2023 Federal Tax Return Filing

Instructions
FOR THE YEAR ENDING
December 31, 2023

Prepared
HOLLY E SANTORO
for

Gross Income..................................... $18800

Adjusted Gross Income...................... $17472

Total Deductions................................ $20800

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

Summary Total Tax............................................ $2656

Total Payments.................................. $8850

Refund Amount.................................. $6194

Amount You Owe............................... $0

Make check
payable to

Mailing Since you are filing your return electronically and you chose to use an
Address electronic signature, you do not mail your return.

Instructions

If you e-filed your return and it has been accepted, you will get notified via text or email if you opted for that option.

Your tax obligation is exactly met. No additional tax is due.

Checklist(2023) FDCHECKE-1WV 1.0

Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
 2023 STATE TAX RETURN FILING
INSTRUCTIONS
NORTH CAROLINA
FOR THE YEAR ENDING
December 31, 2023

Prepared
for

Adjusted Gross Income...................... $ 17,472

Total Deductions................................ $ 25,125

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

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

Refund Amount.................................. $ 0

Amount You Owe............................... $ 0

Make check
payable to North Carolina Department of Revenue

Mailing Since you are filing your return electronically and you chose to use an
Address electronic signature, you do not mail your return.

Special Instructions

Checklist( 2023) STCHECK-1WV 1.0

Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
 2023 TWO YEAR COMPARISON
HOLLY E SANTORO
434-55-1863 Keep for Your Records
2023 2022 Difference
Filing status HOH HOH

INCOME:
Wages, salaries, tips, etc.
Interest income
Ordinary dividend income
IRA distributions and pension income
Taxable social security income
Capital gain or (loss) (Schedule D)
Schedule 1 - Income
Refunds of state and local taxes
Alimony received
Business income or (loss) (Schedule C) 18,800 17,300 1,500
Other gains or (losses) (Form 4797)
Rental real estate, partnerships, estates, etc. (Schedule E)
Farm income or (loss) (Schedule F)
Unemployment compensation
Other income
Total income 18,800 17,300 1,500

ADJUSTMENTS:
Schedule 1 - Adjustments
Educator expenses
Busn expenses for reserviists, performing artists, etc
Health savings account deduction
Moving expenses
Deductible part of self-employment tax 1,328 1,222 106
Self-employed SEP, SIMPLE and qualified plans deduction
Self-employed health insurance
Penalty on early withdrawal of savings
Alimony paid
IRA contributions
Student loan interest deduction
Archer MSA deduction
Other adjustments
Total adjustments 1,328 1,222 106
ADJUSTED GROSS INCOME: 17,472 16,078 1,394

DEDUCTIONS:
Standard deduction or Itemized deductions 20,800 19,400 1,400
Charitable contributions if taking standard deduction N/A
If itemized, Schedule A deductions:
Medical and dental expenses
Sales, income, and other taxes paid 534 534
Interest paid
Gifts to charity
Casualty and theft losses
Other miscellaneous deductions
Qualified business income deduction
TAXABLE INCOME:

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0509M 23_ANALYS
 2023 TWO YEAR COMPARISON
HOLLY E SANTORO
434-55-1863 Keep for Your Records

2023 2022 Difference

TAX COMPUTATION (BEFORE CREDITS):

Tax
Tax calculation method TABLE Table
Schedule 2 - Taxes
Alternative minimum tax
Excess advance premium tax credit repayment
Total taxes
Tax rate 10% %

CREDITS:
Child and other dependents tax credit
Schedule 3 - Non-Refundable Credits
Foreign tax credit
Child care credit
Education credit
Retirement savings contribution credit
Other credits
Total credits

OTHER TAXES:
Schedule 2 - Other Taxes
Self-employment tax 2,656 2,444 212
Additional tax on IRAs
Other taxes
TOTAL TAXES: 2,656 2,444 212

PAYMENTS:
Federal income tax withheld
Estimated payments made
Earned income credit 6,604 6,935 -331
Refundable child tax credit or additional child tax credit 2,246 2,037 209
American opportunity credit

Schedule 3 - Refundable Credits & Payments

ACA premium tax credit
Qualified sick and family leave credit

Other payments
Total payments 8,850 8,972 -122

AMOUNT DUE / REFUND:

Amount overpaid 6,194 6,528 -334
Overpayment applied to next year
Refund 6,194 6,528 -334
Amount due
Penalty

Tax Calculation Methods:

Sch D = Sch D tax worksheet QDCGTW = Qual Div Cap Gain Tax WS TCW = Tax Comp Worksheet (rates)
Sch J = Inc Aver for Farmer/Fisherman F8615 = Child with unearned income TABLE = Tax Table
FEITW = Foreign Earned Income Tax WS
FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508M 23_ANALYS2
 Department of the Treasury--Internal Revenue Service
Form

1040 U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only--Do not write or staple in this space.

For the year Jan. 1-Dec. 31, 2023, or other tax year beginning , 2023, ending , 20 See separate instructions.
Your first name and middle initial Last name Your social security number
HOLLY E SANTORO 434-55-1863
If joint return, spouse's first name and middle initial Last name Spouse's social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
Check here if you, or your
4917 HAYSTACK ROAD spouse if filing jointly, want $3
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code to go to this fund. Checking a
DOBSON NC 27017 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse
Filing Status Single Married filing separately (MFS) X Head of household (HOH)
Check only Married filing jointly (even if only one had income) Qualifying surviving spouse (QSS)
one box.
If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child's name if the
qualifying person is a child but not your dependent:
Digital At any time during 2023, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell,
Assets exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes X No
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were a dual-status alien
Age/Blindness You: Were born before January 2, 1959 Are blind Spouse: Was born before January 2, 1959 Is blind
(4) Check the box if qualifies
Dependents (see instructions): (2) Social security (3) Relationship for (see inst.):
Child tax credit Credit for other
(1) First name Last name number to you dependents

If more
ANGEL JESUS PERALTA 771-86-9963 SON X
than four
dependents,
OSIEL ALEXANDESOLIS-SANTORO 006-69-0090 SON X
see instructions ERICK LUIS CHAVEZ SANTORO 768-32-8846 SON X
and check
here
Income 1a Total amount from Form(s) W-2, box 1 (see instructions) 1a
b Household employee wages not reported on Form(s) W-2 1b
Attach Form(s)
W-2 here. Also c Tip income not reported on line 1a (see instructions) 1c
attach Forms d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) 1d
W-2G and
1099-R if tax e Taxable dependent care benefits from Form 2441, line 26 1e
was withheld. f Employer-provided adoption benefits from Form 8839, line 29 1f
If you did not g Wages from Form 8919, line 6 1g
get a Form h Other earned income (see instructions) 1h
W-2, see Nontaxable combat pay election (see instructions)
instructions. i 1i
z Add lines 1a through 1h 1z
Attach 2a Tax-exempt interest 2a b Taxable interest 2b
Sch. B if
required. 3a Qualified dividends 3a b Ordinary dividends 3b
4a IRA distributions 4a b Taxable amount 4b
Standard 5a Pensions and annuities 5a b Taxable amount 5b
Deduction for- 6a Social security benefits 6a b Taxable amount 6b
Single or Married c If you elect to use the lump-sum election method, check here (see instructions)
filing separately,
$13,850
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here 7
Married filing 8 Additional income from Schedule 1, line 10 8 18,800
jointly or
Qualifying 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 9 18,800
surviving spouse,
$27,700
10 Adjustments to income from Schedule 1, line 26 10 1,328
Head of
11 Subtract line 10 from line 9. This is your adjusted gross income 11 17,472
household,
$20,800
12 Standard deduction or itemized deductions (from Schedule A) 12 20,800
If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A 13 0
any box under
Standard Ded.,
14 Add lines 12 and 13 14 20,800
see instructions. 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 15 0
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2023)

XQB 23 1040S1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Form 1040 (2023) HOLLY E SANTORO 434-55-1863 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 2,656
24 Add lines 22 and 23. This is your total tax 24 2,656
Payments 25 Federal income tax withheld from:
a Form(s) W-2 25a
b Form(s) 1099 25b
c Other forms (see instructions) 25c
d Add lines 25a through 25c 25d
26 2023 estimated tax payments and amount applied from 2022 return 26
If you have a
qualifying 27 Earned income credit (EIC) 27 6,604
child, attach
Sch. EIC. 28 Additional child tax credit from Schedule 8812 28 2,246
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 8,850
33 Add lines 25d, 26, and 32. These are your total payments 33 8,850
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid 34 6,194
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here 35a 6,194
Direct deposit? b Routing number 101089742 c Type: X Checking Savings
See instructions.
d Account number 4188471434
36 Amount of line 34 you want applied to your 2024 estimated tax 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe.
You Owe For details on how to pay, go to www.irs.gov/Payments or see instructions 37
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 X
Yes. Complete below. No
Designee's Phone Personal identification
name H AND R BLOCK no. 336-372-4197 number (PIN) 22004
Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here
Your signature Date Your occupation If the IRS sent you an Identity
Joint return? Protection PIN, enter
See instructions. PAINTER it here (see inst.)
Keep a copy for Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent your spouse an Identity
your records. Protection PIN, enter
it here (see inst.)

Phone no. 3367622683 Email address [email protected]

Preparer's name Preparer's signature Date PTIN Check if:
Paid
SHERRY GENTRY 01/23/2024P00515650 Self-employed
Preparer Firm's name H AND R BLOCK Phone no. 336-372-4197
Use Only Firm's address 323 N MAIN ST
SPARTA NC 28675 Firm's EIN 853369416
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2023)

XQB 23 1040S2 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
SCHEDULE 1 OMB No. 1545-0074
(Form 1040) Additional Income and Adjustments to Income
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Go to www.irs.gov/Form1040 for instructions and the latest information. Attachment
Internal Revenue Service Sequence No. 01
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
HOLLY E SANTORO 434-55-1863
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes 1
2a Alimony received 2a
b Date of original divorce or separation agreement (see instructions):
3 Business income or (loss). Attach Schedule C 3 18,800
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
z Other income. List type and amount:
8z 0
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 18,800
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2023
XQB 23 1040SCH1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Schedule 1 (Form 1040) 2023 HOLLY E SANTORO 434-55-1863 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 1,328
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 1,328
XQB 23 1040SCH12 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. Schedule 1 (Form 1040) 2023
 OMB No. 1545-0074
SCHEDULE 2 Additional Taxes
(Form 1040)
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Attachment
Go to www.irs.gov/Form1040 for instructions and the latest information.
Internal Revenue Service Sequence No. 02
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
HOLLY E SANTORO 434-55-1863
Part l Tax
1 Alternative minimum tax. Attach Form 6251 1
2 Excess advance premium tax credit repayment. Attach Form 8962 2
3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 3
Part ll Other Taxes
4 Self-employment tax. Attach Schedule SE 4 2,656
5 Social security and Medicare tax on unreported tip income.
Attach Form 4137 5
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
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) 2023

XQB 23 1040SCH2 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Schedule 2 (Form 1040) 2023 HOLLY E SANTORO 434-55-1863 Page 2
Part ll 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 Reserved for future use 19
20 Section 965 net tax liability installment from Form 965-A 20
21 Add lines 4, 7 through 16, and 18. These are your total other taxes. Enter here
and on Form 1040 or 1040-SR, line 23, or Form 1040-NR, line 23b 21 2,656
Schedule 2 (Form 1040) 2023

XQB 23 1040SCH22 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
1
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074
(Form 1040) (Sole Proprietorship)
Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065.
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/ScheduleC for instructions and the latest information. Sequence No. 09
Name of proprietor Social security number (SSN)
HOLLY E SANTORO 434-55-1863
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
All other personal services 812990
C Business name. If no separate business name, leave blank. D Employer ID no. (EIN) (see instr.)

J AND V ALL IN ONE SERVICES

E Business address (including suite or room no.) 4917 HAYSTACK ROAD
City, town or post office, state, and ZIP code DOBSON, NC 27017
F Accounting method: (1) X Cash (2) Accrual (3) Other (specify)
G Did you ``materially participate" in the operation of this business during 2023? If ``No," see instructions for limit on losses X Yes No
H If you started or acquired this business during 2023, check here
I Did you make any payments in 2023 that would require you to file Form(s) 1099? See instructions Yes X No
J If ``Yes," did you or will you file required Form(s) 1099? Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the ``Statutory employee" box on that form was checked 1 19,000
2 Returns and allowances 2
3 Subtract line 2 from line 1 3 19,000
4 Cost of goods sold (from line 42) 4
5 Gross profit. Subtract line 4 from line 3 5 19,000
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) 6
7 Gross income. Add lines 5 and 6 7 19,000
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising 8 18 Office expense (see instructions). 18
9 Car and truck expenses (see 19 Pension & profit-sharing plans. 19
instructions) 9 20 Rent or lease (see instructions):
10 Commissions and fees 10 a Vehicles, machinery, and equipment 20a
11 Contract labor (see instructions) 11 b Other business property 20b
12 Depletion 12 21 Repairs and maintenance 21
13 Depreciation and section 179 22 Supplies (not included in Part III) 22 200
expense deduction (not 23 Taxes and licenses 23
included in Part III) (see instr.) 13 24 Travel and meals:
14 Employee benefit programs a Travel 24a
(other than on line 19) 14 b Deductible meals (see instr.) 24b
15 Insurance (other than health) 15 25 Utilities 25
16 Interest (see instructions): 26 Wages (less employment credits) 26
a Mortgage (paid to banks, etc.) 16a 27 a Other expenses (from line 48) 27a
b Other 16b b Energy efficient commercial bldgs
17 Legal and professional services 17 deduction (attach Form 7205) 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27b 28 200
29 Tentative profit or (loss). Subtract line 28 from line 7 29 18,800
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method. See instructions.
Simplified method filers only: Enter the total square footage of (a) your home:
and (b) the part of your home used for business: . Use the Simplified
Method Worksheet in the instructions to figure the amount to enter on line 30 30
31 Net profit or (loss). Subtract line 30 from line 29.
If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2.
(If you checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3. 31 18,800
If a loss, you must go to line 32.
32 If you have a loss, check the box that describes your investment in this activity. See instructions.
If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on 32a All investment is at risk.
Schedule SE, line 2. (If you checked the box on line 1, see the line 31 instructions). Estates 32b Some investment is not
and trusts, enter on Form 1041, line 3. at risk.
If you checked 32b, you must attach Form 6198. Your loss may be limited.
For Paperwork Reduction Act Notice, see the separate instructions. Schedule C (Form 1040) 2023
XQB 23 C1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
SCHEDULE SE OMB No. 1545-0074
(Form 1040) Self-Employment Tax
Attach to Form 1040, 1040-SR, 1040-SS, or 1040-NR.
Department of the Treasury 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
HOLLY E SANTORO with self-employment income 434-55-1863
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 18,800
3 Combine lines 1a, 1b, and 2 3 18,800
4a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 4a 17,362
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 17,362
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 17,362
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 2023 7 160,200
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 $160,200 or more, skip lines
8b through 10, and go to line 11 8a
b Unreported tips subject to social security tax from Form 4137, line 10 8b
c Wages subject to social security tax from Form 8919, line 10 8c
d Add lines 8a, 8b, and 8c 8d
9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 9 160,200
10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) 10 2,153
11 Multiply line 6 by 2.9% (0.029) 11 503
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 2,656
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 1,328
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2023

XQB 23 SE1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
 OMB No. 1545-0074
SCHEDULE EIC
(Form 1040) Earned Income Credit
Qualifying Child Information

Complete and attach to Form 1040 or 1040-SR only if you have a qualifying child.
Department of the Treasury Go to www.irs.gov/ScheduleEIC for the latest information. Attachment
Internal Revenue Service Sequence No. 43
Name(s) shown on return Your social security number
HOLLY E SANTORO 434-55-1863
If you are separated from your spouse, filing a separate return, and meet the requirements to claim the EIC (see instructions), check here

Before you begin: See the instructions for Form 1040, line 27, to make sure that (a) you can take the EIC, and (b) you have a
qualifying child. See also Pub. 596.
Be sure the child's name on line 1 and social security number (SSN) on line 2 agree with the child's social
security card. Otherwise, at the time we process your return, we may reduce your EIC. If the name or SSN on
the child's social security card is not correct, call the Social Security Administration at 800-772-1213.
If you have a child who meets the conditions to be your qualifying child for purposes of claiming the EIC, but that
child doesn't have an SSN as defined in the instructions for Form 1040, line 27, see the instructions.
You can't claim the EIC for a child who didn't live with you for more than half of the year.
If your child doesn't have an SSN as defined in the instructions for Form 1040, line 27, see the instructions.
! If you take the EIC even though you are not eligible, you may not be allowed to take the credit for up to 10 years.
CAUTION See the instructions for details.
It will take us longer to process your return and issue your refund if you do not fill in all lines that apply for each qualifying child.

