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) 113706202506900bbjz9
Taxpayer’s name Social security number

Marco V Angamarca 208-96-1627

Spouse’s name Spouse’s social security number
Angelica M Velez Yanza 886-47-3962
Part I Tax Return Information — Tax Year Ending December 31, 2024 (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 21,504.
2 Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 0.
3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 . . . . . . . . . . . . . 3 620.
4 Amount you want refunded to you . . . . . . . . . . . . . . . . . . . . . . 4 4,833.
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
6 1 6 2 7
I authorize H&S Accounting & Taxation Services LLC 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 ▶

Spouse’s PIN: check one box only

I authorize H&S Accounting & Taxation Services LLC to enter or generate my PIN 7 3 9 6 2 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. 1 1 3 7 0 6 1 2 3 4 5
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 ▶

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. BAA REV 02/26/25 PRO Form 8879 (Rev. 01-2021)
 Department of the Treasury - Internal Revenue Service
Form 9325 Acknowledgement and General Information for
(January 2017)
Taxpayers Who File Returns Electronically
Thank you for participating in IRS e-file.
208-96-1627
Taxpayer name MARCO V ANGAMARCA & ANGELICA M VELEZ YANZA

Taxpayer address (optional)

372 ATLANTIC ST
COPIAGUE, NY 11726

1. Your federal income tax return for 2024 was filed electronically with the Andover
Submission Processing Center. The electronic filing services were provided by H&S Accounting & Taxation Services LLC .

2. Your return was accepted on 03/10/2025 using a Personal Identification Number (PIN) as your electronic
signature. You entered a PIN or authorized the Electronic Return Originator (ERO) to enter or generate a PIN
for you. The Submission ID assigned to your return is 113706202506900bbjz9 .

3. Your return was accepted on Allow 4 to 6 weeks for the processing of your return.
The Earned Income Credit or a dependent's exemption on your return may be reduced or disallowed due to a
child's name and social security number mismatch.

4. Your electronic funds withdrawal payment request was accepted for processing.

5. Your electronic funds withdrawal payment request was not accepted for processing. Refer to the "If You Owe
Tax" section.

6. Your Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, was
accepted on . The Submission ID assigned to your extension
is .

DO NOT SEND A PAPER COPY OF YOUR RETURN TO THE IRS.

IF YOU DO, IT WILL DELAY THE PROCESSING OF THE RETURN.

If You Need to Make a Change to Your Return

If you need to make a change or correct the return you filed electronically, you should send a Form 1040X, Amended U.S.
Individual Income Tax Return, to the IRS Submission Processing Center that processes paper returns for your area. The
address is available at www.irs.gov, or you can call the IRS toll-free at 1-800-829-1040.

If You Need to Ask About Your Refund

The IRS notifies your Electronic Return Originator (ERO) when your return is accepted, usually within 48 hours. If your
return was not accepted, the IRS notifies your ERO of the reasons for rejection. If it has been more than three weeks
since the IRS accepted your return and you have not received your refund, go to www.irs.gov and click on "Where's My
Refund?" to view your refund status. Exception: If box 3 above is checked, allow 4 to 6 weeks for processing of your
return. A notice will be sent to you advising of changes to your return.

Also, you can call the TeleTax line at 1-800-829-4477, for automated refund information. You should have available the
first social security number shown on your return, your filing status, and the exact amount of the refund you expect.
TeleTax gives you the date for mailing or depositing your refund. You should receive your refund check within 30 days of
the date given by TeleTax, or within one week of that date, if you chose direct deposit. If you do not receive it by then, or if
TeleTax does not give your refund information, call the Refund Hotline at 1-800-829-1954.
Catalog Number 12901K BAA REV 02/26/25 PRO Form 9325 (Rev. 1-2017)
The IRS uses refunds to cover overdue taxes and notifies you when this occurs. The Fiscal Service offsets refunds
through the Treasury Offset Program to cover past due child support, federal agency non-tax debts such as student loans
and state income tax obligations. Fiscal Service sends you an offset notice if it applies your refund or part of your refund
to non-tax debts. If you have questions about the offset, contact the agency identified in the notice. You may also call the
Treasury Offset Program Call Center at 1-800-304-3107, if you have additional questions.

If You Owe Tax

If your return has a balance due, you must pay the amount you owe by the prescribed due date. If you paid by electronic
funds withdrawal (direct debit) or by credit card, no voucher is needed. The credit card service providers will charge a
convenience fee based on the amount of taxes you are paying. The fees and the type of credit or debit cards accepted
may vary between providers. You will be told the amount of the fee during the transaction and you will be given the option
to either continue or end the transaction. For information on paying your taxes electronically, including by credit or debit
card, go to www.irs.gov/e-pay.

