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This Product Contains Sensitive Taxpayer Data
Tax Return Transcript
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Request Date: |
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Response Date: |
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Tracking Number: |
100200235179 |
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Customer File Number: |
0987654321 |
SSN Provided: |
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Tax Period Ending: Dec. 31, 2017
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: |
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SPOUSE SSN: |
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NAME(S) SHOWN ON RETURN: DRAK |
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ADDRESS: |
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123 DA |
FILING STATUS: |
Single |
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FORM NUMBER: |
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1040 |
CYCLE POSTED: |
20181005 |
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RECEIVED DATE: |
Jan.15, 2018 |
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REMITTANCE: |
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$0.00 |
EXEMPTION NUMBER: |
1 |
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DEPENDENT 1 |
N ME CTRL: |
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DEPENDENT 1 |
SSN: |
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DEPENDENT 2 |
N ME CTRL: |
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DEPENDENT 2 |
SSN: |
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DEPENDENT 3 |
N ME CTRL: |
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DEPENDENT 3 |
N: |
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DEPENDENT 4 |
N ME CTRL: |
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DEPENDENT 4 |
N: |
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PTIN: |
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PREPARER EIN: |
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Income
WAGES, SALARIES, TIPS, ETC: |
$13,000.00 |
TAXABLE INTEREST INCOME: SCH B: |
$0.00 |
$0.00 |
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ORDINARY DIVIDEND INCOME: SCH B: |
$0.00 |
QUALIFIED DIVIDENDS: |
$0.00 |
REFUNDS OF STATE/LOCAL TAXES: |
$0.00 |
8/9/2018
Page 2 of 6
ALIMONY RECEIVED: |
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$0.00 |
BUSINESS INCOME OR LOSS (Schedule C): |
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$2,500.00 |
BUSINESS INCOME OR LOSS: SCH C PER COMPUTER: |
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$2,500.00 |
CAPITAL GAIN OR LOSS: (Schedule D): |
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$0.00 |
CAPITAL GAINS OR LOSS: SCH D PER COMPUTER: |
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$0.00 |
OTHER GAINS OR LOSSES (Form 4797): |
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$0.00 |
TOTAL IRA DISTRIBUTIONS: |
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$0.00 |
TAXABLE IRA DISTRIBUTIONS: |
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$0.00 |
TOTAL PENSIONS AND ANNUITIES: |
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$0.00 |
SAMPLE |
$0.00 |
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TAXABLE PENSION/ANNUITY AMOUNT: |
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RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E): |
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$0.00 |
RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E) PER COMPUTER: |
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$0.00 |
RENT/ROYALTY INCOME/LOSS PER COMPUTER: |
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$0.00 |
ESTATE/TRUST INCOME/LOSS PER COMPUTER: |
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$0.00 |
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$0.00 |
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FARM INCOME OR LOSS (Schedule F): |
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$0.00 |
FARM INCOME OR LOSS (Schedule F) PER COMPUTER: |
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$0.00 |
UNEMPLOYMENT COMPENSATION: |
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$0.00 |
TOTAL SOCIAL SECURITY BENEFITS: |
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$0.00 |
TAXABLE SOCIAL SECURITY BENEFITS: |
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$0.00 |
TAXABLE SOCIAL SECURITY BENEFITS PER COM UTER: |
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$0.00 |
OTHER INCOME: |
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$0.00 |
SCHEDULE EIC SE INCOME PER COMPUTER: |
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$2,323.00 |
SCHEDULE EIC EARNED INCOME PER COMPUTER: |
$15,323.00 |
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SCH EIC DISQUALIFIED INC COMPUTER: |
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$0.00 |
TOTAL INCOME: |
$15,500.00 |
