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This Product Contains Sensitive Taxpayer Data

Account Transcript

Request Date: 12-03-2024
Response Date: 12-03-2024
Tracking Number:107036338639
FORM NUMBER:1040
TAX PERIOD:Dec. 31, 2021
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:18,565.31
ACCRUED INTEREST:3,088.34AS OF:Dec. 23, 2024
ACCRUED PENALTY:741.82AS OF:Dec. 23, 2024
ACCOUNT BALANCE PLUS ACCRUALS
(this is not a payoff amount):
22,395.47
** INFORMATION FROM THE RETURN OR AS ADJUSTED **
EXEMPTIONS:03
FILING STATUS:Married Filing Joint
ADJUSTED GROSS INCOME:238,869.00
TAXABLE INCOME:204,995.00
TAX PER RETURN:37,241.00
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. 24, 2022
PROCESSING DATEDec. 12, 2022

TRANSACTIONS

CODEEXPLANATION OF TRANSACTIONCYCLE DATEAMOUNT
150Tax return filed2022470412-12-2022$37,241.00
n/a29221-306-04003-2
806W-2 or 1099 withholding04-15-2022-$18,756.00
460Extension of time to file tax return ext. Date 10-15-202203-30-2022$0.00
766Credit to your account04-15-2022-$2,000.00
176Penalty for not pre-paying tax
12-12-2032
2022470412-12-2022$120.11
166Penalty for filing tax return after the due date
12-12-2032
2022470412-12-2022$741.82
276Penalty for late payment of tax2022470412-12-2022$659.40
196Interest charged for late payment2022470412-12-2022$558.98
971Notice issued
CP 0014
12-12-2022$0.00
971Tax period blocked from automated levy program01-09-2023$0.00
960Appointed representative10-10-2024$0.00
960Appointed representative10-24-2024$0.00
971Installment agreement established11-21-2024$0.00

This Product Contains Sensitive Taxpayer Data