Qualifying Child Information Child 1 Child 2 Child 3

First name Last name First name Last name First name Last name
1 Child's name
If you have more than three qualifying
children, you have to list only three to get ANGEL JESUS OSIEL ALEXAN
the maximum credit. PERALTA SOLIS-SANTOR
2 Child's SSN
The child must have an SSN as defined in
the instructions for Form 1040, line 27,
unless the child was born and died in 2023
or you are claiming the self-only EIC (see
instructions). If your child was born and
died in 2023 and did not have an SSN,
enter ``Died'' on this line and attach a copy
of the child's birth certificate, death
certificate, or hospital medical records
showing a live birth. 771-86-9963 006-69-0090
3 Child's year of birth Year 2009 Year 2011 Year
If born after 2004 and the child If born after 2004 and the child If born after 2004 and the child
is younger than you (or your is younger than you (or your is younger than you (or your
spouse, if filing jointly), skip lines spouse, if filing jointly), skip lines spouse, if filing jointly), skip lines
4a and 4b; go to line 5. 4a and 4b; go to line 5. 4a and 4b; go to line 5.

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

2023, a student, and younger than you (or Yes. No. Yes. No. Yes. No.
your spouse, if filing jointly)?
Go to Go to line 4b. Go to Go to line 4b. Go to Go to line 4b.
line 5. line 5. line 5.
b Was the child permanently and totally
disabled during any part of 2023? Yes. No. Yes. No. Yes. No.
Go to The child is not a Go to The child is not a Go to The child is not a
line 5. qualifying child. line 5. qualifying child. line 5. qualifying child.

5 Child's relationship to you

(for example, son, daughter, grandchild,
niece, nephew, eligible foster child, etc.) SON SON
6 Number of months child lived
with you in the United States
during 2023
If the child lived with you for more than half of
2023 but less than 7 months, enter ``7."
If the child was born or died in 2023 and
your home was the child's home for more 12 months 12 months months
than half the time he or she was alive Do not enter more than 12 Do not enter more than 12 Do not enter more than 12
during 2023, enter ``12." months. months. months.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule EIC (Form 1040) 2023
XQB 23 EIC1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
SCHEDULE 8812 Credits for Qualifying Children OMB No. 1545-0074
(Form 1040) and Other Dependents
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Go to www.irs.gov/Schedule8812 for instructions and the latest information. Attachment
Internal Revenue Service Sequence No. 47
Name(s) shown on return Your social security number
HOLLY E SANTORO 434-55-1863
Part I Child Tax Credit and Credit for Other Dependents
1 Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR 1 17,472
2a Enter income from Puerto Rico that you excluded 2a
b Enter the amounts from lines 45 and 50 of your Form 2555 2b
c Enter the amount from line 15 of your Form 4563 2c
d Add lines 2a through 2c 2d
3 Add lines 1 and 2d 3 17,472
4 Number of qualifying children under age 17 with the required social security no. 4 2
5 Multiply line 4 by $2,000 5 4,000
6 Number of other dependents, including any qualifying children who are not
under age 17 or who do not have the required social security number 6 1
Caution: Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S.
resident alien. Also, do not include anyone you included on line 4.
7 Multiply line 6 by $500 7 500
8 Add lines 5 and 7 8 4,500
9 Enter the amount shown below for your filing status.
Married filing jointly--$400,000
All other filing statuses--$200,000 9 200,000
10 Subtract line 9 from line 3.
If zero or less, enter -0-.
If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For
example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc. 10 0
11 Multiply line 10 by 5% (0.05) 11
12 Is the amount on line 8 more than the amount on line 11? 12 4,500
No. STOP. You cannot take the child tax credit, credit for other dependents, or additional child tax credit.
Skip Parts II-A and II-B. Enter -0- on lines 14 and 27.
X Yes. Subtract line 11 from line 8. Enter the result.
13 Enter the amount from Credit Limit Worksheet A 13
14 Enter the smaller of line 12 or line 13. This is your child tax credit and credit for other dependents 14 0
Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 19.
If the amount on line 12 is more than the amount on line 14, you may be able to take the additional child tax credit
on Form 1040, 1040-SR, or 1040-NR, line 28. Complete your Form 1040, 1040-SR, or 1040-NR through line 27
(also complete Schedule 3, line 11) before completing Part II-A.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 8812 (Form 1040) 2023

XQB 23 88121 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Schedule 8812 (Form 1040) 2023 HOLLY E SANTORO Page 2
Part II-A Additional Child Tax Credit for All Filers
Caution: If you file Form 2555, you cannot claim the additional child tax credit.
15 Check this box if you do not want to claim the additional child tax credit. Skip Parts II-A and II-B. Enter -0- on line 27
16a Subtract line 14 from line 12. If zero, stop here; you cannot take the additional child tax credit. Skip Parts II-A
and II-B. Enter -0- on line 27 16a 4,500
b Number of qualifying children under 17 with the required social security number: 2 x $1,600.
Enter the result. If zero, stop here; you cannot claim the additional child tax credit. Skip Parts II-A and II-B.
Enter -0- on line 27 16b 3,200
TIP: The number of children you use for this line is the same as the number of children you used for line 4.
17 Enter the smaller of line 16a or line 16b 17 3,200
18a Earned income (see instructions) 18a 17,472
b Nontaxable combat pay (see instructions) 18b
19 Is the amount on line 18a more than $2,500?
No. Leave line 19 blank and enter -0- on line 20.
X Yes. Subtract $2,500 from the amount on line 18a. Enter the result 19 14,972
20 Multiply the amount on line 19 by 15% (0.15) and enter the result 20 2,246
Next. On line 16b, is the amount $4,800 or more?
X No. If you are a bona fide resident of Puerto Rico, go to line 21. Otherwise, skip Part II-B and enter the
smaller of line 17 or line 20 on line 27.
Yes. If line 20 is equal to or more than line 17, skip Part II-B and enter the amount from line 17 on
line 27. Otherwise, go to line 21.
Part II-B Certain Filers Who Have Three or More Qualifying Children and Bona Fide Residents of Puerto Rico
21 Withheld social security, Medicare, and Additional Medicare taxes from Form(s)
W-2, boxes 4 and 6. If married filing jointly, include your spouse's amounts with
yours. If your employer withheld or you paid Additional Medicare Tax or tier 1
RRTA taxes, or if you are a bona fide resident of Puerto Rico, see instructions. 21
22 Enter the total of the amounts from Schedule 1 (Form 1040), line 15; Schedule 2
(Form 1040), line 5; Schedule 2 (Form 1040), line 6; and Schedule 2
(Form 1040), line 13 22
23 Add lines 21 and 22 23
24 1040 and
1040-SR filers: Enter the total of the amounts from Form 1040 or 1040-SR,
line 27, and Schedule 3 (Form 1040), line 11.
1040-NR filers: Enter the amount from Schedule 3 (Form 1040), line 11. 24
25 Subtract line 24 from line 23. If zero or less, enter -0- 25 0
26 Enter the larger of line 20 or line 25 26
Next, enter the smaller of line 17 or line 26 on line 27.
Part II-C Additional Child Tax Credit
27 This is your additional child tax credit. Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 28. 27 2,246
XQB 23 88122 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. Schedule 8812 (Form 1040) 2023
Form 8995 Qualified Business Income Deduction OMB No. 1545-2294
Simplified Computation
Attach to your tax return. Attachment
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/Form8995 for instructions and the latest information. Sequence No. 55
Name(s) shown on return Your taxpayer identification number

HOLLY E SANTORO 434-55-1863

Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is at or below $182,100 ($364,200 if married
filing jointly), and you aren't a patron of an agricultural or horticultural cooperative.

1 (a) Trade, business, or aggregation name (b) Taxpayer identification (c) Qualified business
number income or (loss)

i J AND V ALL IN ONE SERVICES 434-55-1863 17,472

ii

iii

iv

v
2 Total qualified business income or (loss). Combine lines 1i through 1v, column (c) 2 17,472
3 Qualified business net (loss) carryforward from the prior year 3 ( 0 )
4 Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- 4 17,472
5 Qualified business income component. Multiply line 4 by 20% (0.20) 5 3,494
6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions) 6
7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior year 7 ( )
8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero
or less, enter -0- 8 0
9 REIT and PTP component. Multiply line 8 by 20% (0.20) 9
10 Qualified business income deduction before the income limitation. Add lines 5 and 9 10 3,494
11 Taxable income before qualified business income deduction (see instructions) 11
12 Enter your net capital gain, if any, increased by any qualified dividends
(see instructions) 12
13 Subtract line 12 from line 11. If zero or less, enter -0- 13
14 Income limitation. Multiply line 13 by 20% (0.20) 14
15 Qualified business income deduction. Enter the smaller of line 10 or line 14. Also enter this amount on
the applicable line of your return (see instructions) 15 0
16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- 16 ( )
17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0- 17 ( )
For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8995 (2023)

XQB 23 89951 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Form 8867 Paid Preparer's Due Diligence Checklist OMB No. 1545-0074
Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC), For tax year
Child Tax Credit (CTC) (including the Additional Child Tax Credit (ACTC) and
(Rev. November 2023) Credit for Other Dependents (ODC)), and Head of Household (HOH) Filing Status 20 23
To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or
Department of the Treasury 1040-SS. Attachment
Internal Revenue Service Go to www.irs.gov/Form8867 for instructions and the latest information. Sequence No. 70
Taxpayer name(s) shown on return Taxpayer identification number
HOLLY E SANTORO 434-55-1863
Preparer's name Preparer tax identification number
Sherry Gentry P00515650
Part I Due Diligence Requirements
Please check the appropriate box for the credit(s) and/or HOH filing status claimed on the return and complete the related Parts I-V
for the benefit(s) claimed (check all that apply). X EIC X CTC/ACTC/ODC AOTC X HOH
1 Did you complete the return based on information for the applicable tax year provided by the taxpayer Yes No N/A
or reasonably obtained by you? X
2 If credits are claimed on the return, did you complete the applicable EIC and/or CTC/ACTC/ODC
worksheets found in the Form 1040, 1040-SR, 1040-NR, 1040-PR, 1040-SS, or Schedule 8812 (Form
1040) instructions, and/or the AOTC worksheet found in the Form 8863 instructions, or your own
worksheet(s) that provides the same information, and all related forms and schedules for each credit
claimed? X
3 Did you satisfy the knowledge requirement? To meet the knowledge requirement, you must do both of
the following.
Interview the taxpayer, ask questions, and contemporaneously document the taxpayer's responses to
determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing status.
Review information to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of any credit(s) X
4 Did any information provided by the taxpayer or a third party for use in preparing the return, or
information reasonably known to you, appear to be incorrect, incomplete, or inconsistent? (If ``Yes,"
answer questions 4a and 4b. If ``No," go to question 5.) X
a Did you make reasonable inquiries to determine the correct, complete, and consistent information?
b Did you contemporaneously document your inquiries? (Documentation should include the questions
you asked, whom you asked, when you asked, the information that was provided, and the impact the
information had on your preparation of the return.)
5 Did you satisfy the record retention requirement? To meet the record retention requirement, you must
keep a copy of your documentation referenced in question 4b, a copy of this Form 8867, a copy of any
applicable worksheet(s), a record of how, when, and from whom the information used to prepare Form
8867 and any applicable worksheet(s) was obtained, and a copy of any document(s) provided by the
taxpayer that you relied on to determine eligibility for the credit(s) and/or HOH filing status or to figure
the amount(s) of the credit(s) X
List those documents provided by the taxpayer, if any, that you relied on:
Did not rely on docs, noted in file

6 Did you ask the taxpayer whether he/she could provide documentation to substantiate eligibility for the
credit(s) and/or HOH filing status and the amount(s) of any credit(s) claimed on the return if his/her
return is selected for audit? X
7 Did you ask the taxpayer if any of these credits were disallowed or reduced in a previous year? X
(If credits were disallowed or reduced, go to question 7a; if not, go to question 8.)
a Did you complete the required recertification Form 8862?
8 If the taxpayer is reporting self-employment income, did you ask questions to prepare a complete and
correct Schedule C (Form 1040)? X
For Paperwork Reduction Act Notice, see separate instructions. Form 8867 (Rev. 11-2023)
XQB 23 88671 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Form 8867 (Rev. 11-2023) Page 2
Part II Due Diligence Questions for Returns Claiming EIC (If the return does not claim EIC, go to Part III.)
9a Have you determined that the taxpayer is eligible to claim the EIC for the number of qualifying Yes No N/A
children claimed, or is eligible to claim the EIC without a qualifying child? (If the taxpayer is claiming the EIC
and does not have a qualifying child, go to question 10.) X
b Did you ask the taxpayer if the child lived with the taxpayer for over half of the year, even if the taxpayer
has supported the child the entire year? X
c Did you explain to the taxpayer the rules about claiming the EIC when a child is the qualifying child of
more than one person (tiebreaker rules)? X
Part III Due Diligence Questions for Returns Claiming CTC/ACTC/ODC (If the return does not claim CTC, ACTC, or ODC, go to Part IV.)
10 Have you determined that each qualifying person for the CTC/ACTC/ODC is the taxpayer's dependent who is Yes No N/A
a citizen, national, or resident of the United States? X
11 Did you explain to the taxpayer that he/she may not claim the CTC/ACTC if the child has not lived with
the taxpayer for over half of the year, even if the taxpayer has supported the child, unless the child's
custodial parent has released a claim to exemption for the child? X
12 Did you explain to the taxpayer the rules about claiming the CTC/ACTC/ODC for a child of divorced or
separated parents (or parents who live apart), including any requirement to attach a Form 8332 or similar
statement to the return? X
Part IV Due Diligence Questions for Returns Claiming AOTC (If the return does not claim AOTC, go to Part V.)
13 Did the taxpayer provide substantiation for the credit, such as a Form 1098-T and/or receipts for the qualified Yes No
tuition and related expenses for the claimed AOTC?
Part V Due Diligence Questions for Claiming HOH (If the return does not claim HOH filing status, go to Part VI.)
14 Have you determined that the taxpayer was unmarried or considered unmarried on the last day of the tax year Yes No
and provided more than half of the cost of keeping up a home for the year for a qualifying person? X
Part VI Eligibility Certification
You will have complied with all due diligence requirements for claiming the applicable credit(s) and/or HOH filing
status on the return of the taxpayer identified above if you:
A. Interview the taxpayer, ask adequate questions, contemporaneously document the taxpayer's responses on the return or
in your notes, review adequate information to determine if the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of the credit(s);
B. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for any applicable
credit(s) claimed and HOH filing status, if claimed;
C. Submit Form 8867 in the manner required; and
D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under
Document Retention.
1. A copy of this Form 8867.
2. The applicable worksheet(s) or your own worksheet(s) for any credit(s) claimed.
3. Copies of any documents provided by the taxpayer on which you relied to determine the taxpayer's eligibility for the
credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
4. A record of how, when, and from whom the information used to prepare this form and the applicable worksheet(s) was
obtained.
5. A record of any additional information you relied upon, including questions you asked and the taxpayer's responses, to
determine the taxpayer's eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
If you have not complied with all due diligence requirements, you may have to pay a penalty for each failure to
comply related to a claim of an applicable credit or HOH filing status (see instructions for more information).

