2023 Federal Tax Return Filing

Instructions
FOR THE YEAR ENDING
December 31, 2023

Prepared
ELIJAH C ADAMS
for

Gross Income..................................... $10137

Adjusted Gross Income...................... $10137

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

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

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

Total Payments.................................. $1179

Refund Amount.................................. $1179

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
NEW YORK
FOR THE YEAR ENDING
December 31, 2023

Prepared
ELIJAH C ADAMS
for

Adjusted Gross Income...................... $ 10,137

Total Deductions................................ $ 8,000

Total Taxable Income........................ $ 2,137

Tax
Total Tax............................................ $ 227
Summary
Total Payments.................................. $ 678

Refund Amount.................................. $ 451

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
Click on Main Menu and then E-File or Print to print your return. Attach your copy of each W-2, W-2G, 1099R or 1099G
with withholding. Keep 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
ELIJAH C ADAMS
124-84-5566 Keep for Your Records
2023 2022 Difference
Filing status Single

INCOME:
Wages, salaries, tips, etc. 10,137 10,137
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 10,137 10,137

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: 10,137 10,137

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 412 412
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
ELIJAH C ADAMS
124-84-5566 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 604 604
Estimated payments made
Earned income credit 575 575
Refundable child tax credit or additional child tax credit
American opportunity credit

Schedule 3 - Refundable Credits & Payments

ACA premium tax credit
Qualified sick and family leave credit

Other payments
Total payments 1,179 1,179

AMOUNT DUE / REFUND:

Amount overpaid 1,179 1,179
Overpayment applied to next year
Refund 1,179 1,179
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
ELIJAH C ADAMS 124-84-5566
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
1596 Unionport Rd 1C 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
Bronx NY 10462 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
than four
dependents,
see instructions
and check
here
Income 1a Total amount from Form(s) W-2, box 1 (see instructions) 1a 10,137
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 10,137
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 10,137
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 10,137
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)

GEB 23 1040S1 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Form 1040 (2023) ELIJAH C ADAMS 124-84-5566 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 604
b Form(s) 1099 25b
c Other forms (see instructions) 25c
d Add lines 25a through 25c 25d 604
26 2023 estimated tax payments and amount applied from 2022 return 26
If you have a
qualifying 27 Earned income credit (EIC) 27 575
child, attach
Sch. EIC. 28 Additional child tax credit from Schedule 8812 28
29 American opportunity credit from Form 8863, line 8 29
30 Reserved for future use 30
31 Amount from Schedule 3, line 15 31
32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits 32 575
33 Add lines 25d, 26, and 32. These are your total payments 33 1,179
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid 34 1,179
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here 35a 1,179
Direct deposit? b Routing number 031176110 c Type: X Checking Savings
See instructions.
d Account number 36098303985
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. Active Duty Mili 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. 3474173359 Email address Ellizero4ever@[Link]

Preparer's name Preparer's signature Date PTIN Check if:
Paid Self-employed
Preparer Firm's name Phone no.
Use Only Firm's address
Firm's EIN
Go to [Link]/Form1040 for instructions and the latest information. Form 1040 (2023)

GEB 23 1040S2 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
 2023 WAGES AND SALARIES SUMMARY ATTACHMENT

ELIJAH C ADAMS
124-84-5566
T Federal Social Security State State Local
Employer Name Employer EIN or Wages State
S Withholding Tax Withheld Wages Tax Withheld Tax Withheld

DFAS ATTN DFASIN JAREA 35-9990000 T 10,137 604 591 NY 10,137 412

Total 10,137 604 591 10,137 412

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508O 23_W2LO
 2023 FEDERAL TAX WITHHOLDINGS ATTACHMENT
ELIJAH C ADAMS
124-84-5566
W-2 DFAS ATTN DFASIN JAREA 604

Total to Form 1040/1040-SR line 25d 604

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508O 23_TXFEDWH
 2023 WORKSHEET A, EARNED INCOME CREDIT (EIC) - LINE 27
ELIJAH C ADAMS
124-84-5566 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 10,137
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 2 575
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 10,137

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 6 575

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: 0

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0926P 23_EICA
 23 NY2031 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Department of Taxation and Finance

Nonresident and Part-Year Resident IT-203

Income Tax Return New York State New York City Yonkers MCTMT

NO HANDWRITTEN ENTRIES, OTHER THAN SIGNATURE, ON THIS FORM

For the year January 1, 2023, through December 31, 2023, or fiscal year beginning 23
and ending
For help completing your return, see the instructions, Form IT-203-I.
Your first name and middle initial Your last name (for a joint return, enter spouse's name on line below) Your date of birth (mmddyyyy) Your Social Security number

Elijah C Adams 03141996 124845566

Spouse's first name and middle initial Spouse's last name Spouse's date of birth (mmddyyyy) Spouse's Social Security number

