Tax Returns 2 3
Resume:
. . . . . . . . . . . . . . . . .
. . . . . . . .
. . . . . . . . . . . . . . . . . . . .
RADAMES WANTON ***-**-****
Age: 35
***-**-**** 12/19/1988
RADAMES
WANTON
WORKER NO NO NO
1
Age:
1002 NW 3 AVE
HALLANDALE FL 33009
Page 01
2 0 2 3
3CLIENT1
Dependent on
another return?
(1=Single, 2=Married, 3=MFS, 4=HOH, 5=Widow)
Check this box if married filing separately and you lived with spouse at any time during the tax year If so, did you live together during the last six months? Dependent on
another return?
Social Security Number Birthdate Deceased
First Name Initial
Last Name Suffix
Occupation Blind Disabled
Home Phone Work Phone Cell Phone
Filing Status Social Security Number Birthdate Deceased
First Name Initial
Last Name Suffix
Occupation Blind Disabled
Home Phone Work Phone Cell Phone
In Care Of
Street Address Apt. #
City/State/Zip
Note(s):
TAXPAYER
SPOUSE
ADDRESS
PERSONAL INFORMATION
RADAMES WANTON
1002 NW 3 AVE
HALLANDALE, FL 33009-0000
Subject: Preparation of Your Individual Tax Returns Dear : RADAMES WANTON
Thank you for selecting DENEB PEREZ to assist you with your tax affairs. This letter confirms the terms of our engagement with you and the nature and extent of services we will provide. To assure mutual understanding of our responsibilities, we ask you to read this letter and confirm the arrangements by signing and returning a copy to us.
We will prepare your 2023 federal and all state income tax returns you request using information you provide to us. We will process the returns and provide you with copies for your records. We may ask for clarification of some items, but we will not audit or otherwise verify the data you submit. It is your responsibility to provide information in a timely manner required for preparation of complete and accurate returns. You should keep all documents, canceled checks and other data that support your reported income and deductions. They may be necessary to prove accuracy and completeness of the returns to a taxing authority. You agree to report all your taxable income, including any bartering, partnership interests, sales of assets, and all investment income from all sources. You are responsible for the returns, so you should review them carefully before you sign them. When you sign the return, or the electronic substitute, you declare that you have examined the return, including all the accompanying schedules and statements, and that they are true, correct, and complete, to the best of your knowledge and belief.
Our work will not include any procedures to discover defalcations or other irregularities. The only data or analysis work we will do is that which is necessary for preparation of your income tax returns. We must use our judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities' interpretations of the law and other supportable positions. In order to avoid penalties, we will apply the "more likely than not" reliance standard to resolve such issues. You agree to honor our decisions regarding the need to make protective disclosures in your returns. Penalties of as much as $100,000 can be imposed on you for failing to disclose participation in "reportable transactions," that is, certain arrangements the IRS has identified as potentially abusive. We will insist that all such transactions be properly disclosed.
The law also imposes penalties when taxpayers understate their tax liability. If you have concerns about such penalties, please call us.
Your returns may be selected for audit by a taxing authority. Any proposed adjustments are subject to appeal. In the event of a tax examination, we can arrange to be available to represent you. Such representation will be a separate engagement for which an engagement letter will be provided to you. Fees and expenses for defending the returns will be invoiced in accordance with terms we agree on for that engagement. General Firm Responsibilities
General Client Responsibilities
Client Substantiation Requirements
Conflicts of Interest, Due Diligence and Favorable Interpretation 1040 - INDIVIDUAL TAX RETURN ENGAGEMENT LETTER
Our fee for preparation of your tax returns will be based on the amount of time required at standard billing charges plus out-of-pocket expenses. All invoices are due and payable upon presentation. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days. Any representation fees and expenses for defending client's return(s) will be invoiced in accordance with terms we agree on for that engagement.
We will retain copies of records you supplied to us along with our work papers for your engagement for a period of seven years. After seven years, our work papers and engagement files will be destroyed. All of your original records may be returned to you at the end of this engagement. You should keep the original records in secure storage.
To affirm that this letter correctly summarizes your understanding of the arrangements for this work, please sign this letter in the space indicated below and return it to us. We appreciate having you as a client. Please contact us if you have questions. Sincerely,
TAX PROFESSIONAL IN CHARGE
(Both taxpayer and spouse must sign for preparation of joint returns) Accepted By:(T) Date: RADAMES WANTON
(S) Date:
Firm Fees and Record Retention Policy
Client Signature
DENEB PEREZ
. .