15 Do you certify that all of the answers on this Form 8867 are, to the best of your knowledge, true, correct, and Yes No
complete? X
Form 8867 (Rev. 11-2023)

XQB 23 88672 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
 CLIENT COPY
IRS e-file Signature Authorization
Form 8879
(Rev. January 2021) OMB No. 1545-0074
ERO must obtain and retain completed Form 8879.
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/Form8879 for the latest information.

Submission Identification Number (SID)

Taxpayer's name Social security number

HOLLY E SANTORO 434-55-1863
Spouse's name Spouse's social security number

Part I Tax Return Information -- Tax Year Ending December 31, 2023 (Enter year you are authorizing.)
Enter whole dollars only on lines 1 through 5.
Note: Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank.
1 Adjusted gross income 1 17,472
2 Total tax 2 2,656
3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 3
4 Amount you want refunded to you 4 6,194
5 Amount you owe 5
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of the income tax return (original or amended) I am now authorizing, and to the
best of my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income
tax return (original or amended) I am now authorizing. I consent to allow my intermediate service provider, transmitter, or electronic return originator
(ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission,
(b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its
designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax
preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the
entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization.
To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received
no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic
payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that
the personal identification number (PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable,
my Electronic Funds Withdrawal Consent.
Taxpayer's PIN: check one box only
X I authorize H AND R BLOCK to enter or generate my PIN 11863 as my
ERO firm name Enter five digits, but
signature on the income tax return (original or amended) I am now authorizing. don't enter all zeros
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part lll below.

Your signature SIGNATURE AND DATE ON FILE Date 01-23-2024

Spouse's PIN: check one box only
I authorize to enter or generate my PIN as my
ERO firm name Enter five digits, but
signature on the income tax return (original or amended) I am now authorizing. don't enter all zeros
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Spouse's signature Date

Practitioner PIN Method Returns Only -- continue below
Part III Certification and Authentication -- Practitioner PIN Method Only

ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 56751022004
Don't enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now
authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the
requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

ERO's signature Date 01-23-2024

ERO Must Retain This Form -- See Instructions
Don't Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8879 (Rev. 01-2024)
FDA 23 88791 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. 23_8879CC
 2023 SCHEDULE 8812 CREDIT LIMIT WORKSHEET B
HOLLY E SANTORO
434-55-1863 Keep for Your Records
Before you begin: v/ Complete the Earned Income Worksheet in the instructions.

v/ 1040 and 1040-SR Filers: Complete line 27; Schedule 2, line 5; Schedule 2, line 6; Schedule 2, line 13;
and Schedule 3, line 11 of your return if they apply to you.

v/ 1040-NR Filers: Complete Schedule 2, line 5; Schedule 2, line 6; Schedule 2, line 13; and
Schedule 3, line 11 of your return if they apply to you.
! Use this worksheet only if you meet each of the items discussed under line 3 of Credit Limit Worksheet A, including
Caution
that you are not filing Form 2555.

1. Enter the amount from Schedule 8812, line 12 1 4,500

2. Number of qualifying children under 17 with the required social security

number: 2 x $1,600. Enter the result 2 3,200
TIP: The number of children you use for this line is the same as the number of children
you used for line 4 of Schedule 8812.

3. Enter your earned income from line 7 of the Earned

Income Worksheet 3 17,472
4. Is the amount on line 3 more than $2,500?
No. Leave line 4 blank, enter -0- on line 5, and go
to line 6 4 14,972
X Yes. Subtract $2,500 from the amount on line 3.
Enter the result.

5. Multiply the amount on line 4 by 15% (0.15) and enter the result 5 2,246
6. On line 2 of this worksheet, is the amount $4,800 or more?
X No.
If you are a bona fide resident of Puerto Rico and line 5 above is less than
line 1 above, go to line 7. Otherwise, leave lines 7 through 10 blank, enter
-0- on line 11, and go to line 12.

Yes. If line 5 above is equal to or more than line 1 above, leave lines 7 through 10
blank, enter -0- on line 11, and go to line 12. Otherwise, go to line 7.

7. If your employer withheld or you paid Additional Medicare Tax or Tier 1 RRTA taxes, use the
Additional Medicare Tax and RRTA Tax Worksheet to figure the amount to enter; otherwise
If married filing enter the following amounts.
jointly, include Social security tax withheld from Form(s) W-2 box 4, and
your spouse's
Puerto Rico Form(s) 499R-2/W-2PR, box 21, and
amounts with
yours when Medicare tax withheld from Form(s) W-2, box 6, and
completing lines Puerto Rico Form(s) 499R-2/W-2PR, box 23 7
7 and 8.

8. Enter the total of any amounts from -

Schedule 1, line 15;
Schedule 2, line 5; 8
Schedule 2, line 6; and
Schedule 2, line 13.

9. Add lines 7 and 8. Enter the total 9

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. S0509M 23_8812CLWB1
 2023 SCHEDULE 8812 CREDIT LIMIT WORKSHEET B - CONT.
HOLLY E SANTORO
434-55-1863 Keep for Your Records

10. 1040 and 1040-SR filers. Enter the total of the

amounts from Form 1040 or 1040-SR, line 27, and
Schedule 3, line 11. 10
1040-NR filers. Enter the amount from
Schedule 3, line 11.

11. Subtract line 10 from line 9. If the result is zero or less, enter -0- 11 0

12. Enter the larger of line 5 or line 11 12 2,246

13. Enter the smaller of line 2 or line 12 13 2,246

14. Is the amount on line 13 of this worksheet more than the amount on line 1?
X No. Subtract line 13 from line 1. Enter the result.
Yes. Enter -0-. 14 2,254

Next, figure the amount of any of the following credits that you are claiming.
Mortgage interest credit, Form 8396.
Adoption credit, Form 8839.
Residential clean energy credit, Form 5695, Part I.
District of Columbia first-time homebuyer credit, Form 8859.

Then, go to line 15.

15. Enter the total of the amounts from -

Schedule 3, line 5a
Schedule 3, line 6c
Schedule 3, line 6g, and 15
Schedule 3, line 6h Enter this amount on
line 4 of Credit Limit
Worksheet A.

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. S0509M 23_8812CLWB2
 2022 ADDITIONAL CHILD TAX CREDIT (ACTC) WORKSHEET - PART II, LINE 3
HOLLY E SANTORO
434-55-1863 Keep for Your Records

1. Do you have one or more qualifying children under age 17 with the required SSN?
No. Stop. You can't claim the credit.
X Yes. Go to line 2.

2. Number of qualifying children under age 17 with the required SSN: 2 x $1,500. Enter the result 2. 3,200
3. Enter the amount from Part II, line 1 3. 18,800
4. Enter the amount shown below for your filing status.
Married filing jointly - $400,000
All other filing statuses - $200,000 4. 200,000
5. Is the amount on line 3 more than the amount on line 4?
X No. Leave line 5 blank. Enter the amount from line 2 on line 11, and go to line 12.
Yes. Subtract line 4 from line 3. If the result isn't a multiple
of $1,000, increase it to the next multiple of $1,000 (for example,
increase $425 to $1,000, increase $1,025 to $2,000, etc.) 5.

6. Multiply the amount on line 5 by 5% (.05). Enter the result 6.

7. Number of qualifying children from line 2 x $2,000. Enter the result 7.

8. Number of other dependents, including children who are not under

age 17 x $500. Enter the result. See Line 8 instructions 8.

9. Add lines 7 and 8 9.

10. Is the amount on line 9 more than the amount on line 6?
No. Stop. You cannot claim the credit.
Yes. Subtract line 6 from line 9. Enter the result 10.

11. Enter the smaller of line 2 or line 10 11. 3,200

12. Enter the total, if any, of:
One-half of Part V, line 12, self-employment tax plus
One-half of the Additional Medicare Tax you paid on
self-employment income (Form 8959, line 13) 12. 1,328
13. Enter the total of any:
Amount from Part II, line 2, plus
Employee social security and Medicare tax on tips not reported to
employer from Form 4137 and shown on the dotted line next to
Part I, line 6, plus
Uncollected employee social security and Medicare tax on wages
from Form 8919 shown on the dotted line next to Part I, line 6, plus
Uncollected employee social security tax and Medicare tax on tips
and group-term life insurance (see instructions for Part I, line 6)
shown on the dotted line next to Part I, line 6, plus
Amount on Form 8959, line 7 13.

14. Add lines 12 and 13. Enter the result 14.

15. Enter the amount, if any, of Additional Medicare Tax withheld (Form 8959,
line 22) 15.
16. Subtract line 15 from line 14. Enter the result 16. 1,328
17. Enter the amount, if any, from Part I, line 8 17.
18. Is the amount on line 16 more than the amount on line 17?
No. Stop. You can't claim the credit.
Yes. Subtract line 17 from line 16. Enter the result 18. 1,328
19. Additional child tax credit. Enter the smaller of line 11 or line 18 here and on
Form 1040-SS, Part II, line 3 19. 1,328
FDA Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. S1114O 22_T8812PR
 2023 WORKSHEET B, EARNED INCOME CREDIT (EIC) - LINE 27
HOLLY E SANTORO
434-55-1863 Keep for Your Records

Use this worksheet if you answered "Yes" to Step 5, question 2.

v/ Complete the parts below (Parts 1 through 3) that apply to you. Then, continue to Part 4.
v/ If you are married filing a joint return, include your spouse's amounts, if any, with yours to figure the amounts to enter in
Parts 1 through 3.

PART 1
Self-Employed, 1a. Enter the amount from Schedule SE, Part I, line 3 1a 18,800
Members of the b. Enter any amount from Schedule SE, Part I, line 4b and line 5a + 1b
Clergy, and c. Combine lines 1a and 1b = 1c 18,800
People With d. Enter the amount from Schedule SE, Part I, line 13 - 1d 1,328
Church Employee
Income Filing e. Subtract line 1d from line 1c = 1e
17,472
Schedule SE

PART 2 2. Don't include on these lines any statutory employee income, any net profit from services
performed as a notary public, any amount exempt from self-employment tax as the result
of the filing and approval of Form 4029 or Form 4361, or any other amounts exempt from
self-employment tax.
Self-Employed
NOT Required a. Enter any net farm profit or (loss) from Schedule F, line 34; and from farm
To File partnerships, Schedule K-1 (Form 1065), box 14, code A*
2a
Schedule SE b. Enter any net profit or (loss) from Schedule C, line 31; and
For example, your Schedule K-1 (Form 1065), box 14, code A (other than 2b
net earnings from farming)* +
self-employment
were less than $400. 2c
c. Combine lines 2a and 2b =
* If you have any Schedule K-1 amounts, complete the appropriate lines(s) of
Schedule SE, Part I. Reduce the Schedule K-1 amounts as described in the
Partner's Instructions for Schedule K-1. Enter your name and social security
number on Schedule SE and attach it to your return.

PART 3
Statutory Employees 3. Enter the amount from Schedule C, line 1, that
Filing Schedule C you are filing as a statutory employee 3

4a
PART 4 4a. Enter your earned income from Step 5

All Filers Using b. Combine lines 1e, 2c, 3, and 4a. This is your total earned income 4b
17,472
Worksheet B
If line 4b is zero or less, STOP You can't take the credit. Enter ``No" on the
Note: If line 4b
dotted line next to Form 1040 or 1040-SR, line 27.
includes income on
which you should
have paid self- 5. If you have:
employment tax but
3 or more qualifying children who have valid SSNs, is line 4b less than $56,838
didn't, we may
reduce your credit by ($63,398 if married filing jointly)?
the amount of 2 qualifying children who have valid SSNs, is line 4b less than $52,918 ($59,478 if married filing jointly)?
self-employment tax
1 qualifying child who has a valid SSN, is line 4b less than $46,560 ($53,120 if married filing jointly)?
not paid.
No qualifying children who have valid SSNs, is line 4b less than $17,640 ($24,210 if married filing jointly)?
X Yes. If you want the IRS to figure your credit, see the instructions. If you want to
figure the credit yourself, enter the amount from line 4b on line 6 of this worksheet.
No. STOP You can't take the credit. Enter ``No'' on the dotted line next to Form 1040
or 1040-SR, line 27.
FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0926P 23_EICB

NUMBER OF QUALIFYING CHILDREN: 2

 2023 WORKSHEET B, PAGE 2, EARNED INCOME CREDIT (EIC) - LINE 27
HOLLY E SANTORO
434-55-1863 Keep for Your Records

PART 5 6. Enter your total earned income from

Part 4, line 4b 6 17,472
All Filers Using
Worksheet B 7. Look up the amount on line 6 above in the EIC Table in the instructions
to find the credit. Be sure you use the correct column for your filing
status and the number of qualifying children you have who have a
valid SSN. Enter the credit here 7 6,604
If line 7 is zero, STOP. You can't take the credit.
Enter ``No'' on the dotted line next to Form 1040 or 1040-SR, line 27.

