Electronic Filing Instructions for your 2022 Federal Tax Return

Important: Your taxes are not finished until all required steps are completed.

Matthew Smith & Desiree a Brunton

43 Pershing Ave
Tiverton, RI 02878-2628
|
Balance | You've chosen to pay your federal balance due of $2,567.00 by
Due/ | setting up a payment plan with the IRS. You can set up your payment
Refund | plan here:
| https://www.irs.gov/payments/online-payment-agreement-application
|
______________________________________________________________________________________
|
What You | Your Electronic Filing Instructions (this form)
Need to | A copy of your federal return
Keep |
|
______________________________________________________________________________________
|
2022 | Adjusted Gross Income $ 117,772.00
Federal | Taxable Income $ 91,872.00
Tax | Total Tax $ 8,831.00
Return | Total Payments/Credits $ 6,264.00
Summary | Payment Due $ 2,567.00
| Effective Tax Rate 7.50%
|
______________________________________________________________________________________
|
Estimated | Estimated Payments for 2023 - Do not mail these vouchers with your
Payments to | 2022 income tax return. The estimated vouchers displayed below are
Make for Next | used to prepay your 2023 income taxes that will be filed next year.
Year's Return | If you expect to owe more than $1,000 in 2023, you may incur
| underpayment penalties if you do not make these four estimated tax
| payments. This printout includes your estimated tax vouchers for your
| federal estimated taxes (Form 1040-ES).
|
| Mail payments according to the schedule below:
|
| Voucher Number Due Date Amount
| 1 04/18/2023 $ 642.00
| 2 06/15/2023 $ 642.00
| 3 09/15/2023 $ 642.00
| 4 01/16/2024 $ 642.00
|
| Include a separate check or money order for each payment, payable to
| "United States Treasury". Write your social security number and "Form
| 1040-ES" on each check.
|
| Mail payments to:
| Internal Revenue Service
| P.O. Box 931100
| Louisville, KY 40293-1100
|
______________________________________________________________________________________

Page 1 of 1
Hi Matthew and Desiree,

We just want to thank you for using TurboTax this year! It's our goal to make
your taxes easy and accurate, year after year.

With TurboTax Premium:

Your Head Start On Next Year:
When you come back next year, taxes will be so easy! All your
information will be saved and ready to transfer in to your new return.
We'll ask you questions about what changed since we last talked, and
we'll be ready to get you the credits and deductions you deserve, no
matter what life throws at you.

Here's the final wrap up for your 2022 taxes:

Your federal balance due is: $ 2,567.00

You qualified for these important credits:

- Education Credits
- Child Tax Credit

Your Guarantee of Accuracy:

Breathe easy. The calculations on your return are backed with our
100% Accuracy Guarantee.
- We double checked your return for errors along the way.
- We helped with step-by-step guidance to get your answers on the right
IRS forms.
- We asked you specific questions related to your business and found
all the related deductions.
- We made sure you didn't miss a deduction even if something in your life
changed, like a new job, new house - or more kids!

Also included:
- We provide the Audit Support Center free of charge, in the unlikely
event you get audited.

Many happy returns from TurboTax.

 I Detach Here and Mail With Your Payment I
Calendar Year '
Department of the Treasury
Internal Revenue Service Due 04/18/2023 2023 Form 1040-ES Payment Voucher 1
File only if you are making a payment of estimated tax by check or money order. Mail this Amount of estimated tax
voucher with your check or money order payable to the 'United States Treasury.' Write your
social security number and ' 2023 Form 1040-ES' on your check or money order. Do not send you are paying by check
cash. Enclose, but do not staple or attach, your payment with this voucher. or money order . . . . . . . . . . G 642.
REV 03/22/23 TTO 1555

232-29-0487 017-64-0460
MATTHEW SMITH
DESIREE A BRUNTON INTERNAL REVENUE SERVICE
43 PERSHING AVE PO BOX 931100
TIVERTON RI 02878-2628 LOUISVILLE KY 40293-1100

232290487 OS SMIT 30 0 202312 430

 I Detach Here and Mail With Your Payment I
Calendar Year '
Department of the Treasury
Internal Revenue Service Due 06/15/2023 2023 Form 1040-ES Payment Voucher 2
File only if you are making a payment of estimated tax by check or money order. Mail this Amount of estimated tax
voucher with your check or money order payable to the 'United States Treasury.' Write your
social security number and ' 2023 Form 1040-ES' on your check or money order. Do not send you are paying by check
cash. Enclose, but do not staple or attach, your payment with this voucher. or money order . . . . . . . . . . G 642.
REV 03/22/23 TTO 1555

232-29-0487 017-64-0460
MATTHEW SMITH
DESIREE A BRUNTON INTERNAL REVENUE SERVICE
43 PERSHING AVE PO BOX 931100
TIVERTON RI 02878-2628 LOUISVILLE KY 40293-1100

232290487 OS SMIT 30 0 202312 430

 I Detach Here and Mail With Your Payment I
Calendar Year '
Department of the Treasury
Internal Revenue Service Due 09/15/2023 2023 Form 1040-ES Payment Voucher 3
File only if you are making a payment of estimated tax by check or money order. Mail this Amount of estimated tax
voucher with your check or money order payable to the 'United States Treasury.' Write your
social security number and ' 2023 Form 1040-ES' on your check or money order. Do not send you are paying by check
cash. Enclose, but do not staple or attach, your payment with this voucher. or money order . . . . . . . . . . G 642.
REV 03/22/23 TTO 1555

232-29-0487 017-64-0460
MATTHEW SMITH
DESIREE A BRUNTON INTERNAL REVENUE SERVICE
43 PERSHING AVE PO BOX 931100
TIVERTON RI 02878-2628 LOUISVILLE KY 40293-1100

232290487 OS SMIT 30 0 202312 430

 I Detach Here and Mail With Your Payment I
Calendar Year '
Department of the Treasury
Internal Revenue Service Due 01/16/2024 2023 Form 1040-ES Payment Voucher 4
File only if you are making a payment of estimated tax by check or money order. Mail this Amount of estimated tax
voucher with your check or money order payable to the 'United States Treasury.' Write your
social security number and ' 2023 Form 1040-ES' on your check or money order. Do not send you are paying by check
cash. Enclose, but do not staple or attach, your payment with this voucher. or money order . . . . . . . . . . G 642.
REV 03/22/23 TTO 1555

232-29-0487 017-64-0460
MATTHEW SMITH
DESIREE A BRUNTON INTERNAL REVENUE SERVICE
43 PERSHING AVE PO BOX 931100
TIVERTON RI 02878-2628 LOUISVILLE KY 40293-1100

232290487 OS SMIT 30 0 202312 430

Consent to disclose your information to Credit Karma

To open and process your Credit Karma MoneyTM account, we’ll need to share your
info with Credit Karma.

We’ll share the following information with Credit Karma:

● Personal and contact information for the primary filer, including first and last
name, Social Security number, date of birth, mailing address used to file taxes
(street, apartment, city, state, zip code), and email address.
● Identity verification information, including confirmation that the Social Security
number matches the name and date of birth on the account, and ID check
completion.
● Refund information, including federal and state refund amounts to be
deposited in a Credit Karma MoneyTM account.

By signing this disclosure agreement, you’ll allow us to share relevant info from your
tax return with Credit Karma for this purpose. You are consenting to allow this
disclosure within 3 years of the date of your signature.

Before you sign, here’s the fine print.

Federal law requires this consent form be provided to you. Unless authorized by law,
we cannot disclose your tax return information to third parties for purposes other than
the preparation and filing of your tax return without your consent. If you consent to
the disclosure of your tax return information, Federal law may not protect your tax
return information from further use or distribution.

You are not required to complete this form to engage our tax return preparation
services. If we obtain your signature on this form by conditioning our tax return
preparation services on your consent, your consent will not be valid. If you agree to
the disclosure of your tax return information, your consent is valid for the amount of
time that you specify. If you do not specify the duration of your consent, your consent
is valid for one year from the date of signature.

If you believe your tax return information has been disclosed or used improperly in a
manner unauthorized by law or without your permission, you may contact the
Treasury Inspector General for Tax Administration (TIGTA) at
https://treasury.gov/tigta/.

REV 03/22/23 TTO

Do you agree to let TurboTax share your information with Credit Karma to open a new
Credit Karma MoneyTM account?

I agree
Taxpayer First Name: Matthew

Taxpayer Last Name: Smith

Today’s Date: 04/15/2023

Spouse First Name: Desiree

Spouse Last Name: Brunton

Today’s Date: 04/15/2023

REV 03/22/23 TTO

Consent to use your information for Credit Karma Money™ eligibility check

We’ll need to check your age, address, and tax refund info to make sure you’re
eligible to apply for a Credit Karma MoneyTM account.

Here are the eligibility requirements to apply for a Credit Karma Money™ account:

● You’re a U.S. citizen or legal alien residing in the fifty (50) states of the United
States (“U.S.”) or the District of Columbia
● You're 18 or older
● You have a valid social security number
● You’ve provided a verifiable U.S. street address (not a P.O. Box) to receive the
VISA Debit card

Additionally, TurboTax requires you to have a federal refund of $1 or more if opening

up a new account within TurboTax.

Signing this use agreement lets us use this info on your tax return to check your
eligibility.

Before you sign, here’s the fine print.

Federal law requires this consent form be provided to you. Unless authorized by law,
we cannot use your tax return information for purposes other than the preparation
and filing of your tax return without your consent. You are not required to complete
this form to engage our tax return preparation services. If we obtain your signature on
this form by conditioning our tax return preparation services on your consent, your
consent will not be valid. Your consent is valid for the amount of time that you specify.
If you do not specify the duration of your consent, your consent is valid for one year
from the date of signature.

If you believe your tax return information has been disclosed or used improperly in a
manner unauthorized by law or without your permission, you may contact the
Treasury Inspector General for Tax Administration (TIGTA) at
https://treasury.gov/tigta/.

Do you agree to let TurboTax review your tax information to determine if you're
eligible to apply for a Credit Karma MoneyTM account?

REV 03/22/23 TTO

I agree
Taxpayer First Name: Matthew

Taxpayer Last Name: Smith

Today’s Date: 04/15/2023

Spouse First Name: Desiree

Spouse Last Name: Brunton

Today’s Date: 04/15/2023

REV 03/22/23 TTO

 1040 U.S. Individual Income Tax Return 2022
Form Department of the Treasury—Internal Revenue Service

OMB No. 1545-0074 IRS 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 surviving
Check only spouse (QSS)
one box. 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 initial Last name Your social security number
Matthew Smith 232-29-0487
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number
Desiree a Brunton 017-64-0460
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
43 Pershing Ave Check here if you, or your
spouse if filing jointly, want $3
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code
to go to this fund. Checking a
Tiverton RI 028782628 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse

Digital At any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell,
Assets exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) 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, 1958 Are blind Spouse: Was born before January 2, 1958 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) Check the box if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four Sedra j Smith 039-72-5790 Daughter
dependents,
see instructions
and check
here . .

Income 1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . 1a 120,572.
b Household employee wages not reported on Form(s) W-2 . . . . . . . . . . . . . 1b
Attach Form(s) c Tip income not reported on line 1a (see instructions) . . . . . . . . . . . . . . 1c
W-2 here. Also
attach Forms d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) . . . . . . . . 1d
W-2G and e Taxable dependent care benefits from Form 2441, line 26 . . . . . . . . . . . . 1e
1099-R if tax
was withheld. f Employer-provided adoption benefits from Form 8839, line 29 . . . . . . . . . . . 1f
If you did not g Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . . . . . . 1g
get a Form h Other earned income (see instructions) . . . . . . . . . . . . . . . . . . 1h 0.
W-2, see
instructions.
i Nontaxable combat pay election (see instructions) . . . . . . . 1i
z Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . . . . 1z 120,572.
Attach Sch. B 2a Tax-exempt interest . . . 2a b Taxable interest . . . . . 2b
if required. 3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b
Standard 5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b
Deduction for—
6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
• Single or
Married filing c If you elect to use the lump-sum election method, check here (see instructions) . . . . .
separately,
$12,950 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . 7
• Married filing 8 Other income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . . 8 0.
jointly or
Qualifying 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . 9 120,572.
surviving spouse,
$25,900
10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10 2,800.
• Head of 11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . 11 117,772.
household,
$19,400 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 25,900.
• If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . 13 0.
any box under
Standard 14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 25,900.
Deduction, 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income . . . . .
see instructions.
15 91,872.

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2022)
Form 1040 (2022) Page 2

Tax and 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 11,447.
Credits 17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17 0.
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 11,447.
19 Child tax credit or credit for other dependents from Schedule 8812 . . . . . . . . . . 19 2,000.
20 Amount from Schedule 3, line 8 . . . . . . . . . . . . . . . . . . . . 20 616.
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21 2,616.
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22 8,831.
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 8,831.
Payments 25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 6,264.
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 6,264.
26 2022 estimated tax payments and amount applied from 2021 return . . . . . . . . . . 26
If you have a
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . .No. . 27
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
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 6,264.
34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34
Refund
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . 35a
Direct deposit? b Routing number X X X X X X X X X c Type: Checking Savings
See instructions.
d Account number X X X X X X X X X X X X X X X X X
36 Amount of line 34 you want applied to your 2023 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 2,567.
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)
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
Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
Joint return? Union Carpenter (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.)
Arts Administrator / Arts Educator
Phone no. (401)588-4851 Email address
Preparer’s name Preparer’s signature Date PTIN Check if:
Paid Self-employed
Preparer
Firm’s name Self-Prepared Phone no.
Use Only
Firm’s address Firm’s EIN
Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 03/22/23 TTO Form 1040 (2022)
SCHEDULE 1 OMB No. 1545-0074
Additional Income and Adjustments to Income
(Form 1040)
Department of the Treasury
Attach to Form 1040, 1040-SR, or 1040-NR. 2022
Attachment
Go to www.irs.gov/Form1040 for instructions and the latest information.
Internal Revenue Service Sequence No. 01
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
Matthew Smith & Desiree a Brunton 232-29-0487
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . 1
2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Date of original divorce or separation agreement (see instructions):
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . . . 3 0.
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . 5
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income:
a Net operating loss . . . . . . . . . . . . . . . . . . . 8a ( )
b Gambling . . . . . . . . . . . . . . . . . . . . . . 8b
c Cancellation of debt . . . . . . . . . . . . . . . . . . 8c
d Foreign earned income exclusion from Form 2555 . . . . . . . 8d ( )
e Income from Form 8853 . . . . . . . . . . . . . . . . . 8e
f Income from Form 8889 . . . . . . . . . . . . . . . . . 8f
g Alaska Permanent Fund dividends . . . . . . . . . . . . . 8g
h Jury duty pay . . . . . . . . . . . . . . . . . . . . . 8h
i Prizes and awards . . . . . . . . . . . . . . . . . . . 8i
j Activity not engaged in for profit income . . . . . . . . . . . 8j
k Stock options . . . . . . . . . . . . . . . . . . . . . 8k
l 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 . . . 8l
m Olympic and Paralympic medals and USOC prize money (see
instructions) . . . . . . . . . . . . . . . . . . . . . 8m
n Section 951(a) inclusion (see instructions) . . . . . . . . . . 8n
o Section 951A(a) inclusion (see instructions) . . . . . . . . . . 8o
p Section 461(l) excess business loss adjustment . . . . . . . . 8p
q Taxable distributions from an ABLE account (see instructions) . . . 8q
r Scholarship and fellowship grants not reported on Form W-2 . . . 8r
s Nontaxable amount of Medicaid waiver payments included on Form
1040, line 1a or 1d . . . . . . . . . . . . . . . . . . . 8s ( )
t Pension or annuity from a nonqualifed deferred compensation plan or
a nongovernmental section 457 plan . . . . . . . . . . . . 8t
u Wages earned while incarcerated . . . . . . . . . . . . . 8u
z Other income. List type and amount:
8z
9 Total other income. Add lines 8a through 8z . . . . . . . . . . . . . . . . . . 9
10 Combine lines 1 through 7 and 9. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 10 0.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2022
Schedule 1 (Form 1040) 2022 Page 2

