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2024 TaxReturn

The document is the 2024 U.S. Individual Income Tax Return Form 1040 for a taxpayer named Alphonso T. Stevens. It includes personal information, filing status, income details, deductions, tax calculations, and refund or payment information. The form outlines various sections for reporting income, adjustments, and credits, as well as instructions for filing and payment options.
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50% found this document useful (2 votes)
1K views39 pages

2024 TaxReturn

The document is the 2024 U.S. Individual Income Tax Return Form 1040 for a taxpayer named Alphonso T. Stevens. It includes personal information, filing status, income details, deductions, tax calculations, and refund or payment information. The form outlines various sections for reporting income, adjustments, and credits, as well as instructions for filing and payment options.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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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
alphonso t stevens 594 29 0286
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
4738 county road 2445 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
Higbee mo MO 65257 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
dependents,
see instructions
and check
here . .

Income 1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . 1a 4,195.
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 4,195.
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 8,390.
Attach Sch. B 2a Tax-exempt interest . . . 2a b Taxable interest . . . . . 2b 3,200.
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 11,590.
$29,200 10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10 296.
• Head of
household, 11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . 11 11,294.
$21,900
• If you checked
12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 14,600.
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 14,600.
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 . . . . . . . . . 23 913.
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . 24 913.
Payments 25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 96.
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 96.
If you have a 26 2024 estimated tax payments and amount applied from 2023 return . . . . . . . . . . 26 6,449.
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27 560.
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 . . 32 560.
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . 33 7,105.
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 6,192.
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . 35a 6,192.
Direct deposit? b Routing number 0 3 1 1 0 1 2 7 9 c Type: Checking Savings
See instructions.
d Account number 1 6 9 1 8 9 6 6 6 9 8 8
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 no. number (PIN)

Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
Joint return? Wendy's (see inst.) 0 1 0 2 9 3
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.)

Phone no. (660)353-4471 Email address


Preparer’s name Preparer’s signature Date PTIN Check if:
Paid Self-employed
Preparer
Firm’s name Self-Prepared Phone no.
Use Only
Firm’s address Firm’s EIN
Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 01/24/25 Intuit.cg.cfp.sp Form 1040 (2024)
SCHEDULE 1 OMB No. 1545-0074
Additional Income and Adjustments to Income
(Form 1040)
Department of the Treasury
Attach to Form 1040, 1040-SR, or 1040-NR. 2024
Attachment
Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
alphonso t stevens 594-29-0286
For 2024, enter the amount reported to you on Form(s) 1099-K that was included in error or for personal
items sold at a loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Note: The remaining amounts reported to you on Form(s) 1099-K should be reported elsewhere on your return depending on the
nature of the transaction. See www.irs.gov/1099k.
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . 1 0.
2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Date of original divorce or separation agreement (see instructions):
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . . . . . 3
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . 5
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income:
a Net operating loss . . . . . . . . . . . . . . . . . . . . 8a ( )
b Gambling . . . . . . . . . . . . . . . . . . . . . . . 8b
c Cancellation of debt . . . . . . . . . . . . . . . . . . . 8c
d Foreign earned income exclusion from Form 2555 . . . . . . . . . 8d ( )
e Income from Form 8853 . . . . . . . . . . . . . . . . . . 8e
f Income from Form 8889 . . . . . . . . . . . . . . . . . . 8f
g Alaska Permanent Fund dividends . . . . . . . . . . . . . . 8g
h Jury duty pay . . . . . . . . . . . . . . . . . . . . . 8h
i Prizes and awards . . . . . . . . . . . . . . . . . . . . 8i
j Activity not engaged in for profit income . . . . . . . . . . . . 8j
k Stock options . . . . . . . . . . . . . . . . . . . . . 8k
l Income from the rental of personal property if you engaged in the rental for
profit but were not in the business of renting such property . . . . . . 8l
m Olympic and Paralympic medals and USOC prize money (see instructions) . 8m
n Section 951(a) inclusion (see instructions) . . . . . . . . . . . . 8n
o Section 951A(a) inclusion (see instructions) . . . . . . . . . . . . 8o
p Section 461(l) excess business loss adjustment . . . . . . . . . . 8p
q Taxable distributions from an ABLE account (see instructions) . . . . . 8q
r Scholarship and fellowship grants not reported on Form W-2 . . . . . . 8r
s Nontaxable amount of Medicaid waiver payments included on Form 1040, line
1a or 1d . . . . . . . . . . . . . . . . . . . . . . . 8s ( )
t Pension or annuity from a nonqualifed deferred compensation plan or a
nongovernmental section 457 plan . . . . . . . . . . . . . . 8t
u Wages earned while incarcerated . . . . . . . . . . . . . . . 8u
v Digital assets received as ordinary income not reported elsewhere. See
instructions . . . . . . . . . . . . . . . . . . . . . . 8v
z Other income. List type and amount:
8z
9 Total other income. Add lines 8a through 8z . . . . . . . . . . . . . . . . . . . 9
10 Combine lines 1 through 7 and 9. This is your additional income. Enter here and on Form 1040,
1040-SR, or 1040-NR, line 8 . . . . . . . . . . . . . . . . . . . . . . . . 10 0.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2024
Schedule 1 (Form 1040) 2024 Page 2
Part II Adjustments to Income
11 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach
Form 2106 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . . . . . 13
14 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . . . . . . 14
15 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . 15 296.
16 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . 16
17 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . 17
18 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . 18
19a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19a
b Recipient’s SSN . . . . . . . . . . . . . . . . . . . . . .
c Date of original divorce or separation agreement (see instructions):
20 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . 21
22 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . . . 22
23 Archer MSA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . 23
24 Other adjustments:
a Jury duty pay (see instructions) . . . . . . . . . . . . . . . 24a
b Deductible expenses related to income reported on line 8l from the rental of
personal property engaged in for profit . . . . . . . . . . . . . 24b
c Nontaxable amount of the value of Olympic and Paralympic medals and USOC
prize money reported on line 8m . . . . . . . . . . . . . . . 24c
d Reforestation amortization and expenses . . . . . . . . . . . . 24d
e Repayment of supplemental unemployment benefits under the Trade Act of
1974 . . . . . . . . . . . . . . . . . . . . . . . . 24e
f Contributions to section 501(c)(18)(D) pension plans . . . . . . . . . 24f
g Contributions by certain chaplains to section 403(b) plans . . . . . . . 24g
h Attorney fees and court costs for actions involving certain unlawful
discrimination claims (see instructions) . . . . . . . . . . . . . 24h
i Attorney fees and court costs you paid in connection with an award from the
IRS for information you provided that helped the IRS detect tax law violations 24i
j Housing deduction from Form 2555 . . . . . . . . . . . . . . 24j
k Excess deductions of section 67(e) expenses from Schedule K-1 (Form 1041) 24k
z Other adjustments. List type and amount:
24z
25 Total other adjustments. Add lines 24a through 24z . . . . . . . . . . . . . . . . . 25
26 Add lines 11 through 23 and 25. These are your adjustments to income. Enter here and on Form
1040, 1040-SR, or 1040-NR, line 10 . . . . . . . . . . . . . . . . . . . . . . 26 296.
BAA REV 01/24/25 Intuit.cg.cfp.sp Schedule 1 (Form 1040) 2024
SCHEDULE 2 OMB No. 1545-0074
Additional Taxes
(Form 1040)
Department of the Treasury
Attach to Form 1040, 1040-SR, or 1040-NR. 2024
Attachment
Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 02
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
alphonso t stevens 594-29-0286
Part I Tax
1 Additions to tax:

a Excess advance premium tax credit repayment. Attach Form 8962 . . . . 1a

b Repayment of new clean vehicle credit(s) transferred to a registered dealer


from Schedule A (Form 8936), Part II. Attach Form 8936 and Schedule A (Form
8936) . . . . . . . . . . . . . . . . . . . . . . . . 1b

c Repayment of previously owned clean vehicle credit(s) transferred to a


registered dealer from Schedule A (Form 8936), Part IV. Attach Form 8936 and
Schedule A (Form 8936) . . . . . . . . . . . . . . . . . . 1c

d Recapture of net EPE from Form 4255, line 2a, column (l) . . . . . . . 1d

e Excessive payments (EP) from Form 4255. Check applicable box and enter
amount.
(i) Line 1a, column (n) (ii) Line 1c, column (n)
(iii) Line 1d, column (n) (iv) Line 2a, column (n) . . . . 1e

f 20% EP from Form 4255. Check applicable box and enter amount. See
instructions.
(i) Line 1a, column (o) (ii) Line 1c, column (o)
(iii) Line 1d, column (o) (iv) Line 2a, column (o) . . . . 1f

y Other additions to tax (see instructions): 1y

z Add lines 1a through 1y . . . . . . . . . . . . . . . . . . . . . . . . . . 1z

2 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . . . . 2


3 Add lines 1z and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . . . . . . 3
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . 4 592.
5 Social security and Medicare tax on unreported tip income. Attach Form 4137 5 321.
6 Uncollected social security and Medicare tax on wages. Attach Form 8919 . 6

7 Total additional social security and Medicare tax. Add lines 5 and 6 . . . . . . . . . . . 7 321.
8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required.
If not required, check here . . . . . . . . . . . . . . . . . . . . . . . . 8

9 Household employment taxes. Attach Schedule H . . . . . . . . . . . . . . . . . 9

10 Repayment of first-time homebuyer credit. Attach Form 5405 if required . . . . . . . . . . 10

11 Additional Medicare Tax. Attach Form 8959 . . . . . . . . . . . . . . . . . . . 11

12 Net investment income tax. Attach Form 8960 . . . . . . . . . . . . . . . . . . 12

13 Uncollected social security and Medicare or RRTA tax on tips or group-term life insurance from Form
W-2, box 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

14 Interest on tax due on installment income from the sale of certain residential lots and timeshares . . 14

15 Interest on the deferred tax on gain from certain installment sales with a sales price over $150,000 . 15
16 Recapture of low-income housing credit. Attach Form 8611 . . . . . . . . . . . . . . 16
(continued on page 2)
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 2 (Form 1040) 2024
Schedule 2 (Form 1040) 2024 Page 2
Part II Other Taxes (continued)
17 Other additional taxes:

a Recapture of other credits. List type, form number, and amount:


17a

b Recapture of federal mortgage subsidy, if you sold your home see instructions 17b

c Additional tax on HSA distributions. Attach Form 8889 . . . . . . . . 17c

d Additional tax on an HSA because you didn’t remain an eligible individual.