8. Enter the amount from Form 1040 or

8 17,472
1040-SR, line 11

9. Are the amounts on lines 8 and 6 the same?

X Yes. Skip line 10; enter the amount from line 7 on line 11.
No. Go to line 10.

PART 6 10. If you have:

No qualifying children who have a valid SSN, is the amount on line 8
Filers Who less than $9,800 ($16,370 if married filing jointly)?
Answered 1 or more qualifying children who have a valid SSN, is the amount on
``No'' on line 8 less than $21,560 ($28,120 if married filing jointly)?
Line 9
Yes. Leave line 10 blank; enter the amount from line 7 on line 11.
No. Look up the amount on line 8 in the EIC Table in the
instructions to find the credit. Be sure you use the correct
column for your filing status and the number of children
you have. Enter the credit here 10

Look at the amounts on lines 10 and 7.

Then, enter the smaller amount on line 11.

PART 7 11. This is your earned income credit 11 6,604

Enter this amount on
Your Earned Form 1040 or 1040-SR,
Income Credit Reminder - line 27.
If you have a qualifying child, complete and attach Schedule EIC.

Caution: If your EIC for a year after 1996 was reduced or disallowed, see the
instructions to find out if you must file Form 8862 to take the credit
for 2023.

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0926P 23_EICB2
 2023 QUALIFIED BUSINESS INCOME DEDUCTION WORKSHEET
DETAIL BY BUSINESS
HOLLY E SANTORO 434-55-1863
Schedule/Form SchC # 1
Business Name J AND V
EIN/SSN 434-55-1863
Business Type Specifie
Included in Aggregation #
PTP Income No
Qualified Business Income (QBI)

1. Specified Business Income/Loss from Sch/Form 18800

2. Non-Specified Business Income/Loss from Sch/Form
Less applicable adjustments from 1040 Schedule 1
(includes SE Tax, SEHIN, & Qual Retirement plans) -1328
3. QBID Qualifed Losses and ST Gains from Asset Disposition
4. Net Qualifed Business Income (QBI) (sum L1 - L3) 17472
Qualified Other Income (QOI)

5. Qualified REIT Sec 199A Dividends from 1099-DIV and K-1s

6. Qualfied Other Income from PTPs
7. QOI Qualifed Losses and ST Gains from Disposition incl Sale of PTP
8. Net Qualfied Other Income (QOI) (L5 + L6 + L7)

9. Net QBI and QOI (L4 + L8) 17472

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. K0509S 23_QBIDBUSDETAIL
 2023 FORM 8867 DUE DILIGENCE
HOLLY E SANTORO
434-55-1863 Keep for Your Records

PRIOR CLIENT SEEMS CONSISTANT WITH LAST YEAR

TP STATES SHE LIVES ALONE WITH DEPENDENTS AND PROVIDED MORE THAN HALF OF
HOUSEHOLD SUPPORT.
TP STATES DEPENDENTS LIVED IN THE HOUSEHOLD FOR THE ENTIRE YEAR.
TP STATES HER AND DEPENDENTS HAVE MEDICAID
ADVISED TP TO KEEP ALL ORIGINAL RECEIPTS FOR INCOME AND EXPENSENS ON SCH
C
TP FILLED OUT A HRB REPLACEMENT FORM FOR NOT HAVING A 1099-NEC
DATE INFORMATION WAS OBTAINED: 01-23-2024
INFORMATION WAS OBTAINED FROM: HOLLY E SANTORO

Taxpayer Signature Date Spouse Signature Date

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508M 23_EICDUEDIL
 2024 CARRYFORWARD INFORMATION
HOLLY E SANTORO
434-55-1863 Keep for Your Records
Itemized Returns Only - 2023 state and local tax refund (this amount may not be taxable in 2024)
Charitable contributions carryover to 2024
Estimated short-term capital loss carryover
Estimated long-term capital loss carryover
2023 tax liability (for 2024 Form 2210 purposes) 2,656
Form 8839: 2022 carryover of unqualified expenses
Refund amount applied to 2024
Disallowed investment interest in 2023
Additional state taxes paid
Form 8396: Mortgage interest credit from 2021
Mortgage interest credit from 2022
Mortgage interest credit from 2023
Form 8801: Minimum tax credit carryforward 0
Potential 2024 IRA contribution from 2023 tax refund
NOL carryforward: Regular Tax AMT Tax
from 2003 from 2013 from 2003 from 2013
from 2004 from 2014 from 2004 from 2014
from 2005 from 2015 from 2005 from 2015
from 2006 from 2016 from 2006 from 2016
from 2007 from 2017 from 2007 from 2017
from 2008 from 2018 from 2008 from 2018
from 2009 from 2019 from 2009 from 2019
from 2010 from 2020 from 2010 from 2020
from 2011 from 2021 from 2011 from 2021
from 2012 from 2022 from 2012 from 2022
Gross NOL generated in 2023 Gross AMT NOL generated in 2023
To be absorbed in carryback period To be absorbed in carryback period
Net carryforward from 2023 Net carryforward from 2023
Total carryforward to 2024 Total carryforward to 2024

The amounts carried to next year from Schedule(s) E, pages 1 and/or 2, are found on Form 8582,
Worksheet 6. Carryover AMT amounts are found on the AMT Form 8582, Worksheet 6.
Foreign Tax Credit carryforward to 2024
General Business Credit carryforward to 2024
First-Time Homebuyer Credit Repayment carryforward to 2024
If there are Form(s) 6252 in this tax return, the gross profit ratio and prior payments received (including
the current year payments) will carry forward from each Form 6252.
Amounts from Form 6251, lines 16 through 18, lines 27 and 28 are automatically carried forward to 2024.

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508M 23_CRYFWD
 2023 Federal Tax Return Filing
Instructions
FOR THE YEAR ENDING
December 31, 2023

Prepared
HOLLY E SANTORO
for

Gross Income..................................... $18800

Adjusted Gross Income...................... $17472

Total Deductions................................ $20800

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

Summary Total Tax............................................ $2656

Total Payments.................................. $8850

Refund Amount.................................. $6194

Amount You Owe............................... $0

Make check
payable to

Mailing Since you are filing your return electronically and you chose to use an
Address electronic signature, you do not mail your return.

Instructions

If you e-filed your return and it has been accepted, you will get notified via text or email if you opted for that option.

Your tax obligation is exactly met. No additional tax is due.

Checklist(2023) FDCHECKE-1WV 1.0

Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
 2023 STATE TAX RETURN FILING
INSTRUCTIONS
NORTH CAROLINA
FOR THE YEAR ENDING
December 31, 2023

Prepared
for

Adjusted Gross Income...................... $ 17,472

Total Deductions................................ $ 25,125

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

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

Refund Amount.................................. $ 0

Amount You Owe............................... $ 0

Make check
payable to North Carolina Department of Revenue

Mailing Since you are filing your return electronically and you chose to use an
Address electronic signature, you do not mail your return.

Special Instructions

Checklist( 2023) STCHECK-1WV 1.0

Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
 BUSINESS STRUCTURE ANALYSIS
HOLLY E SANTORO Keep for Your Records
Schedule C Business Name: J AND V ALL IN ONE SERVICES
1. Net profit or (loss) from Schedule C Line 31 1. 18,800
If Line 1 is less than 0, stop, there is no self-employment tax due from this Schedule C business activity and forming an
S Corporation will not save any self-employment taxes. There may still be other reasons to consider a change in
business organization, see below for discussion points.
2. Self-employment income from other sources (other Schedule Cs, Schedule Fs, or Partnership K-1s) 2.
3. Total self-employment income (line 1 plus line 2) 3. 18,800
4. Total income subject to self-employment tax (multiply line 3 by 92.35%) 4. 17,362
5. Maximum self-employment income and wages subject to social security (or equivalent) tax 5. 147,000
6. Total wages, tips, and other amounts subject to social security tax 6.
7. Remaining social security max (line 5 less sum of line 2 and line 6, enter 0 if 0 or less) 7. 147,000
8. Amount from line 1 subject to self-employment tax (multiply line 1 x 92.35%) 8. 17,362
9. Social security tax due from this business (smaller of line 7 or line 8 mulitiplied by 12.4%) 9. 2,153
10. Medicare tax due from this business (multiply line 8 by 2.9%) 10. 503
11. Total self-employment tax from this business (line 9 plus line 10) 11. 2,656
12. Total self-employment tax from Schedule SE line 12 12. 2,656
13. Estimated reasonable salary (multiply line 1 by 60%) 13. 11,280
14. Reasonable salary as discussed with the taxpayer (IRS guidance is between 40% and 60% of net profits, but facts and
circumstances determine what is actually a reasonable salary) 14.

15. Employment taxes on reasonable salary (line 14 (or line 13 if line 14 is 0), multiplied by 15.3%, if reasonable salary is
more than $147,000, reasonable salary multiplied by 2.9% plus $18,228) 15. 1,726
16. Self-employment income from other sources (from line 2 above) 16.
17. Revised income subject to self-employment tax (multiply line 16 by 92.35%) 17. 0
18. Total previous wages, tips, and other amounts subject to social security tax (from line 6 above) 18. 0
19. Reasonable salary (line 14, or line 13 if line 14 is 0) 19. 11,280
20. Revised total wages, etc. subject to social security tax (line 18 plus line 19) 20. 11,280
21. Estimated social security withholding (multiply line 20 by 6.2%) 21. 699
22. If line 21 is greater than $9,114, subtract 9,114 from line 21, otherwise enter 0. This is your estimated credit for excess
social security tax withheld 22. 0
23. Revised remaining social security max (line 5 less line 20, enter 0 if 0 or less) 23. 135,720
24. Social security tax due on remaining self-employment income (multiply the smaller of line 17 or line 23 by 12.4%) 24. 0
25. Medicare tax due on remaining self-employment income (multiply line 17 by 2.9%) 25. 0
26. Revised self-employment tax (line 24 plus line 25) 26. 0
27. Estimated total employment and self-employment taxes paid (subtract line 22 from the sum of line 15 and line 26) 27. 1,726
28. Estimated savings in employment/self-employment taxes (subtract line 27 from line 12) 28. 930
Below are some additional points to consider when evaluating a change from a Schedule C to an S Corporation. Your tax professional
may check some of the items that are specifically discussed, but others may apply.
Legal and organizational considerations include: Tax considerations include:
The state may require regular corporate board meetings and minutes. To be considered in the same tax year, your change to an S Corporation must
be made either in the prior tax year, or within 2 months and 15 days of the
A valid S Corporation election must be timely filed (usually by 3/15 of the first tax year). current tax year.

Articles of incorporation must be submitted to the proper state authorities. Providing yourself a reasonable salary can change your Qualified Business
Income Deduction.
State registration fees must be paid and periodically renewed. Deductibility of your home office for business use can change when forming an
S Corporation.
The state may require annual reporting and fees, as well as a registered agent.
Reimbursement must be provided to employees using their personal vehicles
There may be legal costs to transfer contracts, assets, and/or liabilities to the for business purposes.
S Corporation. Any vehicle owned by the S Corporation will require tracking of actual expenses
as opposed to the standard mileage rate.
Retirement plans (if any) may need to be restructured/revisited including reviewing
non-discrimination rules for any other employees. S Corporations and its owners must handle health insurance and retirement
plans carefully to maintain deductibility.
Health insurance plans may need to be restructured/revisited including impact to
current and future employees if more than the owner is covered. There could be impacts for the Net Investment Income Tax (Form 8960)
and/or the Additional Tax on Medicare (Form 8959).
Business administration considerations include:
Taxes for your S Corporation may differ to Schedule C filers based on federal
Additional administrative costs for maintaining compliance with corporate rules (board and state tax laws.
meetings and minutes).
The S Corporations will need to file a Form 1120S before 3/15 (9/15 if
Payroll administration and compliance costs if not currently paying wages to other extended) along with their 1040 return (4/15 or 10/15 if extended).
employees.
Payroll taxes will be required for you and any other employees.
Additional tax preparation expenses for payroll tax filings and 1120S return filings in
addition to 1040 return costs. Wages will likely be subject to federal and state unemployment taxes.
Additional bookkeeping and accounting costs to accurately track corporate finances.
Family members under the age of 18 who work for the S Corporation will pay
Social Security/Medicare which could be avoided for a Schedule C business.
Additional banking costs and rules may apply for S Corporations.
Calculation of general business credits, if any, may be more complicated.
The decision to incorporate is an important one. These financial calculations and the considerations above are only some of the many
factors to consider. You can schedule a full consultation where we can review your unique tax situation in more depth and provide a better
estimate of tax savings. You may also want to seek the advice of an attorney to evaluate the full implications of entity selection and
formation. Our services and advice are not a substitute for an attorney, and neither we nor our tax professionals provide legal advice or
perform services performed by an attorney.
This worksheet is designed to estimate outcomes, but it does not predict actual results. Many additional factors could change the tax outcome, such as state taxes and other
items mentioned below. The information is based on current year rates and limits and will change based on the tax year in which these changes are made.
When you are ready to form your entity, we can help! Visit blockadvisors.com/incorporate to learn more.
FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508M 23_BUSSTRUCANALYS
 2023 TWO YEAR COMPARISON
HOLLY E SANTORO
434-55-1863 Keep for Your Records
2023 2022 Difference
Filing status HOH HOH

INCOME:
Wages, salaries, tips, etc.
Interest income
Ordinary dividend income
IRA distributions and pension income
Taxable social security income
Capital gain or (loss) (Schedule D)
Schedule 1 - Income
Refunds of state and local taxes
Alimony received
Business income or (loss) (Schedule C) 18,800 17,300 1,500
Other gains or (losses) (Form 4797)
Rental real estate, partnerships, estates, etc. (Schedule E)
Farm income or (loss) (Schedule F)
Unemployment compensation
Other income
Total income 18,800 17,300 1,500

ADJUSTMENTS:
Schedule 1 - Adjustments
Educator expenses
Busn expenses for reserviists, performing artists, etc
Health savings account deduction
Moving expenses
Deductible part of self-employment tax 1,328 1,222 106
Self-employed SEP, SIMPLE and qualified plans deduction
Self-employed health insurance
Penalty on early withdrawal of savings
Alimony paid
IRA contributions
Student loan interest deduction
Archer MSA deduction
Other adjustments
Total adjustments 1,328 1,222 106
ADJUSTED GROSS INCOME: 17,472 16,078 1,394

DEDUCTIONS:
Standard deduction or Itemized deductions 20,800 19,400 1,400
Charitable contributions if taking standard deduction N/A
If itemized, Schedule A deductions:
Medical and dental expenses
Sales, income, and other taxes paid 534 534
Interest paid
Gifts to charity
Casualty and theft losses
Other miscellaneous deductions
Qualified business income deduction
TAXABLE INCOME:

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0509M 23_ANALYS
 2023 TWO YEAR COMPARISON
HOLLY E SANTORO
434-55-1863 Keep for Your Records

