Block Advisors Year-Round

Location:

Posted:

August 28, 2024

Resume:

You’ll receive up to a $** reward for each new client you refer that completes a 2022 tax return with H&R Block or Block Advisors or purchases a 12-month bookkeeping service and a $10 reward for each new client you refer that completes a tax return with H&R Block Online, for a maximum of $300. A new client is someone who did not use H&R Block or Block Advisors to prepare their 2021 tax return or utilize H&R Block or Block Advisors’ bookkeeping services within the past year. The reward will be delivered for each new client after they prepare and pay for their tax return or purchase a 12-month bookkeeping service with H&R Block or Block Advisors. Rewards will be provided on virtual cards and are only available to individuals who provide a valid email address. Through our Send A Friend referral program,

your friends and family get expert tax help,

while you get rewarded up to $300. Win-win.

Refer

and earn

up to $300.

Check your email for details on how

to start referring – and earning.

Derri Williams

02/08/23

YOUR TAX PROFESSIONAL TODAY:

Sherri Kirkwood

972-***-****

500 N Galloway Ste 58

Mesquite, TX, 75149

WE’RE OPEN YEAR-ROUND:

Call 972-***-****

Visit hrblock.com/myblock.

Download the MyBlock App.

HOW WE MAXIMIZED YOUR REFUND:

By ensuring you qualified for an earned income credit, I helped you save: $4,870.00 I helped you claim the Child Tax Credit, reducing your taxes by: $3,688.00 In total, we reduced your tax liability by: $8,558.00 YOUR TAX PREPARATION AND RELATED FEES:

Tax Preparation: $310.00

Other Fee(s): $40.00

Federal Refund Transfer : $39.00

Total: $389.00

WHAT YOU CAN EXPECT:

Federal Refund : $8,098.00

Total Fees: ($389.00)

Proceeds : $7,709.00

* This is not proof of payment for your fees. Your fees will be paid from your Refund Account pursuant to the terms of the RT Application & Agreement. Please note if you choose a State RT and your state refund arrives before your federal refund, your fees will be paid from your Refund Account at that time.

* If applicable, your total will be reduced by any other payments you authorize from your refund, such as repayment of Refund Advance or if you owe certain debt. WHAT YOU NEED TO KNOW:

To check the status of your return, visit hrblock.com/myreturnstatus or call 866-***-****. You'll need your Social Security number and date of birth.

Refund: Federal and State refund timing varies. Delivery of your Federal refund may be delayed if the IRS selects your return for further review. The Department of Treasury Offset Program may offset your tax refund to pay delinquent federal student loans, child support or other debt. Call the Treasury Offset Program Call Center at 800-***-**** if you have questions. Balance Due: If you have a Federal balance due and did not make arrangements today to pay the full amount, go to DirectPay at IRS.gov or mail-in a check to pay the remaining balance by April 18. If you pay by credit/debit card, payment processor will assess a convenience fee. No part of this service fee goes to H&R Block. If you selected an installment plan, visit IRS.gov to apply for an online payment agreement. If you have a State balance due and did not make arrangements today to pay the full amount, you can pay the remaining balance by credit/debit card or check. Follow state instructions to avoid additional penalties/fees.

Extension: If you filed an extension, the original return must be filed by October 15. Any balance due must be paid by April 18 to avoid penalties/interest.

We're Open All Year! Call 800-HRBLOCK 800-***-**** or visit hrblock.com to schedule an appointment. The H&R Block Advantage document provides information that could help you improve your tax and financial situation,but your actual tax situation may change materially depending on future changes to the law and changes in your personal and financial circumstances.If your circumstances do change, we suggest that you review the change with your tax professional. Derri Williams

02/08/23

FEDERAL TAX RETURN SUMMARY 2022

Income Year 2022 Year 2021 Change Wages, salaries, tips, etc.: $26,264 $10,761 $15,503 Interest income: $0 $52 ($52)

Ordinary dividend income: $0 $0 $0

Refunds of state and local taxes: $0 $0 $0

Business income or (loss) (Schedule C): $0 $0 $0

Capital gain or (loss) (Schedule D): $0 $0 $0

Other gains or (losses) (Form 4797): $0 $0 $0

IRA distributions and pension income: $0 $0 $0

Rental real estate, partnerships, estates, etc.