If you are not paying electronically you may use Form 1040-V, Payment Voucher, which you can obtain from your
Electronic Return Originator. If the IRS does not receive your payment by the prescribed due date, you will receive a
notice that requests full payment of the tax due, plus penalties and interest. If you can not pay the amount in full, complete
Form 9465, Installment Agreement Request, which you may file electronically. To apply for an installment agreement
online, go to www.irs.gov. You may also order Form 9465 by calling 1-800-TAX-FORM (1-800-829-3676). If approved, the
IRS charges a user fee to set up an installment agreement.

If You Need to Inquire About Your Electronic Funds Withdrawal Payment

You may call 1-888-353-4537 to inquire about the status of your electronic funds withdrawal payment. If there is a change
to the bank account information included on your return, you should call this number to cancel a scheduled payment. You
should have available the social security number of the first person listed on the tax return, the payment amount, and the
bank account number. Cancellation requests must be received no later than 11:59 p.m. E.T. two business days prior to
the scheduled payment date.

Tax Refund Related Financial Products

Financial institutions offer a variety of financial products to taxpayers based on their refunds. Contracts for financial
products are between you and the financial institution. The IRS is not associated with the contract. If you have questions
about tax refund related products, contact your Electronic Return Originator or the lender.
 1040 U.S. Individual Income Tax Return 2024
Form Department of the Treasury—Internal Revenue Service

OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

For the year Jan. 1–Dec. 31, 2024, or other tax year beginning , 2024, ending , 20 See separate instructions.
Your first name and middle initial Last name Your social security number
Marco V Angamarca 208 96 1627
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number
Angelica M Velez Yanza 886 47 3962
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
372 Atlantic St 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
Copiague NY 11726 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse

Filing Status Single Head of household (HOH)

Married filing jointly (even if only one had income)
Check only
one box. Married filing separately (MFS) Qualifying surviving spouse (QSS)
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:
If treating a nonresident alien or dual-status alien spouse as a U.S. resident for the entire tax year, check the box and enter
their name (see instructions and attach statement if required):

Digital At any time during 2024, 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
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, 1960 Are blind Spouse: Was born before January 2, 1960 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 Marco Vinicio Angamarca 090-96-9149 Son
dependents,
see instructions
and check
here . .

Income 1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . 1a 21,463.
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
W-2, see
h Other earned income (see instructions) . . . . . . . . . . . . . . . . . . 1h 0.
instructions. i Nontaxable combat pay election (see instructions) . . . . . . . 1i
z Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . . . . 1z 21,463.
Attach Sch. B 2a Tax-exempt interest . . . 2a b Taxable interest . . . . . 2b 41.
if required. 3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b
Standard
Deduction for— 5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b
• Single or 6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
Married filing
separately, c If you elect to use the lump-sum election method, check here (see instructions) . . . . .
$14,600 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . 7
• Married filing
jointly or 8 Additional income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . 8 0.
Qualifying
surviving spouse, 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . 9 21,504.
$29,200 10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10
• Head of
household, 11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . 11 21,504.
$21,900
• If you checked
12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 29,200.
any box under 13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . 13
Standard
Deduction, 14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 29,200.
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 (2024)
Form 1040 (2024) 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 0.
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 620.
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 620.
If you have a 26 2024 estimated tax payments and amount applied from 2023 return . . . . . . . . . . 26
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27 4,213.
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 4,213.
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . 33 4,833.
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 4,833.
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . 35a 4,833.
Direct deposit? b Routing number 0 2 1 0 0 0 0 2 1 c Type: Checking Savings
See instructions.
d Account number 6 9 2 6 3 5 3 6 5
36 Amount of line 34 you want applied to your 2025 estimated tax . . . 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe.
You Owe For details on how to pay, go to www.irs.gov/Payments or see instructions . . . . . . . . 37
38 Estimated tax penalty (see instructions) . . . . . . . . . . 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . . Yes. Complete below. No
Designee’s Phone Personal identification
name Jenny J. Salinas no. (631)245-6096 number (PIN) 1 2 3 4 5
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
Joint return? Carpenter (see inst.) 8 3 6 0 9 7
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.)
Customer Assistant 2 5 6 4 5 7
Phone no. Email address
Preparer’s name Preparer’s signature Date PTIN Check if:
Paid Jenny J. Salinas Jenny J. Salinas 03/11/2025 P02266937 Self-employed
Preparer
Firm’s name H&S Accounting & Taxation Services LLC Phone no.
Use Only
Firm’s address 1713 5th Avenue Suite J Bay Shore NY 11706 Firm’s EIN 87-2384207
Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 02/26/25 PRO Form 1040 (2024)
SCHEDULE EIC Earned Income Credit OMB No. 1545-0074
(Form 1040) Qualifying Child Information
Complete and attach to Form 1040 or 1040-SR only if you have a qualifying child.
2024
Department of the Treasury Attachment
Go to www.irs.gov/ScheduleEIC for the latest information. Sequence No. 43
Internal Revenue Service
Name(s) shown on return Your social security number
Marco V Angamarca & Angelica M Velez Yanza 208-96-1627
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.

