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This Product Contains Sensitive Taxpayer Data

Tax Return Transcript

Request Date: 10-24-2023
Response Date: 10-24-2023
Tracking Number: 105110422299

SSN Provided:XXX-XX-2163
Tax Period Ending:Dec. 31, 2021

The following items reflect the amount as shown on the return (PR), and the amount as adjusted (PC), if applicable. They do not show subsequent activity on the account.

SSN: XXX-XX-2163
SPOUSE SSN: XXX-XX-1048
NAME(S) SHOWN ON RETURN: MICH S LERM & BARB MENC
ADDRESS: 8715 H

FILING STATUS: Married Filing Joint
FORM NUMBER: 1040
CYCLE POSTED: 20221705
RECEIVED DATE: Apr.15, 2022
REMITTANCE: $0.00
EXEMPTION NUMBER: 3
DEPENDENT 1 NAME CTRL: URIO
DEPENDENT 1 SSN: XXX-XX-5675
DEPENDENT 2 NAME CTRL:
DEPENDENT 2 SSN:
DEPENDENT 3 NAME CTRL:
DEPENDENT 3 SSN:
DEPENDENT 4 NAME CTRL:
DEPENDENT 4 SSN:
PTIN: XXX-XX-9041
PREPARER EIN: XX-XXX7927

Income
WAGES, SALARIES, TIPS, ETC: $355,582.00
TAXABLE INTEREST INCOME: SCH B: $0.00
TAX-EXEMPT INTEREST: $1.00
ORDINARY DIVIDEND INCOME: SCH B: $236.00
QUALIFIED DIVIDENDS: $231.00
REFUNDS OF STATE/LOCAL TAXES: $0.00
ALIMONY RECEIVED: $0.00
BUSINESS INCOME OR LOSS (Schedule C): $0.00
BUSINESS INCOME OR LOSS: SCH C PER COMPUTER: $0.00
CAPITAL GAIN OR LOSS: (Schedule D): $56,824.00
CAPITAL GAINS OR LOSS: SCH D PER COMPUTER: $56,824.00
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: $682.00
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
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 SE INCOME PER COMPUTER: $0.00
SCHEDULE EIC EARNED INCOME PER COMPUTER: $0.00
SCH EIC DISQUALIFIED INC COMPUTER: $0.00
EXCESS ADV CHILD TAX CREDIT PER COMPUTER: $0.00
PRIMARY ECONOMIC IMPACT PAYMENT 2: $0.00
SECONDARY ECONOMIC IMPACT PAYMENT 2: $0.00
PRIMARY ADVANCED CTC PAYMENTS: $334.00
SECONDARY ADVANCED CTC PAYMENTS: $334.00
ADDITIONAL CTC EARNED INCOME: $0.00
EIC PRIOR YEAR EARNED INCOME: $0.00
CTC PRIOR YEAR EARNED INCOME: $0.00
QUALIFIED BUSINESS INCOME DEDUCTION: $0.00
F8995 QUALIFIED BUSINESS INCOME DEDUCTION COMPUTER: $0.00
PRIMARY ECONOMIC IMPACT PAYMENT: $0.00
SECONDARY ECONOMIC IMPACT PAYMENT: $2,800.00
SCHOLARSHIP FELLOWSHIP GRANT: $0.00
TOTAL INCOME: $412,642.00
TOTAL INCOME PER COMPUTER: $412,642.00
Adjustments to Income
EDUCATOR EXPENSES: $0.00
EDUCATOR EXPENSES PER COMPUTER: $0.00
RESERVIST AND OTHER BUSINESS EXPENSE: $0.00
HEALTH SAVINGS ACCT DEDUCTION: $0.00
HEALTH SAVINGS ACCT DEDUCTION PER COMPTR: $0.00
MOVING EXPENSES: F3903: $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-EMP HEALTH INS 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