Attach Form 8889 . . . . . . . . . . . . . . . . . . . . 17d

e Additional tax on Archer MSA distributions. Attach Form 8853 . . . . . 17e

f Additional tax on Medicare Advantage MSA distributions. Attach Form 8853 17f

g Recapture of a charitable contribution deduction related to a fractional interest


in tangible personal property . . . . . . . . . . . . . . . . 17g

h Income you received from a nonqualified deferred compensation plan that fails
to meet the requirements of section 409A . . . . . . . . . . . . 17h

i Compensation you received from a nonqualified deferred compensation plan


described in section 457A . . . . . . . . . . . . . . . . . 17i

j Section 72(m)(5) excess benefits tax . . . . . . . . . . . . . . 17j

k Golden parachute payments . . . . . . . . . . . . . . . . 17k

l Tax on accumulation distribution of trusts . . . . . . . . . . . . 17l

m Excise tax on insider stock compensation from an expatriated corporation . 17m

n Look-back interest under section 167(g) or 460(b) from Form 8697 or 8866 . 17n

o Tax on non-effectively connected income for any part of the year you were a
nonresident alien from Form 1040-NR . . . . . . . . . . . . . 17o

p Any interest from Form 8621, line 16f, relating to distributions from, and
dispositions of, stock of a section 1291 fund . . . . . . . . . . . 17p

q Any interest from Form 8621, line 24 . . . . . . . . . . . . . . 17q

z Any other taxes. List type and amount:


17z

18 Total additional taxes. Add lines 17a through 17z . . . . . . . . . . . . . . . . . . 18

19 Recapture of net EPE from Form 4255, line 1d, column (l) . . . . . . . . . . . . . . . 19

20 Section 965 net tax liability installment from Form 965-A . . . . . . . 20

21 Add lines 4, 7 through 16, 18, and 19. These are your total other taxes. Enter here and on Form 1040
or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . . . . . . . . . . . . 21 913.
BAA REV 01/24/25 Intuit.cg.cfp.sp Schedule 2 (Form 1040) 2024
SCHEDULE B OMB No. 1545-0074
(Form 1040) Interest and Ordinary Dividends
Department of the Treasury Attach to Form 1040 or 1040-SR. 2024
Attachment
Internal Revenue Service Go to www.irs.gov/ScheduleB for instructions and the latest information. Sequence No. 08
Name(s) shown on return Your social security number
alphonso t stevens 594-29-0286
Amount
Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the
buyer used the property as a personal residence, see the instructions and list this
Interest interest first. Also, show that buyer’s social security number and address:
(See instructions Alphonso Terrell Stevens 3,200.
and the
Instructions for
Form 1040,
line 2b.)
Note: If you
received a
Form 1099-INT, 1
Form 1099-OID,
or substitute
statement from
a brokerage firm,
list the firm’s
name as the
payer and enter
the total interest
shown on that
form.
2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . 2 3,200.
3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.
Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . 3
4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b 4 3,200.
Note: If line 4 is over $1,500, you must complete Part III. Amount
Part II 5 List name of payer:

Ordinary
Dividends
(See instructions
and the
Instructions for
Form 1040,
line 3b.) 5
Note: If you
received a
Form 1099-DIV
or substitute
statement from
a brokerage firm,
list the firm’s
name as the
payer and enter
the ordinary
dividends shown 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b 6
on that form. Note: If line 6 is over $1,500, you must complete Part III.
Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign
account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.
Foreign
Accounts Yes No
and Trusts 7a At any time during 2024, did you have a financial interest in or signature authority over a financial
Caution: If account (such as a bank account, securities account, or brokerage account) located in a foreign
required, failure to country? See instructions . . . . . . . . . . . . . . . . . . . . . . . .
file FinCEN Form
114 may result in If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and Financial
substantial Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114
penalties. and its instructions for filing requirements and exceptions to those requirements . . . . . .
Additionally, you
may be required b If you are required to file FinCEN Form 114, list the name(s) of the foreign country(-ies) where the
to file Form 8938, financial account(s) is (are) located: OC Other Country
Statement of
Specified Foreign
Financial Assets. 8 During 2024, did you receive a distribution from, or were you the grantor of, or transferor to, a
See instructions. foreign trust? If “Yes,” you may have to file Form 3520. See instructions . . . . . . . . .
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 01/24/25 Intuit.cg.cfp.sp Schedule B (Form 1040) 2024
SCHEDULE SE OMB No. 1545-0074
(Form 1040) Self-Employment Tax
Department of the Treasury Attach to Form 1040, 1040-SR, 1040-SS, or 1040-NR.
2024
Attachment
Internal Revenue Service Go to www.irs.gov/ScheduleSE for instructions and the latest information. Sequence No. 17
Name of person with self-employment income (as shown on Form 1040, 1040-SR, 1040-SS, or 1040-NR) Social security number of person
alphonso t stevens with self-employment income 594-29-0286
Part I Self-Employment Tax
Note: If your only income subject to self-employment tax is church employee income, see instructions for how to report your income
and the definition of church employee income.
A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had
$400 or more of other net earnings from self-employment, check here and continue with Part I . . . . . . . . .
Skip lines 1a and 1b if you use the farm optional method in Part II. See instructions.
1a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065),
box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a
b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code AQ 1b ( )
Skip line 2 if you use the nonfarm optional method in Part II. See instructions.
2 Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than
farming). See instructions for other income to report or if you are a minister or member of a religious order 2 4,195.
3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . 3 4,195.
4a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 . 4a 3,874.
Note: If line 4a is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions.
b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here . . . . . 4b
c Combine lines 4a and 4b. If less than $400, stop; you don’t owe self-employment tax. Exception: If
less than $400 and you had church employee income, enter -0- and continue . . . . . . . . 4c 3,874.
5a Enter your church employee income from Form W-2. See instructions for
definition of church employee income . . . . . . . . . . . . . 5a
b Multiply line 5a by 92.35% (0.9235). If less than $100, enter -0- . . . . . . . . . . . . . 5b 0.
6 Add lines 4c and 5b . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 3,874.
7 Maximum amount of combined wages and self-employment earnings subject to social security tax or
the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2024 . . . . . . . . . . . 7 168,600
8a Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2)
and railroad retirement (tier 1) compensation. If $168,600 or more, skip lines
8b through 10, and go to line 11 . . . . . . . . . . . . . . . 8a 8,390.
b Unreported tips subject to social security tax from Form 4137, line 10 . . . 8b 4,195.
c Wages subject to social security tax from Form 8919, line 10 . . . . . . 8c
d Add lines 8a, 8b, and 8c . . . . . . . . . . . . . . . . . . . . . . . . . . 8d 12,585.
9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 . . . . 9 156,015.
10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) . . . . . . . . . . . . . . . . 10 480.
11 Multiply line 6 by 2.9% (0.029) . . . . . . . . . . . . . . . . . . . . . . . . 11 112.
12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040), line 4, or
Form 1040-SS, Part I, line 3 . . . . . . . . . . . . . . . . . . . . . . . . 12 592.
13 Deduction for one-half of self-employment tax.
Multiply line 12 by 50% (0.50). Enter here and on Schedule 1 (Form 1040),
line 15 . . . . . . . . . . . . . . . . . . . . . . . . 13 296.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2024
Schedule SE (Form 1040) 2024 Page 2
Part II Optional Methods To Figure Net Earnings (see instructions)
Farm Optional Method. You may use this method only if (a) your gross farm income1 wasn’t more than
$10,380, or (b) your net farm profits2 were less than $7,493.
14 Maximum income for optional methods . . . . . . . . . . . . . . . . . . . . . 14 6,920
15 Enter the smaller of: two-thirds (2/3) of gross farm income1 (not less than zero) or $6,920. Also, include
this amount on line 4b above . . . . . . . . . . . . . . . . . . . . . . . . 15
Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits3 were less than $7,493
and also less than 72.189% of your gross nonfarm income,4 and (b) you had net earnings from self-employment
of at least $400 in 2 of the prior 3 years. Caution: You may use this method no more than five times.
16 Subtract line 15 from line 14 . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income4 (not less than zero) or the amount on
line 16. Also, include this amount on line 4b above . . . . . . . . . . . . . . . . . 17
1 3
From Sch. F, line 9; and Sch. K-1 (Form 1065), box 14, code B. From Sch. C, line 31; and Sch. K-1 (Form 1065), box 14, code A.
2 4
From Sch. F, line 34; and Sch. K-1 (Form 1065), box 14, code A—minus the amount From Sch. C, line 7; and Sch. K-1 (Form 1065), box 14, code C.
you would have entered on line 1b had you not used the optional method.

BAA REV 01/24/25 Intuit.cg.cfp.sp Schedule SE (Form 1040) 2024


Form 2441 Child and Dependent Care Expenses
OMB No. 1545-0074

2024
Department of the Treasury
Attach to Form 1040, 1040-SR, or 1040-NR.
Attachment
Internal Revenue Service Go to www.irs.gov/Form2441 for instructions and the latest information. Sequence No. 21
Name(s) shown on return Your social security number
alphonso t stevens 594-29-0286
A You can’t claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the
requirements listed in the instructions under Married Persons Filing Separately. If you meet these requirements, check this box . .
B If you or your spouse was a student or was disabled during 2024 and you’re entering deemed income of $250 or $500 a month on
Form 2441 based on the income rules listed in the instructions under If You or Your Spouse Was a Student or Disabled, check this box .
Part I Persons or Organizations Who Provided the Care—You must complete this part.
If you have more than three care providers, see the instructions and check this box . . . . . . . .
(d) Was the care provider your
household employee in 2024?
1 (a) Care provider’s (b) Address (c) Identifying number
For example, this generally includes
(e) Amount paid
name (number, street, apt. no., city, state, and ZIP code) (SSN or EIN) (see instructions)
nannies but not daycare centers.
(see instructions)

See W-2
Yes No
WENDYS OF MISSOURI INC 0.
Yes No

Yes No

Did you receive No Complete only Part II below.


dependent care benefits?
Yes Complete Part III on page 2 next.

