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1040 U.S. Individual Income Tax Retum 802 29 American opportunity credit from Form 8863 , line 8 . 30 Reserved for future use 31 Amount

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1040 U.S. Individual Income Tax Retum 802 29 American opportunity credit from Form 8863 , line 8 . 30 Reserved for future use 31 Amount from Schedule 3, line 15 32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits 33 Add lines 25d, 26. and 32. These are your total payments Refund 34 If line 33 is more than line 24 , subtract line 24 from line 33 . This is the amount you overpaid 35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here Diect deposit? b Routing number d Account number 36 Amount of line 34 you want applied to your 2023 estimated tax Amount 37 Subtract line 33 from line 24. This is the amount you owe. You Owe For detalls on how to pay, go to www.irs.gowiPayments or see instructions . 38 Estimated tax penalty (see instructions) . . . . . . . . . . 38 Third Party Do you want to allow another person to discuss this retum with the Ins? See Designee Here beliet, they we tree, correct, and complete. Declaration of preparer (other than taxpayen is based on at information of which preparer has any knowledge. Your signature Joint return? See instructons. your records. Part I Additional Income 1 Taxable refunds, credits, or offsets of state and local income taxes 2a Alimony received b Date of original divorce or separation agreement (see instructions): 3 Business income or (loss). Attach Schedule C 4 Other gains or (losses). Attach Form 4797 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 6 Farm income or (loss). Attach Schedule F. 7 Unemployment compensation . 8 Other income: a Net operating loss b Gambling c Cancellation of debt d Foreign earned income exclusion from Form 2555 e Income from Form 8853 f Income from Form 8889 g Alaska Permanent Fund dividends h Jury duty pay . i Prizes and awards j Activity not engaged in for profit income k Stock options. I Income from the rental of personal property if you engaged in the rental for profit but were not in the business of renting such property .. 81 m Olympic and Paralympic medals and USOC prize money (see instructions) n Section 951(a) inclusion (see instructions) o Section 951A(a) inclusion (see instructions) p Section 461 ()) excess business loss adjustment q Taxable distributions from an ABLE account (see instructions) r Scholarship and fellowship grants not reported on Form W-2 s Nontaxable amount of Medicaid waiver payments included on Form 1040, line 1 a or 1d t Pension or annuity from a nonqualifed deferred compensation plan or a nongovernmental section 457 plan u Wages earned while incarcerated z Other income. List type and amount: 9Totalotherincome.Addlines8athrough8z.10Combinelines1through7and9.EnterhereandonForm1040,1040-SR,or1040-NR,line8 Part II Adjustments to Income cked the box Alexander Smith and his wife Allison are married and will file a joint tax return for 2022 . The Smiths live at 1234 Buena Vista Drive, Orlando, FL 32830. Alexander is a commuter airline pilot but took 6 months off from his job in 2022 to obtain a higher-level pilot's license. The Smiths have an 18-year-old son, Brad, who is enrolled in twelfth grade at the Walt Disney Prep School. The Smiths also have a 19-year-old daughter, Angelina, who is a part-time first-year student at Orange County Community College (OCCC). Angelina is married to Sean Shirker, who is 19 years old and also a part-time student at OCCC. Sean and Angelina have a 1-year-old child, Trask (Social Security number 115-45-7893). All the Shirkers live in an apartment near the Smiths. Angelina and Sean both also work parttime for Sean's wealthy grandfather as apprentices in his business. The Shirker's wages for the year were $50,000 which allowed them to pay all the personal expenses for themselves and Trask. Five years ago, Alexander divorced Jennifer Amistad (Social Security number 341-55-6789). Alexander pays Jennifer $200 per month in alimony under the divorce decree. Not included with the Smith's tax forms was interest from State of Florida bonds of $145.00. Alexander also received a Form W-2, Form 1099-INT, and Form 1099-DIV 1040 U.S. Individual Income Tax Retum 802 29 American opportunity credit from Form 8863 , line 8 . 30 Reserved for future use 31 Amount from Schedule 3, line 15 32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits 33 Add lines 25d, 26. and 32. These are your total payments Refund 34 If line 33 is more than line 24 , subtract line 24 from line 33 . This is the amount you overpaid 35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here Diect deposit? b Routing number d Account number 36 Amount of line 34 you want applied to your 2023 estimated tax Amount 37 Subtract line 33 from line 24. This is the amount you owe. You Owe For detalls on how to pay, go to www.irs.gowiPayments or see instructions . 38 Estimated tax penalty (see instructions) . . . . . . . . . . 38 Third Party Do you want to allow another person to discuss this retum with the Ins? See Designee Here beliet, they we tree, correct, and complete. Declaration of preparer (other than taxpayen is based on at information of which preparer has any knowledge. Your signature Joint return? See instructons. your records. Part I Additional Income 1 Taxable refunds, credits, or offsets of state and local income taxes 2a Alimony received b Date of original divorce or separation agreement (see instructions): 3 Business income or (loss). Attach Schedule C 4 Other gains or (losses). Attach Form 4797 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 6 Farm income or (loss). Attach Schedule F. 7 Unemployment compensation . 8 Other income: a Net operating loss b Gambling c Cancellation of debt d Foreign earned income exclusion from Form 2555 e Income from Form 8853 f Income from Form 8889 g Alaska Permanent Fund dividends h Jury duty pay . i Prizes and awards j Activity not engaged in for profit income k Stock options. I Income from the rental of personal property if you engaged in the rental for profit but were not in the business of renting such property .. 81 m Olympic and Paralympic medals and USOC prize money (see instructions) n Section 951(a) inclusion (see instructions) o Section 951A(a) inclusion (see instructions) p Section 461 ()) excess business loss adjustment q Taxable distributions from an ABLE account (see instructions) r Scholarship and fellowship grants not reported on Form W-2 s Nontaxable amount of Medicaid waiver payments included on Form 1040, line 1 a or 1d t Pension or annuity from a nonqualifed deferred compensation plan or a nongovernmental section 457 plan u Wages earned while incarcerated z Other income. List type and amount: 9Totalotherincome.Addlines8athrough8z.10Combinelines1through7and9.EnterhereandonForm1040,1040-SR,or1040-NR,line8 Part II Adjustments to Income cked the box Alexander Smith and his wife Allison are married and will file a joint tax return for 2022 . The Smiths live at 1234 Buena Vista Drive, Orlando, FL 32830. Alexander is a commuter airline pilot but took 6 months off from his job in 2022 to obtain a higher-level pilot's license. The Smiths have an 18-year-old son, Brad, who is enrolled in twelfth grade at the Walt Disney Prep School. The Smiths also have a 19-year-old daughter, Angelina, who is a part-time first-year student at Orange County Community College (OCCC). Angelina is married to Sean Shirker, who is 19 years old and also a part-time student at OCCC. Sean and Angelina have a 1-year-old child, Trask (Social Security number 115-45-7893). All the Shirkers live in an apartment near the Smiths. Angelina and Sean both also work parttime for Sean's wealthy grandfather as apprentices in his business. The Shirker's wages for the year were $50,000 which allowed them to pay all the personal expenses for themselves and Trask. Five years ago, Alexander divorced Jennifer Amistad (Social Security number 341-55-6789). Alexander pays Jennifer $200 per month in alimony under the divorce decree. Not included with the Smith's tax forms was interest from State of Florida bonds of $145.00. Alexander also received a Form W-2, Form 1099-INT, and Form 1099-DIV

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