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2023 Federal and Missouri Tax Summary

Kenya Byrd's 2023 federal and state tax returns show a gross income of $10,781, total deductions of $13,850, resulting in no taxable income and a refund of $5,552. The returns were filed electronically, and no additional tax is owed. The document includes detailed instructions for filing and record-keeping requirements.
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© © All Rights Reserved
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0% found this document useful (0 votes)
480 views25 pages

2023 Federal and Missouri Tax Summary

Kenya Byrd's 2023 federal and state tax returns show a gross income of $10,781, total deductions of $13,850, resulting in no taxable income and a refund of $5,552. The returns were filed electronically, and no additional tax is owed. The document includes detailed instructions for filing and record-keeping requirements.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

2023 Federal Tax Return Filing

Instructions
FOR THE YEAR ENDING
December 31, 2023

Prepared
KENYA BYRD
for

Gross Income..................................... $10781

Adjusted Gross Income...................... $10781

Total Deductions................................ $13850

Tax Total Taxable Income........................ $0


Summary Total Tax............................................ $0

Total Payments.................................. $5552

Refund Amount.................................. $5552

Amount You Owe............................... $0

Make check
payable to

Mailing Since you are filing your return electronically and you chose to use an
Address electronic signature, you do not mail your return.

Instructions

If you e-filed your return and it has been accepted, you will get notified via text or email if you opted for that option.

Your tax obligation is exactly met. No additional tax is due.

Checklist(2023) FDCHECKE-1WV 1.0


Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
2023 STATE TAX RETURN FILING
INSTRUCTIONS
MISSOURI
FOR THE YEAR ENDING
December 31, 2023

Prepared
KENYA BYRD
for

Adjusted Gross Income...................... $ 10,781

Total Deductions................................ $ 13,850

Total Taxable Income........................ $ 0


Tax
Total Tax............................................ $ 0
Summary
Total Payments.................................. $ 78

Refund Amount.................................. $ 78

Amount You Owe............................... $ 0

Make check
payable to

Mailing Since you are filing your return electronically and you chose to use an
Address electronic signature, you do not mail your return.

Special Instructions

Keep A Copy
E-File or print your return. Attach your copy of each W-2, W-2G, 1099R or 1099G with your records for three years.

Checklist( 2023) STCHECK-1WV 1.0


Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
2023 TWO YEAR COMPARISON
KENYA BYRD
495-17-5115 Keep for Your Records
2023 2022 Difference
Filing status Single

INCOME:
Wages, salaries, tips, etc. 10,781 10,781
Interest income
Ordinary dividend income
IRA distributions and pension income
Taxable social security income
Capital gain or (loss) (Schedule D)
Schedule 1 - Income
Refunds of state and local taxes
Alimony received
Business income or (loss) (Schedule C)
Other gains or (losses) (Form 4797)
Rental real estate, partnerships, estates, etc. (Schedule E)
Farm income or (loss) (Schedule F)
Unemployment compensation
Other income
Total income 10,781 10,781

ADJUSTMENTS:
Schedule 1 - Adjustments
Educator expenses
Busn expenses for reserviists, performing artists, etc
Health savings account deduction
Moving expenses
Deductible part of self-employment tax
Self-employed SEP, SIMPLE and qualified plans deduction
Self-employed health insurance
Penalty on early withdrawal of savings
Alimony paid
IRA contributions
Student loan interest deduction
Archer MSA deduction
Other adjustments
Total adjustments
ADJUSTED GROSS INCOME: 10,781 10,781

DEDUCTIONS:
Standard deduction or Itemized deductions 13,850 13,850
Charitable contributions if taking standard deduction N/A
If itemized, Schedule A deductions:
Medical and dental expenses
Sales, income, and other taxes paid 385 385
Interest paid
Gifts to charity
Casualty and theft losses
Other miscellaneous deductions
Qualified business income deduction
TAXABLE INCOME:

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0509M 23_ANALYS
2023 TWO YEAR COMPARISON
KENYA BYRD
495-17-5115 Keep for Your Records

2023 2022 Difference

TAX COMPUTATION (BEFORE CREDITS):


Tax
Tax calculation method TABLE
Schedule 2 - Taxes
Alternative minimum tax
Excess advance premium tax credit repayment
Total taxes
Tax rate 10% %

CREDITS:
Child and other dependents tax credit
Schedule 3 - Non-Refundable Credits
Foreign tax credit
Child care credit
Education credit
Retirement savings contribution credit
Other credits
Total credits

OTHER TAXES:
Schedule 2 - Other Taxes
Self-employment tax
Additional tax on IRAs
Other taxes
TOTAL TAXES:

PAYMENTS:
Federal income tax withheld
Estimated payments made
Earned income credit 4,310 4,310
Refundable child tax credit or additional child tax credit 1,242 1,242
American opportunity credit

Schedule 3 - Refundable Credits & Payments


ACA premium tax credit
Qualified sick and family leave credit

Other payments
Total payments 5,552 5,552

AMOUNT DUE / REFUND:


Amount overpaid 5,552 5,552
Overpayment applied to next year
Refund 5,552 5,552
Amount due
Penalty

Tax Calculation Methods:


Sch D = Sch D tax worksheet QDCGTW = Qual Div Cap Gain Tax WS TCW = Tax Comp Worksheet (rates)
Sch J = Inc Aver for Farmer/Fisherman F8615 = Child with unearned income TABLE = Tax Table
FEITW = Foreign Earned Income Tax WS
FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508M 23_ANALYS2
Department of the Treasury--Internal Revenue Service
Form