Mailing address (see instructions) (number and street or PO Box) Apartment number New York State county of residence

1596 Unionport Rd 1C BRONX

City, village, or post office State ZIP code Country School district name

Bronx NY 10462 UNITED STATES BRONX

Taxpayer's permanent home address (see instructions) (no. and street or rural route) Apartment no. City, village, or post office
School district
code number 068
State ZIP code Country Taxpayer's date of death Spouse's date of death
Decedent
information

(1) D2 (1) Did you or your spouse maintain living quarters

A Filing X Single X
in Yonkers for any part of 2023? Yes No
status Married filing joint return
If Yes:
(mark an (2)
(enter both spouses' Social Security numbers above) (2) Number of months you lived in Yonkers in 2023
X in one
box): (3)
Married filing separate return
(enter both spouses' Social Security numbers above) (3) Number of months your spouse lived in Yonkers in 2023
If No:
(4) Head of household (with qualifying person) (4) Did you or your spouse work in Yonkers while
not living in Yonkers for any part of 2023 Yes No X
(5) Qualifying surviving spouse E New York City part-year residents only (This includes the
Bronx, Brooklyn, Manhattan, Queens, and Staten Island)
B Did you itemize your deductions on your 2023
federal income tax return? Yes No X 04
(1) Number of months you lived in NY City in 2023
C Can you be claimed as a dependent on another (2) Number of months your spouse lived
taxpayer's federal return? Yes No X
in NY City in 2023
D1 Did you have a financial account located in a F Enter your 2-character special condition
foreign country? Yes No X code(s) if applicable
G New York State part-year residents
Enter the date you moved into
or out of NYS (mmddyyyy) 09122023
On the last day of the tax year (mark an X in one box):
1) Lived in NYS X
2) Lived outside NYS; received income from
NYS sources during nonresident period
3) Lived outside NYS; received no income from
NYS sources during nonresident period
H Did you or your spouse maintain
living quarters in NYS in 2023? Yes No X
I (if Yes, complete Form IT-203-B)
Dependent information
First name and middle initial Last name Relationship Social Security number Date of birth (mmddyyyy)

If more than 6 dependents, mark an X in the box.

203001231729
For office use only
Page 2 of 4 IT-203 (2023) Enter your Social Security number 23 NY2032 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.

124845566
Federal amount New York State amount
Federal income and adjustments
Whole dollars only Whole dollars only

NO HANDWRITTEN ENTRIES, OTHER THAN SIGNATURE, ON THIS FORM

1 Wages, salaries, tips, etc 1 10137 .00 1 10137 .00
2 Taxable interest income 2 .00 2 .00
3 Ordinary dividends 3 .00 3 .00
4 Taxable refunds, credits, or offsets of state and local
income taxes (also enter on line 24) 4 .00 4 .00
5 Alimony received 5 .00 5 .00
6 Business income or loss (submit a copy of federal Sch. C, Form 1040) 6 .00 6 .00
7 Capital gain or loss (if required, submit a copy of federal Sch. D, Form 1040) 7 .00 7 .00
8 Other gains or losses (submit a copy of federal Form 4797) 8 .00 8 .00
9 Taxable amount of IRA distributions. Beneficiaries: mark X in box 9 .00 9 .00
10 Taxable amount of pensions/annuities. Beneficiaries: mark X in box 10 .00 10 .00
11 Rental real estate, royalties, partnerships, S corporations,
trusts, etc. (submit a copy of federal Schedule E, Form 1040) 11 .00 11 .00
12 Rental real estate included
in line 11 (federal amount) 12. .00
13 Farm income or loss (submit a copy of federal Sch. F, Form 1040) 13 .00 13 .00
14 Unemployment compensation 14 .00 14 .00
15 Taxable amount of Social Security benefits (also enter on line 26) 15 .00 15 .00
16 Other income Identify: 16 .00 16 .00
17 Add lines 1 through 11 and 13 through 16 17 10137 .00 17 10137 .00
18 Total federal adjustments to income
Identify: 18 .00 18 .00
19 Federal adjusted gross income (subtract line 18 from line 17). 19 10137 .00 19 10137 .00
New York additions
20 Interest income on state and local bonds and obligations
(but not those of New York State or its localities) 20 .00 20 .00
21 Public employee 414(h) retirement contributions 21 .00 21 .00
22 Other (Form IT-225, line 9) 22 .00 22 .00
23 Add lines 19 through 22 23 10137 .00 23 10137 .00
New York subtractions

24 Taxable refunds, credits, or offsets of state and

local income taxes (from line 4) 24 .00 24 .00
25 Pensions of NYS and local governments and the
federal government 25 .00 25 .00
26 Taxable amount of Social Security benefits (from line 15) 26 .00 26 .00
27 Interest income on U.S. government bonds 27 .00 27 .00
28 Pension and annuity income exclusion 28 .00 28 .00
29 Other (Form IT-225, line 18) 29 .00 29 .00
30 Add lines 24 through 29 30 .00 30 0 .00
31 New York adjusted gross income (subtract line 30 from line 23) 31 10137 .00 31 10137 .00

32 Enter the amount from line 31, Federal amount column 32 10137 .00

203002231729
 23 NY2033 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.

Name(s) as shown on page 1 Enter your Social Security number IT-203 (2023) Page 3 of 4
ELIJAH C ADAMS 124845566

Standard deduction or itemized deduction

33 Enter your standard deduction or your itemized deduction (from Form IT-196).

NO HANDWRITTEN ENTRIES, OTHER THAN SIGNATURE, ON THIS FORM

Mark an X in the appropriate box: X Standard -or- Itemized 33 8000 .00
34 Subtract line 33 from line 32 (if line 33 is more than line 32, leave blank) 34 2137 .00
35 Dependent exemptions (enter the number of dependents listed in Item I; see instructions) 35 000.00
36 New York taxable income (subtract line 35 from line 34) 36 2137 .00
Tax computation, credits, and other taxes
37 New York taxable income (from line 36) 37 2137 .00
38 New York State tax on line 37 amount 38 85 .00
39 New York State household credit 39 45 .00
40 Subtract line 39 from line 38 (if line 39 is more than line 38, leave blank) 40 40 .00
41 New York State child and dependent care credit 41 .00
42 Subtract line 41 from line 40 (if line 41 is more than line 40, leave blank) 42 40 .00
43 New York State earned income credit 43 128 .00
44 Base tax (subtract line 43 from line 42; if line 43 is more than line 42, leave blank) 44 .00

45 Income New York State amount from line 31 Federal amount from line 31 Round result to 4 decimal places
percentage 10137 .00 ÷ 10137 .00 = 45 1.0000
46 Allocated New York State tax (multiply line 44 by the decimal on line 45) 46 .00
47 New York State nonrefundable credits (Form IT-203-ATT, line 8) 47 .00
48 Subtract line 47 from line 46 (if line 47 is more than line 46, leave blank) 48 .00
49 Net other New York State taxes (Form IT-203-ATT, line 33) 49 .00
50 Total New York State taxes (add lines 48 and 49) 50 .00

New York City and Yonkers taxes, credits, and surcharges, and MCTMT
51 Part-year New York City resident tax (Form IT-360.1) 51 227 .00 See instructions to compute
52 Part-year resident nonrefundable New York City New York City and Yonkers
child and dependent care credit 52 .00 taxes, credits, and
52a Subtract line 52 from 51 52a 227 .00 surcharges.
52b MCTMT net earnings
base for Zone 1 52b .00
52c MCTMT net earnings
base for Zone 2 52c .00
52d MCTMT for Zone 1 52d .00
52e MCTMT for Zone 2 52e .00 See instructions to compute
the MCTMT for each zone.
52f Total MCTMT (add lines 52d and 52e) 52f .00
53 Yonkers nonresident earnings tax (Form Y-203) 53 .00
54 Part-year Yonkers resident income tax surcharge
(Form IT-360.1) 54 .00
55 Total New York City and Yonkers taxes / surcharges and MCTMT(add lines 52a, and 52f through 54) 55 227 .00
56 Sales or use tax (Do not leave blank.) 56 0 .00
57 Voluntary contributions (Form IT-227, Part 2, line 1) 57 .00
58 Total New York State, New York City, Yonkers, and sales or use taxes, MCTMT,
and voluntary contributions (add lines 50, 55, 56, and 57) 58 227 .00

203003231729
Page 4 of 4 IT-203 (2023) Enter your Social Security number
23 NY2034 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.

124845566

NO HANDWRITTEN ENTRIES, OTHER THAN SIGNATURE, ON THIS FORM

59 Enter amount from line 58 59 227 .00

Payments and refundable credits

60 60 If applicable, complete
Part-year NYC school tax credit (fixed amt.) (also complete E on page 1) 21 .00 Form(s) IT-2 and/or IT-1099-R
60a NYC school tax credit (rate reduction amount) 60a 13 .00 and submit them with your
61 Other refundable credits (Form IT-203-ATT, line 17) 61 232 .00 return.
62 Total New York State tax withheld 62 412 .00 Do not send federal
63 Total New York City tax withheld 63 .00 Form W-2 with your return.
64 Total Yonkers tax withheld 64 .00
65 Total estimated tax payments/amount paid with Form IT-370 65 .00
66 Total payments and refundable credits (add lines 60 through 65) 66 678 .00
Your refund, amount you owe, and account information
67 Amount overpaid (if line 66 is more than line 59, subtract line 59 from line 66) 67 451 .00
68 Amount of line 67 available for refund (subtract line 69 from line 67) 68 451 .00
TIP: Use this amount to check your refund status online.
68a Amount of line 68 that you want to deposit into a NYS 529 account (Form IT-195, line 4) (also submit Form IT-195) 68a .00
68b Total refund after NYS 529 account deposit (subtract line 68a from line 68) 68b 451 .00
direct deposit to checking or paper Refund? Direct deposit is the
Mark one refund choice: X savings account (fill in line 73) - or - check
easiest, fastest way to get your
69 Amount of line 67 that you want applied to your 2024 refund.
estimated tax (see instructions) 69 .00
See instructions for payment
70 Amount you owe (if line 66 is less than line 59, subtract line 66 from line 59). To pay by electronic options.
funds withdrawal, mark an X in the box and fill in lines 73 and 74. If you pay by check
or money order you must complete Form IT-201-V and mail it with your return 70 .00
71 Estimated tax penalty (include this amount on line 70,
or reduce the overpayment on line 67) 71 .00 See instructions for the
proper assembly of your
72 Other penalties and interest 72 .00
return.
73 Account information for direct deposit or electronic funds withdrawal.
If the funds for your payment (or refund) would come from (or go to) an account outside the U.S., mark an X in this box

73a Account type: X Personal checking - or - Personal savings - or - Business checking - or - Business savings

73b Routing number 031176110 73c Account number 36098303985

74 Electronic funds withdrawal Date Amount .00

Third-party Print designee's name Designee's phone number Personal identification

number (PIN)
designee? (see instr.)

Yes No X Email:

Paid preparer must complete Preparer's NYTPRIN NYTPRIN

Taxpayer(s) must sign here
(see instructions) excl. code
Preparer's signature Preparer’s printed name Your signature

Firm's name (or yours, if self-employed) Preparer's PTIN or SSN Your occupation
Active Duty Military
Address Employer identification number Spouse's signature and occupation (if joint return)

Date Date Daytime phone number

(347) 417-3359
Email: Email: Ellizero4ever@[Link]
See instructions for where to mail your return.

203004231729
 Department of Taxation and Finance 23 NY03AT1 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.

Other Tax Credits and Taxes

Attachment to Form IT-203 IT-203-ATT
Name(s) as shown on your Form IT-203 Your Social Security number
ELIJAH C ADAMS 124845566
Complete all parts that apply to you; see instructions (Form IT-203-I). Submit this form with your Form IT-203.
A Have you (or an entity of which you are an owner) been convicted of Bribery Involving Public Servants and
Related Offenses, Corrupting the Government, or Defrauding the Government (NYS Penal Law Article 200,
496, or section 195.20)? (see instructions) Yes No X
Part 1 -- Other tax credits (submit all applicable forms)
Section A -- New York State nonrefundable, non-carryover credits used Whole dollars only
1 Resident credit 1 .00
2 Accumulation distribution credit (submit computation) 2 .00
3 Other nonrefundable, non-carryover credits
Code Amount Code Amount
3a .00 3b .00
Total other nonrefundable, non-carryover credits (add lines 3a and 3b) 3 .00
Section B -- New York State nonrefundable, carryover credits used
4 Long-term care insurance credit 4 .00
5 Investment credit 5 .00
6 Part-year solar energy system equipment credit 6 .00
7 Other nonrefundable, carryover credits
Code Amount Code Amount
7a .00 7h .00
7b .00 7i .00
7c .00 7j .00
7d .00 7k .00
7e .00 7l .00
7f .00 7m .00
7g .00 7n .00
Total other nonrefundable, carryover credits (add lines 7a through 7n) 7 .00
8 Total New York State nonrefundable credits used
(add lines 1 through 7; enter here and on Form IT-203, line 47) 8 .00
Section C -- New York State, New York City, Yonkers, and MCTMT refundable credits
9 Part-year resident refundable New York State child and dependent care credit 9 .00
9a Part-year resident refundable New York City child and dependent care credit 9a .00
10 Part-year resident refundable New York State earned income credit 10 88 .00
11 Part-year resident refundable New York City earned income credit 11 144 .00
12 Other NY State refundable credits
Code Amount Code Amount
12a .00 12g .00
12b .00 12h .00
12c .00 12i .00
12d .00 12j .00
12e .00 12k .00
12f .00 12l .00
Total other refundable credits (add lines 12a through 12I) 12 .00
13 Add lines 9 through 12 13 232 .00
14 New York State claim of right credit 14 .00
15 New York City claim of right credit 15 .00
16 Yonkers claim of right credit 16 .00
16a MCTMT (metropolitan commuter transportation mobility tax) claim of right credit 16a .00
17 Total New York State, New York City, Yonkers, and MCTMT refundable credits
(add lines 13 through 16a; enter here and on Form IT-203, line 61) 17 232 .00

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IT-203-ATT (2023) (Page 2) Enter your Social Security number 23 NY03AT2 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group Inc.

124845566

Part 2 -- Other New York State taxes (submit all applicable forms)

18 NY State tax on capital gain portion of lump-sum distributions (Form IT-230-I, worksheet C, line 7) 18 .00
19 Other New York State taxes
Code Amount Code Amount
19a .00 19g .00
19b .00 19h .00
19c .00 19i .00
19d .00 19j .00
19e .00 19k .00
19f .00 19l .00
Total other New York State taxes (add lines 19a through 19I) 19 .00

20 Add lines 18 and 19 20 .00

21 Enter amount from Form IT-203, line 47 21 .00
22 Enter amount from Form IT-203, line 46 22 .00

23 Subtract line 22 from line 21 (if line 22 is more than line 21, leave blank) 23 .00
24 Subtract line 23 from line 20 (if line 23 is more than line 20, leave blank) 24 .00
25 New York State separate tax on lump-sum distributions
(Form IT-230) 25 .00
26 Resident credit against separate tax on lump-sum
distributions 26 .00
27 Subtract line 26 from line 25 27 .00
28 This line intentionally left blank 28
29 Add lines 24 and 27 29 .00
30 Excess child and dependent care credit 30 .00
31 Subtract line 30 from line 29 (if line 30 is more than line 29, leave blank) 31 .00
32 Excess New York State earned income credit 32 88 .00
33 Net other New York State taxes (subtract line 32 from line 31; if line 32 is more than line 31, leave
blank; otherwise, enter the result here and on Form IT-203, line 49) 33 .00

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 Department of Taxation and Finance 23 NY2151 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.

Claim for Earned Income Credit

New York State New York City
IT-215
Tax Law - Section 606(d)

Submit this form with Form IT-201 or IT-203.

Name(s) as shown on return Your Social Security number

NO HANDWRITTEN ENTRIES ON THIS FORM

ELIJAH C ADAMS 124845566
1 Did you claim the federal earned income credit? If No, stop; you do not qualify for these credits 1 Yes X No
2 Is your investment income (see instr.) greater than $11,000? If Yes , stop; you do not qualify for these credits 2 Yes No X
3 Is your federal filing status Married filing separate and do you meet the requirements to be considered unmarried
for the purposes of the earned income credit? 3 Yes No X
4 Did you claim qualifying children on your federal Schedule EIC? If No , continue with line 5.
If Yes, in the spaces below, list up to three of the same children you claimed on federal Schedule EIC 4 Yes No X
If you claimed more than three, see instructions.

First name MI Last name Suffix Relationship

1st
Child Social Security number Date of birth (mmddyyyy)
No. of months Full-time Person with
lived with you student* disability*
First name MI Last name Suffix Relationship

2nd
Child No. of months Full-time Person with
Social Security number Date of birth (mmddyyyy)
lived with you student* disability*
First name MI Last name Suffix Relationship

3rd
Child No. of months Full-time Person with
Social Security number Date of birth (mmddyyyy)
lived with you student* disability*
* Mark an X in these boxes only if you checked Yes in the same box on your federal Schedule EIC (box 4a or 4b).
5 Is the IRS figuring your federal earned income credit (EIC) for you? If Yes, complete lines 6 through 9 (also lines 21,
23, and 24 if you are a part-year New York State resident, and line 28 if you are a part-year New York City resident).
The Tax Department will compute your New York State and, if applicable, your New York City earned income credit
for you. If No, complete lines 6 through 17 (and lines 18 through 26 if you are a part-year New York State resident).
New York City residents must complete Worksheet C, New York City earned income credit, in the instructions.
Part-year New York City residents must also complete line 28 on pg. 2 of this claim form 5 Yes No X
Whole dollars only

6 Wages, salaries, tips, etc., from Worksheet A line 3, in the instructions 6 10137 .00
7 Earned income adjustments (see instructions) 7 .00
8 Business income or loss (see instructions) 8 .00
Employer identification number (see instructions)
9 Enter your federal adjusted gross income (from Form IT-201, line 19, or Form IT-203, line 19, Federal amount column) 9 10137 .00
10 Amount of federal EIC claimed (from federal Form 1040, line 27) 10 575 .00
11 New York State earned income credit (NYS EIC) rate 30% (.30) 11 .30
12 Tentative NYS EIC (multiply line 10 by line 11; see instructions) 12 173 .00
Complete Worksheet B on page 2 before continuing.
13 Enter the amount from Worksheet B, line 5, on page 2 of this form 13 85 .00
14 New York State household credit (from Form IT-201, line 40, or Form IT-203, line 39) 14 45 .00
15 Enter the smaller of line 13 or line 14 15 45 .00
16 Allowable New York State earned income credit (subtract line 15 from line 12; see instructions) 16 128 .00
17 Complete only if you filed your federal return as Married filing joint , but are required to file your New York State
return as Married filing separate return (see instructions) 17 .00
Joint federal adjusted gross income .00

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IT-215 (2023) (page 2)
23 NY2152 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.

