Download Text preparation examination and more Cheat Sheet Law in PDF only on Docsity!
Form^1040 U.S. Individual Income Tax Return^2023
Department of the Treasury—Internal Revenue Service OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space. For the year Jan. 1–Dec. 31, 2023, or other tax year beginning , 2023, ending , 20 (^) See separate instructions. Your first name and middle initial Last name Your social security number
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number
Home address (number and street). If you have a P.O. box, see instructions. Apt. no.
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code
Foreign country name Foreign province/state/county Foreign postal code
Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $ to go to this fund. Checking a box below will not change your tax or refund. You Spouse
Filing Status
Check only one box.
Single Head of household (HOH) Married filing jointly (even if only one had income) Married filing separately (MFS) Qualifying surviving spouse (QSS) If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child’s name if the qualifying person is a child but not your dependent:
Digital
Assets
At any time during 2023, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes No
Standard
Deduction
Someone can claim: You as a dependent Your spouse as a dependent Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1959 Are blind Spouse: Was born before January 2, 1959 Is blind
Dependents (see instructions):
If more than four dependents, see instructions and check here..
(2) Social security number
(3) Relationship to you
(4) Check the box if qualifies for (see instructions): (1) First name Last name Child tax credit^ Credit for other dependents
Income Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. If you did not get a Form W-2, see instructions.
1 a Total amount from Form(s) W-2, box 1 (see instructions)............. 1a b Household employee wages not reported on Form(s) W-2............. 1b c Tip income not reported on line 1a (see instructions).............. 1c d Medicaid waiver payments not reported on Form(s) W-2 (see instructions)........ 1d e Taxable dependent care benefits from Form 2441, line 26............ 1e f Employer-provided adoption benefits from Form 8839, line 29........... 1f g Wages from Form 8919, line 6..................... 1g h Other earned income (see instructions).................. 1h i Nontaxable combat pay election (see instructions)....... 1i z Add lines 1a through 1h...................... 1z Attach Sch. B if required.
2a Tax-exempt interest... 2a b Taxable interest..... 2b 3a Qualified dividends... 3a b Ordinary dividends..... 3b 4a IRA distributions.... 4a b Taxable amount...... 4b 5a Pensions and annuities.. 5a b Taxable amount...... 5b 6a Social security benefits.. 6a b Taxable amount...... 6b c If you elect to use the lump-sum election method, check here (see instructions)..... 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here..... 7 8 Additional income from Schedule 1, line 10................. 8 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income.......... 9 10 Adjustments to income from Schedule 1, line 26............... 10 11 Subtract line 10 from line 9. This is your adjusted gross income.......... 11
Standard Deduction for—
- Single or Married filing separately, $13,
- Married filing jointly or Qualifying surviving spouse, $27,
- Head of household, $20,
- If you checked any box under Standard Deduction, see instructions.
12 Standard deduction or itemized deductions (from Schedule A).......... 12 13 Qualified business income deduction from Form 8995 or Form 8995-A......... 13 14 Add lines 12 and 13........................ 14 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income..... (^15)
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2023 )
Bradley
3002 Stranden Rd
Baltimore MD 212302944
ashley B 216 39 8983
Form 1040 (2023) Page 2
Tax and
Credits
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3.. 16 17 Amount from Schedule 2, line 3.................... 17 18 Add lines 16 and 17........................ 18 19 Child tax credit or credit for other dependents from Schedule 8812.......... 19 20 Amount from Schedule 3, line 8.................... 20 21 Add lines 19 and 20........................ 21 22 Subtract line 21 from line 18. If zero or less, enter -0-.............. 22 23 Other taxes, including self-employment tax, from Schedule 2, line 21......... 23 24 Add lines 22 and 23. This is your total tax................. (^24)
Payments 25 Federal income tax withheld from:
a Form(s) W-2.................. 25a b Form(s) 1099.................. 25b c Other forms (see instructions)............. 25c d Add lines 25a through 25c...................... 25d
If you have a^26 2023 estimated tax payments and amount applied from 2022 return.^.^.^.^.^.^.^.^.^.^26 qualifying child, attach Sch. EIC. 27 Earned income credit (EIC)^.^.^.^.^.^.^.^.^.^.^.^.^.^.^27 28 Additional child tax credit from Schedule 8812........ 28 29 American opportunity credit from Form 8863, line 8....... 29 30 Reserved for future use............... 30 31 Amount from Schedule 3, line 15............ 31 32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits.. 32 33 Add lines 25d, 26, and 32. These are your total payments............ (^33)
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you^ overpaid^.^.^34
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here.... 35a Direct deposit? See instructions.
b Routing number c Type: Checking Savings d Account number 36 Amount of line 34 you want applied to your 2024 estimated tax... (^36)
Amount
You Owe
37 Subtract line 33 from line 24. This is the amount you owe. For details on how to pay, go to www.irs.gov/Payments or see instructions........ (^37) 38 Estimated tax penalty (see instructions).......... (^38)
Third Party
Designee
Do you want to allow another person to discuss this return with the IRS? See instructions..................... (^) Yes. Complete below. No Designee’s name
Phone no.
