Martha Pelegrin - Taxes 2023 (SIGNED)
Martha Pelegrin - Taxes 2023 (SIGNED)
Sincerely,
Christopher Bailey
Martha Pelegrin Diaz XXX-XX-8216
Tax Summary
Wages & Salary $43,492.00 Foreign tax $0.00 Tax on Income $3,707.00 Income tax withheld $0.00
Interest & Dividend $0.00 Child & dependent care $0.00 AMT $0.00 Estimated tax payment $0.00
Business Income $4,154.00 Elderly or disabled $0.00 Other taxes $587.00 Other payments $0.00
Capital Gain $0.00 Education $0.00 Total Tax $4,578.00 Estimated tax penalty $0.00
Farm Income $0.00 Retirement savings contri. $0.00 Refundable credits $0.00
Other Income $4,154.00 EIC $0.00 Balance Due $4,578.00
Total Income $47,646.00 CTC $0.00 Refund $0.00
Total Adjustment $0.00 Adoption $0.00
AGI $47,352.00 Additional child care $0.00
Itemized / Std.Deduction $13,850.00 Other Credit $0.00
Taxable income $32,730.00 Total Credit $0.00
Form 8879 IRS e-file Signature Authorization
(Rev. January 2021) OMB No. 1545-0074
▶ERO must obtain and retain completed Form 8879.
Department of the Treasury
▶ Go to www.irs.gov/Form8879 for the latest information.
Internal Revenue Service
▲
Submission Identification Number (SID) 60270420241064ck86ce
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 47,352
2 Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 4,578
3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 . . . . . . . . . . . . . 3 0
4 Amount you want refunded to you . . . . . . . . . . . . . . . . . . . . . . 4 0
5 Amount you owe . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 4,578
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 2 8 2 1 6
✘ I authorize MB TAX ACCOUNTING CORP to enter or generate my PIN as my
Enter five digits, but
ERO firm name don’t enter all zeros
signature on the income tax return (original or amended) I am now authorizing.
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III
below.
Your signature ▶ Date ▶ 04/10/2024
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.
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.
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
Martha Pelegrin Diaz 7 9 4 5 2 8 2 1 6
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
3933 MONTEGO DR 323 Check here if you, or your
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code spouse if filing jointly, want $3
to go to this fund. Checking a
Corpus Christi TX 78415 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse
Digital At any time during 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 ✘ No
Age/Blindness You: Were born before January 2, 1959 Are blind Spouse: Was born before January 2, 1959 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) Check the box if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four
dependents,
see instructions
and check
here . .
Income 1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . 1a 43,492
b Household employee wages not reported on Form(s) W-2 . . . . . . . . . . . . . 1b 0
Attach Form(s)
W-2 here. Also c Tip income not reported on line 1a (see instructions) . . . . . . . . . . . . . . 1c 0
attach Forms d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) . . . . . . . . 1d 0
W-2G and
1099-R if tax e Taxable dependent care benefits from Form 2441, line 26 . . . . . . . . . . . . 1e 0
was withheld. f Employer-provided adoption benefits from Form 8839, line 29 . . . . . . . . . . . 1f 0
If you did not g Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . . . . . . 1g 0
get a Form
W-2, see
h Other earned income (see instructions) . . . . . . . . . . . . . . . . . . 1h 0
instructions. i Nontaxable combat pay election (see instructions) . . . . . . . 1i 0
z Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . . . . 1z 43,492
Attach Sch. B 2a Tax-exempt interest . . . 2a b Taxable interest . . . . . 2b
if required. 3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b
4a IRA distributions . . . . 4a 0 b Taxable amount . . . . . . 4b 0
Standard
Deduction for— 5a Pensions and annuities . . 5a 0 b Taxable amount . . . . . . 5b 0
• Single or 6a Social security benefits . . 6a 0 b Taxable amount . . . . . . 6b 0
Married filing
separately, c If you elect to use the lump-sum election method, check here (see instructions) . . . . .
$13,850 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . 7 0
• Married filing
jointly or 8 Additional income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . 8 4,154
Qualifying
surviving spouse, 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . 9 47,646
$27,700 10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10 294
• Head of
household, 11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . 11 47,352
$20,800
12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 13,850
• If you checked
any box under 13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . 13 772
Standard
Deduction, 14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 14,622
see instructions.