2023 2022 Difference

TAX COMPUTATION (BEFORE CREDITS):

Tax
Tax calculation method TABLE Table
Schedule 2 - Taxes
Alternative minimum tax
Excess advance premium tax credit repayment
Total taxes
Tax rate 10% %

CREDITS:
Child and other dependents tax credit
Schedule 3 - Non-Refundable Credits
Foreign tax credit
Child care credit
Education credit
Retirement savings contribution credit
Other credits
Total credits

OTHER TAXES:
Schedule 2 - Other Taxes
Self-employment tax 2,656 2,444 212
Additional tax on IRAs
Other taxes
TOTAL TAXES: 2,656 2,444 212

PAYMENTS:
Federal income tax withheld
Estimated payments made
Earned income credit 6,604 6,935 -331
Refundable child tax credit or additional child tax credit 2,246 2,037 209
American opportunity credit

Schedule 3 - Refundable Credits & Payments

ACA premium tax credit
Qualified sick and family leave credit

Other payments
Total payments 8,850 8,972 -122

AMOUNT DUE / REFUND:

Amount overpaid 6,194 6,528 -334
Overpayment applied to next year
Refund 6,194 6,528 -334
Amount due
Penalty

Tax Calculation Methods:

Sch D = Sch D tax worksheet QDCGTW = Qual Div Cap Gain Tax WS TCW = Tax Comp Worksheet (rates)
Sch J = Inc Aver for Farmer/Fisherman F8615 = Child with unearned income TABLE = Tax Table
FEITW = Foreign Earned Income Tax WS
FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508M 23_ANALYS2
 Department of the Treasury--Internal Revenue Service
Form

1040 U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only--Do not write or staple in this space.

For the year Jan. 1-Dec. 31, 2023, or other tax year beginning , 2023, ending , 20 See separate instructions.
Your first name and middle initial Last name Your social security number
HOLLY E SANTORO 434-55-1863
If joint return, spouse's first name and middle initial Last name Spouse's social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
Check here if you, or your
4917 HAYSTACK ROAD spouse if filing jointly, want $3
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code to go to this fund. Checking a
DOBSON NC 27017 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse
Filing Status Single Married filing separately (MFS) X Head of household (HOH)
Check only Married filing jointly (even if only one had income) Qualifying surviving spouse (QSS)
one box.
If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child's name if the
qualifying person is a child but not your dependent:
Digital At any time during 2023, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell,
Assets exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes X No
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were a dual-status alien
Age/Blindness You: Were born before January 2, 1959 Are blind Spouse: Was born before January 2, 1959 Is blind
(4) Check the box if qualifies
Dependents (see instructions): (2) Social security (3) Relationship for (see inst.):
Child tax credit Credit for other
(1) First name Last name number to you dependents

If more
ANGEL JESUS PERALTA 771-86-9963 SON X
than four
dependents,
OSIEL ALEXANDESOLIS-SANTORO 006-69-0090 SON X
see instructions ERICK LUIS CHAVEZ SANTORO 768-32-8846 SON X
and check
here
Income 1a Total amount from Form(s) W-2, box 1 (see instructions) 1a
b Household employee wages not reported on Form(s) W-2 1b
Attach Form(s)
W-2 here. Also c Tip income not reported on line 1a (see instructions) 1c
attach Forms d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) 1d
W-2G and
1099-R if tax e Taxable dependent care benefits from Form 2441, line 26 1e
was withheld. f Employer-provided adoption benefits from Form 8839, line 29 1f
If you did not g Wages from Form 8919, line 6 1g
get a Form h Other earned income (see instructions) 1h
W-2, see Nontaxable combat pay election (see instructions)
instructions. i 1i
z Add lines 1a through 1h 1z
Attach 2a Tax-exempt interest 2a b Taxable interest 2b
Sch. B if
required. 3a Qualified dividends 3a b Ordinary dividends 3b
4a IRA distributions 4a b Taxable amount 4b
Standard 5a Pensions and annuities 5a b Taxable amount 5b
Deduction for- 6a Social security benefits 6a b Taxable amount 6b
Single or Married c If you elect to use the lump-sum election method, check here (see instructions)
filing separately,
$13,850
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here 7
Married filing 8 Additional income from Schedule 1, line 10 8 18,800
jointly or
Qualifying 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 9 18,800
surviving spouse,
$27,700
10 Adjustments to income from Schedule 1, line 26 10 1,328
Head of
11 Subtract line 10 from line 9. This is your adjusted gross income 11 17,472
household,
$20,800
12 Standard deduction or itemized deductions (from Schedule A) 12 20,800
If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A 13 0
any box under
Standard Ded.,
14 Add lines 12 and 13 14 20,800
see instructions. 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 15 0
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2023)

XQB 23 1040S1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Form 1040 (2023) HOLLY E SANTORO 434-55-1863 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 2,656
24 Add lines 22 and 23. This is your total tax 24 2,656
Payments 25 Federal income tax withheld from:
a Form(s) W-2 25a
b Form(s) 1099 25b
c Other forms (see instructions) 25c
d Add lines 25a through 25c 25d
26 2023 estimated tax payments and amount applied from 2022 return 26
If you have a
qualifying 27 Earned income credit (EIC) 27 6,604
child, attach
Sch. EIC. 28 Additional child tax credit from Schedule 8812 28 2,246
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 8,850
33 Add lines 25d, 26, and 32. These are your total payments 33 8,850
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid 34 6,194
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here 35a 6,194
Direct deposit? b Routing number 101089742 c Type: X Checking Savings
See instructions.
d Account number 4188471434
36 Amount of line 34 you want applied to your 2024 estimated tax 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe.
You Owe For details on how to pay, go to www.irs.gov/Payments or see instructions 37
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 X
Yes. Complete below. No
Designee's Phone Personal identification
name H AND R BLOCK no. 336-372-4197 number (PIN) 22004
Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here
Your signature Date Your occupation If the IRS sent you an Identity
Joint return? Protection PIN, enter
See instructions. PAINTER it here (see inst.)
Keep a copy for Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent your spouse an Identity
your records. Protection PIN, enter
it here (see inst.)

Phone no. 3367622683 Email address [email protected]

Preparer's name Preparer's signature Date PTIN Check if:
Paid
SHERRY GENTRY 02/19/2024P00515650 Self-employed
Preparer Firm's name H AND R BLOCK Phone no. 336-372-4197
Use Only Firm's address 323 N MAIN ST
SPARTA NC 28675 Firm's EIN 853369416
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2023)

XQB 23 1040S2 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
SCHEDULE 1 OMB No. 1545-0074
(Form 1040) Additional Income and Adjustments to Income
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Go to www.irs.gov/Form1040 for instructions and the latest information. Attachment
Internal Revenue Service Sequence No. 01
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
HOLLY E SANTORO 434-55-1863
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes 1
2a Alimony received 2a
b Date of original divorce or separation agreement (see instructions):
3 Business income or (loss). Attach Schedule C 3 18,800
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
z Other income. List type and amount:
8z 0
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 18,800
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2023
XQB 23 1040SCH1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Schedule 1 (Form 1040) 2023 HOLLY E SANTORO 434-55-1863 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 1,328
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 1,328
XQB 23 1040SCH12 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. Schedule 1 (Form 1040) 2023
 OMB No. 1545-0074
SCHEDULE 2 Additional Taxes
(Form 1040)
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Attachment
Go to www.irs.gov/Form1040 for instructions and the latest information.
Internal Revenue Service Sequence No. 02
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
HOLLY E SANTORO 434-55-1863
Part l Tax
1 Alternative minimum tax. Attach Form 6251 1
2 Excess advance premium tax credit repayment. Attach Form 8962 2
3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 3
Part ll Other Taxes
4 Self-employment tax. Attach Schedule SE 4 2,656
5 Social security and Medicare tax on unreported tip income.
Attach Form 4137 5
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
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) 2023

XQB 23 1040SCH2 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Schedule 2 (Form 1040) 2023 HOLLY E SANTORO 434-55-1863 Page 2
Part ll 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 Reserved for future use 19
20 Section 965 net tax liability installment from Form 965-A 20
21 Add lines 4, 7 through 16, and 18. These are your total other taxes. Enter here
and on Form 1040 or 1040-SR, line 23, or Form 1040-NR, line 23b 21 2,656
Schedule 2 (Form 1040) 2023

XQB 23 1040SCH22 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
1
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074
(Form 1040) (Sole Proprietorship)
Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065.
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/ScheduleC for instructions and the latest information. Sequence No. 09
Name of proprietor Social security number (SSN)
HOLLY E SANTORO 434-55-1863
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
All other personal services 812990
C Business name. If no separate business name, leave blank. D Employer ID no. (EIN) (see instr.)

J AND V ALL IN ONE SERVICES

E Business address (including suite or room no.) 4917 HAYSTACK ROAD
City, town or post office, state, and ZIP code DOBSON, NC 27017
F Accounting method: (1) X Cash (2) Accrual (3) Other (specify)
G Did you ``materially participate" in the operation of this business during 2023? If ``No," see instructions for limit on losses X Yes No
H If you started or acquired this business during 2023, check here
I Did you make any payments in 2023 that would require you to file Form(s) 1099? See instructions Yes X No
J If ``Yes," did you or will you file required Form(s) 1099? Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the ``Statutory employee" box on that form was checked 1 19,000
2 Returns and allowances 2
3 Subtract line 2 from line 1 3 19,000
4 Cost of goods sold (from line 42) 4
5 Gross profit. Subtract line 4 from line 3 5 19,000
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) 6
7 Gross income. Add lines 5 and 6 7 19,000
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising 8 18 Office expense (see instructions). 18
9 Car and truck expenses (see 19 Pension & profit-sharing plans. 19
instructions) 9 20 Rent or lease (see instructions):
10 Commissions and fees 10 a Vehicles, machinery, and equipment 20a
11 Contract labor (see instructions) 11 b Other business property 20b
12 Depletion 12 21 Repairs and maintenance 21
13 Depreciation and section 179 22 Supplies (not included in Part III) 22 200
expense deduction (not 23 Taxes and licenses 23
included in Part III) (see instr.) 13 24 Travel and meals:
14 Employee benefit programs a Travel 24a
(other than on line 19) 14 b Deductible meals (see instr.) 24b
15 Insurance (other than health) 15 25 Utilities 25
16 Interest (see instructions): 26 Wages (less employment credits) 26
a Mortgage (paid to banks, etc.) 16a 27 a Other expenses (from line 48) 27a
b Other 16b b Energy efficient commercial bldgs
17 Legal and professional services 17 deduction (attach Form 7205) 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27b 28 200
29 Tentative profit or (loss). Subtract line 28 from line 7 29 18,800
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method. See instructions.
Simplified method filers only: Enter the total square footage of (a) your home:
and (b) the part of your home used for business: . Use the Simplified
Method Worksheet in the instructions to figure the amount to enter on line 30 30
31 Net profit or (loss). Subtract line 30 from line 29.
If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2.
(If you checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3. 31 18,800
If a loss, you must go to line 32.
32 If you have a loss, check the box that describes your investment in this activity. See instructions.
If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on 32a All investment is at risk.
Schedule SE, line 2. (If you checked the box on line 1, see the line 31 instructions). Estates 32b Some investment is not
and trusts, enter on Form 1041, line 3. at risk.
If you checked 32b, you must attach Form 6198. Your loss may be limited.
For Paperwork Reduction Act Notice, see the separate instructions. Schedule C (Form 1040) 2023
XQB 23 C1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
SCHEDULE SE OMB No. 1545-0074
(Form 1040) Self-Employment Tax
Attach to Form 1040, 1040-SR, 1040-SS, or 1040-NR.
Department of the Treasury 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
HOLLY E SANTORO with self-employment income 434-55-1863
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 18,800
3 Combine lines 1a, 1b, and 2 3 18,800
4a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 4a 17,362
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 17,362
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 17,362
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 2023 7 160,200
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 $160,200 or more, skip lines
8b through 10, and go to line 11 8a
b Unreported tips subject to social security tax from Form 4137, line 10 8b
c Wages subject to social security tax from Form 8919, line 10 8c
d Add lines 8a, 8b, and 8c 8d
9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 9 160,200
10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) 10 2,153
11 Multiply line 6 by 2.9% (0.029) 11 503
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 2,656
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 1,328
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2023

XQB 23 SE1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
 OMB No. 1545-0074
SCHEDULE EIC
(Form 1040) Earned Income Credit
Qualifying Child Information

Complete and attach to Form 1040 or 1040-SR only if you have a qualifying child.
Department of the Treasury Go to www.irs.gov/ScheduleEIC for the latest information. Attachment
Internal Revenue Service Sequence No. 43
Name(s) shown on return Your social security number
HOLLY E SANTORO 434-55-1863
If you are separated from your spouse, filing a separate return, and meet the requirements to claim the EIC (see instructions), check here

Before you begin: See the instructions for Form 1040, line 27, to make sure that (a) you can take the EIC, and (b) you have a
qualifying child. See also Pub. 596.
Be sure the child's name on line 1 and social security number (SSN) on line 2 agree with the child's social
security card. Otherwise, at the time we process your return, we may reduce your EIC. If the name or SSN on
the child's social security card is not correct, call the Social Security Administration at 800-772-1213.
If you have a child who meets the conditions to be your qualifying child for purposes of claiming the EIC, but that
child doesn't have an SSN as defined in the instructions for Form 1040, line 27, see the instructions.
You can't claim the EIC for a child who didn't live with you for more than half of the year.
If your child doesn't have an SSN as defined in the instructions for Form 1040, line 27, see the instructions.
! If you take the EIC even though you are not eligible, you may not be allowed to take the credit for up to 10 years.
CAUTION See the instructions for details.
It will take us longer to process your return and issue your refund if you do not fill in all lines that apply for each qualifying child.

Qualifying Child Information Child 1 Child 2 Child 3

First name Last name First name Last name First name Last name
1 Child's name
If you have more than three qualifying
children, you have to list only three to get ANGEL JESUS OSIEL ALEXAN
the maximum credit. PERALTA SOLIS-SANTOR
2 Child's SSN
The child must have an SSN as defined in
the instructions for Form 1040, line 27,
unless the child was born and died in 2023
or you are claiming the self-only EIC (see
instructions). If your child was born and
died in 2023 and did not have an SSN,
enter ``Died'' on this line and attach a copy
of the child's birth certificate, death
certificate, or hospital medical records
showing a live birth. 771-86-9963 006-69-0090
3 Child's year of birth Year 2009 Year 2011 Year
If born after 2004 and the child If born after 2004 and the child If born after 2004 and the child
is younger than you (or your is younger than you (or your is younger than you (or your
spouse, if filing jointly), skip lines spouse, if filing jointly), skip lines spouse, if filing jointly), skip lines
4a and 4b; go to line 5. 4a and 4b; go to line 5. 4a and 4b; go to line 5.