1040 U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only--Do not write or staple in this space.

For the year Jan. 1-Dec. 31, 2023, or other tax year beginning , 2023, ending , 20 See separate instructions.
Your first name and middle initial Last name Your social security number
KENYA BYRD 495-17-5115
If joint return, spouse's first name and middle initial Last name Spouse's social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
Check here if you, or your
21079 HWY 28 WEST 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
DIXON MO 65459 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse
Filing Status X Single Married filing separately (MFS) Head of household (HOH)
Check only Married filing jointly (even if only one had income) Qualifying surviving 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:
Digital At any time during 2023, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell,
Assets exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes X No
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were a dual-status alien
Age/Blindness You: Were born before January 2, 1959 Are blind Spouse: Was born before January 2, 1959 Is blind
(4) Check the box if qualifies
Dependents (see instructions): (2) Social security (3) Relationship for (see inst.):
Child tax credit Credit for other
(1) First name Last name number to you dependents

If more
KAYDANCE BYRD 047-85-9910 DAUGHTER X
than four
dependents,
LIAM BYRD 030-83-7258 SON X
see instructions
and check
here
Income 1a Total amount from Form(s) W-2, box 1 (see instructions) 1a 10,781
b Household employee wages not reported on Form(s) W-2 1b
Attach Form(s)
W-2 here. Also c Tip income not reported on line 1a (see instructions) 1c
attach Forms d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) 1d
W-2G and
1099-R if tax e Taxable dependent care benefits from Form 2441, line 26 1e
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
W-2, see Nontaxable combat pay election (see instructions)
instructions. i 1i
z Add lines 1a through 1h 1z 10,781
Attach 2a Tax-exempt interest 2a b Taxable interest 2b
Sch. B 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 c If you elect to use the lump-sum election method, check here (see instructions)
filing separately,
$13,850
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here 7
Married filing 8 Additional income from Schedule 1, line 10 8
jointly or
Qualifying 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 9 10,781
surviving spouse, 10 Adjustments to income from Schedule 1, line 26 10
$27,700
Head of
11 Subtract line 10 from line 9. This is your adjusted gross income 11 10,781
household,
$20,800
12 Standard deduction or itemized deductions (from Schedule A) 12 13,850
If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A 13
any box under
Standard Ded.,
14 Add lines 12 and 13 14 13,850
see instructions. 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 15 0
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2023)

XQB 23 1040S1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Form 1040 (2023) KENYA BYRD 495-17-5115 Page 2
Tax and 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 16 0
Credits 17 Amount from Schedule 2, line 3 17
18 Add lines 16 and 17 18 0
19 Child tax credit or credit for other dependents from Schedule 8812 19
20 Amount from Schedule 3, line 8 20
21 Add lines 19 and 20 21
22 Subtract line 21 from line 18. If zero or less, enter -0- 22 0
23 Other taxes, including self-employment tax, from Schedule 2, line 21 23
24 Add lines 22 and 23. This is your total tax 24 0
Payments 25 Federal income tax withheld from:
a Form(s) W-2 25a
b Form(s) 1099 25b
c Other forms (see instructions) 25c
d Add lines 25a through 25c 25d
26 2023 estimated tax payments and amount applied from 2022 return 26
If you have a
qualifying 27 Earned income credit (EIC) 27 4,310
child, attach
Sch. EIC. 28 Additional child tax credit from Schedule 8812 28 1,242
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 5,552
33 Add lines 25d, 26, and 32. These are your total payments 33 5,552
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid 34 5,552
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here 35a 5,552
Direct deposit? b Routing number 101089742 c Type: X Checking Savings
See instructions.
d Account number 4331897494
36 Amount of line 34 you want applied to your 2024 estimated tax 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe.
You Owe For details on how to pay, go to [Link]/Payments or see instructions 37
38 Estimated tax penalty (see instructions) 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions Yes. Complete below. X No
Designee's Phone Personal identification
name no. ___-___-____ number (PIN)
Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here
Your signature Date Your occupation If the IRS sent you an Identity
Joint return? Protection PIN, enter
See instructions. SALES ASSOCIATE it here (see inst.)
Keep a copy for Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent your spouse an Identity
your records. Protection PIN, enter
it here (see inst.)

Phone no. 5734525409 Email address KENYAMARIEELLISBYRD35@[Link]


Preparer's name Preparer's signature Date PTIN Check if:
Paid
ANNA CICHOCKI 01/29/2024P02123562 Self-employed
Preparer Firm's name HRB TAX GROUP INC Phone no. 573-336-5203
Use Only Firm's address 819 VFW MEMORIAL DR
SAINT ROBERT MO 65584 Firm's EIN 431871840
Go to [Link]/Form1040 for instructions and the latest information. Form 1040 (2023)

XQB 23 1040S2 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
OMB No. 1545-0074
SCHEDULE EIC
(Form 1040) Earned Income Credit
Qualifying Child Information

Complete and attach to Form 1040 or 1040-SR only if you have a qualifying child.
Department of the Treasury Go to [Link]/ScheduleEIC for the latest information. Attachment
Internal Revenue Service Sequence No. 43
Name(s) shown on return Your social security number
KENYA BYRD 495-17-5115
If you are separated from your spouse, filing a separate return, and meet the requirements to claim the EIC (see instructions), check here

Before you begin: See the instructions for Form 1040, line 27, to make sure that (a) you can take the EIC, and (b) you have a
qualifying child. See also Pub. 596.
Be sure the child's name on line 1 and social security number (SSN) on line 2 agree with the child's social
security card. Otherwise, at the time we process your return, we may reduce your EIC. If the name or SSN on
the child's social security card is not correct, call the Social Security Administration at 800-772-1213.
If you have a child who meets the conditions to be your qualifying child for purposes of claiming the EIC, but that
child doesn't have an SSN as defined in the instructions for Form 1040, line 27, see the instructions.
You can't claim the EIC for a child who didn't live with you for more than half of the year.
If your child doesn't have an SSN as defined in the instructions for Form 1040, line 27, see the instructions.
! If you take the EIC even though you are not eligible, you may not be allowed to take the credit for up to 10 years.
CAUTION See the instructions for details.
It will take us longer to process your return and issue your refund if you do not fill in all lines that apply for each qualifying child.