15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income . . . . . 15 32,730
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2023)
Form 1040 (2023) Page 2
Tax and 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 3,707
Credits 17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17 284
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 3,991
19 Child tax credit or credit for other dependents from Schedule 8812 . . . . . . . . . . 19 0
20 Amount from Schedule 3, line 8 . . . . . . . . . . . . . . . . . . . . 20 0
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21 0
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22 3,991
23 Other taxes, including self-employment tax, from Schedule 2, line 21 . . . . . . . . . 23 587
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . 24 4,578
Payments 25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 0
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b 0
c Other forms (see instructions) . . . . . . . . . . . . . 25c 0
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 0
If you have a 26 2023 estimated tax payments and amount applied from 2022 return . . . . . . . . . . 26
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27 0
attach Sch. EIC.
28 Additional child tax credit from Schedule 8812 . . . . . . . . 28 0
29 American opportunity credit from Form 8863, line 8 . . . . . . . 29 0
30 Reserved for future use . . . . . . . . . . . . . . . 30
31 Amount from Schedule 3, line 15 . . . . . . . . . . . . 31 0
32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits . . 32 0
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . 0. . . . . . 33 0
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 0
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . 35a 0
Direct deposit? b Routing number c Type: Checking Savings
See instructions.
d Account number
36 Amount of line 34 you want applied to your 2024 estimated tax . . . 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe.
You Owe For details on how to pay, go to www.irs.gov/Payments or see instructions . . . . . . . . 37 4,578
38 Estimated tax penalty (see instructions) . . . . . . . . . . 38 0
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . . ✘ Yes. Complete below. No
Designee’s Phone Personal identification
name Christopher Bailey no. (305) 842-6309 number (PIN) 51234
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
Protection PIN, enter it here
04/10/2024 EMPLOYEE (see inst.)
Joint return?
See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for Identity Protection PIN, enter it here
your records. (see inst.)
2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . 2 284
3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . 3 284
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . 4 587
7 Total additional social security and Medicare tax. Add lines 5 and 6 . . . . . . 7 0
8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required.
If not required, check here . . . . . . . . . . . . . . . . . . . . . 8 0
13 Uncollected social security and Medicare or RRTA tax on tips or group-term life
insurance from Form W-2, box 12 . . . . . . . . . . . . . . . . . . . . 13 0
14 Interest on tax due on installment income from the sale of certain residential lots
and timeshares . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 0
15 Interest on the deferred tax on gain from certain installment sales with a sales price
over $150,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 0
(continued on page 2)
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71478U Schedule 2 (Form 1040) 2023
Schedule 2 (Form 1040) 2023 Page 2
2023
Department of the Treasury
Attach to Form 1040, 1040-SR, or 1040-NR.
Attachment
Internal Revenue Service Go to www.irs.gov/Form8962 for instructions and the latest information. Sequence No. 73
Name shown on your return Your social security number
Martha Pelegrin Diaz 794-52-8216
A. You cannot take the PTC if your filing status is married filing separately unless you qualify for an exception. See instructions. If you qualify, check the box
Part I Annual and Monthly Contribution Amount
1 Tax family size. Enter your tax family size. See instructions . . . . . . . . . . . . . . . . . 1 1
2a Modified AGI. Enter your modified AGI. See instructions . . . . . . . . . 2a 47,352
b Enter the total of your dependents’ modified AGI. See instructions . . . . . . 2b 0
3 Household income. Add the amounts on lines 2a and 2b. See instructions . . . . . . . . . . . . 3 47,352
4 Federal poverty line. Enter the federal poverty line amount from Table 1-1, 1-2, or 1-3. See instructions. Check the
appropriate box for the federal poverty table used. a Alaska b Hawaii c ✘ Other 48 states and DC 4 13,590
5 Household income as a percentage of federal poverty line (see instructions) . . . . . . . . . . . . 5 348 %
6 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . . . .
7 Applicable figure. Using your line 5 percentage, locate your “applicable figure” on the table in the instructions . . 7 0.0720
8a Annual contribution amount. Multiply line 3 by b Monthly contribution amount. Divide line 8a
line 7. Round to nearest whole dollar amount 8a 3,409 by 12. Round to nearest whole dollar amount 8b 284
Part II Premium Tax Credit Claim and Reconciliation of Advance Payment of Premium Tax Credit
9 Are you allocating policy amounts with another taxpayer or do you want to use the alternative calculation for year of marriage? See instructions.
Yes. Skip to Part IV, Allocation of Policy Amounts, or Part V, Alternative Calculation for Year of Marriage. ✘ No. Continue to line 10.
10 See the instructions to determine if you can use line 11 or must complete lines 12 through 23.
Yes. Continue to line 11. Compute your annual PTC. Then skip lines 12–23 ✘ No. Continue to lines 12–23. Compute
and continue to line 24. your monthly PTC and continue to line 24.
(a) Annual enrollment (b) Annual applicable (c) Annual (d) Annual maximum (e) Annual premium tax (f) Annual advance
Annual SLCSP premium premium assistance
premiums (Form(s) contribution amount credit allowed payment of PTC (Form(s)
Calculation (Form(s) 1095-A, (subtract (c) from (b); if
1095-A, line 33C)
1095-A, line 33A) line 33B) (line 8a) zero or less, enter -0-) (smaller of (a) or (d))
11 Annual Totals 0 0 0 0 0 0
(c) Monthly
(a) Monthly enrollment (b) Monthly applicable (d) Monthly maximum (f) Monthly advance
contribution amount (e) Monthly premium tax
Monthly premiums (Form(s) SLCSP premium premium assistance payment of PTC (Form(s)
(amount from line 8b credit allowed
Calculation 1095-A, lines 21–32, (Form(s) 1095-A, lines (subtract (c) from (b); if 1095-A, lines 21–32,
or alternative marriage (smaller of (a) or (d))
column A) 21–32, column B) zero or less, enter -0-) column C)
monthly calculation)
26 Net premium tax credit. If line 24 is greater than line 25, subtract line 25 from line 24. Enter the difference here and
on Schedule 3 (Form 1040), line 9. If line 24 equals line 25, enter -0-. Stop here. If line 25 is greater than line 24,
leave this line blank and continue to line 27 . . . . . . . . . . . . . . . . . . . . . 26 0
Part III Repayment of Excess Advance Payment of the Premium Tax Credit
27 Excess advance payment of PTC. If line 25 is greater than line 24, subtract line 24 from line 25. Enter the difference here 27 284
28 Repayment limitation (see instructions) . . . . . . . . . . . . . . . . . . . . . . 28 1,500
29 Excess advance premium tax credit repayment. Enter the smaller of line 27 or line 28 here and on Schedule 2
(Form 1040), line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 284
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 37784Z Form 8962 (2023)
Form 8962 (2023) Page 2
Part IV Allocation of Policy Amounts
Complete the following information for up to four policy amount allocations. See instructions for allocation details.
Allocation 1
30 (a) Policy Number (Form 1095-A, line 2) (b) SSN of other taxpayer (c) Allocation start month (d) Allocation stop month
Allocation 2
31 (a) Policy Number (Form 1095-A, line 2) (b) SSN of other taxpayer (c) Allocation start month (d) Allocation stop month
Allocation 3
32 (a) Policy Number (Form 1095-A, line 2) (b) SSN of other taxpayer (c) Allocation start month (d) Allocation stop month
Allocation 4
33 (a) Policy Number (Form 1095-A, line 2) (b) SSN of other taxpayer (c) Allocation start month (d) Allocation stop month
(a) Alternative family size (b) Alternative monthly (c) Alternative start month (d) Alternative stop month
36 Alternative entries contribution amount
for your spouse’s
SSN
Form 8962 (2023)
Form 9465
(Rev. September 2020)
▶ Go
Installment Agreement Request
to www.irs.gov/Form9465 for instructions and the latest information. OMB No. 1545-0074
▶ If you are filing this form with your tax return, attach it to the front of the return.
Department of the Treasury
Internal Revenue Service ▶ See separate instructions.
Tip: If you owe $50,000 or less, you may be able to avoid filing Form 9465 and establish an installment agreement online, even if you
haven’t yet received a tax bill. Go to www.irs.gov/OPA to apply for an Online Payment Agreement. If you establish your installment
agreement using the Online Payment Agreement application, the user fee that you pay will be lower than it would be with Form 9465.
Part I Installment Agreement Request
This request is for Form(s) (for example, Form 1040 or Form 941) ▶ FORM 1040
Enter tax year(s) or period(s) involved (for example, 2018 and 2019, or January 1, 2019, to June 30, 2019) ▶ 2023
1a Your first name and initial Last name Your social security number
Martha Pelegrin Diaz 794-52-8216
If a joint return, spouse’s first name and initial Last name Spouse’s social security number
Current address (number and street). If you have a P.O. box and no home delivery, enter your box number. Apt. number
3933 MONTEGO DR 323
City, town or post office, state, and ZIP code. If a foreign address, also complete the spaces below (see instructions).
Corpus Christi TX 78415
Foreign country name Foreign province/state/county Foreign postal code
1b If this address is new since you filed your last tax return, check here . . . . . . . . . . . . . . . . . ▶
2 Name of your business (must no longer be operating) Employer identification number (EIN)
3 (561)800-7350 4 (561)800-7350
Your home phone number Best time for us to call Your work phone number Ext. Best time for us to call
5 Enter the total amount you owe as shown on your tax return(s) (or notice(s)) . . . . . . . . 5 4,578
6 If you have any additional balances due that aren’t reported on line 5, enter the amount here (even if
the amounts are included in an existing installment agreement) . . . . . . . . . . . . 6
7 Add lines 5 and 6 and enter the result . . . . . . . . . . . . . . . . . . . . 7 4,578
8 Enter the amount of any payment you’re making with this request. See instructions . . . . . 8
9 Amount owed. Subtract line 8 from line 7 and enter the result . . . . . . . . . . . . 9 4,578
10 Divide the amount on line 9 by 72.0 and enter the result . . . . . . . . . . . . . . 10 64
11a Enter the amount you can pay each month. Make your payment as large as possible to limit interest
and penalty charges, as these charges will continue to accrue until you pay in full. If you have
an existing installment agreement, this amount should represent your total proposed monthly
payment amount for all your liabilities. If no payment amount is listed on line 11a, a payment will
be determined for you by dividing the balance due on line 9 by 72 months . . . . . . . 11a $ 64
b If the amount on line 11a is less than the amount on line 10 and you’re able to increase your payment
to an amount that is equal to or greater than the amount on line 10, enter your revised monthly payment 11b $
• If you can’t increase your payment on line 11b to more than or equal to the amount shown on line 10, check the box. Also,
complete and attach Form 433-F, Collection Information Statement . . . . . . . . . . . . . . . . . . .
• If the amount on line 11a (or 11b, if applicable) is more than or equal to the amount on line 10 and the amount you owe is
over $25,000 but not more than $50,000, then you don’t have to complete Form 433-F. However, if you don’t complete Form
433-F, then you must complete either line 13 or 14.
• If the amount on line 9 is greater than $50,000, complete and attach Form 433-F.
12 Enter the date you want to make your payment each month. Don’t enter a date later than the 28th 12 28
13 If you want to make your payments by direct debit from your checking account, see the instructions and fill in lines 13a and
13b. This is the most convenient way to make your payments and it will ensure that they are made on time.
▶ a Routing number 0 6 3 1 0 7 5 1 3 ▶ b Account number 7 8 7 2 5 1 1 5 8 4
I authorize the U.S. Treasury and its designated Financial Agent to initiate a monthly ACH debit (electronic withdrawal) entry to the financial institution account
indicated for payments of my federal taxes owed, 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 payment, I must contact the U.S. Treasury Financial Agent at
1-800-829-1040 no later than 14 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the
electronic payments of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payments.
c Low-income taxpayers only. If you’re unable to make electronic payments through a debit instrument by providing your
banking information on lines 13a and 13b, check this box and your user fee will be reimbursed upon completion of your
installment agreement. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14 If you want to make payments by payroll deduction, check this box and attach a completed Form 2159 . . . . . . .
By signing and submitting this form, I authorize the IRS to contact third parties and to disclose my tax information to third parties in order to process this
request and administer the agreement over its duration. I also agree to the terms of this agreement, as provided in the instructions, if it’s approved by the IRS.
