Resume

Executive Assistant Team Member

Location:

Fayetteville, NC

Posted:

July 30, 2023

Contact this candidate

Resume:

******

**-**-**

LINDSEY, GREENWAY & MCINTIRE, LLC

***** ********* **

ROSWELL, GA 30075

ADAM K. & KELLIE S. HAND

**** ***** **

LINDEN, NC 28356

!283566!

Caution: Forms printed from within Adobe Acrobat may not meet IRS or state taxing agency specifications. When using Acrobat, select the "Actual Size" in the Adobe "Print" dialog. CLIENT'S COPY

212601

04-01-22

Taxpayer Spouse Married Filing Separate Married Filing Joint Total Income

Less: Adjustments

Adjusted Gross Income

Standard/Itemized Deductions

Qualified business inc deduction

Taxable Income

Total Tax (regular & AMT) ~~~

Less:

Add:

Less:

Credits

Other Taxes

Earned Income Credit

Additional child tax credit

Payments (excludes ext.)

Tax Underpayment/(Overpayment)

Federal Tax Comparison for Married Filing Joint and Separate 138,930. 93,402. 232,332. 232,332.

138,930. 93,402. 232,332. 232,332.

12,950. 12,950. 25,900. 25,900.

125,980. 80,452. 206,432. 206,432.

24,071. 13,322. 37,393. 37,215.

2,500. 2,500. 2,500.

59. 59.

16,363. 10,281. 26,644. 26,644.

5,267. 3,041. 8,308. 8,071.

MARRIED FILING JOINT PRODUCED AN ESTIMATED SAVINGS OF 237. 112*****-****** 25333.000 2022.03030 HAND, ADAM 25333_01 203***-**-**-**

Direct Deposit/Debit Report

Name: ID Number:

Debit/Deposit

Unit Form Name of Financial Institution Account Type Routing Number Account Number Date Amount ADAM K. & KELLIE S. HAND ***-**-****

DEBIT

FED 1040 USAA CHECKING 314074269 176******-**/18/23 8,255. DEBIT

GA 500 USAA CHECKING 314074269 176******-**/18/23 616. NC D-400 USAA CHECKING 314074269 176800476 DEPOSIT 1,017. 226***-**-**-**

Tax Year Tax Year

2022

Increase

(Decrease)

Description

2021

Name(s) as shown on return Social security number

2021 Filing Status 2022 Filing Status

2021 Tax Bracket 2022 Tax Bracket

Two-Year Comparison Worksheet 2022

ADAM K. & KELLIE S. HAND ***-**-****

MARRIED FILING JOINT MARRIED FILING JOINT

24.0%

WAGES, SALARIES, AND TIPS 201,726. 224,983. 23,257. SCHEDULE B - QUALIFIED DIVIDENDS 67. 0. -67.

SCHEDULE B - ORDINARY DIVIDENDS 191. 0. -191.

TAXABLE IRA DISTRIBUTIONS 6,808. 7,349. 541.

SCHEDULE D (CAPITAL GAIN/LOSS) 11,022. 0. -11,022. TOTAL INCOME 219,747. 232,332. 12,585.

ADJUSTED GROSS INCOME 219,747. 232,332. 12,585.

STANDARD DEDUCTION 25,100. 25,900. 800.

TOTAL DEDUCTIONS 25,100. 25,900. 800.

TAXABLE INCOME 194,647. 206,432. 11,785.

TAX 33,814. 37,215. 3,401.

TAX BEFORE CREDITS 33,814. 37,215. 3,401.

CHILD TAX CR. AND CR. FOR OTH. DEP. 0. 2,500. 2,500. TAX AFTER NON-REFUNDABLE CREDITS 33,814. 34,715. 901. TOTAL TAX 33,814. 34,715. 901.

FED. INCOME TAX WITHHELD, FORM W-2 22,545. 26,644. 4,099. SCH. 8812 (ADD. CHILD TAX CREDIT) 2,000. 0. -2,000. TOTAL PAYMENTS 24,545. 26,644. 2,099.

FORM 2210/2210F (EST. TAX PENALTY) 0. 184. 184.

BALANCE DUE (INCLUDING 2210/2210F) 9,269. 8,255. -1,014. 219***-**-**-**

Perjury Statement (1040 and 1040NR)

Perjury Statement (104X)

Electronic Funds Withdrawal Consent

I am signing this Tax Return and Electronic Funds Withdrawal Consent, if applicable, by entering my Self-Select PIN below.