Qualifying Child Information Child 1 Child 2 Child 3


First name Last name First name Last name First name Last name
1 Child's name
If you have more than three qualifying
children, you have to list only three to get KAYDANCE LIAM
the maximum credit. BYRD BYRD
2 Child's SSN
The child must have an SSN as defined in
the instructions for Form 1040, line 27,
unless the child was born and died in 2023
or you are claiming the self-only EIC (see
instructions). If your child was born and
died in 2023 and did not have an SSN,
enter ``Died'' on this line and attach a copy
of the child's birth certificate, death
certificate, or hospital medical records
showing a live birth. 047-85-9910 030-83-7258
3 Child's year of birth Year 2021 Year 2019 Year
If born after 2004 and the child If born after 2004 and the child If born after 2004 and the child
is younger than you (or your is younger than you (or your is younger than you (or your
spouse, if filing jointly), skip lines spouse, if filing jointly), skip lines spouse, if filing jointly), skip lines
4a and 4b; go to line 5. 4a and 4b; go to line 5. 4a and 4b; go to line 5.

4a Was the child under age 24 at the end of


2023, a student, and younger than you (or Yes. No. Yes. No. Yes. No.
your spouse, if filing jointly)?
Go to Go to line 4b. Go to Go to line 4b. Go to Go to line 4b.
line 5. line 5. line 5.
b Was the child permanently and totally
disabled during any part of 2023? Yes. No. Yes. No. Yes. No.
Go to The child is not a Go to The child is not a Go to The child is not a
line 5. qualifying child. line 5. qualifying child. line 5. qualifying child.

5 Child's relationship to you


(for example, son, daughter, grandchild,
niece, nephew, eligible foster child, etc.) DAUGHTER SON
6 Number of months child lived
with you in the United States
during 2023
If the child lived with you for more than half of
2023 but less than 7 months, enter ``7."
If the child was born or died in 2023 and
your home was the child's home for more 12 months 12 months months
than half the time he or she was alive Do not enter more than 12 Do not enter more than 12 Do not enter more than 12
during 2023, enter ``12." months. months. months.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule EIC (Form 1040) 2023
XQB 23 EIC1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
SCHEDULE 8812 Credits for Qualifying Children OMB No. 1545-0074
(Form 1040) and Other Dependents
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Go to [Link]/Schedule8812 for instructions and the latest information. Attachment
Internal Revenue Service Sequence No. 47
Name(s) shown on return Your social security number
KENYA BYRD 495-17-5115
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 10,781
2a Enter income from Puerto Rico that you excluded 2a
b Enter the amounts from lines 45 and 50 of your Form 2555 2b
c Enter the amount from line 15 of your Form 4563 2c
d Add lines 2a through 2c 2d
3 Add lines 1 and 2d 3 10,781
4 Number of qualifying children under age 17 with the required social security no. 4 2
5 Multiply line 4 by $2,000 5 4,000
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
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 4,000
9 Enter the amount shown below for your filing status.
Married filing jointly--$400,000
All other filing statuses--$200,000 9 200,000
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
12 Is the amount on line 8 more than the amount on line 11? 12 4,000
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.
X Yes. Subtract line 11 from line 8. Enter the result.
13 Enter the amount from Credit Limit Worksheet A 13
14 Enter the smaller of line 12 or line 13. This is your child tax credit and credit for other dependents 14 0
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. Schedule 8812 (Form 1040) 2023

XQB 23 88121 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Schedule 8812 (Form 1040) 2023 KENYA BYRD 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 4,000
b Number of qualifying children under 17 with the required social security number: 2 x $1,600.
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 3,200
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 3,200
18a Earned income (see instructions) 18a 10,781
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.
X Yes. Subtract $2,500 from the amount on line 18a. Enter the result 19 8,281
20 Multiply the amount on line 19 by 15% (0.15) and enter the result 20 1,242
Next. On line 16b, is the amount $4,800 or more?
X 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, or if you are a bona fide resident of Puerto Rico, 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 0
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 1,242
XQB 23 88122 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. Schedule 8812 (Form 1040) 2023
Form 8867 Paid Preparer's Due Diligence Checklist OMB No. 1545-0074
Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC), For tax year
Child Tax Credit (CTC) (including the Additional Child Tax Credit (ACTC) and
(Rev. November 2023) Credit for Other Dependents (ODC)), and Head of Household (HOH) Filing Status 20 23
To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or
Department of the Treasury 1040-SS. Attachment
Internal Revenue Service Go to [Link]/Form8867 for instructions and the latest information. Sequence No. 70
Taxpayer name(s) shown on return Taxpayer identification number
KENYA BYRD 495-17-5115
Preparer's name Preparer tax identification number
Anna Cichocki P02123562
Part I Due Diligence Requirements
Please check the appropriate box for the credit(s) and/or HOH filing status claimed on the return and complete the related Parts I-V
for the benefit(s) claimed (check all that apply). X EIC X CTC/ACTC/ODC AOTC HOH
1 Did you complete the return based on information for the applicable tax year provided by the taxpayer Yes No N/A
or reasonably obtained by you? X
2 If credits are claimed on the return, did you complete the applicable EIC and/or CTC/ACTC/ODC
worksheets found in the Form 1040, 1040-SR, 1040-NR, 1040-PR, 1040-SS, or Schedule 8812 (Form
1040) instructions, and/or the AOTC worksheet found in the Form 8863 instructions, or your own
worksheet(s) that provides the same information, and all related forms and schedules for each credit
claimed? X
3 Did you satisfy the knowledge requirement? To meet the knowledge requirement, you must do both of
the following.
Interview the taxpayer, ask questions, and contemporaneously document the taxpayer's responses to
determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing status.
Review information to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of any credit(s) X
4 Did any information provided by the taxpayer or a third party for use in preparing the return, or
information reasonably known to you, appear to be incorrect, incomplete, or inconsistent? (If ``Yes,"
answer questions 4a and 4b. If ``No," go to question 5.) X
a Did you make reasonable inquiries to determine the correct, complete, and consistent information?
b Did you contemporaneously document your inquiries? (Documentation should include the questions
you asked, whom you asked, when you asked, the information that was provided, and the impact the
information had on your preparation of the return.)
5 Did you satisfy the record retention requirement? To meet the record retention requirement, you must
keep a copy of your documentation referenced in question 4b, a copy of this Form 8867, a copy of any
applicable worksheet(s), a record of how, when, and from whom the information used to prepare Form
8867 and any applicable worksheet(s) was obtained, and a copy of any document(s) provided by the
taxpayer that you relied on to determine eligibility for the credit(s) and/or HOH filing status or to figure
the amount(s) of the credit(s) X
List those documents provided by the taxpayer, if any, that you relied on:
Other

