Tax Return Transcript Summary (Form 1040)
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This Product Contains Sensitive Taxpayer Data
Form 1040 Tax Return Transcript
Request Date: 11-14-2025
Response Date: 11-14-2025
Tracking Number: 109*********
SSN provided: XXX-XX-7527
Report for Tax Period Ending: 12-31-2023
The following items reflect the amount as shown on the return, and the amount as adjusted, if applicable. They do not show subsequent activity on the account.
SSN: XXX-XX-7527
Spouse SSN:
RACH PIER JERO
4490 S
Filing status: Unmarried Head of household
Form number: 1040
Cycle posted: 20241502
Received date: 04-15-2024
Payment: $0.00
Exemption number: 02
Other dependent credit total eligible per computer: 1 Other dependent credit total eligible verified: 0
Dependent 1 Name control: LAUR
Dependent 1 SSN: XXX-XX-6510
PTIN:
Preparer EIN:
Income
Total wages: $29,330.00
Form W-2 wages: $29,330.00
Taxable interest income (Schedule B): $0.00
Tax-exempt interest: $0.00
Ordinary dividend income (Schedule B): $0.00
Qualified dividends: $0.00
Refunds of state/local taxes: $0.00
Alimony received: $0.00
Business income or loss (Schedule C): $0.00
Business income or loss (Schedule C) per computer: $0.00 Capital gain or loss (Schedule D): $0.00
Capital gains or loss (Schedule 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: $0.00
Additional income per computer: $0.00
Refundable credits per computer: $3,754.00
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
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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 Self-employment income per computer: $0.00 Schedule EIC earned income per computer: $29,330.00 Schedule EIC disqualified income per computer: $0.00 Excess advance child tax credit per computer: $0.00 Primary economic impact payment 2: $0.00
Secondary economic impact payment 2: $0.00
Primary advanced child tax credit payments: $0.00
Secondary advanced child tax credit payments: $0.00 Additional child tax credit earned income: $0.00
EIC prior year earned income: $0.00
Qualified business income deduction: $0.00
Form 8995 qualified business income deduction computer: $0.00 Form 8995 net capital gains computer: $0.00
Primary economic impact payment: $0.00
Secondary economic impact payment: $0.00
Scholarship/Fellowship grant: $0.00
Total income: $29,330.00
Total income per computer: $29,330.00
Adjustments to Income
Educator expenses: $0.00
Educator expenses per computer: $0.00
Reservist and other business expense: $0.00
Health Savings Account deduction: $0.00
Health Savings Account deduction per computer: $0.00 Moving expenses (Form 3903): $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-employment health insurance 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: $29,330.00
Adjusted gross income per computer: $29,330.00
Tax and Credits
65 or over: No
Blind: No
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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: $8,530.00
Exemption amount per computer: $0.00
Taxable income: $8,530.00
Taxable income per computer: $8,530.00
Total positive income per computer: $29,330.00
Tentative tax: $853.00
Tentative tax per computer: $853.00
Form 8814 additional tax amount: $0.00
Tax on income less Social Security 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: $853.00
Education credit per computer: $853.00
Gross education credit per computer: $1,500.00
Retirement savings contribution credit: $0.00
Retirement savings contribution credit per computer: $0.00 Total retirement savings contribution (Form 8880
computer): $0.00
Residential clean energy credit: $0.00
Residential clean energy credit per computer: $0.00 Child and other dependent credit: $0.00
Child and other dependent credit per computer: $0.00 Adoption credit (Form 8839): $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 year minimum tax credit (Form 8801): $0.00
Prior year minimum tax credit (Form 8801) per computer: $0.00 Earlier year income repayment credit: $0.00
Clean vehicle credit: $0.00
Clean vehicle credit per computer: $0.00
Form 8910 alternative motor vehicle credit amount: $0.00 Form 8910 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
Health coverage tax credit (Form 8885): $0.00
Recovery rebate credit verified: $0.00
Other credits: $0.00
Total credits: $853.00
Total credits per computer: $853.00
Income tax after credits per computer: $0.00
Advanced manufacturing credit per computer: $0.00
Advanced manufacturing invest credit per computer: $0.00 Clean hydrogen production credit per computer: $0.00 Page 4/6