(enter EFIN plus 5 self-selected numerics)

I declare that the information contained in this electronic tax return is the information furnished to me by the taxpayer. If the taxpayer furnished me a completed tax return, I declare that the information contained in this electronic tax return is identical to that contained in the return provided by the taxpayer. If the furnished return was signed by a paid preparer, I declare I have entered the paid preparer's identifying information in the appropriate portion of this electronic return. If I am the paid preparer, under the penalties of perjury I declare that I have examined this electronic return, and to the best of my knowledge and belief, it is true, correct, and complete. This declaration is based on all information of which I have any knowledge. ERO's 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 the taxpayer) is based on all information of which the preparer has any knowledge. Under penalties of perjury, I declare that I have filed an original return and that I have examined this amended return, including accompanying schedules and statements, and to the best of my knowledge and belief, this amended return is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information about which the preparer has any knowledge.

I consent to allow my Intermediate Service Provider, transmitter, or Electronic Return Originator (ERO) to send my return/form to IRS and to receive the following information from IRS: a) an acknowledgment of receipt or reason for rejection of transmission; b) the reason for any delay in processing or refund; and, c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal

(direct debit) entry to the financial institution account indicated in the tax preparation software for payment of my Federal taxes owed on this return and/or payment of estimated tax, and the financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-***-**** no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. Taxpayer's PIN: Date

Spouse's PIN:

Tax Year 2022 e-file Jurat/Disclosure

for Form 1040 or 1040NR

using Practitioner PIN method

(with or without Electronic Funds Withdrawal)

ERO Declaration

ERO Signature

I am signing this Tax Return by entering my PIN below. Taxpayer Declarations

Perjury Statement

Consent to Disclosure

675********

109**-********

24162

112*****-****** 25333.000 2022.03030 HAND, ADAM 25333_01 1.1

218***-**-**-**

1019

Form

Department of the Treasury

Internal Revenue Service (99) For calendar year 2022, or other tax year beginning, 2022, ending, . Your name(s)

Your social security number Spouse's social security number Check here if you file Form 1040NR or 1040NR-EZ and did not receive wages as an employee subject to U.S. income tax withholding 1 4

6 Balance due.

2 3

DETACH HERE

Estimate of total tax liability for 2022 ~~ $

Total 2022 payments

Subtract line 5

from line 4

Amount you are paying

Check here if you are "out of the country" and a U.S. citizen or resident

Part I Identification Part II Individual Income Tax Application for Automatic Extension of Time

4868 To File U.S. Individual Income Tax Return 2022 L L

11111111111111111111111111111111111111111111111111111111111111111111 0.

ADAM K. HAND & KELLIE S. HAND

6126 TUDOR PL 0.

LINDEN, NC 28356 0.

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

253470952 UW HAND 30 0-202***-***

210***-**-**-**

11a

Tax. 2023 Tax Rate Schedules.

Caution:

Form 6251

Do not

11b

11c

12c

Total 2023 estimated tax.

12a

12b

equired annual payment to avoid a penalty. smaller Caution:

14a

Yes.

No.

14b

Yes.

No.

Form 1040-ES (2023)

Keep for Your Records

If you will have qualified dividends or a net capital gain, or expect to exclude or deduct foreign earned income or housing, see Worksheets 2-5 and 2-6 in Pub. 505 to figure the tax Generally, if you do not prepay (through income tax withholding and estimated tax payments) at least the amount on line 12c, you may owe a penalty for not paying enough estimated tax. To avoid a penalty, make sure your estimate on line 11c is as accurate as possible. Even if you pay the required annual payment, you may still owe tax when you file your return. If you prefer, you can pay the amount shown on line 11c. For details, see chapter 2 of Pub. 505. Adjusted gross income you expect in 2023 (see instructions) Deductions

¥ If you plan to itemize deductions, enter the estimated total of your itemized deductions.