Part II Adjustments to Income

11 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 300.
12 Certain business expenses of reservists, performing artists, and fee-basis government
officials. Attach Form 2106 . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . . . 13
14 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . . . 14
15 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . . . 15
16 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . 16
17 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . 17
18 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . 18
19a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19a
b Recipient’s SSN . . . . . . . . . . . . . . . . . . . . . .
c Date of original divorce or separation agreement (see instructions):
20 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . 21 2,500.
22 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . . 22
23 Archer MSA deduction . . . . . . . . . . . . . . . . . . . . . . . . . 23
24 Other adjustments:
a Jury duty pay (see instructions) . . . . . . . . . . . . . . 24a
b Deductible expenses related to income reported on line 8l from the
rental of personal property engaged in for profit . . . . . . . . 24b
c Nontaxable amount of the value of Olympic and Paralympic medals
and USOC prize money reported on line 8m . . . . . . . . . . 24c
d Reforestation amortization and expenses . . . . . . . . . . . 24d
e Repayment of supplemental unemployment benefits under the Trade
Act of 1974 . . . . . . . . . . . . . . . . . . . . . . 24e
f Contributions to section 501(c)(18)(D) pension plans . . . . . . . 24f
g Contributions by certain chaplains to section 403(b) plans . . . . 24g
h Attorney fees and court costs for actions involving certain unlawful
discrimination claims (see instructions) . . . . . . . . . . . . 24h
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 . . . . . . . . . . . . . . . . . . . 24i
j Housing deduction from Form 2555 . . . . . . . . . . . . . 24j
k Excess deductions of section 67(e) expenses from Schedule K-1 (Form
1041) . . . . . . . . . . . . . . . . . . . . . . . . 24k
z Other adjustments. List type and amount:
24z
25 Total other adjustments. Add lines 24a through 24z . . . . . . . . . . . . . . . 25
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 2,800.
BAA REV 03/22/23 TTO Schedule 1 (Form 1040) 2022
SCHEDULE 3 OMB No. 1545-0074
Additional Credits and Payments
2022
(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
Matthew Smith & Desiree a Brunton 232-29-0487
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 . . . . . . . . . . . . . . . . . 3 616.
4 Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . . 4
5 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . 5
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 Alternative motor vehicle credit. Attach Form 8910 . . . . . 6e
f Qualified plug-in motor 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
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 5 and 7. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 616.
(continued on page 2)
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 03/22/23 TTO Schedule 3 (Form 1040) 2022
Schedule 3 (Form 1040) 2022 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 qualified sick and family leave wages paid in 2022 from
Schedule(s) H for leave taken before April 1, 2021 . . . . . . 13b
c Reserved for future use . . . . . . . . . . . . . . . . 13c
d Credit for repayment of amounts included in income from earlier
years . . . . . . . . . . . . . . . . . . . . . . . . 13d
e Reserved for future use . . . . . . . . . . . . . . . . 13e
f Deferred amount of net 965 tax liability (see instructions) . . . 13f
g Reserved for future use . . . . . . . . . . . . . . . . 13g
h Credit for qualified sick and family leave wages paid in 2022
from Schedule(s) H for leave taken after March 31, 2021, and
before October 1, 2021 . . . . . . . . . . . . . . . . 13h
z Other payments or refundable credits. List type and amount:
13z
14 Total other payments or refundable credits. Add lines 13a through 13z . . . . . 14
15 Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
REV 03/22/23 TTO Schedule 3 (Form 1040) 2022
BAA
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074

2022
(Form 1040) (Sole Proprietorship)
Department of the Treasury
Go to www.irs.gov/ScheduleC for instructions and the latest information.
Attachment
Internal Revenue Service Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships must generally file Form 1065. Sequence No. 09
Name of proprietor Social security number (SSN)
Desiree a Brunton 017-64-0460
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
herbalist consultant 9 9 9 0 0 0
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
Deer Mother Herbals
E Business address (including suite or room no.) 43 Pershing Ave
City, town or post office, state, and ZIP code Tiverton, RI 02878-2628
F Accounting method: (1) Cash (2) Accrual (3) Other (specify)
G Did you “materially participate” in the operation of this business during 2022? If “No,” see instructions for limit on losses . Yes No
H If you started or acquired this business during 2022, check here . . . . . . . . . . . . . . . . . .
I Did you make any payments in 2022 that would require you to file Form(s) 1099? See instructions . . . . . . . . Yes No
J If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . 1 1,007.
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 3 1,007.
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . 5 1,007.
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . 6
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . 7 1,007.
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . 8 589. 18 Office expense (see instructions) . 18 278.
9 Car and truck expenses 19 Pension and profit-sharing plans . 19
(see instructions) . . . 9 4,658. 20 Rent or lease (see instructions):
10 Commissions and fees . 10 a Vehicles, machinery, and equipment 20a
11 Contract labor (see instructions) 11 b Other business property . . . 20b
12 Depletion . . . . . 12 21 Repairs and maintenance . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . 22 976.
expense deduction (not
included in Part III) (see 23 Taxes and licenses . . . . . 23
instructions) . . . . 13 2,488. 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . 24a 89.
(other than on line 19) . 14 b Deductible meals (see
15 Insurance (other than health) 15 instructions) . . . . . . . 24b 700.
16 Interest (see instructions): 25 Utilities . . . . . . . . 25 3,408.
a Mortgage (paid to banks, etc.) 16a 26 Wages (less employment credits) 26
b Other . . . . . . 16b 27a Other expenses (from line 48) . . 27a
17 Legal and professional services 17 b Reserved for future use . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . 28 13,186.
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . 29 -12,179.
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method. See instructions.
Simplified method filers only: Enter the total square footage of (a) your home: 1516
and (b) the part of your home used for business: 130 . Use the Simplified
Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . 30

}
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you
checked the box on line 1, see instructions.) Estates and trusts, enter on Form 1041, line 3. 31 0.
• If a loss, you must go to line 32.

}
32 If you have a loss, check the box that describes your investment in this activity. See instructions.

• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule
SE, line 2. (If you checked the box on line 1, see the line 31 instructions.) Estates and trusts, enter on 32a All investment is at risk.
Form 1041, line 3. 32b Some investment is not
• If you checked 32b, you must attach Form 6198. Your loss may be limited. at risk.
For Paperwork Reduction Act Notice, see the separate instructions. BAA REV 03/22/23 TTO Schedule C (Form 1040) 2022
Schedule C (Form 1040) 2022 Page 2
Part III Cost of Goods Sold (see instructions)

33 Method(s) used to
value closing inventory: a Cost b Lower of cost or market c Other (attach explanation)
34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory?
If “Yes,” attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

35 Inventory at beginning of year. If different from last year’s closing inventory, attach explanation . . . 35

36 Purchases less cost of items withdrawn for personal use . . . . . . . . . . . . . . 36

37 Cost of labor. Do not include any amounts paid to yourself . . . . . . . . . . . . . . 37

38 Materials and supplies . . . . . . . . . . . . . . . . . . . . . . . . 38

39 Other costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

40 Add lines 35 through 39 . . . . . . . . . . . . . . . . . . . . . . . . 40

41 Inventory at end of year . . . . . . . . . . . . . . . . . . . . . . . . 41

42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 . . . . . . 42
Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and
are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file
Form 4562.

43 When did you place your vehicle in service for business purposes? (month/day/year)

44 Of the total number of miles you drove your vehicle during 2022, enter the number of miles you used your vehicle for:

a Business b Commuting (see instructions) c Other

45 Was your vehicle available for personal use during off-duty hours? . . . . . . . . . . . . . . . Yes No

46 Do you (or your spouse) have another vehicle available for personal use?. . . . . . . . . . . . . . Yes No

47a Do you have evidence to support your deduction? . . . . . . . . . . . . . . . . . . . . Yes No

b If “Yes,” is the evidence written? . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

Part V Other Expenses. List below business expenses not included on lines 8–26 or line 30.

48 Total other expenses. Enter here and on line 27a . . . . . . . . . . . . . . . . 48

REV 03/22/23 TTO Schedule C (Form 1040) 2022
Form 6198
(Rev. December 2020)
At-Risk Limitations OMB No. 1545-0712

a Attach to your tax return.

Attachment
Department of the Treasury 31
Internal Revenue Service
a Go to www.irs.gov/Form6198 for instructions and the latest information. Sequence No.
Name(s) shown on return Identifying number
Matthew Smith & Desiree a Brunton 232-29-0487
Description of activity (see instructions)
Sch C Deer Mother Herbals
Part I Current Year Profit (Loss) From the Activity, Including Prior Year Nondeductible Amounts.
See instructions.
1 Ordinary income (loss) from the activity (see instructions) . . . . . . . . . . . . . . . 1 -12,179.
2 Gain (loss) from the sale or other disposition of assets used in the activity (or of your interest in the
activity) that you are reporting on:
a Schedule D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Form 4797 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b
c Other form or schedule . . . . . . . . . . . . . . . . . . . . . . . . . . 2c
3 Other income and gains from the activity, from Schedule K-1 (Form 1065) or Schedule K-1 (Form
1120-S), that were not included on lines 1 through 2c . . . . . . . . . . . . . . . . 3
4 Other deductions and losses from the activity, including investment interest expense allowed from
Form 4952, that were not included on lines 1 through 2c . . . . . . . . . . . . . . . 4 ( )
5 Current year profit (loss) from the activity. Combine lines 1 through 4. See the instructions before
completing the rest of this form . . . . . . . . . . . . . . . . . . . . . . . 5 -12,179.
Part II Simplified Computation of Amount at Risk. See the instructions before completing this part.
6 Adjusted basis (as defined in section 1011) in the activity (or in your interest in the activity) on the first
day of the tax year. Do not enter less than zero . . . . . . . . . . . . . . . . . . 6
7 Increases for the tax year (see instructions) . . . . . . . . . . . . . . . . . . . . 7
8 Add lines 6 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Decreases for the tax year (see instructions) . . . . . . . . . . . . . . . . . . . 9
10a Subtract line 9 from line 8 . . . . . . . . . . . . . . . . a 10a
b If line 10a is more than zero, enter that amount here and go to line 20 (or complete Part III).
Otherwise, enter -0- and see Pub. 925 for information on the recapture rules . . . . . . . . 10b
Part III Detailed Computation of Amount at Risk. If you completed Part III of Form 6198 for the prior year, see
the instructions.
11 Investment in the activity (or in your interest in the activity) at the effective date. Do not enter less than
zero . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Increases at effective date . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Add lines 11 and 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Decreases at effective date . . . . . . . . . . . . . . . . . . . . . . . . . 14
15 Amount at risk (check box that applies):

