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Click here or scroll down to respond to this candidateYoull receive up to a $20 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 $Street Address . Win-win.Referand earnup to $Street Address .Check your email for details on howto start referring and earning.Derri Williams02/08/23YOUR TAX PROFESSIONAL TODAY:Sherri KirkwoodPHONE NUMBER AVAILABLE500 N Galloway Ste 58Mesquite, TX, 75149WERE OPEN YEAR-ROUND:Call PHONE NUMBER AVAILABLEVisit 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: $310.00Other Fee(s): $40.00Federal Refund Transfer : $39.00Total: $389.00WHAT YOU CAN EXPECT:Federal Refund : $8,098.00Total 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 PHONE NUMBER AVAILABLE 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 800-304-3107 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 PHONE NUMBER AVAILABLE 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 Williams02/08/23FEDERAL TAX RETURN SUMMARY 2022Income 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 $0Refunds of state and local taxes: $0 $0 $0Business income or (loss) (Schedule C): $0 $0 $0Capital gain or (loss) (Schedule D): $0 $0 $0Other gains or (losses) (Form 4797): $0 $0 $0IRA distributions and pension income: $0 $0 $0Rental real estate, partnerships, estates, etc.(Schedule E):$0 $0 $0Farm income or (loss) (Schedule F): $0 $0 $0Unemployment compensation: $0 $0 $0Taxable social security income: $0 $0 $0Other income: $0 $0 $0Total income: $26,264 $10,813 $15,451AdjustmentsStudent loan interest deduction: $0 $0 $0Domestic production activities deduction: $0 $0 $0 IRA contributions: $0 $0 $0Deductible part of self-employment tax: $0 $0 $0Self-employed health insurance: $0 $0 $0Self-employed SEP, SIMPLE, and qualified plans: $0 $0 $0 Other adjustments: $0 $0 $0Charitable contributions if taking standard deduction: $0 N/A $0 Total Adjustments: $0 $0 $0Adjusted Gross Income (AGI)This is your total income less total adjustments: $26,264 $10,813 $15,451 DeductionsItemized/Standard Deductions: $19,400 $12,550 $6,850 Medical and dental expenses: $0 $0 $0Taxes paid: $652 $0 $652Interest paid: $0 $0 $0Gifts to charity: $0 $0 $0Casuality and theft losses: $0 $0 $0Other miscellaneous deductions: $0 $0 $0Qualified business income deduction: $0 $0 $0Tax ComputationTax: $0 $0 $0Alternative minimum tax: $0 $0 $0Excess Advance Premium Tax Credit Repayment: $0 $0 $0 Other TaxesSelf-employment tax: $0 $0 $0Other Taxes: $0 $0 $0Total Taxes: $0 $0 $0CreditsWe're Open All Year! Call 800-HRBLOCK PHONE NUMBER AVAILABLE 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 Williams02/08/23Child and other dependents tax credit: $0 $0 $0Foreign tax credit: $0 $0 $0Child Care Credit: $0 $0 $0Other Credits: $0 $0 $0Total Credits: $0 $0 $0PaymentsFederal income tax withheld: $228 $377 ($149)Estimated payments: $0 $0 $0Earned Income Credit: $4,870 $5,980 ($1,110)Additional Child Tax Credit: $3,000 $3,300 ($300)Recovery rebate credit: $0 N/A $0Qualified sick and family leave credit: $0 N/A $0Deferral for certain Schedule H or Schedule SE filers: $0 N/A $0 Other Payments: $0 $0 $0Total Payments: $8,098 $9,657 ($1,559)RefundAmount overpaid: $8,098 $9,657 ($1,559)Overpayment applied to next year: $0 $0 $0Refund: $8,098 $9,657 ($1,559)Amount Due: $0 $0 $0Penalty: $0 $0 $0Other ComputationsFiling Status: HOHHead of Household TaxBracket$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 taxesWe're Open All Year! Call 800-HRBLOCK PHONE NUMBER AVAILABLE 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. hrblock.com/myblockWe stand behindour work.Well get you the largest refundto which youre entitled or yourtax preparation is free. No onecan get you a bigger refund thanH&R Block - guaranteed.Maximum RefundGuarantee1100% AccuracyGuaranteeIf we make an error on yourreturn, well pay any penaltiesand interest due to our error.Tax NoticeServices2If we made an error on your taxreturn, well address the resultingletter at no additional cost.OBTP#B13696 2019 HRB Tax Group, Inc.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 statusView your tax returnsReview your tax checklistShare tax docs with your Tax ProAccess your Emerald CardGo paperless with digital docsWere hereall year.Our experienced tax pros areavailable by appointment tohelp in person all year long.Call 800-HRBLOCKPHONE NUMBER AVAILABLE or visithrblock.com to schedulean appointment.Log in to your personalized MyBlock accountanytime, anywhere, to:24/7 access to your infoDerri!Here are your personalized tax tips to consider:Reduce your out of pocket childcarecostsIf your employer offers dependent carebenefits, you may be able to pay for up to$5,000 of child care costs with wages that arenot subject to tax. If you dont have access tothis employer benefit, you may claim a creditup to $1,050 for childcare expenses for onequalifying individual or $2,100 for two or morequalifying individuals.Save for college with a 529 planAnyone can contribute to a 529 plan for yourchild, including grandparents or family friends.Contributions grow and remain tax-free whenused to pay for qualified educational expensessuch as room and board, books