¥ If you don't plan to itemize deductions, enter your standard deduction. If you can take the qualified business income deduction, enter the estimated amount of the deduction Add lines 2a and 2b Subtract line 2c from line 1 Figure your tax on the amount on line 3 by using the

Alternative minimum tax from Add lines 4 and 5. Add to this amount any other taxes you expect to include in the total on Form 1040 or 1040-SR, line 16 Credits (see instructions). include any income tax withholding on this line Subtract line 7 from line 6. If zero or less, enter -0- Self-employment tax (see instructions) Other taxes (see instructions) Add lines 8 through 10

Earned income credit, additional child tax credit, fuel tax credit, net premium tax credit, refundable American opportunity credit, and section 1341 credit

Subtract line 11b from line 11a. If zero or less, enter -0- Multiply line 11c by 90% (66 2/3% for farmers and fishermen) Required annual payment based on prior year's tax (see instructions) Enter the of line 12a or 12b

Income tax withheld and estimated to be withheld during 2023 (including income tax withholding on pensions, annuities, certain deferred income, etc.) Subtract line 13 from line 12c

Is the result zero or less?

Stop here. You are not required to make estimated tax payments. Go to line 14b.

Subtract line 13 from line 11c

Is the result less than $1,000?

Stop here. You are not required to make estimated tax payments. Go to line 15 to figure your required payment.

If the first payment you are required to make is due April 18, 2023, enter 1/4 of line 14a (minus any 2022 overpayment that you are applying to this installment) here, and on your estimated tax payment voucher(s) if you are paying by check or money order 2023 Estimated Tax Worksheet

pnmno

ADJUSTED TO: 11,560.

2,890.

112*****-****** 25333.000 2022.03030 HAND, ADAM 25333_01 3

Credit for other dependents

Department of the Treasury - Internal Revenue Service OMB No. 1545-0074

IRS Use Only - Do not write or staple in this space. Social security number Relationship to you Check the box if qualifies for (see instr.): Child tax credit

Single or Married

filing separately,

$12,950

Married filing

jointly or

Qualifying

surviving spouse,

$25,900

Head of

household,

$19,400

If you checked

any box under

Standard

Deduction,

see instructions.

Form (2022)

213***-**-**-**

Standard

Deduction for -

If more

than four

depend-

ents, see

instr. and

check

here

Your social security number

Spouse's social security number

Presidential Election Campaign

You Spouse

Yes No

Someone can claim:

Age/Blindness You: Spouse:

(2) (3) (4)

(1)

1040

Filing Status

Digital

Assets

Standard

Deduction

Dependents

Attach Form(s)

W-2 here. Also

attach Forms

W-2G and

1099-R if tax

was withheld.

total income

adjusted gross income

Standard deduction or itemized deductions

taxable income

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form

Married filing separately (MFS) Head of household (HOH) 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

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.

State

Foreign postal code

Were born before January 2, 1958 Are blind Was born before January 2, 1958 Is blind First name Last name

Taxable interest

Ordinary dividends

Taxable amount

Single Married filing jointly

Check only

one box.

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. ZIP code Foreign country name Foreign province/state/county At any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, 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

(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

If you did not

get a Form

W-2, see

instructions.

Other earned income (see instructions)

Nontaxable combat pay election (see instructions)

Add lines 1a through 1h

Attach

Sch. B if

required.

Tax-exempt interest ~~~

Qualified dividends

IRA distributions

Pensions and annuities

Social security benefits ~~

¥ 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

¥ Other 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 LHA

U.S. Individual Income Tax Return

Income

1040 2022

" "

STMT 1

ADAM K. HAND 253 47 0952

KELLIE S. HAND 246 51 4162

6126 TUDOR PL

LINDEN NC28356

ASHLIE L HAND ***-**-**** DAUGHTER X

NICOLE P HAND ***-**-**** DAUGHTER X

224,983.

7,349.

232,332.

25,900.

206,432.

112*****-****** 25333.000 2022.03030 HAND, ADAM 25333_01 8

Form 1040 (2022) Page

If you have a

qualifying child,

attach Sch. EIC.

Direct deposit?

See instructions.

Designee's

name

Phone

no.

Personal identification

number (PIN)

Protection PIN, enter it here

(see inst.)

Your signature Date Your occupation

Spouse's signature. If a joint return, must sign. Date Spouse's occupation If the IRS sent your spouse an Identity Protection PIN,

enter it here (see inst.)

Joint return?

See instructions.

Keep a copy for

your records.

Phone no. Email address

Preparer's name Preparer's signature Date PTIN

Self-employed

Phone no.