}
a At effective date. Subtract line 14 from line 13. Do not enter less than zero.
b From your prior year Form 6198, line 19b. Do not enter the amount from line 10b of 15
your prior year form.
16 Increases since (check box that applies):
a Effective date b The end of your prior year . . . . . . . . . . . . . . . . 16
17 Add lines 15 and 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18 Decreases since (check box that applies):
a Effective date b The end of your prior year . . . . . . . . . . . . . . . . 18
19a Subtract line 18 from line 17 . . . . . . . . . . . . . . . a 19a
b If line 19a is more than zero, enter that amount here and go to line 20. Otherwise, enter -0- and see
Pub. 925 for information on the recapture rules . . . . . . . . . . . . . . . . . . 19b
Part IV Deductible Loss
20 Amount at risk. Enter the larger of line 10b or line 19b . . . . . . . . . . . . . . . 20
21 Deductible loss. Enter the smaller of the line 5 loss (treated as a positive number) or line 20. See the
instructions to find out how to report any deductible loss and any carryover . . . . . . . . . 21 ( )
Note: If the loss is from a passive activity, see the Instructions for Form 8582, Passive Activity Loss Limitations, or the
Instructions for Form 8810, Corporate Passive Activity Loss and Credit Limitations, to find out if the loss is allowed under
the passive activity rules. If only part of the loss is subject to the passive activity loss rules, report only that part on Form
8582 or Form 8810, whichever applies.
For Paperwork Reduction Act Notice, see the Instructions for Form 6198. BAA REV 03/22/23 TTO Form 6198 (Rev. 12-2020)
SCHEDULE 8812 Credits for Qualifying Children OMB No. 1545-0074
(Form 1040) and Other Dependents
Attach to Form 1040, 1040-SR, or 1040-NR.
2022
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Schedule8812 for instructions and the latest information. Sequence No. 47
Name(s) shown on return Your social security number
Matthew Smith & Desiree a Brunton 232-29-0487
Part I Child Tax Credit and Credit for Other Dependents
1 Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . 1 117,772.
2a Enter income from Puerto Rico that you excluded . . . . . . . . . . . 2a
b Enter the amounts from lines 45 and 50 of your Form 2555 . . . . . . . . 2b 0.
c Enter the amount from line 15 of your Form 4563 . . . . . . . . . . . 2c
d Add lines 2a through 2c . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d 0.
3 Add lines 1 and 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 117,772.
4 Number of qualifying children under age 17 with the required social security number 4 1
5 Multiply line 4 by $2,000 . . . . . . . . . . . . . . . . . . . . . . . . . . 5 2,000.
6 Number of other dependents, including any qualifying children who are not under age
17 or who do not have the required social security number . . . . . . . . 6 0
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.
7 Multiply line 6 by $500 . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Add lines 5 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 2,000.
9 Enter the amount shown below for your filing status.
• Married filing jointly—$400,000
• All other filing statuses—$200,000 } . . . . . . . . . . . . . . . . . . . . . . 9 400,000.
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. . . . . . . . 10 0.
11 Multiply line 10 by 5% (0.05) . . . . . . . . . . . . . . . . . . . . . . . . . 11 0.
12 Is the amount on line 8 more than the amount on line 11? . . . . . . . . . . . . . . . . . 12 2,000.
No. STOP. You cannot take the child tax credit, credit for other dependents, or additional child tax credit.
Skip Parts II-A and II-B. Enter -0- on lines 14 and 27.
Yes. Subtract line 11 from line 8. Enter the result.
13 Enter the amount from the Credit Limit Worksheet A . . . . . . . . . . . . . . . . . 13 10,831.
14 Enter the smaller of line 12 or 13. This is your child tax credit and credit for other dependents . . . . . 14 2,000.
Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 19.
If the amount on line 12 is more than the amount on line 14, you may be able to take the additional child tax credit
on Form 1040, 1040-SR, or 1040-NR, line 28. Complete your Form 1040, 1040-SR, or 1040-NR through line 27
(also complete Schedule 3, line 11) before completing Part II-A.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 03/22/23 TTO Schedule 8812 (Form 1040) 2022
Schedule 8812 (Form 1040) 2022 Page 2
Part II-A Additional Child Tax Credit for All Filers
Caution: If you file Form 2555, you cannot claim the additional child tax credit.
15 Check this box if you do not want to claim the additional child tax credit. Skip Parts II-A and II-B. Enter -0- on line 27 . . . . .
16a Subtract line 14 from line 12. If zero, stop here; you cannot take the additional child tax credit. Skip Parts II-A
and II-B. Enter -0- on line 27 . . . . . . . . . . . . . . . . . . . . . . . . . 16a 0.
b Number of qualifying children under 17 with the required social security number: x $1,500.
Enter the result. If zero, stop here; you cannot claim the additional child tax credit. Skip Parts II-A and II-B.
Enter -0- on line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16b
TIP: The number of children you use for this line is the same as the number of children you used for line 4.
17 Enter the smaller of line 16a or line 16b . . . . . . . . . . . . . . . . . . . . . . 17
18a Earned income (see instructions) . . . . . . . . . . . . . . . . 18a
b Nontaxable combat pay (see instructions) . . . . . . 18b
19 Is the amount on line 18a more than $2,500?
No. Leave line 19 blank and enter -0- on line 20.
Yes. Subtract $2,500 from the amount on line 18a. Enter the result . . . . 19
20 Multiply the amount on line 19 by 15% (0.15) and enter the result . . . . . . . . . . . . . . 20
Next. On line 16b, is the amount $4,500 or more?
No. If you are a bona fide resident of Puerto Rico, go to line 21. Otherwise, skip Part II-B and enter the
smaller of line 17 or line 20 on line 27.
Yes. If line 20 is equal to or more than line 17, skip Part II-B and enter the amount from line 17 on line 27.
Otherwise, go to line 21.
Part II-B Certain Filers Who Have Three or More Qualifying Children and Bona Fide Residents of Puerto Rico
21 Withheld social security, Medicare, and Additional Medicare taxes from Form(s) W-2,
boxes 4 and 6. If married filing jointly, include your spouse’s amounts with yours. If
your employer withheld or you paid Additional Medicare Tax or tier 1 RRTA taxes, see
instructions . . . . . . . . . . . . . . . . . . . . . . . 21
22 Enter the total of the amounts from Schedule 1 (Form 1040), line 15; Schedule 2 (Form
1040), line 5; Schedule 2 (Form 1040), line 6; and Schedule 2 (Form 1040), line 13 . 22
23 Add lines 21 and 22 . . . . . . . . . . . . . . . . . . . . 23
24 1040 and

}
1040-SR filers: Enter the total of the amounts from Form 1040 or 1040-SR, line 27,
and Schedule 3 (Form 1040), line 11.
1040-NR filers: Enter the amount from Schedule 3 (Form 1040), line 11. 24
25 Subtract line 24 from line 23. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . 25
26 Enter the larger of line 20 or line 25 . . . . . . . . . . . . . . . . . . . . . . . 26
Next, enter the smaller of line 17 or line 26 on line 27.
Part II-C Additional Child Tax Credit
27 This is your additional child tax credit. Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 28 . . 27
REV 03/22/23 TTO Schedule 8812 (Form 1040) 2022
BAA
 8863 Education Credits OMB No. 1545-0074
(American Opportunity and Lifetime Learning Credits)
2022
Form

Department of the Treasury Attach to Form 1040 or 1040-SR.

Attachment
Internal Revenue Service Go to www.irs.gov/Form8863 for instructions and the latest information. Sequence No. 50
Name(s) shown on return Your social security number
Matthew Smith & Desiree a Brunton 232-29-0487

F
!
CAUTION
Complete a separate Part III on page 2 for each student for whom you’re claiming either credit before
you complete Parts I and II.

Part I Refundable American Opportunity Credit

1 After completing Part III for each student, enter the total of all amounts from all Parts III, line 30 . . 1
2 Enter: $180,000 if married filing jointly; $90,000 if single, head of household,
or qualifying surviving spouse . . . . . . . . . . . . . . . . 2
3 Enter the amount from Form 1040 or 1040-SR, line 11. But if you’re filing Form
2555 or 4563, or you’re excluding income from Puerto Rico, see Pub. 970 for
the amount to enter instead . . . . . . . . . . . . . . . . . 3
4 Subtract line 3 from line 2. If zero or less, stop; you can’t take any education
credit . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Enter: $20,000 if married filing jointly; $10,000 if single, head of household, or
qualifying surviving spouse . . . . . . . . . . . . . . . . . 5
6 If line 4 is:
• Equal to or more than line 5, enter 1.000 on line 6 . . . . . . . . . . . . .
• Less than line 5, divide line 4 by line 5. Enter the result as a decimal (rounded to
at least three places) . . . . . . . . . . . . . . . . . . . . . .
. . .
} 6

7 Multiply line 1 by line 6. Caution: If you were under age 24 at the end of the year and meet the
conditions described in the instructions, you can’t take the refundable American opportunity credit;
skip line 8, enter the amount from line 7 on line 9, and check this box . . . . . . . . . . 7
8 Refundable American opportunity credit. Multiply line 7 by 40% (0.40). Enter the amount here and
on Form 1040 or 1040-SR, line 29. Then go to line 9 below. . . . . . . . . . . . . . . 8
Part II Nonrefundable Education Credits
9 Subtract line 8 from line 7. Enter here and on line 2 of the Credit Limit Worksheet (see instructions) . 9
10 After completing Part III for each student, enter the total of all amounts from all Parts III, line 31. If
zero, skip lines 11 through 17, enter -0- on line 18, and go to line 19 . . . . . . . . . . . 10 3,078.
11 Enter the smaller of line 10 or $10,000 . . . . . . . . . . . . . . . . . . . . . 11 3,078.
12 Multiply line 11 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . 12 616.
13 Enter: $180,000 if married filing jointly; $90,000 if single, head of household, or
qualifying surviving spouse . . . . . . . . . . . . . . . . . 13 180,000.
14 Enter the amount from Form 1040 or 1040-SR, line 11. But if you’re filing Form
2555 or 4563, or you’re excluding income from Puerto Rico, see Pub. 970 for
the amount to enter instead . . . . . . . . . . . . . . . . . 14 117,772.
15 Subtract line 14 from line 13. If zero or less, skip lines 16 and 17, enter -0- on
line 18, and go to line 19 . . . . . . . . . . . . . . . . . 15 62,228.
16 Enter: $20,000 if married filing jointly; $10,000 if single, head of household, or
qualifying surviving spouse . . . . . . . . . . . . . . . . . 16 20,000.
17 If line 15 is:
• Equal to or more than line 16, enter 1.000 on line 17 and go to line 18 . . . . . .
• Less than line 16, divide line 15 by line 16. Enter the result as a decimal (rounded to at
least three places) . . . . . . . . . . . . . . . . . . . . . . .
}. . . 17 1.000

18 Multiply line 12 by line 17. Enter here and on line 1 of the Credit Limit Worksheet (see instructions) . 18 616.
19 Nonrefundable education credits. Enter the amount from line 7 of the Credit Limit Worksheet (see
instructions) here and on Schedule 3 (Form 1040), line 3 . . . . . . . . . . . . . . . 19 616.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 03/22/23 TTO Form 8863 (2022)
Form 8863 (2022) Page 2
Name(s) shown on return Your social security number
Matthew Smith & Desiree a Brunton 232-29-0487

F
!
CAUTION
Complete Part III for each student for whom you’re claiming either the American opportunity
credit or lifetime learning credit. Use additional copies of page 2 as needed for each student.

Part III Student and Educational Institution Information. See instructions.

20 Student name (as shown on page 1 of your tax return) 21 Student social security number (as shown on page 1 of
Desiree a your tax return)
Brunton 017-64-0460
22 Educational institution information (see instructions)
a. Name of first educational institution b. Name of second educational institution (if any)
The School of Evolutionary Herbalism
(1) Address. Number and street (or P.O. box). City, town or (1) Address. Number and street (or P.O. box). City, town or
post office, state, and ZIP code. If a foreign address, see post office, state, and ZIP code. If a foreign address, see
instructions. instructions.
PO Box 511
Deming WA 98244
(2) Did the student receive Form 1098-T (2) Did the student receive Form 1098-T
Yes No Yes No
from this institution for 2022? from this institution for 2022?
(3) Did the student receive Form 1098-T (3) Did the student receive Form 1098-T
from this institution for 2021 with box Yes No from this institution for 2021 with box Yes No
7 checked? 7 checked?
(4) Enter the institution’s employer identification number (EIN) (4) Enter the institution’s employer identification number (EIN)
if you’re claiming the American opportunity credit or if you if you’re claiming the American opportunity credit or if you
checked “Yes” in (2) or (3). You can get the EIN from Form checked “Yes” in (2) or (3). You can get the EIN from Form
1098-T or from the institution. 1098-T or from the institution.

23 Has the American opportunity credit been claimed for this

Yes — Stop!
student for any 4 prior tax years? No — Go to line 24.
Go to line 31 for this student.

24 Was the student enrolled at least half-time for at least one

academic period that began or is treated as having begun
in 2022 at an eligible educational institution in a program No — Stop! Go to line 31
leading towards a postsecondary degree, certificate, or Yes — Go to line 25.
for this student.
other recognized postsecondary educational credential?
See instructions.
25 Did the student complete the first 4 years of postsecondary
Yes — Stop!
education before 2022? See instructions. No — Go to line 26.
Go to line 31 for this student.

26 Was the student convicted, before the end of 2022, of a

Yes — Stop! No — Complete lines 27
felony for possession or distribution of a controlled
Go to line 31 for this student. through 30 for this student.
substance?

F
!
CAUTION
You can’t take the American opportunity credit and the lifetime learning credit for the same student in the same year. If
you complete lines 27 through 30 for this student, don’t complete line 31.

American Opportunity Credit

27 Adjusted qualified education expenses (see instructions). Don’t enter more than $4,000 . . . . . 27
28 Subtract $2,000 from line 27. If zero or less, enter -0- . . . . . . . . . . . . . . . . 28
29 Multiply line 28 by 25% (0.25) . . . . . . . . . . . . . . . . . . . . . . . . 29
30 If line 28 is zero, enter the amount from line 27. Otherwise, add $2,000 to the amount on line 29 and
enter the result. Skip line 31. Include the total of all amounts from all Parts III, line 30, on Part I, line 1 . 30
Lifetime Learning Credit
31 Adjusted qualified education expenses (see instructions). Include the total of all amounts from all Parts
III, line 31, on Part II, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . 31 2,348.
Form 8863 (2022)
Form 8863 (2022) Page 2
Name(s) shown on return Your social security number
Matthew Smith & Desiree a Brunton 232-29-0487

F
!
CAUTION
Complete Part III for each student for whom you’re claiming either the American opportunity
credit or lifetime learning credit. Use additional copies of page 2 as needed for each student.

Part III Student and Educational Institution Information. See instructions.

20 Student name (as shown on page 1 of your tax return) 21 Student social security number (as shown on page 1 of
Sedra j your tax return)
Smith 039-72-5790
22 Educational institution information (see instructions)
a. Name of first educational institution b. Name of second educational institution (if any)
RISD Continuing Ed.
(1) Address. Number and street (or P.O. box). City, town or (1) Address. Number and street (or P.O. box). City, town or
post office, state, and ZIP code. If a foreign address, see post office, state, and ZIP code. If a foreign address, see
instructions. instructions.
2 College Street
Providence RI 02903
(2) Did the student receive Form 1098-T (2) Did the student receive Form 1098-T
Yes No Yes No
from this institution for 2022? from this institution for 2022?
(3) Did the student receive Form 1098-T (3) Did the student receive Form 1098-T
from this institution for 2021 with box Yes No from this institution for 2021 with box Yes No
7 checked? 7 checked?
(4) Enter the institution’s employer identification number (EIN) (4) Enter the institution’s employer identification number (EIN)
if you’re claiming the American opportunity credit or if you if you’re claiming the American opportunity credit or if you
checked “Yes” in (2) or (3). You can get the EIN from Form checked “Yes” in (2) or (3). You can get the EIN from Form
1098-T or from the institution. 1098-T or from the institution.

23 Has the American opportunity credit been claimed for this

Yes — Stop!
student for any 4 prior tax years? No — Go to line 24.
Go to line 31 for this student.

24 Was the student enrolled at least half-time for at least one

academic period that began or is treated as having begun
in 2022 at an eligible educational institution in a program No — Stop! Go to line 31
leading towards a postsecondary degree, certificate, or Yes — Go to line 25.
for this student.
other recognized postsecondary educational credential?
See instructions.
25 Did the student complete the first 4 years of postsecondary
Yes — Stop!
education before 2022? See instructions. No — Go to line 26.
Go to line 31 for this student.

26 Was the student convicted, before the end of 2022, of a

Yes — Stop! No — Complete lines 27
felony for possession or distribution of a controlled
Go to line 31 for this student. through 30 for this student.
substance?

F
!
CAUTION
You can’t take the American opportunity credit and the lifetime learning credit for the same student in the same year. If
you complete lines 27 through 30 for this student, don’t complete line 31.