6 Did you ask the taxpayer whether he/she could provide documentation to substantiate eligibility for the
credit(s) and/or HOH filing status and the amount(s) of any credit(s) claimed on the return if his/her
return is selected for audit? X
7 Did you ask the taxpayer if any of these credits were disallowed or reduced in a previous year? X
(If credits were disallowed or reduced, go to question 7a; if not, go to question 8.)
a Did you complete the required recertification Form 8862?
8 If the taxpayer is reporting self-employment income, did you ask questions to prepare a complete and
correct Schedule C (Form 1040)?
For Paperwork Reduction Act Notice, see separate instructions. Form 8867 (Rev. 11-2023)
XQB 23 88671 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Form 8867 (Rev. 11-2023) Page 2
Part II Due Diligence Questions for Returns Claiming EIC (If the return does not claim EIC, go to Part III.)
9a Have you determined that the taxpayer is eligible to claim the EIC for the number of qualifying Yes No N/A
children claimed, or is eligible to claim the EIC without a qualifying child? (If the taxpayer is claiming the EIC
and does not have a qualifying child, go to question 10.) X
b Did you ask the taxpayer if the child lived with the taxpayer for over half of the year, even if the taxpayer
has supported the child the entire year? X
c Did you explain to the taxpayer the rules about claiming the EIC when a child is the qualifying child of
more than one person (tiebreaker rules)? X
Part III Due Diligence Questions for Returns Claiming CTC/ACTC/ODC (If the return does not claim CTC, ACTC, or ODC, go to Part IV.)
10 Have you determined that each qualifying person for the CTC/ACTC/ODC is the taxpayer's dependent who is Yes No N/A
a citizen, national, or resident of the United States? X
11 Did you explain to the taxpayer that he/she may not claim the CTC/ACTC if the child has not lived with
the taxpayer for over half of the year, even if the taxpayer has supported the child, unless the child's
custodial parent has released a claim to exemption for the child? X
12 Did you explain to the taxpayer the rules about claiming the CTC/ACTC/ODC for a child of divorced or
separated parents (or parents who live apart), including any requirement to attach a Form 8332 or similar
statement to the return? X
Part IV Due Diligence Questions for Returns Claiming AOTC (If the return does not claim AOTC, go to Part V.)
13 Did the taxpayer provide substantiation for the credit, such as a Form 1098-T and/or receipts for the qualified Yes No
tuition and related expenses for the claimed AOTC?
Part V Due Diligence Questions for Claiming HOH (If the return does not claim HOH filing status, go to Part VI.)
14 Have you determined that the taxpayer was unmarried or considered unmarried on the last day of the tax year Yes No
and provided more than half of the cost of keeping up a home for the year for a qualifying person?
Part VI Eligibility Certification
You will have complied with all due diligence requirements for claiming the applicable credit(s) and/or HOH filing
status on the return of the taxpayer identified above if you:
A. Interview the taxpayer, ask adequate questions, contemporaneously document the taxpayer's responses on the return or
in your notes, review adequate information to determine if the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of the credit(s);
B. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for any applicable
credit(s) claimed and HOH filing status, if claimed;
C. Submit Form 8867 in the manner required; and
D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under
Document Retention.
1. A copy of this Form 8867.
2. The applicable worksheet(s) or your own worksheet(s) for any credit(s) claimed.
3. Copies of any documents provided by the taxpayer on which you relied to determine the taxpayer's eligibility for the
credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
4. A record of how, when, and from whom the information used to prepare this form and the applicable worksheet(s) was
obtained.
5. A record of any additional information you relied upon, including questions you asked and the taxpayer's responses, to
determine the taxpayer's eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
If you have not complied with all due diligence requirements, you may have to pay a penalty for each failure to
comply related to a claim of an applicable credit or HOH filing status (see instructions for more information).

15 Do you certify that all of the answers on this Form 8867 are, to the best of your knowledge, true, correct, and Yes No
complete? X
Form 8867 (Rev. 11-2023)

XQB 23 88672 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
CLIENT COPY
IRS e-file Signature Authorization
Form 8879
(Rev. January 2021) OMB No. 1545-0074
ERO must obtain and retain completed Form 8879.
Department of the Treasury
Internal Revenue Service Go to [Link]/Form8879 for the latest information.

Submission Identification Number (SID)

Taxpayer's name Social security number


KENYA BYRD 495-17-5115
Spouse's name Spouse's social security number

Part I Tax Return Information -- Tax Year Ending December 31, 2023 (Enter year you are authorizing.)
Enter whole dollars only on lines 1 through 5.
Note: Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank.
1 Adjusted gross income 1 10,781
2 Total tax 2
3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 3
4 Amount you want refunded to you 4 5,552
5 Amount you owe 5
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of the income tax return (original or amended) I am now authorizing, and to the
best of my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income
tax return (original or amended) I am now authorizing. I consent to allow my intermediate service provider, transmitter, or electronic return originator
(ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission,
(b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its
designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax
preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the
entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization.
To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received
no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic
payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that
the personal identification number (PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable,
my Electronic Funds Withdrawal Consent.
Taxpayer's PIN: check one box only
X I authorize HRB TAX GROUP INC to enter or generate my PIN 15115 as my
ERO firm name Enter five digits, but
signature on the income tax return (original or amended) I am now authorizing. don't enter all zeros
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part lll below.