Your signature Date Spouse’s signature. If a joint return, both must sign. Date
For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No. 14842Y Form 9465 (Rev. 9-2020)
Form 9465 (Rev. 9-2020) Page 2
Part II Additional Information
Complete this Part only if all three conditions below apply:
1. You defaulted on an installment agreement in the past 12 months;
2. You owe more than $25,000 but not more than $50,000; and
3. The amount on line 11a (or 11b, if applicable) is less than line 10.
Note: If you owe more than $50,000, also complete and attach Form 433-F.
15 In which county is your primary residence? FL
17 How many dependents will you be able to claim on this year’s tax return?. . . . . . . . . 17
20 What is your net income per pay period (take home pay)? . . . . . . . . . . . . . . 20 $
Note: Complete lines 21 and 22 only if you have a spouse and meet certain conditions (see instructions). If you don’t
have a spouse, go to line 23.
22 What is your spouse’s net income per pay period (take home pay)? . . . . . . . . . . . 22 $
27 Not including any court-ordered payments for child and dependent support, how much do you pay
for child or dependent care each month? . . . . . . . . . . . . . . . . . . . 27 $
Form 9465 (Rev. 9-2020)
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074
(Form 1040)
Department of the Treasury
(Sole Proprietorship)
Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065. 2023
Attachment
Internal Revenue Service Go to www.irs.gov/ScheduleC for instructions and the latest information. Sequence No. 09
Name of proprietor Social security number (SSN)
Martha Pelegrin Diaz 7 9 4 - 5 2 - 8 2 1 6
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
Transportation & Warehousing 4 8 8 0 0 0
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
E Business address (including suite or room no.) 3933 MONTEGO DR APT 323
City, town or post office, state, and ZIP code Corpus Christi TX 78415
F Accounting method: (1) ✘ Cash (2) Accrual (3) Other (specify)
G Did you “materially participate” in the operation of this business during 2023? If “No,” see instructions for limit on losses . ✘ Yes No
H If you started or acquired this business during 2023, check here . . . . . . . . . . . . . . . . . .
I Did you make any payments in 2023 that would require you to file Form(s) 1099? See instructions . . . . . . . . Yes ✘ No
J If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . 1 6,774
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 3 6,774
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . 4 0
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . 5 6,774
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . 6
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . 7 6,774
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . 8 0 18 Office expense (see instructions) . 18 0
9 Car and truck expenses 19 Pension and profit-sharing plans . 19 0
(see instructions) . . . 9 2,620 20 Rent or lease (see instructions):
10 Commissions and fees . 10 0 a Vehicles, machinery, and equipment 20a 0
11 Contract labor (see instructions) 11 0 b Other business property . . . 20b 0
12 Depletion . . . . . 12 0 21 Repairs and maintenance . . . 21 0
13 Depreciation and section 179 22 Supplies (not included in Part III) . 22 0
expense deduction (not
included in Part III) (see 23 Taxes and licenses . . . . . 23 0
instructions) . . . . 13 0 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . 24a 0
(other than on line 19) . 14 0 b Deductible meals (see instructions) 24b 0
15 Insurance (other than health) 15 0 25 Utilities . . . . . . . . 25 0
16 Interest (see instructions): 26 Wages (less employment credits) 26 0
a Mortgage (paid to banks, etc.) 16a 0 27a Other expenses (from line 48) . . 27a 0
b Other . . . . . . 16b 0 b Energy efficient commercial bldgs
17 Legal and professional services 17 0 deduction (attach Form 7205) . . 27b 0
28 Total expenses before expenses for business use of home. Add lines 8 through 27b . . . . . . . 28 2,620
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . 29 4,154
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method. See instructions.
Simplified method filers only: Enter the total square footage of (a) your home:
and (b) the part of your home used for business: . Use the Simplified
Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . 30 0
}
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you
checked the box on line 1, see instructions.) Estates and trusts, enter on Form 1041, line 3. 31 4,154
• If a loss, you must go to line 32.
}
32 If you have a loss, check the box that describes your investment in this activity. See instructions.
• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule
SE, line 2. (If you checked the box on line 1, see the line 31 instructions.) Estates and trusts, enter on 32a All investment is at risk.