Caution: If the care provider is your household employee, you may owe employment taxes. For details, see the Instructions for
Schedule H (Form 1040). If you incurred care expenses in 2024 but didn’t pay them until 2025, or if you prepaid in 2024 for care to be
provided in 2025, don’t include these expenses in column (d) of line 2 for 2024. See the instructions.
Part II Credit for Child and Dependent Care Expenses
2 Information about your qualifying person(s). If you have more than three qualifying persons, see the instructions and check this box
(c) Check here if the (d) Qualified expenses
(a) Qualifying person’s name (b) Qualifying person’s qualifying person was over you incurred and paid
social security number age 12 and was disabled. in 2024 for the person
First Last (see instructions) listed in column (a)

3 Add the amounts in column (d) of line 2. Don’t enter more than $3,000 if you had one qualifying person
or $6,000 if you had two or more persons. If you completed Part III, enter the amount from line 31 . 3
4 Enter your earned income. See instructions . . . . . . . . . . . . . . . . . 4
5 If married filing jointly, enter your spouse’s earned income (if you or your spouse was a student
or was disabled, see the instructions); all others, enter the amount from line 4 . . . . . . 5 0.
6 Enter the smallest of line 3, 4, or 5 . . . . . . . . . . . . . . . . . . . . 6
7 Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 11 . . . 7
8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7.
If line 7 is: If line 7 is: If line 7 is:
But not Decimal But not Decimal But not Decimal
Over over amount is Over over amount is Over over amount is
$0—15,000 .35 $25,000—27,000 .29 $37,000—39,000 .23
15,000—17,000 .34 27,000—29,000 .28 39,000—41,000 .22
8 X
17,000—19,000 .33 29,000—31,000 .27 41,000—43,000 .21
19,000—21,000 .32 31,000—33,000 .26 43,000—No limit .20
21,000—23,000 .31 33,000—35,000 .25
23,000—25,000 .30 35,000—37,000 .24
9a Multiply line 6 by the decimal amount on line 8 . . . . . . . . . . . . . . . . 9a
b If you paid 2023 expenses in 2024, complete Worksheet A in the instructions. Enter the amount
from line 13 of the worksheet here. Otherwise, enter -0- on line 9b and go to line 9c . . . . 9b
c Add lines 9a and 9b and enter the result . . . . . . . . . . . . . . . . . . 9c
10 Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions 10
11 Credit for child and dependent care expenses. Enter the smaller of line 9c or line 10 here and
on Schedule 3 (Form 1040), line 2 . . . . . . . . . . . . . . . . . . . . . 11
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11862M Form 2441 (2024)
Form 2441 (2024) Page 2
Part III Dependent Care Benefits
12 Enter the total amount of dependent care benefits you received in 2024. Amounts you received
as an employee should be shown in box 10 of your Form(s) W-2. Don’t include amounts
reported as wages in box 1 of Form(s) W-2. If you were self-employed or a partner, include
amounts you received under a dependent care assistance program from your sole proprietorship
or partnership . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 4,195.
13 Enter the amount, if any, you carried over from 2023 and used in 2024 during the grace period.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 If you forfeited or carried over to 2025 any of the amounts reported on line 12 or 13, enter the
amount. See instructions . . . . . . . . . . . . . . . . . . . . . . . . 14 ( 0. )
15 Combine lines 12 through 14. See instructions . . . . . . . . . . . . . . . . 15 4,195.
16 Enter the total amount of qualified expenses incurred in 2024 for
the care of the qualifying person(s) . . . . . . . . . . 16 4,195.
17 Enter the smaller of line 15 or 16 . . . . . . . . . . . 17 4,195.
18 Enter your earned income. See instructions . . . . . . . 18 8,094.

}
19 Enter the amount shown below that applies to you.
• If married filing jointly, enter your spouse’s
earned income (if you or your spouse was a
student or was disabled, see the
instructions for line 5). . . . . . 19 8,094.
• If married filing separately, see instructions.
• All others, enter the amount from line 18.
20 Enter the smallest of line 17, 18, or 19 . . . . . . . . . 20 4,195.
21 Enter $5,000 ($2,500 if married filing separately and you were
required to enter your spouse’s earned income on line 19).
However, don’t enter more than the maximum amount allowed
under your dependent care plan. See instructions . . . . . 21 5,000.
22 Is any amount on line 12 or 13 from your sole proprietorship or partnership?
No. Enter -0-.
Yes. Enter the amount here . . . . . . . . . . . . . . . . . . . . . . 22 0.
23 Subtract line 22 from line 15 . . . . . . . . . . . . 23 4,195.
24 Deductible benefits. Enter the smallest of line 20, 21, or 22. Also, include this amount on the
appropriate line(s) of your return. See instructions . . . . . . . . . . . . . . . 24 0.
25 Excluded benefits. If you checked “No” on line 22, enter the smaller of line 20 or line 21.
Otherwise, subtract line 24 from the smaller of line 20 or line 21. If zero or less, enter -0- . . 25 4,195.
26 Taxable benefits. Subtract line 25 from line 23. If zero or less, enter -0-. Also, enter this amount
on Form 1040, 1040-SR, or 1040-NR, line 1e . . . . . . . . . . . . . . . . . 26 0.
To claim the child and dependent care credit,
complete lines 27 through 31 below.
27 Enter $3,000 ($6,000 if two or more qualifying persons) . . . . . . . . . . . . . . 27
28 Add lines 24 and 25 . . . . . . . . . . . . . . . . . . . . . . . . . 28 4,195.
29 Subtract line 28 from line 27. If zero or less, stop. You can’t take the credit. Exception. If you
paid 2023 expenses in 2024, see the instructions for line 9b . . . . . . . . . . . . 29 -4,195.
30 Complete line 2 on page 1 of this form. Don’t include in column (d) any benefits shown on line
28 above. Then, add the amounts in column (d) and enter the total here . . . . . . . . 30
31 Enter the smaller of line 29 or 30. Also, enter this amount on line 3 on page 1 of this form and
complete lines 4 through 11 . . . . . . . . . . . . . . . . . . . . . . . 31
BAA REV 01/24/25 Intuit.cg.cfp.sp Form 2441 (2024)
Form 4137 Social Security and Medicare Tax
on Unreported Tip Income
OMB No. 1545-0074

Attach to your tax return.


2024
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form4137 for the latest information. Sequence No. 24
Name of person who received tips. If married, complete a separate Form 4137 for each spouse with unreported tips. Social security number
alphonso t stevens 594-29-0286
1 (a) Name of employer to whom you were required to (b) Employer (c) Total cash and (d) Total cash and
but didn’t report all your tips (see instructions) identification number charge tips you received charge tips you reported
(see instructions) (including unreported tips) to your employer
(see instructions)

A WENDYS OF MISSOURI INC 43-1112915 8,390. 4,195.

E
2 Total cash and charge tips you received in 2024. Add the amounts from line 1,
column (c) . . . . . . . . . . . . . . . . . . . . . . 2 8,390.
3 Total cash and charge tips you reported to your employer(s) in 2024. Add the amounts from line 1,
column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4,195.
4 Subtract line 3 from line 2. Include as income on Form 1040, 1040-SR, or 1040-NR, line 1c. (See
Allocated tips in the instructions.) . . . . . . . . . . . . . . . . . . . . . . . 4 4,195.
5 Cash and charge tips you received but didn’t report to your employer because the total was less than
$20 in a calendar month (see instructions) . . . . . . . . . . . . . . . . . . . . 5
6 Unreported tips subject to Medicare tax. Subtract line 5 from line 4 . . . . . . . . . . . . 6 4,195.
7 Maximum amount of wages (including tips) subject to social security tax . . 7 168,600
8 Total social security wages and social security tips (total of your Form(s) W-2,
boxes 3 and 7) and railroad retirement (RRTA) compensation (subject to 6.2%
rate) (see instructions) . . . . . . . . . . . . . . . . . . . 8 8,390.
9 Subtract line 8 from line 7. If line 8 is more than line 7, enter -0- . . . . . . . . . . . . . 9 160,210.
10 Unreported tips subject to social security tax. Enter the smaller of line 6 or line 9. If you received tips
as a federal, state, or local government employee, see instructions . . . . . . . . . . . 0. 10 4,195.
11 Multiply line 10 by 0.062 (social security tax rate) . . . . . . . . . . . . . . . . . . 11 260.
12 Multiply line 6 by 0.0145 (Medicare tax rate) . . . . . . . . . . . . . . . . . . . 12 61.
13 Add lines 11 and 12. Include as tax on Schedule 2 (Form 1040), line 5, or Form 1040-SS, Part I, line 6.
(See instructions there.) . . . . . . . . . . . . . . . . . . . . . . . . . . 13 321.

General Instructions Purpose of form. Use Form 4137 only to figure the social
security and Medicare tax owed on tips you didn’t report to your
Future Developments employer, including any allocated tips shown on your Form(s)
For the latest information about developments related to Form W-2 that you must report as income. You must also report the
4137 and its instructions, such as legislation enacted after they income on Form 1040, 1040-SR, or 1040-NR, line 1c. By filing
were published, go to www.irs.gov/Form4137. this form, your social security and Medicare tips will be credited
to your social security record (used to figure your benefits).
What’s New Don’t use Form 4137 as a substitute Form W-2.
For 2024, the maximum wages and tips subject to social If you believe you’re an employee and you received
security tax increases to $168,600. The social security tax rate
an employee must pay on tips remains at 6.2%. ▲
! Form 1099-MISC, Miscellaneous Information, or Form
1099-NEC, Nonemployee Compensation, instead of
CAUTION Form W-2, Wage and Tax Statement, because your
Reminder employer didn’t consider you an employee, don’t use this form
A 0.9% Additional Medicare Tax applies to Medicare wages, to report the social security and Medicare tax on that income.
Railroad Retirement Tax Act (RRTA) compensation, and self- Instead, use Form 8919, Uncollected Social Security and
employment income over a threshold amount based on your Medicare Tax on Wages.
filing status. Use Form 8959, Additional Medicare Tax, to figure Who must file. You must file Form 4137 if you received cash
this tax. See the Instructions for Form 8959 for more information and charge tips of $20 or more in a calendar month and didn’t
on the Additional Medicare Tax. report all of those tips to your employer. You must also file Form
4137 if your Form(s) W-2, box 8, shows allocated tips that you
must report as income.

For Paperwork Reduction Act Notice, see your tax return instructions. REV 01/24/25 Intuit.cg.cfp.sp Form 4137 (2024)
BAA
DO NOT FILE

FORM NOT FINAL C

REV 01/27/25 INTUIT.CG.CFP.SP


1555

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85ÿA 96ÿA B6ÿA ÿA
594 29 0286 STEV
>& 52?5ÿ> #4')ÿ>2#4%ÿ;!(2 ;'!2ÿ3 )
ÿ 9 8400.  00
12ÿ45ÿ!ÿ"4ÿ#2#$ÿÿ! 2%ÿ62ÿ&'%'()2ÿÿ2ÿ*4554ÿ+2&'!2ÿÿ
12322ÿ,-ÿ. /ÿ0001ÿ2225ÿ34%1ÿ*-ÿ408 0 000ÿ5ÿ%ÿ&'%ÿ(%ÿ#2#$1ÿ%ÿ
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(2ÿ&25226ÿ'8'4ÿ2)2#4#'))%

DO NOT FILE
STEVENS, ALPHONSO T
>& 52?5ÿ;'!2ÿ0<'51ÿ=451ÿ544') CDEFDÿ
766255ÿ0;!(2ÿ'6ÿ>221ÿ34%1ÿ>'21ÿ'6ÿ@5,ÿ3 62 GHDÿIJK
4738 COUNTY ROAD 2445 HIGBEE MO MO 65257 01234526ÿ899 9

250 555 000000 5942902866 192005223 0000000000 25 000840000 0


DO NOT FILE

FORM NOT FINAL C

REV 01/27/25 INTUIT.CG.CFP.SP


1555

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> #4')ÿ>2#4%ÿ;!(2 ;'!2ÿ3 )
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(2ÿ&25226ÿ'8'4ÿ2)2#4#'))%

DO NOT FILE
STEVENS, ALPHONSO T
>& 52?5ÿ;'!2ÿ0<'51ÿ=451ÿ544') CDEFDÿ
766255ÿ0;!(2ÿ'6ÿ>221ÿ34%1ÿ>'21ÿ'6ÿ@5,ÿ3 62 GHDÿIJK
4738 COUNTY ROAD 2445 HIGBEE MO MO 65257 01234526ÿ899 9

250 555 000000 5942902866 192005223 0000000000 25 000280000 8


Form
MO-1040 2024 Individual Income
Tax Return - Long Form

For Calendar Year January 1 - December 31, 2024


Print in BLACK ink only and DO NOT STAPLE.