▲
!
CAUTION
• 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. 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

1 Child’s name First name Last name First name Last name First name Last name

If you have more than three qualifying

children, you have to list only three to get
the maximum credit. Marco Vinicio Angamarca
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 2024
or you are claiming the self-only EIC (see
instructions). If your child was born and
died in 2024 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. 090-96-9149
3 Child’s year of birth Year 2 0 0 7 Year Year
If born after 2005 and the child is If born after 2005 and the child is If born after 2005 and the child is
younger than you (or your spouse, younger than you (or your spouse, younger than you (or your spouse,
if filing jointly), skip lines 4a and if filing jointly), skip lines 4a and if filing jointly), skip lines 4a and
4b; go to line 5. 4b; go to line 5. 4b; go to line 5.

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

2024, 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 2024? 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.)
Son
6 Number of months child lived
with you in the United States
during 2024
• If the child lived with you for more than
half of 2024 but less than 7 months,
enter “7.”
• If the child was born or died in 2024 and
your home was the child’s home for more 12 months months months
than half the time they were alive during Do not enter more than 12 Do not enter more than 12 Do not enter more than 12
2024, enter “12.” months. months. months.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 02/26/25 PRO Schedule EIC (Form 1040) 2024
Form 8867 Paid Preparer’s Due Diligence Checklist
Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC),
OMB No. 1545-0074
For tax year
(Rev. November 2024)
Child Tax Credit (CTC) (including the Additional Child Tax Credit (ACTC) and 20 24
Credit for Other Dependents (ODC)), and Head of Household (HOH) Filing Status
Department of the Treasury To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, or 1040-SS. Attachment
Internal Revenue Service Go to www.irs.gov/Form8867 for instructions and the latest information. Sequence No. 70
Taxpayer name(s) shown on return Taxpayer identification number
Marco V Angamarca & Angelica M Velez Yanza 208-96-1627
Preparer’s name Preparer tax identification number
Jenny J. Salinas P02266937
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). EIC 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? . . . . . . . . . . . . . . . . . . . . . . .
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-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? . .
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) . . . . . . . . . . . . . . . . .
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.) . . . . . . . . . . . . . . .
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) . . . . . . . . . . . . . . . . . . . . . . . .
List those documents provided by the taxpayer, if any, that you relied on:

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? . . . . . . . . . . . . . . . . . . . . . . . . .
7 Did you ask the taxpayer if any of these credits were disallowed or reduced in a previous year? . .
(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. REV 02/26/25 PRO Form 8867 (Rev. 11-2024)
Form 8867 (Rev. 11-2024) 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 children Yes No N/A
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.) . . . . . . . . . . . . . .
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? . . . . . . . . . . . . . . . . . . . . .
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)? . . . . . . . . . . . . . . . . . . . .
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? . . . . . . . . . . . . . . . . . .
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? . . . . . . . . . . . .
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? . . . . . . . . . . . . . . . . . . . . . . . . . .
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
REV 02/26/25 PRO Form 8867 (Rev. 11-2024)
 Department of Taxation and Finance

New York State E-File Signature Authorization for Tax Year 2024
For Forms IT-201, IT-201-X, IT-203, IT-203-X, IT-214, and NYC-210

