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This Product Contains Sensitive Taxpayer Data

Account Transcript

Request Date: 12-03-2024
Response Date: 12-03-2024
Tracking Number:107036338725
FORM NUMBER:1040
TAX PERIOD:Dec. 31, 2020
TAXPAYER IDENTIFICATION NUMBER:  XXX-XX-2329
SPOUSE TAXPAYER IDENTIFICATION NUMBER:  XXX-XX-8531
MICH & ELIZ CONN
952 BR
<<<<POWER OF ATTORNEY/TAX INFORMATION AUTHORIZATION (POA/TIA) ON FILE>>>>
--- ANY MINUS SIGN SHOWN BELOW SIGNIFIES A CREDIT AMOUNT ---
ACCOUNT BALANCE:19,755.02
ACCRUED INTEREST:4,682.68AS OF:Dec. 23, 2024
ACCRUED PENALTY:748.77AS OF:Dec. 23, 2024
ACCOUNT BALANCE PLUS ACCRUALS
(this is not a payoff amount):
25,186.47
** INFORMATION FROM THE RETURN OR AS ADJUSTED **
EXEMPTIONS:03
FILING STATUS:Married Filing Joint
ADJUSTED GROSS INCOME:266,153.00
TAXABLE INCOME:230,441.00
TAX PER RETURN:41,817.00
SE TAXABLE INCOME TAXPAYER:0.00
SE TAXABLE INCOME SPOUSE:0.00
TOTAL SELF EMPLOYMENT TAX:0.00
RETURN DUE DATE OR RETURN RECEIVED DATE (WHICHEVER IS LATER)Oct. 20, 2021
PROCESSING DATEJul. 04, 2022

TRANSACTIONS

CODEEXPLANATION OF TRANSACTIONCYCLE DATEAMOUNT
150Tax return filed2022240507-04-2022$41,817.00
n/a18221-129-63318-2
806W-2 or 1099 withholding04-15-2021-$19,015.00
290Additional tax assessed
00-00-0000
2020200506-01-2020$0.00
n/a16254-999-05099-0
460Extension of time to file tax return ext. Date 10-15-202104-15-2021$0.00
176Penalty for not pre-paying tax
07-04-2032
2022240507-04-2022$324.75
276Penalty for late payment of tax2022240507-04-2022$1,596.14
196Interest charged for late payment2022240507-04-2022$851.34
971Notice issued
CP 0014
07-04-2022$0.00
971Tax period blocked from automated levy program11-07-2022$0.00
706Credit transferred in from
1040 202312
04-15-2024-$4,019.21
971Notice issued
CP 0039
08-26-2024$0.00
960Appointed representative10-10-2024$0.00
960Appointed representative10-24-2024$0.00
670Payment

1040 201812
07-01-2024-$1,800.00
971Installment agreement established11-21-2024$0.00

This Product Contains Sensitive Taxpayer Data