(Schedule E):

$0 $0 $0

Farm income or (loss) (Schedule F): $0 $0 $0

Unemployment compensation: $0 $0 $0

Taxable social security income: $0 $0 $0

Other income: $0 $0 $0

Total income: $26,264 $10,813 $15,451

Adjustments

Student loan interest deduction: $0 $0 $0

Domestic production activities deduction: $0 $0 $0 IRA contributions: $0 $0 $0

Deductible part of self-employment tax: $0 $0 $0

Self-employed health insurance: $0 $0 $0

Self-employed SEP, SIMPLE, and qualified plans: $0 $0 $0 Other adjustments: $0 $0 $0

Charitable contributions if taking standard deduction: $0 N/A $0 Total Adjustments: $0 $0 $0

Adjusted Gross Income (AGI)

This is your total income less total adjustments: $26,264 $10,813 $15,451 Deductions

Itemized/Standard Deductions: $19,400 $12,550 $6,850 Medical and dental expenses: $0 $0 $0

Taxes paid: $652 $0 $652

Interest paid: $0 $0 $0

Gifts to charity: $0 $0 $0

Casuality and theft losses: $0 $0 $0

Other miscellaneous deductions: $0 $0 $0

Qualified business income deduction: $0 $0 $0

Tax Computation

Tax: $0 $0 $0

Alternative minimum tax: $0 $0 $0

Excess Advance Premium Tax Credit Repayment: $0 $0 $0 Other Taxes

Self-employment tax: $0 $0 $0

Other Taxes: $0 $0 $0

Total Taxes: $0 $0 $0

Credits

02/08/23

Child and other dependents tax credit: $0 $0 $0

Foreign tax credit: $0 $0 $0

Child Care Credit: $0 $0 $0

Other Credits: $0 $0 $0

Total Credits: $0 $0 $0

Payments

Federal income tax withheld: $228 $377 ($149)

Estimated payments: $0 $0 $0

Earned Income Credit: $4,870 $5,980 ($1,110)

Additional Child Tax Credit: $3,000 $3,300 ($300)

Recovery rebate credit: $0 N/A $0

Qualified sick and family leave credit: $0 N/A $0

Deferral for certain Schedule H or Schedule SE filers: $0 N/A $0 Other Payments: $0 $0 $0

Total Payments: $8,098 $9,657 ($1,559)

Refund

Amount overpaid: $8,098 $9,657 ($1,559)

Overpayment applied to next year: $0 $0 $0

Refund: $8,098 $9,657 ($1,559)

Amount Due: $0 $0 $0

Penalty: $0 $0 $0

Other Computations

Filing Status: HOH

Head of Household Tax

Bracket

$0 - $14,200 10% --$6,864 of your income was taxed at 10%

$14,200 - $54,200 12%

$54,200 - $86,350 22%

$86,350 - $164,900 24%

$164,900 - $209,400 32%

$209,400 - $523,600 35%

$523,600 or greater 37%

Your effective tax rate is 0%

You paid $688 in federal income taxes

We stand behind

our work.

We’ll get you the largest refund

to which you’re entitled or your

tax preparation is free. No one

can get you a bigger refund than

H&R Block - guaranteed.

Maximum Refund

Guarantee1

100% Accuracy

Guarantee

If we make an error on your

return, we’ll pay any penalties

and interest due to our error.

Tax Notice

Services2

If we made an error on your tax

return, we’ll address the resulting

letter at no additional cost.

1 Refund claims must be made during the calendar year in which the return was prepared. Amendment included at no additional charge. 2 H&R Block will explain the position taken by the IRS or other taxing authority and assist you in preparing an audit response. Does not include in person Audit Representation. Check your e-file return status

View your tax returns

Review your tax checklist

Share tax docs with your Tax Pro

Access your Emerald Card®

Go paperless with digital docs

We’re here

all year.