Your signature SIGNATURE AND DATE ON FILE Date 01-29-2024


Spouse's PIN: check one box only
I authorize to enter or generate my PIN as my
ERO firm name Enter five digits, but
signature on the income tax return (original or amended) I am now authorizing. don't enter all zeros
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Spouse's signature Date


Practitioner PIN Method Returns Only -- continue below
Part III Certification and Authentication -- Practitioner PIN Method Only

ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 43366125998
Don't enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now
authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the
requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

ERO's signature Date 01-29-2024


ERO Must Retain This Form -- See Instructions
Don't Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8879 (Rev. 01-2024)
FDA 23 88791 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. 23_8879CC
2023 WAGES AND SALARIES SUMMARY ATTACHMENT

KENYA BYRD
495-17-5115
T Federal Social Security State State Local
Employer Name Employer EIN or Wages State
S Withholding Tax Withheld Wages Tax Withheld Tax Withheld

TRI COUNTY GROUP XV 43-1600757 T 5,428 337 MO 5,428 23


ROSS STORES INC 94-1390387 T 5,353 332 MO 5,353 55

Total 10,781 669 10,781 78


FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508O 23_W2LO
2023 SCHEDULE 8812 CREDIT LIMIT WORKSHEET B
KENYA BYRD
495-17-5115 Keep for Your Records
Before you begin: v/ Complete the Earned Income Worksheet in the instructions.

v/ 1040 and 1040-SR Filers: Complete line 27; Schedule 2, line 5; Schedule 2, line 6; Schedule 2, line 13;
and Schedule 3, line 11 of your return if they apply to you.

v/ 1040-NR Filers: Complete Schedule 2, line 5; Schedule 2, line 6; Schedule 2, line 13; and
Schedule 3, line 11 of your return if they apply to you.
! Use this worksheet only if you meet each of the items discussed under line 3 of Credit Limit Worksheet A, including
Caution
that you are not filing Form 2555.

1. Enter the amount from Schedule 8812, line 12 1 4,000

2. Number of qualifying children under 17 with the required social security


number: 2 x $1,600. Enter the result 2 3,200
TIP: The number of children you use for this line is the same as the number of children
you used for line 4 of Schedule 8812.

3. Enter your earned income from line 7 of the Earned


Income Worksheet 3 10,781
4. Is the amount on line 3 more than $2,500?
No. Leave line 4 blank, enter -0- on line 5, and go
to line 6 4 8,281
X Yes. Subtract $2,500 from the amount on line 3.
Enter the result.

5. Multiply the amount on line 4 by 15% (0.15) and enter the result 5 1,242
6. On line 2 of this worksheet, is the amount $4,800 or more?
X No.
If you are a bona fide resident of Puerto Rico and line 5 above is less than
line 1 above, go to line 7. Otherwise, leave lines 7 through 10 blank, enter
-0- on line 11, and go to line 12.

Yes. If line 5 above is equal to or more than line 1 above, leave lines 7 through 10
blank, enter -0- on line 11, and go to line 12. Otherwise, go to line 7.

7. If your employer withheld or you paid Additional Medicare Tax or Tier 1 RRTA taxes, use the
Additional Medicare Tax and RRTA Tax Worksheet to figure the amount to enter; otherwise
If married filing enter the following amounts.
jointly, include Social security tax withheld from Form(s) W-2 box 4, and
your spouse's
Puerto Rico Form(s) 499R-2/W-2PR, box 21, and
amounts with
yours when Medicare tax withheld from Form(s) W-2, box 6, and
completing lines Puerto Rico Form(s) 499R-2/W-2PR, box 23 7
7 and 8.

8. Enter the total of any amounts from -


Schedule 1, line 15;
Schedule 2, line 5; 8
Schedule 2, line 6; and
Schedule 2, line 13.

9. Add lines 7 and 8. Enter the total 9

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. S0509M 23_8812CLWB1
2023 SCHEDULE 8812 CREDIT LIMIT WORKSHEET B - CONT.
KENYA BYRD
495-17-5115 Keep for Your Records

10. 1040 and 1040-SR filers. Enter the total of the


amounts from Form 1040 or 1040-SR, line 27, and
Schedule 3, line 11. 10
1040-NR filers. Enter the amount from
Schedule 3, line 11.

11. Subtract line 10 from line 9. If the result is zero or less, enter -0- 11 0

12. Enter the larger of line 5 or line 11 12 1,242

13. Enter the smaller of line 2 or line 12 13 1,242

14. Is the amount on line 13 of this worksheet more than the amount on line 1?
X No. Subtract line 13 from line 1. Enter the result.
Yes. Enter -0-. 14 2,758

Next, figure the amount of any of the following credits that you are claiming.
Mortgage interest credit, Form 8396.
Adoption credit, Form 8839.
Residential clean energy credit, Form 5695, Part I.
District of Columbia first-time homebuyer credit, Form 8859.

Then, go to line 15.

15. Enter the total of the amounts from -


Schedule 3, line 5a
Schedule 3, line 6c
Schedule 3, line 6g, and 15
Schedule 3, line 6h Enter this amount on
line 4 of Credit Limit
Worksheet A.