Personal identification number (PIN) Sign Here
Joint return? See instructions. Keep a copy for your records.
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Your signature Date Your occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) Phone no. Email address
Paid Preparer Use Only
Preparer’s name Preparer’s signature Date PTIN Check if: Self-employed Firm’s name Phone no. Firm’s address Firm’s EIN
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2023)
Self-Prepared
Customer Service
BAA REV 01/08/24 Intuit.cg.cfp.sp
2023 Page 2
2023 Page 2
Check here If you do not have health care coverage DOB (mm/dd/yyyy)
Check here If your spouse does not have health care coverage DOB (mm/dd/yyyy)
Check here
E-mail address
MARYLAND
HEALTH CARE
COVERAGE
See Instruction 3.
Name SSN
18. Net income (Subtract line 17 from line 16.).................................... 18. 19. Exemption amount from Exemptions area (See Instruction 10.)...................... 19. 20. Taxable net income (Subtract line 19 from line 18.).............................. 20.
All taxpayers must select one method and check the appropriate box. STANDARD DEDUCTION METHOD (Enter amount on line 17.) ITEMIZED DEDUCTION METHOD (Complete lines 17a and 17b.) 17a. Total federal itemized deductions (from line 17, federal Schedule A). 17a. 17b. State and local income taxes (See Instruction 14.)............. 17b. Subtract line 17b from line 17a and enter amount on line 17.
17. Deduction amount (Part-year residents see Instruction 26 (l and m).)................ 17.
DEDUCTION
METHOD
See Instruction 16.
8. Taxable refunds, credits or offsets of state and local income taxes included in line 1...... 8. 9. Child and dependent care expenses........................................ 9. 10a. Pension exclusion from worksheet (13A)....... Yourself Spouse.. 10a. 10b. Ranger pension exclusion from worksheet (13E).. Yourself Spouse.. 10b. 11. Taxable Social Security and RR benefits (Tier I, II and supplemental) included in line 1.... 11. 12. Income received during period of nonresidence (See Instruction 26.)................ 12. 13. Subtractions from attached Form 502SU.................... 13. 14. Two-income subtraction from worksheet in Instruction 13......................... 14. 15. Total subtractions (Add lines 8 through 14. See instructions.)...................... 15. 16. Maryland adjusted gross income (Subtract line 15 from line 7.)...................... 16.
SUBTRACTIONS
FROM
MARYLAND
INCOME
See Instruction 13.
ADDITIONS
TO MARYLAND
INCOME
See Instruction 12.
1. Adjusted gross income from your federal return................................ 1. 1a. Wages, salaries and/or tips...................... 1a. 1b. Earned income.............................. 1b. 1c. Capital Gain or (loss).......................... 1c. 1d. Taxable Pensions, IRAs, Annuities ( Attach Form 502R. ) 1d. 1e. Place a "Y" in this box if the amount of your investment income is more than $11,..
INCOME
See Instruction 11.
EXEMPTIONS
See Instruction 10. Check appropriate box(es). NOTE: If you are claiming dependents, you must attach the Dependents' Information Form 502B to this form to receive the applicable exemption amount.
A. Yourself Spouse..... Enter number checked See Instruction 10 A. $
B. 65 or over 65 or over
Blind Blind....... Enter number checked X $1,000......... B. $
C. Enter number from line 3 of Dependent Form 502B.......... See Instruction 10 C. $
D. Enter Total Exemptions (Add A, B and C.)............ Total Amount.... D. $
2. Tax-exempt interest on state and local obligations (bonds) other than Maryland......... 2. 3. State retirement pickup................................................. 3. 4. Lump sum distributions (from worksheet in Instruction 12.)....................... 4. 5. Other additions (Enter code letter(s) from Instruction 12.)..... 5. 6. Total additions (Add lines 2 through 5. See instructions.)........................ 6. 7. Total federal adjusted gross income and Maryland additions (Add lines 1 and 6.)........... 7.