American Opportunity Credit

27 Adjusted qualified education expenses (see instructions). Don’t enter more than $4,000 . . . . . 27
28 Subtract $2,000 from line 27. If zero or less, enter -0- . . . . . . . . . . . . . . . . 28
29 Multiply line 28 by 25% (0.25) . . . . . . . . . . . . . . . . . . . . . . . . 29
30 If line 28 is zero, enter the amount from line 27. Otherwise, add $2,000 to the amount on line 29 and
enter the result. Skip line 31. Include the total of all amounts from all Parts III, line 30, on Part I, line 1 . 30
Lifetime Learning Credit
31 Adjusted qualified education expenses (see instructions). Include the total of all amounts from all Parts
III, line 31, on Part II, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . 31 730.
Form 8863 (2022)
Form 8995 Qualified Business Income Deduction OMB No. 1545-2294

Simplified Computation
Attach to your tax return.
2022
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form8995 for instructions and the latest information. Sequence No. 55
Name(s) shown on return Your taxpayer identification number
Matthew Smith & Desiree a Brunton 232-29-0487
Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is at or below $170,050 ($340,100 if married
filing jointly), and you aren’t a patron of an agricultural or horticultural cooperative.

1 (a) Trade, business, or aggregation name (b) Taxpayer (c) Qualified business
identification number income or (loss)

i Deer Mother Herbals 017-64-0460 0.

ii

iii

iv

2 Total qualified business income or (loss). Combine lines 1i through 1v,

column (c) . . . . . . . . . . . . . . . . . . . . . . 2 0.
3 Qualified business net (loss) carryforward from the prior year . . . . . . . 3 ( )
4 Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- 4 0.
5 Qualified business income component. Multiply line 4 by 20% (0.20) . . . . . . . . . . . 5 0.
6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions) . . . . . . . . . . . . . . . . . . . . 6
7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior
year . . . . . . . . . . . . . . . . . . . . . . . . . 7 ( )
8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero
or less, enter -0- . . . . . . . . . . . . . . . . . . . . 8
9 REIT and PTP component. Multiply line 8 by 20% (0.20) . . . . . . . . . . . . . . . 9
10 Qualified business income deduction before the income limitation. Add lines 5 and 9 . . . . . . 10 0.
11 Taxable income before qualified business income deduction (see instructions) 11 91,872.
12 Net capital gain (see instructions) . . . . . . . . . . . . . . . 12 0.
13 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . 13 91,872.
14 Income limitation. Multiply line 13 by 20% (0.20) . . . . . . . . . . . . . . . . . . 14 18,374.
15 Qualified business income deduction. Enter the smaller of line 10 or line 14. Also enter this amount on
the applicable line of your return (see instructions) . . . . . . . . . . . . . . . . . 15 0.
16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . . 16 ( 0. )
17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ( 0. )
For Privacy Act and Paperwork Reduction Act Notice, see instructions. REV 03/22/23 TTO Form 8995 (2022)
 4562 Depreciation and Amortization OMB No. 1545-0172

2022
Form
(Including Information on Listed Property)
Department of the Treasury Attach to your tax return.
Attachment
Internal Revenue Service Go to www.irs.gov/Form4562 for instructions and the latest information. Sequence No. 179
Name(s) shown on return Business or activity to which this form relates Identifying number
Matthew Smith & Desiree a Brunton Sch C herbalist consultant 232-29-0487
Part I Election To Expense Certain Property Under Section 179
Note: If you have any listed property, complete Part V before you complete Part I.
1 Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 1 1,080,000.
2 Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . 2
3 Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . 3 2,700,000.
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . 4
5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing
separately, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 (a) Description of property (b) Cost (business use only) (c) Elected cost

7 Listed property. Enter the amount from line 29 . . . . . . . . . 7

8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . 8
9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . 9
10 Carryover of disallowed deduction from line 13 of your 2021 Form 4562 . . . . . . . . . . . 10
11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5. See instructions 11
12 Section 179 expense deduction. Add lines 9 and 10, but don’t enter more than line 11 . . . . . . 12
13 Carryover of disallowed deduction to 2023. Add lines 9 and 10, less line 12 . 13
Note: Don’t use Part II or Part III below for listed property. Instead, use Part V.
Part II Special Depreciation Allowance and Other Depreciation (Don’t include listed property. See instructions.)
14 Special depreciation allowance for qualified property (other than listed property) placed in service
during the tax year. See instructions . . . . . . . . . . . . . . . . . . . . . . . 14
15 Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . 15
16 Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . 16
Part III MACRS Depreciation (Don’t include listed property. See instructions.)
Section A
17 MACRS deductions for assets placed in service in tax years beginning before 2022 . . . . . . . 17
18 If you are electing to group any assets placed in service during the tax year into one or more general
asset accounts, check here . . . . . . . . . . . . . . . . . . . . . . .
Section B—Assets Placed in Service During 2022 Tax Year Using the General Depreciation System
(b) Month and year (c) Basis for depreciation
(d) Recovery
(a) Classification of property placed in (business/investment use (e) Convention (f) Method (g) Depreciation deduction
period
service only—see instructions)
19a 3-year property
b 5-year property
c 7-year property
d 10-year property
e 15-year property
f 20-year property
g 25-year property 25 yrs. S/L
h Residential rental 27.5 yrs. MM S/L
property 27.5 yrs. MM S/L
i Nonresidential real 39 yrs. MM S/L
property MM S/L
Section C—Assets Placed in Service During 2022 Tax Year Using the Alternative Depreciation System
20a Class life S/L
b 12-year 12 yrs. S/L
c 30-year 30 yrs. MM S/L
d 40-year 40 yrs. MM S/L
Part IV Summary (See instructions.)
21 Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . 21 2,488.
22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter
here and on the appropriate lines of your return. Partnerships and S corporations—see instructions . 22 2,488.
23 For assets shown above and placed in service during the current year, enter the
portion of the basis attributable to section 263A costs . . . . . . . . . 23
For Paperwork Reduction Act Notice, see separate instructions. REV 03/22/23 TTO Form 4562 (2022)
BAA
Form 4562 (2022) Page 2
Part V Listed Property (Include automobiles, certain other vehicles, certain aircraft, and property used for
entertainment, recreation, or amusement.)
Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a,
24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable.
Section A—Depreciation and Other Information (Caution: See the instructions for limits for passenger automobiles.)
24a Do you have evidence to support the business/investment use claimed? Yes No 24b If “Yes,” is the evidence written? Yes No
(c) (e)
(a) (b) (f) (g) (h) (i)
Business/ (d) Basis for depreciation
Type of property (list Date placed Recovery Method/ Depreciation Elected section 179
investment use Cost or other basis (business/investment
vehicles first) in service period Convention deduction cost
percentage use only)
25 Special depreciation allowance for qualified listed property placed in service during
the tax year and used more than 50% in a qualified business use. See instructions . 25
26 Property used more than 50% in a qualified business use:
%
%
%
27 Property used 50% or less in a qualified business use:
Mercedes C300 06/01/2019 43.73 % 14,900. 6,516. 5.00 S/L – HY 2,488.
% S/L –
% S/L –
28 Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 . 28 2,488.
29 Add amounts in column (i), line 26. Enter here and on line 7, page 1 . . . . . . . . . . . . 29
Section B—Information on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other “more than 5% owner,” or related person. If you provided vehicles
to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles.
(a) (b) (c) (d) (e) (f)
Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6
30 Total business/investment miles driven during
the year (don’t include commuting miles) . 6,560
31 Total commuting miles driven during the year
32 Total other personal (noncommuting)
miles driven . . . . . . . . . 8,440
33 Total miles driven during the year. Add
lines 30 through 32 . . . . . . . 15,000
34 Was the vehicle available for personal Yes No Yes No Yes No Yes No Yes No Yes No
use during off-duty hours? . . . . .
35 Was the vehicle used primarily by a more
than 5% owner or related person? . .
36 Is another vehicle available for personal use?
Section C—Questions for Employers Who Provide Vehicles for Use by Their Employees
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who aren’t
more than 5% owners or related persons. See instructions.
37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by Yes No
your employees? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners . .
39 Do you treat all use of vehicles by employees as personal use? . . . . . . . . . . . . . . . .
40 Do you provide more than five vehicles to your employees, obtain information from your employees about the
use of the vehicles, and retain the information received? . . . . . . . . . . . . . . . . . . .
41 Do you meet the requirements concerning qualified automobile demonstration use? See instructions . . . .
Note: If your answer to 37, 38, 39, 40, or 41 is “Yes,” don’t complete Section B for the covered vehicles.
Part VI Amortization
(e)
(b)
(a) (c) (d) Amortization (f)
Date amortization
Description of costs Amortizable amount Code section period or Amortization for this year
begins
percentage
42 Amortization of costs that begins during your 2022 tax year (see instructions):

43 Amortization of costs that began before your 2022 tax year . . . . . . . . . . . . . 43

44 Total. Add amounts in column (f). See the instructions for where to report . . . . . . . . 44
REV 03/22/23 TTO Form 4562 (2022)
 Section 1.263(a)-1(f)
GAttach to your income tax return

Name(s) Shown on Return Identification Number

Matthew Smith & Desiree a Brunton 232-29-0487

Tax Year: 2022

Section 1.263(a)-1(f)
De Minimis Safe Harbor Election

The taxpayer elects to make the de minimis safe harbor election under the Regulation 1.263(a)-1(f)

Name: Matthew Smith & Desiree a Brunton

Address: 43 Pershing Ave, Tiverton RI 028782628
Identification Number: 232-29-0487

fdiv9801.SCR 11/15/17
Electronic Filing Instructions for your 2022 Rhode Island Tax Return
Important: Your taxes are not finished until all required steps are completed.

Smith, Matthew & Brunton, Desiree A

43 Pershing Ave
Tiverton, RI 02878-2628
|
Balance | Your Rhode Island state tax return (Form RI-1040) shows a balance due
Due/ | of $345.00.
Refund |
| Your return shows you have elected to pay your balance due of $345.00
| by Direct Debit using the following information:
| - Amount Withdrawn: $345.00
| - Account Number: 840897310
| - Routing Transit Number: 211372239
| - Date of Withdrawal: 04/18/2023
|
______________________________________________________________________________________
|
No | No signature form is required since you signed your return
Signature | electronically.
Document |
Needed |
|
______________________________________________________________________________________
|
What You | Your Electronic Filing Instructions (this form)
Need to | A copy of your state and federal returns
Keep |
|
______________________________________________________________________________________
|
2022 | Taxable Income $ 86,122.00
Rhode Island | Total Tax $ 1,205.00
Tax | Total Payments/Credits $ 860.00
Return | Payment Due $ 345.00
Summary |
|
______________________________________________________________________________________

Page 1 of 1
 State of Rhode Island Division of Taxation
2022 Form RI-1040
Resident Individual Income Tax Return 22100115550101

Your social security number Spouse’s social security number

232-29-0487 017-64-0460
Your first name MI Last name Suffix
MATTHEW SMITH
Spouse’s name MI Last name Suffix
DESIREE A BRUNTON
Address
43 PERSHING AVE
City, town or post office State ZIP code
TIVERTON RI 02878-2628
City or town of legal residence Check each box Primary Spouse New Amended
that applies. Other-
TIVERTON wise, leave blank. deceased? deceased? address? Return? *
ELECTORAL If you want $5.00 ($10.00 if a joint return) to go If you wish the 1st $2.00 ($4.00 if a joint return) be paid to a specific party, check the
to this fund, check here. (See instructions. This Yes box and fill in the name of the political party. Other-
CONTRIBUTION
will not increase your tax or reduce your refund.) wise, it will be paid to a nonpartisan general account.
FILING Married filing Head of Qualifying
 
Married filing
STATUS Single
jointly separately  household  widow(er) 
Check one
INCOME, 1 Federal AGI from Federal Form 1040 or 1040-SR, line 11 ........................................................... 1 117772 00
TAX AND
CREDITS
2 Net modifications to Federal AGI from RI Sch M, line 3. If no modifications, enter 0 on this line. 2 0 00
Rhode
Island
Standard 3 Modified Federal AGI. Combine lines 1 and 2 (add net increases or subtract net decreases)..... 3 117772 00
Deduction
Single
4 RI Standard Deduction from left. If line 3 is over $ 217,050 see Standard Deduction Worksheet ........... 4 18600 00
$9,300
Married
filing jointly 5 Subtract line 4 from line 3. If zero or less, enter 0........................................................................ 5 99172 00
or
Qualifying
widow(er) 6 Enter # of exemptions from RI Sch E, line 5 in box, multiply by $4,350 and 3 X $4,350 = 6 13050 00
$18,600 enter result on line 6. If line 3 is over $217,050, see Exemption Worksheet
Married
7 RI TAXABLE INCOME. Subtract line 6 from line 5. If zero or less, enter 0................................... 7 86122 00
filing
separately
$9,300
8 RI income tax from Rhode Island Tax Table or Tax Computation Worksheet............................... 8 3409 00
Head of
household
9 a RI percentage of allowable Federal credit from page 3,
$13,950 9a 00
RI Sch I, line 22......................................................................
Check  to certify
b RI Credit for income taxes paid to other states from page 3, use tax amount on
9b 2204 00
RI Sch II, line 29..................................................................... line 12a is accurate.

Using a c Other Rhode Island Credits from RI Schedule CR, line 8...... 9c 00
paper
clip, d Total RI credits. Add lines 9a, 9b and 9c................................................................................. ............. 9d 2204 00
please
attach
Forms 10 a Rhode Island income tax after credits. Subtract line 9d from line 8 (not less than zero) ............. 10a 1205 00
W-2 and
1099 b Recapture of Prior Year Other Rhode Island Credits from RI Schedule CR, line 11.................... 10b 00
here.
Contributions reduce
11 RI checkoff contributions from page 3, RI Checkoff Schedule, line 37. your refund or increase 11 0 00
your balance due

12 a USE/SALES tax due from RI Schedule U, line 4 or line 8, whichever applies .............................. 12a 00

b Individual Mandate Penalty (see instructions). Check  to certify full year coverage. 12b 00

13 a TOTAL RI TAX AND CHECKOFF CONTRIBUTIONS. Add lines 10a, 10b, 11, 12a and 12b....... 13a 1205 00

RETURN MUST BE SIGNED - SIGNATURE IS LOCATED ON PAGE 2

REV 02/17/23 TTO Mailing address: RI Division of Taxation, One Capitol Hill, Providence, RI 02908-5806 1555

* If filing an amended return, attach the Explanation of Changes supplemental page

 State of Rhode Island Division of Taxation
2022 Form RI-1040
Resident Individual Income Tax Return - page 2 22100115550102

Name(s) shown on Form RI-1040 or RI-1040NR Your social security number

MATTHEW SMITH & DESIREE A BRUNTON 232-29-0487

13 b TOTAL RI TAX AND CHECKOFF CONTRIBUTIONS from line 13a............................................................... 13b 1205 00
14 a RI 2022 income tax withheld from RI Schedule W, line 16. You must
14a 860 00
attach Sch W AND all W-2 and 1099 forms with RI withholding. ...........
PAYMENTS AND PROPERTY TAX RELIEF CREDIT

b 2022 estimated tax payments and amount applied from 2021 return .... 14b 00

c Property tax relief credit from RI-1040H, line 13. Attach RI-1040H........ 14c 00

d RI earned income credit from page 3, RI Schedule EIC, line 40............ 14d 00

e RI Residential Lead Paint Credit from RI-6238, line 7. Attach RI-6238.. 14e 00

f Other payments...................................................................................... 14f 00

g TOTAL PAYMENTS AND CREDITS. Add lines 14a, 14b, 14c, 14d, 14e and 14f......................................... 14g 860 00

h Previously issued overpayments (if filing an amended return)..................................................................... 14h 00

i NET PAYMENTS. Subtract line 14h from line 14g........................................................................................ 14i 860 00

15 a AMOUNT DUE. If line 13b is LARGER than line 14i, subtract line 14i from line 13b.................................... 15a 345 00
b Enter the amount of underestimating interest due from Form RI-2210 or RI-2210A. (attach form)
15b 0 00
This amount should be added to line 15a or subtracted from line 16, whichever applies.............................

c TOTAL AMOUNT DUE. Add lines 15a and 15b. Complete RI-1040V and send in with your payment
 15c 345 00


16 AMOUNT OVERPAID. If line 14i is LARGER than line 13b, subtract line 13b from line 14i. If there
16 00
is an amount due for underestimating interest on line 15b, subtract line 15b from line 16..................

