . . . . . . . . 13d
z Other payments or refundable credits. List group and amount:
13z
14 Total other payments or refundable credits. Add lines 13a through 13z . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
15 Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 . . . . . . . . . . . . . 15

fill in the blank 0016e901ff7ffdf_3
Schedule 3 (Form 1040) 2023

Please complete where ever you see Fill in the Blank.

Complete Beth's Schedule B for 2023.

SCHEDULE B (Form 1040) Department of the Treasury Internal Revenue Service Interest and Ordinary Dividends Attach to Form 1040 or 1040-SR. Go to www.irs.gov/ScheduleB for instructions and the latest information. OMB No. 1545-0074

2023

Attachment Sequence No. 08

Name(s) shown on return Beth R. Jordan Your social security number 123-45-6785
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Part I Interest (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. 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address: Amount
IRSGreen CorporationArizona Federal Savings

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Arizona State BankBlue CorporationMesa Manufacturing Company

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1
2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

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3 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

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Note: If line 4 is over $1,500, you must complete Part III. Amount
Part II 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 on that form. 5 List name of payer: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _