2021 Federal Tax Return Filing Instructions

FOR THE YEAR ENDING

December 31, 2021

75$&<$60,7+
Prepared for

Tax Gross IncomeŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜ $26386

Summary Adjusted Gross IncomeŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜ $26386
Total DeductionsŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜ $18800
Total Taxable IncomeŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜ $7586
Total TaxŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜ $0
Total PaymentsŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜ $3526
Refund AmountŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜ $3526
Amount You OweŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜŜ $0

Make check
payable to

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Instructions

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Checklist(2021) FDCHECKE-1WV 1.0

Form Software Copyright 1996 - 2021 HRB Tax Group, Inc.
 2021 TWO YEAR COMPARISON
75$&<$60,7+
 Keep for Your Records
2021 2020 Difference
Filing status +2+ +2+

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
Business income or (loss) (Schedule C)
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  

ADJUSTMENTS:
Schedule 1 - Adjustments
Deductible part of self-employment tax
Self-employed SEP, SIMPLE and qualified plans deduction
Self-employed health insurance
IRA contributions
Student loan interest deduction
Other adjustments
Charitable contributions if taking standard deduction N/A
Total adjustments
ADJUSTED GROSS INCOME:  

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

TAX COMPUTATION (BEFORE CREDITS):

Tax  
Tax calculation method 7$%/(
Schedule 2 - Taxes
Alternative minimum tax
Excess advance premium tax credit repayment
Total taxes  
Tax rate 
Tax Calculation Methods:
Sch D = Sch D tax worksheet QDCGTW = Qual Div Cap Gain Tax WS TCW = Tax Comp Worksheet (rates)
Sch J = Inc Aver for Farmer/Fisherman F8615 = Child with unearned income TABLE = Tax Table
FEITW = Foreign Earned Income Tax WS
*(% Form Software Copyright 1996 - 2022 HRB Tax Group, Inc. S0615C 21_ANALYS
 2021 TWO YEAR COMPARISON
75$&<$60,7+
 Keep for Your Records

2021 2020 Difference

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
Additional tax on IRAs
Health Care (Individual Responsibility)
Other taxes
TOTAL TAXES:

PAYMENTS:
Federal income tax withheld  
Estimated payments made
Earned income credit  
Additional child tax credit
American opportunity credit  
Recovery rebate credit N/A
Schedule 3 - Refundable Credits & Payments
ACA premium tax credit
Qualified sick and family leave credit N/A
Deferral for certain Schedule H or Schedule SE filers N/A
Other payments
Total payments  

AMOUNT DUE / REFUND:

Amount overpaid  
Overpayment applied to next year
Refund  
Amount due
Penalty

*(% Form Software Copyright 1996 - 2022 HRB Tax Group, Inc. S0615C 21_ANALYS2
 Department of the Treasury--Internal Revenue Service (99)
Form

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

Filing Status Single Married filing jointly Married filing separately (MFS) ; Head of household (HOH) Qualifying widow(er) (QW)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child's name if the
one box. qualifying person is a child but not your dependent
Your first name and middle initial Last name Your social security number
75$&<$ 60,7+ 
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
6&$/9,1$9( spouse if filing jointly, want $3
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code to go to this fund. Checking a
021$+$16 7;  box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse
At any time during 2021, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? Yes ; No
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness You: Were born before January 2, 1957 Are blind Spouse: Was born before January 2, 1957 Is blind
(4) if qualifies for (see inst.):
Dependents (see instructions): (2) Social security (3) Relationship
Credit for other
(1) First name Last name number to you Child tax credit dependents

If more -DGDK 6PLWK  '$8*+7(5 ;

than four
dependents,
see instructions
and check
here

1 Wages, salaries, tips, etc. Attach Form(s) W-2 1 

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 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here 7
filing separately,
$12,550
8 Other income from Schedule 1, line 10 8
Married filing 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 9 
jointly or
Qualifying 10 Adjustments to income from Schedule 1, line 26 10
widow(er),
$25,100
11 Subtract line 10 from line 9. This is your adjusted gross income 11 
Head of
12a Standard deduction or itemized deductions (from Schedule A) 12a 
household, b Charitable contributions if you take the standard deduction (see instructions) 12b
$18,800
If you checked
c Add lines 12a and 12b 12c 
any box under 13 Qualified business income deduction from Form 8995 or Form 8995-A 13
Standard
Deduction, 14 Add lines 12c and 13 14 
see instructions.
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- 15 
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2021)

