Tax Credit Student Loan
Resume:
This Product Contains Sensitive Taxpayer Data
Request Date: 05-25-2024
Response Date: 05-25-2024
Tracking Number: 106*********
Tax Return Transcript
SSN Provided: XXX-XX-1505
Tax Period Ending: Dec. 31, 2023
The following items reflect the amount as shown on the return (PR), and
the amount as adjusted (PC), if applicable. They do not show subsequent
activity on the account.
SSN: XXX-XX-1505
SPOUSE SSN:
NAME(S) SHOWN ON RETURN: DARB PIER LOUI
ADDRESS: 711 SW
FILING STATUS: Head of Household
FORM NUMBER: 1040
CYCLE POSTED: 20241705
RECEIVED DATE: Apr.15, 2024
REMITTANCE: $0.00
EXEMPTION NUMBER: 2
DEPENDENT 1 NAME CTRL: DUME
DEPENDENT 1 SSN: XXX-XX-8295
DEPENDENT 2 NAME CTRL:
DEPENDENT 2 SSN:
DEPENDENT 3 NAME CTRL:
DEPENDENT 3 SSN:
DEPENDENT 4 NAME CTRL:
DEPENDENT 4 SSN:
PTIN: XXX-XX-4942
PREPARER EIN: XX-XXX0627
Income
TOTAL WAGES 84,885.00
FORM W-2 WAGES 84,885.00
TAXABLE INTEREST INCOME: SCH B 0.00
TAX-EXEMPT INTEREST 0.00
ORDINARY DIVIDEND INCOME: SCH B 0.00
QUALIFIED DIVIDENDS 0.00
REFUNDS OF STATE/LOCAL TAXES 0.00
ALIMONY RECEIVED 0.00
BUSINESS INCOME OR LOSS (Schedule C) 30,068.00
BUSINESS INCOME OR LOSS: SCH C PER COMPUTER 30,068.00
CAPITAL GAIN OR LOSS: (Schedule D) 0.00
CAPITAL GAINS OR LOSS: SCH D PER COMPUTER 0.00
OTHER GAINS OR LOSSES (Form 4797) 0.00
TOTAL IRA DISTRIBUTIONS 0.00
TAXABLE IRA DISTRIBUTIONS 0.00
TOTAL PENSIONS AND ANNUITIES 0.00
TAXABLE PENSION/ANNUITY AMOUNT 0.00
ADDITIONAL INCOME 30,068.00
ADDITIONAL INCOME PER COMPUTER 30,068.00
REFUNDABLE CREDITS PER COMPUTER 2,025.00
REFUNDABLE EDUCATION CREDIT PER COMPUTER 0.00
QUALIFIED BUSINESS INCOME DEDUCTION 0.00
RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E) 0.00
RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E) PER COMPUTER 0.00
RENT/ROYALTY INCOME/LOSS PER COMPUTER 0.00
ESTATE/TRUST INCOME/LOSS PER COMPUTER 0.00
PARTNERSHIP/S-CORP INCOME/LOSS PER COMPUTER 0.00
FARM INCOME OR LOSS (Schedule F) 0.00
FARM INCOME OR LOSS (Schedule F) PER COMPUTER 0.00
UNEMPLOYMENT COMPENSATION 0.00
TOTAL SOCIAL SECURITY BENEFITS 0.00
TAXABLE SOCIAL SECURITY BENEFITS 0.00
TAXABLE SOCIAL SECURITY BENEFITS PER COMPUTER 0.00
OTHER INCOME 0.00
SCHEDULE EIC SE INCOME PER COMPUTER 0.00
SCHEDULE EIC EARNED INCOME PER COMPUTER 0.00
SCH EIC DISQUALIFIED INC COMPUTER 0.00
EXCESS ADV CHILD TAX CREDIT PER COMPUTER 0.00
PRIMARY ECONOMIC IMPACT PAYMENT 2 0
SECONDARY ECONOMIC IMPACT PAYMENT 2 0
PRIMARY ADVANCED CTC PAYMENTS 0.00
SECONDARY ADVANCED CTC PAYMENTS 0.00
ADDITIONAL CTC EARNED INCOME 0.00
EIC PRIOR YEAR EARNED INCOME 0.00
QUALIFIED BUSINESS INCOME DEDUCTION 0.00
F8995 QUALIFIED BUSINESS INCOME DEDUCTION COMPUTER 0.00
PRIMARY ECONOMIC IMPACT PAYMENT 0.00
SECONDARY ECONOMIC IMPACT PAYMENT 0.00