17 Amount of overpayment to be refunded........................................................................................................ 17 00

18 Amount of overpayment to be applied to 2023 estimated tax................ 18 00

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, it is true, accurate and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Your signature Your driver’s license number and state Date Telephone number
2880095 RI 401-588-4851
Spouse’s signature Spouse’s driver’s license number and state Date Telephone number
2480891 RI
Paid preparer signature Print name Date Telephone number
SELF-PREPARED
Paid preparer address City, town or post office State ZIP code PTIN

May the Division of Taxation contact your preparer? YES

REV 02/17/23 TTO 1555

Revised
05/2022
 State of Rhode Island Division of Taxation
2022 Form RI-1040
Resident Individual Income Tax Return - page 3 22100115550103

Name(s) shown on Form RI-1040 or RI-1040NR Your social security number

MATTHEW SMITH & DESIREE A BRUNTON 232-29-0487

RI SCHEDULE I - ALLOWABLE FEDERAL CREDIT

19 RI income tax from page 1, line 8 ................................................................................................................... 19 00

20 Credit for child and dependent care expenses from Federal Form 1040 or 1040-SR, Schedule 3, line 2........... 20 00

21 Tentative allowable federal credit. Multiply line 20 by 25% (0.2500).............................................................. 21 00

22 MAXIMUM CREDIT. Line 19 or 21, whichever is SMALLER. Enter here and on page 1, line 9a................. 22 00

RI SCHEDULE II - CREDIT FOR INCOME TAX PAID TO ANOTHER STATE

(ATTACH COPY OF OTHER STATE(S) RETURN)
23 RI income tax from RI-1040, page 1, line 8 less allowable federal credit from RI-1040, page 3, line 22 ....... 23 3409 00

24 Income derived from other state. If more than one state, see instructions.................................................... 24 76125 00

25 Modified federal AGI from page 1, line 3......................................................................................................... 25 117772 00

26 Divide line 24 by line 25 ........................................................................................................................................ 26

_ . _ _ 0.6464
_ _
27 Tentative credit. Multiply line 23 by line 26............................................................................................................. 27 2204 00

28 Tax due and paid to other state (see specific instructions). Insert abbreviation for state paid MA 28 2844 00

29 MAXIMUM TAX CREDIT. Line 23, 27 or 28, whichever is the SMALLEST. Enter here and on pg 1, line 9b 29 2204 00

RI CHECKOFF CONTRIBUTIONS SCHEDULE

$1.00 $5.00 $10.00 Other
30 Drug program account RIGL §44-30-2.4 ............ 30 00

31 Olympic Contribution RIGL §44-30-2.1 ....... Yes $1.00 contribution ($2.00 if a joint return) 31 00

32 RI Organ Transplant Fund RIGL §44-30-2.5 ...... 32 00

33 RI Council on the Arts RIGL §42-75.1-1 ............. 33 00

34 RI Nongame Wildlife Fund RIGL §44-30-2.2 ..... 34 00

Childhood Disease Victim’s Fund RIGL §44-30-2.3
35 and Substance Use and Mental Health Leadership 35 00
Council of RI RIGL §44-30-2.11 ...............................

36 RI Military Family Relief Fund RIGL §44-30-2.9 .... 36 00

37 TOTAL CONTRIBUTIONS. Add lines 30 through 36. Enter here and on RI-1040, page 1, line 11 .................... 37 00

RI SCHEDULE EIC - RHODE ISLAND EARNED INCOME CREDIT

38 Federal earned income credit from Federal Form 1040 or 1040-SR, line 27.................................................. 38 00

39 Rhode Island percentage ................................................................................................................................ 39 15%

40 RI EARNED INCOME CREDIT. Multiply line 38 by line 39. Enter here
and on RI-1040, page 2, line 14d ............................................................
40 00

REV 02/17/23 TTO 1555

 State of Rhode Island Division of Taxation
2022 RI Schedule W 22101015550101
Rhode Island W-2 and 1099 Information - Page 4

Name(s) shown on Form RI-1040 or RI-1040NR Your social security number

MATTHEW SMITH & DESIREE A BRUNTON 232-29-0487
Complete this Schedule listing all of your and, if applicable, your spouse’s W-2s and 1099s showing Rhode Island Income Tax
withheld. W-2s or 1099s showing Rhode Island Income Tax withheld must still be attached to the front of your return.
Failure to do so may delay the processing of your return. ATTACH THIS SCHEDULE W TO YOUR RETURN
Column A Column B Column C Column D Column E
Enter “S” Enter 1099 Rhode Island Income Tax
Employer’s Name from Box C of your W- Employer’s state ID # from
if Spouse’s letter code box 15 of your W-2 or Payer’s Withheld (SEE BELOW
2 or Payer’s Name from your Form 1099 Federal ID # from Form 1099
W-2 or 1099 from chart FOR BOX REFERENCES)

1 S DHARMA VOYAGE 270533958 8 00

2 S TIVERTON FOUR CORNERS CENTER 050472866 679 00

3 S RHODE ISLAND MUSEUM OF SCIENCE AND ART 271255182 173 00

4 00

5 00

6 00

7 00

8 00

9 00

10 00

11 00

12 00

13 00

14 00

15 00
Total RI Income Tax Withheld. Add lines 1 through 15, Col. E. Enter total here and on RI-1040, line 14a or
16 860 00
RI-1040NR, line 17a.................................................................................................................................................

17 Total number of W-2s and 1099s showing Rhode Island Income Tax Withheld ...................................................... 3

Schedule W Reference Chart

Letter Code Withholding Letter Code Withholding Letter Code Withholding
Form Type Form Type Form Type
for Column B Box for Column B Box for Column B Box
W-2 17 1099-G G 11 1099-OID O 14
W-2G W 15 1099-INT I 17 1099-R R 14
1042-S S 17a 1099-K K 8 RI-1099E E 11
1099-B B 16 1099-MISC M 16 RI-1099PT P 9
1099-DIV D 16 1099-NEC N 5

REV 02/17/23 TTO 1555

 State of Rhode Island Division of Taxation
2022 RI Schedule E
22105915550101
Exemption Schedule for RI-1040 and RI-1040NR

Name(s) shown on Form RI-1040 or RI-1040NR Your social security number

MATTHEW SMITH & DESIREE A BRUNTON 232290487

EXEMPTIONS

Complete this Schedule listing all individuals you can claim as a dependent.
ATTACH THIS EXEMPTION SCHEDULE TO YOUR RETURN Failure to do so may delay the processing of your return.

1a Yourself

b Spouse

(A) Name of Dependent (B) Social Security Number (C) Date of Birth (D) Relationship

2a SEDRA SMITH 039725790 05282008 DAUGHTER

Exemption Number Summary

3 Enter the number of boxes checked
ked o
on lines 1a and 1b ........................................................ 3 2

4a Enter the number of children from lines 2a through 2m who lived with you ........................... 4a 1
b Enter the number of children from lines 2a through 2m who did not live with you due to 4b 0
divorce or separation ................................... ..........................................................................
c Enter the number of other dependents from lines 2a through 2m not included on lines 4a or 4b. 4c 0

5 Add the numbers from lines 3 through 4c. Enter here and in the box on RI-1040/NR, pg 1, line 6 . 5 3

Page 5
REV 02/17/23 TTO 1555
 2022 Form 1-NR/PY
MA22006011555
Massachusetts Nonresident/Part-Year Resident
Income Tax Return
For the year January 1–December 31, 2022 or other taxable

Year beginning Ending

MATTHEW SMITH 232290487

DESIREE A BRUNTON 017640460
43 PERSHING AVE TIVERTON RI 028782628
Fill in if: Amended return Other jurisdiction change Enter date of change
Federal amendment Amended return due to IRS BBA Partnership Audit
State Election Campaign Fund: $1 You $1 Spouse TOTAL
Fill in if veteran of Operations Enduring Freedom, Iraqi Freedom, Noble Eagle or Sinai Peninsula You Spouse
Taxpayer deceased You Spouse
Fill in if under age 18 You Spouse
Fill in if name change You Spouse
Check one: X
Nonresident Filing as both nonresident and part-year resident
Part-year resident Nonresident composite Fill in if noncustodial parent
a. Total federal income 120572 Fill in if filing Schedule TDS
b. Federal adjusted gross income 117772 Fill in if filing Schedule FCI
1. Filing status (select one only): Single Fill in if reporting crypto currency
X
Married filing jointly
Married filing separate return
Head of household You are a custodial parent who has released claim to exemption for child(ren)
2. Part-year residents. Enter dates as Massachusetts resident: From To
3. Total days as Massachusetts resident ÷ 365 = 3
SIGN HERE. Under penalties of perjury, I declare that to the best of my knowledge and belief this return and enclosures are true, correct and complete.
Your signature Date Spouse’s signature Date

401-588-4851
PRIVACY ACT NOTICE AVAILABLE UPON REQUEST

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Form 1-NR/PY, pg. 2
MA22006021555
Massachusetts Nonresident/
Part-Year Resident Income Tax Return
232290487

4. Exemptions:
a. Personal exemptions 4a 8800
b. Number of dependents. (Do not include yourself or your spouse.) Enter number 1 × $1,000 = 4b 1000
c. Age 65 or over before 2023 You + Spouse = × $700 = 4c
d. Blindness You + Spouse = × $2,200 = 4d
e. Medical/dental 4e
f. Adoption 4f
g. Total exemptions. Add items 4a through 4f. Enter here and on line 22a 4g 9800
5. Wages, salaries, tips 5 89634
6. Taxable pensions and annuities 6
7. Mass. bank interest: a. – b. exemption =7
8. Business/profession income/loss a. + b. Farming income/loss
-12179
=8 -12179
9. Rental, royalty and REMIC, partnership, S corp., trust income/loss 9
10a. Unemployment 10a
10b. Mass. lottery winnings 10b
11. Other income 11
12. TOTAL 5.0% INCOME 12 77455
13. NONRESIDENT APPORTIONMENT WORKSHEET. You cannot apportion Mass. wages as shown on Form W-2. Do not use this worksheet if you know the
exact amount of your Mass. source income. Only use when income from employment/business is earned both inside and outside Mass. and the exact
Mass. amount is not known. Basis: working days miles sales other:
Working days (or other basis) outside Massachusetts 13a
Working days (or other basis) inside Massachusetts 13b
Total working days 13c
Nonworking days (holidays, weekends, etc.) 13d
Massachusetts ratio 13e
Total income being apportioned. You cannot apportion Massachusetts wages as shown on Form W-2 13f 64634
Massachusetts income 13g

BE SURE TO INCLUDE THIS PAGE WITH FORM 1-NR/PY, PAGE 1

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Form 1-NR/PY, pg. 3
MA22006031555
Massachusetts Nonresident/
Part-Year Resident Income Tax Return

MATTHEW SMITH 232290487

14. NONRESIDENT DEDUCTION AND EXEMPTION RATIO
a. Total 5.0% income 14a 77455
b. Interest income 14b
c. Total capital gain income 14c
d. Total income this return 14d 77455
e. Non-Massachusetts source income. Not less than “0” 14e 68117
f. Total income 14f 145572
g. Deduction and exemption ratio 14g 0.5321
15a. Amount paid to Soc. Sec. Medicare, R.R., U.S. or Mass. Retirement 15a 2000
15b. Amount your spouse paid to Soc. Sec., Medicare, R.R., U.S. or Mass. Retirement 15b 957
16. Reserved for future use 16
17. Reserved for future use 17

18. Rental deduction. a. ÷ 2 =18

Nonresidents, fill in if during 2022 you did not have a family home or any dwelling outside Massachusetts to which you generally or customarily returned or
intend to return in the future
19. Other deductions from Schedule Y, line 19 19 12402
20. Total deductions. Add lines 15 through 19 20 15359
21. 5.0% INCOME AFTER DEDUCTIONS. Subtract line 20 from line 12. Not less than “0” 21 62096
22. Exemption amount. a. 9800 22 5215
23. 5.0% INCOME AFTER EXEMPTIONS. Subtract line 22 from line 21. Not less than “0” 23 56881
24. INTEREST AND DIVIDEND INCOME 24
25. TOTAL TAXABLE 5.0% INCOME. Add lines 23 and 24 25 56881
26. TAX ON 5.0% INCOME. Note: If choosing the optional 5.85% tax rate, fill in and multiply line 25 and the
amount in Schedule D, line 21 by .0585 26 2844
BE SURE TO INCLUDE THIS PAGE WITH FORM 1-NR/PY, PAGE 1

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Form 1-NR/PY, pg. 4
MA22006041555
Massachusetts Nonresident/
Part-Year Resident Income Tax Return
232290487

27. 12% INCOME. Not less than “0.” a. × .12 =27

28. TAX ON LONG-TERM CAPITAL GAINS. Not less than “0.” Fill in if filing Schedule D-IS 28
Fill in if any excess exemptions were used in calculating lines 24, 27 or 28
29. Credit recapture amount (from Credit Recapture Schedule) 29
30. Additional tax on installment sale 30
31. If you qualify for No Tax Status, fill in and enter "0" on line 32
32. TOTAL INCOME TAX. Add lines 26 through 30. 32 2844
33. Limited Income Credit 33
34. Income tax due to another state or jurisdiction 34
35. Other credits (from Credit Manager Schedule) 35
36. INCOME TAX AFTER CREDITS. Subtract the total of lines 33 through 35 from line 32. Not less than “0” 36 2844
37. Voluntary Contributions
a. Endangered Wildlife Conservation 37a
b. Organ Transplant Fund 37b
c. Massachusetts Public Health HIV and Hepatitis Fund 37c
d. Massachusetts U.S. Olympic Fund 37d
e. Massachusetts Military Family Relief Fund 37e
f. Homeless Animal Prevention and Care 37f
Total. Add lines 37a through 37f 37
38. Use tax due on Internet, mail order and other out-of-state purchases 38
39. Health care penalty a. You + b. Spouse 39
40. Amended return only. Overpayment from original return 40
41. INCOME TAX AFTER CREDITS PLUS CONTRIBUTIONS AND USE TAX. Add lines 36 through 40 41 2844
42. a. Massachusetts income tax withheld from Form(s) W-2 42a 3841
b. Massachusetts income tax withheld from Form(s) 1099 42b
c. Massachusetts income tax withheld from other forms 42c
Total. Add lines 42a through 42c 42 3841
BE SURE TO INCLUDE THIS PAGE WITH FORM 1-NR/PY, PAGE 1