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TOTAL INCOME PER COMPUTER: |
$15,500.00 |
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Adjustments to Income
EDUCATOR EXPENSES: |
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$0.00 |
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EDUCATOR EXPENSES PER CO PUTER: |
$0.00 |
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RESERVIST AND OTHER |
BUSINESS EXPENSE: |
$0.00 |
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HEALTH |
VINGS |
CCT |
DEDUCTION: |
$0.00 |
HEALTH S VINGS |
CCT |
DEDUCTION PER CO PTR: |
$0.00 |
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MOVING EXPENSES: F3903: |
$0.00 |
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SELF EMPLOYMENT T X DEDUCTION: |
$177.00 |
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SELF EMPLOYMENT T X DEDUCTION PER COMPUTER: |
$177.00 |
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ELF EMPLOYMENT T X DEDUCTION VERIFIED: |
$0.00 |
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KEOGH/ EP CONTRIBUTION DEDUCTION: |
$0.00 |
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$0.00 |
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EARLY WITHDRAWAL OF |
AVINGS PENALTY: |
$0.00 |
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ALIMONY PAID |
N: |
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ALIMONY PAID: |
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$0.00 |
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IRA DEDUCTION: |
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$0.00 |
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IRA DEDUCTION PER COMPUTER: |
$0.00 |
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STUDENT LOAN INTEREST DEDUCTION: |
$0.00 |
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STUDENT LOAN INTEREST DEDUCTION PER COMPUTER: |
$0.00 |
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STUDENT LOAN INTEREST DEDUCTION VERIFIED: |
$0.00 |
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TUITION AND FEES DEDUCTION: |
$0.00 |
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TUITION AND FEES DEDUCTION PER COMPUTER: |
$0.00 |
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DOMESTIC PRODUCTION ACTIVITIES DEDUCTION: |
$0.00 |
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DOMESTIC PRODUCTION ACTIVITIES DEDUCTION PER COMPUTER: |
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$0.00 |
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OTHER ADJUSTMENTS: |
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$0.00 |
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ARCHER MSA DEDUCTION: |
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$0.00 |
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ARCHER MSA DEDUCTION PER COMPUTER: |
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$0.00 |
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TOTAL ADJUSTMENTS: |
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$177.00 |
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TOTAL ADJUSTMENTS PER COMPUTER: |
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$177.00 |
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ADJUSTED GROSS INCOME: |
$15,323.00 |
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ADJUSTED GROSS INCOME PER COMPUTER: |
$15,323.00 |
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SAMPLE |
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Tax and Credits |
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NO |
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BLIND: |
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NO |
SPOUSE |
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NO |
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SPOUSE BLIND: |
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NO |
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STANDARD DEDUCTION PER COMPUTER: |
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$4,850.00 |
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ADDITIONAL STANDARD DEDUCTION PER COMPUTER: |
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$0.00 |
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TAX TABLE INCOME PER COMPUTER: |
$10,473.00 |
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EXEMPTION AMOUNT PER COMPUTER: |
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$3,100.00 |
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TAXABLE INCOME: |
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$7,373.00 |
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TAXABLE INCOME PER COMPUTER: |
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$7,373.00 |
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TOTAL POSITIVE INCOME PER COMPUTER: |
$15,500.00 |
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TENTATIVE TAX: |
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$749.00 |
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TENTATIVE TAX PER COMPUTER: |
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$749.00 |
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FORM 8814 ADDITIONAL TAX AMOUNT: |
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$0.00 |
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TAX ON INCOME LESS SOC SEC INCOME PER COM UTER: |
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$0.00 |
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FORM 6251 ALTERNATIVE MINIMUM TAX: |
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$0.00 |
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FORM 6251 ALTERNATIVE INI UM TAX PER CO UTER: |
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$0.00 |
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FOREIGN TAX CREDIT: |
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$0.00 |
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FOREIGN TAX CREDIT PER CO PUTER: |
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$0.00 |
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FOREIGN INCOME EXCLUSION PER CO PUTER: |
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$0.00 |
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FOREIGN INCOME EXCLUSION TAX PER CO PUTER: |
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$0.00 |
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EXCESS ADVANCE PREMIUM TAX CREDIT REPAY ENT OUNT: |
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$0.00 |
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EXCESS |
DV NCE PREMIUM T X CREDIT REP Y ENT VERIFIED A OUNT: |
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$0.00 |
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CHILD & DEPENDENT C RE CREDIT: |
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$0.00 |
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CHILD & DEPENDENT C RE CREDIT PER COMPUTER: |
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$0.00 |
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CREDIT FOR ELDERLY |
ND DIS BLED: |
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$0.00 |
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CREDIT FOR ELDERLY |
ND DIS BLED PER COMPUTER: |
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$0.00 |
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EDUCATION CREDIT: |
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$0.00 |
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EDUCATION CREDIT PER COMPUTER: |
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$0.00 |
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GRO EDUC TION CREDIT PER COMPUTER: |
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$0.00 |
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RETIREMENT |
AVINGS CNTRB CREDIT: |
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$0.00 |
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RETIREMENT |
AVINGS CNTRB CREDIT PER COMPUTER: |
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$0.00 |
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PRIM RET |
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AV CNTRB: F8880 LN6A: |
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$0.00 |
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EC RET |
AV CNTRB: F8880 LN6B: |
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$0.00 |
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TOTAL RETIREMENT |
AVINGS CONTRIBUTION: F8880 CMPTR: |
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$0.00 |
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RESIDENTIAL ENERGY CREDIT: |
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$0.00 |
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RESIDENTIAL ENERGY CREDIT PER COMPUTER: |
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$0.00 |
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CHILD TAX CREDIT: |
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$0.00 |
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CHILD TAX CREDIT PER COMPUTER: |
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$0.00 |
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ADOPTION CREDIT: F8839: |
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$0.00 |
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ADOPTION CREDIT PER COMPUTER: |
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$0.00 |
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FORM 8396 MORTGAGE CERTIFICATE CREDIT: |
$0.00 |
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FORM 8396 MORTGAGE CERTIFICATE CREDIT PER COMPUTER: |
$0.00 |
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F3800, F8801 AND OTHER CREDIT AMOUNT: |
$0.00 |
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FORM 3800 GENERAL BUSINESS CREDITS: |
$0.00 |
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FORM 3800 GENERAL BUSINESS CREDITS PER COMPUTER: |
$0.00 |
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PRIOR YR MIN TAX CREDIT: F8801: |
$0.00 |