Electronic return originator (ERO): Do not mail this form to the Tax Department. Keep it for your records.
Taxpayer’s name Spouse’s name ( jointly �led return only)
MARCO V ANGAMARCA ANGELICA M VELEZ YANZA
Purpose EROs must complete Part C prior to transmitting electronically
Form TR-579-IT must be completed to authorize an ERO to �led income tax returns (Forms IT-201, IT-201-X, IT-203, IT-203-X,
e-�le a personal income tax return and to transmit bank account IT-214, and NYC-210).
information for the electronic funds withdrawal. Both the paid preparer and the ERO are required to sign Part C.
However, an individual performing as both the paid preparer and
General instructions the ERO is only required to sign as the paid preparer. It is not
Taxpayers must complete Part B before the ERO transmits the necessary to include the ERO signature in this case. Note that an
taxpayer’s electronically �led Forms IT-201, Resident Income Tax alternative signature can be used as described in Publication 58,
Return, IT-201-X, Amended Resident Income Tax Return, IT-203, Information for Income Tax Return Preparers, available on our
Nonresident and Part-Year Resident Income Tax Return, IT-203-X, website.
Amended Nonresident and Part-Year Resident Income Tax Return, This form is not required for electronically �led Form IT-370,
IT-214, Claim for Real Property Tax Credit, and NYC-210, Claim Application for Automatic Six-Month Extension of Time to File
for New York City School Tax Credit. Note that an electronic for Individuals. See Form TR-579.1-IT, New York State Taxpayer
signature can be used as described in TSB-M-20(1)C, (2)I, E-File Authorization for Electronic Funds Withdrawal for Tax Year 2024
Authorizations (TR-579 forms) for Taxpayers Using a Paid Preparer Form IT-370 and Tax Year 2025 Form IT-2105.
for Electronically Filed Tax Returns.
For returns �led jointly, both spouses must complete and sign
Form TR-579-IT.

Part A – Tax return information

1 Federal adjusted gross income (from applicable line) ......................................................................................... 1. 21504.
2 Refund ............................................................................................................................................................. 2. 1844.
3 Amount you owe .............................................................................................................................................. 3.
4 Financial institution routing number ................................................................................................................. 4. 021000021
5 Financial institution account number ............................................................................................................... 5. 692635365
6 Account type: Personal checking Personal savings Business checking Business savings
Part B – Declaration of taxpayer and authorizations for Forms IT-201, IT-201-X, IT-203, IT-203-X, IT-214, and NYC-210
Under penalty of perjury, I declare that I have examined the IRS, together with this authorization, will serve as the electronic
information on my 2024 New York State electronic personal income signature for the return and any authorized payment transaction.
tax return, including any accompanying schedules, attachments, If I am paying my New York State personal income taxes due by
and statements, and certify that my electronic return is true, correct, electronic funds withdrawal, I certify that the account holder has
and complete. The ERO has my consent to send my 2024 New authorized the New York State Tax Department and its designated
York State electronic return to New York State through the Internal financial agents to initiate an electronic funds withdrawal from the
Revenue Service (IRS). In addition, by using a computer system financial institution account indicated on my 2024 electronic return,
and software to prepare and transmit my form electronically, I and authorized the �nancial institution to withdraw the amount from
consent to the disclosure to New York State of all information that account. As New York does not support International ACH
pertaining to the transmission of my tax form electronically. I Transactions (IAT), I attest the source for these funds is within
understand that by executing this Form TR-579-IT, I am authorizing the United States. I understand and agree that I may revoke this
the ERO to sign and �le this return on my behalf and agree that authorization for payment only by contacting the Tax Department no
the ERO’s submission of my personal income tax return to the later than two (2) business days prior to the payment date.
Taxpayer’s signature Date

Spouse’s signature (jointly �led return only) Date

Part C – Declaration of electronic return originator (ERO) and paid preparer

Under penalty of perjury, I declare that the information contained is identical to that contained in the paper copy of the return. If I am
in this 2024 New York State electronic personal income tax return the paid preparer, under penalty of perjury I declare that I have
is the information furnished to me by the taxpayer. If the taxpayer examined this 2024 New York State electronic personal income
furnished me a completed paper 2024 New York State return tax return, and, to the best of my knowledge and belief, the return
signed by a paid preparer, I declare that the information contained is true, correct, and complete. I have based this declaration on all
in the taxpayer’s 2024 New York State electronic return information available to me.
Do not mail Form TR-579-IT to the Tax Department:
EROs must keep this form for three years and present it to the Tax Department upon request.
ERO’s signature Print name Date
H&S ACCOUNTING & TAXATION SERVICES
Paid preparer’s signature Print name Date
JENNY J. SALINAS 03112025

TR-579-IT (9/24) www.tax.ny.gov

REV 03/04/25 PRO 3555
 REV 03/04/25 PRO

IT-201
Department of Taxation and Finance

Resident Income Tax Return

New York State • New York City • Yonkers • MCTMT
For the full year January 1, 2024, through December 31, 2024, or fiscal year beginning .... 24
and ending ....
For help completing your return, see the instructions, Form IT-201-I.
Your first name MI Your last name (for a joint return, enter spouse’s name on line below) Your date of birth (mmddyyyy) Your Social Security number

MARCO V ANGAMARCA 08271977 208961627

Spouse’s first name MI Spouse’s last name Spouse’s date of birth (mmddyyyy) Spouse’s Social Security number