SCHOLARSHIP FELLOWSHIP GRANT 0.00
TOTAL INCOME 54,817.00
TOTAL INCOME PER COMPUTER 54,817.00
Adjustments to Income
EDUCATOR EXPENSES 0.00
EDUCATOR EXPENSES PER COMPUTER 0.00
RESERVIST AND OTHER BUSINESS EXPENSE 0.00
HEALTH SAVINGS ACCT DEDUCTION 0.00
HEALTH SAVINGS ACCT DEDUCTION PER COMPTR 0.00
MOVING EXPENSES: F3903 0.00
SELF EMPLOYMENT TAX DEDUCTION 0.00
SELF EMPLOYMENT TAX DEDUCTION PER COMPUTER 0.00
SELF EMPLOYMENT TAX DEDUCTION VERIFIED 0.00
KEOGH/SEP CONTRIBUTION DEDUCTION 0.00
SELF-EMP HEALTH INS DEDUCTION 0.00
EARLY WITHDRAWAL OF SAVINGS PENALTY 0.00
ALIMONY PAID SSN
ALIMONY PAID 0.00
SCHOLARSHIP FELLOWSHIP EXCLUDED 0.00
IRA DEDUCTION 0.00
IRA DEDUCTION PER COMPUTER 0.00
STUDENT LOAN INTEREST DEDUCTION 0.00
STUDENT LOAN INTEREST DEDUCTION PER COMPUTER 0.00
STUDENT LOAN INTEREST DEDUCTION VERIFIED 0.00
TOTAL OTHER PAYMENT REFUNDABLE CREDIT PER COMPUTER 0.00
TOTAL OTHER PAYMENT REFUND VERIFIED 0.00
OTHER ADJUSTMENTS 0.00
ARCHER MSA DEDUCTION 0.00
ARCHER MSA DEDUCTION PER COMPUTER 0.00
TOTAL ADJUSTMENTS 0.00
TOTAL ADJUSTMENTS PER COMPUTER 0.00
ADJUSTED GROSS INCOME 54,817.00
ADJUSTED GROSS INCOME PER COMPUTER 54,817.00
Tax and Credits
65-OR-OVER NO
BLIND NO
SPOUSE 65-OR-OVER NO
SPOUSE BLIND NO
STANDARD DEDUCTION PER COMPUTER 20,800.00
ADDITIONAL STANDARD DEDUCTION PER COMPUTER 0.00
TAX TABLE INCOME PER COMPUTER 34,017.00
EXEMPTION AMOUNT PER COMPUTER 0.00
TAXABLE INCOME 34,017.00
TAXABLE INCOME PER COMPUTER 34,017.00
TOTAL POSITIVE INCOME PER COMPUTER 84,885.00
TENTATIVE TAX 3,769.00
TENTATIVE TAX PER COMPUTER 3,769.00
FORM 8814 ADDITIONAL TAX AMOUNT 0.00
TAX ON INCOME LESS SOC SEC INCOME PER COMPUTER 0.00
FORM 6251 ALTERNATIVE MINIMUM TAX 0.00
FORM 6251 ALTERNATIVE MINIMUM TAX PER COMPUTER 0.00
FOREIGN TAX CREDIT 0.00
FOREIGN TAX CREDIT PER COMPUTER 0.00
FOREIGN INCOME EXCLUSION PER COMPUTER 0.00
FOREIGN INCOME EXCLUSION TAX PER COMPUTER 0.00
EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT AMOUNT 0.00
EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT VERIFIED AMOUNT 0.00
CHILD & DEPENDENT CARE CREDIT 0.00
CHILD & DEPENDENT CARE CREDIT PER COMPUTER 0.00
CREDIT FOR ELDERLY AND DISABLED 0.00
CREDIT FOR ELDERLY AND DISABLED PER COMPUTER 0.00
EDUCATION CREDIT 1,500.00
EDUCATION CREDIT PER COMPUTER 1,500.00
GROSS EDUCATION CREDIT PER COMPUTER 1,500.00
RETIREMENT SAVINGS CNTRB CREDIT 0.00
RETIREMENT SAVINGS CNTRB CREDIT PER COMPUTER 0.00
PRIM RET SAV CNTRB: F8880 LN6A 0.00
SEC RET SAV CNTRB: F8880 LN6B 0.00
TOTAL RETIREMENT SAVINGS CONTRIBUTION: F8880 CMPTR 0.00
RESIDENTIAL CLEAN ENERGY CREDIT 0.00
RESIDENTIAL CLEAN ENERGY CREDIT PER COMPUTER 0.00
CHILD AND OTHER DEPENDENT CREDIT 2,000.00
CHILD AND OTHER DEPENDENT CREDIT PER COMPUTER 2,000.00
ADOPTION CREDIT: F8839 0.00