RADAMES WANTON ***-**-****
1002 NW 3 AVE
HALLANDALE FL 33009
X
X
71,365
71,365
71,365
71,365
13,850
13,850
57,515
Page 02
Check the box if qualifies
for (see instructions):
Credit for
other dependents
Department of the Treasury Internal Revenue Service IRS Use Only Do not write or staple in this space. Child
tax credit
1037 CPTS 3US011 Form (2023
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.
OMB No. 1545-0074
For the year Jan. 1 Dec. 31, 2023, or other tax year beginning, 2023, ending, 20 Your first name and middle initial Last name
If joint return, spouse s first name and middle initial Last name Home address (number and street). If you have a P.O. box, see instructions. Apt. no. City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code Foreign country name Foreign province/state/county Foreign postal code Social security Relationship
First name Last name number to you
If you did not
get a Form
W-2, see
instructions.
Attach Sch. B
if required.
)
Your social security number
Spouse s social security number
You Spouse
(2) (3) (4)
(1)
Attach Form(s)
W-2 here. Also
attach Forms
W-2G and
1099-R if tax
was withheld.
Standard
Deduction for
SPA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. 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.
If more
than four
dependents,
see instructions
and check
here
See separate instructions.
Single Head of household (HOH)
Check only Married filing jointly (even if only one had income) one box. Married filing separately (MFS) Qualifying surviving spouse (QSS) 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: 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.) You as a dependent Your spouse as a dependent
Spouse itemizes on a separate return or you were a dual-status alien Were born before January 2, 1959 Are blind Was born before January 2, 1959 Is blind
(see instructions):
Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . Household employee wages not reported on Form(s) W-2 . . . . . . . . . . . . . Tip income not reported on line 1a (see instructions). . . . . . . . . . . . . . . Medicaid waiver payments not reported on Form(s) W-2 (see instructions) . . . . . . . . Taxable dependent care benefits from Form 2441, line 26 . . . . . . . . . . . . . Employer-provided adoption benefits from Form 8839, line 29 . . . . . . . . . . . . Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . . . . . . Other earned income (see instructions) . . . . . . . . . . . . . . . . . . Nontaxable combat pay election (see instructions) . . . . . . . Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . . . . . Tax-exempt interest . . . Taxable interest . . . . . . Qualified dividends . . . Ordinary dividends . . . . . IRA distributions . . . . Taxable amount . . . . . . Pensions and annuities . . Taxable amount . . . . . . Social security benefits . . Taxable amount . . . . . . If you elect to use the lump-sum election method, check here (see instructions) . . . . . Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . Additional income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your . . . . . . . . . . Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . . Subtract line 10 from line 9. This is your . . . . . . . . . . .
(from Schedule A) . . . . . . . . . .
Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 14 from line 11. If zero or less, enter -0-. This is your . . . . . . Yes No
Someone can claim:
Age/Blindness You: Spouse:
1a 1a
b 1b
c 1c
d 1d
e 1e
f 1f
g 1g
h 1h
i 1i
z 1z
2a 2a b 2b
3a 3a b 3b
4a 4a b 4b
5a 5a b 5b
6a 6a b 6b
c
7 7
8 8
9 total income 9
10 10
11 adjusted gross income 11
12 Standard deduction or itemized deductions 12
13 13
14 14
15 taxable income 15
Dependents
1040
Filing Status
Digital
Assets
Standard
Deduction
U.S. Individual Income Tax Return
Income
1040 2023
DENEB PEREZ (RTRP)
7,963
7,963
7,561
7,561
402
402
8,921
8,921
8,921
8,519
8,519
096017418 X
WORKER
XXXXX7252
DENEB PEREZ 305-***-****
6420 SW 129TH PL APT 202 MIAMI FL 33183
This return was printed on: 02/07/24 Page 03
Self-employed
Form (2023)
If you have a
qualifying child,
attach Sch. EIC.
Form 1040 (2023) Page
. .
Direct deposit?
See instructions.
Designee s Phone Personal identification
name no. number (PIN)
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and 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 If the IRS sent you an Identity Protection PIN, enter it here
Joint return? (see inst.)