Form 1041, line 3. 32b Some investment is not
• If you checked 32b, you must attach Form 6198. Your loss may be limited. at risk.
For Paperwork Reduction Act Notice, see the separate instructions. Cat. No. 11334P Schedule C (Form 1040) 2023
Schedule C (Form 1040) 2023 Page 2
Part III Cost of Goods Sold (see instructions)
33 Method(s) used to
value closing inventory: a Cost b Lower of cost or market c Other (attach explanation)
34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory?
If “Yes,” attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
35 Inventory at beginning of year. If different from last year’s closing inventory, attach explanation . . . 35 0
39 Other costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 . . . . . . 42 0
Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and
are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file
Form 4562.
43 When did you place your vehicle in service for business purposes? (month/day/year) 0 1/ 0 2 /2 0 2 3
44 Of the total number of miles you drove your vehicle during 2023, enter the number of miles you used your vehicle for:
45 Was your vehicle available for personal use during off-duty hours? . . . . . . . . . . . . . . . ✘ Yes No
46 Do you (or your spouse) have another vehicle available for personal use?. . . . . . . . . . . . . . Yes ✘ No
Simplified Computation
Attach to your tax return.
2023
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form8995 for instructions and the latest information. Sequence No. 55
Name(s) shown on return Your taxpayer identification number
Martha Pelegrin Diaz 794-52-8216
Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is at or below $182,100 ($364,200 if married
filing jointly), and you aren’t a patron of an agricultural or horticultural cooperative.
1 (a) Trade, business, or aggregation name (b) Taxpayer (c) Qualified business
identification number income or (loss)
ii
iii
iv
v
2 Total qualified business income or (loss). Combine lines 1i through 1v,
column (c) . . . . . . . . . . . . . . . . . . . . . . 2 3,860
3 Qualified business net (loss) carryforward from the prior year . . . . . . . 3 ( )
4 Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- 4 3,860
5 Qualified business income component. Multiply line 4 by 20% (0.20) . . . . . . . . . . . 5 772
6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions) . . . . . . . . . . . . . . . . . . . . 6 0
7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior
year . . . . . . . . . . . . . . . . . . . . . . . . . 7 ( )
8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero
or less, enter -0- . . . . . . . . . . . . . . . . . . . . 8 0
9 REIT and PTP component. Multiply line 8 by 20% (0.20) . . . . . . . . . . . . . . . 9 0
10 Qualified business income deduction before the income limitation. Add lines 5 and 9 . . . . . . 10 772
11 Taxable income before qualified business income deduction (see instructions) 11 33,502
12 Enter your net capital gain, if any, increased by any qualified dividends
(see instructions) . . . . . . . . . . . . . . . . . . . . 12 0
13 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . 13 33,502
14 Income limitation. Multiply line 13 by 20% (0.20) . . . . . . . . . . . . . . . . . . 14 6,700
15 Qualified business income deduction. Enter the smaller of line 10 or line 14. Also enter this amount on
the applicable line of your return (see instructions) . . . . . . . . . . . . . . . . . 15 772
16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . . 16 ( 0)
17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ( 0)
For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No. 37806C Form 8995 (2023)
Form 1095-A Health Insurance Marketplace Statement VOID OMB No. 1545-2232
10 Policy start date 11 Policy termination date 12 Street address (including apartment no.)
01/01/2023 01/31/2023 3933 MONTEGO DR APT 323
13 City or town 14 State or province 15 Country and ZIP or foreign postal code
Corpus Christi TX 78415
A. Covered individual name B. Covered individual SSN C. Covered individual D. Coverage start date E. Coverage termination date
date of birth
17
18
19
20
22 February
23 March
24 April
25 May
26 June
27 July
28 August
29 September
30 October
31 November
32 December
Total : 6,774 0
2023 Form W-2 Wage and Tax Statement Report
E. Employee's Name C. Employer's Name 1. Wages 2. Federal 3. Social 4. Social 5. Medicare 6. Medicare
Income Tax Security Security Wages Tax
Withheld Wages Tax Withheld
Withheld
Martha Pelegrin Diaz HCS RENEWABLE ENERGY LLC 10,548 10,548 654 10,548 153
Martha Pelegrin Diaz BLATTNER ENERGY LLC 32,944 32,944 2,043 32,944 478