Firm's

name

Firm's EIN

Firm's

address

Form (2022)

213***-**-**-**

both

applied to your 2023 estimated tax

1040

Tax 1 2 3 16

25d

total tax

25a

25b

25c

total other payments and refundable credits 32

35a

total payments

overpaid

refunded to you.

amount you owe.

Yes. No

www.irs.gov/Payments

www.irs.gov/Form1040

(see instructions).

Add lines 27, 28, 29, and 31. These are your

Routing number

Account number

Complete below.

Check if:

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

2022 estimated tax payments and amount applied from 2021 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 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 Type: Checking Savings

Amount of line 34 you want

Subtract line 33 from line 24. This is the

For details on how to pay, go to or see instructions Estimated tax penalty (see instructions) Do you want to allow another person to discuss this return with the IRS? See instructions

Go to for instructions and the latest information. Tax and

Credits

Payments

Refund

Amount

You Owe

Third Party

Designee

Sign

Here

Paid

Preparer

Use Only

SEE STATEMENT 3

ADAM K. & KELLIE S. HAND ***-**-****

37,215.

2,500.

34,715.

26,644.

8,255.

184.

WILLIAM J. LINDSEY 770-***-**** 12345

MANAGEMENT

ADMINISTRATIVE ASSISTAN

adyly8@r.postjobfree.com

WILLIAM J. LINDSEY WILLIAM J. LINDSEY 04/15/23P00614593 LINDSEY, GREENWAY & MCINTIRE, LLC 770-***-****

10925 CRABAPPLE RD

ROSWELL, GA 300**-**-*******

112*****-****** 25333.000 2022.03030 HAND, ADAM 25333_01 9

Department of the Treasury

Internal Revenue Service

Attachment

Sequence No.

212***-**-**-**

OMB No.1545-0140

Form

Identifying number

stop; Don't

Don't

stop; Don't

Required annual payment. smaller

No. don't Don't E

Yes. don't

B, C, D

A E B, C, D aren't

file only page 1 of Form 2210.

waiver

annualized income installment method.

aren't B, C, D

Go to www.irs.gov/Form2210 for instructions and the latest information. Attach to Form 1040, 1040-SR, 1040-NR, or 1041.

Yes

Don't file Form 2210.

Yes don't Don't box E

Yes must B, C, D

No Yes

Don't file Form 2210. aren't

don't file Form 2210.

file only page 1 of

Form 2210.

don't

For Paperwork Reduction Act Notice, see separate instructions. 2210 Name(s) shown on tax return

Enter your 2022 tax after credits from Form 1040, 1040-SR, or 1040-NR, line 22. (See the instructions if not filing Form 1040.) Other taxes, including self-employment tax and, if applicable, Additional Medicare Tax and/or Net Investment Income Tax (see instructions) Other payments and refundable credits (see instructions) Current year tax. Combine lines 1, 2, and 3. If less than $1,000, you don't owe a penalty. file Form 2210 Multiply line 4 by 90% (0.90) Withholding taxes. include estimated tax payments. See instructions Subtract line 6 from line 4. If less than $1,000, you don't owe a penalty. file Form 2210 Maximum required annual payment based on prior year's tax (see instructions) Enter the of line 5 or line 8 Is line 9 more than line 6?

You owe a penalty. file Form 2210 unless box below applies. You may owe a penalty, but file Form 2210 unless one or more boxes in Part II below applies.

¥ If box or applies, you must figure your penalty and file Form 2210.

¥ If box or applies (but not or ), file only page 1 of Form 2210. You required to figure your penalty; the IRS will figure it and send you a bill for any unpaid amount. If you want to figure your penalty, you may use Part III as a worksheet and enter your penalty on your tax return, but You request a (see instructions) of your entire penalty. You must check this box and file page 1 of Form 2210, but you aren't required to figure your penalty.

You request a (see instructions) of part of your penalty. You must figure your penalty and waiver amount and file Form 2210. Your income varied during the year and your penalty is reduced or eliminated when figured using the You must figure the penalty using Schedule AI and file Form 2210. Your penalty is lower when figured by treating the federal income tax withheld from your income as paid on the dates it was actually withheld, instead of in equal amounts on the payment due dates. You must figure your penalty and file Form 2210. You filed or are filing a joint return for either 2021 or 2022, but not for both years, and line 8 above is smaller than line 5 above. You must file page 1 of Form 2210, but you required to figure your penalty (unless box or applies). Form (2022)

Complete lines 1 through 7 below. Is line 4 or line 7 less than

$1,000?