and supplies.Although there is no annual limit to what youcan contribute, giving more than $16,000 to asingle person has gift tax reporting implications. Claim tax benefits for qualifyingrelativesSince you are providing significant financialsupport for parents or other relatives, you maybe able to deduct qualified medical expensesyou pay on their behalf. If your employer offersdependent care benefits you may be able topay for up to $5,000 of care expenses for yourdependent while youre at work with wages thatare 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 INC500 N GALLOWAY STE 58MESQUITE TX 75149PHONE NUMBER AVAILABLE02-08-2023DERRI WILLIAMSINSTRUCTIONS 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 INCBROADMOOR PLAZA SHOP CTR500 N GALLOWAY STE 58MESQUITE TX 75149Phone: PHONE NUMBER AVAILABLEFebruary 8, 2023 Page 1DERRI WILLIAMS Tax Prof Name: Sherri Kirkwood1325 WOODCREST DR Office number: 40905MESQUITE TX-75149FederalChild Tax Credit $45.00Additional Child Tax Credit $45.00Earned Income Credit $45.00Family $175.00Federal Sub Total $310.00ProductsPeace Of Mind $40.00Federal RT $39.00Subtotal Adjustments,Discounts and Products $79.00 Total Fees $389.00Your 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 FormWere born before January 2, 1958 Are blindYou as a dependentSpouse itemizes on a separate return or you were a dual-status alien Was born before January 2, 1958 Is blindYour spouse as a dependentIf joint return, spouse's first name and middle initial Last name Spouse's social security number Credit for otherChild tax credit(4) Check the box if qualifies(2) Social security (3) Relationship(1) First name Last nameDependents (see instructions):City, town, or post office. If you have a foreign address, also complete spaces below. You SpouseCheck here if you, or yourHome 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. dependentsFiling Status Single Married filing jointlyCheck onlyone 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 $3to go to this fund. Checking abox below will not changeForeign country name Foreign province/state/county Foreign postal code StandardDeductionAge/BlindnessSomeone can claim:You: Spouse:3a2aQualified dividendsTax-exempt interestTotal amount from Form(s) W-2, box 1 (see instructions) 3a2a1a6b5b4b3b2b1aTaxable amountTaxable amountTaxable amountTaxable interestbbbbb6a5a4aSocial security benefitsPensions and annuitiesIRA distributions6a5a4aSingle or MarriedDeduction for-Standard13987Add lines 12 and 13Qualified 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 26Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income Other income from Schedule 1, line 10Capital gain or (loss). Attach Schedule D if required. If not required, check here 141312111098715 Subtract line 14 from line 11. If zero or less, enter -0-. taxable income filing separately,$12,950Married filingjointly orsurviving spouse,$25,900QualifyingHead ofhousehold,$19,400If you checkedany box underStandardDeduction,see instructions.Ordinary dividendsAt any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, Yes Nonumber to youIf morethan fourdependents,see instructionsand checkhereAttachSch. B ifrequired.1415State ZIP codeyour tax or refund.1011exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) for (see inst.):Incomeb 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 6h Other earned income (see instructions)i Nontaxable combat pay election (see instructions) z Add lines 1a through 1h1b1c1d1e1f1g1h1z1iAttach Form(s)W-2 here. Alsoattach FormsW-2G and1099-R if taxwas withheld.If you did notget a FormW-2, seeinstructions.c If you elect to use the lump-sum election method, check here (see instructions) This is your12DigitalAssetsXXXXDERRI D WILLIAMS XXX-XX-XXXX1325 WOODCREST DRMESQUITEDAUGHTERDAUGHTER479-97-9621662-18-0223DELILAHHEAVEN WILLIAMSWILLIAMS19,40026,26426,26426,2646,864TX 7514926,26419,400Form 1040 (2022)Account numberDirect deposit? Routing number c Type: Checking Savings RefundForm 1040 (2022)FDA 22 1040S2 BWF 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. 1621 2 3Go 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 identificationDesigneename no. number (PIN)SignHereUnder 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 signatureJoint return?See instructions.Spouse's signature. If a joint return, both must sign. Date DateKeep a copy forYour occupationSpouse's occupationFirm's EINPreparer's name Preparer's signature PTINPaidIf the IRS sent you an IdentityProtection PIN, enterit here (see inst.)Check if:PreparerUse OnlyPhone no.Self-employedFirm's nameFirm's addressTax (see instructions). Check if any from Form(s): PHONE NUMBER AVAILABLE Amount from Schedule 2, line 3 17Add lines 16 and 17Child tax credit or credit for other dependents from Schedule 8812 19 Amount from Schedule 3, line 8 20Add lines 19 and 20Subtract line 21 from line 18. If zero or less, enter -0- 2122Other taxes, including self-employment tax, from Schedule 2, line 21 Add lines 22 and 23. This is yourEarned income credit (EIC)2327American opportunity credit from Form 8863, line 8 Add lines 27, 28, 29, and 31. These are your 32Add lines 25d, 26, and 32. These are your 