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
Self employment tax: $0.00
Self employment 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 Form 5329 (PR): $0.00
Tax on qualified plans Form 5329 per computer: $0.00 Individual Retirement Account File (IRAF) tax per
computer: $0.00
Taxpayer tax figures (reduced by IRAF) per computer: $0.00 Individual Master File (IMF) total tax (reduced by IRAF) per computer: $0.00
Total other taxes per computer: $0.00
Unpaid Federal Insurance Contributions Act (FICA) on reported tips: $0.00
Form 8959 additional Medicare tax: $0.00
Form 8960 net investment income tax: $0.00
Interest on deferred tax: $0.00
Total other taxes: $0.00
Recapture tax (Form 8611): $0.00
Household employment taxes: $0.00
Household employment taxes per computer: $0.00
Interest due on installment: $0.00
Schedule 8812 additional tax computer: $0.00
Refundable child care computer: $0.00
Health coverage recapture (Form 8885): $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: $0.00
Total tax liability taxpayer figures: $0.00
Total tax liability taxpayer figures per computer: $0.00 Payments
Federal income tax withheld: $2,815.00
Schedule 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: $3,754.00
Earned income credit: $2,754.00
Earned income credit per computer: $2,754.00
Nontaxable combat pay: $0.00
Schedule 8812 nontaxable combat pay: $0.00
Excess Social Security & Railroad Retirement Tax Act
(RRTA) tax withheld: $0.00
Schedule 8812 total Social Security/Medicare withheld: $0.00 Schedule 8812 additional child tax credit: $0.00
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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: $0.00
Form 4136 credit for federal tax on fuels per computer: $0.00 Section 965 tax installment: $0.00
Section 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 amount: $0.00 Secondary NAP first time home buyer installment amount: $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: $6,569.00
Total payments per computer: $6,569.00
Refund or Amount Owed
Refund amount: -$6,569.00
Estimated tax credit applied to next year: $0.00
Estimated tax penalty: $0.00
Tax on income less state refund per computer: $0.00 Balance due/overpayment using taxpayer figure per
computer: -$6,569.00
Balance due/overpayment using computer figures: -$6,569.00 Form 8888 total refund per computer: $0.00
Third Party Designee
Third party designee ID number:
Authorization indicator: No
Third party designee name:
Schedule EIC - Earned Income Credit
Qualified EIC dependents: 1
Child 1
Child's name control: LAUR
SSN: XXX-XX-6510
Schedule EIC qualifying: No
Year of birth:
Student/disabled: No
Number of months child lived with you: 08
Child's relationship to you: son or daughter
Child 2
Child's name control:
SSN:
Year of birth:
Student/disabled: No
Number of months child lived with you:
Child's relationship to you:
no relationship indicated or
determination can be made
Child 3
Child's name control:
SSN:
Year of birth:
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Student/disabled: No
Number of months child lived with you:
Child's relationship to you:
no relationship indicated or
determination can be made
Form 8863 - Education Credits (American Opportunity and Lifetime Learning Credits) Part I - Education Credits
Student 1 name control: PIER
Student 1 Social Security Number (SSN): XXX-XX-7527 Student 2 name control:
Student 2 Social Security Number (SSN):
Student 3 name control:
Student 3 Social Security Number (SSN):
Tentative credit amount: $2,500.00
Part II - Lifetime Learning Credits
Total lifetime learning credit qualified expense: $0.00 Educational institution federal identification (ID) number student 1: XXXXX7082
Second educational institution federal ID number,
student 1: XXXXX0000
Educational institution federal ID number student 2: XXXXX0000 Second educational institution federal ID number student 2: XXXXX0000
Educational institution federal ID number student 3: XXXXX0000 Second educational institution federal ID number student 3: XXXXX0000
Prior year HOPE scholarship or American Opportunity Tax Credit (AOTC) 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 AOTC 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 AOTC 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: Total lifetime learning credit qualified expenses per computer: $0.00
Part III - Allowable Education Credits
Gross education credit per computer: $1,500.00
Total education credit amount: $853.00
Total education credit amount per computer: $853.00 This Product Contains Sensitive Taxpayer Data
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