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PRIOR YR MIN TAX CREDIT: F8801 PER COMPUTER: |
$0.00 |
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F8936 |
ELECTRIC MOTOR VEHICLE CREDIT AMOUNT: |
$0.00 |
F8936 |
ELECTRIC MOTOR VEHICLE CREDIT PER COMPUTER: |
$0.00 |
SAMPLE |
$0.00 |
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F8910 |
ALTERNATIVE MOTOR VEHICLE CREDIT AMOUNT: |
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F8910 |
ALTERNATIVE MOTOR VEHICLE CREDIT PER COMPUTER: |
$0.00 |
OTHER CREDITS: |
$0.00 |
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TOTAL CREDITS: |
$0.00 |
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TOTAL CREDITS PER COMPUTER: |
$0.00 |
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INCOME TAX AFTER CREDITS PER COMPUTER: |
$749.00 |
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Other Taxes
SE TAX: |
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$354.00 |
SE TAX PER COMPUTER: |
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$354.00 |
SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS: |
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$0.00 |
SOCIAL SECURITY AND MEDICARE TAX ON UNRE ORTED TI |
ER COM UTER: |
$0.00 |
TAX ON QUALIFIED PLANS F5329 (PR): |
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$0.00 |
TAX ON QUALIFIED PLANS F5329 PER COM UTER: |
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$0.00 |
IRAF TAX PER COMPUTER: |
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$0.00 |
TP TAX FIGURES (REDUCED BY IRAF) PER COM UTER: |
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$1,103.00 |
IMF TOTAL TAX (REDUCED BY IRAF) PER COM UTER: |
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$1,103.00 |
OTHER TAXES PER COMPUTER: |
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$0.00 |
UNPAID FICA ON REPORTED TIPS: |
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$0.00 |
OTHER TAXES: |
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$0.00 |
RECAPTURE TAX: F8611: |
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$0.00 |
HOUSEHOLD EMPLOYMENT TAXES: |
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$0.00 |
HOUSEHOLD EMPLOYMENT TAXES PER CO PUTER: |
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$0.00 |
HEALTH C RE RESPONSIBILITY PEN LTY: |
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$0.00 |
HEALTH C RE RESPONSIBILITY PEN LTY VERIFIED: |
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$0.00 |
HEALTH COVER GE REC PTURE: F8885: |
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$0.00 |
RECAPTURE T XES: |
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$0.00 |
TOTAL SSESSMENT PER COMPUTER: |
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$1,103.00 |
TOTAL T X LI BILITY TP FIGURES: |
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$1,103.00 |
TOTAL T X LI BILITY TP FIGURES PER COMPUTER: |
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$1,103.00 |
Payments
FEDERAL INCOME TAX WITHHELD: |
$1,000.00 |
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HEALTH CARE: INDIVIDUAL RESPONSIBILITY: |
$0.00 |
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HEALTH CARE |
0 |
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E TIMATED TAX |
PAYMENT : |
$0.00 |
OTHER PAYMENT CREDIT: |
$0.00 |
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REFUNDABLE EDUCATION CREDIT: |
$0.00 |
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REFUNDABLE EDUCATION CREDIT PER COMPUTER: |
$0.00 |
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REFUNDABLE EDUCATION CREDIT VERIFIED: |
$0.00 |
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EARNED INCOME CREDIT: |
$0.00 |
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EARNED INCOME CREDIT PER COMPUTER: |
$0.00 |
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EARNED INCOME CREDIT NONTAXABLE COMBAT PAY: |
$0.00 |
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8/9/2018
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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: |
$0.00 |
SCHEDULE 8812 |
ADDITIONAL CHILD TAX CREDIT PER COMPUTER: |
$0.00 |
SCHEDULE 8812 |
ADDITIONAL CHILD TAX CREDIT VERIFIED: |
$0.00 |
AMOUNT PAID WITH FORM 4868: |
$0.00 |
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FORM 2439 REGULATED INVESTMENT COMPANY CREDIT: |
$0.00 |
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FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS: |
$0.00 |
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SAMPLE |
$0.00 |
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FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS PER COMPUTER: |
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HEALTH COVERAGE TX CR: F8885: |
$0.00 |
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PREMIUM TAX CREDIT AMOUNT: |
$0.00 |
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PREMIUM TAX CREDIT VERIFIED AMOUNT: |
$0.00 |