See instructions. Spouse s signature. If a joint return, 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: Firm s name Phone no.
Firm s address Firm s EIN
1037 CPTS 3US012
both
SPA Go to www.irs.gov/Form1040 for instructions and the latest information.
(see instructions). Check if any from Form(s): 8814 4972 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . . Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . Child tax credit or credit for other dependents from Schedule 8812 . . . . . . . . . . Amount from Schedule 3, line 8 . . . . . . . . . . . . . . . . . . . . . Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . Other taxes, including self-employment tax, from Schedule 2, line 21 . . . . . . . . . . Add lines 22 and 23. This is your . . . . . . . . . . . . . . . . . Federal income tax withheld from:
Form(s) W-2 . . . . . . . . . . . . . . . . . .
Form(s) 1099 . . . . . . . . . . . . . . . . . .
Other forms (see instructions) . . . . . . . . . . . . . Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 2023 estimated tax payments and amount applied from 2022 return . . . . . . . . . . Earned income credit (EIC) . . . . . . . . . . . . . . Additional child tax credit from Schedule 8812 . . . . . . . . American opportunity credit from Form 8863, line 8 . . . . . . . Reserved for future use . . . . . . . . . . . . . . . Amount from Schedule 3, line 15 . . . . . . . . . . . . Add lines 27, 28, 29, and 31. These are your . .
Add lines 25d, 26, and 32. These are your . . . . . . . . . . . . . If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you . . . Amount of line 34 you want . If Form 8888 is attached, check here . . . . Routing number Type: Checking Savings
Account number
Amount of line 34 you want . . .
Subtract line 33 from line 24. This is the .
For details on how to pay, go to www.irs.gov/Payments or see instructions . . . . . . . . Estimated tax penalty (see instructions) . . . . . . . . . . Do you want to allow another person to discuss this return with the IRS? See instructions . . . . . . . . . . . . . . . . . . . . . . Complete below. 16 Tax 1 2 3 16
17 17
18 18
19 19
20 20
21 21
22 22
23 23
24 total tax 24
25
a 25a
b 25b
c 25c
d 25d
26 26
27 27
28 28
29 29
30 30
31 31
32 total other payments and refundable credits 32
33 total payments 33
34 overpaid 34
35a refunded to you 35a
b c
d
36 applied to your 2024 estimated tax 36
37 amount you owe
37
38 38
Yes. No
1040
2
Tax and
Credits
Payments
Refund
Amount
You Owe
Third
Paid
Preparer
Use Only
Sign
Here
RADAMES WANTON ***-**-****
7,561
7,561
Page 04
OMB No. 1545-0074
Department of the Treasury Attachment
Internal Revenue Service Sequence No.
1037 CPTS 3US0C1 Schedule 3 (Form 1040) 2023
Attach to Form 1040, 1040-SR, or 1040-NR.
Go to www.irs.gov/Form1040 for instructions and the latest information. SPA For Paperwork Reduction Act Notice, see your tax return instructions. Name(s) shown on Form 1040, 1040-SR, or 1040-NR
(Form 1040)
Your social security number
SCHEDULE 3
03
Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . . Credit for child and dependent care expenses from Form 2441, line 11. Attach Form 2441 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . Retirement savings contributions credit. Attach Form 8880. . . . . . . . . . . Residential clean energy credit from Form 5695, line 15. . . . . . . . . . . . Energy efficient home improvement credit from Form 5695, line 32 . . . . . . . Other nonrefundable credits:
General business credit. Attach Form 3800 . . . . . . . . . Credit for prior year minimum tax. Attach Form 8801 . . . . . Adoption credit. Attach Form 8839 . . . . . . . . . . . . Credit for the elderly or disabled. Attach Schedule R . . . . . Reserved for future use. . . . . . . . . . . . . . . . . Clean vehicle credit. Attach Form 8936 . . . . . . . . . . Mortgage interest credit. Attach Form 8396 . . . . . . . . . District of Columbia first-time homebuyer credit. Attach Form 8859 Qualified electric vehicle credit. Attach Form 8834 . . . . . . Alternative fuel vehicle refueling property credit. Attach Form 8911 Credit to holders of tax credit bonds. Attach Form 8912 . . . . Amount on Form 8978, line 14. See instructions . . . . . . . Credit for previously owned clean vehicles. Attach Form 8936 . Other nonrefundable credits. List type and amount: Total other nonrefundable credits. Add lines 6a through 6z . . . . . . . . . . Add lines 1 through 4, 5a, 5b, and 7. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . .
(continued on page 2)
1 1
2
2
3 3
4 4
5a 5a
b 5b
6
a 6a
b 6b
c 6c
d 6d
e 6e
f 6f
g 6g
h 6h
i 6i
j 6j
k 6k
l 6l
m 6m
z
6z
7 7
8
8
Part I Nonrefundable Credits
Additional Credits and Payments
2023
Page 05
Schedule 3 (Form 1040) 2023 Page
SPA 1037 CPTS 3US0C2 Schedule 3 (Form 1040) 2023
2
Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . Amount paid with request for extension to file (see instructions). . . . . . . . . Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . Credit for federal tax on fuels. Attach Form 4136. . . . . . . . . . . . . . . Other payments or refundable credits:
Form 2439 . . . . . . . . . . . . . . . . . . . . . . Credit for repayment of amounts included in income from earlier years . . . . . . . . . . . . . . . . . . . . . . . . Elective payment election amount from Form 3800, Part III, line 6, column (i) . . . . . . . . . . . . . . . . . . . . . Deferred amount of net 965 tax liability (see instructions) . . . Other payments or refundable credits. List type and amount: Total other payments or refundable credits. Add lines 13a through 13z . . . . . . Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 9
10 10
11 11
12 12
13
a 13a
b
13b
c
13c
d 13d
z
13z
14 14
15
15
Part II Other Payments and Refundable Credits
RADAMES WANTON ***-**-****
7,561
7,561
7,963
7,561
Page 06
Department of the Treasury
Internal Revenue Service
OMB No. 1545-0074
Form
Attachment
Sequence No.
Name(s) shown on return
Number and street Unit no. City or town State ZIP code Number and street Unit no. City or town State ZIP code 1037 CPTS 3US7B1 Form (2023)
Your social security number
.
.
.
.
.
.
Attach to Form 1040, 1040-SR, or 1040-NR.
Go to www.irs.gov/Form5695 for instructions and the latest information. SPA For Paperwork Reduction Act Notice, see your tax return instructions. Enter the complete address of the home where you installed the property and/or technology associated with lines 1 through 4 and 5b. For more than one home, see instructions.
Qualified solar electric property costs . . . . . . . . . . . . . . . . . . . . . Qualified solar water heating property costs . . . . . . . . . . . . . . . . . . . Qualified small wind energy property costs . . . . . . . . . . . . . . . . . . . Qualified geothermal heat pump property costs . . . . . . . . . . . . . . . . . . Qualified battery storage technology. Does the qualified battery storage technology have a capacity of at least 3 kilowatt hours? (See instructions.) If you checked the No box, you cannot claim a credit for qualified battery storage technology . . . . . . . . . . . . . . . . . . . . . If you checked the Yes box, enter the qualified battery technology costs . . . . . . . . . Add lines 1 through 5b . . . . . . . . . . . . . . . . . . . . . . . . . . Multiply line 6a by 30% (0.30) . . . . . . . . . . . . . . . . . . . . . . . . Qualified fuel cell property. Was qualified fuel cell property installed on, or in connection with, your main home located in the United States? (See instructions.) . . . . . . . . . . . . . . If you checked the No box, you cannot claim a credit for qualified fuel cell property. Skip lines 7b through 11.
Enter the complete address of the main home where you installed the fuel cell property. Qualified fuel cell property costs . . . . . . . . . . . . . . . Multiply line 8 by 30% (0.30) . . . . . . . . . . . . . . . . Kilowatt capacity of property on line 8 above . . . . x $1,000 Enter the smaller of line 9 or line 10 . . . . . . . . . . . . . . . . . . . . . . Credit carryforward from 2022. Enter the amount, if any, from your 2022 Form 5695, line 16 . . . Add lines 6b, 11, and 12 . . . . . . . . . . . . . . . . . . . . . . . . . . Limitation based on tax liability. Enter the amount from the Residential Clean Energy Credit Limit Worksheet. (See instructions.) . . . . . . . . . . . . . . . . . . . . . . . . Enter the smaller of line 13 or line 14. Also include this amount on Schedule 3 (Form 1040), line 5a . . . . . . . . . . . . . . . . . . . . . . . Credit carryforward to 2024. If line 15 is less than line 13, subtract line 15 from line 13 . . . . . . . . . . . . . . . . . . . . . . 1 1
2 2
3 3
4 4
5 a
5a Yes No
b 5b
6a 6a
b 6b
7 a
7a Yes No
b
8 8
9 9
10 10
11 11
12 12
13 13
14
14
15 Residential clean energy credit.
15
16
16
(See instructions before completing this part.)