*(% 21 1040S1 7;2 Form Software Copyright 1996 - 2022 HRB Tax Group, Inc.
Form 1040 (2021) 75$&<$60,7+ Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 16 
17 Amount from Schedule 2, line 3 17
18 Add lines 16 and 17 18 
19 Nonrefundable 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 
23 Other taxes, including self-employment tax, from Schedule 2, line 21 23
24 Add lines 22 and 23. This is your total tax 24 
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 2021 estimated tax payments and amount applied from 2020 return 26
If you have a
qualifying 27a Earned income credit (EIC) 27a 
child, attach
Sch. EIC. Check here if you were born after January 1, 1998, and before
January 2, 2004, and you satisfy all the other requirements for
taxpayers who are at least age 18, to claim the EIC. See instructions
b Nontaxable combat pay election 27b
c Prior year (2019) earned income 27c
28 Refundable child tax credit or additional child tax credit 28
from Schedule 8812
29 American opportunity credit from Form 8863, line 8 29 
30 Recovery rebate credit. See instructions 30
31 Amount from Schedule 3, line 15 31
32 Add lines 27a and 28 through 31. These are your total other payments and refundable credits 32 
33 Add lines 25d, 26, and 32. These are your total payments 33 
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid 34 
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here 35a 
b Routing number 
Direct deposit? c Type: ; Checking Savings
See instructions.
d Account number 
36 Amount of line 34 you want applied to your 2022 estimated tax 36
Amount 37 Amount you owe. Subtract line 33 from line 24. For details on how to pay, see instructions 37
You Owe 38 Estimated tax penalty (see instructions) 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions Yes. Complete below. ; No
Designee's Phone Personal identification
name no. number (PIN)
Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here
Your signature Date Your occupation If the IRS sent you an Identity
Joint return? Protection PIN, enter
See instructions. )URQW'HVN 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.  Email address &OHH#QHW]HURFRP

Preparer's name Preparer's signature Date PTIN Check if:
Paid Self-employed
Preparer Firm's name Phone no.
Use Only Firm's address
Firm's EIN
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2021)

*(% 21 1040S2 7;2 Form Software Copyright 1996 - 2022 HRB Tax Group, Inc.
SCHEDULE 3 Additional Credits and Payments
OMB No. 1545-0074

(Form 1040)

Attach to Form 1040, 1040-SR, or 1040-NR.

Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 03
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
75$&<$60,7+ 
Part l Nonrefundable Credits
1 Foreign tax credit. Attach Form 1116 if required 1
2 Credit for child and dependent care expenses from Form 2441, line 11. Attach
Form 2441 2
3 Education credits from Form 8863, line 19 3 
4 Retirement savings contributions credit. Attach Form 8880 4
5 Residential energy credits. Attach Form 5695 5
6 Other nonrefundable credits:
a General business credit. Attach Form 3800 6a
b Credit for prior year minimum tax. Attach Form 8801 6b
c Adoption credit. Attach Form 8839 6c
d Credit for the elderly or disabled. Attach Schedule R 6d
e Alternative motor vehicle credit. Attach Form 8910 6e
f Qualified plug-in motor vehicle credit. Attach Form 8936 6f
g Mortgage interest credit. Attach Form 8396 6g
h District of Columbia first-time homebuyer credit. Attach Form 8859 6h
i Qualified electric vehicle credit. Attach Form 8834 6i
j Alternative fuel vehicle refueling property credit. Attach Form 8911 6j
k Credit to holders of tax credit bonds. Attach Form 8912 6k
l Amount on Form 8978, line 14. See instructions 6l
z Other nonrefundable credits. List type and amount
6z
7 Total other nonrefundable credits. Add lines 6a through 6z 7
8 Add lines 1 through 5 and 7. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 20 8 
(continued on page 2)
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 3 (Form 1040) 2021