Part-year New York State resident earned income credit

Lines 18 through 26 apply only to part-year New York State

residents claiming the New York State earned income credit.

NO HANDWRITTEN ENTRIES ON THIS FORM

18 Enter your New York State earned income credit (from line 16 or line 17) 18 128 .00
19 Enter the amount from Form IT-203, line 42 19 40 .00
-- If line 19 is equal to or more than line 18, stop.
20 Subtract line 19 from line 18 20 88 .00
21 Enter the amount from Form IT-203-ATT, line 31 (If you do not have to file Form IT-203-ATT, leave blank and continue on line 22 below.) 21 .00
-- If Form IT-215, line 21, is equal to or more than Form IT-215, line 20, stop. Do not continue
with this computation. Enter the amount from line 20 above on Form IT-203-ATT, line 32.
-- If Form IT-215, line 21, is less than Form IT-215, line 20, enter the amount from line 20 above on
Form IT-203-ATT, line 32, and continue on line 22 below.
22 Subtract line 21 from line 20 22 88 .00
23 Amount from line 19, Column D, of Part-year resident income allocation worksheet,
in Form IT-203-I. 23 10137 .00
24 Enter the amount from Form IT-203, line 19, Federal amount column 24 10137 .00
25 Divide line 23 by line 24 (round the result to the fourth decimal place). This amount cannot exceed 100% (1.0000) (see instr.) 25 1
26 Multiply line 22 by line 25. Enter the result here and on Form IT-203-ATT, line 10 26 88 .00

New York City earned income credit (full-year and part-year New York City residents)

27 Enter the amount from Worksheet C, here and on Form IT-201, line 70,
or Form IT-203-ATT, line 11 27 144 .00
Part-year New York City residents must also complete line 28 below.
28 Part-year New York City adjusted gross income
Enter the amounts from Worksheet C, lines 6 and 7 28A 10137 .00 28B 10137 .00

Worksheet B

1 New York State tax (from Form IT-201, line 39, or Form IT-203, line 38) 1 85 .00
2 Resident credit (see instructions) 2 .00
3 Accumulation distribution credit (see instructions) 3 .00
4 Add lines 2 and 3 4 .00
5 Subtract line 4 from line 1. (If line 4 is more than line 1, enter 0.) Enter here and on line 13 on page 1 of this form 5 85 .00

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 Department of Taxation and Finance 23 NY36011 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.

Change of City Resident Status IT-360.1

New York City Yonkers

Submit this form with Form IT-201 or Form IT-203.

Name(s) as shown on return Social Security number

NO HANDWRITTEN ENTRIES ON THIS FORM

ADAMS ELIJAH C 124845566
Change of city resident status -- If you are married and filing separate New York State returns, each of you must complete a
separate Form IT-360.1 (see instructions, Form IT-360.1-I).
For income tax purposes, New York City includes the Bronx, Brooklyn, Manhattan, Queens, and Staten Island.

Mark an X in only one box (A) X New York City change of residence -- Complete Parts 1, 2, 3, and 4.

(B) Yonkers change of residence -- Complete Parts 1 and 5.

(C) New York City and Yonkers change of residence -- Complete the entire form.

Column A Column B Column C

Part 1 -- New York adjusted gross Federal income Amount of Column A Amount of Column A
income (see instructions) and adjustments for New York City for Yonkers
(all sources) resident period resident period
1 Wages, salaries, tips, etc 1 10137 .00 10137 .00 0 .00
2 Taxable interest income 2 .00 .00 .00
3 Ordinary dividends 3 .00 .00 .00
4 Taxable refunds, credits, or offsets of
state and local income taxes 4 .00 .00 .00
5 Alimony received 5 .00 .00 .00
6 Business income or loss (submit copy of
federal Schedule C, Form 1040) 6 .00 .00 .00
7 Capital gain or loss (submit copy of
federal Schedule D, Form 1040) 7 .00 .00 .00
8 Other gains or losses (submit copy of
federal Form 4797) 8 .00 .00 .00
9 Taxable amount of IRA distributions 9 .00 .00 .00
10 Taxable amount of pensions and annuities 10 .00 .00 .00
11 Rental real estate, royalties, partnerships,
S corporations, trusts, etc. (submit copy
of federal Schedule E, Form 1040) 11 .00 .00 .00
12 Farm income or loss (submit copy of
federal Schedule F, Form 1040) 12 .00 .00 .00
13 Unemployment compensation 13 .00 .00 .00
14 Taxable amount of Social Security benefits 14 .00 .00 .00
15 Other income
Identify:
15 .00 .00 .00
16 Total (add lines 1 through 15) 16 10137 .00 10137 .00 0 .00
17 Total federal adjustments to income
Identify:
17 .00 .00 .00
18 Federal adjusted gross income
(subtract line 17 from line 16) 18 10137 .00 10137 .00 0 .00
19 New York modifications (submit schedule) 19 .00 .00 .00
20 New York adjusted gross income
(line 18 and add or subtract line 19) 20 10137 .00 10137 .00 0 .00