TUITION AND FEES DEDUCTION: $0.00
TUITION AND FEES DEDUCTION PER COMPUTER: $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: $412,642.00
ADJUSTED GROSS INCOME PER COMPUTER: $412,642.00
Tax and Credits
65-OR-OVER: NO
BLIND: NO
SPOUSE 65-OR-OVER: NO
SPOUSE BLIND: NO
STANDARD DEDUCTION PER COMPUTER: $25,100.00
ADDITIONAL STANDARD DEDUCTION PER COMPUTER: $0.00
TAX TABLE INCOME PER COMPUTER: $387,542.00
EXEMPTION AMOUNT PER COMPUTER: $0.00
TAXABLE INCOME: $387,542.00
TAXABLE INCOME PER COMPUTER: $387,542.00
TOTAL POSITIVE INCOME PER COMPUTER: $412,642.00
TENTATIVE TAX: $85,025.00
TENTATIVE TAX PER COMPUTER: $85,025.00
FORM 8814 ADDITIONAL TAX AMOUNT: $0.00
TAX ON INCOME LESS SOC SEC INCOME PER COMPUTER: $0.00
FORM 6251 ALTERNATIVE MINIMUM TAX: $0.00
FORM 6251 ALTERNATIVE MINIMUM TAX PER COMPUTER: $0.00
FOREIGN TAX CREDIT: $1.00
FOREIGN TAX CREDIT PER COMPUTER: $1.00
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: $0.00
EDUCATION CREDIT PER COMPUTER: $0.00
GROSS EDUCATION CREDIT PER COMPUTER: $0.00
RETIREMENT SAVINGS CNTRB CREDIT: $0.00
RETIREMENT SAVINGS CNTRB CREDIT PER COMPUTER: $0.00
PRIM RET SAV CNTRB: F8880 LN6A: $0.00
SEC RET SAV CNTRB: F8880 LN6B: $0.00
TOTAL RETIREMENT SAVINGS CONTRIBUTION: F8880 CMPTR: $0.00
RESIDENTIAL ENERGY CREDIT: $0.00
RESIDENTIAL ENERGY CREDIT PER COMPUTER: $0.00
CHILD AND OTHER DEPENDENT CREDIT: $0.00
CHILD AND OTHER DEPENDENT CREDIT PER COMPUTER: $0.00
ADOPTION CREDIT: F8839: $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 YR MIN TAX CREDIT: F8801: $0.00
PRIOR YR MIN TAX CREDIT: F8801 PER COMPUTER: $0.00
F8936 ELECTRIC MOTOR VEHICLE CREDIT AMOUNT: $0.00
F8936 ELECTRIC MOTOR VEHICLE CREDIT PER COMPUTER: $0.00
F8910 ALTERNATIVE MOTOR VEHICLE CREDIT AMOUNT: $0.00
F8910 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
RECOVERY REBATE CREDIT VERIFIED: $0.00
OTHER CREDITS: $0.00
TOTAL CREDITS: $1.00
TOTAL CREDITS PER COMPUTER: $1.00
INCOME TAX AFTER CREDITS PER COMPUTER: $85,024.00
Other Taxes
SE TAX: $0.00
SE 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 F5329 (PR): $0.00
TAX ON QUALIFIED PLANS F5329 PER COMPUTER: $0.00
IRAF TAX PER COMPUTER: $0.00
TP TAX FIGURES (REDUCED BY IRAF) PER COMPUTER: $88,275.00
IMF TOTAL TAX (REDUCED BY IRAF) PER COMPUTER: $88,275.00
TOTAL OTHER TAXES PER COMPUTER: $3,251.00
UNPAID FICA ON REPORTED TIPS: $0.00
INTEREST ON DEFERRED TAX: $0.00
TOTAL OTHER TAXES: $3,251.00
RECAPTURE TAX: F8611: $0.00
HOUSEHOLD EMPLOYMENT TAXES: $0.00
HOUSEHOLD EMPLOYMENT TAXES PER COMPUTER: $0.00
INTEREST DUE ON INSTALLMENT: $0.00
SCH 8812 ADDITIONAL TAX COMPUTER: $0.00