ADOPTION CREDIT PER COMPUTER 0.00
FORM 8396 MORTGAGE CERTIFICATE CREDIT 0.00
FORM 8396 MORTGAGE CERTIFICATE CREDIT PER COMPUTER 0.00
TOTAL OTHER NON REFUNDABLE CREDIT 0.00
FORM 3800 GENERAL BUSINESS CREDITS 0.00
FORM 3800 GENERAL BUSINESS CREDITS PER COMPUTER 0.00
PRIOR YR MIN TAX CREDIT: F8801 0.00
PRIOR YR MIN TAX CREDIT: F8801 PER COMPUTER 0.00
EARLIER YEAR INCOME REPAYMENT CREDIT 0.00
CLEAN VEHICLE CREDIT 0.00
CLEAN VEHICLE CREDIT PER COMPUTER 0.00
F8910 ALTERNATIVE MOTOR VEHICLE CREDIT AMOUNT 0.00
F8910 ALTERNATIVE MOTOR VEHICLE CREDIT PER COMPUTER 0.00
SICK FAMILY LEAVE CREDIT 0.00
NON ITEMIZED CHARITABLE CONTRIBUTION DEDUCTION 0.00
NON ITEMIZED CHARITABLE CONTRIBUTION PER COMPUTER 0.00
REFUNDABLE CHILD CARE CREDIT 0.00
SICK FAMILY LEAVE CREDIT AFTER 3-31-21 0.00
REFUNDABLE CHILD CARE CREDIT VERIFIED 0.00
RECOVERY REBATE CREDIT 0.00
RECOVERY REBATE CREDIT PER COMPUTER 0.00
RECOVERY REBATE CREDIT VERIFIED 0.00
OTHER CREDITS 0.00
TOTAL CREDITS 3,500.00
TOTAL CREDITS PER COMPUTER 3,500.00
INCOME TAX AFTER CREDITS PER COMPUTER 269.00
ADVANCED MANUFACTURING CREDIT PER COMPUTER 0.00
ADVANCED MANUFACTURING INVEST CREDIT PER COMPUTER 0.00
CLEAN HYDROGEN PROD CREDIT PER COMPUTER 0.00
CARBON OXIDE SEQUESTRATION CREDIT PER COMPUTER 0.00
ENERGY EFFICIENT HOME CREDIT PER COMPUTER 0.00
ENERGY EFFICIENT HOME CREDIT 0.00
PRE OWNED CLEAN VEHICLE CREDIT PER COMPUTER 0.00
PRE OWNED CLEAN VEHICLE CREDIT 0.00
PRE OWNED CLEAN VEHICLE VERIFIED 0.00
NEW CLEAN VEHICLE BUS CREDIT PER COMPUTER 0.00
NEW CLEAN VEHICLE BUS VERIFIED 0.00
COMMERCIAL CLEAN VEHICLE CREDIT PER COMPUTER 0.00
COMMERCIAL CLEAN VEHICLE VERIFIED 0.00
CLEAN VEHICLE CREDIT VERIFIED 0.00
Other Taxes
SE TAX 0.00
SE TAX PER COMPUTER 0.00
SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS 0.00
SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS PER COMPUTER 0.00
TAX ON QUALIFIED PLANS F5329 (PR) 0.00
TAX ON QUALIFIED PLANS F5329 PER COMPUTER 0.00
IRAF TAX PER COMPUTER 0.00
TP TAX FIGURES (REDUCED BY IRAF) PER COMPUTER 269.00
IMF TOTAL TAX (REDUCED BY IRAF) PER COMPUTER 269.00
TOTAL OTHER TAXES PER COMPUTER 0.00
UNPAID FICA ON REPORTED TIPS 0.00
F8959 ADDITIONAL MEDICARE TAX 0.00
F8960 NET INVESTMENT INCOME TAX 0.00
INTEREST ON DEFERRED TAX 0.00
TOTAL OTHER TAXES 0.00
RECAPTURE TAX: F8611 0.00
HOUSEHOLD EMPLOYMENT TAXES 0.00
HOUSEHOLD EMPLOYMENT TAXES PER COMPUTER 0.00
INTEREST DUE ON INSTALLMENT 0.00
SCH 8812 ADDITIONAL TAX COMPUTER 0.00
REFUNDABLE CHILD CARE COMPUTER 0.00
HEALTH COVERAGE RECAPTURE: F8885 0.00
EXCESS SOCIAL SECURITY TAX WITHHELD VERIFIED 0.00
EXCESS SOCIAL SECURITY TAX WITHHELD PER COMPUTER 0.00
TOTAL ADDITIONAL TAXES 0.00
TOTAL ASSESSMENT PER COMPUTER 269.00
TOTAL TAX LIABILITY TP FIGURES 269.00
TOTAL TAX LIABILITY TP FIGURES PER COMPUTER 269.00