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

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

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

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

1555
Filing Status

Single Claimed as a Married Filing Married Filing Head of Qualifying


Dependent Combined Separately Household Widow(er)

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

Yourself Spouse Yourself Spouse Yourself Spouse Yourself Spouse Yourself Spouse

Deceased Deceased
Social Security Number in 2024 Spouse’s Social Security Number in 2024

594 - 29 - 0286 - -
First Name M.I. Last Name Suffix
Name

ALPHONSO T STEVENS
Spouse’s First Name M.I. Spouse’s Last Name Suffix

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

Present Address (Include Apartment Number or Rural Route)

4738 COUNTY ROAD 2445


Address

City, Town, or Post Office State ZIP Code


_
HIGBEE MO MO 65257
County of Residence

RAND

You may contribute to any one or all of the trust funds on Line 51. See pages 11-12 of the instructions for more trust fund information.
Kansas
Workers LEAD General City
Revenue Regional
Law Soldiers
Elderly Home Missouri Workers’ Childhood Missouri Military General Enforcement
Children’s Veterans Delivered Meals National Guard Memorial Lead Testing Family Relief Organ Donor Memorial
Missouri Medal Revenue Program Fund Memorial Military Museum
of Honor Fund Trust Fund Trust Fund Trust Fund Trust Fund Fund Fund Fund Fund Foundation Fund in St. Louis Fund

REV 01/27/25 INTUIT.CG.CFP.SP

IN
24322011555 MO-1040 Page 1

1
Yourself (Y) Spouse (S)
1. Federal adjusted gross income from federal return
(see worksheet on page 7 of the instructions) . . . . . . . . . . . . . 1Y 11294 . 00 1S . 00

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

3. Total income - Add Lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . 3Y 11294 . 00 3S . 00


Income

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

5. Missouri adjusted gross income - Subtract Line 4 from Line 3 . 5Y 11294 . 00 5S . 00

6. Total Missouri adjusted gross income - Add columns 5Y and 5S . . . . . . . . . . . 6 11294 . 00

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


Line 6. (Must equal 100%) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Y 100 % 7S %
8. Pension, Social Security and Social Security Disability exemption (from Form MO‑A, Part 3,
Section D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 . 00

9. Tax from federal return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 0 . 00

10. Other tax from federal return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 . 00

11. Total tax from federal return. Do not enter federal income tax withheld. 11 0 . 00

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


Missouri Adjusted Gross Income, Line 6. Use the chart below to
find your percentage . . . . . . . . . . . . . . . . . . . . . . . . 12 35.00 %

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


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

24322021555
$100,001 to $125,000............................................................... 5%
$125,001 or more...................................................................... 0%

13. Federal income tax deduction – Multiply Line 11 by the percentage on Line 12. Enter this
amount not to exceed $5,000 for an individual or $10,000 for combined filers. . . . . . . . . . . . . . . 13 0. 00
14. Missouri standard deduction or itemized deductions. (If itemizing, See Form MO-A, Part 2)
• Single or Married Filing Separate-$14,600 • Head of Household-$21,900
• Married Filing Combined or Qualifying Widow(er)-$29,200 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 14600 . 00

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

16. Long-term care insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 3200 . 00

17. Health care sharing ministry deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 . 00

18. Active Duty Military income deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 . 00

19. Inactive Duty Military income deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 . 00

20. Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 . 00

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

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


$ Leased $ Shared $
IN
. 00 . 00 . 00 REV 01/27/25 INTUIT.CG.CFP.SP
2 MO-1040 Page 2
22. First time home buyers deduction. A. 800 B. 4195 22 4995 . 00

23. Long term dignity savings account deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 . 00


Deductions Continued

24. Foster parent tax deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 . 00

25. Total deductions - Add Lines 8 and 13 through 24 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 22795 . 00

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

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


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

28. Enterprise zone or rural empowerment zone income


modification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Y . 00 28S . 00

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

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

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


income tax return(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Y 0 . 00 31S . 00

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


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

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


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

34. Other taxes - Select box and attach federal form indicated.
24322031555
Lump sum distribution (Form 4972)

Recapture of low income housing credit (Form 8611) 34Y 11000 . 00 34S . 00

35. Subtotal - Add Lines 33 and 34 . . . . . . . . . . . . . . . . . . . . . . . 35Y 11000 . 00 35S . 00

36. Total Tax - Add Lines 35Y and 35S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 11000 . 00

37. MISSOURI tax withheld - Attach Forms W‑2 and 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 14 . 00

38. 2024 Missouri estimated tax payments - Include overpayment from 2023 applied to 2024 . . . . . . . . 38 . 00

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

MO-2NR and MO-NRP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 . 00

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

41. Amount paid with Missouri extension of time to file (Form MO-60) . . . . . . . . . . . . . . . . . . . . . . . . 41 7777 . 00

42. Miscellaneous tax credits (from Form MO-TC, Line 13) - Attach Form MO-TC . . . . . . . . . . . . . . . 42 3209 . 00

43. Property tax credit - Attach Form MO-PTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 1100 . 00

44. Missouri Working Family Tax Credit (Attach Form MO-WFTC and federal return) . . . . . . . . . . . . 44 112 . 00

45. Total payments and credits - Add Lines 37 through 44 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 12212 . 00


3 IN
MO-1040 Page 3
REV 01/27/25 INTUIT.CG.CFP.SP
Skip Lines 46 through 48 if you are not filing an amended return.

46. Amount paid on original return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 . 00

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

Indicate Reason for Amending


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

A. Federal audit . . . . . . . . . . . . . . . . . . . . .
Enter year of loss (YY)

B. Net Operating Loss carryback . . . . . . . .


Enter year of credit (YY)

C. Investment tax credit carryback . . . . . . .


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

D. Correction other than A, B, or C . . . . . .

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

49. If Line 45, or if amended return, Line 48, is larger than Line 36, enter the difference.
Amount of OVERPAYMENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 1212 . 00

50. Amount of Line 49 to be applied to your 2025 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 . 00

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

Elderly Home Missouri


Children’s Veterans Delivered Meals National Guard
51a. Trust Fund . 00 51b. Trust Fund . 00 51c. Trust Fund . 00 51d. Trust Fund . 00

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

51i. Program Fund Foundation Fund St. Louis Fund 51l. Honor Fund

Additional Additional Additional Additional


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

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

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

53. REFUND - Subtract Lines 50, 51, and 52 from Line 49 and enter here . . . . . . . . . . . . . . . . . . . . . 53 1212 . 00

a. Routing
Number 031101279 c. Checking Savings
b. Account
Number 169189666988

IN
REV 01/27/25 INTUIT.CG.CFP.SP

24322041555 MO-1040 Page 4

4
54. If Line 36 is larger than Line 45 or Line 48, enter the difference.
Amount of UNDERPAYMENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 . 00
Amount Due

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

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

56. AMOUNT DUE - Add Lines 54 and 55.


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

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

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

E-mail Address Daytime Telephone


Signature

6603534471
Preparer’s Signature Date (MM/DD/YY)

SELF-PREPARED
Preparer’s FEIN, SSN, or PTIN Preparer’s Telephone

Preparer’s Address State ZIP Code

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

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

24322051555
Department Use Only

A FA E10 DE F .

Form MO-1040 (Revised 12-2024)


Mail to: Balance Due: Refund or No Amount Due: Fax: (573) 522-1762
Missouri Department of Revenue Missouri Department of Revenue Email: incometaxprocessing@dor.mo.gov
P.O. Box 329 P.O. Box 500 Submission of Individual Income Tax Returns
Jefferson City, MO 65105-0329 Jefferson City, MO 65105-0500 Email: income@dor.mo.gov
Phone: (573) 751-7200 Phone: (573) 751-3505 Inquiry and correspondence

Ever served on active duty in the United States Armed Forces?

If yes, visit dor.mo.gov/military/ to see the services and benefits DOR offers to all eligible military
individuals, or complete the survey at mvc.dps.mo.gov/MoVeteransInformation/Survey/DOR to IN
receive information from the Missouri Veterans Commission. A list of all state agency resources REV 01/27/25 INTUIT.CG.CFP.SP
and benefits can be found at veteranbenefits.mo.gov/state-benefits/. MO-1040 Page 5
5
Visit dor.mo.gov/taxation/individual/tax-types/income/ for additional information.
Department Use Only
Form (MM/DD/YY)
MO-TC 2024 Miscellaneous Income Tax Credits

Name Social Security


(Last, First) STEVENS, ALPHONSO T Number 5 9 4 2 9 0 2 8 6
Spouse’s Name Spouse’s Social
(Last, First) Security Number
Corporation Charter
Name Number
Missouri Tax Federal Employer
I.D. Number I.D. Number
• Benefit
  Number - The number is the last six (6) digits of the number of this form. Each credit is assigned an alpha code to ensure proper
located on your Certificate of Eligibility. processing of the credit claimed.
Example: For benefit, ABC-2018-12345-123456, enter 123456, on •  If you are claiming more than 10 credits, attach additional MO-TC(s)
Form MO-TC. • The sum of the tax credits claimed in Column 1 or Column 2 cannot
• Alpha
  code - The three (3) character code located on the next page exceed the applicable tax liability, unless the credit is refundable.