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

2023, a student, and younger than you (or Yes. No. Yes. No. Yes. No.
your spouse, if filing jointly)?
Go to Go to line 4b. Go to Go to line 4b. Go to Go to line 4b.
line 5. line 5. line 5.
b Was the child permanently and totally
disabled during any part of 2023? Yes. No. Yes. No. Yes. No.
Go to The child is not a Go to The child is not a Go to The child is not a
line 5. qualifying child. line 5. qualifying child. line 5. qualifying child.

5 Child's relationship to you

(for example, son, daughter, grandchild,
niece, nephew, eligible foster child, etc.) SON SON
6 Number of months child lived
with you in the United States
during 2023
If the child lived with you for more than half of
2023 but less than 7 months, enter ``7."
If the child was born or died in 2023 and
your home was the child's home for more 12 months 12 months months
than half the time he or she was alive Do not enter more than 12 Do not enter more than 12 Do not enter more than 12
during 2023, enter ``12." months. months. months.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule EIC (Form 1040) 2023
XQB 23 EIC1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
SCHEDULE 8812 Credits for Qualifying Children OMB No. 1545-0074
(Form 1040) and Other Dependents
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Go to www.irs.gov/Schedule8812 for instructions and the latest information. Attachment
Internal Revenue Service Sequence No. 47
Name(s) shown on return Your social security number
HOLLY E SANTORO 434-55-1863
Part I Child Tax Credit and Credit for Other Dependents
1 Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR 1 17,472
2a Enter income from Puerto Rico that you excluded 2a
b Enter the amounts from lines 45 and 50 of your Form 2555 2b
c Enter the amount from line 15 of your Form 4563 2c
d Add lines 2a through 2c 2d
3 Add lines 1 and 2d 3 17,472
4 Number of qualifying children under age 17 with the required social security no. 4 2
5 Multiply line 4 by $2,000 5 4,000
6 Number of other dependents, including any qualifying children who are not
under age 17 or who do not have the required social security number 6 1
Caution: Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S.
resident alien. Also, do not include anyone you included on line 4.
7 Multiply line 6 by $500 7 500
8 Add lines 5 and 7 8 4,500
9 Enter the amount shown below for your filing status.
Married filing jointly--$400,000
All other filing statuses--$200,000 9 200,000
10 Subtract line 9 from line 3.
If zero or less, enter -0-.
If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For
example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc. 10 0
11 Multiply line 10 by 5% (0.05) 11
12 Is the amount on line 8 more than the amount on line 11? 12 4,500
No. STOP. You cannot take the child tax credit, credit for other dependents, or additional child tax credit.
Skip Parts II-A and II-B. Enter -0- on lines 14 and 27.
X Yes. Subtract line 11 from line 8. Enter the result.
13 Enter the amount from Credit Limit Worksheet A 13
14 Enter the smaller of line 12 or line 13. This is your child tax credit and credit for other dependents 14 0
Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 19.
If the amount on line 12 is more than the amount on line 14, you may be able to take the additional child tax credit
on Form 1040, 1040-SR, or 1040-NR, line 28. Complete your Form 1040, 1040-SR, or 1040-NR through line 27
(also complete Schedule 3, line 11) before completing Part II-A.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 8812 (Form 1040) 2023

XQB 23 88121 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Schedule 8812 (Form 1040) 2023 HOLLY E SANTORO Page 2
Part II-A Additional Child Tax Credit for All Filers
Caution: If you file Form 2555, you cannot claim the additional child tax credit.
15 Check this box if you do not want to claim the additional child tax credit. Skip Parts II-A and II-B. Enter -0- on line 27
16a Subtract line 14 from line 12. If zero, stop here; you cannot take the additional child tax credit. Skip Parts II-A
and II-B. Enter -0- on line 27 16a 4,500
b Number of qualifying children under 17 with the required social security number: 2 x $1,600.
Enter the result. If zero, stop here; you cannot claim the additional child tax credit. Skip Parts II-A and II-B.
Enter -0- on line 27 16b 3,200
TIP: The number of children you use for this line is the same as the number of children you used for line 4.
17 Enter the smaller of line 16a or line 16b 17 3,200
18a Earned income (see instructions) 18a 17,472
b Nontaxable combat pay (see instructions) 18b
19 Is the amount on line 18a more than $2,500?
No. Leave line 19 blank and enter -0- on line 20.
X Yes. Subtract $2,500 from the amount on line 18a. Enter the result 19 14,972
20 Multiply the amount on line 19 by 15% (0.15) and enter the result 20 2,246
Next. On line 16b, is the amount $4,800 or more?
X No. If you are a bona fide resident of Puerto Rico, go to line 21. Otherwise, skip Part II-B and enter the
smaller of line 17 or line 20 on line 27.
Yes. If line 20 is equal to or more than line 17, skip Part II-B and enter the amount from line 17 on
line 27. Otherwise, go to line 21.
Part II-B Certain Filers Who Have Three or More Qualifying Children and Bona Fide Residents of Puerto Rico
21 Withheld social security, Medicare, and Additional Medicare taxes from Form(s)
W-2, boxes 4 and 6. If married filing jointly, include your spouse's amounts with
yours. If your employer withheld or you paid Additional Medicare Tax or tier 1
RRTA taxes, or if you are a bona fide resident of Puerto Rico, see instructions. 21
22 Enter the total of the amounts from Schedule 1 (Form 1040), line 15; Schedule 2
(Form 1040), line 5; Schedule 2 (Form 1040), line 6; and Schedule 2
(Form 1040), line 13 22
23 Add lines 21 and 22 23
24 1040 and
1040-SR filers: Enter the total of the amounts from Form 1040 or 1040-SR,
line 27, and Schedule 3 (Form 1040), line 11.
1040-NR filers: Enter the amount from Schedule 3 (Form 1040), line 11. 24
25 Subtract line 24 from line 23. If zero or less, enter -0- 25 0
26 Enter the larger of line 20 or line 25 26
Next, enter the smaller of line 17 or line 26 on line 27.
Part II-C Additional Child Tax Credit
27 This is your additional child tax credit. Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 28. 27 2,246
XQB 23 88122 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. Schedule 8812 (Form 1040) 2023
Form 8995 Qualified Business Income Deduction OMB No. 1545-2294
Simplified Computation
Attach to your tax return. Attachment
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/Form8995 for instructions and the latest information. Sequence No. 55
Name(s) shown on return Your taxpayer identification number

HOLLY E SANTORO 434-55-1863

Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is at or below $182,100 ($364,200 if married
filing jointly), and you aren't a patron of an agricultural or horticultural cooperative.

1 (a) Trade, business, or aggregation name (b) Taxpayer identification (c) Qualified business
number income or (loss)

i J AND V ALL IN ONE SERVICES 434-55-1863 17,472

ii

iii

iv

v
2 Total qualified business income or (loss). Combine lines 1i through 1v, column (c) 2 17,472
3 Qualified business net (loss) carryforward from the prior year 3 ( 0 )
4 Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- 4 17,472
5 Qualified business income component. Multiply line 4 by 20% (0.20) 5 3,494
6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions) 6
7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior year 7 ( )
8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero
or less, enter -0- 8 0
9 REIT and PTP component. Multiply line 8 by 20% (0.20) 9
10 Qualified business income deduction before the income limitation. Add lines 5 and 9 10 3,494
11 Taxable income before qualified business income deduction (see instructions) 11
12 Enter your net capital gain, if any, increased by any qualified dividends
(see instructions) 12
13 Subtract line 12 from line 11. If zero or less, enter -0- 13
14 Income limitation. Multiply line 13 by 20% (0.20) 14
15 Qualified business income deduction. Enter the smaller of line 10 or line 14. Also enter this amount on
the applicable line of your return (see instructions) 15 0
16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- 16 ( )
17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0- 17 ( )
For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8995 (2023)

XQB 23 89951 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Form 8867 Paid Preparer's Due Diligence Checklist OMB No. 1545-0074
Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC), For tax year
Child Tax Credit (CTC) (including the Additional Child Tax Credit (ACTC) and
(Rev. November 2023) Credit for Other Dependents (ODC)), and Head of Household (HOH) Filing Status 20 23
To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or
Department of the Treasury 1040-SS. Attachment
Internal Revenue Service Go to www.irs.gov/Form8867 for instructions and the latest information. Sequence No. 70
Taxpayer name(s) shown on return Taxpayer identification number
HOLLY E SANTORO 434-55-1863
Preparer's name Preparer tax identification number
Sherry Gentry P00515650
Part I Due Diligence Requirements
Please check the appropriate box for the credit(s) and/or HOH filing status claimed on the return and complete the related Parts I-V
for the benefit(s) claimed (check all that apply). X EIC X CTC/ACTC/ODC AOTC X HOH
1 Did you complete the return based on information for the applicable tax year provided by the taxpayer Yes No N/A
or reasonably obtained by you? X
2 If credits are claimed on the return, did you complete the applicable EIC and/or CTC/ACTC/ODC
worksheets found in the Form 1040, 1040-SR, 1040-NR, 1040-PR, 1040-SS, or Schedule 8812 (Form
1040) instructions, and/or the AOTC worksheet found in the Form 8863 instructions, or your own
worksheet(s) that provides the same information, and all related forms and schedules for each credit
claimed? X
3 Did you satisfy the knowledge requirement? To meet the knowledge requirement, you must do both of
the following.
Interview the taxpayer, ask questions, and contemporaneously document the taxpayer's responses to
determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing status.
Review information to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of any credit(s) X
4 Did any information provided by the taxpayer or a third party for use in preparing the return, or
information reasonably known to you, appear to be incorrect, incomplete, or inconsistent? (If ``Yes,"
answer questions 4a and 4b. If ``No," go to question 5.) X
a Did you make reasonable inquiries to determine the correct, complete, and consistent information?
b Did you contemporaneously document your inquiries? (Documentation should include the questions
you asked, whom you asked, when you asked, the information that was provided, and the impact the
information had on your preparation of the return.)
5 Did you satisfy the record retention requirement? To meet the record retention requirement, you must
keep a copy of your documentation referenced in question 4b, a copy of this Form 8867, a copy of any
applicable worksheet(s), a record of how, when, and from whom the information used to prepare Form
8867 and any applicable worksheet(s) was obtained, and a copy of any document(s) provided by the
taxpayer that you relied on to determine eligibility for the credit(s) and/or HOH filing status or to figure
the amount(s) of the credit(s) X
List those documents provided by the taxpayer, if any, that you relied on:
Did not rely on docs, noted in file

6 Did you ask the taxpayer whether he/she could provide documentation to substantiate eligibility for the
credit(s) and/or HOH filing status and the amount(s) of any credit(s) claimed on the return if his/her
return is selected for audit? X
7 Did you ask the taxpayer if any of these credits were disallowed or reduced in a previous year? X
(If credits were disallowed or reduced, go to question 7a; if not, go to question 8.)
a Did you complete the required recertification Form 8862?
8 If the taxpayer is reporting self-employment income, did you ask questions to prepare a complete and
correct Schedule C (Form 1040)? X
For Paperwork Reduction Act Notice, see separate instructions. Form 8867 (Rev. 11-2023)
XQB 23 88671 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
Form 8867 (Rev. 11-2023) Page 2
Part II Due Diligence Questions for Returns Claiming EIC (If the return does not claim EIC, go to Part III.)
9a Have you determined that the taxpayer is eligible to claim the EIC for the number of qualifying Yes No N/A
children claimed, or is eligible to claim the EIC without a qualifying child? (If the taxpayer is claiming the EIC
and does not have a qualifying child, go to question 10.) X
b Did you ask the taxpayer if the child lived with the taxpayer for over half of the year, even if the taxpayer
has supported the child the entire year? X
c Did you explain to the taxpayer the rules about claiming the EIC when a child is the qualifying child of
more than one person (tiebreaker rules)? X
Part III Due Diligence Questions for Returns Claiming CTC/ACTC/ODC (If the return does not claim CTC, ACTC, or ODC, go to Part IV.)
10 Have you determined that each qualifying person for the CTC/ACTC/ODC is the taxpayer's dependent who is Yes No N/A
a citizen, national, or resident of the United States? X
11 Did you explain to the taxpayer that he/she may not claim the CTC/ACTC if the child has not lived with
the taxpayer for over half of the year, even if the taxpayer has supported the child, unless the child's
custodial parent has released a claim to exemption for the child? X
12 Did you explain to the taxpayer the rules about claiming the CTC/ACTC/ODC for a child of divorced or
separated parents (or parents who live apart), including any requirement to attach a Form 8332 or similar
statement to the return? X
Part IV Due Diligence Questions for Returns Claiming AOTC (If the return does not claim AOTC, go to Part V.)
13 Did the taxpayer provide substantiation for the credit, such as a Form 1098-T and/or receipts for the qualified Yes No
tuition and related expenses for the claimed AOTC?
Part V Due Diligence Questions for Claiming HOH (If the return does not claim HOH filing status, go to Part VI.)
14 Have you determined that the taxpayer was unmarried or considered unmarried on the last day of the tax year Yes No
and provided more than half of the cost of keeping up a home for the year for a qualifying person? X
Part VI Eligibility Certification
You will have complied with all due diligence requirements for claiming the applicable credit(s) and/or HOH filing
status on the return of the taxpayer identified above if you:
A. Interview the taxpayer, ask adequate questions, contemporaneously document the taxpayer's responses on the return or
in your notes, review adequate information to determine if the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of the credit(s);
B. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for any applicable
credit(s) claimed and HOH filing status, if claimed;
C. Submit Form 8867 in the manner required; and
D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under
Document Retention.
1. A copy of this Form 8867.
2. The applicable worksheet(s) or your own worksheet(s) for any credit(s) claimed.
3. Copies of any documents provided by the taxpayer on which you relied to determine the taxpayer's eligibility for the
credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
4. A record of how, when, and from whom the information used to prepare this form and the applicable worksheet(s) was
obtained.
5. A record of any additional information you relied upon, including questions you asked and the taxpayer's responses, to
determine the taxpayer's eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
If you have not complied with all due diligence requirements, you may have to pay a penalty for each failure to
comply related to a claim of an applicable credit or HOH filing status (see instructions for more information).