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. S0509M 23_8812CLWB2
2023 SCHEDULE 8812 EARNED INCOME - LINE 18a
KENYA BYRD
495-17-5115 Keep for Your Records
Scenario
If you . . . AND you . . . THEN enter on line 18a . . . Used
have net earnings use either optional method the amount figured using the Earned Income Worksheet in the instructions
from self-employment to figure those net earnings, (even if you are also taking the EIC). #1
completed Worksheet B, earned income from Wksht B, line 4b, plus all of your nontaxable combat pay if you
relating to the EIC, in your did not elect to include it in earned income for the EIC. If you were a member of the
Instructions for Form 1040, clergy, subtract (a) the rental value of a home or the nontaxable portion of an
are taking the EIC on allowance for a home furnished to you (including payments for utilities) and (b) the
Form 1040 or value of meals and lodging provided to you, your spouse, and your dependents for
your employer's convenience. #2
1040-SR, line 27
did not complete your earned income from Step 5 of the EIC instructions in your tax return
Worksheet B, relating to instructions, plus all of your nontaxable combat pay if you did not elect to include
the EIC, in your Instructions it in earned income for the EIC. #3 X
for Form 1040,

the amount figured using the Earned Income Worksheet in the instructions.
are not taking the EIC

#4

8812 Taxable Earned Income Calculations Based on Scenario # 3


*SEE EIC WORKSHEET B - LINE 4A WORKSHEET IN THE RETURN.
*THIS IS TAKEN FROM STEP 5 IN THE 1040 INSTRUCTIONS.

TOTAL FROM LINE 9 OF EICB LINE 4A WORKSHEET 10781.0


NON TAXABLE COMBAT PAY NOT INCLUDED IN EIC EARNED INCOME 0
TOTAL EARNED INCOME TO 8812, LINE 18A = 10781.0

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0508M 23_8812INC
2023 WORKSHEET A, EARNED INCOME CREDIT (EIC) - LINE 27
KENYA BYRD
495-17-5115 Keep for Your Records

Before you begin: Be sure you are using the correct worksheet. Use this worksheet only if you answered "No" to
Step 5, question 2, in the instructions. Otherwise, use Worksheet B.

PART 1 1. Enter your earned income from


Step 5 1 10,781
All Filers Using
2. Look up the amount on line 1 above in the EIC Table in the instructions
Worksheet A to find the credit. Be sure you use the correct column for your filing
status and the number of qualifying children you have who have a
valid SSN. Enter the credit here 2 4,310
If line 2 is zero, STOP. You can't take the credit.
Enter ``No'' on the dotted line next to Form 1040 or 1040-SR, line 27.

3. Enter the amount from Form 1040


or 1040-SR, line 11 3 10,781

4. Are the amounts on lines 3 and 1 the same?


X Yes. Skip line 5; enter the amount from line 2 on line 6.
No. Go to line 5.

PART 2 5. If you have:


No qualifying children who have a valid SSN, is the amount on
Filers Who line 3 less than $9,800 ($16,370 if married filing jointly)?
Answered 1 or more qualifying children who have a valid SSN, is the amount
``No'' on on line 3 less than $21,560 ($28,120 if married filing jointly)?
Line 4
Yes. Leave line 5 blank; enter the amount from line 2 on line 6.
No. Look up the amount on line 3 in the EIC Table in the
instructions to find the credit. Be sure you use the correct column
for your filing status and the number of qualifying children you
have who have a valid SSN. Enter the credit here 5

Look at the amounts on lines 5 and 2.


Then, enter the smaller amount on line 6.

PART 3 6. This is your earned income credit 6 4,310


Enter this amount on
Your Earned Form 1040 or 1040-SR, line 27.
Income Credit Reminder -
If you have a qualifying child, complete and attach Schedule EIC.

Caution: If your EIC for a year after 1996 was reduced or disallowed, see the
instructions to find out if you must file Form 8862 to take the credit
for 2023.

NUMBER OF QUALIFYING CHILDREN: 2


FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0926P 23_EICA
2023 FORM 8867 DUE DILIGENCE
KENYA BYRD
495-17-5115 Keep for Your Records

KENYA LIVED WITH HER DEPENDENT CHILDREN ALL YEAR AND PROVIDED OVER HALF
OF THE HOUSEHOLD SUPPORT
WHEN KENYA IS AT WORK, CHILDREN ARE WITH THEIR DAD
FATHER OF THE CHILDREN LIVED WITH KENYA BUT DID NOT HAVE ANY INCONE
DATE INFORMATION WAS OBTAINED: 01-29-2024
INFORMATION WAS OBTAINED FROM: KENYA BYRD

Taxpayer Signature Date Spouse Signature Date

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508M 23_EICDUEDIL
2023 EXPLANATION ATTACHMENT
KENYA BYRD
495-17-5115
FORM 8867, LINE 5 OTHER DOCUMENTS RELIED UPON
------------------------------------------------------------------------------------------------

social security cards for dependents


2023 MISSOURI TWO YEAR COMPARISON
Taxpayer's Last and First Name Taxpayer's SSN
BYRD KENYA 495-17-5115

Tax Year 2023 Tax Year 2022 Difference


Filing status SINGLE
Residency Status Resident
State Base Form Filed FORM1040
INCOME, DEDUCTIONS AND ADJUSTMENTS:

Federal Adjusted Gross Income 10,781 10,781


Additions to Federal Income
Subtractions from Federal Income
Missouri Adjusted Income 10,781 10,781
Itemized/Standard Deduction 13,850 13,850
Taxable Income

TAX, CREDIT AND PAYMENTS:

Missouri Tax
Credit for Taxes Paid to Another State
Net Tax
Income Tax Withheld 78 78
Estimated Tax Payments/Extension
Amount Paid with Extension
Other Credits/Property tax Credit
Total Payments 78 78
REFUND OR BALANCE DUE
Balance Due
Underpayment Penalty
Amount You Owe

Overpayment 78 78
Overpayment Applied to Estimated Payments
Amount to be Refunded 78 78

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0516J 23_TMO2YRCOMP
Form
MO-1040 2023 Individual Income
Tax Return - Long Form

For Calendar Year January 1 - December 31, 2023

Print in BLACK ink only and DO NOT STAPLE.

Amended Return Composite Return (For use by S corporations or Partnerships)

Federal Extension - Select this box if you have an approved federal extension. Attach a copy Federal Extension (Form 4868).

Department of Social Services Application of Eligibility form attached. X Federal return attached.

