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Tax Return Guide for Seniors

This document is a 2023 tax return for an individual named Maria Jimenez. It includes her personal information such as name, address, social security number. It shows her filing status as single and adjusted gross income, total tax, federal tax withheld and refund amount. It contains sections for taxpayer declaration and signature authorization.

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Hichem Barkati
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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0% found this document useful (0 votes)
424 views9 pages

Tax Return Guide for Seniors

This document is a 2023 tax return for an individual named Maria Jimenez. It includes her personal information such as name, address, social security number. It shows her filing status as single and adjusted gross income, total tax, federal tax withheld and refund amount. It contains sections for taxpayer declaration and signature authorization.

Uploaded by

Hichem Barkati
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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2023 Tax Return

prepared by,

E-File.com
Form 8879 IRS e-file Signature Authorization
(Rev. January 2021) OMB No. 1545-0074
a
ERO must obtain and retain completed Form 8879.
Department of the Treasury
a Go to www.irs.gov/Form8879 for the latest information.
Internal Revenue Service

F
Submission Identification Number (SID)
Taxpayer’s name Social security number

MARIA JIMENEZ 553-80-6625


Spouse’s name Spouse’s social security number

Part I Tax Return Information — Tax Year Ending December 31, 2023 (Enter year you are authorizing.)
Enter whole dollars only on lines 1 through 5.
Note: Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank.
1 Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 . . . . . . . . . . . . . 3 4753
4 Amount you want refunded to you . . . . . . . . . . . . . . . . . . . . . . 4 480186
5 Amount you owe . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of the income tax return (original or amended) I am now authorizing, and to the best of
my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income tax
return (original or amended) I am now authorizing. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO)
to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason
for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial
Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for
payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry to this account. This
authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a
payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received no later than 2
business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of
taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the
personal identification number (PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable, my
Electronic Funds Withdrawal Consent.
Taxpayer’s PIN: check one box only
9 1 9 1 1
I authorize to enter or generate my PIN as my
Enter five digits, but
ERO firm name don’t enter all zeros
signature on the income tax return (original or amended) I am now authorizing.
X I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III
below.
Your signature a Date a

Spouse’s PIN: check one box only


I authorize to enter or generate my PIN as my
ERO firm name Enter five digits, but
signature on the income tax return (original or amended) I am now authorizing. don’t enter all zeros

I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III
below.

Spouse’s signature a Date a


Practitioner PIN Method Returns Only—continue below
Part III Certification and Authentication — Practitioner PIN Method Only
ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN.
Don’t enter all zeros

I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now
authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the
requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

ERO’s signature a EFILECOM 03/25/2024 Date a


ERO Must Retain This Form — See Instructions
Don’t Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. b
Form 8879 (Rev. 01-2021)
QNA
1040-SR U.S. Tax Return for Seniors 2023
Form 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
MARIA JIMENEZ 553-80-6625
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. Presidential Election Campaign
424 OAKLAWN AVE Check here if you, or your
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code spouse if filing jointly, want $3
to go to this fund. Checking a
CHULA VISTA CA 91910 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse

Filing x Single Married filing jointly (even if only one had income) Married filing separately (MFS)
Status Head of household (HOH) Qualifying surviving spouse (QSS)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child’s
one box. name if the qualifying person is a child but not your dependent:
Digital At any time during 2023, did you: (a) receive (as a reward, award, or payment for
Assets 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 X 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:
Spouse: {
X Were born before January 2, 1959
Was born before January 2, 1959
X Are blind
Is blind
Dependents (2) Social security number (3) Relationship to (4) Check the box if qualifies for (see instructions):
(see instructions): (1) First name Last name you Child tax credit Credit for other dependents

If more than four


dependents, see
instructions and
check here

Income 1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . 1a


Attach
Form(s) W-2 b Household employee wages not reported on Form(s) W-2 . . . . . . 1b
here. Also
attach Forms c Tip income not reported on line 1a (see instructions) . . . . . . . . 1c
W-2G and
1099-R if tax d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) 1d
was
withheld. e Taxable dependent care benefits from Form 2441, line 26 . . . . . . 1e
If you did not
get a Form
f Employer-provided adoption benefits from Form 8839, line 29 . . . . 1f
W-2, see
instructions.
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 2a Tax-exempt interest . 2a b Taxable interest . . 2b
Schedule B
if required. 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 23766 b Taxable amount . . 6b
c If you elect to use the lump-sum election method, check here (see
instructions) . . . . . . . . . . . . . . . . . . . . . . . .
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040-SR (2023)
QNA
JIMENEZ 553-80-6625
Form 1040-SR (2023) Page 2

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 12 Standard deduction or itemized deductions (from Schedule A) . . . 12 17550
See Standard 13 Qualified business income deduction from Form 8995 or Form 8995-A . 13
Deduction Chart
on the last page 14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . 14 17550
of this form.
15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your
taxable income . . . . . . . . . . . . . . . . . . . . . . . 15 0
Tax and 16 Tax (see instructions). Check if any from:
Credits
1 Form(s) 8814 2 Form(s) 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 0
23 Other taxes, including self-employment tax, from Schedule 2, line 21 . . 23 0
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . 24 0
Payments 25 Federal income tax withheld from: FORM 1099

a Form(s) W-2 . . . . . . . . . . . . . . . . . 25a


b Form(s) 1099 . . . . . . . . . . . . . . . . 25b 4753
c Other forms (see instructions) . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . 25d 4753
26 2023 estimated tax payments and amount applied from 2022 return . . 26
If you have
a qualifying 27 Earned income credit (EIC) . . . . . . . . . . . 27
child, attach
Sch. EIC. 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 475433
32 Add lines 27, 28, 29, and 31. These are your total other payments and
refundable credits . . . . . . . . . . . . . . . . . . . . . . 32 475433
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . 33 480186
Go to www.irs.gov/Form1040SR for instructions and the latest information. Form 1040-SR (2023)
QNA
JIMENEZ 553-80-6625
Form 1040-SR (2023) Page 3

Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the
amount you overpaid . . . . . . . . . . . . . . . . . . . . . 34 480186
35a Amount of line 34 you want refunded to you. If Form 8888 is attached,
check here . . . . . . . . . . . . . . . . . . . . . . . . 35a 480186
Direct deposit? b Routing number 0 3 1 1 0 1 3 3 4 c Type: X Checking Savings
See
instructions. d Account number 4 1 1 0 1 4 9 4 7 5 4 3

36 Amount of line 34 you want applied to your 2024


estimated tax . . . . . . . . . . . . . . . . 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe.
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 Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . . Yes. Complete below. No
Designee’s Phone Personal identification
name no. number (PIN)
Sign 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
Here information of which preparer has any knowledge.
Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
Joint return? DISABLE (see inst.)
See instructions.
Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for
Identity Protection PIN, enter it here
your records. (see inst.)
Phone no. (870) 534-8324 Email address MARIAJIME@YOPMAIL.COM
Preparer’s name Preparer’s signature Date PTIN Check if:
Paid
Self-employed
Preparer
Firm’s name Phone no.
Use Only Firm’s address Firm’s EIN
Go to www.irs.gov/Form1040SR for instructions and the latest information. Form 1040-SR (2023)
QNA
JIMENEZ 553-80-6625
Form 1040-SR (2023) Page 4

Standard Deduction Chart*


Add the number of boxes checked in the “Age/Blindness” section of Standard Deduction on page 1 . . . . . 2

IF your filing AND the number of THEN your standard


status is. . . boxes checked is. . . deduction is. . .
1 $15,700
Single
2 17,550
1 $29,200
Married 2 30,700
filing jointly 3 32,200
4 33,700
Qualifying 1 $29,200
surviving spouse 2 30,700
Head of 1 $22,650
household 2 24,500
1 $15,350
Married filing 2 16,850
separately** 3 18,350
4 19,850
* Don’t use this chart if someone can claim you (or your spouse if filing jointly) as a dependent, your spouse itemizes on a
separate return, or you were a dual-status alien. Instead, see instructions.
** You can check the boxes for your spouse if your filing status is married filing separately and your spouse had no
income, isn’t filing a return, and can’t be claimed as a dependent on another person’s return.
Go to www.irs.gov/Form1040SR for instructions and the latest information. Form 1040-SR (2023)

QNA
SCHEDULE 3 OMB No. 1545-0074
Additional Credits and Payments
2023
(Form 1040)
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Attachment
Go to www.irs.gov/Form1040 for instructions and the latest information.
Internal Revenue Service Sequence No. 03
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
MARIA JIMENEZ 553-80-6625
Part I Nonrefundable Credits
1 Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . 1
2 Credit for child and dependent care expenses from Form 2441, line 11. Attach
Form 2441 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . 3
4 Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . . 4
5a Residential clean energy credit from Form 5695, line 15 . . . . . . . . . . . 5a
b Energy efficient home improvement credit from Form 5695, line 32 . . . . . . 5b
6 Other nonrefundable credits:
a General business credit. Attach Form 3800 . . . . . . . . 6a
b Credit for prior year minimum tax. Attach Form 8801 . . . . 6b
c Adoption credit. Attach Form 8839 . . . . . . . . . . . . 6c
d Credit for the elderly or disabled. Attach Schedule R . . . . . 6d
e Reserved for future use . . . . . . . . . . . . . . . . 6e
f Clean vehicle credit. Attach Form 8936 . . . . . . . . . . 6f
g Mortgage interest credit. Attach Form 8396 . . . . . . . . 6g
h District of Columbia first-time homebuyer credit. Attach Form 8859 6h
i Qualified electric vehicle credit. Attach Form 8834 . . . . . 6i
j Alternative fuel vehicle refueling property credit. Attach Form 8911 6j
k Credit to holders of tax credit bonds. Attach Form 8912 . . . 6k
l Amount on Form 8978, line 14. See instructions . . . . . . 6l
m Credit for previously owned clean vehicles. Attach Form 8936 . 6m
z Other nonrefundable credits. List type and amount:
6z
7 Total other nonrefundable credits. Add lines 6a through 6z . . . . . . . . . . 7
8 Add lines 1 through 4, 5a, 5b, and 7. Enter here and on Form 1040, 1040-SR, or
1040-NR, line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
(continued on page 2)
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 3 (Form 1040) 2023
QNA
MARIA JIMENEZ 553-80-6625
Schedule 3 (Form 1040) 2023 Page 2

Part II Other Payments and Refundable Credits


9 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . 9
10 Amount paid with request for extension to file (see instructions) . . . . . . . . 10
11 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . 11
12 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . 12
13 Other payments or refundable credits:
a Form 2439 . . . . . . . . . . . . . . . . . . . . . 13a
b Credit for repayment of amounts included in income from earlier
years . . . . . . . . . . . . . . . . . . . . . . . . 13b
c Elective payment election amount from Form 3800, Part III, line
6, column (i) . . . . . . . . . . . . . . . . . . . . . 13c
d Deferred amount of net 965 tax liability (see instructions) . . . 13d
z Other payments or refundable credits. List type and amount:
RETIRMENT SAVINGS 13z 475433
14 Total other payments or refundable credits. Add lines 13a through 13z . . . . . 14 475433
15 Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 475433
QNA Schedule 3 (Form 1040) 2023
MARIA JIMENEZ 553-80-6625

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<HV6XEWUDFWOLQHIURPOLQH                                                    

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 (QWHUWKHVPDOOHURIOLQHRUOLQH                                                   
 (QWHURQHKDOIRIOLQH                                                              
 (QWHUWKHVPDOOHURIOLQHRUOLQH                                                   
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 $GGOLQHVDQG                                                                  
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