NO HANDWRITTEN ENTRIES, OTHER THAN SIGNATURE, ON THIS FORM

ANGELICA M VELEZ YANZA 12241979 886473962
Mailing address (see instructions) (number and street or PO Box) Apartment number New York State county of residence

372 ATLANTIC ST SUFFOLK

City, village, or post office State ZIP code Country School district name
COPIAGUE NY 11726 UNITED STATES COPIAGUE
Taxpayer’s permanent home address (see instructions) (number and street or rural route) Apartment number
School district
code number ................ 130
City, village, or post office State ZIP code Taxpayer’s date of death (mmddyyyy) Spouse’s date of death (mmddyyyy)
Decedent
NY information

A Filing D1 Did you have a financial account located

 Single in a foreign country? ............................................ Yes No
status
(mark an Married filing joint return D2(1) Did you or your spouse maintain living
 (enter spouse’s Social Security number above) quarters in Yonkers for any part of 2024?.... Yes No
X in one
If Yes:
box): Married filing separate return
 (enter spouse’s Social Security number above) (2) Number of months you lived in Yonkers in 2024 ............

 Head of household (with qualifying person) (3) Number of months your spouse lived in Yonkers in 2024
If No:
 Qualifying surviving spouse
(4) Did you or your spouse work in Yonkers while
not living in Yonkers for any part of 2024 ........ Yes No
B Did you itemize your deductions on
your 2024 federal income tax return? ............. Yes No
E (1) Did you or your spouse maintain living quarters in
C Can you be claimed as a dependent NYC (this includes the Bronx, Brooklyn, Manhattan,
on another taxpayer’s federal return? ............ Yes No Queens, and Staten Island) during 2024? ........... Yes No
(2) Enter the number of days spent in NYC in 2024
(any part of a day spent in NYC is considered a day)..........

F NYC residents and NYC part-year residents only:

(1) Number of months you lived in NYC in 2024 .................

(2) Number of months your spouse lived in NYC in 2024 ......

G Enter your 2‑character special condition

H Dependent information code(s) if applicable ............................................

First name MI Last name Relationship Social Security number Date of birth (mmddyyyy)

MARCO VINICIO ANGAMARCA SON 090969149 02072007

If more than 7 dependents, mark an X in the box.

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208961627
Federal income and adjustments
Whole dollars only

1 Wages, salaries, tips, etc. ............................................................................................................ 1 21463 .00

2 Taxable interest income ............................................................................................................... 2 41 .00
3 Ordinary dividends ...................................................................................................................... 3 .00
4 Taxable refunds, credits, or offsets of state and local income taxes (also enter on line 25) ........... 4 .00
.00

NO HANDWRITTEN ENTRIES, OTHER THAN SIGNATURE, ON THIS FORM

5 Alimony received ......................................................................................................................... 5
6 Business income or loss (submit a copy of federal Schedule C, Form 1040) ...................................... 6 .00
7 Capital gain or loss (if required, submit a copy of federal Schedule D, Form 1040) .............................. 7 .00
8 Other gains or losses (submit a copy of federal Form 4797) ............................................................. 8 .00
9 Taxable amount of IRA distributions. If received as a beneficiary, mark an X in the box ... 9 .00
10 Taxable amount of pensions and annuities. If received as a beneficiary, mark an X in the box 10 .00
11 Rental real estate, royalties, partnerships, S corporations, trusts, etc. (submit copy of federal Schedule E, Form 1040) 11 .00

12 Rental real estate included in line 11 ............................... 12 .00

13 Farm income or loss (submit a copy of federal Schedule F, Form 1040) ........................................... 13 .00
14 Unemployment compensation ................................................................................................... 14 .00
15 Taxable amount of Social Security benefits (also enter on line 27) ............................................... 15 .00
16 Other income Identify: 16 .00
17 Add lines 1 through 11 and 13 through 16 .............................................................................. 17 21504 .00
18 Total federal adjustments to income Identify: 18 .00
19 Federal adjusted gross income (subtract line 18 from line 17) ....................................................... 19 21504 .00

New York additions

20 Interest income on state and local bonds and obligations (but not those of NYS or its local governments) 20 .00
21 Public employee 414(h) retirement contributions from your wage and tax statements ................... 21 .00
22 New York’s 529 college savings program distributions .............................................................. 22 .00
23 Other (Form IT-225, line 9) ............................................................................................................. 23 .00
24 Add lines 19 through 23 .............................................................................................................. 24 21504 .00