Alpha Code • Yourself • Spouse


Credit Name
Benefit Number (3 characters) • Corporation Income (on a combined return)
Each credit will apply against your tax • Fiduciary
(See example above) from the next
liability in the order they appear below.
page Column 1 Column 2

1. 1040 AHC AFFORDABLE HOUSING ASSISTANCE 1. 3209. 00 00

2. 2. 00 00

3. 3. 00 00

4. 4. 00 00

5. 5. 00 00

6. 6. 00 00

7. 7. 00 00

8. 8. 00 00

9. 9. 00 00

10. 10. 00 00

11. Subtotals - add Lines 1 through 10.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 3209. 00 00

12. Enter the amount of the tax liability from Form MO-1040, Line 35Y for yourself and Line 35S for your spouse, or
Form MO-1120, Line 16, Form MO-1041, Line 15 or Form MO-PTE, Line 10. . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 11000. 00 00
13. Total Credits - add amounts from Line 11, Columns 1 and 2. (Enter here and on Form MO-1120, Line 17; Form MO-1040,
Line 42; or Form MO-1041, Line 16; or Form MO-PTE, Line 11.) Line 13 cannot exceed the amount on Line 12, unless the
credit is refundable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 3209. 00
I declare under penalties of perjury that I employ no illegal or unauthorized aliens as defined under federal law and that I am not eligible for any tax
exemption, credit or abatement if I employ such aliens. I also declare that if I am a business entity, I participate in a federal work authorization program
with respect to the employees working in connection with any contracted services and I do not knowingly employ any person who is an unauthorized
Signature

alien in connection with any contracted services. I am aware of any applicable reporting requirements of Section 135.805 RSMo and the penalty
provisions of Section 135.810 RSMo.
Taxpayer’s Signature Printed Name Date (MM/DD/YYYY)
__ __ / __ __ / __ __ __ __
Spouse’s Signature Printed Name Date (MM/DD/YYYY)
__ __ / __ __ / __ __ __ __
Use this form to claim income tax credits on Form MO‑1040, MO‑1120, or MO‑1041. Attach to Form MO‑1040, MO‑1120, or MO‑1041.
Ever served on active duty in the United States Armed Forces?
If yes, visit dor.mo.gov/military/ to see the services and benefits DOR offers to all eligible military
24306011555
individuals, or complete the survey at mvc.dps.mo.gov/MoVeteransInformation/Survey/DOR to
receive information from the Missouri Veterans Commission. A list of all state agency resources For Privacy Notice, see instructions.
and benefits can be found at veteranbenefits.mo.gov/state-benefits/. Form MO-TC (Revised 12-2024)
1555 REV 01/27/25 INTUIT.CG.CFP.SP 1
Department Use Only
Form (MM/DD/YY)
MO-PTS 2024 Property Tax Credit Schedule

This form must be attached to Form MO-1040.

Social Security Number Date of Birth (MM/DD/YYYY)

594 - 29 - 0286 01 02 1993


First Name M.I. Last Name

ALPHONSO T STEVENS
Spouse’s Social Security Number Spouse’s Date of Birth (MM/DD/YYYY)

- -
Spouse’s First Name M.I. Last Name

Select only one qualification. Copies of letters, forms, etc., must be included with claim.
Qualifications

A. 65 years of age or older - You must be a full year resident. (Attach Form SSA-1099.)

B. 100% Disabled Veteran as a result of military service (Attach letter from Department of Veterans Affairs - see instructions.)

C. 100% Disabled (Attach letter from Social Security Administration or Form SSA-1099.)

D. 60 years of age or older and received surviving spouse benefits (Attach Form SSA-1099.)

Select only one filing status. If your filing status on Form MO-1040 is head of household, you will select single filing status below.
Status
Filing

If married filing combined, you must report both incomes.

Single Married - Filing Combined Married - Living Separate for Entire Year

Failure to provide the required attachment(s) will result in the delay or denial of your return.

1. Enter the amount of income from Form MO-1040, Line 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 11294 . 00

2. Enter the amount of nontaxable social security benefits received by you, your spouse, and your
minor children before any deductions and the amount of social security equivalent railroad
retirement benefits. Attach Form(s) SSA-1099 or RRB-1099 (TIER I) . . . . . . . . . . . . . . . . . . . . . 2 . 00
Income

3. Enter the total amount of pensions, annuities, dividends, rental income, unemployment compensation,
or interest income not included in Line 1. Include tax exempt interest from MO-A, Part 1, Line 8.
Attach Form(s) W-2, 1099, 1099-G, 1099-R, 1099-MISC, 1099-INT, 1099-DIV, etc 3 . 00

4. Enter the amount of railroad retirement benefits (not included in Line 2) before any deductions.
Attach Form RRB-1099-R (Tier II). Refer to MO-A, Part 1, Line 11 . . . . . . . . . . . . . . . . . . . . . . . 4 . 00

5. Enter the amount of veterans payments or benefits before any deductions.


Attach letter from Veterans Affairs. See instructions, MO-1040. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 . 00

1555 REV 01/27/25 INTUIT.CG.CFP.SP


24323011555
For Privacy Notice, see Instructions. MO-PTS Page 1

1
6. Enter the total amount received by you, your spouse, and your minor children from: public
assistance, Supplemental Security Income (SSI), child support, or Temporary Assistance
payments (TA and TANF). Attach a letter from the Social Security Administration that includes
the total amount of assistance received if applicable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 . 00

7. Enter the amount of nonbusiness loss(es). You must include nonbusiness loss(es) in your
household income (as a positive amount) here. (Include capital loss from Federal Form 1040 or
1040-SR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 . 00
Income (continued)

8. Total household income - Add Lines 1 through 7 and enter the total here . . . . . . . . . . . . . . . . . 8 11294 . 00

9. Enter the appropriate amount from the options below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 0 . 00


• Single or Married Living Separate - Enter $0
• Married and Filing Combined - rented or did not own your home for the entire year - Enter $2,000
• Married and Filing Combined - owned and occupied your home for the entire year - Enter $4,000

10. Net household income - Subtract Line 9 from Line 8 and enter the amount here . . . . . . . . . . . . . 10 11294 . 00
• If you rented or did not own and occupy your home for the entire year and Line 10 is
greater than $27,200, you are not eligible to file this claim.

• If you owned and occupied your home for the entire year and Line 10 is greater
than $30,000, you are not eligible to file this claim.

11. If you owned your home, enter the total amount of property tax paid for your home, minus
Real Estate or Rent

special assessments, or $1,100, whichever is less. Attach a copy of paid real estate tax
receipt(s). If your home is on more than five acres or you own a mobile home, attach the
Assessor’s Certification (Form 948) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 1100 . 00

12. If you rented, enter the total amount from Certification of Rent Paid (Form(s) MO-CRP), Line 9
or $750, whichever is less. Attach a completed Verification of Rent Paid (Form 5674).
Note: If you rent from a facility that does not pay property tax, you are not eligible for a
Property Tax Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 . 00

13. Enter the total of Lines 11 and 12, or $1,100, whichever is less . . . . . . . . . . . . . . . . . . . . . . . . . . 13 1100 . 00
Credit

14. Apply Lines 10 and 13 to the chart in the instructions for MO-1040, pages 50-52 to figure your
Property Tax Credit. You must use the chart to see how much credit you are allowed.
Enter this amount on Form MO-1040, Line 43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 1100 . 00

1555 REV 01/27/25 INTUIT.CG.CFP.SP

Department Use Only

A K R U

This form must be attached to Form MO-1040.

Ever served on active duty in the United States Armed Forces?


If yes, visit dor.mo.gov/military/ to see the services and benefits DOR offers to all eligible military
individuals, or complete the survey at mvc.dps.mo.gov/MoVeteransInformation/Survey/DOR to
24323021555
receive information from the Missouri Veterans Commission. A list of all state agency resources
and benefits can be found at veteranbenefits.mo.gov/state-benefits/.

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;<=ÿf=z{dlgÿ|<jzlh}ÿshhÿ;<=>ÿ@ABODEDÿ~isj=oljz<is 1555
Form
Department Use Only
MO-WFTC 2024 Missouri Working Family Tax Credit
(MM/DD/YY)

Attach to Form MO-1040. The Federal Return must also be attached to your MO-1040 or your claim may be denied.
To claim this credit, you must be a resident individual with a filing status of single, head of household, qualifying widow(er), or married filing
combined, and who is allowed a Federal Earned Income Credit (EIC) on their federal return.

Social Security Number Spouse’s Social Security Number

594 - 29 - 0286 - -
First Name M.I. Last Name

ALPHONSO T STEVENS
Spouse’s First Name M.I. Spouse’s Last Name

1. Did you qualify for the Federal Earned Income Credit (EIC) on Federal Form 1040 or 1040SR?

Yes - Continue to calculate your Missouri Working Family Tax Credit.

No - STOP. You do not qualify for the Missouri Working Family Tax Credit.

2. Do you have a filing status of married filing separately or claimed as a dependent?

Yes - STOP. You do not qualify for the Missouri Working Family Tax Credit.

No - Continue to calculate your Missouri Working Family Tax Credit.


Qualifications

3. Do you have investment income greater than $4,300 (see instructions)?

Yes - STOP. You do not qualify for the Missouri Working Family Tax Credit.

No - Continue to calculate your Missouri Working Family Tax Credit.

4. Qualifying Children listed on your Federal Schedule EIC.


Name of Qualifying Child Child’s Social Security Number Child’s Date of Birth (MM/DD/YYYY)

5. Federal Earned Income Credit (EIC) from Federal Form 1040 or 1040-SR, Line 27. . . . . . . . . . . . . . . . . . . . . . 5 560 . 00

6. Multiply Line 5 by 20% and enter the result. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 112 . 00


Credit Amount

7. Total Tax from Form MO-1040, Line 36. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 11000 . 00

8. Add Line 42 and Line 43 from Form MO-1040 and enter the result.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 4309 . 00

9. Subtract Line 8 from Line 7, if less than 0, enter 0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 6691 . 00

10. Enter the smaller amount of Line 6 or Line 9 here and on Form MO-1040, Line 44.. . . . . . . . . . . . . . . . . . . . . . . . . . . 10 112 . 00

Form MO-WFTC (Revised 12-2024)


This form, your Federal Return, and your Federal Schedule EIC must be attached with your MO-1040.

Mail to: Balance Due: Refund or No Amount Due: Fax: (573) 522-1762
Missouri Department of Revenue Missouri Department of Revenue Email: incometaxprocessing@dor.mo.gov
P.O. Box 329 P.O. Box 500 Submission of Individual Income Tax Returns
Jefferson City, MO 65105-0329 Jefferson City, MO 65105-0500 Email: income@dor.mo.gov
Phone: (573) 751-7200 Phone: (573) 751-3505 Inquiry and correspondence

Visit dor.mo.gov/taxation/individual/tax-types/income/ for additional information.
Ever served on active duty in the United States Armed Forces? If yes, visit dor.mo.gov/military/ to see the services and benefits DOR offers to all eligible military
individuals, or complete the survey at mvc.dps.mo.gov/MoVeteransInformation/Survey/DOR to receive information from the Missouri Veterans Commission. A list of all state
agency resourcesand benefits can be found at veteranbenefits.mo.gov/state-benefits/.