Skip lines 1 through 11 if you only have a .
75
Part I Residential Clean Energy Credit
Note: credit carryforward from 2022
5695
Residential Energy Credits
2023
5695
Page 07
Form 5695 (2023) Page
Number and street Unit no. City or town State ZIP code Number and street Unit no. City or town State ZIP code SPA 1037 CPTS 3US7B2 Form (2023)
. .
Enter the cost of insulation material or system (include air sealing material or system) specifically and primarily designed to reduce heat loss or gain of your home that meets the criteria established by the IECC. (See instructions.) Exterior doors that meet the applicable Energy Star requirements. Are the qualified energy efficiency improvements installed in or on your main home located in the United States? (See instructions.) . . . . . . . . . . . . . . . . . . . . . . . Are you the original user of the qualified energy efficiency improvements? . . . . . . . . . Are the components reasonably expected to remain in use for at least 5 years? . . . . . . If you checked the No box for line 17a, 17b, or 17c, you cannot claim the energy efficient home improvement credit. Do not complete Part II, Section A. Enter the complete address of the main home where you made the qualifying improvements. You can only have one main home at a time. (See instructions.) Were any of these improvements related to the construction of this main home? . . . . . . . If you checked the Yes box, you can only claim the energy efficient home improvement credit for qualifying improvements that were not related to the construction of the home. Do not include expenses related to the construction of your main home, even if the improvements were made after you moved into the home.
Insulation or air sealing material or system.
. . .
Multiply line 18a by 30% (0.30). Enter the results. Do not enter more than $1,200 . . . . . . . Enter the cost of the most expensive door you bought . . . . . . . . Multiply line 19a by 30% (0.30). Do not enter more than $250 . . . . . Enter the cost of all other qualifying exterior doors . . . . . . . . . Multiply line 19c by 30% (0.30) . . . . . . . . . . . . . . . . Add lines 19b and 19d. Do not enter more than $500 . . . . . . . . . . . . . . . . Windows and skylights that meet the Energy Star certification requirements. Enter the cost of exterior windows and skylights that meet the Energy Star certification requirements. (See instructions.) . . . . . . . . . . . Multiply line 20a by 30% (0.30). Enter the results. Do enter more than $600 . . . . . . . . Section B Residential Energy Property Expenditures Did you incur costs for qualified energy property installed on or in connection with a home located in the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the qualified energy property originally placed into service by you? . . . . . . . . . . If you checked the No box for line 21a or 21b, you cannot claim the credit for your residential energy property costs. Skip lines 22 through 25 and line 29. Go to line 26. Enter the complete address of each home where you installed qualified energy property. Residential energy property costs (include labor costs for onsite preparation, assembly, and original installation). (See instructions.) Enter the cost of central air conditioners . . . . . . . . . . . . Multiply line 22a by 30% (0.30). Enter the results. Do enter more than $600 . . . . . . . . Enter the cost of natural gas, propane, or oil water heaters . . . . . . Multiply line 23a by 30% (0.30). Enter the results. Do enter more than $600 . . . . . . . . Enter the cost of natural gas, propane, or oil furnace or hot water boilers . . Multiply line 24a by 30% (0.30). Enter the results. Do enter more than $600 . . . . . . . . Section A Qualified Energy Efficiency Improvements 17 a
17a Yes No
b 17b Yes No
c 17c Yes No
d
Caution:
e 17e Yes No
18
a
18a
b 18b
19
a 19a
b 19b
c 19c
d 19d
e 19e
20
a
20a
b not 20b
21 a
21a Yes No
b 21b Yes No
c
22
a 22a
b not 22b
23a 23a
b not 23b
24a 24a
b not 24b
2
Part II Energy Efficient Home Improvement Credit
5695
7,963
Page 08
Form 5695 (2023) Page
SPA 1037 CPTS 3US7B3 Form (2023)
Enter the cost of improvements or replacement of panelboards, subpanelboards, branch circuits, or feeders . . . . . . . . . . . . . . . . . Heat pumps and heat pump water heaters; biomass stoves and biomass boilers.