Our experienced tax pros are

available by appointment to

help in person all year long.

Call 800-HRBLOCK

800-***-****) or visit

hrblock.com to schedule

an appointment.

anytime, anywhere, to:

24/7 access to your info

Derri!

Here are your personalized tax tips to consider:

Reduce your out of pocket childcare

costs

If your employer offers dependent care

benefits, you may be able to pay for up to

$5,000 of child care costs with wages that are

not subject to tax. If you don’t have access to

this employer benefit, you may claim a credit

up to $1,050 for childcare expenses for one

qualifying individual or $2,100 for two or more

qualifying individuals.

Save for college with a 529 plan

Anyone can contribute to a 529 plan for your

child, including grandparents or family friends.

Contributions grow and remain tax-free when

used to pay for qualified educational expenses

such as room and board, books and supplies.

Although there is no annual limit to what you

can contribute, giving more than $16,000 to a

single person has gift tax reporting implications. Claim tax benefits for qualifying

relatives

Since you are providing significant financial

support for parents or other relatives, you may

be able to deduct qualified medical expenses

you pay on their behalf. If your employer offers

dependent care benefits you may be able to

pay for up to $5,000 of care expenses for your

dependent while you’re at work with wages that

are not subject to tax.

Secure access to your tax documents, Emerald Card™, and much more...

• Track receipts, donations, and other tax-related items year round.

• Utilize tax tools to estimate your refund or how much you owe.

• View a personalized tax checklist to know what you'll need when it's time to file. HRB TAX GROUP INC

500 N GALLOWAY STE 58

MESQUITE TX 75149

972-***-****

02-08-2023

DERRI WILLIAMS

INSTRUCTIONS FOR FILING 2022 FEDERAL FORM 1040/1040-SR

.You will receive a refund of $8,098.00.

.You have elected to file your Federal return ELECTRONICALLY.

.DO NOT MAIL A PAPER COPY OF YOUR RETURN TO THE IRS. HRB TAX GROUP INC

BROADMOOR PLAZA SHOP CTR

500 N GALLOWAY STE 58

MESQUITE TX 75149

Phone: 972-***-****

February 8, 2023 Page 1

DERRI WILLIAMS Tax Prof Name: Sherri Kirkwood

1325 WOODCREST DR Office number: 40905

MESQUITE TX-75149

Federal

Child Tax Credit $45.00

Additional Child Tax Credit $45.00

Earned Income Credit $45.00

Family $175.00

Federal Sub Total $310.00

Products

Peace Of Mind $40.00

Federal RT $39.00

Subtotal Adjustments,Discounts and Products $79.00 Total Fees $389.00

Your first name and middle initial Last name Your social security number Married filing separately (MFS) Head of household (HOH) Qualifying surviving spouse (QSS) 1040 U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only--Do not write or staple in this space. Department of the Treasury--Internal Revenue Service Form

Were born before January 2, 1958 Are blind

You as a dependent

Spouse itemizes on a separate return or you were a dual-status alien Was born before January 2, 1958 Is blind

Your spouse as a dependent

If joint return, spouse's first name and middle initial Last name Spouse's social security number Credit for other

Child tax credit

(4) Check the box if qualifies

(2) Social security (3) Relationship

(1) First name Last name

Dependents (see instructions):

City, town, or post office. If you have a foreign address, also complete spaces below. You Spouse

Check here if you, or your

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2022) FDA 22 1040S1 BWF 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. dependents

Filing Status Single Married filing jointly

Check only

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: spouse if filing jointly, want $3

to go to this fund. Checking a

box below will not change

Foreign country name Foreign province/state/county Foreign postal code Standard

Deduction

Age/Blindness

Someone can claim:

You: Spouse:

Qualified dividends

Tax-exempt interest

Total amount from Form(s) W-2, box 1 (see instructions) 3a

Taxable amount

Taxable interest

Social security benefits

Pensions and annuities

IRA distributions

Single or Married

Deduction for-

Standard

Add lines 12 and 13

Qualified business income deduction from Form 8995 or Form 8995-A Standard deduction or itemized deductions (from Schedule A) Subtract line 10 from line 9. This is your adjusted gross income Adjustments to income from Schedule 1, line 26

Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income Other income from Schedule 1, line 10

Capital gain or (loss). Attach Schedule D if required. If not required, check here 14

15 Subtract line 14 from line 11. If zero or less, enter -0-. taxable income filing separately,

$12,950

Married filing

jointly or

surviving spouse,

$25,900

Qualifying

Head of

household,

$19,400

If you checked

any box under

Standard

Deduction,

see instructions.

Ordinary dividends

At any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, Yes No

number to you

If more

than four

dependents,

see instructions

and check

here

Attach

Sch. B if

required.

State ZIP code

your tax or refund.

exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) for (see inst.):

Income

b Household employee wages not reported on Form(s) W-2 c Tip income not reported on line 1a (see instructions) d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) e Taxable dependent care benefits from Form 2441, line 26 f Employer-provided adoption benefits from Form 8839, line 29 g Wages from Form 8919, line 6

h Other earned income (see instructions)

i Nontaxable combat pay election (see instructions) z Add lines 1a through 1h

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.

c If you elect to use the lump-sum election method, check here (see instructions) This is your

Digital

Assets

DERRI D WILLIAMS ***-**-****

1325 WOODCREST DR

MESQUITE

DAUGHTER

***-**-****

DELILAH

HEAVEN WILLIAMS

WILLIAMS

19,400

26,264

6,864

TX 75149

26,264

19,400

Form 1040 (2022)

Account number

Direct deposit? Routing number c Type: Checking Savings Refund

Form 1040 (2022)

1 2 3

Go to www.irs.gov/Form1040 for instructions and the latest information. Third Party Do you want to allow another person to discuss this return with the IRS? See Yes. Complete below.

Designee's Phone Personal identification

Designee

name no. number (PIN)

Sign

Here

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

Joint return?

See instructions.

Spouse's signature. If a joint return, both must sign. Date Date

Keep a copy for

Your occupation

Spouse's occupation

Firm's EIN

Preparer's name Preparer's signature PTIN

Paid

If the IRS sent you an Identity

Protection PIN, enter

it here (see inst.)

Check if:

Preparer

Use Only

Phone no.

Self-employed

Firm's name

Firm's address

Tax (see instructions). Check if any from Form(s): 881*-****-** Amount from Schedule 2, line 3 17

Add lines 16 and 17

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

Add lines 19 and 20

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

Other taxes, including self-employment tax, from Schedule 2, line 21 Add lines 22 and 23. This is your

Earned income credit (EIC)

American opportunity credit from Form 8863, line 8 Add lines 27, 28, 29, and 31. These are your 32

Add lines 25d, 26, and 32. These are your 33

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

35a

See instructions.

36 Amount of line 34 you want 36

Amount

You Owe

37 Subtract line 33 from line 24. This is the amount you owe. 37

38 38

your records.

Phone no. Email address

If the IRS sent your spouse an Identity

Protection PIN, enter

it here (see inst.)

Date

If you have a

instructions

qualifying

child, attach

Sch. EIC.

total tax

total other payments and refundable credits

total payments

overpaid

applied to your 2023 estimated tax

refunded to you. If Form 8888 is attached, check here 18

24 24

25 Federal income tax withheld from:

Form(s) W-2

Form(s) 1099

Other forms (see instructions)

Add lines 25a through 25c

2022 estimated tax payments and amount applied from 2021 return 27

25d

Amount from Schedule 3, line 15

Estimated tax penalty (see instructions)