15 Do you certify that all of the answers on this Form 8867 are, to the best of your knowledge, true, correct, and Yes No
complete? X
Form 8867 (Rev. 11-2023)

XQB 23 88672 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
 OMB No. 1545-0074
Form 8962 Premium Tax Credit (PTC)
Attach to Form 1040, 1040-SR, or 1040-NR. Attachment
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/Form8962 for instructions and the latest information. Sequence No. 73
Name shown on your return Your social security number
HOLLY E SANTORO 434-55-1863
A. You cannot take the PTC if your filing status is married filing separately unless you qualify for an exception. See instructions. If you qualify, check the box

Part I Annual and Monthly Contribution Amount

1 Tax family size. Enter your tax family size. See instructions 1 4
2a Modified AGI. Enter your modified AGI. See instructions 2a 17,472
b Enter the total of your dependents' modified AGI. See instructions 2b
3 Household income. Add the amounts on lines 2a and 2b. See instructions 3 17,472
4 Federal poverty line. Enter the federal poverty line amount from Table 1-1, 1-2, or 1-3. See instructions. Check
the appropriate box for the federal poverty table used. a Alaska b Hawaii c X Other 48 states and DC 4 27,750
5 Household income as a percentage of federal poverty line (see instructions) 5 62 %
6 Reserved for future use
7 Applicable figure. Using your line 5 percentage, locate your ``applicable figure'' on the table in the instructions 7 0.0000
8a Annual contribution amount. Multiply b Monthly contribution amount. Divide line 8a
line 3 by line 7. Round to nearest
whole dollar amount 8a 0 by 12. Round to nearest whole dollar amount 8b 0
Part II Premium Tax Credit Claim and Reconciliation of Advance Payment of Premium Tax Credit
9 Are you allocating policy amounts with another taxpayer or do you want to use the alternative calculation for year of marriage? See instr.
Yes. Skip to Part IV, Allocation of Policy Amounts, or Part V, Alternative Calculation for Year of Marriage. X No. Continue to line 10.
10 See the instructions to determine if you can use line 11 or must complete lines 12 through 23.
Yes. Continue to line 11. Compute your annual PTC. Then skip lines 12-23 X No. Continue to lines 12-23. Compute
and continue to line 24. your monthly PTC and continue to line 24.
(a) Annual enrollment (b) Annual applicable (c) Annual (d) Annual maximum (e) Annual premium (f) Annual advance
Annual premiums (Form(s) SLCSP premium contribution amount premium assistance tax credit allowed payment of PTC
Calculation (Form(s) 1095-A, (line 8a) (subtract (c) from (b); if
(smaller of (a) or (d)) (Form(s) 1095-A,
1095-A, line 33A) line 33B) zero or less, enter -0-) line 33C)
11 Annual Totals 0 0
(a) Monthly enrollment (b) Monthly applicable (c) Monthly (d) Monthly maximum (e) Monthly premium (f) Monthly advance
premiums (Form(s) SLCSP premium (Form(s) contribution amount payment of PTC
Monthly (amount from line 8b premium assistance tax credit allowed
Calculation 1095-A, lines 21-32, 1095-A, lines or alternative marriage (subtract (c) from (b); if
(smaller of (a) or (d))
(Form(s) 1095-A, lines
column A) 21-32, column B) monthly calculation) zero or less, enter -0-) 21-32, column C)

12 January 371 435 435 371 371

13 February 371 435 435 371 371
14 March 371 435 435 371 371
15 April
16 May
17 June
18 July
19 August
20 September
21 October
22 November
23 December
24 Total premium tax credit. Enter the amount from ln. 11(e) or add lns. 12(e) through 23(e) and enter the total here 24 1,113
25 Advance payment of PTC. Enter the amount from ln. 11(f) or add lns. 12(f) through 23(f) and enter the total here 25 1,113
26 Net premium tax credit. If line 24 is greater than line 25, subtract line 25 from line 24. Enter the difference here and
on Schedule 3 (Form 1040), line 9. If line 24 equals line 25, enter -0-. Stop here.
If line 25 is greater than line 24, leave this line blank and continue to line 27 26
Part III Repayment of Excess Advance Payment of the Premium Tax Credit
27 Excess advance payment of PTC. If line 25 is greater than line 24, subtract line 24 from line 25. Enter the difference here 27
28 Repayment limitation (see instructions) 28
29 Excess advance premium tax credit repayment. Enter the smaller of line 27 or line 28 here and on Schedule 2
(Form 1040), line 2 29
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8962 (2023)

XQB 23 89621 BWO 1040 U Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
 CLIENT COPY
IRS e-file Signature Authorization
Form 8879
(Rev. January 2021) OMB No. 1545-0074
ERO must obtain and retain completed Form 8879.
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/Form8879 for the latest information.

Submission Identification Number (SID)

Taxpayer's name Social security number

HOLLY E SANTORO 434-55-1863
Spouse's name Spouse's social security number

Part I Tax Return Information -- Tax Year Ending December 31, 2023 (Enter year you are authorizing.)
Enter whole dollars only on lines 1 through 5.
Note: Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank.
1 Adjusted gross income 1 17,472
2 Total tax 2 2,656
3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 3
4 Amount you want refunded to you 4 6,194
5 Amount you owe 5
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of the income tax return (original or amended) I am now authorizing, and to the
best of my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income
tax return (original or amended) I am now authorizing. I consent to allow my intermediate service provider, transmitter, or electronic return originator
(ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission,
(b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its
designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax
preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the
entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization.
To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received
no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic
payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that
the personal identification number (PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable,
my Electronic Funds Withdrawal Consent.
Taxpayer's PIN: check one box only
X I authorize H AND R BLOCK to enter or generate my PIN 11863 as my
ERO firm name Enter five digits, but
signature on the income tax return (original or amended) I am now authorizing. don't enter all zeros
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part lll below.

Your signature SIGNATURE AND DATE ON FILE Date 02-19-2024

Spouse's PIN: check one box only
I authorize to enter or generate my PIN as my
ERO firm name Enter five digits, but
signature on the income tax return (original or amended) I am now authorizing. don't enter all zeros
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Spouse's signature Date

Practitioner PIN Method Returns Only -- continue below
Part III Certification and Authentication -- Practitioner PIN Method Only

ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 56751022004
Don't enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now
authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the
requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

ERO's signature Date 02-19-2024

ERO Must Retain This Form -- See Instructions
Don't Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8879 (Rev. 01-2024)
FDA 23 88791 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. 23_8879CC
 2023 SCHEDULE 8812 CREDIT LIMIT WORKSHEET B
HOLLY E SANTORO
434-55-1863 Keep for Your Records
Before you begin: v/ Complete the Earned Income Worksheet in the instructions.

v/ 1040 and 1040-SR Filers: Complete line 27; Schedule 2, line 5; Schedule 2, line 6; Schedule 2, line 13;
and Schedule 3, line 11 of your return if they apply to you.

v/ 1040-NR Filers: Complete Schedule 2, line 5; Schedule 2, line 6; Schedule 2, line 13; and
Schedule 3, line 11 of your return if they apply to you.
! Use this worksheet only if you meet each of the items discussed under line 3 of Credit Limit Worksheet A, including
Caution
that you are not filing Form 2555.

1. Enter the amount from Schedule 8812, line 12 1 4,500

2. Number of qualifying children under 17 with the required social security

number: 2 x $1,600. Enter the result 2 3,200
TIP: The number of children you use for this line is the same as the number of children
you used for line 4 of Schedule 8812.

3. Enter your earned income from line 7 of the Earned

Income Worksheet 3 17,472
4. Is the amount on line 3 more than $2,500?
No. Leave line 4 blank, enter -0- on line 5, and go
to line 6 4 14,972
X Yes. Subtract $2,500 from the amount on line 3.
Enter the result.

5. Multiply the amount on line 4 by 15% (0.15) and enter the result 5 2,246
6. On line 2 of this worksheet, is the amount $4,800 or more?
X No.
If you are a bona fide resident of Puerto Rico and line 5 above is less than
line 1 above, go to line 7. Otherwise, leave lines 7 through 10 blank, enter
-0- on line 11, and go to line 12.

Yes. If line 5 above is equal to or more than line 1 above, leave lines 7 through 10
blank, enter -0- on line 11, and go to line 12. Otherwise, go to line 7.

7. If your employer withheld or you paid Additional Medicare Tax or Tier 1 RRTA taxes, use the
Additional Medicare Tax and RRTA Tax Worksheet to figure the amount to enter; otherwise
If married filing enter the following amounts.
jointly, include Social security tax withheld from Form(s) W-2 box 4, and
your spouse's
Puerto Rico Form(s) 499R-2/W-2PR, box 21, and
amounts with
yours when Medicare tax withheld from Form(s) W-2, box 6, and
completing lines Puerto Rico Form(s) 499R-2/W-2PR, box 23 7
7 and 8.

8. Enter the total of any amounts from -

Schedule 1, line 15;
Schedule 2, line 5; 8
Schedule 2, line 6; and
Schedule 2, line 13.

9. Add lines 7 and 8. Enter the total 9

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. S0509M 23_8812CLWB1
 2023 SCHEDULE 8812 CREDIT LIMIT WORKSHEET B - CONT.
HOLLY E SANTORO
434-55-1863 Keep for Your Records

10. 1040 and 1040-SR filers. Enter the total of the

amounts from Form 1040 or 1040-SR, line 27, and
Schedule 3, line 11. 10
1040-NR filers. Enter the amount from
Schedule 3, line 11.

11. Subtract line 10 from line 9. If the result is zero or less, enter -0- 11 0

12. Enter the larger of line 5 or line 11 12 2,246

13. Enter the smaller of line 2 or line 12 13 2,246

14. Is the amount on line 13 of this worksheet more than the amount on line 1?
X No. Subtract line 13 from line 1. Enter the result.
Yes. Enter -0-. 14 2,254

Next, figure the amount of any of the following credits that you are claiming.
Mortgage interest credit, Form 8396.
Adoption credit, Form 8839.
Residential clean energy credit, Form 5695, Part I.
District of Columbia first-time homebuyer credit, Form 8859.

Then, go to line 15.

15. Enter the total of the amounts from -

Schedule 3, line 5a
Schedule 3, line 6c
Schedule 3, line 6g, and 15
Schedule 3, line 6h Enter this amount on
line 4 of Credit Limit
Worksheet A.

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. S0509M 23_8812CLWB2
 2022 ADDITIONAL CHILD TAX CREDIT (ACTC) WORKSHEET - PART II, LINE 3
HOLLY E SANTORO
434-55-1863 Keep for Your Records

1. Do you have one or more qualifying children under age 17 with the required SSN?
No. Stop. You can't claim the credit.
X Yes. Go to line 2.

2. Number of qualifying children under age 17 with the required SSN: 2 x $1,500. Enter the result 2. 3,200
3. Enter the amount from Part II, line 1 3. 18,800
4. Enter the amount shown below for your filing status.
Married filing jointly - $400,000
All other filing statuses - $200,000 4. 200,000
5. Is the amount on line 3 more than the amount on line 4?
X No. Leave line 5 blank. Enter the amount from line 2 on line 11, and go to line 12.
Yes. Subtract line 4 from line 3. If the result isn't a multiple
of $1,000, increase it to the next multiple of $1,000 (for example,
increase $425 to $1,000, increase $1,025 to $2,000, etc.) 5.

6. Multiply the amount on line 5 by 5% (.05). Enter the result 6.

7. Number of qualifying children from line 2 x $2,000. Enter the result 7.

8. Number of other dependents, including children who are not under

age 17 x $500. Enter the result. See Line 8 instructions 8.

9. Add lines 7 and 8 9.

10. Is the amount on line 9 more than the amount on line 6?
No. Stop. You cannot claim the credit.
Yes. Subtract line 6 from line 9. Enter the result 10.

11. Enter the smaller of line 2 or line 10 11. 3,200

12. Enter the total, if any, of:
One-half of Part V, line 12, self-employment tax plus
One-half of the Additional Medicare Tax you paid on
self-employment income (Form 8959, line 13) 12. 1,328
13. Enter the total of any:
Amount from Part II, line 2, plus
Employee social security and Medicare tax on tips not reported to
employer from Form 4137 and shown on the dotted line next to
Part I, line 6, plus
Uncollected employee social security and Medicare tax on wages
from Form 8919 shown on the dotted line next to Part I, line 6, plus
Uncollected employee social security tax and Medicare tax on tips
and group-term life insurance (see instructions for Part I, line 6)
shown on the dotted line next to Part I, line 6, plus
Amount on Form 8959, line 7 13.

14. Add lines 12 and 13. Enter the result 14.

15. Enter the amount, if any, of Additional Medicare Tax withheld (Form 8959,
line 22) 15.
16. Subtract line 15 from line 14. Enter the result 16. 1,328
17. Enter the amount, if any, from Part I, line 8 17.
18. Is the amount on line 16 more than the amount on line 17?
No. Stop. You can't claim the credit.
Yes. Subtract line 17 from line 16. Enter the result 18. 1,328
19. Additional child tax credit. Enter the smaller of line 11 or line 18 here and on
Form 1040-SS, Part II, line 3 19. 1,328
FDA Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. S1114O 22_T8812PR
 2023 WORKSHEET B, EARNED INCOME CREDIT (EIC) - LINE 27
HOLLY E SANTORO
434-55-1863 Keep for Your Records

Use this worksheet if you answered "Yes" to Step 5, question 2.

v/ Complete the parts below (Parts 1 through 3) that apply to you. Then, continue to Part 4.
v/ If you are married filing a joint return, include your spouse's amounts, if any, with yours to figure the amounts to enter in
Parts 1 through 3.

PART 1
Self-Employed, 1a. Enter the amount from Schedule SE, Part I, line 3 1a 18,800
Members of the b. Enter any amount from Schedule SE, Part I, line 4b and line 5a + 1b
Clergy, and c. Combine lines 1a and 1b = 1c 18,800
People With d. Enter the amount from Schedule SE, Part I, line 13 - 1d 1,328
Church Employee
Income Filing e. Subtract line 1d from line 1c = 1e
17,472
Schedule SE

PART 2 2. Don't include on these lines any statutory employee income, any net profit from services
performed as a notary public, any amount exempt from self-employment tax as the result
of the filing and approval of Form 4029 or Form 4361, or any other amounts exempt from
self-employment tax.
Self-Employed
NOT Required a. Enter any net farm profit or (loss) from Schedule F, line 34; and from farm
To File partnerships, Schedule K-1 (Form 1065), box 14, code A*
2a
Schedule SE b. Enter any net profit or (loss) from Schedule C, line 31; and
For example, your Schedule K-1 (Form 1065), box 14, code A (other than 2b
net earnings from farming)* +
self-employment
were less than $400. 2c
c. Combine lines 2a and 2b =
* If you have any Schedule K-1 amounts, complete the appropriate lines(s) of
Schedule SE, Part I. Reduce the Schedule K-1 amounts as described in the
Partner's Instructions for Schedule K-1. Enter your name and social security
number on Schedule SE and attach it to your return.