IN REV 01/27/25 INTUIT.CG.CFP.SP


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†‡†ˆ‰Š‹†Š†Œ‡ŽŽ‘ ’‡‰‡†“‹†Š†Œ‡’N REV 01/27/25 INTUIT.CG.CFP.SP 1555
RD-108 City of Kansas City, Missouri - Revenue Division
PROFITS RETURN
2024
EARNINGS TAX
Phone: (816) 513-1120
E-file: kcmo.gov/quicktax

DBA Name: DO NOT FILE


Legal Name: ALPHONSO T STEVENS

FEIN or SSN: 594290286


Mailing Address:

Business Address:
4738 COUNTY ROAD 2445
HIGBEE MO MO 65257

Account ID:

Period From: 01/01/2024 Period To: 12/31/2024


1. Type of Business A. *Partnership B. Corporation C. Proprietorship D. Fiduciary
(No. of partners: _______)
E. K-1 Source Income F. None of the Above
(Check if informational)

2. Enter "X" if nonresident business 2 DOLLARS CENTS

3. KCMO Gross receipts only (See Instructions) 3 $ .00


4. Income from business or profession (IF LOSS ENTER 0) (from Schedule C, Y, Z) 4 $ .00
(IF LOSS ENTER 0)
5. Other taxable earnings, not included in Schedule C (ATTACH SCHEDULES)
5 $ .00
6. Total taxable earnings (Line 4 plus Line 5) 6 $ .00
7. Tax Due (1% of Line 6) 7 $ .00
(DUE ON OR BEFORE

FORM NOT FINAL


8. Profits tax paid with extension Form RD-111 and/or credit carried forward FILING DATE) 8 $ .00
(RESIDENT BUSINESS ONLY)
9. Profits tax paid to other city, not to exceed Line 7 9 $
(ATTACH EVIDENCE OF PAYMENT) 1 .00
10. Amount Due (Line 7 less Lines 8 and 9, not less than 0) 10 $ C
0 .00
11. Penalty (5% per month of Line 10, not to exceed 25%) 11 $ .00
12. Interest (1% per month of Line 10 until tax is paid in full) 12 $ .00
13. Total Amount Due (sum of Lines 10, 11 and 12) 13 $
0 .00
14. Overpayment to be credited (Lines 8 + 9 less Line 7) 14 $ .00
15. Overpayment to be refunded (Lines 8 + 9 less Line 7) 15 $ 1 .00
16. Amount Paid 16 $ .00
17. "X" if amended 17
If no longer conducting business in Kansas City, MO enter date closed
18. 18 / /
DO NOT COMPLETE IF BUSINESS IS STILL OPERATING
Notes: MM DD YY
* If Partnership is passing taxable income to partners, enter 0 on Line 4
* Please attach a copy of Federal Tax Return and / or K-1.

DO NOT SEND CASH. Make check payable to: KCMO City Treasurer
Mail to: City of Kansas City, Missouri, Revenue Division, PO Box 843322 Kansas City, MO 64184-3322
For changes to name, address or FEIN/SSN, please contact us at revenue@kcmo.org or (816) 513-1120.
I authorize the Commissioner of Revenue or delegate to discuss my return and attachments with my preparer.

DO NOT FILE
Yes No
Under penalties of perjury, I declare this return to be true, correct, and complete accounting for the taxable year
stated.

ALPHONSO T STEVENS (660)353-4471


Print Name of Taxpayer Signature Title Date Phone

SELF-PREPARED 02/01/2025 (660)353-4471


Preparer Name (if other than taxpayer) Signature Title Date Phone

1555 REV 01/27/25 INTUIT.CG.CFP.SP


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1555 REV 01/27/25 INTUIT.CG.CFP.SP
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
alphonso t stevens 594 29 0286
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
4738 county road 2445 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
Higbee mo MO 65257 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
dependents,
see instructions
and check
here . .

Income 1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . 1a 4,195.
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 4,195.
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 8,390.
Attach Sch. B 2a Tax-exempt interest . . . 2a b Taxable interest . . . . . 2b 3,200.
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 11,590.
$29,200 10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10 296.
• Head of
household, 11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . 11 11,294.
$21,900
• If you checked
12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 14,600.
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 14,600.
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 . . . . . . . . . 23 913.
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . 24 913.
Payments 25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 96.
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 96.
If you have a 26 2024 estimated tax payments and amount applied from 2023 return . . . . . . . . . . 26 6,449.
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27 560.
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 . . 32 560.
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . 33 7,105.
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 6,192.
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . 35a 6,192.
Direct deposit? b Routing number 0 3 1 1 0 1 2 7 9 c Type: Checking Savings
See instructions.
d Account number 1 6 9 1 8 9 6 6 6 9 8 8
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 no. number (PIN)

Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
Joint return? Wendy's (see inst.) 0 1 0 2 9 3
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.)

Phone no. (660)353-4471 Email address


Preparer’s name Preparer’s signature Date PTIN Check if:
Paid Self-employed
Preparer
Firm’s name Self-Prepared Phone no.
Use Only
Firm’s address Firm’s EIN
Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 01/24/25 Intuit.cg.cfp.sp Form 1040 (2024)
SCHEDULE 1 OMB No. 1545-0074
Additional Income and Adjustments to Income
(Form 1040)
Department of the Treasury
Attach to Form 1040, 1040-SR, or 1040-NR. 2024
Attachment
Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
alphonso t stevens 594-29-0286
For 2024, enter the amount reported to you on Form(s) 1099-K that was included in error or for personal
items sold at a loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Note: The remaining amounts reported to you on Form(s) 1099-K should be reported elsewhere on your return depending on the
nature of the transaction. See www.irs.gov/1099k.
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . 1 0.
2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Date of original divorce or separation agreement (see instructions):
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . . . . . 3
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . 5
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income:
a Net operating loss . . . . . . . . . . . . . . . . . . . . 8a ( )
b Gambling . . . . . . . . . . . . . . . . . . . . . . . 8b
c Cancellation of debt . . . . . . . . . . . . . . . . . . . 8c
d Foreign earned income exclusion from Form 2555 . . . . . . . . . 8d ( )
e Income from Form 8853 . . . . . . . . . . . . . . . . . . 8e
f Income from Form 8889 . . . . . . . . . . . . . . . . . . 8f
g Alaska Permanent Fund dividends . . . . . . . . . . . . . . 8g
h Jury duty pay . . . . . . . . . . . . . . . . . . . . . 8h
i Prizes and awards . . . . . . . . . . . . . . . . . . . . 8i
j Activity not engaged in for profit income . . . . . . . . . . . . 8j
k Stock options . . . . . . . . . . . . . . . . . . . . . 8k
l Income from the rental of personal property if you engaged in the rental for
profit but were not in the business of renting such property . . . . . . 8l
m Olympic and Paralympic medals and USOC prize money (see instructions) . 8m
n Section 951(a) inclusion (see instructions) . . . . . . . . . . . . 8n
o Section 951A(a) inclusion (see instructions) . . . . . . . . . . . . 8o
p Section 461(l) excess business loss adjustment . . . . . . . . . . 8p
q Taxable distributions from an ABLE account (see instructions) . . . . . 8q
r Scholarship and fellowship grants not reported on Form W-2 . . . . . . 8r
s Nontaxable amount of Medicaid waiver payments included on Form 1040, line
1a or 1d . . . . . . . . . . . . . . . . . . . . . . . 8s ( )
t Pension or annuity from a nonqualifed deferred compensation plan or a
nongovernmental section 457 plan . . . . . . . . . . . . . . 8t
u Wages earned while incarcerated . . . . . . . . . . . . . . . 8u
v Digital assets received as ordinary income not reported elsewhere. See
instructions . . . . . . . . . . . . . . . . . . . . . . 8v
z Other income. List type and amount:
8z
9 Total other income. Add lines 8a through 8z . . . . . . . . . . . . . . . . . . . 9
10 Combine lines 1 through 7 and 9. This is your additional income. Enter here and on Form 1040,
1040-SR, or 1040-NR, line 8 . . . . . . . . . . . . . . . . . . . . . . . . 10 0.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2024
Schedule 1 (Form 1040) 2024 Page 2
Part II Adjustments to Income
11 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach
Form 2106 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . . . . . 13
14 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . . . . . . 14
15 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . 15 296.
16 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . 16
17 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . 17
18 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . 18
19a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19a
b Recipient’s SSN . . . . . . . . . . . . . . . . . . . . . .
c Date of original divorce or separation agreement (see instructions):
20 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . 21
22 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . . . 22
23 Archer MSA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . 23
24 Other adjustments:
a Jury duty pay (see instructions) . . . . . . . . . . . . . . . 24a
b Deductible expenses related to income reported on line 8l from the rental of
personal property engaged in for profit . . . . . . . . . . . . . 24b
c Nontaxable amount of the value of Olympic and Paralympic medals and USOC
prize money reported on line 8m . . . . . . . . . . . . . . . 24c
d Reforestation amortization and expenses . . . . . . . . . . . . 24d
e Repayment of supplemental unemployment benefits under the Trade Act of
1974 . . . . . . . . . . . . . . . . . . . . . . . . 24e
f Contributions to section 501(c)(18)(D) pension plans . . . . . . . . . 24f
g Contributions by certain chaplains to section 403(b) plans . . . . . . . 24g
h Attorney fees and court costs for actions involving certain unlawful
discrimination claims (see instructions) . . . . . . . . . . . . . 24h
i Attorney fees and court costs you paid in connection with an award from the
IRS for information you provided that helped the IRS detect tax law violations 24i
j Housing deduction from Form 2555 . . . . . . . . . . . . . . 24j
k Excess deductions of section 67(e) expenses from Schedule K-1 (Form 1041) 24k
z Other adjustments. List type and amount:
24z
25 Total other adjustments. Add lines 24a through 24z . . . . . . . . . . . . . . . . . 25
26 Add lines 11 through 23 and 25. These are your adjustments to income. Enter here and on Form
1040, 1040-SR, or 1040-NR, line 10 . . . . . . . . . . . . . . . . . . . . . . 26 296.
BAA REV 01/24/25 Intuit.cg.cfp.sp Schedule 1 (Form 1040) 2024
SCHEDULE 2 OMB No. 1545-0074
Additional Taxes
(Form 1040)
Department of the Treasury
Attach to Form 1040, 1040-SR, or 1040-NR. 2024
Attachment
Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 02
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
alphonso t stevens 594-29-0286
Part I Tax
1 Additions to tax:

a Excess advance premium tax credit repayment. Attach Form 8962 . . . . 1a

b Repayment of new clean vehicle credit(s) transferred to a registered dealer


from Schedule A (Form 8936), Part II. Attach Form 8936 and Schedule A (Form
8936) . . . . . . . . . . . . . . . . . . . . . . . . 1b

c Repayment of previously owned clean vehicle credit(s) transferred to a


registered dealer from Schedule A (Form 8936), Part IV. Attach Form 8936 and
Schedule A (Form 8936) . . . . . . . . . . . . . . . . . . 1c

d Recapture of net EPE from Form 4255, line 2a, column (l) . . . . . . . 1d

e Excessive payments (EP) from Form 4255. Check applicable box and enter
amount.
(i) Line 1a, column (n) (ii) Line 1c, column (n)
(iii) Line 1d, column (n) (iv) Line 2a, column (n) . . . . 1e

f 20% EP from Form 4255. Check applicable box and enter amount. See
instructions.
(i) Line 1a, column (o) (ii) Line 1c, column (o)
(iii) Line 1d, column (o) (iv) Line 2a, column (o) . . . . 1f

y Other additions to tax (see instructions): 1y

z Add lines 1a through 1y . . . . . . . . . . . . . . . . . . . . . . . . . . 1z

2 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . . . . 2


3 Add lines 1z and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . . . . . . 3
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . 4 592.
5 Social security and Medicare tax on unreported tip income. Attach Form 4137 5 321.
6 Uncollected social security and Medicare tax on wages. Attach Form 8919 . 6

7 Total additional social security and Medicare tax. Add lines 5 and 6 . . . . . . . . . . . 7 321.
8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required.
If not required, check here . . . . . . . . . . . . . . . . . . . . . . . . 8

9 Household employment taxes. Attach Schedule H . . . . . . . . . . . . . . . . . 9

10 Repayment of first-time homebuyer credit. Attach Form 5405 if required . . . . . . . . . . 10

11 Additional Medicare Tax. Attach Form 8959 . . . . . . . . . . . . . . . . . . . 11

12 Net investment income tax. Attach Form 8960 . . . . . . . . . . . . . . . . . . 12

13 Uncollected social security and Medicare or RRTA tax on tips or group-term life insurance from Form
W-2, box 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

14 Interest on tax due on installment income from the sale of certain residential lots and timeshares . . 14

15 Interest on the deferred tax on gain from certain installment sales with a sales price over $150,000 . 15
16 Recapture of low-income housing credit. Attach Form 8611 . . . . . . . . . . . . . . 16
(continued on page 2)
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 2 (Form 1040) 2024
Schedule 2 (Form 1040) 2024 Page 2
Part II Other Taxes (continued)
17 Other additional taxes:

a Recapture of other credits. List type, form number, and amount:


17a

b Recapture of federal mortgage subsidy, if you sold your home see instructions 17b

c Additional tax on HSA distributions. Attach Form 8889 . . . . . . . . 17c

d Additional tax on an HSA because you didn’t remain an eligible individual.


Attach Form 8889 . . . . . . . . . . . . . . . . . . . . 17d

e Additional tax on Archer MSA distributions. Attach Form 8853 . . . . . 17e

f Additional tax on Medicare Advantage MSA distributions. Attach Form 8853 17f

g Recapture of a charitable contribution deduction related to a fractional interest


in tangible personal property . . . . . . . . . . . . . . . . 17g

h Income you received from a nonqualified deferred compensation plan that fails
to meet the requirements of section 409A . . . . . . . . . . . . 17h

i Compensation you received from a nonqualified deferred compensation plan


described in section 457A . . . . . . . . . . . . . . . . . 17i

j Section 72(m)(5) excess benefits tax . . . . . . . . . . . . . . 17j

k Golden parachute payments . . . . . . . . . . . . . . . . 17k

l Tax on accumulation distribution of trusts . . . . . . . . . . . . 17l

m Excise tax on insider stock compensation from an expatriated corporation . 17m

n Look-back interest under section 167(g) or 460(b) from Form 8697 or 8866 . 17n

o Tax on non-effectively connected income for any part of the year you were a
nonresident alien from Form 1040-NR . . . . . . . . . . . . . 17o

p Any interest from Form 8621, line 16f, relating to distributions from, and
dispositions of, stock of a section 1291 fund . . . . . . . . . . . 17p

q Any interest from Form 8621, line 24 . . . . . . . . . . . . . . 17q

z Any other taxes. List type and amount:


17z

18 Total additional taxes. Add lines 17a through 17z . . . . . . . . . . . . . . . . . . 18

19 Recapture of net EPE from Form 4255, line 1d, column (l) . . . . . . . . . . . . . . . 19

20 Section 965 net tax liability installment from Form 965-A . . . . . . . 20

21 Add lines 4, 7 through 16, 18, and 19. These are your total other taxes. Enter here and on Form 1040
or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . . . . . . . . . . . . 21 913.
BAA REV 01/24/25 Intuit.cg.cfp.sp Schedule 2 (Form 1040) 2024
SCHEDULE B OMB No. 1545-0074
(Form 1040) Interest and Ordinary Dividends
Department of the Treasury Attach to Form 1040 or 1040-SR. 2024
Attachment
Internal Revenue Service Go to www.irs.gov/ScheduleB for instructions and the latest information. Sequence No. 08
Name(s) shown on return Your social security number
alphonso t stevens 594-29-0286
Amount
Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the
buyer used the property as a personal residence, see the instructions and list this
Interest interest first. Also, show that buyer’s social security number and address:
(See instructions Alphonso Terrell Stevens 3,200.
and the
Instructions for
Form 1040,
line 2b.)
Note: If you
received a
Form 1099-INT, 1
Form 1099-OID,
or substitute
statement from
a brokerage firm,
list the firm’s
name as the
payer and enter
the total interest
shown on that
form.
2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . 2 3,200.
3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.
Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . 3
4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b 4 3,200.
Note: If line 4 is over $1,500, you must complete Part III. Amount
Part II 5 List name of payer:

Ordinary
Dividends
(See instructions
and the
Instructions for
Form 1040,
line 3b.) 5
Note: If you
received a
Form 1099-DIV
or substitute
statement from
a brokerage firm,
list the firm’s
name as the
payer and enter
the ordinary
dividends shown 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b 6
on that form. Note: If line 6 is over $1,500, you must complete Part III.
Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign
account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.
Foreign
Accounts Yes No
and Trusts 7a At any time during 2024, did you have a financial interest in or signature authority over a financial
Caution: If account (such as a bank account, securities account, or brokerage account) located in a foreign
required, failure to country? See instructions . . . . . . . . . . . . . . . . . . . . . . . .
file FinCEN Form
114 may result in If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and Financial
substantial Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114
penalties. and its instructions for filing requirements and exceptions to those requirements . . . . . .
Additionally, you
may be required b If you are required to file FinCEN Form 114, list the name(s) of the foreign country(-ies) where the
to file Form 8938, financial account(s) is (are) located: OC Other Country
Statement of
Specified Foreign
Financial Assets. 8 During 2024, did you receive a distribution from, or were you the grantor of, or transferor to, a
See instructions. foreign trust? If “Yes,” you may have to file Form 3520. See instructions . . . . . . . . .
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 01/24/25 Intuit.cg.cfp.sp Schedule B (Form 1040) 2024
SCHEDULE SE OMB No. 1545-0074
(Form 1040) Self-Employment Tax
Department of the Treasury Attach to Form 1040, 1040-SR, 1040-SS, or 1040-NR.
2024
Attachment
Internal Revenue Service Go to www.irs.gov/ScheduleSE for instructions and the latest information. Sequence No. 17
Name of person with self-employment income (as shown on Form 1040, 1040-SR, 1040-SS, or 1040-NR) Social security number of person
alphonso t stevens with self-employment income 594-29-0286
Part I Self-Employment Tax
Note: If your only income subject to self-employment tax is church employee income, see instructions for how to report your income
and the definition of church employee income.
A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had
$400 or more of other net earnings from self-employment, check here and continue with Part I . . . . . . . . .
Skip lines 1a and 1b if you use the farm optional method in Part II. See instructions.
1a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065),
box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a
b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code AQ 1b ( )
Skip line 2 if you use the nonfarm optional method in Part II. See instructions.
2 Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than
farming). See instructions for other income to report or if you are a minister or member of a religious order 2 4,195.
3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . 3 4,195.
4a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 . 4a 3,874.
Note: If line 4a is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions.
b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here . . . . . 4b
c Combine lines 4a and 4b. If less than $400, stop; you don’t owe self-employment tax. Exception: If
less than $400 and you had church employee income, enter -0- and continue . . . . . . . . 4c 3,874.
5a Enter your church employee income from Form W-2. See instructions for
definition of church employee income . . . . . . . . . . . . . 5a
b Multiply line 5a by 92.35% (0.9235). If less than $100, enter -0- . . . . . . . . . . . . . 5b 0.
6 Add lines 4c and 5b . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 3,874.
7 Maximum amount of combined wages and self-employment earnings subject to social security tax or
the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2024 . . . . . . . . . . . 7 168,600
8a Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2)
and railroad retirement (tier 1) compensation. If $168,600 or more, skip lines
8b through 10, and go to line 11 . . . . . . . . . . . . . . . 8a 8,390.
b Unreported tips subject to social security tax from Form 4137, line 10 . . . 8b 4,195.
c Wages subject to social security tax from Form 8919, line 10 . . . . . . 8c
d Add lines 8a, 8b, and 8c . . . . . . . . . . . . . . . . . . . . . . . . . . 8d 12,585.
9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 . . . . 9 156,015.
10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) . . . . . . . . . . . . . . . . 10 480.
11 Multiply line 6 by 2.9% (0.029) . . . . . . . . . . . . . . . . . . . . . . . . 11 112.
12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040), line 4, or
Form 1040-SS, Part I, line 3 . . . . . . . . . . . . . . . . . . . . . . . . 12 592.
13 Deduction for one-half of self-employment tax.
Multiply line 12 by 50% (0.50). Enter here and on Schedule 1 (Form 1040),
line 15 . . . . . . . . . . . . . . . . . . . . . . . . 13 296.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2024
Schedule SE (Form 1040) 2024 Page 2
Part II Optional Methods To Figure Net Earnings (see instructions)
Farm Optional Method. You may use this method only if (a) your gross farm income1 wasn’t more than
$10,380, or (b) your net farm profits2 were less than $7,493.
14 Maximum income for optional methods . . . . . . . . . . . . . . . . . . . . . 14 6,920
15 Enter the smaller of: two-thirds (2/3) of gross farm income1 (not less than zero) or $6,920. Also, include
this amount on line 4b above . . . . . . . . . . . . . . . . . . . . . . . . 15
Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits3 were less than $7,493
and also less than 72.189% of your gross nonfarm income,4 and (b) you had net earnings from self-employment
of at least $400 in 2 of the prior 3 years. Caution: You may use this method no more than five times.
16 Subtract line 15 from line 14 . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income4 (not less than zero) or the amount on
line 16. Also, include this amount on line 4b above . . . . . . . . . . . . . . . . . 17
1 3
From Sch. F, line 9; and Sch. K-1 (Form 1065), box 14, code B. From Sch. C, line 31; and Sch. K-1 (Form 1065), box 14, code A.
2 4
From Sch. F, line 34; and Sch. K-1 (Form 1065), box 14, code A—minus the amount From Sch. C, line 7; and Sch. K-1 (Form 1065), box 14, code C.
you would have entered on line 1b had you not used the optional method.

BAA REV 01/24/25 Intuit.cg.cfp.sp Schedule SE (Form 1040) 2024


Form 2441 Child and Dependent Care Expenses
OMB No. 1545-0074

2024
Department of the Treasury
Attach to Form 1040, 1040-SR, or 1040-NR.
Attachment
Internal Revenue Service Go to www.irs.gov/Form2441 for instructions and the latest information. Sequence No. 21
Name(s) shown on return Your social security number
alphonso t stevens 594-29-0286
A You can’t claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the
requirements listed in the instructions under Married Persons Filing Separately. If you meet these requirements, check this box . .
B If you or your spouse was a student or was disabled during 2024 and you’re entering deemed income of $250 or $500 a month on
Form 2441 based on the income rules listed in the instructions under If You or Your Spouse Was a Student or Disabled, check this box .
Part I Persons or Organizations Who Provided the Care—You must complete this part.
If you have more than three care providers, see the instructions and check this box . . . . . . . .
(d) Was the care provider your
household employee in 2024?
1 (a) Care provider’s (b) Address (c) Identifying number
For example, this generally includes
(e) Amount paid
name (number, street, apt. no., city, state, and ZIP code) (SSN or EIN) (see instructions)
nannies but not daycare centers.
(see instructions)

See W-2
Yes No
WENDYS OF MISSOURI INC 0.
Yes No

Yes No

Did you receive No Complete only Part II below.


dependent care benefits?
Yes Complete Part III on page 2 next.

