2024 TaxReturn
2024 TaxReturn
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
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.)
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
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
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:
b Recapture of federal mortgage subsidy, if you sold your home see instructions 17b
f Additional tax on Medicare Advantage MSA distributions. Attach Form 8853 17f
h Income you received from a nonqualified deferred compensation plan that fails
to meet the requirements of section 409A . . . . . . . . . . . . 17h
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
19 Recapture of net EPE from Form 4255, line 1d, column (l) . . . . . . . . . . . . . . . 19
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.
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
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
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
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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
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
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
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
11. Total tax from federal return. Do not enter federal income tax withheld. 11 0 . 00
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
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
30. Tax (see tax chart on page 26 of the instructions) . . . . . . . . . . 30Y 0 . 00 30S . 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
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
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
44. Missouri Working Family Tax Credit (Attach Form MO-WFTC and federal return) . . . . . . . . . . . . 44 112 . 00
A. Federal audit . . . . . . . . . . . . . . . . . . . . .
Enter year of loss (YY)
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
51. Enter the amount of your donation in the trust fund boxes below. See instructions for additional trust fund codes.
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
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
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.
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)
6603534471
Preparer’s Signature Date (MM/DD/YY)
SELF-PREPARED
Preparer’s FEIN, SSN, or PTIN Preparer’s Telephone
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 .
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
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
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
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.
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
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
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
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REV 01/27/25 INTUIT.CG.CFP.SP
;<=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.
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?
No - STOP. You do not qualify for the Missouri Working Family Tax Credit.
Yes - STOP. You do not qualify for the Missouri Working Family Tax Credit.
Yes - STOP. You do not qualify for the Missouri Working Family Tax Credit.
5. Federal Earned Income Credit (EIC) from Federal Form 1040 or 1040-SR, Line 27. . . . . . . . . . . . . . . . . . . . . . 5 560 . 00
8. Add Line 42 and Line 43 from Form MO-1040 and enter the result.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 4309 . 00
10. Enter the smaller amount of Line 6 or Line 9 here and on Form MO-1040, Line 44.. . . . . . . . . . . . . . . . . . . . . . . . . . . 10 112 . 00
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/.
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4738 COUNTY ROAD 2445
HIGBEE MO MO 65257
Account ID:
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.
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
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.)
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
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
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:
b Recapture of federal mortgage subsidy, if you sold your home see instructions 17b
f Additional tax on Medicare Advantage MSA distributions. Attach Form 8853 17f
h Income you received from a nonqualified deferred compensation plan that fails
to meet the requirements of section 409A . . . . . . . . . . . . 17h
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
19 Recapture of net EPE from Form 4255, line 1d, column (l) . . . . . . . . . . . . . . . 19
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.
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
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
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