REFUNDABLE CHILD CARE COMPUTER: $0.00
HEALTH COVERAGE RECAPTURE: F8885: $0.00
DEFERRED TAX SCH H SE: $0.00
MAX DEFERRED TAX PER COMPUTER: $0.00
TOTAL ADDITIONAL TAXES: $0.00
TOTAL ASSESSMENT PER COMPUTER: $88,275.00
TOTAL TAX LIABILITY TP FIGURES: $88,275.00
TOTAL TAX LIABILITY TP FIGURES PER COMPUTER: $88,275.00
Payments
FEDERAL INCOME TAX WITHHELD: $75,949.00
SCH 8812 ADDITIONAL TAX: $0.00
ESTIMATED TAX PAYMENTS: $0.00
OTHER PAYMENT CREDIT: $0.00
REFUNDABLE EDUCATION CREDIT: $0.00
REFUNDABLE EDUCATION CREDIT PER COMPUTER: $0.00
REFUNDABLE EDUCATION CREDIT VERIFIED: $0.00
REFUNDABLE CREDITS: $850.00
EARNED INCOME CREDIT: $0.00
EARNED INCOME CREDIT PER COMPUTER: $0.00
EARNED INCOME CREDIT NONTAXABLE COMBAT PAY: $0.00
SCHEDULE 8812 NONTAXABLE COMBAT PAY: $0.00
EXCESS SOCIAL SECURITY & RRTA TAX WITHHELD: $0.00
SCHEDULE 8812 TOT SS/MEDICARE WITHHELD: $0.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT: $850.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT PER COMPUTER: $682.00
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
HEALTH COVERAGE TX CR: F8885: $0.00
SEC 965 TAX INSTALLMENT: $0.00
SEC 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 AMT: $0.00
SECONDARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT: $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: $76,799.00
TOTAL PAYMENTS PER COMPUTER: $76,631.00
Refund or Amount Owed
AMOUNT YOU OWE: $11,476.00
APPLIED TO NEXT YEAR'S ESTIMATED TAX: $0.00
ESTIMATED TAX PENALTY: $0.00
TAX ON INCOME LESS STATE REFUND PER COMPUTER: $0.00
BAL DUE/OVER PYMT USING TP FIG PER COMPUTER: $11,476.00
BAL DUE/OVER PYMT USING COMPUTER FIGURES: $11,644.00
FORM 8888 TOTAL REFUND PER COMPUTER: $0.00
Third Party Designee
THIRD PARTY DESIGNEE ID NUMBER: X3912
AUTHORIZATION INDICATOR: 1
THIRD PARTY DESIGNEE NAME: SHAN NORT CP
Schedule D--Capital Gains and Losses
SHORT TERM CAPITAL GAINS AND LOSSES
SHORT TERM BASIS NO ADJUSTMENTS SALE AMOUNT: $0.00
SHORT TERM BASIS NO ADJUSTMENTS COST AMOUNT: $0.00
SHORT TERM BASIS SALE AMOUNT: $76,466.00
SHORT TERM BASIS COST AMOUNT: $49,315.00
SHORT TERM BASIS ADJUSTMENTS: $5.00
SHORT TERM NO BASIS SALE AMOUNT: $26,120.00
SHORT TERM NO BASIS COST AMOUNT: $0.00
SHORT TERM NO BASIS ADJUSTMENTS: $0.00
SHORT TERM NO 1099B SALE AMOUNT: $0.00
SHORT TERM NO 1099B COST AMOUNT: $0.00
SHORT TERM NO 1099B ADJUSTMENTS: $0.00
SHORT TERM SCHEDULE K-1 AMOUNT: $0.00
NET SHORT-TERM GAIN/LOSS: $53,276.00
F8949 Y QUALIFIED OPPORTUNITY FUNDS SHORT TERM INVESTMENTS: 0
F8949 Y QUALIFIED OPPORTUNITY FUNDS SHORT TERM EIN:
F8949 Y QUALIFIED OPPORTUNITY FUNDS SHORT TERM SOLD DATE: 00000000
F8949 Y QUALIFIED OPPORTUNITY FUNDS SHORT TERM DEFERRED: $0.00
F8949 Z QUALIFIED OPPORTUNITY FUNDS SHORT TERM ADJUSTMENTS: $0.00
F8949 Z QUALIFIED OPPORTUNITY FUNDS SHORT TERM INVESTMENTS: 0
F8949 Z QUALIFIED OPPORTUNITY FUNDS SHORT TERM EIN:
F8949 Z QUALIFIED OPPORTUNITY FUNDS SHORT TERM ACQUIRED DATE: 00000000
LONG TERM CAPITAL GAINS AND LOSSES
LONG TERM BASIS NO ADJUSTMENTS SALE AMOUNT: $0.00
LONG TERM BASIS NO ADJUSTMENTS COST AMOUNT: $0.00
LONG TERM BASIS SALE AMOUNT: $8,308.00
LONG TERM BASIS COST AMOUNT: $4,761.00
LONG TERM BASIS ADJUSTMENTS: $1.00
LONG TERM NO BASIS SALE AMOUNT: $0.00
LONG TERM NO BASIS COST AMOUNT: $0.00
LONG TERM NO BASIS ADJUSTMENTS: $0.00
LONG TERM NO 1099B SALE AMOUNT: $0.00
LONG TERM NO 1099B COST AMOUNT: $0.00
LONG TERM NO 1099B ADJUSTMENTS: $0.00
LONG TERM SCHEDULE K-1 AMOUNT: $0.00
CAPITAL GAIN DISTRIBUTIONS (PR): $0.00
NET LONG-TERM GAIN/LOSS: $3,548.00
F8949 Y QUALIFIED OPPORTUNITY FUNDS LONG TERM INVESTMENTS: 0
F8949 Y QUALIFIED OPPORTUNITY FUNDS LONG TERM EIN:
F8949 Y QUALIFIED OPPORTUNITY FUNDS LONG TERM SOLD DATE: 00000000
F8949 Y QUALIFIED OPPORTUNITY FUNDS LONG TERM DEFERRED: $0.00
QUALIFIED OPPORTUNITY FUNDS DISPOSAL: 2
F8949 Z QUALIFIED OPPORTUNITY FUNDS LONG TERM INVESTMENTS: 0
F8949 Z QUALIFIED OPPORTUNITY FUNDS LONG TERM EIN:
F8949 Z QUALIFIED OPPORTUNITY FUNDS LONG TERM ACQUIRED DATE: 00000000
F8949 Z QUALIFIED OPPORTUNITY FUNDS LONG TERM ADJUSTMENTS: $0.00
TAX COMPUTATION USING MAXIMUM CAPITAL GAINS RATES
28% RATE GAIN: $0.00
UNRECAPTURED SECT: 1250 GAIN: $0.00
SCH D 15% TAX CMPTR: $566.85
CAPITAL GAINS LESS INVEST INCOME PER COMPUTER: $3,548.00
CAP GAINS PER COMPUTER: $3,779.00
CAP GAINS TAX PER COMPUTER: $84,458.16
CAP GAINS PER COMPUTER: $0.00
CAP GAINS TAX AMT PER COMPUTER (5): $0.00
CAP GAINS TAX AMT PER COMPUTER (6): $0.00
SCHEDULE D TAX PER COMPUTER: $85,025.01
Form 1116--Foreign Tax Credit
PART I TAXABLE INCOME OR LOSS FROM FOREIGN SOURCES
GROSS FOREIGN SOURCE INCOME: $7.00
TOTAL APPLICABLE DEDUCTIONS/LOSSES: $1.00
TAXABLE FOREIGN SOURCE INCOME: $6.00
PART II FOREIGN TAXES PAID OR ACCRUED
TOTAL FOREIGN TAX PAID/ACCRUED: $0.00
PART III FIGURING THE CREDIT
TOTAL FOREIGN TAX AVAILABLE FOR CREDIT: $1.00
FOREIGN LOSS ADJUSTMENTS TO TAXABLE INCOME: $0.00
NET FOREIGN SOURCE TAXABLE INCOME: $6.00
MAX ALLOWABLE AMOUNT OF CREDIT: $1.00
LIMIT INCREASE S960C: $0.00
TOTAL LIMITATION: $1.00
GROSS FOREIGN TAX CREDIT: $1.00
PART IV SUMMARY
INTERNATIONAL BOYCOTT CREDIT REDUCTION: $0.00
FOREIGN TAX CREDIT: $1.00
NUM OF ADDITIONAL F1116'S FILED: 0