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Form 1-NR/PY, pg. 5
MA22006051555
Massachusetts Nonresident/
Part-Year Resident Income Tax Return
232290487

43. 2021 overpayment applied to your 2022 estimated tax 43

44. 2022 Massachusetts estimated tax payments 44
45. Payments made with extension 45
46. Amended return only. Payments made with original return. Not less than “0” 46
47. Earned Income Credit. a. Number of qualifying children b. Amount from U.S. return × .30 = c.
Part-year residents, multiply line 47c by line 3 47
Note: You cannot claim the Earned Income Credit if your filing status is married filing separately unless you qualify
for an exception (see instructions). Fill in if you qualify for this exception
48. Senior Circuit Breaker Credit 48
49. Child under age 13, or disabled dependent/spouse credit 49
50. Dependent member(s) of household under age 12, or dependent(s) age 65 or over (not you or your spouse)
as of December 31, 2022 credit.
Not more than two. a. × $180 = b. Part-year residents multiply line 50b by line 3 = 50
51. Other Refundable Credits 51
52. Total Refundable Credits. Add lines 47 through 51 52
53. Excess Paid Family Leave Withholding 53
54. TOTAL. Add lines 42 through 46 and lines 52 and 53 54 3841
55. Overpayment. Subtract line 41 from line 54 55 997
56. Amount of overpayment you want applied to your 2023 estimated tax 56
57. Refund. Subtract line 56 from line 55. Mail to: Massachusetts DOR, PO Box 7000, Boston, MA 02204 57 997
Direct deposit of refund. Type of account X checking
savings
RTN # 211372239 account # 840897310
58. Tax due. Pay online at www.mass.gov/dor/payonline. Mail to: Mass. DOR, PO Box 7003, Boston, MA 02204 58
Interest Penalty M-2210 amt. EX enclose
Form M-2210

May the Department of Revenue discuss this return with the preparer shown here? Yes
I do not want preparer to file my return electronically (this may delay your refund) Paid preparer’s
Print paid preparer’s name Date Check if self-employed SSN/PTIN

Paid preparer’s signature Paid preparer’s phone Paid preparer’s EIN

SELF PREPARED BE SURE TO INCLUDE THIS PAGE WITH FORM 1-NR/PY, PAGE 1

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Schedule Y
MA22SYY011555

MATTHEW SMITH 232290487

Schedule Y. Other Deductions
1. [RESERVED FOR FUTURE USE] 1
2. Penalty for early savings withdrawal 2
3. Amount of deductible alimony paid 3
4. Amounts excludible under MGL Ch. 41, sec. 111F or U.S. tax treaty incl. in Form 1, line 3 or Form 1-NR/PY, line 5 4
Income received by a firefighter or police officer incapacitated in the line of duty, per MGL Ch. 41, sec. 111F
Income exempt under U.S. tax treaty
5. Moving expenses for members of the Armed Forces 5
6. Medical savings account deduction 6
7. Self-employed health insurance deduction 7
8. Health savings accounts deduction 8
9a. Certain qualified deductions from U.S. Form 1040 9a
9b. Certain business expenses from U.S. Form 1040 9b
10. Student loan interest 10 1330
11. College Tuition Deduction (full-year residents only) 11
12. Undergraduate student loan interest deduction 12 11072
13. Deductible amount of qualified contributory pension income from another state or political subdivision included
in Form 1, line 4 or Form 1-NR/PY, line 6 13
14. Claim of right deduction 14
15. Commuter deduction 15
16. Human organ donation deduction (full-year residents only) 16
17. Certain gambling losses 17
18. Prepaid tuition or college savings program deduction 18
19. Total other deductions. Add lines 1 through 18 19 12402

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Schedule DI
MA22SDI011555

MATTHEW SMITH 232290487

Schedule DI. Dependent Information
SEDRA J SMITH 039725790
DAUGHTER X 05282008
Is dependent a qualifying child for earned income credit?
Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Schedule C
MA22011011555
Massachusetts Profit or Loss From Business

DESIREE A BRUNTON 017640460

DEER MOTHER HERBALS
HERBALIST CONSULTANT 999000
43 PERSHING AVE TIVERTON RI 028782628
Accounting method: X Cash Accrual Other (specify) No. of employees
Fill in if you materially participated in the operation of this business during 2022 (see line 33 instructions) X
Fill in if you started or acquired this business during 2022
Fill in if you made any payments in 2022 that would require you to file Form(s) 1099
Fill in if you have any suspended PAL related to this schedule. See instructions and line 36
Fill in if you claimed the small business exemption from the sales tax on purchases of taxable energy or heating fuel during 2022
Fill in if this income was reported to you on Form W-2 and the “Statutory employee” box on that form was checked
Fill in if interest or dividend reported on U.S. Schedule C, lines 1 and/or 6
Do not include interest and dividends in Schedule C, lines 1 and 4. Enter this amount here and on Schedule B, line 3. See instructions
1. a. Gross receipts or sales 1007
b. Returns and allowances a–b=1 1007
2. Cost of goods sold and/or operations 2
3. Gross profit. Subtract line 2 from line 1 3 1007
4. Other income 4
5. Total income. Add line 3 and line 4 5 1007
6. Advertising 6 589
7. Bad debts from sales or services 7
8. Car and truck expenses 8 4658
9. a. Commissions and fees
b. Contract Labor a+b=9
10. Depletion 10
11. Depreciation and Section 179 deduction 11 2488
12. Employee benefit programs 12
13. Insurance 13

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Schedule C, pg. 2
017640460 MA22011021555

14. Interest
a. mortgage interest paid to financial institutions
b. other interest a + b = 14
15. Legal and professional services 15
16. Office expense 16 278
17. Pension and profit-sharing 17
18. Rent or lease a. vehicles, machinery and equipment
b. other business property a + b = 18
19. Repairs and maintenance 19
20. Supplies 20 976
21. Taxes and licenses 21
22. Travel 22 89
23. Deductible meals. See instructions for appropriate percentage subject to limitiations 23 700
24. Utilities 24 3408
25. Wages 25
26. Other expenses 26
27. Total expenses. Add lines 6 through 26 27 13186
28. Tentative profit or loss. Subtract line 27 from line 5 28 -12179
29. Expenses for business use of your home 29
30. Abandoned Building Renovation Deduction 30
31. Net profit or loss. Subtract total of line 29 and line 30 from line 28 31 -12179
32. Deductible loss. If you have a loss on line 31 it may be limited. See line 33 32 -12179
33. Description of your investment in this activity. If you filled in 33a enter loss on line 32 and go to 33a. All investment at risk.
line 35. If you filled in 33b see instructions for line 32 and go to line 35 X 33b. Some investment is not at risk.
34. Profit from line 31 34
35. Total profit or loss. Combine lines 32 and 34 35 -12179
36. Allowable prior-year suspended PAL you are applying 36
37. Net profit or loss. Combine line 35 and 36. Enter here and on Form 1, line 6a or Form 1 NR/PY, line 8a 37 -12179

04/15/2023 10:10 PM REV 04/11/23 TTO

 2021 Schedule C, pg. 3
017640460 MA22011031555

Schedule C-1. Cost of Goods Sold and/or Operations

Method(s) used to value closing inventory: Cost Lower of cost or market Other (specify)
Fill in if there was any change in determining quantities, costs or valuations between opening & closing inventory? If Yes, enclose explanation
Fill in and enclose explanation if inventory at beginning of year is different from last year's closing inventory
1. Inventory at beginning of year 1
2. a. Purchases
b. Items withdrawn for personal use a–b=2
3. Cost of labor 3
4. Materials and supplies 4
5. Other costs 5
6. Add lines 1 through 5 6
7. Inventory at end of year 7
8. Cost of goods sold and/or operations. Subtract line 7 from line 6 8

04/15/2023 10:10 PM REV 04/11/23 TTO

2022 Schedule INC
MA22INC011555

MATTHEW SMITH 232290487

Form W-2 and 1099 Information
A. FEDERAL ID NUMBER B. STATE TAX WITHHELD C. STATE WAGES/INCOME D. TAXPAYER SS WITHHELD E. SPOUSE SS WITHHELD F. SOURCE OF WITHHOLDING

272703097 2912 64634 4945 W2

270533958 929 25000 956 W2

TOTALS 3841 89634 4945 956

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Schedule NTS-L-NRPY
MA22021011555
No Tax Status and Limited Income Credit
232290487

Schedule NTS-L-NRPY. No Tax Status and Limited Income Credit

1. Total 5.0% income 1 77455
2. Adjustments to income 2 1330
3. Adjusted 5.0% income. Subtract line 2 from line 1. Do not enter if less than “0” 3 76125
4. Interest exemption used 4
5. Adjusted gross interest, dividends and certain capital gains 5
6. Long-term capital gain 6
7. Additional income/loss while a nonresident/part-year resident 7 68117
8. Total income. Combine lines 3 through 7 8 144242
9. Additional adjustments to income while a nonresident/part-year resident 9 1470
10. Massachusetts Adjusted Gross Income (AGI) 10 142772
If you are single and the total in line 10 is $8,000 or less, you qualify for No Tax Status
11. If married and filing a joint return, multiply the number of dependents (from Form 1-NR/PY, line 4b) by $1,000 and
add $16,400 to that amount. If head of household, multiply the number of dependents (from Form 1-NR/PY, line 4b)
by $1,000 and add $14,400 to that amount 11 17400
12. If you do not qualify for No Tax Status and you are married and filing a joint return, multiply the number of dependents (from Form 1-NR/PY, line 4b)
by $1,750 and add $28,700 to that amount. If head of household, multiply the number of dependents (from Form 1-NR/PY, line 4b) by $1,750
and add $25,200 to that amount 12 30450
13. No Tax Status threshold 13
14. Income for Limited Income Credit 14
15. Tax before adjustments 15
16. Tax for Limited Income Credit 16
17. Limited Income Credit 17

04/15/2023 10:10 PM REV 04/11/23 TTO

Electronic Filing Instructions for your 2022 Massachusetts Tax Return
Important: Your taxes are not finished until all required steps are completed.

Matthew Smith & Desiree A Brunton

43 Pershing Ave
Tiverton, RI 02878-2628
|
Balance | Your Massachusetts state tax return (Form 1-NR/PY) shows a refund due
Due/ | to you in the amount of $997.00. Your tax refund will be direct
Refund | deposited into your account. The account information you entered -
| Account Number: 840897310 Routing Transit Number: 211372239.
|
______________________________________________________________________________________
|
Where's My | Before you call the Massachusetts Department of Revenue with
Refund? | questions about your refund, give them 21 days processing time from
| the date your return is accepted. If then you have not received your
| refund, or the amount is not what you expected, contact the
| Massachusetts Department of Revenue directly at 1-617-887-6367. You
| can also visit the Massachusetts Department of Revenue web site at
| https://mtc.dor.state.ma.us/mtc.
|
______________________________________________________________________________________
|
No | No signature form is required since you signed your return
Signature | electronically.
Document |
Needed |
|
______________________________________________________________________________________
|
What You | Your Electronic Filing Instructions (this form)
Need to | A copy of your state and federal returns
Keep | Forms W-2, W-2G, and 1099R ( if applicable )
|
______________________________________________________________________________________
|
2022 | Taxable Income $ 56,881.00
Massachusetts | Total Tax $ 2,844.00
Tax | Total Payments/Credits $ 3,841.00
Return | Amount to be Refunded $ 997.00
Summary |
|
______________________________________________________________________________________

Page 1 of 1
 2022 Form 1-NR/PY
MA22006011555
Massachusetts Nonresident/Part-Year Resident
Income Tax Return
For the year January 1–December 31, 2022 or other taxable

Year beginning Ending

MATTHEW SMITH 232290487

DESIREE A BRUNTON 017640460
43 PERSHING AVE TIVERTON RI 028782628
Fill in if: Amended return Other jurisdiction change Enter date of change
Federal amendment Amended return due to IRS BBA Partnership Audit
State Election Campaign Fund: $1 You $1 Spouse TOTAL
Fill in if veteran of Operations Enduring Freedom, Iraqi Freedom, Noble Eagle or Sinai Peninsula You Spouse
Taxpayer deceased You Spouse
Fill in if under age 18 You Spouse
Fill in if name change You Spouse
Check one: X
Nonresident Filing as both nonresident and part-year resident
Part-year resident Nonresident composite Fill in if noncustodial parent
a. Total federal income 120572 Fill in if filing Schedule TDS
b. Federal adjusted gross income 117772 Fill in if filing Schedule FCI
1. Filing status (select one only): Single Fill in if reporting crypto currency
X
Married filing jointly
Married filing separate return
Head of household You are a custodial parent who has released claim to exemption for child(ren)
2. Part-year residents. Enter dates as Massachusetts resident: From To
3. Total days as Massachusetts resident ÷ 365 = 3
SIGN HERE. Under penalties of perjury, I declare that to the best of my knowledge and belief this return and enclosures are true, correct and complete.
Your signature Date Spouse’s signature Date

401-588-4851
PRIVACY ACT NOTICE AVAILABLE UPON REQUEST

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Form 1-NR/PY, pg. 2
MA22006021555
Massachusetts Nonresident/
Part-Year Resident Income Tax Return
232290487

4. Exemptions:
a. Personal exemptions 4a 8800
b. Number of dependents. (Do not include yourself or your spouse.) Enter number 1 × $1,000 = 4b 1000
c. Age 65 or over before 2023 You + Spouse = × $700 = 4c
d. Blindness You + Spouse = × $2,200 = 4d
e. Medical/dental 4e
f. Adoption 4f
g. Total exemptions. Add items 4a through 4f. Enter here and on line 22a 4g 9800
5. Wages, salaries, tips 5 89634
6. Taxable pensions and annuities 6
7. Mass. bank interest: a. – b. exemption =7
8. Business/profession income/loss a. + b. Farming income/loss
-12179
=8 -12179
9. Rental, royalty and REMIC, partnership, S corp., trust income/loss 9
10a. Unemployment 10a
10b. Mass. lottery winnings 10b
11. Other income 11
12. TOTAL 5.0% INCOME 12 77455
13. NONRESIDENT APPORTIONMENT WORKSHEET. You cannot apportion Mass. wages as shown on Form W-2. Do not use this worksheet if you know the
exact amount of your Mass. source income. Only use when income from employment/business is earned both inside and outside Mass. and the exact
Mass. amount is not known. Basis: working days miles sales other:
Working days (or other basis) outside Massachusetts 13a
Working days (or other basis) inside Massachusetts 13b
Total working days 13c
Nonworking days (holidays, weekends, etc.) 13d
Massachusetts ratio 13e
Total income being apportioned. You cannot apportion Massachusetts wages as shown on Form W-2 13f 64634
Massachusetts income 13g