If filing a fiscal year return enter the beginning and ending dates here.
Fiscal Year Beginning (MM/DD/YY) Fiscal Year Ending (MM/DD/YY) Vendor Code Department Use Only

1735
Filing Status

X Single Claimed as a Married Filing Married Filing Head of Qualifying


Dependent Combined Separately Household Widow(er)

Age 62 through 64 Age 65 or Older Blind 100% Disabled Non-Obligated Spouse

Yourself Spouse Yourself Spouse Yourself Spouse Yourself Spouse Yourself Spouse

Deceased Deceased
Social Security Number in 2023 Spouse's Social Security Number in 2023

495 - 17 - 5115 - -

First Name M.I Last Name Suffix


Name

KENYA BYRD
Spouse's First Name M.I Spouse's Last Name Suffix

In Care Of Name (Attorney, Executor, Personal Representative, etc.)

Present Address (Include Apartment Number or Rural Route)

21079 HWY 28 WEST


Address

City, Town, or Post Office State ZIP Code

DIXON MO 65459 -

County of Residence

You may contribute to any one or all of the trust funds on Line 51. See pages 11-12 of the instructions for more trust fund information.

Kansas
City
Regional
Law Soldiers
Elderly Home Missouri Workers' Childhood Missouri Military General
Missouri Medal Children's Veterans Delivered Meals Organ Donor Enforcement Memorial
National Guard Memorial Lead Testing Family Relief Revenue Program Fund
of Honor Fund Trust Fund Trust Fund Trust Fund Trust Fund Fund Fund Fund Memorial Military Museum
Fund Foundation Fund in St. Louis Fund

23322011735 MO-1040 Page 1

2029 23 MO1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
KENYA BYRD 495175115

Yourself (Y) Spouse (S)


1. Federal adjusted gross income from federal return
(see worksheet on page 7 of the instructions) 1Y 10,781 00 1S 00

2. Total additions (from Form MO-A, Part 1, Line 7) 2Y 00 2S 00

3. Total income - Add Lines 1 and 2 3Y 10,781 00 3S 00


Income

4. Total subtractions (from Form MO-A, Part 1, Line 18) 4Y 00 4S 00

5. Missouri adjusted gross income - Subtract Line 4 from Line 3 5Y 10,781 00 5S 00

6. Total Missouri adjusted gross income - Add columns 5Y and 5S 6 10,781 00

7. Income percentages - Divide columns 5Y and 5S by total on


Line 6. (Must equal 100%) 7Y 100 % 7S %

8. Pension, Social Security and Social Security Disability exemption (from Form MO-A, Part 3,
Section D) 8 00

9. Tax from federal return 9 00

10. Other tax from federal return 10 00

11. Total tax from federal return. Do not enter federal income tax withheld 11 00

12. Federal tax percentage - Enter the percentage based on your


Missouri Adjusted Gross Income, Line 6. Use the chart below to
12 35 %
find your percentage

Missouri Adjusted Gross Income Range, Line 6: Federal Tax Percentage:


$25,000 or less 35%
$25,001 to $50,000 25%
$50,001 to $100,000 15%
23322021735
Exemptions and Deductions

$100,001 to $125,000 5%
$125,001 or more 0%

13. Federal income tax deduction - Multiply Line 11 by the percentage on Line 12. Enter this
amount not to exceed $5,000 for an individual or $10,000 for combined filers 13 0 00
14. Missouri standard deduction or itemized deductions. (If itemizing, See Form MO-A, Part 2)
Single or Married Filing Separate-$13,850 Head of Household-$20,800
Married Filing Combined or Qualifying Widow(er)-$27,700 14 13,850 00

15. Additional Exemption for Head of Household and Qualified Widow(er) 15 00

16. Long-term care insurance deduction 16 00

17. Health care sharing ministry deduction 17 00

18. Active Duty Military income deduction 18 00

19. Inactive Duty Military income deduction 19 00

20. Bring jobs home deduction 20 00

21. Farmland sold, rented, leased, or crop-shared to a beginning farmer deduction. Enter the sum
of Lines 21A, 21B, and 21C on Line 21 21 00

21A. Sold 21B. Rented/ 21C. Crop-


$ 00 $ 00 $ 00
Leased Share
MO-1040 Page 2

1735 23 MO2 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
KENYA BYRD 495175115

22. First time home buyers deduction. A. B. 22 00

23. Long term dignity savings account deduction 23 00


Deductions Continued

24. Foster parent tax deduction 24 00

25. Total deductions - Add Lines 8 and 13 through 24 25 13,850 00

26. Subtotal - Subtract Line 25 from Line 6 26 0 00

27. Multiply Line 26 by appropriate percentages (%) on


Lines 7Y and 7S 27Y 0 00 27S 00

28. Enterprise zone or rural empowerment zone income


modification 28Y 00 28S 00

29. Taxable income - Subtract Line 28 from Line 27 29Y 0 00 29S 00

30. Tax (see tax chart on page 26 of the instructions) 30Y 0 00 30S 00

31. Resident credit - Attach Form MO-CR and other states'


income tax return(s) 31Y 00 31S 00

32. Missouri income percentage - Enter 100% if not completing


Form MO-NRI. Attach Form MO-NRI and federal return if applicable 32Y 100 % 32S %
Tax

33. Balance - Subtract Line 31 from Line 30; OR


multiply Line 30 by percentage on Line 32 33Y 0 00 33S 00

34. Other taxes - Select box and attach federal form indicated.
23322031735
Lump sum distribution (Form 4972)

Recapture of low income housing credit (Form 8611) 34Y 00 34S 00

35. Subtotal - Add Lines 33 and 34 35Y 0 00 35S 00

36. Total Tax - Add Lines 35Y and 35S 36 00

37. MISSOURI tax withheld - Attach Forms W-2 and 1099 37 78 00

38. 2023 Missouri estimated tax payments - Include overpayment from 2022 applied to 2023 38 00

39. Missouri tax payments for nonresident partners or S corporation shareholders - Attach Forms
Payments and Credits

MO-2NR and MO-NRP 39 00

40. Missouri tax payments for nonresident entertainers - Attach Form MO-2ENT 40 00

41. Amount paid with Missouri extension of time to file ( Form MO-60) 41 00

42. Miscellaneous tax credits (from Form MO-TC , Line 13) - Attach Form MO-TC 42 00

43. Property tax credit - Attach Form MO-PTS 43 00

44. Missouri Working Family Tax Credit (Attach Form MO-WFTC and federal return) 44 00

45. Total payments and credits - Add Lines 37 through 44 45 78 00


MO-1040 Page 3

2029 23 MO3 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
KENYA BYRD 495175115
Skip Lines 46 through 48 if you are not filing an amended return.