Caution: If the care provider is your household employee, you may owe employment taxes. For details, see the Instructions for
Schedule H (Form 1040). If you incurred care expenses in 2024 but didn’t pay them until 2025, or if you prepaid in 2024 for care to be
provided in 2025, don’t include these expenses in column (d) of line 2 for 2024. See the instructions.
Part II Credit for Child and Dependent Care Expenses
2 Information about your qualifying person(s). If you have more than three qualifying persons, see the instructions and check this box
(c) Check here if the (d) Qualified expenses
(a) Qualifying person’s name (b) Qualifying person’s qualifying person was over you incurred and paid
social security number age 12 and was disabled. in 2024 for the person
First Last (see instructions) listed in column (a)

3 Add the amounts in column (d) of line 2. Don’t enter more than $3,000 if you had one qualifying person
or $6,000 if you had two or more persons. If you completed Part III, enter the amount from line 31 . 3
4 Enter your earned income. See instructions . . . . . . . . . . . . . . . . . 4
5 If married filing jointly, enter your spouse’s earned income (if you or your spouse was a student
or was disabled, see the instructions); all others, enter the amount from line 4 . . . . . . 5 0.
6 Enter the smallest of line 3, 4, or 5 . . . . . . . . . . . . . . . . . . . . 6
7 Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 11 . . . 7
8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7.
If line 7 is: If line 7 is: If line 7 is:
But not Decimal But not Decimal But not Decimal
Over over amount is Over over amount is Over over amount is
$0—15,000 .35 $25,000—27,000 .29 $37,000—39,000 .23
15,000—17,000 .34 27,000—29,000 .28 39,000—41,000 .22
8 X
17,000—19,000 .33 29,000—31,000 .27 41,000—43,000 .21
19,000—21,000 .32 31,000—33,000 .26 43,000—No limit .20
21,000—23,000 .31 33,000—35,000 .25
23,000—25,000 .30 35,000—37,000 .24
9a Multiply line 6 by the decimal amount on line 8 . . . . . . . . . . . . . . . . 9a
b If you paid 2023 expenses in 2024, complete Worksheet A in the instructions. Enter the amount
from line 13 of the worksheet here. Otherwise, enter -0- on line 9b and go to line 9c . . . . 9b
c Add lines 9a and 9b and enter the result . . . . . . . . . . . . . . . . . . 9c
10 Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions 10
11 Credit for child and dependent care expenses. Enter the smaller of line 9c or line 10 here and
on Schedule 3 (Form 1040), line 2 . . . . . . . . . . . . . . . . . . . . . 11
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11862M Form 2441 (2024)
Form 2441 (2024) Page 2
Part III Dependent Care Benefits
12 Enter the total amount of dependent care benefits you received in 2024. Amounts you received
as an employee should be shown in box 10 of your Form(s) W-2. Don’t include amounts
reported as wages in box 1 of Form(s) W-2. If you were self-employed or a partner, include
amounts you received under a dependent care assistance program from your sole proprietorship
or partnership . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 4,195.
13 Enter the amount, if any, you carried over from 2023 and used in 2024 during the grace period.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 If you forfeited or carried over to 2025 any of the amounts reported on line 12 or 13, enter the
amount. See instructions . . . . . . . . . . . . . . . . . . . . . . . . 14 ( 0. )
15 Combine lines 12 through 14. See instructions . . . . . . . . . . . . . . . . 15 4,195.
16 Enter the total amount of qualified expenses incurred in 2024 for
the care of the qualifying person(s) . . . . . . . . . . 16 4,195.
17 Enter the smaller of line 15 or 16 . . . . . . . . . . . 17 4,195.
18 Enter your earned income. See instructions . . . . . . . 18 8,094.

}
19 Enter the amount shown below that applies to you.
• If married filing jointly, enter your spouse’s
earned income (if you or your spouse was a
student or was disabled, see the
instructions for line 5). . . . . . 19 8,094.
• If married filing separately, see instructions.
• All others, enter the amount from line 18.
20 Enter the smallest of line 17, 18, or 19 . . . . . . . . . 20 4,195.
21 Enter $5,000 ($2,500 if married filing separately and you were
required to enter your spouse’s earned income on line 19).
However, don’t enter more than the maximum amount allowed
under your dependent care plan. See instructions . . . . . 21 5,000.
22 Is any amount on line 12 or 13 from your sole proprietorship or partnership?
No. Enter -0-.
Yes. Enter the amount here . . . . . . . . . . . . . . . . . . . . . . 22 0.
23 Subtract line 22 from line 15 . . . . . . . . . . . . 23 4,195.
24 Deductible benefits. Enter the smallest of line 20, 21, or 22. Also, include this amount on the
appropriate line(s) of your return. See instructions . . . . . . . . . . . . . . . 24 0.
25 Excluded benefits. If you checked “No” on line 22, enter the smaller of line 20 or line 21.
Otherwise, subtract line 24 from the smaller of line 20 or line 21. If zero or less, enter -0- . . 25 4,195.
26 Taxable benefits. Subtract line 25 from line 23. If zero or less, enter -0-. Also, enter this amount
on Form 1040, 1040-SR, or 1040-NR, line 1e . . . . . . . . . . . . . . . . . 26 0.
To claim the child and dependent care credit,
complete lines 27 through 31 below.
27 Enter $3,000 ($6,000 if two or more qualifying persons) . . . . . . . . . . . . . . 27
28 Add lines 24 and 25 . . . . . . . . . . . . . . . . . . . . . . . . . 28 4,195.
29 Subtract line 28 from line 27. If zero or less, stop. You can’t take the credit. Exception. If you
paid 2023 expenses in 2024, see the instructions for line 9b . . . . . . . . . . . . 29 -4,195.
30 Complete line 2 on page 1 of this form. Don’t include in column (d) any benefits shown on line
28 above. Then, add the amounts in column (d) and enter the total here . . . . . . . . 30
31 Enter the smaller of line 29 or 30. Also, enter this amount on line 3 on page 1 of this form and
complete lines 4 through 11 . . . . . . . . . . . . . . . . . . . . . . . 31
BAA REV 01/24/25 Intuit.cg.cfp.sp Form 2441 (2024)
Form 4137 Social Security and Medicare Tax
on Unreported Tip Income
OMB No. 1545-0074

Attach to your tax return.


2024
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form4137 for the latest information. Sequence No. 24
Name of person who received tips. If married, complete a separate Form 4137 for each spouse with unreported tips. Social security number
alphonso t stevens 594-29-0286
1 (a) Name of employer to whom you were required to (b) Employer (c) Total cash and (d) Total cash and
but didn’t report all your tips (see instructions) identification number charge tips you received charge tips you reported
(see instructions) (including unreported tips) to your employer
(see instructions)

A WENDYS OF MISSOURI INC 43-1112915 8,390. 4,195.

E
2 Total cash and charge tips you received in 2024. Add the amounts from line 1,
column (c) . . . . . . . . . . . . . . . . . . . . . . 2 8,390.
3 Total cash and charge tips you reported to your employer(s) in 2024. Add the amounts from line 1,
column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4,195.
4 Subtract line 3 from line 2. Include as income on Form 1040, 1040-SR, or 1040-NR, line 1c. (See
Allocated tips in the instructions.) . . . . . . . . . . . . . . . . . . . . . . . 4 4,195.
5 Cash and charge tips you received but didn’t report to your employer because the total was less than
$20 in a calendar month (see instructions) . . . . . . . . . . . . . . . . . . . . 5
6 Unreported tips subject to Medicare tax. Subtract line 5 from line 4 . . . . . . . . . . . . 6 4,195.
7 Maximum amount of wages (including tips) subject to social security tax . . 7 168,600
8 Total social security wages and social security tips (total of your Form(s) W-2,
boxes 3 and 7) and railroad retirement (RRTA) compensation (subject to 6.2%
rate) (see instructions) . . . . . . . . . . . . . . . . . . . 8 8,390.
9 Subtract line 8 from line 7. If line 8 is more than line 7, enter -0- . . . . . . . . . . . . . 9 160,210.
10 Unreported tips subject to social security tax. Enter the smaller of line 6 or line 9. If you received tips
as a federal, state, or local government employee, see instructions . . . . . . . . . . . 0. 10 4,195.
11 Multiply line 10 by 0.062 (social security tax rate) . . . . . . . . . . . . . . . . . . 11 260.
12 Multiply line 6 by 0.0145 (Medicare tax rate) . . . . . . . . . . . . . . . . . . . 12 61.
13 Add lines 11 and 12. Include as tax on Schedule 2 (Form 1040), line 5, or Form 1040-SS, Part I, line 6.
(See instructions there.) . . . . . . . . . . . . . . . . . . . . . . . . . . 13 321.

General Instructions Purpose of form. Use Form 4137 only to figure the social
security and Medicare tax owed on tips you didn’t report to your
Future Developments employer, including any allocated tips shown on your Form(s)
For the latest information about developments related to Form W-2 that you must report as income. You must also report the
4137 and its instructions, such as legislation enacted after they income on Form 1040, 1040-SR, or 1040-NR, line 1c. By filing
were published, go to www.irs.gov/Form4137. this form, your social security and Medicare tips will be credited
to your social security record (used to figure your benefits).
What’s New Don’t use Form 4137 as a substitute Form W-2.
For 2024, the maximum wages and tips subject to social If you believe you’re an employee and you received
security tax increases to $168,600. The social security tax rate
an employee must pay on tips remains at 6.2%. ▲
! Form 1099-MISC, Miscellaneous Information, or Form
1099-NEC, Nonemployee Compensation, instead of
CAUTION Form W-2, Wage and Tax Statement, because your
Reminder employer didn’t consider you an employee, don’t use this form
A 0.9% Additional Medicare Tax applies to Medicare wages, to report the social security and Medicare tax on that income.
Railroad Retirement Tax Act (RRTA) compensation, and self- Instead, use Form 8919, Uncollected Social Security and
employment income over a threshold amount based on your Medicare Tax on Wages.
filing status. Use Form 8959, Additional Medicare Tax, to figure Who must file. You must file Form 4137 if you received cash
this tax. See the Instructions for Form 8959 for more information and charge tips of $20 or more in a calendar month and didn’t
on the Additional Medicare Tax. report all of those tips to your employer. You must also file Form
4137 if your Form(s) W-2, box 8, shows allocated tips that you
must report as income.

For Paperwork Reduction Act Notice, see your tax return instructions. REV 01/24/25 Intuit.cg.cfp.sp Form 4137 (2024)
BAA

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