BE SURE TO INCLUDE THIS PAGE WITH FORM 1-NR/PY, PAGE 1

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Form 1-NR/PY, pg. 3
MA22006031555
Massachusetts Nonresident/
Part-Year Resident Income Tax Return

MATTHEW SMITH 232290487

14. NONRESIDENT DEDUCTION AND EXEMPTION RATIO
a. Total 5.0% income 14a 77455
b. Interest income 14b
c. Total capital gain income 14c
d. Total income this return 14d 77455
e. Non-Massachusetts source income. Not less than “0” 14e 68117
f. Total income 14f 145572
g. Deduction and exemption ratio 14g 0.5321
15a. Amount paid to Soc. Sec. Medicare, R.R., U.S. or Mass. Retirement 15a 2000
15b. Amount your spouse paid to Soc. Sec., Medicare, R.R., U.S. or Mass. Retirement 15b 957
16. Reserved for future use 16
17. Reserved for future use 17

18. Rental deduction. a. ÷ 2 =18

Nonresidents, fill in if during 2022 you did not have a family home or any dwelling outside Massachusetts to which you generally or customarily returned or
intend to return in the future
19. Other deductions from Schedule Y, line 19 19 12402
20. Total deductions. Add lines 15 through 19 20 15359
21. 5.0% INCOME AFTER DEDUCTIONS. Subtract line 20 from line 12. Not less than “0” 21 62096
22. Exemption amount. a. 9800 22 5215
23. 5.0% INCOME AFTER EXEMPTIONS. Subtract line 22 from line 21. Not less than “0” 23 56881
24. INTEREST AND DIVIDEND INCOME 24
25. TOTAL TAXABLE 5.0% INCOME. Add lines 23 and 24 25 56881
26. TAX ON 5.0% INCOME. Note: If choosing the optional 5.85% tax rate, fill in and multiply line 25 and the
amount in Schedule D, line 21 by .0585 26 2844
BE SURE TO INCLUDE THIS PAGE WITH FORM 1-NR/PY, PAGE 1

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Form 1-NR/PY, pg. 4
MA22006041555
Massachusetts Nonresident/
Part-Year Resident Income Tax Return
232290487

27. 12% INCOME. Not less than “0.” a. × .12 =27

28. TAX ON LONG-TERM CAPITAL GAINS. Not less than “0.” Fill in if filing Schedule D-IS 28
Fill in if any excess exemptions were used in calculating lines 24, 27 or 28
29. Credit recapture amount (from Credit Recapture Schedule) 29
30. Additional tax on installment sale 30
31. If you qualify for No Tax Status, fill in and enter "0" on line 32
32. TOTAL INCOME TAX. Add lines 26 through 30. 32 2844
33. Limited Income Credit 33
34. Income tax due to another state or jurisdiction 34
35. Other credits (from Credit Manager Schedule) 35
36. INCOME TAX AFTER CREDITS. Subtract the total of lines 33 through 35 from line 32. Not less than “0” 36 2844
37. Voluntary Contributions
a. Endangered Wildlife Conservation 37a
b. Organ Transplant Fund 37b
c. Massachusetts Public Health HIV and Hepatitis Fund 37c
d. Massachusetts U.S. Olympic Fund 37d
e. Massachusetts Military Family Relief Fund 37e
f. Homeless Animal Prevention and Care 37f
Total. Add lines 37a through 37f 37
38. Use tax due on Internet, mail order and other out-of-state purchases 38
39. Health care penalty a. You + b. Spouse 39
40. Amended return only. Overpayment from original return 40
41. INCOME TAX AFTER CREDITS PLUS CONTRIBUTIONS AND USE TAX. Add lines 36 through 40 41 2844
42. a. Massachusetts income tax withheld from Form(s) W-2 42a 3841
b. Massachusetts income tax withheld from Form(s) 1099 42b
c. Massachusetts income tax withheld from other forms 42c
Total. Add lines 42a through 42c 42 3841
BE SURE TO INCLUDE THIS PAGE WITH FORM 1-NR/PY, PAGE 1

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Form 1-NR/PY, pg. 5
MA22006051555
Massachusetts Nonresident/
Part-Year Resident Income Tax Return
232290487

43. 2021 overpayment applied to your 2022 estimated tax 43

44. 2022 Massachusetts estimated tax payments 44
45. Payments made with extension 45
46. Amended return only. Payments made with original return. Not less than “0” 46
47. Earned Income Credit. a. Number of qualifying children b. Amount from U.S. return × .30 = c.
Part-year residents, multiply line 47c by line 3 47
Note: You cannot claim the Earned Income Credit if your filing status is married filing separately unless you qualify
for an exception (see instructions). Fill in if you qualify for this exception
48. Senior Circuit Breaker Credit 48
49. Child under age 13, or disabled dependent/spouse credit 49
50. Dependent member(s) of household under age 12, or dependent(s) age 65 or over (not you or your spouse)
as of December 31, 2022 credit.
Not more than two. a. × $180 = b. Part-year residents multiply line 50b by line 3 = 50
51. Other Refundable Credits 51
52. Total Refundable Credits. Add lines 47 through 51 52
53. Excess Paid Family Leave Withholding 53
54. TOTAL. Add lines 42 through 46 and lines 52 and 53 54 3841
55. Overpayment. Subtract line 41 from line 54 55 997
56. Amount of overpayment you want applied to your 2023 estimated tax 56
57. Refund. Subtract line 56 from line 55. Mail to: Massachusetts DOR, PO Box 7000, Boston, MA 02204 57 997
Direct deposit of refund. Type of account X checking
savings
RTN # 211372239 account # 840897310
58. Tax due. Pay online at www.mass.gov/dor/payonline. Mail to: Mass. DOR, PO Box 7003, Boston, MA 02204 58
Interest Penalty M-2210 amt. EX enclose
Form M-2210

May the Department of Revenue discuss this return with the preparer shown here? Yes
I do not want preparer to file my return electronically (this may delay your refund) Paid preparer’s
Print paid preparer’s name Date Check if self-employed SSN/PTIN

Paid preparer’s signature Paid preparer’s phone Paid preparer’s EIN

SELF PREPARED BE SURE TO INCLUDE THIS PAGE WITH FORM 1-NR/PY, PAGE 1

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Schedule Y
MA22SYY011555

MATTHEW SMITH 232290487

Schedule Y. Other Deductions
1. [RESERVED FOR FUTURE USE] 1
2. Penalty for early savings withdrawal 2
3. Amount of deductible alimony paid 3
4. Amounts excludible under MGL Ch. 41, sec. 111F or U.S. tax treaty incl. in Form 1, line 3 or Form 1-NR/PY, line 5 4
Income received by a firefighter or police officer incapacitated in the line of duty, per MGL Ch. 41, sec. 111F
Income exempt under U.S. tax treaty
5. Moving expenses for members of the Armed Forces 5
6. Medical savings account deduction 6
7. Self-employed health insurance deduction 7
8. Health savings accounts deduction 8
9a. Certain qualified deductions from U.S. Form 1040 9a
9b. Certain business expenses from U.S. Form 1040 9b
10. Student loan interest 10 1330
11. College Tuition Deduction (full-year residents only) 11
12. Undergraduate student loan interest deduction 12 11072
13. Deductible amount of qualified contributory pension income from another state or political subdivision included
in Form 1, line 4 or Form 1-NR/PY, line 6 13
14. Claim of right deduction 14
15. Commuter deduction 15
16. Human organ donation deduction (full-year residents only) 16
17. Certain gambling losses 17
18. Prepaid tuition or college savings program deduction 18
19. Total other deductions. Add lines 1 through 18 19 12402

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Schedule DI
MA22SDI011555

MATTHEW SMITH 232290487

Schedule DI. Dependent Information
SEDRA J SMITH 039725790
DAUGHTER X 05282008
Is dependent a qualifying child for earned income credit?
Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

Is dependent a qualifying child for earned income credit?

Is dependent disabled?

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Schedule C
MA22011011555
Massachusetts Profit or Loss From Business

DESIREE A BRUNTON 017640460

DEER MOTHER HERBALS
HERBALIST CONSULTANT 999000
43 PERSHING AVE TIVERTON RI 028782628
Accounting method: X Cash Accrual Other (specify) No. of employees
Fill in if you materially participated in the operation of this business during 2022 (see line 33 instructions) X
Fill in if you started or acquired this business during 2022
Fill in if you made any payments in 2022 that would require you to file Form(s) 1099
Fill in if you have any suspended PAL related to this schedule. See instructions and line 36
Fill in if you claimed the small business exemption from the sales tax on purchases of taxable energy or heating fuel during 2022
Fill in if this income was reported to you on Form W-2 and the “Statutory employee” box on that form was checked
Fill in if interest or dividend reported on U.S. Schedule C, lines 1 and/or 6
Do not include interest and dividends in Schedule C, lines 1 and 4. Enter this amount here and on Schedule B, line 3. See instructions
1. a. Gross receipts or sales 1007
b. Returns and allowances a–b=1 1007
2. Cost of goods sold and/or operations 2
3. Gross profit. Subtract line 2 from line 1 3 1007
4. Other income 4
5. Total income. Add line 3 and line 4 5 1007
6. Advertising 6 589
7. Bad debts from sales or services 7
8. Car and truck expenses 8 4658
9. a. Commissions and fees
b. Contract Labor a+b=9
10. Depletion 10
11. Depreciation and Section 179 deduction 11 2488
12. Employee benefit programs 12
13. Insurance 13

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Schedule C, pg. 2
017640460 MA22011021555

14. Interest
a. mortgage interest paid to financial institutions
b. other interest a + b = 14
15. Legal and professional services 15
16. Office expense 16 278
17. Pension and profit-sharing 17
18. Rent or lease a. vehicles, machinery and equipment
b. other business property a + b = 18
19. Repairs and maintenance 19
20. Supplies 20 976
21. Taxes and licenses 21
22. Travel 22 89
23. Deductible meals. See instructions for appropriate percentage subject to limitiations 23 700
24. Utilities 24 3408
25. Wages 25
26. Other expenses 26
27. Total expenses. Add lines 6 through 26 27 13186
28. Tentative profit or loss. Subtract line 27 from line 5 28 -12179
29. Expenses for business use of your home 29
30. Abandoned Building Renovation Deduction 30
31. Net profit or loss. Subtract total of line 29 and line 30 from line 28 31 -12179
32. Deductible loss. If you have a loss on line 31 it may be limited. See line 33 32 -12179
33. Description of your investment in this activity. If you filled in 33a enter loss on line 32 and go to 33a. All investment at risk.
line 35. If you filled in 33b see instructions for line 32 and go to line 35 X 33b. Some investment is not at risk.
34. Profit from line 31 34
35. Total profit or loss. Combine lines 32 and 34 35 -12179
36. Allowable prior-year suspended PAL you are applying 36
37. Net profit or loss. Combine line 35 and 36. Enter here and on Form 1, line 6a or Form 1 NR/PY, line 8a 37 -12179

04/15/2023 10:10 PM REV 04/11/23 TTO

 2021 Schedule C, pg. 3
017640460 MA22011031555

Schedule C-1. Cost of Goods Sold and/or Operations

Method(s) used to value closing inventory: Cost Lower of cost or market Other (specify)
Fill in if there was any change in determining quantities, costs or valuations between opening & closing inventory? If Yes, enclose explanation
Fill in and enclose explanation if inventory at beginning of year is different from last year's closing inventory
1. Inventory at beginning of year 1
2. a. Purchases
b. Items withdrawn for personal use a–b=2
3. Cost of labor 3
4. Materials and supplies 4
5. Other costs 5
6. Add lines 1 through 5 6
7. Inventory at end of year 7
8. Cost of goods sold and/or operations. Subtract line 7 from line 6 8

04/15/2023 10:10 PM REV 04/11/23 TTO

2022 Schedule INC
MA22INC011555

MATTHEW SMITH 232290487

Form W-2 and 1099 Information
A. FEDERAL ID NUMBER B. STATE TAX WITHHELD C. STATE WAGES/INCOME D. TAXPAYER SS WITHHELD E. SPOUSE SS WITHHELD F. SOURCE OF WITHHOLDING

272703097 2912 64634 4945 W2

270533958 929 25000 956 W2

TOTALS 3841 89634 4945 956

04/15/2023 10:10 PM REV 04/11/23 TTO

 2022 Schedule NTS-L-NRPY
MA22021011555
No Tax Status and Limited Income Credit
232290487

Schedule NTS-L-NRPY. No Tax Status and Limited Income Credit

1. Total 5.0% income 1 77455
2. Adjustments to income 2 1330
3. Adjusted 5.0% income. Subtract line 2 from line 1. Do not enter if less than “0” 3 76125
4. Interest exemption used 4
5. Adjusted gross interest, dividends and certain capital gains 5
6. Long-term capital gain 6
7. Additional income/loss while a nonresident/part-year resident 7 68117
8. Total income. Combine lines 3 through 7 8 144242
9. Additional adjustments to income while a nonresident/part-year resident 9 1470
10. Massachusetts Adjusted Gross Income (AGI) 10 142772
If you are single and the total in line 10 is $8,000 or less, you qualify for No Tax Status
11. If married and filing a joint return, multiply the number of dependents (from Form 1-NR/PY, line 4b) by $1,000 and
add $16,400 to that amount. If head of household, multiply the number of dependents (from Form 1-NR/PY, line 4b)
by $1,000 and add $14,400 to that amount 11 17400
12. If you do not qualify for No Tax Status and you are married and filing a joint return, multiply the number of dependents (from Form 1-NR/PY, line 4b)
by $1,750 and add $28,700 to that amount. If head of household, multiply the number of dependents (from Form 1-NR/PY, line 4b) by $1,750
and add $25,200 to that amount 12 30450
13. No Tax Status threshold 13
14. Income for Limited Income Credit 14
15. Tax before adjustments 15
16. Tax for Limited Income Credit 16
17. Limited Income Credit 17