New York subtractions

25 Taxable refunds, credits, or offsets of state and local income taxes (from line 4) 25 .00
26 Pensions of NYS and local governments and the federal government 26 .00
27 Taxable amount of Social Security benefits (from line 15) ... 27 .00
28 Interest income on U.S. government bonds ...................... 28 .00
29 Pension and annuity income exclusion ............................. 29 .00
30 New York’s 529 college savings program deduction/earnings. 30 .00
31 Other (Form IT-225, line 18).................................................. 31 .00
32 Add lines 25 through 31 .............................................................................................................. 32 .00
33 New York adjusted gross income (subtract line 32 from line 24) .................................................. 33 21504 .00

Standard deduction or itemized deduction

34 Enter your standard deduction or your itemized deduction (from Form IT-196)
Mark an X in the appropriate box: Standard  - or - Itemized 34 25674 .00
35 Subtract line 34 from line 33 (if line 34 is more than line 33, leave blank) ......................................... 35 .00
36 Dependent exemptions (enter the number of dependents listed in item H) ......................................... 36 1 000.00
37 Taxable income (subtract line 36 from line 35) ............................................................................... 37 .00

201002243555
Name(s) as shown on page 1 Your Social Security number IT-201 (2024) Page 3 of 4
M ANGAMARCA AND A VELEZ YANZA 208961627 REV 03/04/25 PRO

Tax calculation, credits, and other taxes

38 Taxable income (from line 37 on page 2) ........................................................................................ 38 .00
39 NYS tax on line 38 amount .......................................................................................................... 39 0 .00
40 NYS household credit ......................................................... 40 80 .00
41 Resident credit ................................................................... 41 .00
.00

NO HANDWRITTEN ENTRIES, OTHER THAN SIGNATURE, ON THIS FORM

42 Other NYS nonrefundable credits (Form IT-201-ATT, line 7) .... 42
43 Add lines 40, 41, and 42 .............................................................................................................. 43 80 .00
44 Subtract line 43 from line 39 (if line 43 is more than line 39, leave blank) ........................................... 44 .00
45 Net other NYS taxes (Form IT-201-ATT, line 30) .............................................................................. 45 .00
46 Total New York State taxes (add lines 44 and 45) ......................................................................... 46 .00
New York City and Yonkers taxes, credits, and surcharges, and MCTMT

47 NYC taxable income.......................................................... 47 .00

47a NYC resident tax on line 47 amount ................................. 47a .00 See instructions to
calculate New York City and
48 NYC household credit ....................................................... 48 .00 Yonkers taxes, credits, and
49 Subtract line 48 from line 47a (if line 48 is more than surcharges.
  line 47a, leave blank) ......................................................... 49 .00
50 Part-year NYC resident tax (Form IT-360.1) ....................... 50 .00
51 Other NYC taxes (Form IT-201-ATT, line 34) ......................... 51 .00
52 Add lines 49, 50, and 51 ................................................... 52 .00
53 NYC nonrefundable credits (Form IT-201-ATT, line 10) ......... 53 .00
54 Subtract line 53 from line 52 (if line 53 is more than
  line 52, leave blank) .......................................................... 54 .00
54a MCTMT net earnings
  base for Zone 1... 54a .00
54b MCTMT net earnings
  base for Zone 2... 54b .00
54c MCTMT for Zone 1 ........................................................... 54c .00
54d MCTMT for Zone 2 ........................................................... 54d .00 See instructions to calculate
54e Total MCTMT (add lines 54c and 54d) ................................. 54e .00 the MCTMT for each zone.
55 Yonkers resident income tax surcharge ........................... 55 .00
56 Yonkers nonresident earnings tax (Form Y-203) ................ 56 .00
57 .Part-year Yonkers resident income tax surcharge (Form IT-360.1) 57 .00
58 Total New York City and Yonkers taxes / surcharges and MCTMT (add lines 54 and 54e through 57)... 58 .00

59 Sales or use tax (do not leave blank) .......................................................................................... 59 0 .00

60 Voluntary contributions (Form IT-227, Part 2, line 1) .................................................................... 60 .00

61 Total New York State, New York City, Yonkers, and sales or use taxes, MCTMT, and
  voluntary contributions (add lines 46, 58, 59, and 60) .............................................................. 61 .00

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Page 4 of 4 IT-201 (2024) REV 03/04/25 PRO Your Social Security number
208961627
62 Enter amount from line 61 ............................................................................................................ 62 .00
Payments and refundable credits
63 Empire State child credit ................................................... 63 .00
64 NYS/NYC child and dependent care credit ....................... 64 .00
65 NYS earned income credit (EIC) ................................ 65 1264 .00
66 NYS noncustodial parent EIC ........................................... 66 .00
67 Real property tax credit ..................................................... 67 .00
68 College tuition credit ......................................................... .00