PART 3
Statutory Employees 3. Enter the amount from Schedule C, line 1, that
Filing Schedule C you are filing as a statutory employee 3

4a
PART 4 4a. Enter your earned income from Step 5

All Filers Using b. Combine lines 1e, 2c, 3, and 4a. This is your total earned income 4b
17,472
Worksheet B
If line 4b is zero or less, STOP You can't take the credit. Enter ``No" on the
Note: If line 4b
dotted line next to Form 1040 or 1040-SR, line 27.
includes income on
which you should
have paid self- 5. If you have:
employment tax but
3 or more qualifying children who have valid SSNs, is line 4b less than $56,838
didn't, we may
reduce your credit by ($63,398 if married filing jointly)?
the amount of 2 qualifying children who have valid SSNs, is line 4b less than $52,918 ($59,478 if married filing jointly)?
self-employment tax
1 qualifying child who has a valid SSN, is line 4b less than $46,560 ($53,120 if married filing jointly)?
not paid.
No qualifying children who have valid SSNs, is line 4b less than $17,640 ($24,210 if married filing jointly)?
X Yes. If you want the IRS to figure your credit, see the instructions. If you want to
figure the credit yourself, enter the amount from line 4b on line 6 of this worksheet.
No. STOP You can't take the credit. Enter ``No'' on the dotted line next to Form 1040
or 1040-SR, line 27.
FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0926P 23_EICB

NUMBER OF QUALIFYING CHILDREN: 2

 2023 WORKSHEET B, PAGE 2, EARNED INCOME CREDIT (EIC) - LINE 27
HOLLY E SANTORO
434-55-1863 Keep for Your Records

PART 5 6. Enter your total earned income from

Part 4, line 4b 6 17,472
All Filers Using
Worksheet B 7. Look up the amount on line 6 above in the EIC Table in the instructions
to find the credit. Be sure you use the correct column for your filing
status and the number of qualifying children you have who have a
valid SSN. Enter the credit here 7 6,604
If line 7 is zero, STOP. You can't take the credit.
Enter ``No'' on the dotted line next to Form 1040 or 1040-SR, line 27.

8. Enter the amount from Form 1040 or

8 17,472
1040-SR, line 11

9. Are the amounts on lines 8 and 6 the same?

X Yes. Skip line 10; enter the amount from line 7 on line 11.
No. Go to line 10.

PART 6 10. If you have:

No qualifying children who have a valid SSN, is the amount on line 8
Filers Who less than $9,800 ($16,370 if married filing jointly)?
Answered 1 or more qualifying children who have a valid SSN, is the amount on
``No'' on line 8 less than $21,560 ($28,120 if married filing jointly)?
Line 9
Yes. Leave line 10 blank; enter the amount from line 7 on line 11.
No. Look up the amount on line 8 in the EIC Table in the
instructions to find the credit. Be sure you use the correct
column for your filing status and the number of children
you have. Enter the credit here 10

Look at the amounts on lines 10 and 7.

Then, enter the smaller amount on line 11.

PART 7 11. This is your earned income credit 11 6,604

Enter this amount on
Your Earned Form 1040 or 1040-SR,
Income Credit Reminder - line 27.
If you have a qualifying child, complete and attach Schedule EIC.

Caution: If your EIC for a year after 1996 was reduced or disallowed, see the
instructions to find out if you must file Form 8862 to take the credit
for 2023.

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0926P 23_EICB2
 2023 QUALIFIED BUSINESS INCOME DEDUCTION WORKSHEET
DETAIL BY BUSINESS
HOLLY E SANTORO 434-55-1863
Schedule/Form SchC # 1
Business Name J AND V
EIN/SSN 434-55-1863
Business Type Specifie
Included in Aggregation #
PTP Income No
Qualified Business Income (QBI)

1. Specified Business Income/Loss from Sch/Form 18800

2. Non-Specified Business Income/Loss from Sch/Form
Less applicable adjustments from 1040 Schedule 1
(includes SE Tax, SEHIN, & Qual Retirement plans) -1328
3. QBID Qualifed Losses and ST Gains from Asset Disposition
4. Net Qualifed Business Income (QBI) (sum L1 - L3) 17472
Qualified Other Income (QOI)

5. Qualified REIT Sec 199A Dividends from 1099-DIV and K-1s

6. Qualfied Other Income from PTPs
7. QOI Qualifed Losses and ST Gains from Disposition incl Sale of PTP
8. Net Qualfied Other Income (QOI) (L5 + L6 + L7)

9. Net QBI and QOI (L4 + L8) 17472

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. K0509S 23_QBIDBUSDETAIL
 2023 FORM 8867 DUE DILIGENCE
HOLLY E SANTORO
434-55-1863 Keep for Your Records

PRIOR CLIENT SEEMS CONSISTANT WITH LAST YEAR

TP STATES SHE LIVES ALONE WITH DEPENDENTS AND PROVIDED MORE THAN HALF OF
HOUSEHOLD SUPPORT.
TP STATES DEPENDENTS LIVED IN THE HOUSEHOLD FOR THE ENTIRE YEAR.
TP STATES HER AND DEPENDENTS HAVE MEDICAID
ADVISED TP TO KEEP ALL ORIGINAL RECEIPTS FOR INCOME AND EXPENSENS ON SCH
C
TP FILLED OUT A HRB REPLACEMENT FORM FOR NOT HAVING A 1099-NEC
DATE INFORMATION WAS OBTAINED: 01-23-2024
INFORMATION WAS OBTAINED FROM: HOLLY E SANTORO

Taxpayer Signature Date Spouse Signature Date

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508M 23_EICDUEDIL
 2024 CARRYFORWARD INFORMATION
HOLLY E SANTORO
434-55-1863 Keep for Your Records
Itemized Returns Only - 2023 state and local tax refund (this amount may not be taxable in 2024)
Charitable contributions carryover to 2024
Estimated short-term capital loss carryover
Estimated long-term capital loss carryover
2023 tax liability (for 2024 Form 2210 purposes) 2,656
Form 8839: 2022 carryover of unqualified expenses
Refund amount applied to 2024
Disallowed investment interest in 2023
Additional state taxes paid
Form 8396: Mortgage interest credit from 2021
Mortgage interest credit from 2022
Mortgage interest credit from 2023
Form 8801: Minimum tax credit carryforward 0
Potential 2024 IRA contribution from 2023 tax refund
NOL carryforward: Regular Tax AMT Tax
from 2003 from 2013 from 2003 from 2013
from 2004 from 2014 from 2004 from 2014
from 2005 from 2015 from 2005 from 2015
from 2006 from 2016 from 2006 from 2016
from 2007 from 2017 from 2007 from 2017
from 2008 from 2018 from 2008 from 2018
from 2009 from 2019 from 2009 from 2019
from 2010 from 2020 from 2010 from 2020
from 2011 from 2021 from 2011 from 2021
from 2012 from 2022 from 2012 from 2022
Gross NOL generated in 2023 Gross AMT NOL generated in 2023
To be absorbed in carryback period To be absorbed in carryback period
Net carryforward from 2023 Net carryforward from 2023
Total carryforward to 2024 Total carryforward to 2024

The amounts carried to next year from Schedule(s) E, pages 1 and/or 2, are found on Form 8582,
Worksheet 6. Carryover AMT amounts are found on the AMT Form 8582, Worksheet 6.
Foreign Tax Credit carryforward to 2024
General Business Credit carryforward to 2024
First-Time Homebuyer Credit Repayment carryforward to 2024
If there are Form(s) 6252 in this tax return, the gross profit ratio and prior payments received (including
the current year payments) will carry forward from each Form 6252.
Amounts from Form 6251, lines 16 through 18, lines 27 and 28 are automatically carried forward to 2024.

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. H0508M 23_CRYFWD
 2023 ACA MODIFIED AGI WORKSHEET
HOLLY E SANTORO
434-55-1863 Keep for Your Records

Taxpayer Modified AGI

(1) Adj Gross (2) Tax-Exempt (3) Excluded (4) Foreign (5) Social Security (6) Taxable (7) Nontaxable SS (8) Total Adj (9) Modified AGI
Income Interest Foreign Income Housing Deduct Benefits Received SS Benefits Benefits (Col 5 - 6) (Col 2 + 3 + 4 + 7) (Col 1 + 8)
HOLLY E SANTORO 17,472 17,472
Dependent Modified AGI

Dependent Name (1) Adj Gross (2) Tax-Exempt (3) Excluded (4) Excluded (5) Social Security (6) Taxable (7) Nontaxable SS (8) Total Adj (9) Modified AGI
Income Interest Foreign Income Foreign Housing Benefits Received SS Benefits Benefits (Col 5 - 6) (Col 2 + 3 + 4 + 7) (Col 1 + 8)
ANGEL JESUS PER
OSIEL ALEXANDER
ERICK LUIS CHAV

Total

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0509M 23_ACAMAGI
 2023 NORTH CAROLINA TWO YEAR COMPARISON

HOLLY E SANTORO
434551863 Keep for Your Records

2023 2022 Difference

Filing status HOH HOH
Residency status TP FY TP FY
State Base Form Filed NC D-400 NC D-400
INCOME, DEDUCTIONS AND ADJUSTMENTS:
Federal Adjusted Gross Income 17472 16078 1394
Additions to Federal Income
Subtractions from Federal Income
North Carolina Income 17472 16078 1394
Itemized/Standard Deduction 19125 19125
Taxable Income -7653 -9047 1394

TAX, CREDIT AND PAYMENTS:

North Carolina Tax
Other Credits
Net Tax
Income Tax Withheld
Estimated Tax Payments
Amount Paid with Extension
Total Payments

REFUND OR BALANCE DUE:

Balance Due
Underpayment Penalty
Other Penalties and Interests
Amount You Owe

Overpayment
Overpayment Applied to Estimated Payments
Amount to be Refunded

FDA Form Software Copyright 1996 - 2024 HRB Tax Group, Inc. A0517J 23_TNC2YRCOMP
D-400 ( 32 ) 8-16-23 Individual Income Tax Return 2023 DOR
< Staple All Pages of Your North Carolina Department of Revenue Use
Only
Return and W-2s Here Amended Return
For calendar year 2023, or fiscal year beginning 23 and ending Are you a veteran? Yes No X
HOLLY E SANTORO Is your spouse a veteran? Yes No
4917 HAYSTACK ROAD Your SSN: 434551863 Were you granted an automatic extension to file your
DOBSON NC 27017 SURRY Spouse's SSN: 2023 federal income tax return, e.g., Form 1040?
Filing Status 1. Single 2. Married Filing Jointly 3. Married Filing Separately Yes No X
X 4. Head of Household 5. Qualifying Widow(er) Year spouse died:
Were you a resident of N.C. for the entire year? Yes X No Return for deceased taxpayer. Date of death:
Was your spouse a resident for the entire year? Yes No Return for deceased spouse. Date of death:
N.C. Education Endowment Fund: You may contribute to the N.C. Education Endowment Fund by making a contribution or designating some or all of
your overpayment to the Fund. To make a contribution, enclose Form NC-EDU and your payment of $ 0 . To designate your
overpayment to the Fund, enter the amount of your designation on Page 2, Line 31. (See instructions for information about the Fund.)
Select box if you, or if married filing jointly, your spouse were out of the country on April 15, 2024, and a U.S. citizen or resident.
Select box if return is filed and signed by Executor, Administrator, or Court-Appointed Personal Representative.

FS 4 PP Y DT N OC N TPRES Y SPRES N VT N SVT N

SANT 4917 27017 DS N EA N TD SD FDEXT N

HOLLY E SANTORO 434551863 SURRY

NC 27017

4917 HAYSTACK ROAD DOBSON

06 17472 16 0 26C 0

7020190025
07 0 18 Y 0 26E 0
09 0 20A 0 EU
10A 2 20B 0 27 0
10B 6000 21A 0 29 0
11 S Y I N 21B 0 30 0

11 19125 21C 0 31 0
13 00000 21D 0 32 0

14 -7653 26A 0 34 0

15 0 26B 0

TN 3367622683 PN 3363724197 PP P00515650

Sign Return Below Refund Due 0 Payment Due 0
I declare and certify that I have examined this return and accompanying schedules and statements, and to Check here if you authorize the North Carolina Department of Revenue
the best of my knowledge and belief, they are true, correct, and complete. to discuss this return and attachments with the paid preparer below.

336 762 2683

Your Signature Date Spouse's Signature (If filing joint return, both must sign.) Date Contact Phone No. (Include area code)
PAID PREPARER USE ONLY If prepared by a person other than taxpayer, this certification is based on all information of which the preparer has any knowledge.

02/19/24 336 372 4197 P00515650

Paid Preparer's Signature Date Preparer's Contact Phone Number (Include area code) Preparer's FEIN, SSN, or PTIN

If REFUND, mail return to: N.C. DEPT. OF REVENUE, P.O. BOX R, RALEIGH, NC 27634-0001
If you ARE NOT due a refund, mail return, any payment, and D-400V to: N.C. DEPT. OF REVENUE, P.O. BOX 25000, RALEIGH, NC 27640-0640

23 NC1 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.
D-400 2023 Page 2 (32 )
Last Name (First 10 Characters) SANTORO Your Social Security Number 434551863
D-400 Line-by-Line Information

6. Federal Adjusted Gross Income 6. 17472

7. Additions to Federal Adjusted Gross Income 7. 0
8. Add Lines 6 and 7 8. 17472
9. Deductions From Federal Adjusted Gross Income 9. 0
10. Child Deduction
a. Enter the number of qualifying children for whom you were allowed a federal child tax credit 10a. 2
b. Enter the amount of the child deduction 10b. 6000
11. N.C. Standard Deduction 11. Y
11. N.C. Itemized Deduction 11. N
11. Deduction amount 11. 19125
12. a. Add Lines 9, 10b, and 11 12a. 25125
b. Subtract Line 12a from Line 8 12b. -7653
13. Part-year Residents and Nonresidents Taxable Percentage 13. 0.0000
14. N.C. Taxable Income 14. -7653
15. N.C. Income Tax 15. 0
16. Tax Credits 16. 0
17. Subtract Line 16 from Line 15 17. 0
18. Consumer Use Tax 18. 0
You certify that no Consumer Use Tax is due Y
19. Add Lines 17 and 18 19. 0
North Carolina Income Tax Withheld

20a. Your tax withheld 20a. 0

20b. Spouse's tax withheld 20b. 0
Other Tax Payments

21a. 2023 estimated tax 21a. 0

21b. Paid with extension 21b. 0
21c. Partnership 21c. 0
21d. S Corporation 21d. 0
22. Additional Payments 22. 0
23. Add Lines 20a through 22 23. 0
24. Previous Refunds 24. 0
25. Subtract Line 24 from Line 23 25. 0
26a. Tax Due 26a. 0
26b. Penalties 26b. 0
26c. Interest 26c. 0
26d. Add Lines 26b and 26c and enter the total on 26d 26d. 0
EU Exception to Underpayment of Estimated Tax EU
26e. Interest on the Underpayment of Estimated Income Tax 26e. 0
27. Pay this Amount 27. 0
28. Overpayment 28. 0
Amount of Refund to Apply to:

29. Amount of Line 28 to be applied to 2024 Estimated Income Tax 29. 0

30. N.C. Nongame and Endangered Wildlife Fund 30. 0
31. N.C. Education Endowment Fund 31. 0
32. N.C. Breast and Cervical Cancer Control Program 32. 0
33. Add Lines 29 through 32 33. 0
34. Amount to be Refunded 34. 0

This page must be filed with the first page of this form.
23 NC2 BWO 1040 Form Software Copyright 1996 - 2024 HRB Tax Group, Inc.