25a

25b

25c

Page

Tax and

Credits

Payments

Additional child tax credit from Schedule 8812

Reserved for future use

For details on how to pay, go to www.irs.gov/Payments or see instructions X

8,098

3,000

4,870

7 8 1 7 9 7 1 8 3 4

1 0 1 0 8 9 7 4 2

8,098

WILLIAMS ***-**-****

7,870

DISHWASHER

431871840

SHERRI KIRKWOOD P00658378

943667

HRB TAX GROUP INC 972-***-****

500 N GALLOWAY STE 58

MESQUITE TX 75149

688

02-08-2023

469-***-**** ***************@*****.***

688

228

SCHEDULE EIC

Earned Income Credit

OMB No. 1545-0074

(Form 1040)

Qualifying Child Information

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/ScheduleEIC for the latest information. Attachment Internal Revenue Service Sequence No. 43

Name(s) shown on return Your social security number Before you begin: See the instructions for Form 1040, line 27, to make sure that Be sure the child's name on line 1 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 at 800-***-****. qualifying child.

If your child doesn't have an SSN as defined in the instructions for Form 1040, line 27, see the instructions. 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 First name Last name First name Last name First name Last name 1 Child's name

If you have more than three qualifying

children, you have to list only three to get

the maximum credit.

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 EIC (see

instructions). If your child was born and

died in 2022 and did not have an SSN,

enter ``Died'' on this line and attach a copy

of the child's birth certificate, death

Year Year Year

If born after 2003 and the child If born after 2003 and the child If born after 2003 and the child is younger than you (or your is younger than you (or your is younger than you (or your spouse, if filing jointly), skip lines spouse, if filing jointly), skip lines spouse, if filing jointly), skip lines 4a and 4b; go to line 5. 4a and 4b; go to line 5. 4a and 4b; go to line 5. 4 a 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 4b. Go to Go to line 4b. Go to Go to line 4b. line 5. line 5. line 5.

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,

niece, nephew, eligible foster child, etc.)

6 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

your home was the child's home for more months months months than half the time he or she was alive Do not enter more than 12 Do not enter 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 FDA 22 EIC1 BWF 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. 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.

CAUTION

certificate, or hospital medical records

If you are separated from your spouse, filing a separate return, and meet the requirements to claim the EIC (see instructions), check here

(a) you can take the EIC, and

3 Child's year of birth

You can't claim the EIC for a child who didn't live with you for more than half of the year. child doesn't have an SSN as defined in the instructions for Form 1040, line 27, see the instructions. If you have a child who meets the conditions to be your qualifying child for purposes of claiming the EIC, but that showing a live birth.

(b) you have a

DERRI D WILLIAMS ***-**-****

HEAVEN DELILAH

***-**-**** ***-**-****

2008 2016

DAUGHTER DAUGHTER

12 12

WILLIAMS WILLIAMS

SCHEDULE 8812 OMB No. 1545-0074

(Form 1040)

Credits for Qualifying Children

Attach to Form 1040, 1040-SR, or 1040-NR.

Department of the Treasury Go to www.irs.gov/Schedule8812 for instructions and the latest information. Attachment Internal Revenue Service Sequence No. 47

Name(s) shown on return Your social security number 1

Enter income from Puerto Rico that you excluded

3 3

resident alien. Also, do not include anyone you included on line 4. 7 Multiply line 6 by $500

Enter the amount shown below for your filing status. 8 8

For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 8812 (Form 1040) 2022 FDA 22 88121 BWF 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR Enter the amounts from lines 45 and 50 of your Form 2555 1

4 Number of qualifying children under age 17 with the required social security no. Multiply line 4 by $2,000 5

Enter the amount from line 15 of your Form 4563

Add lines 2a through 2c

and Other Dependents

Add lines 1 and 2d

Caution: Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S. Add lines 5 and 7

Married filing jointly--$400,000

All other filing statuses--$200,000

10 Subtract line 9 from line 3.

If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For If zero or less, enter -0-.

example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc. 4

Multiply line 10 by 5% (0.05)

Is the amount on line 8 more than the amount on line 11? Part I Child Tax Credit and Credit for Other Dependents 2a