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23 NY36012 TXO 1040

Part 2 – Itemized deductions for New York City (see instructions) Column A Column B
Itemized deductions Amount of Column A for
If you are claiming the standard deduction, do not complete Part 2. (see instructions) New York City resident period
21 Medical and dental expenses 21 .00 .00
22 Taxes you paid 22 .00 .00
23 Interest you paid 23 .00 .00

NO HANDWRITTEN ENTRIES ON THIS FORM

24 Gifts to charity 24 .00 .00
25 Casualty and theft losses 25 .00 .00
26 Job expenses and certain miscellaneous deductions 26 .00 .00
27 Other itemized deductions 27 .00 .00
28 Add lines 21 through 27 28 .00 .00
29 Reduction for itemized deduction limitation (see instructions) 29 .00 .00
30 Total itemized deductions (subtract line 29 from line 28) 30 .00 .00
31 State, local, and foreign income taxes (or general sales tax, if applicable)
and other subtraction adjustments 31 .00
32 Subtract line 31 from line 30 32 .00
33 Addition adjustments and college tuition itemized deduction (see instructions) 33 .00
34 Add lines 32 and 33 34 .00
35 Itemized deduction adjustment (if line 20, Column B, is more than $100,000, see instructions; all
others enter 0 on line 35) 35 .00
36 Itemized deduction (subtract line 35 from line 34, enter here and on line 44) 36 .00

Part 3 – Dependent exemptions (see instructions)

37 Enter the period you were a New York City resident during 2023; use a two-digit number to represent the month and day
(see instructions)
From: month 01 day 01 To: month 04 day 18
(mm) (dd) (mm) (dd)
38 This line intentionally left blank
39 Enter the number of full months in the New York City resident period 39 4
40 Enter the prorated value of one dependent exemption (use Proration chart; see instructions) 40 333 .00
41 Enter the number of dependent exemptions you claimed on Form IT-201, line 36,
or Form IT-203, line 35 41 0
42 Multiply the amount on line 40 by the number of dependent exemptions claimed
on line 41 (enter here and on line 46) 42 .00

Part 4 -- Part-year New York City resident tax (see instructions)

43 New York City adjusted gross income (see instructions) 43 10137 .00
44 Resident period standard deduction (see instructions) or
resident period itemized deduction (from line 36) 44 2667 .00
45 Subtract line 44 from line 43 45 7470 .00
46 Dependent exemption amount (from line 42) 46 .00
47 New York City taxable income (subtract line 46 from line 45) 47 7470 .00
48 New York City tax on line 47 amount (see instructions) 48 230 .00
49 Total New York City household credit and accumulation distribution credit(see instructions) 49 3 .00
50 Subtract line 49 from line 48 (if line 49 is larger than line 48, enter 0 ) 50 227 .00
51 Part-year New York City separate tax on lump-sum distributions (from Form IT-230) 51 .00
52 Part-year New York City resident tax on capital gain portion of lump-sum distributions
(from Form IT-230) 52 .00
53 Add lines 50, 51, and 52 53 227 .00
54 Credit for part-year New York City unincorporated business tax paid (see instructions) 54 .00
55 Part-year New York City resident tax (subtract line 54 from line 53 and enter tax on Form IT-201,
line 50, or Form IT-203, line 51; if line 54 is larger than line 53, enter 0) 55 227 .00

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 23 NY36013 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.

Page 3 of 3 IT-360.1 (2023)

Part 5 -- Part-year Yonkers resident income tax surcharge (see instructions)

Full-year Part-year
NYS resident NYS resident
56 Total New York State taxes (Form IT-201, line 46) 56 .00
57 Empire State child credit (Form IT-201, line 63) 57 .00