33If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you Amount of line 34 you want3435a3435aSee instructions.bd36 Amount of line 34 you want 36AmountYou Owe37 Subtract line 33 from line 24. This is the amount you owe. 3738 38Noyour records.Phone no. Email addressIf the IRS sent your spouse an IdentityProtection PIN, enterit here (see inst.)DateIf you have ainstructionsqualifyingchild, attachSch. EIC.total taxtotal other payments and refundable creditstotal paymentsoverpaidapplied to your 2023 estimated taxrefunded to you. If Form 8888 is attached, check here 181718192021222324 2425 Federal income tax withheld from:abcd26Form(s) W-2Form(s) 1099Other forms (see instructions)Add lines 25a through 25c2022 estimated tax payments and amount applied from 2021 return 2725d26Amount from Schedule 3, line 15282930313233Estimated tax penalty (see instructions)2829303125a25b25cPageTax andCreditsPaymentsAdditional child tax credit from Schedule 8812Reserved for future useFor details on how to pay, go to www.irs.gov/Payments or see instructions XX8,0983,0004,870PHONE NUMBER AVAILABLE1 0 1 0 8 9 7 4 28,0988,098WILLIAMS 438-55-67007,870DISHWASHER431871840SHERRI KIRKWOOD P00658378943667HRB TAX GROUP INC PHONE NUMBER AVAILABLE500 N GALLOWAY STE 58MESQUITE TX 7514968802-08-2023PHONE NUMBER AVAILABLE EMAIL AVAILABLE688688688228228SCHEDULE EICEarned Income CreditOMB No. 1545-0074(Form 1040)Qualifying Child InformationComplete 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. 43Name(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 PHONE NUMBER AVAILABLE 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 nameIf you have more than three qualifyingchildren, you have to list only three to getthe maximum credit.2 Child's SSNThe child must have an SSN as defined inthe instructions for Form 1040, line 27,unless the child was born and died in 2022or you are claiming the self-only EIC (seeinstructions). If your child was born anddied in 2022 and did not have an SSN,enter ``Died'' on this line and attach a copyof the child's birth certificate, deathYear Year YearIf 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 of2022, 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 totallydisabled 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 livedwith you in the United Statesduring 2022If the child lived with you for more than half of2022 but less than 7 months, enter ``7."If the child was born or died in 2022 andyour 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.!CAUTIONcertificate, or hospital medical recordsIf 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, and3 Child's year of birthYou 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 aDERRI D WILLIAMS 438-55-6700HEAVEN DELILAHPHONE NUMBER AVAILABLE212008 2016DAUGHTER DAUGHTER12 12WILLIAMS WILLIAMSSCHEDULE 8812 OMB No. 1545-0074(Form 1040)Credits for Qualifying ChildrenAttach 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. 47Name(s) shown on return Your social security number 12a2dEnter income from Puerto Rico that you excluded3 32bresident alien. Also, do not include anyone you included on line 4. 7 Multiply line 6 by $500Enter the amount shown below for your filing status. 8 8For 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 14 Number of qualifying children under age 17 with the required social security no. Multiply line 4 by $2,000 5Enter the amount from line 15 of your Form 4563Add lines 2a through 2cand Other DependentsbcdAdd lines 1 and 2d52cCaution: 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 79Married filing jointly--$400,000All other filing statuses--$200,00010 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. 4791011121112Multiply 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 2aNo. 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. 1314If 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 XDERRI D WILLIAMS 438-55-670026,264226,2644,0004,000200,0006886884,000Part II-APage 2Additional Child Tax Credit for All FilersCaution: 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 theEarned 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 b1718ab1920(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 Credit262524232221Next, enter the smaller of line 17 or line 26 on line 27. Enter the larger of line 20 or line 25Subtract 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 andAdd lines 21 and 22Medicare 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 262524232221Part 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 16a16b172018a1918bsmaller of line 16a or line 16bSchedule 8812 (Form 1040) 202215 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 27Enter -0- on line 27Subtract line 14 from line 12. If zero,Enter the result. If zero,XX23,3123,0003,00026,26423,7643,565WILLIAMS 438-55-67003,000OMB No. 1545-0074Form 8867 Paid Preparer's Due Diligence ChecklistTo be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or Department of the Treasury AttachmentInternal 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 nameDue Diligence Requirements1 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.) 2345Did 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 |