You don't owe a penalty.

Complete lines 8 and 9 below. Is line 6 equal to or more than line 9?

You owe a penalty. file Form 2210 unless in

Part II applies, then file page 1 of Form 2210.

You may owe a penalty. Does any box in Part II below apply? You file Form 2210. Does box or in Part II apply?

You must figure your penalty.

You aren't required to figure your

penalty because the IRS will figure it and send you a bill for any unpaid amount. If you want to figure it, you may use Part III You required to figure your penalty because the IRS will figure it and send you a bill for any unpaid amount. If you want to figure it, you may use Part III as a worksheet and enter your as a worksheet and enter your penalty amount on your tax return, but

penalty amount on your tax return, but Check applicable boxes. If none apply, file Form 2210. LHA

Part I Required Annual Payment

Part II Reasons for Filing.

Underpayment of Estimated Tax by

Individuals, Estates, and Trusts

Do You Have To File Form 2210?

2210

2022

L L

ADAM K. & KELLIE S. HAND ***-**-****

34,715.

31,244.

26,644.

8,071.

37,195.

31,244.

112*****-****** 25333.000 2022.03030 HAND, ADAM 25333_01 9.1

Add the amounts on lines 16 and 17 in the previous column 212***-**-**-**

(a) (b) (c) (d)

10 Required installments.

Don't file

Form 2210 unless you checked a box in Part II

17 Underpayment.

19 Penalty.

Don't file Form 2210 unless you checked a box in Part II 19 2210

Complete lines 12 through 18 of one column before going to line 12 of the next column. Form 2210 (2022) Page

4/15/22 6/15/22 9/15/22 1/15/23

If box C in Part II applies,

enter the amounts from Schedule AI, line 27.

Otherwise, enter 25% (0.25) of line 9, Form 2210, in each column. For fiscal year filers, see instructions ~~ Estimated tax paid and tax withheld (see the

instructions). For column (a) only, also enter the amount from line 11 on line 15, column (a). If line 11 is equal to or more than line 10 for all payment

periods, stop here; you don't owe a penalty.

Enter the amount, if any, from line 18 in the previous column

Add lines 11 and 12

Subtract line 14 from line 13. If zero or less, enter -0-. For column (a) only, enter the amount from line 11 ~~ If line 15 is zero, subtract line 13 from line 14. Otherwise, enter -0-

If line 10 is equal to or more than line

15, subtract line 15 from line 10. Then go to line 12 of the next column. Otherwise, go to line 18

Overpayment. If line 15 is more than line 10, subtract line 10 from line 15. Then go to line 12 of the next column Enter the total penalty from line 14 of the Worksheet for Form 2210, Part III, Section B - Figure the Penalty. Also include this amount on Form 1040, 1040-SR, or 1040-NR, line 38; or Form 1041, line 27.

Form (2022)

(See the instructions if you're filing Form 1040-NR.)

(Use the Worksheet for Form 2210, Part III, Section B - Figure the Penalty in the instructions.) Part III Penalty Computation

Payment Due Dates

Section A - Figure Your Underpayment

Section B - Figure the Penalty

ADAM K. & KELLIE S. HAND ***-**-****

7,811. 7,811. 7,811. 7,811.

6,661. 6,661. 6,661. 6,661.

6,661. 6,661. 6,661.

1,150. 2,300. 3,450.

6,661. 5,511. 4,361. 3,211.

0. 0.

1,150. 2,300. 3,450. 4,600.

184.

SEE ATTACHED WORKSHEET

112*****-****** 25333.000 2022.03030 HAND, ADAM 25333_01 9.2

212511

04-01-22

Name(s) Identifying Number

(A) (B) (C) (D) (E) (F)

Adjusted Number Days Daily

*Date Amount Balance Due Balance Due Penalty Rate Penalty

-0-

Penalty Due (Sum of Column F).

* Date of estimated tax payment, withholding

credit date or installment due date.

UNDERPAYMENT OF ESTIMATED TAX WORKSHEET

ADAM K. & KELLIE S. HAND ***-**-****

04/15/22 7,811. 7,811.

04/15/22 -6,661. 1,150. 61 .000109589 8.