NO HANDWRITTEN ENTRIES, OTHER THAN SIGNATURE, ON THIS FORM

68
69 NYC school tax credit (fixed amount) (also complete F on page 1) 69 .00
69a NYC school tax credit (rate reduction amount).................. 69a .00
70 NYC earned income credit ......................................... 70 .00
70a This line intentionally left blank ......................................... 70a
71 Other refundable credits (Form IT-201-ATT, line 18) ............. 71 .00 If applicable, complete Form(s) IT-2
72 Total New York State tax withheld .................................... 72 580 .00 and/or IT-1099-R and submit them
with your return.
73 Total New York City tax withheld ...................................... 73 .00
Do not send federal Form W-2
74 Total Yonkers tax withheld ................................................ 74 .00 with your return.
75 Total estimated tax payments and amount paid with Form IT-370 75 .00
76 Total payments (add lines 63 through 75) ...................................................................................... 76 1844 .00

Your refund, amount you owe, and account information

77 Amount overpaid (if line 76 is more than line 62, subtract line 62 from line 76) ................................. 77 1844 .00
78 Amount of line 77 available for refund (subtract line 79 from line 77) ........................................... 78 1844 .00
  TIP: Use this amount to check your refund status online.
78a Amount of line 78 that you want to deposit into a NYS 529 account (Form IT-195, line 4) (also submit Form IT-195) 78a .00
78b Total refund after NYS 529 account deposit (subtract line 78a from line 78) ................................... 78b 1844 .00
direct deposit to checking or paper
Mark one refund choice: savings account (fill in line 83) - or - check Refund? Direct deposit is the
easiest, fastest way to get your
79 Amount of line 77 that you want applied to your 2025 refund.
  estimated tax (see instructions) ........................................ 79 .00 See instructions for payment
80 Amount you owe (if line 76 is less than line 62, subtract line 76 from line 62). To pay by electronic options.
  funds withdrawal, mark an X in the box and fill in lines 83 and 84. If you pay by check
  or money order you must complete Form IT-201-V and mail it with your return. ................... 80 .00
81 Estimated tax penalty (include this amount in line 80 or
reduce the overpayment on line 77) ..................................... 81 .00 See instructions for the proper
82 Other penalties and interest .............................................. 82 .00 assembly of your return.
83 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.............
83a Account type: Personal checking - or - Personal savings - or - Business checking - or - Business savings

83b Routing number 021000021 83c Account number 692635365

84 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 Email:

▼ Paid preparer must complete ▼ Preparer’s NYTPRIN NYTPRIN

▼ Taxpayer(s) must sign here ▼
(see instructions) 12823702 excl. code
Preparer’s signature Preparer’s printed name Your signature
JENNY J. SALINAS JENNY J. SALINAS
Firm’s name (or yours, if self-employed) Preparer’s PTIN or SSN Your occupation
H&S ACCOUNTING & TAXATION SERVI P02266937 CARPENTER
Address Employer identification number Spouse’s signature and occupation (if joint return)
1713 5TH AVENUE SUITE J 872384207 CUSTOMER ASSISTANT
Date Date Daytime phone number
BAY SHORE NY 11706 03112025 (   )
Email: [email protected] Email:

See instructions for where to mail your return.

201004243555
 REV 03/04/25 PRO
Department of Taxation and Finance

New York Resident, Nonresident, and IT-196

Part-Year Resident Itemized Deductions
Submit this form with Form IT-201 or IT-203. See instructions for completing Form IT-196.
Name(s) as shown on your Form IT-201 or IT-203 Your Social Security number
M ANGAMARCA AND A VELEZ YANZA 208961627

Medical and dental expenses (see instructions)

Caution: Do not include expenses reimbursed or paid by others.
1 Medical and dental expenses ........................................... 1 .00
2 Enter amount from Form IT-201 or IT-203, line 19 ........... 2 .00
3 Multiply line 2 by 10% (0.10) ............................................. 3 .00
4 Subtract line 3 from line 1 (if line 3 is more than line 1, leave blank) ................................................. 4 .00

NO HANDWRITTEN ENTRIES ON THIS FORM

Taxes you paid (see instructions)

5 State and local (Mark an X in only one box)

a Income taxes - or - b General sales tax ... 5 666.00
6 State and local real estate taxes ....................................... 6 10300.00
7 State and local personal property taxes ............................ 7 .00
8 Other taxes. List type and amount
UNION TAXES 660 8 .00
9 Add lines 5 through 8 .................................................................................................................. 9 10966.00
Interest you paid (see instructions)

