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This Product Contains Sensitive Taxpayer Data

Account Transcript

Request Date: 03-12-2024
Response Date: 03-12-2024
Tracking Number:105680932083
FORM NUMBER:1040
TAX PERIOD:Dec. 31, 2021
TAXPAYER IDENTIFICATION NUMBER:  XXX-XX-2163
SPOUSE TAXPAYER IDENTIFICATION NUMBER:  XXX-XX-1048
MICH S LERM & BARB MENC
--- ANY MINUS SIGN SHOWN BELOW SIGNIFIES A CREDIT AMOUNT ---
ACCOUNT BALANCE:11,590.04
ACCRUED INTEREST:1,546.00AS OF:Mar. 25, 2024
ACCRUED PENALTY:1.66AS OF:Mar. 25, 2024
ACCOUNT BALANCE PLUS ACCRUALS
(this is not a payoff amount):
13,137.70
** INFORMATION FROM THE RETURN OR AS ADJUSTED **
EXEMPTIONS:03
FILING STATUS:Married Filing Joint
ADJUSTED GROSS INCOME:412,642.00
TAXABLE INCOME:387,542.00
TAX PER RETURN:88,275.00
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)Apr. 15, 2022
PROCESSING DATEMay  16, 2022

TRANSACTIONS

CODEEXPLANATION OF TRANSACTIONCYCLE DATEAMOUNT
150Tax return filed2022170505-16-2022$88,275.00
n/a32211-511-80211-2
806W-2 or 1099 withholding04-15-2022-$75,949.00
290Additional tax assessed
00-00-0000
2021110504-05-2021$0.00
n/a30254-999-05011-1
290Additional tax assessed
00-00-0000
2021120504-12-2021$0.00
n/a30254-999-05011-1
971Notice issued
L6416
05-24-2021$0.00
766Credit to your account07-19-2021-$167.00
846Refund issued07-15-2021$167.00
290Additional tax assessed
00-00-0000
2021260507-19-2021$0.00
n/a30254-999-05031-1
971Notice issued
LETTER6417
07-01-2021$0.00
290Additional tax assessed
00-00-0000
2021300508-16-2021$0.00
n/a30254-999-05011-1
766Credit to your account08-23-2021-$167.00
846Refund issued08-13-2021$167.00
290Additional tax assessed
00-00-0000
2021310508-23-2021$0.00
n/a30254-999-05032-1
766Credit to your account09-20-2021-$167.00
846Refund issued09-15-2021$167.00
290Additional tax assessed
00-00-0000
2021350509-20-2021$0.00
n/a30254-999-05033-1
766Credit to your account10-25-2021-$166.00
846Refund issued10-15-2021$166.00
290Additional tax assessed
00-00-0000
2021400510-25-2021$0.00
n/a30254-999-05034-1
766Credit to your account11-22-2021-$167.00
846Refund issued11-15-2021$167.00
290Additional tax assessed
00-00-0000
2021440511-22-2021$0.00
n/a30254-999-05035-1
740Undelivered refund returned to IRS10-25-2021-$166.00
767Reduced or removed credit to your account10-25-2021$166.00
766Credit to your account12-20-2021-$332.00
846Refund issued12-15-2021$332.00
290Additional tax assessed
00-00-0000
2021480512-20-2021$0.00
n/a30254-999-05036-1
740Undelivered refund returned to IRS12-20-2021-$332.00
767Reduced or removed credit to your account12-20-2021$332.00
766Credit to your account04-15-2022-$682.00
276Penalty for late payment of tax2022170505-16-2022$106.42
196Interest charged for late payment2022170505-16-2022$39.62
971Notice issued
CP 0011
05-16-2022$0.00
971Installment agreement established05-28-2022$0.00
971Tax period blocked from automated levy program10-02-2023$0.00
971No longer in installment agreement status09-25-2023$0.00
971Pending installment agreement09-18-2023$0.00
670Payment


10-18-2023-$200.00
960Appointed representative10-25-2023$0.00
582Lien placed on assets due to balance owed11-17-2023$0.00
971Issued notice of lien filing and right to Collection Due Process hearing11-24-2023$0.00
971Installment agreement established12-14-2023$0.00

This Product Contains Sensitive Taxpayer Data