04/15/2023 10:10 PM REV 04/11/23 TTO

SCHEDULE C Profit or Loss From Business OMB No. 1545-0074

2022
(Form 1040) (Sole Proprietorship)
Department of the Treasury
Go to www.irs.gov/ScheduleC for instructions and the latest information.
Attachment
Internal Revenue Service Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships must generally file Form 1065. Sequence No. 09
Name of proprietor Social security number (SSN)
Desiree a Brunton 017-64-0460
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
herbalist consultant 9 9 9 0 0 0
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
Deer Mother Herbals
E Business address (including suite or room no.) 43 Pershing Ave
City, town or post office, state, and ZIP code Tiverton, RI 02878-2628
F Accounting method: (1) Cash (2) Accrual (3) Other (specify)
G Did you “materially participate” in the operation of this business during 2022? If “No,” see instructions for limit on losses . Yes No
H If you started or acquired this business during 2022, check here . . . . . . . . . . . . . . . . . .
I Did you make any payments in 2022 that would require you to file Form(s) 1099? See instructions . . . . . . . . Yes No
J If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . 1 1,007.
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 3 1,007.
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . 5 1,007.
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . 6
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . 7 1,007.
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . 8 589. 18 Office expense (see instructions) . 18 278.
9 Car and truck expenses 19 Pension and profit-sharing plans . 19
(see instructions) . . . 9 4,658. 20 Rent or lease (see instructions):
10 Commissions and fees . 10 a Vehicles, machinery, and equipment 20a
11 Contract labor (see instructions) 11 b Other business property . . . 20b
12 Depletion . . . . . 12 21 Repairs and maintenance . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . 22 976.
expense deduction (not
included in Part III) (see 23 Taxes and licenses . . . . . 23
instructions) . . . . 13 2,488. 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . 24a 89.
(other than on line 19) . 14 b Deductible meals (see
15 Insurance (other than health) 15 instructions) . . . . . . . 24b 700.
16 Interest (see instructions): 25 Utilities . . . . . . . . 25 3,408.
a Mortgage (paid to banks, etc.) 16a 26 Wages (less employment credits) 26
b Other . . . . . . 16b 27a Other expenses (from line 48) . . 27a
17 Legal and professional services 17 b Reserved for future use . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . 28 13,186.
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . 29 -12,179.
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method. See instructions.
Simplified method filers only: Enter the total square footage of (a) your home: 1516
and (b) the part of your home used for business: 130 . Use the Simplified
Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . 30

}
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you
checked the box on line 1, see instructions.) Estates and trusts, enter on Form 1041, line 3. 31 0.
• If a loss, you must go to line 32.

}
32 If you have a loss, check the box that describes your investment in this activity. See instructions.

• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule
SE, line 2. (If you checked the box on line 1, see the line 31 instructions.) Estates and trusts, enter on 32a All investment is at risk.
Form 1041, line 3. 32b Some investment is not
• If you checked 32b, you must attach Form 6198. Your loss may be limited. at risk.
For Paperwork Reduction Act Notice, see the separate instructions. BAA REV 03/22/23 TTO Schedule C (Form 1040) 2022
Schedule C (Form 1040) 2022 Page 2
Part III Cost of Goods Sold (see instructions)

33 Method(s) used to
value closing inventory: a Cost b Lower of cost or market c Other (attach explanation)
34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory?
If “Yes,” attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

35 Inventory at beginning of year. If different from last year’s closing inventory, attach explanation . . . 35

36 Purchases less cost of items withdrawn for personal use . . . . . . . . . . . . . . 36

37 Cost of labor. Do not include any amounts paid to yourself . . . . . . . . . . . . . . 37

38 Materials and supplies . . . . . . . . . . . . . . . . . . . . . . . . 38

39 Other costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

40 Add lines 35 through 39 . . . . . . . . . . . . . . . . . . . . . . . . 40

41 Inventory at end of year . . . . . . . . . . . . . . . . . . . . . . . . 41

42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 . . . . . . 42
Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and
are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file
Form 4562.

43 When did you place your vehicle in service for business purposes? (month/day/year)

44 Of the total number of miles you drove your vehicle during 2022, enter the number of miles you used your vehicle for:

a Business b Commuting (see instructions) c Other

45 Was your vehicle available for personal use during off-duty hours? . . . . . . . . . . . . . . . Yes No

46 Do you (or your spouse) have another vehicle available for personal use?. . . . . . . . . . . . . . Yes No

47a Do you have evidence to support your deduction? . . . . . . . . . . . . . . . . . . . . Yes No

b If “Yes,” is the evidence written? . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

Part V Other Expenses. List below business expenses not included on lines 8–26 or line 30.

48 Total other expenses. Enter here and on line 27a . . . . . . . . . . . . . . . . 48

REV 03/22/23 TTO Schedule C (Form 1040) 2022
Form 6198
(Rev. December 2020)
At-Risk Limitations OMB No. 1545-0712

a Attach to your tax return.

Attachment
Department of the Treasury 31
Internal Revenue Service
a Go to www.irs.gov/Form6198 for instructions and the latest information. Sequence No.
Name(s) shown on return Identifying number
Matthew Smith & Desiree a Brunton 232-29-0487
Description of activity (see instructions)
Sch C Deer Mother Herbals
Part I Current Year Profit (Loss) From the Activity, Including Prior Year Nondeductible Amounts.
See instructions.
1 Ordinary income (loss) from the activity (see instructions) . . . . . . . . . . . . . . . 1 -12,179.
2 Gain (loss) from the sale or other disposition of assets used in the activity (or of your interest in the
activity) that you are reporting on:
a Schedule D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Form 4797 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b
c Other form or schedule . . . . . . . . . . . . . . . . . . . . . . . . . . 2c
3 Other income and gains from the activity, from Schedule K-1 (Form 1065) or Schedule K-1 (Form
1120-S), that were not included on lines 1 through 2c . . . . . . . . . . . . . . . . 3
4 Other deductions and losses from the activity, including investment interest expense allowed from
Form 4952, that were not included on lines 1 through 2c . . . . . . . . . . . . . . . 4 ( )
5 Current year profit (loss) from the activity. Combine lines 1 through 4. See the instructions before
completing the rest of this form . . . . . . . . . . . . . . . . . . . . . . . 5 -12,179.
Part II Simplified Computation of Amount at Risk. See the instructions before completing this part.
6 Adjusted basis (as defined in section 1011) in the activity (or in your interest in the activity) on the first
day of the tax year. Do not enter less than zero . . . . . . . . . . . . . . . . . . 6
7 Increases for the tax year (see instructions) . . . . . . . . . . . . . . . . . . . . 7
8 Add lines 6 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Decreases for the tax year (see instructions) . . . . . . . . . . . . . . . . . . . 9
10a Subtract line 9 from line 8 . . . . . . . . . . . . . . . . a 10a
b If line 10a is more than zero, enter that amount here and go to line 20 (or complete Part III).
Otherwise, enter -0- and see Pub. 925 for information on the recapture rules . . . . . . . . 10b
Part III Detailed Computation of Amount at Risk. If you completed Part III of Form 6198 for the prior year, see
the instructions.
11 Investment in the activity (or in your interest in the activity) at the effective date. Do not enter less than
zero . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Increases at effective date . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Add lines 11 and 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Decreases at effective date . . . . . . . . . . . . . . . . . . . . . . . . . 14
15 Amount at risk (check box that applies):

}
a At effective date. Subtract line 14 from line 13. Do not enter less than zero.
b From your prior year Form 6198, line 19b. Do not enter the amount from line 10b of 15
your prior year form.
16 Increases since (check box that applies):
a Effective date b The end of your prior year . . . . . . . . . . . . . . . . 16
17 Add lines 15 and 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18 Decreases since (check box that applies):
a Effective date b The end of your prior year . . . . . . . . . . . . . . . . 18
19a Subtract line 18 from line 17 . . . . . . . . . . . . . . . a 19a
b If line 19a is more than zero, enter that amount here and go to line 20. Otherwise, enter -0- and see
Pub. 925 for information on the recapture rules . . . . . . . . . . . . . . . . . . 19b
Part IV Deductible Loss
20 Amount at risk. Enter the larger of line 10b or line 19b . . . . . . . . . . . . . . . 20
21 Deductible loss. Enter the smaller of the line 5 loss (treated as a positive number) or line 20. See the
instructions to find out how to report any deductible loss and any carryover . . . . . . . . . 21 ( )
Note: If the loss is from a passive activity, see the Instructions for Form 8582, Passive Activity Loss Limitations, or the
Instructions for Form 8810, Corporate Passive Activity Loss and Credit Limitations, to find out if the loss is allowed under
the passive activity rules. If only part of the loss is subject to the passive activity loss rules, report only that part on Form
8582 or Form 8810, whichever applies.
For Paperwork Reduction Act Notice, see the Instructions for Form 6198. BAA REV 03/22/23 TTO Form 6198 (Rev. 12-2020)
 4562 Depreciation and Amortization OMB No. 1545-0172

2022
Form
(Including Information on Listed Property)
Department of the Treasury Attach to your tax return.
Attachment
Internal Revenue Service Go to www.irs.gov/Form4562 for instructions and the latest information. Sequence No. 179
Name(s) shown on return Business or activity to which this form relates Identifying number
Matthew Smith & Desiree a Brunton Sch C herbalist consultant 232-29-0487
Part I Election To Expense Certain Property Under Section 179
Note: If you have any listed property, complete Part V before you complete Part I.
1 Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 1 1,080,000.
2 Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . 2
3 Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . 3 2,700,000.
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . 4
5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing
separately, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 (a) Description of property (b) Cost (business use only) (c) Elected cost

7 Listed property. Enter the amount from line 29 . . . . . . . . . 7

8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . 8
9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . 9
10 Carryover of disallowed deduction from line 13 of your 2021 Form 4562 . . . . . . . . . . . 10
11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5. See instructions 11
12 Section 179 expense deduction. Add lines 9 and 10, but don’t enter more than line 11 . . . . . . 12
13 Carryover of disallowed deduction to 2023. Add lines 9 and 10, less line 12 . 13
Note: Don’t use Part II or Part III below for listed property. Instead, use Part V.
Part II Special Depreciation Allowance and Other Depreciation (Don’t include listed property. See instructions.)
14 Special depreciation allowance for qualified property (other than listed property) placed in service
during the tax year. See instructions . . . . . . . . . . . . . . . . . . . . . . . 14
15 Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . 15
16 Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . 16
Part III MACRS Depreciation (Don’t include listed property. See instructions.)
Section A
17 MACRS deductions for assets placed in service in tax years beginning before 2022 . . . . . . . 17
18 If you are electing to group any assets placed in service during the tax year into one or more general
asset accounts, check here . . . . . . . . . . . . . . . . . . . . . . .
Section B—Assets Placed in Service During 2022 Tax Year Using the General Depreciation System
(b) Month and year (c) Basis for depreciation
(d) Recovery
(a) Classification of property placed in (business/investment use (e) Convention (f) Method (g) Depreciation deduction
period
service only—see instructions)
19a 3-year property
b 5-year property
c 7-year property
d 10-year property
e 15-year property
f 20-year property
g 25-year property 25 yrs. S/L
h Residential rental 27.5 yrs. MM S/L
property 27.5 yrs. MM S/L
i Nonresidential real 39 yrs. MM S/L
property MM S/L
Section C—Assets Placed in Service During 2022 Tax Year Using the Alternative Depreciation System
20a Class life S/L
b 12-year 12 yrs. S/L
c 30-year 30 yrs. MM S/L
d 40-year 40 yrs. MM S/L
Part IV Summary (See instructions.)
21 Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . 21 2,488.
22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter
here and on the appropriate lines of your return. Partnerships and S corporations—see instructions . 22 2,488.
23 For assets shown above and placed in service during the current year, enter the
portion of the basis attributable to section 263A costs . . . . . . . . . 23
For Paperwork Reduction Act Notice, see separate instructions. REV 03/22/23 TTO Form 4562 (2022)
BAA
Form 4562 (2022) Page 2
Part V Listed Property (Include automobiles, certain other vehicles, certain aircraft, and property used for
entertainment, recreation, or amusement.)
Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a,
24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable.
Section A—Depreciation and Other Information (Caution: See the instructions for limits for passenger automobiles.)
24a Do you have evidence to support the business/investment use claimed? Yes No 24b If “Yes,” is the evidence written? Yes No
(c) (e)
(a) (b) (f) (g) (h) (i)
Business/ (d) Basis for depreciation
Type of property (list Date placed Recovery Method/ Depreciation Elected section 179
investment use Cost or other basis (business/investment
vehicles first) in service period Convention deduction cost
percentage use only)
25 Special depreciation allowance for qualified listed property placed in service during
the tax year and used more than 50% in a qualified business use. See instructions . 25
26 Property used more than 50% in a qualified business use:
%
%
%
27 Property used 50% or less in a qualified business use:
Mercedes C300 06/01/2019 43.73 % 14,900. 6,516. 5.00 S/L – HY 2,488.
% S/L –
% S/L –
28 Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 . 28 2,488.
29 Add amounts in column (i), line 26. Enter here and on line 7, page 1 . . . . . . . . . . . . 29
Section B—Information on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other “more than 5% owner,” or related person. If you provided vehicles
to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles.
(a) (b) (c) (d) (e) (f)
Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6
30 Total business/investment miles driven during
the year (don’t include commuting miles) . 6,560
31 Total commuting miles driven during the year
32 Total other personal (noncommuting)
miles driven . . . . . . . . . 8,440
33 Total miles driven during the year. Add
lines 30 through 32 . . . . . . . 15,000
34 Was the vehicle available for personal Yes No Yes No Yes No Yes No Yes No Yes No
use during off-duty hours? . . . . .
35 Was the vehicle used primarily by a more
than 5% owner or related person? . .
36 Is another vehicle available for personal use?
Section C—Questions for Employers Who Provide Vehicles for Use by Their Employees
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who aren’t
more than 5% owners or related persons. See instructions.
37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by Yes No
your employees? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners . .
39 Do you treat all use of vehicles by employees as personal use? . . . . . . . . . . . . . . . .
40 Do you provide more than five vehicles to your employees, obtain information from your employees about the
use of the vehicles, and retain the information received? . . . . . . . . . . . . . . . . . . .
41 Do you meet the requirements concerning qualified automobile demonstration use? See instructions . . . .
Note: If your answer to 37, 38, 39, 40, or 41 is “Yes,” don’t complete Section B for the covered vehicles.
Part VI Amortization
(e)
(b)
(a) (c) (d) Amortization (f)
Date amortization
Description of costs Amortizable amount Code section period or Amortization for this year
begins
percentage
42 Amortization of costs that begins during your 2022 tax year (see instructions):

43 Amortization of costs that began before your 2022 tax year . . . . . . . . . . . . . 43

44 Total. Add amounts in column (f). See the instructions for where to report . . . . . . . . 44
REV 03/22/23 TTO Form 4562 (2022)