2022 Form 1040 U.S. Individual Income Tax Return Overview

School: University of South Florida, St. Petersburg - Course: TAX 4001 - Subject: Accounting

1040 2022 U.S. Individual Income Tax Return Department of the Treasury—Internal Revenue Service OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space. Filing Status Check only one box. SingleMarried filing jointlyMarried filing separately (MFS)Head of household (HOH)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: Your first name and middle initialLast nameYour social security number If joint return, spouse's first name and middle initialLast nameSpouse'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.StateZIP code Foreign country nameForeign province/state/countyForeign postal code Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. YouSpouse Digital Assets At any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.)YesNo StandardDeduction Someone can claim:You as a dependentYour spouse as a dependent Spouse itemizes on a separate return or you were a dual-status alien Age/BlindnessYou:Were born before January 2, 1958Are blindSpouse:Was born before January 2, 1958Is blind Dependents(see instructions): If more than four dependents, see instructions and check here.. (2)Social securitynumber(3)Relationship to you (4)Check the box if qualifies for (see instructions): (1)First nameLast nameChild tax creditCredit for other dependents Income Attach Form(s) W-2 here. Also attach Forms W-2G and1099-R if tax was withheld. If you did not get a FormW-2, see instructions. 1aTotal amount from Form(s) W-2, box 1 (see instructions).............1a bHousehold employee wages not reported on Form(s) W-2 .............1b cTip income not reported on line 1a (see instructions)..............1c dMedicaid waiver payments not reported on Form(s) W-2 (see instructions)........1d eTaxable dependent care benefits from Form 2441, line 26............1e fEmployer-provided adoption benefits from Form 8839, line 29...........1f gWages from Form 8919, line 6.....................1g hOther earned income (see instructions)..................1h iNontaxable combat pay election (see instructions).......1i zAdd lines 1a through 1h......................1z Attach Sch. B if required.2aTax-exempt interest ...2abTaxable interest.....2b 3aQualified dividends...3abOrdinary dividends .....3b4aIRA distributions ....4abTaxable amount ......4b 5aPensions and annuities ..5abTaxable amount ......5b 6aSocial security benefits ..6abTaxable amount ......6b cIf you elect to use the lump-sum election method, check here (see instructions)..... 7Capital gain or (loss). Attach Schedule D if required. If not required, check here.....7 8Other income from Schedule 1, line 10..................8 9Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is yourtotal income..........9 10Adjustments to income from Schedule 1, line 26...............10 11Subtract line 10 from line 9. This is youradjusted gross income..........11 Standard Deduction for— • Single or Married filing separately, $12,950 •Married filing jointly or Qualifying surviving spouse,$25,900 • Head of household, $19,400 •If you checked any box under Standard Deduction,see instructions. 12Standard deductionoritemized deductions(from Schedule A)..........12 13Qualified business income deduction from Form 8995 or Form 8995-A.........13 14Add lines 12 and 13 ........................14 15Subtract line 14 from line 11. If zero or less, enter -0-. This is yourtaxable income..... 15 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.Cat. No. 11320BForm1040 (2022) AliceJohnson 222233334 31012 31012 1000 40004000 13000 48012 0 48012 12950 12950 35062

Form 1040 (2022)Page 2 Tax andCredits 16Tax(see instructions). Check if any from Form(s):18814249723.. 16 17Amount from Schedule 2, line 3....................17 18Add lines 16 and 17 ........................18 19Child tax credit or credit for other dependents from Schedule 8812..........19 20Amount from Schedule 3, line 8....................20 21Add lines 19 and 20 ........................21 22Subtract line 21 from line 18. If zero or less, enter -0-..............22 23Other taxes, including self-employment tax, from Schedule 2, line 21.........23 24Add lines 22 and 23. This is yourtotal tax.................24 Payments 25Federal income tax withheld from: aForm(s) W-2..................25a bForm(s) 1099 ..................25b cOther forms (see instructions).............25c dAdd lines 25a through 25c......................25d 262022 estimated tax payments and amount applied from 2021 return ..........26 If you have a qualifying child, attach Sch. EIC. 27Earned income credit (EIC) ..............27 28Additional child tax credit from Schedule 8812........28 29American opportunity credit from Form 8863, line 8 .......29 30Reserved for future use ...............30 31Amount from Schedule 3, line 15............31 32Add lines 27, 28, 29, and 31. These are yourtotal other payments and refundable credits..32 33Add lines 25d, 26, and 32. These are yourtotal payments............33 Refund 34If line 33 is more than line 24, subtract line 24 from line 33. This is the amount youoverpaid..34 35aAmount of line 34 you wantrefunded to you. If Form 8888 is attached, check here....35a Direct deposit?See instructions. bRouting numbercType:CheckingSavings dAccount number 36Amount of line 34 you wantapplied to your 2023 estimated tax...36 Amount You Owe 37Subtract line 33 from line 24. This is theamount you owe. For details on how to pay, go towww.irs.gov/Paymentsor see instructions ........ 37 38Estimated 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'snamePhoneno.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 signatureDateYour occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) Spouse's signature. If a joint return,bothmust sign.DateSpouse's occupationIf the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) Phone no.Email address Paid Preparer Use Only Preparer's namePreparer's signatureDatePTINCheck if: Self-employed Firm's namePhone no. Firm's addressFirm's EIN