*(% 21 1040SCH3 7;2 Form Software Copyright 1996 - 2022 HRB Tax Group, Inc.
Schedule 3 (Form 1040) 2021 75$&<$60,7+ Page 2
Part ll Other Payments and Refundable Credits
9 Net premium tax credit. Attach Form 8962 9
10 Amount paid with request for extension to file (see instructions) 10
11 Excess social security and tier 1 RRTA tax withheld 11
12 Credit for federal tax on fuels. Attach Form 4136 12
13 Other payments or refundable credits:
a Form 2439 13a
b Qualified sick and family leave credits from Schedule(s) H and
Form(s) 7202 for leave taken before April 1, 2021 13b
c Health coverage tax credit from Form 8885 13c
d Credit for repayment of amounts included in income from earlier
years 13d
e Reserved for future use 13e
f Deferred amount of net 965 tax liability (see instructions) 13f
g Credit for child and dependent care expenses from Form 2441,
line 10. Attach Form 2441 13g
h Qualified sick and family leave credits from Schedule(s) H and
Form(s) 7202 for leave taken after March 31, 2021 13h
z Other payments or refundable credits. List type and amount
13z
14 Total other payments or refundable credits. Add lines 13a through 13z 14
15 Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 31 15
Schedule 3 (Form 1040) 2021

*(% 21 1040SCH32 7;2 Form Software Copyright 1996 - 2022 HRB Tax Group, Inc.
SCHEDULE EIC Earned Income Credit 1040 OMB No. 1545-0074
(Form 1040) Qualifying Child Information
1040-SR
Complete and attach to Form 1040 or 1040-SR only
if you have a qualifying child. 2021
EIC Attachment
Department of the Treasury Go to www.irs.gov/ScheduleEIC for the latest information.
Internal Revenue Service (99) Sequence No. 43
Name(s) shown on return Your social security number
75$&<$60,7+ 
If you are separated from your spouse, filing a separate return and meet the requirements to claim the EIC (see instructions), check here

See the instructions for Form 1040, lines 27a, 27b, and 27c, to make sure that (a) you can take the EIC, and
Before you begin: (b) you have a qualifying child.
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
1-800-772-1213.
You can't claim the EIC for a child who didn't live with you for more than half of the year.
If you take the EIC even though you are not eligible, you may not be allowed to take the credit for up to 10 years.
! See the instructions for details.
CAUTION 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 -DGDK
the maximum credit. 6PLWK
2 Child's SSN
The child must have an SSN as defined in
the instructions for Form 1040, lines 27a,
27b, and 27c, unless the child was born
and died in 2021. If your child was born and
died in 2021 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.

3 Child's year of birth Year  Year Year
If born after 2002 and the child If born after 2002 and the child If born after 2002 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

2021, 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 2021? 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.)
'$8*+7(5
6 Number of months child lived
with you in the United States
during 2021
If the child lived with you for more than half of
2021 but less than 7 months, enter ``7."
If the child was born or died in 2021 and
your home was the child's home for more  months months months
than half the time he or she was alive Do not enter more than 12 Do not enter more than 12 Do not enter more than 12
during 2021, enter ``12." months. months. months.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule EIC (Form 1040) 2021
*(% 21 EIC1 7;2 Form Software Copyright 1996 - 2022 HRB Tax Group, Inc.
Form 8863 Education Credits OMB No. 1545-0074
(American Opportunity and Lifetime Learning Credits)
Attach to Form 1040 or 1040-SR. Attachment
Department of the Treasury
Internal Revenue Service (99) Go to www.irs.gov/Form8863 for instructions and the latest information. Sequence No. 50
Name(s) shown on return Your social security number
75$&<$60,7+ 

! Complete a separate Part III on page 2 for each student for whom you're claiming either credit
before you complete Parts I and II.
CAUTION

Part I Refundable American Opportunity Credit

1 After completing Part III for each student, enter the total of all amounts from all Parts III, line 30 1 
2 Enter: $180,000 if married filing jointly; $90,000 if single, head of
household, or qualifying widow(er) 2 
3 Enter the amount from Form 1040 or 1040-SR, line 11. If you're filing Form
2555 or 4563, or you're excluding income from Puerto Rico, see Pub. 970 for
the amount to enter 3 
4 Subtract line 3 from line 2. If zero or less, stop; you can't take any
education credit 4 
5 Enter: $20,000 if married filing jointly; $10,000 if single, head of household,
or qualifying widow(er) 5 
6 If line 4 is:
Equal to or more than line 5, enter 1.000 on line 6
Less than line 5, divide line 4 by line 5. Enter the result as a decimal (rounded to 6 
at least three places)
7 Multiply line 1 by line 6. Caution: If you were under age 24 at the end of the year and meet the conditions
described in the instructions, you can't take the refundable American opportunity
credit; skip line 8, enter the amount from line 7 on line 9, and check this box 7 
8 Refundable American opportunity credit. Multiply line 7 by 40% (0.40). Enter the amount here and
on Form 1040 or 1040-SR, line 29. Then go to line 9 below 8 
Part II Nonrefundable Education Credits
9 Subtract line 8 from line 7. Enter here and on line 2 of the Credit Limit Worksheet (see instructions) 9 
10 After completing Part III for each student, enter the total of all amounts from all Parts III, line 31. If
zero, skip lines 11 through 17, enter -0- on line 18, and go to line 19 10
11 Enter the smaller of line 10 or $10,000 11
12 Multiply line 11 by 20% (0.20) 12
13 Enter: $180,000 if married filing jointly; $90,000 if single, head of
household, or qualifying widow(er) 13
14 Enter the amount from Form 1040 or 1040-SR, line 11. If you're filing Form
2555 or 4563, or you're excluding income from Puerto Rico, see Pub. 970 for
the amount to enter 14
15 Subtract line 14 from line 13. If zero or less, skip lines 16 and 17, enter -0-
on line 18, and go to line 19 15
16 Enter: $20,000 if married filing jointly; $10,000 if single, head of household,
or qualifying widow(er) 16
17 If line 15 is:
Equal to or more than line 16, enter 1.000 on line 17 and go to line 18
Less than line 16, divide line 15 by line 16. Enter the result as a decimal (rounded to at least three
places) 17
18 Multiply line 12 by line 17. Enter here and on line 1 of the Credit Limit Worksheet (see instructions) 18
19 Nonrefundable education credits. Enter the amount from line 7 of the Credit Limit Worksheet
(see instructions) here and on Schedule 3 (Form 1040), line 3 19 
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8863 (2021)
*(% 21 88631 7;2 Form Software Copyright 1996 - 2022 HRB Tax Group, Inc.
Form 8863 (2021) Page 2
Name(s) shown on return Your social security number
75$&<$60,7+ 

Complete Part III for each student for whom you're claiming either the American
! opportunity credit or lifetime learning credit. Use additional copies of page 2 as needed for
CAUTION each student.

Part III Student and Educational Institution Information. See instructions.

20 Student name (as shown on page 1 of your tax return) 21 Student social security number (as shown on page 1 of
-DGDK your tax return)
6PLWK 
22 Educational institution information (see instructions)
a. Name of first educational institution b. Name of second educational institution (if any)
68/526681,9(56,7<
(1) Address. Number and street (or P.O. box). City, town or (1) Address. Number and street (or P.O. box). City, town or
post office, state, and ZIP code. If a foreign address, see post office, state, and ZIP code. If a foreign address, see
instructions. instructions.
86
$OSLQH7;
(2) Did the student receive Form 1098-T (2) Did the student receive Form 1098-T
from this institution for 2021? ; Yes No from this institution for 2021? Yes No
(3) Did the student receive Form 1098-T (3) Did the student receive Form 1098-T
from this institution for 2020 with box Yes ; No from this institution for 2020 with box Yes No
7 checked? 7 checked?
(4) Enter the institution's employer identification number (EIN) (4) Enter the institution's employer identification number
if you're claiming the American opportunity credit or if you (EIN) if you're claiming the American opportunity credit or
checked ``Yes'' in (2) or (3). You can get the EIN from Form if you checked ``Yes'' in (2) or (3) . You can get the EIN
1098-T or from the institution. from Form 1098-T or from the institution.

23 Has the Hope Scholarship Credit or American opportunity Yes -- Stop!
credit been claimed for this student for any 4 tax years Go to line 31 for this student. ; No -- Go to line 24.
before 2021?
24 Was the student enrolled at least half-time for at least one
academic period that began or is treated as having begun in 2021
at an eligible educational institution in a program leading towards a ; Yes -- Go to line 25. No -- Stop! Go to line 31
postsecondary degree, certificate, or other recognized for this student.
postsecondary educational credential? See instructions.
25 Did the student complete the first 4 years of postsecondary Yes -- Stop!
education before 2021? See instructions. Go to line 31 for this ; No -- Go to line 26.
student.
26 Was the student convicted, before the end of 2021, of a Yes -- Stop!
felony for possession or distribution of a controlled Go to line 31 for this ; No -- Complete lines 27
substance? student. through 30 for this student.

! You can't take the American opportunity credit and the lifetime learning credit for the same student in the same year. If
you complete lines 27 through 30 for this student, don't complete line 31.
CAUTION
American Opportunity Credit
27 Adjusted qualified education expenses (see instructions). Don't enter more than $4,000 27 
28 Subtract $2,000 from line 27. If zero or less, enter -0- 28 
29 Multiply line 28 by 25% (0.25) 29 
30 If line 28 is zero, enter the amount from line 27. Otherwise, add $2,000 to the amount on line 29 and
enter the result. Skip line 31. Include the total of all amounts from all Parts III, line 30, on Part I, line 1 30 
Lifetime Learning Credit
31 Adjusted qualified education expenses (see instructions). Include the total of all amounts from all Parts
III, line 31, on Part II, line 10 31
*(% 21 88632 7;2 Form Software Copyright 1996 - 2022 HRB Tax Group, Inc. Form 8863 (2021)
 2021 WAGES AND SALARIES SUMMARY ATTACHMENT

75$&<$60,7+

T Federal Social Security State State Local
Employer Name Employer EIN or Wages State
S Withholding Tax Withheld Wages Tax Withheld Tax Withheld

&,5&$(17(535,6(6,1&  7   

7RWDO   

*(% Form Software Copyright 1996 - 2022 HRB Tax Group, Inc. R0616B 21_W2LO
 2021 FEDERAL TAX WITHHOLDINGS ATTACHMENT
75$&<$60,7+

: &,5&$(17(535,6(6,1& 

7RWDOWR)RUP65OLQHG 

*(% Form Software Copyright 1996 - 2022 HRB Tax Group, Inc. S0616C 21_TXFEDWH
 2021 RECOVERY REBATE CREDIT WORKSHEET - LINE 30
75$&<$60,7+

Before you begin: v/ See the instructions for line 30 to find out if you can take this credit and for definitions and other information
needed to fill out this worksheet.
v/ If you received Notice 1444-C, have it available.
Don't include on line 13 any amount you received but later returned to the IRS.
If you can't take the recovery rebate credit, you don't have to repay any amount of EIP 3 on Form 1040 or 1040-SR.

1. Can you be claimed as a dependent on another person's 2021 return? If filing a joint return, go to line 2.
; No. Go to line 2.
Yes. STOP You can't take the credit. Don't complete the rest of this worksheet and don't enter any amount on line 30.
2. Does your 2021 return include a social security number that was issued on or before the due date of your 2021
return (including extensions) for you and, if filing a joint return, your spouse?
; Yes. Go to line 6.
No. If you are filing a joint return, go to line 3. If you aren't filing a joint return, go to line 5.
3. Was at least one of you a member of the U.S. Armed Forces at any time during 2021, and does at least one
of you have a social security number that was issued on or before the due date of your 2021 return (including extensions)?
Yes. Your credit is not limited. Go to line 6.
No. Go to line 4.
4. Does one of you have a social security number that was issued on or before the due date of your 2021 return (including extensions)?
Yes. Your credit is limited. Go to line 6.
No. Go to line 5.
5. Do you have any dependents listed in the Dependents section on page 1 of Form 1040 or 1040-SR
for whom you entered a social security number that was issued on or before the due date of
your 2021 return (including extensions) or an adoption taxpayer identification number?
Yes. Enter zero on line 6 and go to line 7.
No. STOP You can't take the credit. Don't complete the rest of this worksheet and don't enter any amount on line 30.

6. Enter:
$1,400 if single, head of household, married filing separately, or qualifying widow(er),
$1,400 if married filing jointly and you answered "Yes" to question 4, or
$2,800 if married filing jointly and you answered "Yes" to question 2 or 3 6. 
7. Multiply $1,400 by the number of dependents listed in the Dependents section on page 1 of Form 1040 or
1040-SR for whom you entered a social security number that was issued on or before the due date of your
2021 return (including extensions) or an adoption taxpayer identification number 7.

8. Add lines 6 and 7 8.

9. Is the amount on line 11 of Form 1040 or 1040-SR more than the amount shown below for your
filing status?
Single or Married filing separately - $75,000
Married filing jointly or qualifying widow(er) - $150,000
Head of household - $112,500
Yes. Enter the amount from line 11 of Form 1040 or 1040-SR and go to line 10
No. Enter the amount from line 8 on line 12 and skip lines 10 and 11 9.

10. Is line 9 more than the amount shown below for your filing status?
Single or married filing separately - $80,000
Married filing jointly or qualifying widow(er) - $160,000
Head of household - $120,000
Yes. STOP You can't take the credit. Don't complete the rest of this worksheet and
don't enter any amount on line 30.
No. Subtract line 9 from the amount shown above for your filing status 10.

11. Divide line 10 by the amount shown below for your filing status. Enter the result as a decimal
(rounded to at least 2 places).
Single or married filing separately - $5,000
Married filing jointly or qualifying widow(er) - $10,000
Head of household - $7,500 11.

12. Multiply line 8 by line 11 12.

13. Enter the amount, if any, of EIP 3 that was issued to you. If filing a joint return, include the amount, if any, or
your spouse's EIP 3. You may refer to Notice 1444-C or your tax account information at IRS.gov/Account for
the amount to enter here 13.
14. Recovery rebate credit. Subtract line 13 from line 12. If zero or less, enter -0-. If line 13 is more than
line 12, you don't have to pay back the difference. Enter the result here and, if more than zero, on
line 30 of Form 1040 or 1040-SR 14. 
*(% Form Software Copyright 1996 - 2022 HRB Tax Group, Inc. S1102O 21_RECOVERYREBATE
 2021 Education Expense Worksheet
75$&<$60,7+
 Keep for Your Records

Student name -DGDK6PLWK

Education type
Type of education benefit $PHULFDQ2SSRUWXQLW\&UHGLW

B. Payments rcvd C. Amts billed for D. Amts actually

E. Scholarships F. Taxable
A. Eligible Institution for qualified tuition qualified tuition & paid during
or grants scholarships/grants
& related exp related exp Tax Year
68/526681,9(56,7<  

Total  

Note: Amounts should be entered in Column B from Box 1 of 1098-T or total amounts paid to institutions that did not issue form 1098-T or Columns C and D. Amounts entered
in column C correspond to amounts reported as billed by the institution (Form 1098-T box 2). Actual amounts paid from whatever source(s) of funding used should be reported
in column D as the educational benefits are calculated using actual amounts paid, not amounts reported as billed. Amounts from 1098-T box 5 should be reported in Column E.
Amounts reported as taxable in column F can be used to reduce the tax free scholarship and grants and allow additional expenses to qualify for the education credits.
See IRS Publication 970 for additional details.

Education Expenses
1. Payments received for qualified tuition and related expenses (total from column B above) 1. 
2. Amounts actually paid during 2021 for qualified tuition and related expenses (total from column D above) 2.
3. Qualified books, supplies, and equipment purchased from education institutions (eligible for Lifetime and AOC) 3. 
4. Qualified books, supplies, and equipment NOT purchased from education institutions (eligible for AOC only) 4. 
5. Room and board 5.
6. Other education expenses 6.
7. Total Education expenses (total of lines 1-6) 7. 
Sources of Education Expenses Funding
8. Scholarships or Grants (total from column E above) 8. 
9. Tax free scholarships and grants (not reported on Form 1098-T) 9.
10. Taxable scholarships and grants (not reported on Form 1098-T) 10.
11. Loans 11.
12. Taxpayer/spouse funds 12.
13. Dependent funds 13.
14. Nontaxable employer tuition assistance 14.
15. Veteran's educational assistance (GI Bill) 15.
16. Coverdell Education Savings Account distributions reported on Form 1099-Q 16.
17. Qualified Tuition Plan (529 Plan) distributions reported on Form 1099-Q 17.
18. Series EE/I Savings Bond Interest excluded due to education benefits (reported on Form 8815) 18.
19. Other Sources 19.
20. Total sources of education expense funding (total of lines 8-19) 20. 
Expenses available for Education Credits/Tuition Deduction AOC Lifetime Tuition Deduction
21. Qualified expenses for American Opportunity Credit (total lines 1-4) or
for Lifetime Learning Credit/Tuition Deduction (total lines 1-3) 21.  
22. Nonqualified expenses (line 7 less line 21) 22. 
23. Total tax free education benefits (total lines 8, 9, 14, and 15) 23.  
24. Qualified expenses after tax free education benefits (line 21 less line 23) 24.  
25. Total other tax related education benefits(total lines 16-18) 25.
26. Non-Qualified expenses funded by Other Tax Related benefits (line 22) 26. 
27. Net other tax related benefits applied to qualified expenses(25 less 26) 27.
28. Qualified expenses after other tax related benefits (Line 24 less line 27)
This amount will be used to calculate the credit or deduction 28.  
29. Credit/Deduction actually reported on return 29. $PHULFDQ2SSRUWXQLW\&UHGLW 
*(% Form Software Copyright 1996 - 2022 HRB Tax Group, Inc. V0615V
21_LSEDUWKST
 2021 FORM 8863 CREDIT LIMIT WORKSHEET - LINE 19
75$&<$60,7+
 Keep for Your Records

NONREFUNDABLE CREDIT WORKSHEET

1. Enter the amount from Form 8863, line 18 1.

2. Enter the amount from Form 8863, line 9 2. 

3. Add lines 1 and 2 3. 
4. Enter the amount from:
Form 1040 or 1040-SR, line 18 4. 
5. Enter the total of your credits from:
Schedule 3 (Form 1040), lines 1 and 2,
6d and 6l 5.

6. Subtract line 5 from line 4 6. 

7. Enter the smaller of line 3 or line 6 here and on Form 8863, line 19 7. 

*(% Form Software Copyright 1996 - 2022 HRB Tax Group, Inc. S0615C 21_8863CLW
 2021 EDUCATION OPTIMIZATION SUMMARY
75$&<$60,7+
 Keep for Your Records

Optimization has been selected for one or more students in the return. The results are listed below.

Name Social Security Expense Type

Number

-DGDK6PLWK   $0(5,&$123325781,7<

PLEASE NOTE:
Optimization is only calculated at the 1040 Federal level.

*(% Form Software Copyright 1996 - 2022 HRB Tax Group, Inc. R0615B 21_EDOPT
 2021 WORKSHEET A, EARNED INCOME CREDIT (EIC) - LINE 27a
75$&<$60,7+
 Keep for Your Records

Before you begin: Be sure you are using the correct worksheet. Use this worksheet only if you answered "No" to
Step 5, question 2, in the instructions. Otherwise, use Worksheet B.

PART 1 1. