Keith and Jennifer Hamilton's Information

Keith and Jennifer's tax forms and notes to the tax preparer. Download Keith and Jennifer's tax forms and notes to the tax preparer.

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Instructions:

Read the notes and interpret the tax forms given to you by Keith and Jennifer listed above to learn about them and their situation.

Prepare the 2021 Individual Income Tax Return, including all schedules and additional forms, if any, using the IRS fillable forms listed below.

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2021 Tax Forms:

Form 1040 Form 1040

Schedule Schedule 1

Schedule Schedule B

Schedule 8812 (complete Part 1-A & Part I-B only)

Individual Tax Return Problem 1 Required: - Use the following information to complete Keith and Jennifer Hamilton's 2021 federal income tax return. If any information is missing, use reasonable assumptions to fill in the gaps. - Form 1040, supporting schedules, and instructions to the forms and schedules can be found at the IRS website (www.irs.gov). Facts: 1. Keith Hamilton is employed as an airline pilot for Flyby Airlines in Las Vegas, Nevada. Jennifer is employed as a teacher's assistant at Small World Elementary School, in Henderson, Nevada. Keith and Jennifer live in a home they purchased this year. Keith and Jennifer have three children who lived with them all year, Joshua (17), Danielle (14), and Sara (10). None of the children provided more than half of his or her own support. Keith and Jennifer provided the following personal information: - Keith and Jennifer do not want to contribute to the presidential election campaign. - Keith and Jennifer do not claim itemized deductions. - Neither Keith nor Jennifer have any foreign bank accounts or trusts. - Keith and Jennifer live at 3678 Blue Sky Drive, Henderson, Nevada 89052. - Keith's birthday is 10/12/1974 and his Social Security number is 535-22-4466. - Jennifer's birthday is 7/29/1977 and her Social Security number is 535-44-2255. - Joshua's birthday is 6/30/2002 and his Social Security number is 454-54-5454. - Danielle's birthday is 8/12/2005 and her Social Security number is 343-43-4343. - Sara's birthday is 5/13/2009 and her Social Security number is 232-32-3232. Faw W-L wage and Iax statement Copy 1-For Stata, Cive. or Local Tar Depertmant 2. Keith received the following Form W-2 for 2021 from Flyby Airlines. 3. Jennifer received the following Form W-2 for 2021 from Small World Elementary School. 4. During 2021, Keith and Jennifer received $550 in interest from Las Vegas municipal bonds, \$1,070 interest from U.S. Treasury bonds, and $65 from their savings account at SCD Credit Union. Keith and Jennifer are joint owners of the Las Vegas city bonds and the U.S. Treasury bonds. They have a joint savings account at SCD Credit Union. 5. On January 21, 2021, Jennifer was involved in a car accident. Because the other driver was at fault, the other driver's insurance company paid Jennifer $1,350 for medical expenses relating to her injuries from the accident and $300 for emotional distress from the accident. She received payment on March 15,2021. 6. Keith's father died on November 15,2020 . Keith received a $100,000 death benefit from his father's life insurance policy on February 8, 2021. 7. On February 15, 2021, Keith hurt his arm on a family sking trip in Utah and was unable to fly for two weeks. He received $4,000 for disability pay from his disability insurance policy. He received the check on March 2, 2021. Flyby Airlines paid $600 in premiums on this policy during 2021 . The disability insurance policy premiums are paid for by Flyby Airlines as a fully taxable fringe benefit to Keith (the premiums paid on his behalf are included in Keith's compensation amount on his W-2). 8. Jennifer's grandmother died on March 10, 2021, leaving Jennifer with an inheritance of $30,000. (She received the inheritance on May 12, 2021.) 9. Flyby Airlines had space available on its Long Island, New York, flight and provided Keith, Jennifer, and their three children with free flights so they could attend the funeral. The value of the ticket for each passenger was $600. 10. On April 1, 2021, Jennifer slipped in the Small World Elementary lunchroom and injured her back. Jennifer received $1,200 in worker's compensation benefits because her workrelated injury caused her to miss two weeks of work. She also received a $2,645 reimbursement for medical expenses from the health insurance company. Small World Elementary pays the premiums for Jennifer's health insurance policy as a nontaxable fringe benefit. 11. On May 17, 2021, Keith and Jennifer received a federal income tax refund of $975 from their 2020 federal income tax return. 12. On June 5, 2021, Keith and Jennifer sold their home in Henderson, Nevada, for $510,000 (net of commissions). Keith and Jennifer purchased the home 11 years ago for $470,000. On July 12, 2021, they bought a new home for $675,000. 13. On July 25, 2021, Keith's aunt Beatrice gave Keith $18,000 because she wanted to let everyone know that Keith is her favorite nephew. 14. On September 29,2021 , Jennifer won an iPad valued at $500 in a raffle at the annual fair held at Joshua's high school. 15. Keith and Jennifer did not buy, sell, exchange, or otherwise acquire any financial interest in a virtual currency. 16. Keith and Jennifer received an Economic Impact Payment (stimulus check) for themselves and their dependents in the full amount during 2021. 17. Keith and Jennifer opted out of receiving monthly Advance Child Tax Credit payments in 2021 E 1040 \begin{tabular}{l|l|} U.S. Individual Income Tax Return & ( ) (0) 21 \end{tabular} OMB No. 1545-0074 IFS Use Only-Do not write or staple in this space. Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child's name if the qualifying one box. person is a child but not your dependent At any time during 2021, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? Yes No Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1957 Are blind Spouse: Was born before January 2, 1957 Is blind Dependents (see instructions): If more than four dependents, see instructions and check here b Taxable interest b Ordinary dividends b Taxable amount . b Taxable amount . b Taxable amount. Deduction for- 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here \begin{tabular}{l|ll} - \\ Maringle or \\ filing & 8 & Other income from Schedule 1, line 10 \end{tabular} \begin{tabular}{l|cl} MarriedfilingjointlyorQualifying & 10 & Adjustments to income from Schedule 1, line 26 \\ \cline { 2 - 3 } & 11 & Subtract line 10 from line 9. This is your adjusted gross income \end{tabular} widow(er), 12 a Standard deduction or itemized deductions (from Schedule A) $25,100 - Head of b Charitable contributions if you take the standard deduction (see instructions) household, c Add lines 12a and 12b. - If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A. any box under Standard 14 Add lines 12c and 13 Deduction, see instructions. 15 Taxable income. Subtract line 14 from line 11. If zero or less, enter 0-. Form 1040(2021) Page 2 attach Sch. ElC. Sign Under penalties of periury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and Here belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Go to www, irs, aow/Form 1040 for instructions and the latest information. Fam 1040 (a021) Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number 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 income. c Cancellation of debt . d Foreign earned income exclusion from Form 2555 e Taxable Health Savings Account distribution f Alaska Permanent Fund dividends. g Jury duty pay h Prizes and awards i Activity not engaged in for profit income k 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 .................................. I Olympic and Paralympic medals and USOC prize money (see instructions) .................................. m Section 951(a) inclusion (see instructions) . n Section 951A(a) inclusion (see instructions) - Section 461(I) excess business loss adjustment . p Taxable distributions from an ABLE account (see instructions). z Other income. List type and amount 9 Total other income. Add lines 8 a through 8z 10 Combine lines 1 through 7 and 9. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 \begin{tabular}{|c|l} \hline 1 & \\ \hline 2a & \\ \hline & \\ \hline 3 & \\ \hline 4 & \\ \hline & \\ \hline 5 & \\ \hline 6 & \\ \hline 7 & \\ \hline & \\ \hline \end{tabular} For Paperwork Reduction Act Notice, see your tax return instructions. 10 Schedule 1 (Form 1040) 2021 Page 2 Part II Adjustments to Income 11 Educator expenses ......................... 12 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 13 Health savings account deduction. Attach Form 8889 14 Moving expenses for members of the Armed Forces. Attach Form 3903 15 Deductible part of self-employment tax. Attach Schedule SE 16 Self-employed SEP, SIMPLE, and qualified plans 17 Self-employed health insurance deduction. 11 18 Penalty on early withdrawal of savings 19a Alimony paid. b Recipient's SSN c Date of original divorce or separation agreement (see instructions) 20 IRA deduction 21 Student loan interest deduction 22 Reserved for future use 23 Archer MSA deduction. 24 Other adjustments: a Jury duty pay (see instructions) b Deductible expenses related to income reported on line 8k from the rental of personal property engaged in for profit c Nontaxable amount of the value of Olympic and Paralympic medals and USOC prize money reported on line 81 d Reforestation amortization and expenses e Repayment of supplemental unemployment benefits under the f Contributions to section 501 (c)(18)(D) pension plans g Contributions by certain chaplains to section 403(b) plans . . h Attorney fees and court costs for actions involving certain unlawful discrimination claims (see instructions) i Attorney fees and court costs you paid in connection with an award from the IRS for information you provided that helped the IRS detect tax law violations .............. j Housing deduction from Form 2555 k Excess deductions of section 67(e) expenses from Schedule K-1 (Form 1041) z Other adjustments. List type and amount 25 Total other adjustments. Add lines 24 a through 24z 26 Add lines 11 through 23 and 25 . These are your adjustments to income. Enter here and on Form 1040 or 1040-SR, line 10, or Form 1040-NR, line 10a ...... 26 Schedule 1 (Form 1040) 2021 \begin{tabular}{l} Department of the Treasury \\ Intemel Revenue Service (g9)) Go to www.irs.gov/Schedule6812 for instructions and the latest information. \\ \hline Name(s) shown on return \end{tabular} \begin{tabular}{|l|l|l|l|l} Part I-A & Child Tax Credit and Credit for Other Dependents \end{tabular} 1 Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR 2a Enter income from Puerto Rico that you excluded. b Enter the amounts from lines 45 and 50 of your Form 2555 c Enter the amount from line 15 of your Form 4563 d Add lines 2a through 2c. 3 Add lines 1 and 2d 4a Number of qualifying children under age 18 with the required social security number b Number of children included on line 4a who were under age 6 at the end of 2021 . c Subtract line 4b from line 4a 5 If line 4a is more than zero, enter the amount from the Line 5 Worksheet; otherwise, enter 0 - 6 Number of other dependents, including any qualifying children who are not under age 18 or who do not have the required social security number Caution: Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S. resident alien. Also, do not include anyone you included on line 4 a. 7 Multiply line 6 by 5500 8 Add lines 5 and 7. 9 Enter the amount shown below for your filing status. - Married filing jointly $400,000 - All other filing statuses $200,000} 10 Subtract line 9 from line 3. - If zero or less, enter 0-. - If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc. 11 Multiply line 10 by 5%(0.05). 12 Subtract line 11 from line 8 . If zero or less, enter 0 - 13 Check all the boxes that apply to you (or your spouse if married filing jointly). A Check here if you (or your spouse if married filing jointly) had a principal place of abode in the United States for more than half of 2021 . B Check here if you (or your spouse if married filing jointly) were a bona fide resident of Puerto Rico for 2021 Part I-B Filers Who Check a Box on Line 13 Caution: If you did not check a box on line 13, do not complete Part I-B; instead, skip to Part I-C. 14a Enter the smaller of line 7 or line 12 b Subtract line 14 a from line 12 . c If line 14a is zero, enter 0; otherwise, enter the amount from the Credit Limit Worksheet A. d Enter the smaller of line 14a or line 14c e Add lines 14b and 14d f Enter the aggregate amount of advance child tax credit payments you (and your spouse if filing jointly) received for 2021. See your Letter(s) 6419 for the amounts to include on this line. If you are missing Letter 6419 , see the instructions before entering an amount on this line. If you didn't receive any advance child tax credit payments for 2021 , enter 0 - Caution: If the amount on this line doesn't match the aggregate amounts reported to you (and your spouse if filing jointly) on your Letter(s) 6419 , the processing of your return will be delayed. g Subtract line 14f from line 14e. If zero or less, enter 0 - on lines 14g through 14i and go to Part III h Enter the smaller of line 14d or line 14g. This is your credit for other dependents. Enter this amount on line 19 of your Form 1040, 1040-SR, or 1040-NR . i Subtract line 14h from line 14g. This is your refundable child tax credit. Enter this amount on line 28 of your Form 1040, 1040-SR, or 1040-NR. For Paperwork Reduction Act Notice, see your tax return instructions. \begin{tabular}{|l|l} \hline 14a & \\ \hline 14b & \\ \hline 14c & \\ \hline 14d & \\ \hline 14e & \\ \hline & \\ \hline 14f & \\ \hline & \\ \hline 14g & \\ \hline 14h & \\ \hline 14l & \\ \hline \end{tabular} Individual Tax Return Problem 1 Required: - Use the following information to complete Keith and Jennifer Hamilton's 2021 federal income tax return. If any information is missing, use reasonable assumptions to fill in the gaps. - Form 1040, supporting schedules, and instructions to the forms and schedules can be found at the IRS website (www.irs.gov). Facts: 1. Keith Hamilton is employed as an airline pilot for Flyby Airlines in Las Vegas, Nevada. Jennifer is employed as a teacher's assistant at Small World Elementary School, in Henderson, Nevada. Keith and Jennifer live in a home they purchased this year. Keith and Jennifer have three children who lived with them all year, Joshua (17), Danielle (14), and Sara (10). None of the children provided more than half of his or her own support. Keith and Jennifer provided the following personal information: - Keith and Jennifer do not want to contribute to the presidential election campaign. - Keith and Jennifer do not claim itemized deductions. - Neither Keith nor Jennifer have any foreign bank accounts or trusts. - Keith and Jennifer live at 3678 Blue Sky Drive, Henderson, Nevada 89052. - Keith's birthday is 10/12/1974 and his Social Security number is 535-22-4466. - Jennifer's birthday is 7/29/1977 and her Social Security number is 535-44-2255. - Joshua's birthday is 6/30/2002 and his Social Security number is 454-54-5454. - Danielle's birthday is 8/12/2005 and her Social Security number is 343-43-4343. - Sara's birthday is 5/13/2009 and her Social Security number is 232-32-3232. Faw W-L wage and Iax statement Copy 1-For Stata, Cive. or Local Tar Depertmant 2. Keith received the following Form W-2 for 2021 from Flyby Airlines. 3. Jennifer received the following Form W-2 for 2021 from Small World Elementary School. 4. During 2021, Keith and Jennifer received $550 in interest from Las Vegas municipal bonds, \$1,070 interest from U.S. Treasury bonds, and $65 from their savings account at SCD Credit Union. Keith and Jennifer are joint owners of the Las Vegas city bonds and the U.S. Treasury bonds. They have a joint savings account at SCD Credit Union. 5. On January 21, 2021, Jennifer was involved in a car accident. Because the other driver was at fault, the other driver's insurance company paid Jennifer $1,350 for medical expenses relating to her injuries from the accident and $300 for emotional distress from the accident. She received payment on March 15,2021. 6. Keith's father died on November 15,2020 . Keith received a $100,000 death benefit from his father's life insurance policy on February 8, 2021. 7. On February 15, 2021, Keith hurt his arm on a family sking trip in Utah and was unable to fly for two weeks. He received $4,000 for disability pay from his disability insurance policy. He received the check on March 2, 2021. Flyby Airlines paid $600 in premiums on this policy during 2021 . The disability insurance policy premiums are paid for by Flyby Airlines as a fully taxable fringe benefit to Keith (the premiums paid on his behalf are included in Keith's compensation amount on his W-2). 8. Jennifer's grandmother died on March 10, 2021, leaving Jennifer with an inheritance of $30,000. (She received the inheritance on May 12, 2021.) 9. Flyby Airlines had space available on its Long Island, New York, flight and provided Keith, Jennifer, and their three children with free flights so they could attend the funeral. The value of the ticket for each passenger was $600. 10. On April 1, 2021, Jennifer slipped in the Small World Elementary lunchroom and injured her back. Jennifer received $1,200 in worker's compensation benefits because her workrelated injury caused her to miss two weeks of work. She also received a $2,645 reimbursement for medical expenses from the health insurance company. Small World Elementary pays the premiums for Jennifer's health insurance policy as a nontaxable fringe benefit. 11. On May 17, 2021, Keith and Jennifer received a federal income tax refund of $975 from their 2020 federal income tax return. 12. On June 5, 2021, Keith and Jennifer sold their home in Henderson, Nevada, for $510,000 (net of commissions). Keith and Jennifer purchased the home 11 years ago for $470,000. On July 12, 2021, they bought a new home for $675,000. 