Payments
FEDERAL INCOME TAX WITHHELD 4,317.00
SCH 8812 ADDITIONAL TAX 0.00
ESTIMATED TAX PAYMENTS 0.00
OTHER PAYMENT CREDIT 0.00
REFUNDABLE EDUCATION CREDIT 1,000.00
REFUNDABLE EDUCATION CREDIT PER COMPUTER 1,000.00
REFUNDABLE EDUCATION CREDIT VERIFIED 0.00
REFUNDABLE CREDITS 2,025.00
EARNED INCOME CREDIT 0.00
EARNED INCOME CREDIT PER COMPUTER 0.00
NONTAXABALE COMBAT PAY 0.00
SCHEDULE 8812 NONTAXABLE COMBAT PAY 0.00
EXCESS SOCIAL SECURITY & RRTA TAX WITHHELD 0.00
SCHEDULE 8812 TOT SS/MEDICARE WITHHELD 0.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT 0.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT PER COMPUTER 0.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT VERIFIED 0.00
AMOUNT PAID WITH FORM 4868 0.00
FORM 2439 REGULATED INVESTMENT COMPANY CREDIT 0.00
FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS 1,025.00
FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS PER COMPUTER 1,025.00
HEALTH COVERAGE TX CR: F8885 0.00
SEC 965 TAX INSTALLMENT 0.00
SEC 965 TAX LIABILITY 0.00
PREMIUM TAX CREDIT AMOUNT 0.00
PREMIUM TAX CREDIT VERIFIED AMOUNT 0.00
PRIMARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT 0.00
SECONDARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT 0.00
FIRST TIME HOMEBUYER CREDIT REPAYMENT AMOUNT 0.00
FORM 5405 TOTAL HOMEBUYERS CREDIT REPAYMENT PER COMPUTER 0.00
SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER 0.00
SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER (2) 0.00
TOTAL OTHER PAYMENTS REFUNDABLE 0.00
TOTAL PAYMENTS 6,342.00
TOTAL PAYMENTS PER COMPUTER 6,342.00
Refund or Amount Owed
REFUND AMOUNT 6,073.00
ESTIMATED TAX CREDIT APPLIED TO NEXT YEAR 0.00
ESTIMATED TAX PENALTY 0.00
TAX ON INCOME LESS STATE REFUND PER COMPUTER 0.00
BAL DUE/OVER PYMT USING TP FIG PER COMPUTER 6,073.00
BAL DUE/OVER PYMT USING COMPUTER FIGURES 6,073.00
FORM 8888 TOTAL REFUND PER COMPUTER 0.00
Third Party Designee
THIRD PARTY DESIGNEE ID NUMBER
AUTHORIZATION INDICATOR 0
THIRD PARTY DESIGNEE NAME
Schedule C--Profit or Loss From Business
SOCIAL SECURITY NUMBER XXX-XX-1505
EMPLOYER ID NUMBER
BUSINESS NAME
DESCRIPTION OF BUSINESS/PROFESSION
NAICS CODE 000000
ACCT MTHD Cash
FIRST TIME SCHEDULE C FILED N
STATUTORY EMPLOYEE IND N
INCOME
GROSS RECEIPTS OR SALES 10,225.00
RETURNS AND ALLOWANCES 0.00
NET GROSS RECEIPTS 10,225.00
COST OF GOODS SOLD 0.00
SCHEDULE C FORM 1099 REQUIRED NO
SCHEDULE C FORM 1099 FILED NONE
OTHER INCOME 0.00
EXPENSES
CAR AND TRUCK EXPENSES 0.00
DEPRECIATION 0.00
INSURANCE (OTHER THAN HEALTH) 4,560.00
MORTGAGE INTEREST 0.00
LEGAL AND PROFESSIONAL SERVICES 0.00
REPAIRS AND MAINTENANCE 5,867.00
TRAVEL 2,004.00
MEALS AND ENTERTAINMENT 0.00
WAGES 0.00
OTHER EXPENSES 8,022.00
TOTAL EXPENSES 40,293.00