(continued)
.
Multiply line 25a by 30% (0.30). Enter the results. Do enter more than $600 . . . . . . . . Home energy audits.
Did you incur costs for a home energy audit that included an inspection of your main home located in the United States and a written report prepared by a certified home energy auditor? (See instructions.) If you checked the No box, you cannot claim the home energy audit credit. Stop. Go to line 27. Enter the cost of the home energy audits . . . . . . . . . . . . . Multiply line 26b by 30% (0.30). Enter the results. Do enter more than $150 . . . . . . . . Add lines 18b, 19e, 20b, 22b, 23b, 24b, 25b, and 26c . . . . . . . . Enter the smaller of line 27 or $1,200 . . . . . . . . . . . . . . . . . . . . . . Enter the cost of electric or natural gas heat pumps . . . . . . . . . Enter the cost of electric or natural gas heat pump water heaters . . . . . Enter the cost of biomass stoves and biomass boilers . . . . . . . . . Add lines 29a, 29b, and 29c . . . . . . . . . . . . . . . . . Multiply line 29d by 30% (0.30). Enter the results. Do enter more than $2,000 . . . . . . . Add lines 28 and 29e . . . . . . . . . . . . . . . . . . . . . . . . . . . Limitation based on tax liability. Enter the amount from the Energy Efficient Home Improvement Credit Limit Worksheet. (See instructions.) . . . . . . . . . . . . . . . . . . . . . . Enter the smaller of line 30 or line 31. Also include this amount on Schedule 3 (Form 1040), line 5b . . . . . . . . . . . . . . . . . . . . Section B Residential Energy Property Expenditures 25 a
25a
b not 25b
26
a
26a Yes No
b 26b
c not 26c
27 27
28 28
29
a 29a
b 29b
c 29c
d 29d
e not 29e
30 30
31
31
32 Energy efficient home improvement credit.
32
3
5695
.
...
.
...
.
RADAMES WANTON ***-**-****
71,365 13,850
57,515
7,963
7,561
402
22.000
13.845
71,365 8,921
71,365
8,921
8,519
8,519
Filing status: Single
Page 01
3USTS1
Wages, Salaries and Tips Itemized / Standard Deduction Interest Qualified Business Income Deduction Dividends Taxable Income
Taxable IRA Distributions Tentative Tax
Taxable Pension Distributions Alternative Minimum Tax Social Security Benefits Excess Advance Premium Tax Credit Repayment Capital Gain / (Loss) Child Tax Credit/Credit for Other Dependents State Tax Refund Other Credits Alimony Received Self-Employment Tax
Business Income / (Loss) Other Taxes
Other Gain / (Loss) Total Tax
Rents, Royalties, Part
Farm Income / (Loss)
Unemployment Compensation
Other Income
Total Income Withholding
Estimated Payments
Adjustments to Income Earned Income Credit
Adjusted Gross Income Additional child tax credit
Reserved
Other Payments/Refundable credits
Total Payments
Amount Overpaid
Amount Applied to Your 2024 Estimated Tax
Form 2210 / 2210F Penalty
Total Medical
Medical less 7.5% Single 13,850 1,850
Taxes MFJ/QW 27,700 1,500
Interest
Contributions MFS 13,850 1,500
Casualty Loss H of H 20,800 1,850
Other Miscellaneous
TOTAL ITEMIZED DEDUCTIONS
1. 19.
2. 20.
3. 21.
4. 22.
5. 23.
6. 24.
7. 25.
8. 26.
9. 27.
10. 28.
11. 29.
12.
13. Marginal Tax Rate
14. Effective Tax Rate
15.
16. 30.
31.
17. 32.
18. 33.
34.
35.
36.
37.
38.
39. Refunded to You
40.
41. Amount Due
ITEMIZED DEDUCTIONS STANDARD DEDUCTION
Filing Status Standard Deduction + Age / Blind
State Total Income Total Tax Withholdings Balance Due Refund Visit the IRS website at http://www.irs.gov to find out about your refund. 2023 TAX SUMMARY
DENEB PEREZ
X - Tax Refund - Refund Transfer
- Santa Barbara Tax Products Group, LLC,
and Green Dot Bank
RADAMES WANTON
Page 02
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