NO HANDWRITTEN ENTRIES ON THIS FORM

58 NYS child and dependent care credit (Form IT-216, line 14) 58 .00
59 Earned income credit (Form IT-201, line 65) 59 .00
60 Noncustodial parent New York State earned income credit
(Form IT-201, line 66) 60 .00
61 Real property tax credit (Form IT-201, line 67) 61 .00
61a New York City school tax credit (Form IT-201, lines 69 and 69a) 61a .00
62 College tuition credit (Form IT-201, line 68) 62 .00
62a This line intentionally left blank 62a
63 Amount from Form IT-201-ATT, line 13 63 .00
64 Add lines 57 through 63 64 .00
65 Subtract line 64 from line 56 (if line 64 is more than line 56, enter 0
here and on Form IT-201, line 57) 65 .00
66 Base tax (Form IT-203, line 44) 66 .00
67 New York State nonrefundable credits (Form IT-203-ATT, line 8) 67 .00
68 Subtract line 67 from line 66 (if line 67 is more than line 66, enter 0 ) 68 .00
69 Net other New York State taxes (Form IT-203-ATT, line 33) 69 .00
70 Add lines 68 and 69 70 .00
71 Total of amounts from Form IT-203-ATT, lines 9, 10, and 12 71 .00
71a This line intentionally left blank 71a
71b New York City school tax credit (Form IT-203, lines 60 and 60a) 71b .00
71c Add lines 71, and 71b 71c .00
72 Subtract line 71c from line 70 (if line 71c is more than line 70, enter 0 ) 72 .00
73 Income percentage (see worksheet in the instructions) 73
74 Multiply line 65 by line 73. This is the net state tax for full-year
state residents 74 .00
75 Multiply line 72 by line 73. This is the net state tax for part-year
state residents 75 .00
76 Yonkers resident tax rate 76 .1675

77 Part-year Yonkers resident income tax surcharge

(Full-year NYS residents: Multiply line 74 by line 76. Part-year NYS residents: Multiply line 75 by line 76.) 77 .00
Enter the line 77 amount on Form IT-201, line 57, or Form IT-203, line 54.

If you received wages or net earnings from self-employment from Yonkers sources during your nonresident period, see
Form Y-203, Yonkers Nonresident Earnings Tax Return, and instructions, Form Y-203-I.

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 Department of Taxation and Finance 23 NYIT2 TXO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.

Summary of W-2 Statements

New York State New York City Yonkers
IT-2
Do not detach or separate the W-2 Records below. File Form IT-2 as an entire page with your return. See instructions.
Box c Employer’s information
W-2 Record 1 Employer’s name

Box a Employee's Social Security number DFAS ATTN DFASIN JAREA

NO HANDWRITTEN ENTRIES ON THIS FORM

for this W-2 Record Employer’s address (number and street)

124845566 8899 EAST 56TH STREET

Box b Employer identification number (EIN) City State ZIP code Country

359990000 INDIANAPOLIS IN 462492410

Box 1 Wages, tips, other compensation Box 12a Amount Code Box 14a Amount Description
10137.00 215.00 D .00
Box 8 Allocated tips Box 12b Amount Code Box 14b Amount Description
.00 215.00 AA .00
Box 10 Dependent care benefits Box 12c Amount Code Box 14c Amount Description
.00 .00 .00
Box 11 Nonqualified plans Box 12d Amount Code Box 14d Amount Description
.00 .00 .00

Box 13 Statutory employee Retirement plan X Third-party sick pay Corrected (W-2c)
Box 16a NYS wages, tips, etc. Box 17a NYS income tax withheld
NY State information: Box 15a
NY State NY 10137 .00 412 .00
Box 16b Other state wages, tips, etc. Box 17b Other state income tax withheld
Other state information: Box 15b
other state .00 .00

NYC and Yonkers Box 18 Local wages, tips, etc. Box 19 Local income tax withheld Box 20 Locality name
information (see instr.):
Locality a .00 Locality a .00 Locality a

Locality b .00 Locality b .00 Locality b

Do not detach. Box c Employer’s information

W-2 Record 2 Employer’s name

Box a Employee's Social Security number

for this W-2 Record Employer’s address (number and street)

Box b Employer identification number (EIN) City State ZIP code Country

Box 1 Wages, tips, other compensation Box 12a Amount Code Box 14a Amount Description
.00 .00 .00
Box 8 Allocated tips Box 12b Amount Code Box 14b Amount Description
.00 .00 .00
Box 10 Dependent care benefits Box 12c Amount Code Box 14c Amount Description
.00 .00 .00
Box 11 Nonqualified plans Box 12d Amount Code Box 14d Amount Description
.00 .00 .00

Box 13 Statutory employee Retirement plan Third-party sick pay Corrected (W-2c)
Box 16a NYS wages, tips, etc. Box 17a NYS income tax withheld
NY State information: Box 15a
NY State .00 .00
Box 16b Other state wages, tips, etc. Box 17b Other state income tax withheld
Other state information: Box 15b
other state .00 .00

NYC and Yonkers Box 18 Local wages, tips, etc. Box 19 Local income tax withheld Box 20 Locality name
information (see instr.):
Locality a .00 Locality a .00 Locality a

Locality b .00 Locality b .00 Locality b

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