13. On July 25, 2021, Keith's aunt Beatrice gave Keith $18,000 because she wanted to let everyone know that Keith is her favorite nephew. 14. On September 29,2021 , Jennifer won an iPad valued at $500 in a raffle at the annual fair held at Joshua's high school. 15. Keith and Jennifer did not buy, sell, exchange, or otherwise acquire any financial interest in a virtual currency. 16. Keith and Jennifer received an Economic Impact Payment (stimulus check) for themselves and their dependents in the full amount during 2021. 17. Keith and Jennifer opted out of receiving monthly Advance Child Tax Credit payments in 2021 E 1040 \begin{tabular}{l|l|} U.S. Individual Income Tax Return & ( ) (0) 21 \end{tabular} OMB No. 1545-0074 IFS Use Only-Do not write or staple in this space. Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child's name if the qualifying one box. person is a child but not your dependent At any time during 2021, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? Yes No Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1957 Are blind Spouse: Was born before January 2, 1957 Is blind Dependents (see instructions): If more than four dependents, see instructions and check here b Taxable interest b Ordinary dividends b Taxable amount . b Taxable amount . b Taxable amount. Deduction for- 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here \begin{tabular}{l|ll} - \\ Maringle or \\ filing & 8 & Other income from Schedule 1, line 10 \end{tabular} \begin{tabular}{l|cl} MarriedfilingjointlyorQualifying & 10 & Adjustments to income from Schedule 1, line 26 \\ \cline { 2 - 3 } & 11 & Subtract line 10 from line 9. This is your adjusted gross income \end{tabular} widow(er), 12 a Standard deduction or itemized deductions (from Schedule A) $25,100 - Head of b Charitable contributions if you take the standard deduction (see instructions) household, c Add lines 12a and 12b. - If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A. any box under Standard 14 Add lines 12c and 13 Deduction, see instructions. 15 Taxable income. Subtract line 14 from line 11. If zero or less, enter 0-. Form 1040(2021) Page 2 attach Sch. ElC. Sign Under penalties of periury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and Here belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Go to www, irs, aow/Form 1040 for instructions and the latest information. Fam 1040 (a021) Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number 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 income. c Cancellation of debt . d Foreign earned income exclusion from Form 2555 e Taxable Health Savings Account distribution f Alaska Permanent Fund dividends. g Jury duty pay h Prizes and awards i Activity not engaged in for profit income k 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 .................................. I Olympic and Paralympic medals and USOC prize money (see instructions) .................................. m Section 951(a) inclusion (see instructions) . n Section 951A(a) inclusion (see instructions) - Section 461(I) excess business loss adjustment . p Taxable distributions from an ABLE account (see instructions). z Other income. List type and amount 9 Total other income. Add lines 8 a through 8z 10 Combine lines 1 through 7 and 9. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 \begin{tabular}{|c|l} \hline 1 & \\ \hline 2a & \\ \hline & \\ \hline 3 & \\ \hline 4 & \\ \hline & \\ \hline 5 & \\ \hline 6 & \\ \hline 7 & \\ \hline & \\ \hline \end{tabular} For Paperwork Reduction Act Notice, see your tax return instructions. 10 Schedule 1 (Form 1040) 2021 Page 2 Part II Adjustments to Income 11 Educator expenses ......................... 12 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 13 Health savings account deduction. Attach Form 8889 14 Moving expenses for members of the Armed Forces. Attach Form 3903 15 Deductible part of self-employment tax. Attach Schedule SE 16 Self-employed SEP, SIMPLE, and qualified plans 17 Self-employed health insurance deduction. 11 18 Penalty on early withdrawal of savings 19a Alimony paid. b Recipient's SSN c Date of original divorce or separation agreement (see instructions) 20 IRA deduction 21 Student loan interest deduction 22 Reserved for future use 23 Archer MSA deduction. 24 Other adjustments: a Jury duty pay (see instructions) b Deductible expenses related to income reported on line 8k from the rental of personal property engaged in for profit c Nontaxable amount of the value of Olympic and Paralympic medals and USOC prize money reported on line 81 d Reforestation amortization and expenses e Repayment of supplemental unemployment benefits under the f Contributions to section 501 (c)(18)(D) pension plans g Contributions by certain chaplains to section 403(b) plans . . h Attorney fees and court costs for actions involving certain unlawful discrimination claims (see instructions) i Attorney fees and court costs you paid in connection with an award from the IRS for information you provided that helped the IRS detect tax law violations .............. j Housing deduction from Form 2555 k Excess deductions of section 67(e) expenses from Schedule K-1 (Form 1041) z Other adjustments. List type and amount 25 Total other adjustments. Add lines 24 a through 24z 26 Add lines 11 through 23 and 25 . These are your adjustments to income. Enter here and on Form 1040 or 1040-SR, line 10, or Form 1040-NR, line 10a ...... 26 Schedule 1 (Form 1040) 2021 \begin{tabular}{l} Department of the Treasury \\ Intemel Revenue Service (g9)) Go to www.irs.gov/Schedule6812 for instructions and the latest information. \\ \hline Name(s) shown on return \end{tabular} \begin{tabular}{|l|l|l|l|l} Part I-A & Child Tax Credit and Credit for Other Dependents \end{tabular} 1 Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR 2a Enter income from Puerto Rico that you excluded. b Enter the amounts from lines 45 and 50 of your Form 2555 c Enter the amount from line 15 of your Form 4563 d Add lines 2a through 2c. 3 Add lines 1 and 2d 4a Number of qualifying children under age 18 with the required social security number b Number of children included on line 4a who were under age 6 at the end of 2021 . c Subtract line 4b from line 4a 5 If line 4a is more than zero, enter the amount from the Line 5 Worksheet; otherwise, enter 0 - 6 Number of other dependents, including any qualifying children who are not under age 18 or who do not have the required social security number Caution: Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S. resident alien. Also, do not include anyone you included on line 4 a. 7 Multiply line 6 by 5500 8 Add lines 5 and 7. 9 Enter the amount shown below for your filing status. - Married filing jointly $400,000 - All other filing statuses $200,000} 10 Subtract line 9 from line 3. - If zero or less, enter 0-. - If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc. 11 Multiply line 10 by 5%(0.05). 12 Subtract line 11 from line 8 . If zero or less, enter 0 - 13 Check all the boxes that apply to you (or your spouse if married filing jointly). A Check here if you (or your spouse if married filing jointly) had a principal place of abode in the United States for more than half of 2021 . B Check here if you (or your spouse if married filing jointly) were a bona fide resident of Puerto Rico for 2021 Part I-B Filers Who Check a Box on Line 13 Caution: If you did not check a box on line 13, do not complete Part I-B; instead, skip to Part I-C. 14a Enter the smaller of line 7 or line 12 b Subtract line 14 a from line 12 . c If line 14a is zero, enter 0; otherwise, enter the amount from the Credit Limit Worksheet A. d Enter the smaller of line 14a or line 14c e Add lines 14b and 14d f Enter the aggregate amount of advance child tax credit payments you (and your spouse if filing jointly) received for 2021. See your Letter(s) 6419 for the amounts to include on this line. If you are missing Letter 6419 , see the instructions before entering an amount on this line. If you didn't receive any advance child tax credit payments for 2021 , enter 0 - Caution: If the amount on this line doesn't match the aggregate amounts reported to you (and your spouse if filing jointly) on your Letter(s) 6419 , the processing of your return will be delayed. g Subtract line 14f from line 14e. If zero or less, enter 0 - on lines 14g through 14i and go to Part III h Enter the smaller of line 14d or line 14g. This is your credit for other dependents. Enter this amount on line 19 of your Form 1040, 1040-SR, or 1040-NR . i Subtract line 14h from line 14g. This is your refundable child tax credit. Enter this amount on line 28 of your Form 1040, 1040-SR, or 1040-NR. For Paperwork Reduction Act Notice, see your tax return instructions. \begin{tabular}{|l|l} \hline 14a & \\ \hline 14b & \\ \hline 14c & \\ \hline 14d & \\ \hline 14e & \\ \hline & \\ \hline 14f & \\ \hline & \\ \hline 14g & \\ \hline 14h & \\ \hline 14l & \\ \hline \end{tabular}