Form 8863 - Education Credits (Hope and Lifetime Learning Credits)
PART III - ALLOWABLE EDUCATION CREDITS
GROSS EDUCATION CR PER COMPUTER: $0.00
TOTAL EDUCATION CREDIT AMOUNT: $0.00
TOTAL EDUCATION CREDIT AMOUNT PER COMPUTER: $0.00
Form 8959 Additional Medicare Tax
MEDICARE WAGES: $370,330.00
UNREPORTED TIPS: $0.00
WAGES FROM FORM 8919: $0.00
ADDITIONAL MEDICARE TAX ON MEDICARE WAGES: $1,083.00
ADDITIONAL MEDICARE TAX ON MEDICARE WAGES PER COMPUTER: $1,083.00
SELF EMPLOYMENT INCOME: $0.00
ADDITIONAL MEDICARE TAX ON SELF-EMPLOYMENT INCOME: $0.00
ADDITIONAL MEDICARE TAX ON SELF-EMPLOYMENT INCOME PER COMPUTER: $0.00
RAILROAD RETIREMENT COMPENSATION: $0.00
TIER I EMPLOYEE ADDITIONAL MEDICARE TAX ON RAILROAD COMPENSATION: $0.00
TIER I EMPLOYEE ADDITIONAL MEDICARE TAX ON RAILROAD COMPENSATION PER COMPUTER: $0.00
MEDICARE TAX WITHHELD W-2 BOX 6: $6,903.00
ADDITIONAL MEDICARE TAX W-2 BOX 14: $0.00
TOTAL ADDITIONAL MEDICARE TAX: $1,083.00
TOTAL ADDITIONAL MEDICARE TAX WITHHOLDING: $1,533.00
TOTAL ADDITIONAL MEDICARE TAX WITHHOLDING VERIFIED: $0.00
TOTAL ADDITIONAL MEDICARE TAX WITHHOLDING PER COMPUTER: $1,533.00
Form 8960 Net Investment Income Tax - Individuals, Estates, and Trusts
TAXABLE INTEREST AMOUNT: $0.00
ORDINARY DIVIDENDS: $236.00
ANNUITIES: $0.00
RENT, ROYALTIES, PARTNERSHIPS, ETC.: $0.00
ADJUSTMENT FOR DERIVED INCOME OR LOSS: $0.00
NET GAIN OR LOSS FROM DISPOSITION OF PROPERTY: $56,824.00
NET GAIN OR LOSS FROM DISPOSITION OF PROPERTY NOT SUBJECT TO NET INVESTMENT INCOME TAX: $0.00
ADJUSTMENT FROM DISPOSITION OF PARTNERSHIP INTEREST: $0.00
CHANGES FOR CERTAIN CFCS AND PFICS: $0.00
OTHER MODIFICATIONS TO INVESTMENT INCOME: $0.00
TOTAL INVESTMENT INCOME: $57,060.00
TOTAL INVESTMENT INCOME PER COMPUTER: $57,060.00
INVESTMENT INTEREST EXPENSES: $0.00
STATE INCOME TAX: $0.00
INVESTMENT EXPENSES: $0.00
ADDITIONAL MODIFICATIONS: $0.00
TOTAL DEDUCTIONS AND MODIFICATIONS: $0.00
TOTAL DEDUCTIONS AND MODIFICATIONS PER COMPUTER: $0.00
MODIFIED ADJUSTED GROSS INCOME: $412,642.00
TAXABLE INVESTMENT INCOME: $57,060.00
TAXABLE INVESTMENT INCOME PER COMPUTER: $57,060.00
NET INVESTMENT INCOME TAX FOR INDIVIDUALS: $2,168.00
NET INVESTMENT INCOME TAX FOR INDIVIDUALS VERIFIED: $0.00
NET INVESTMENT INCOME TAX FOR INDIVIDUALS PER COMPUTER: $2,168.00
Form 8867 Paid Preparer's Earned Income Credit Checklist
INCORRECT INFORMATION AOTC:
F8867 CERTIFICATION: Yes box checked
EIC CLAIMED: Neither box checked
CTC ACTC CLAIMED: Yes box checked
AOTC CLAIMED: Neither box checked
HEAD OF HOUSEHOLD FILING STATUS CLAIMED: Neither box checked

This Product Contains Sensitive Taxpayer Data