10 Home mortgage interest and points reported to you on

federal Form 1098 ......................................................... 10 15374.00
11 Home mortgage interest not reported to you on federal
Form 1098. If paid to the person from whom you
bought the home, show that person’s name, identifying
number, and address

11 .00
12 Points not reported to you on federal Form 1098 ............. 12 .00
13 Reserved ........................................................................... 13

14 Investment interest ............................................................ 14 .00

15 Add lines 10 through 14 .............................................................................................................. 15 15374.00
Gifts to charity (see instructions)

16 Gifts by cash or check ....................................................... 16 .00

16a Qualified contributions
included in line 16..... 16a .00
17 Other than by cash or check ............................................. 17 .00
18 Carryover from prior year .................................................. 18 .00
19 Add lines 16, 17, and 18 ............................................................................................................. 19 .00

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Page 2 of 3 IT-196 (2024) REV 03/04/25 PRO Your Social Security number
208961627

Casualty and theft losses

20 Casualty or theft loss(es) other than federal qualified disaster losses (see instructions) ............... 20 .00

Job expenses and certain miscellaneous deductions (see instructions)

21 Unreimbursed employee expenses – job travel,

union dues, etc. ............................................................. 21 .00
22 Job related education expenses ....................................... 22 .00
23 Tax preparation fees ......................................................... 23 .00
24 Other expenses – investment, safe deposit box, etc.
List type and amount
24 .00

NO HANDWRITTEN ENTRIES ON THIS FORM

25 Add lines 21 through 24 .................................................... 25 .00
26 Enter amount from Form IT-201 or IT-203, line 19 ............ 26 .00
27 Multiply line 26 by 2% (0.02) ............................................. 27 .00
28 Subtract line 27 from line 25 (if line 27 is more than line 25, leave blank) ......................................... 28 .00

Other itemized deductions

29 Gambling losses (see instructions) ...................................... 29 .00

30 Casualty and theft losses of income-producing property

(see instructions) .............................................................. 30 .00
31 Federal estate tax on income in respect of a decedent
(see instructions) .............................................................. 31 .00
32 Deduction for amortizable bond premiums (see instructions) . 32 .00
33 An ordinary loss attributable to a contingent payment
debt instrument or an inflation-indexed debt instrument 33 .00
34 Deduction for repayment of amounts under a claim of
right if over $3000 (see instructions) ................................ 34 .00
35 Certain unrecovered investments in a pension (see instructions) . 35 .00
36 Impairment-related work expenses of a disabled person
(see instructions) .............................................................. 36 .00
37 Federal qualified disaster loss (see instructions) ................. 37 .00

38 Other itemized deductions from partnerships (see instructions) 38 .00

39 Add lines 29 through 38 .............................................................................................................. 39 .00

Total itemized deductions (see instructions)

Is Form IT-201 or IT-203, line 19, over $198,100? (Mark an X in the appropriate box)
If No, your deduction is not limited. Add the amounts in the far right column for
lines 4 through 39 and enter the amount on line 40.
If Yes, your deduction may be limited. See the Line 40, Total itemized deductions worksheet, in the instructions to compute the
amount to enter on line 40.
40 .................................................................................................................................................... 40 26340 .00

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 REV 03/04/25 PRO Your Social Security number IT-196 (2024) Page 3 of 3
208961627

Adjustments (see instructions)

41 State, local, and foreign income taxes (or general sales tax, if applicable), and other
subtraction adjustments (see instructions) ................................................................................. 41 666.00
42 Subtract line 41 from line 40 (see instructions) .............................................................................. 42 25674.00
43 College tuition itemized deduction (Form IT-203 filers only, IT-201 filers leave blank and skip to line 44)
(Form IT-203-B, line 2; see instructions) ......................................................................................... 43 .00
44 Addition adjustments (see instructions) ......................................................................................... 44 .00
45 Add lines 42, 43, and 44 ............................................................................................................. 45 25674.00
46 Itemized deduction adjustment (see instructions) .......................................................................... 46 .00
47 Subtract line 46 from line 45 (see instructions) .............................................................................. 47 25674.00
48 College tuition itemized deduction (Form IT-201 filers only, IT-203 filers leave blank and skip to
line 49) (See Form IT-272, Claim for College Tuition Credit or Itemized Deduction) (see instructions) .... 48 .00
49 New York State itemized deduction (add lines 47 and 48; enter on Form IT-201, line 34 or

NO HANDWRITTEN ENTRIES ON THIS FORM

Form IT-203, line 33) (see instructions) .......................................................................................... 49 25674.00

196003243555
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