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PRIMARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT: |
$0.00 |
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SECONDARY NAP |
FIRST TIME HOME BUYER INSTALLMENT AMT: |
$0.00 |
FIRST TIME HOMEBUYER CREDIT REPAYMENT AMOUNT: |
$0.00 |
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FORM 5405 TOTAL HOMEBUYERS CREDIT REPAYMENT PER COMPUTER: |
$0.00 |
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SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER: |
$0.00 |
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SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER (2): |
$0.00 |
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FORM 2439 AND |
OTHER CREDITS: |
$0.00 |
TOTAL PAYMENTS: |
$1,000.00 |
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TOTAL PAYMENTS PER COMPUTER: |
$1,000.00 |
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Refund or Amount Owed
AMOUNT YOU OWE: |
$103.00 |
APPLIED TO NEXT YEAR'S ESTIMATED TAX: |
$0.00 |
ESTIMATED TAX PENALTY: |
$0.00 |
TAX ON INCOME LESS STATE REFUND PER CO UTER: |
$0.00 |
BAL DUE/OVER PYMT USING TP FIG PER CO PUTER: |
$103.00 |
BAL DUE/OVER PYMT USING CO PUTER FIGURES: |
$103.00 |
FORM 8888 TOTAL REFUND PER CO PUTER: |
$0.00 |
Third Party Designee
THIRD P RTY DESIGNEE ID NU BER: |
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AUTHORIZ TION INDIC TOR: |
0 |
THIRD RTY DESIGNEE N ME: |
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Schedule
OCIAL |
ECURITY NUMBER: |
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EMPLOYER |
ID NUMBER: |
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BU INE |
NAME: |
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DE CRIPTION OF BU INE /PROFESSION: |
DRAK |
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NAICS CODE: |
000000 |
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ACCT MTHD: |
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FIR T TIME CHEDULE C FILED: |
N |
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TATUTORY EMPLOYEE IND: |
N |
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INCOME
GROSS RECEIPTS OR SALES: |
$2,700.00 |
RETURNS AND ALLOWANCES: |
$0.00 |
NET GROSS RECEIPTS: |
$0.00 |
COST OF GOODS SOLD: |
$0.00 |
SCHEDULE C FORM 1099 REQUIRED: |
NONE |
8/9/2018
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SCHEDULE C FORM 1099 FILED: |
NONE |
OTHER INCOME: |
$0.00 |
EXPENSES
CAR AND TRUCK EXPENSES: |
$0.00 |
DEPRECIATION: |
$0.00 |
INSURANCE (OTHER THAN HEALTH): |
$0.00 |
MORTGAGE INTEREST: |
$0.00 |
LEGAL AND PROFESSIONAL SERVICES: |
$0.00 |
SAMPLE |
$0.00 |
REPAIRS AND MAINTENANCE: |
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TRAVEL: |
$0.00 |
MEALS AND ENTERTAINMENT: |
$0.00 |
WAGES: |
$0.00 |
OTHER EXPENSES: |
$0.00 |
TOTAL EXPENSES: |
$200.00 |
EXP FOR BUSINESS USE OF HOME: |
$0.00 |
SCH C NET PROFIT OR LOSS PER COMPUTER: |
$2,500.00 |
AT RISK CD: |
|
OFFICE EXPENSE AMOUNT: |
$0.00 |
UTILITIES EXPENSE AMOUNT: |
$0.00 |
COST OF GOODS SOLD
INVENTORY |
AT |
BEGINNING OF |
YEAR: |
$0.00 |
INVENTORY |
AT |
END OF YEAR: |
|
$0.00 |
Schedule
SSN OF |
|
NET FARM PROFIT/LOSS: SCH F: |
$0.00 |
CONSERVATION RESERVE PROGRAM PAY ENTS: |
$0.00 |
NET NONFARM PROFIT/LOSS: |
$2,500.00 |
TOTAL SE INCOME: |
$2,500.00 |
SE QUARTERS COVERED: |
4 |
TOTAL SE TAX PER COMPUTER: |
$353.12 |
SE INCOME COMPUTER VERIFIED: |
$0.00 |
SE INCOME PER COMPUTER: |
$2,308.00 |
TOTAL NET E RNINGS PER CO PUTER: |
$2,308.00 |
LONG FORM ONLY
TENTATIVE |
CHURCH RNINGS: |
$0.00 |
|
TOTAL SOC |
SEC & RR W GES: |
$0.00 |
|
E |
T X |
COMPUTER: |
$286.19 |
E MEDIC RE INCOME PER COMPUTER: |
$2,308.00 |
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E MEDICARE TAX PER COMPUTER: |
$66.93 |
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E FARM OPTION METHOD U ED: |
0 |
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E OPTIONAL METHOD INCOME: |
$0.00 |
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Form 8863 - Education Credits (Hope and Lifetime Learning Credits)
PART III - ALLOWABLE EDUCATION CREDITS
GROSS EDUCATION CR PER COMPUTER: |
$0.00 |
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TOTAL EDUCATION CREDIT AMOUNT: |
$0.00 |
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TOTAL EDUCATION CREDIT AMOUNT PER COMPUTER: |
$0.00 |
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This Product Contains Sensitive Taxpayer Data |
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8/9/2018
Document Information
| Fact Name | Details |
|---|---|
| Request Date | 08-09-2018 |
| Tax Period Ending | December 31, 2017 |
| Filing Status | Single |
| Total Income | $15,500.00 |
| Adjusted Gross Income | $15,323.00 |
| Total Tax Liability | $1,103.00 |
| Amount Owed | $103.00 |
Sample Tax Return Transcript - Usage Guidelines
Filling out the Sample Tax Return Transcript form requires careful attention to detail. This document contains sensitive taxpayer information and must be handled securely. Follow these steps to complete the form accurately.