46. Amount paid on original return 46 00

47. Overpayment as shown (or adjusted) on original return 47 00

Indicate Reason for Amending


Enter date of IRS report (MM/DD/YY)
Amended Return

A. Federal audit
Enter year of loss (YY)

B. Net Operating Loss carryback


Enter year of credit (YY)

C. Investment tax credit carryback


Enter date of federal amended return, if filed. (MM/DD/YY)

D. Correction other than A, B, or C

48. Amended return total payments and credits - Add Lines 45 and 46; subtract Line 47.
Enter on Line 48 48 00

49. If Line 45, or if amended return, Line 48, is larger than Line 36, enter the difference.
Amount of OVERPAYMENT 49 78 00

50. Amount of Line 49 to be applied to your 2024 estimated tax 50 00

51. Enter the amount of your donation in the trust fund boxes below. See instructions for additional trust fund codes.

Missouri
Elderly Home
Delivered National Gu-
Children's Veterans Meals ard Trust
51a. Trust Fund 00 51b. Trust Fund 00 51c. Trust Fund 00 51d. Fund 00

Childhood Missouri
Workers' Lead Military Family General
51e. Memorial 00 51f. Testing Fund 00 51g. Relief Fund 00 51h. Revenue Fund 00
Fund
Kansas City Soldiers
Memorial
Regional Law
Enforcement Military Missouri
Organ Donor Memorial Museum in Medal of
00
Refund

51i. Program Fund 00 51j. Foundation 51k. St. Louis Fund 00 51l. Honor Fund 00
Fund

Additio- Additio- Additio- Additio-


nal Fund nal Fund nal Fund nal Fund
51m. Code Amount 00 51n. Code Amount 00

Total Donation - Add amounts from Boxes 51a through 51n and enter here 51 00

52. Amount of Line 49 to be deposited into a Missouri 529 Education Plan (MOST)
account. Enter the total deposit amount from Form 5632 52 00

53. REFUND - Subtract Lines 50, 51, and 52 from Line 49 and enter here 53 78 00

a. Routing
Number 101089742 c. X Checking Savings
b. Account
Number 4331897494

23322041735 MO-1040 Page 4

1735 23 MO4 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
KENYA BYRD 495175115

54. If Line 36 is larger than Line 45 or Line 48, enter the difference.
Amount of UNDERPAYMENT 54 . 00
Amount Due

55. Underpayment of estimated tax penalty - Attach Form MO-2210. Enter penalty amount here 55 . 00

Select this box if you are a farmer exempt from the underpayment of estimated tax penalty.

56. AMOUNT DUE - Add Lines 54 and 55.


If you pay by check, you authorize the Department of Revenue to process the check
electronically. Any returned check may be presented again electronically 56 . 00

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best
of my knowledge and belief it is true, correct, and complete. By signing or entering my name in the ``Signature'' field(s) below, I am providing
the Department of Revenue with my signature as required under Section 143.561, RSMo. Declaration of preparer (other than taxpayer) is
based on all information of which he or she has knowledge. As provided in Chapter 143, RSMo., a penalty of up to $500 shall be
imposed on any individual who files a frivolous return. I also declare under penalties of perjury that I employ no illegal or
unauthorized aliens as defined under federal law and that I am not eligible for any tax exemption, credit, or abatement if I employ such
aliens. I am aware of any applicable reporting requirements of Section 135.805, RSMo, and the penalty provisions of Section 135.810,
RSMo.
Signature Date (MM/DD/YY)

Spouse's Signature (If filing combined, BOTH must sign) Date (MM/DD/YY)

E-mail Address Daytime Telephone


Signature

KENYAMARIEELLISBYRD35@[Link] 573-452-5409
Preparer's Signature Date (MM/DD/YY)

01 29 24
Preparer's FEIN, SSN, or PTIN Preparer's Telephone

431871840 573-336-5203
Preparer's Address State ZIP Code

819 VFW MEMORIAL DR SAINT ROBERT MO 65584

I authorize the Director of Revenue or delegate to discuss my return and attachments with the preparer
or any member of the preparer's firm Yes X No

Did you pay a tax return preparer to complete your return, but the preparer failed to sign the return or provide
an Internal Revenue Service preparer tax identification number? If you marked yes, please insert the
preparer's name, address, and phone number in the applicable sections of the signature block above Yes X No

23322051735
Department Use Only

A FA E10 DE F .

Form MO-1040 (Revised 12-2023)


Mail to: Balance Due: Refund or No Amount Due: Fax: (573) 522-1762
Missouri Department of Revenue Missouri Department of Revenue Email: incometaxprocessing@[Link]
P.O. Box 3370 P.O. Box 3222 Submission of Individual Income Tax Returns
Jefferson City, MO 65105-3370 Jefferson City, MO 65105-3222 Email: income@[Link]
Phone: (573) 751-7200 Phone: (573) 751-3505 Inquiry and correspondence
Ever served on active duty in the United States Armed Forces?
If yes, visit [Link]/military/ to see the services and benefits we offer to all eligible military
individuals. A list of all state agency resources and benefits can be found at
[Link]/state-benefits/.
MO-1040 Page 5

Visit [Link]/taxation/individual/tax-types/income/ for additional information.


1735 23 MO5 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.

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