No. STOP.You cannot take the child tax credit, credit for other dependents, or additional child tax credit. Skip Parts II-A and II-B. Enter -0- on lines 14 and 27. Yes. Subtract line 11 from line 8. Enter the result. 13 Enter the amount from the Credit Limit Worksheet A 14 Enter the smaller of line 12 or 13.This is your child tax credit and credit for other dependents Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 19. 13

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 11) before completing Part II-A. 6 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 X

DERRI D WILLIAMS ***-**-****

26,264

4,000

200,000

688

4,000

Part II-A

Page 2

Additional Child Tax Credit for All Filers

Caution: If you file Form 2555, you cannot claim the additional child tax credit. 16a stop here; you cannot take the additional child tax credit. Skip Parts II-A Number of qualifying children under 17 with the required social security number: x $1,500. stop here; you cannot claim the additional child tax credit. Skip Parts II-A and II-B. TIP: The number of children you use for this line is the same as the number of children you used for line 4. Enter the

Earned income (see instructions)

Nontaxable combat pay (see instructions)

Is the amount on line 18a more than $2,500?

No.

Yes.

Multiply the amount on line 19 by 15% (0.15) and enter the result Next. On line 16b, is the amount $4,500 or more?

No.

smaller of line 17 or line 20 on line 27.

Yes.

line 27. Otherwise, go to line 21.

Leave line 19 blank and enter -0- on line 20.

Subtract $2,500 from the amount on line 18a. Enter the result If you are a bona fide resident of Puerto Rico, go to line 21. Otherwise, skip Part II-B and enter the If line 20 is equal to or more than line 17, skip Part II-B and enter the amount from line 17 on b

18a

(Form 1040), line 13

(Form 1040), line 5; Schedule 2 (Form 1040), line 6; and Schedule 2 Enter the total of the amounts from Schedule 1 (Form 1040), line 15; Schedule 2 1040-SR filers:

27 This is your additional child tax credit. Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 28. 27 Part II-C Additional Child Tax Credit

Next, enter the smaller of line 17 or line 26 on line 27. Enter the larger of line 20 or line 25

Subtract line 24 from line 23. If zero or less, enter -0- Enter the amount from Schedule 3 (Form 1040), line 11. line 27, and Schedule 3 (Form 1040), line 11.

Enter the total of the amounts from Form 1040 or 1040-SR, 1040-NR filers:

1040 and

Add lines 21 and 22

Medicare Tax or tier 1 RRTA taxes, see instructions amounts with yours. If your employer withheld or you paid Additional Form(s) W-2, boxes 4 and 6. If married filing jointly, include your spouse's Withheld social security, Medicare, and Additional Medicare taxes from 26

Part II-B Certain Filers Who Have Three or More Qualifying Children and Bona Fide Residents of Puerto Rico FDA 22 88122 BWF 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. Schedule 8812 (Form 1040) 2022 16a

16b

18a

18b

smaller of line 16a or line 16b

Schedule 8812 (Form 1040) 2022

15 Check this box if you do not want to claim the additional child tax credit. Skip Parts II-A and II-B. Enter -0- on line 27 and II-B. Enter -0- on line 27

Enter -0- on line 27

Subtract line 14 from line 12. If zero,

Enter the result. If zero,

3,312

3,000

26,264

23,764

3,565

WILLIAMS ***-**-****

3,000

OMB No. 1545-0074

Form 8867 Paid Preparer's Due Diligence Checklist

To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or Department of the Treasury Attachment

Internal Revenue Service Go to www.irs.gov/Form8867 for instructions and the latest information. Sequence No. 70 Taxpayer name(s) shown on return Taxpayer identification number For Paperwork Reduction Act Notice, see separate instructions. Form 8867 (Rev. 11-2022) FDA 22 88671 BWF 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC), preparer's name

Due Diligence Requirements

1 Did you complete the return based on information for the applicable tax year provided by the taxpayer or reasonably obtained by you? (See instructions if relying on prior year earned income.) 2

Did you satisfy the knowledge requirement? To meet the knowledge requirement, you must do both of the following.

Interview the taxpayer, ask questions, and contemporaneously document the taxpayer's responses to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing status. Review information to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing Did any information

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