06/15/22 7,811. 8,961.

06/15/22 -6,661. 2,300. 15 .000109589 4.

06/30/22 0. 2,300. 77 .000******-**.

09/15/22 7,811. 10,111.

09/15/22 -6,661. 3,450. 15 .000136986 7.

09/30/22 0. 3,450. 92 .000******-**.

12/31/22 0. 3,450. 15 .000******-**.

01/15/23 7,811. 11,261.

01/15/23 -6,661. 4,600. 90 .000******-**.

184.

112*****-****** 25333.000 2022.03030 HAND, ADAM 25333_01 9.3

203806

04-01-22

Part 1-

5. gain (or loss)

Part 2-

10.

11.

12.

13.

14.

15.

16.

(From Reduced Exclusion Worksheet)

You Your Spouse

2a.

NO.

YES.

Gain (or Loss) on Sale

Selling price of home

Selling expenses

Subtract line 2 from line 1

Adjusted basis of home sold.

Subtract line 4 from line 3. This is the on the sale. If this is a loss, stop here Exclusion and Taxable Gain

Enter any depreciation claimed on the property for periods after May 6, 1997. If none, enter zero Subtract line 6 from line 5. (If the result is less than zero, enter zero.) Aggregate number of days of nonqualified use after 12/31/08 Number of days taxpayer owned the property

Divide the amount on line 8 by the amount on line 9

Gain allocated to nonqualified use. (Line 7 multiplied by line 10) Gain eligible for exclusion. Subtract line 11 from line 7 Maximum exclusion

Enter the smaller of line 12 or line 13. This is your exclusion Subtract line 14 from line 5. This is your taxable gain

Enter the smaller of line 6 or line 15. Enter this amount on line 12 of the Unrecaptured Section 1250 Gain Worksheet for Schedule D Maximum amount

Enter the number of days that you used the property as a main home during the 5-year period ending on the date of sale

Enter the number of days that you owned the property during the 5-year period ending on the date of sale Enter the smaller of line 2a or 2b Have you (or your spouse if filing jointly) excluded gain from the sale of another home during the 2-year period ending on the date of this sale? Skip line 3 and enter the number of days from line 2c on line 4. Enter the number of days between the date of the most recent sale of another home on which you excluded gain and the date of sale of this home Enter the smaller of line 2c or 3

Divide the amount on line 4 by 730 days. Enter the result as a decimal Multiply the amount on line 1 by the decimal amount on line 5

Add the amounts in both columns of line 6. This is your reduced maximum exclusion. Enter it here and on Sale of Your Home Worksheet, line 13 Reduced Exclusion Worksheet

Selling Expenses Adjusted Basis of Home Sold

Sale of Your Home

375,000.

220,656.

154,344.

500,000.

154,344.

COST BASIS 220,656.

TOTAL TO LINE 4 220,656.

112*****-****** 25333.000 2022.03030 HAND, ADAM 25333_01 9.4

Department of the Treasury

Internal Revenue Service

203***-**-**-**

Your social security number

Schedule 8812 (Form 1040) 2022

OMB No. 1545-0074

Attachment

Sequence No.

Name(s) shown on return

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

Go to www.irs.gov/Schedule8812 for instructions and the latest information. 1 1

4 4

Caution:

No. STOP.

Yes.

Credit Limit Worksheet A

This is your child tax credit and credit for other dependents Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 19. additional child tax credit

For Paperwork Reduction Act Notice, see your tax return instructions. Number of qualifying children under age 17 with the required social security number Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR Enter income from Puerto Rico that you excluded

Enter the amounts from lines 45 and 50 of your Form 2555 Enter the amount from line 15 of your Form 4563

Add lines 2a through 2c

Add lines 1 and 2d

Multiply line 4 by $2,000 Number of other dependents, including any qualifying children who are not under age 17 or who do not have the required social security number Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S. resident alien. Also, do not include anyone you included on line 4. Multiply line 6 by $500

Add lines 5 and 7

Enter the amount shown below for your filing status.

¥ Married filing jointly - $400,000

¥ All other filing statuses - $200,000 Subtract line 9 from line 3.

¥ If zero or less, enter -0-.

¥ If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc. Multiply line 10 by 5% (0.05) Is the amount on line 8 more than the amount on line 11? You cannot take the child tax credit, credit for other dependents, or

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