I authorize the Comptroller of Maryland to share information from this tax return with Maryland Health Connection for the purpose of determining pre-eligibility for no-cost or low-cost health care coverage.
FORM
502
RESIDENT INCOME
TAX RETURN
X 1
ASHLEY B BRADLEY 216398983
X 08121993
REV 01/01/24 INTUIT.CG.CFP.SP
DO NOT MAIL
E-FILE ONLYF
DO NOT MAIL
2023 Page 3
2023 Page 3
CONTRIBUTIONS
See Instruction 20.
Name SSN
27. Maryland tax after credits (Add lines 21 and 21a, then subtract line 26.) If less than 0, enter 0.27. 28. Local tax (See Instruction 19 for tax rates and worksheet.) Multiply line 20 by your local tax rate .0 or use the Local Tax Worksheet..................... 28. 29. Local earned income credit (from Local Earned Income Credit Worksheet in Instruction 19.).. 29. 30. Local poverty level credit (from Local Poverty Level Credit Worksheet in Instruction 19.).... 30. 31. Local tax credit from Part BB, line 1 of Form 502CR ( Attach Form 502CR. )............. 31. 32. Total credits (Add lines 29 through 31.)...................................... 32. 33. Local tax after credits (Subtract line 32 from line 28.) If less than 0, enter 0............ 33. 34. Total Maryland and local tax (Add lines 27 and 33.).............................. 34. 35. Contribution to Chesapeake Bay and Endangered Species Fund.......... 35. 36. Contribution to Developmental Disabilities Services and Support Fund..... 36. 37. Contribution to Maryland Cancer Fund............................ 37. 38. Contribution to Fair Campaign Financing Fund...................... 38. 39. Total Maryland income tax, local income tax and contributions (Add lines 34 through 38.). 39. 45. Balance due (If line 39 is more than line 44, subtract line 44 from line 39. See Instruction 22.).................................................. 45. 46. Overpayment (If line 39 is less than line 44, subtract line 39 from line 44.)............ 46. 47. Amount of overpayment TO BE APPLIED TO 2024 ESTIMATED TAX............ 47. 48. Amount of overpayment TO BE REFUNDED TO YOU (Subtract line 47 from line 46.) See line 51........................... REFUND 48. 49. Check here if you are attaching Form 502UP. Enter interest charges from line 18, or for late filing or homebuyer withdrawal penalty 49. 50. TOTAL AMOUNT DUE (Add lines 45 and 49.) IF $1 OR MORE, PAY IN FULL WITH THIS RETURN. INCLUDE FORM PV.......... 50.
REFUND
AMOUNT DUE
40. Total Maryland and local tax withheld (Enter total from your W-2 and 1099 forms and attach if MD tax is withheld.)......................................... 40. 41. 2023 estimated tax payments, amount applied from 2022 return, payment made with an extension request, and Form MW506NRS............................ 41. 42. Refundable earned income credit (from worksheet in Instruction 21)................ 42. 43. Refundable income tax credits from Part CC, line 10 of Form 502CR (Attach Form 502CR and/or Schedule K-1 (Forms 510/511), if applicable. See Instruction 21.) 43. 44. Total payments and credits (Add lines 40 through 43.)............................ 44.
MARYLAND
TAX
COMPUTATION
21. Maryland tax (from Tax Table or Computation Worksheet Schedules I or II)............ 21. 21a. Recaptured credit from Part DD, line 1 of Form 502CR. (Attach Form 502CR)......... .21a. 22. Earned income credit (EIC) (See Instruction 18.)............................... 22. Check this box if you are claiming the Maryland Earned Income Credit, but do not qualify for the federal Earned Income Credit. Check this box if you are claiming the Maryland Earned Income Credit with a qualifying child. 23. Poverty level credit (See Instruction 18.)..................................... 23. 24. Other income tax credits for individuals from Part AA, line 14 of Form 502CR ( Attach Form 502CR. ) 24. 25. Business tax credits 26. Total credits (Add lines 22 through 25.)....................................... 26. ........ You must file this form electronically to claim business tax credits on Form 500CR.
LOCAL TAX
COMPUTATION
FORM
502
RESIDENT INCOME
TAX RETURN
ASHLEY B BRADLEY 216398983
REV 01/01/24 INTUIT.CG.CFP.SP
DO NOT MAIL
E-FILE ONLYF
DO NOT MAIL