EXP FOR BUSINESS USE OF HOME 0.00
SCH C NET PROFIT OR LOSS PER COMPUTER 30,068.00
AT RISK CD All investment at risk
OFFICE EXPENSE AMOUNT 0.00
UTILITIES EXPENSE AMOUNT 0.00
ENERGY EFFICIENT BUILDING DEDUCTION 0.00
COST OF GOODS SOLD
INVENTORY AT BEGINNING OF YEAR 0.00
INVENTORY AT END OF YEAR 0.00
Form 4136--Credit for Federal Tax Paid on Fuels
NONTAXABLE USE OF GASOLINE - LINE 1A-C 1,025.00
Form 8863 - Education Credits (Hope and Lifetime Learning Credits)
Part I - EDUCATION CREDITS
STUDENT 1 NAME CNTRL PIER
STUDENT 1 SSN XXX-XX-1505
STUDENT 2 NAME CNTRL
STUDENT 2 SSN
STUDENT 3 NAME CNTRL
STUDENT 3 SSN
TENTATIVE CREDIT AMOUNT 2,500.00
PART II - LIFETIME LEARNING CREDITS
TOTL LIFETIM LRNING CR QLFD EXP 0.00
EDUCATIONAL INSTITUTION FEDERAL ID NUMBER STUDENT 1 XXXXX1829
SECOND EDUCATIONAL INSTITUTION FEDERAL ID NUMBER, STUDENT 1-000******
EDUCATIONAL INSTITUTION FEDERAL ID NUMBER STUDENT 2-000******
SECOND EDUCATIONAL INSTITUTION FEDERAL ID NUMBER STUDENT 2-000******
EDUCATIONAL INSTITUTION FEDERAL ID NUMBER STUDENT 3-000******
SECOND EDUCATIONAL INSTITUTION FEDERAL ID NUMBER STUDENT 3-000******
PRIOR YEAR HOPE SCHOLARSHIP OR AOT CREDIT CLAIMED STUDENT 1 NO
ACADEMIC ELIGIBILITY, STUDENT 1 YES
POST-SECONDARY COMPLETE STUDENT 1 NO
FELONY CONVICTION STUDENT 1 NO
PRIOR YEAR HOPE SCHOLARSHIP OR AOT CREDIT CLAIMED STUDENT 2 NONE
ACADEMIC ELIGIBILITY STUDENT 2 NONE
POST-SECONDARY COMPLETE STUDENT 2 NONE
FELONY CONVICTION STUDENT 2 NONE
PRIOR YEAR HOPE SCHOLARSHIP OR AOT CREDIT CLAIMED STUDENT 3 NONE
ACADEMIC ELIGIBILITY STUDENT 3 NONE
POST-SECONDARY COMPLETE STUDENT 3 NONE
FELONY CONVICTION STUDENT 3 NONE
VERIFIED NUMBER OF EDUCATION CREDIT ELIGIBLE STUDENTS
TOTL LIFETIM LRNING CR QLFD EXP PER COMPUTER 0.00
PART III - ALLOWABLE EDUCATION CREDITS
GROSS EDUCATION CR PER COMPUTER 1,500.00
TOTAL EDUCATION CREDIT AMOUNT 1,500.00
TOTAL EDUCATION CREDIT AMOUNT PER COMPUTER 1,500.00
Form 8867 Paid Preparer's Earned Income Credit Checklist
INCORRECT INFORMATION AOTC
F8867 CERTIFICATION Yes box checked
EIC CLAIMED Neither box checked
CTC ACTC CLAIMED Yes box checked
AOTC CLAIMED Yes box checked
HEAD OF HOUSEHOLD FILING STATUS CLAIMED Yes box checked
Form 8995-A,8995 Qualified Business Income Deduction
QUALIFED BUSINESS INCOME COMPONENT 0.00
REIT AND PTP COMPONENT 0.00
F8995 NET CAPITAL GAINS 0.00
F8995 DOMESTIC PRODUCTION DEDUCTION 0.00
QUALIFED BUSINESS NET LOSS CARRYFORWARD 0.00
QUALIFIED REIT DIV AND PTP LOSS CARRYFORWARD 0.00
TOTAL QUALIFIED BUSINESS LOSS CARRYFORWARD 30,068.00
TOTAL REIT DIV LOSS CARRYFORWARD 0.00
TOTAL QUALIFIED BUSINESS INCOME OR LOSS 30,068.00
QUALIFIED REIT DIV AND PTP INCOME OR LOSS 0.00
This Product Contains Sensitive Taxpayer Data
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