- Locate the Tax Return Transcript Request section at the top of the form.
- Fill in the Response Date as indicated on the form.
- Enter the Tracking Number provided on the form.
- Input the Customer File Number as shown.
- Provide the SSN (Social Security Number) as indicated, ensuring it is accurate.
- Note the Tax Period Ending date and confirm it matches your records.
- Complete the section for Name(s) Shown on Return with the correct names.
- Fill in the Address where you reside.
- Indicate your Filing Status (e.g., Single).
- Enter the Form Number (1040) as specified.
- Record the Cycle Posted date.
- Input the Received Date as per the form.
- Fill in the Remittance amount, if applicable.
- Complete the Exemption Number section.
- List any dependents, including their names and SSNs, if applicable.
- Fill out the income details, including wages, business income, and any other income sources.
- Complete the Adjustments to Income section, noting any deductions.
- Calculate the Adjusted Gross Income and input it accordingly.
- Fill in the Tax and Credits section with relevant information.
- Complete the Other Taxes section, if applicable.
- Input the Payments section, detailing any federal income tax withheld.
- Finally, complete the Refund or Amount Owed section, noting any amounts due or refunds expected.
- Review the form for accuracy before submitting.
Common PDF Forms
Fillable Da 638 - Specific dates related to the award period and presentation are required.
For those looking to facilitate the transaction process, utilizing resources like All Templates PDF can provide valuable templates and guidance for creating a comprehensive California Motorcycle Bill of Sale.
What Information Must Be Listed on a Job Application? - Provide details on any specific days you are unavailable to work.
Dos and Don'ts
Things to Do:
- Provide accurate personal information, including your name and Social Security Number.
- Double-check all entries for accuracy before submitting the form.
- Use black or blue ink when filling out the form to ensure legibility.
- Sign and date the form where required to validate your submission.
Things Not to Do:
- Do not leave any required fields blank; this may delay processing.
- Avoid using correction fluid or tape on the form, as it may cause issues.
- Do not forget to keep a copy of the completed form for your records.
- Do not submit the form without checking for any additional documentation that may be required.
Common mistakes
-
Incorrect Social Security Numbers: Many individuals mistakenly enter the wrong Social Security Number (SSN) for themselves or their spouse. This can lead to delays in processing the tax return and potential issues with the IRS.
-
Missing Signature: A common oversight is failing to sign the form. Without a signature, the IRS may consider the return invalid, which can complicate matters further down the line.
-
Inaccurate Income Reporting: Some people report their income incorrectly. This can happen if they overlook certain income sources or miscalculate their total earnings. It's crucial to ensure that all income is reported accurately to avoid penalties.
-
Omitting Dependents: Forgetting to list dependents can lead to missed tax credits and deductions. Each dependent can significantly affect the overall tax liability, so it’s important to include them if eligible.
-
Ignoring Deadlines: Many individuals submit their forms late. Missing the deadline can result in penalties and interest on any taxes owed. It's essential to be aware of the submission timeline to avoid these issues.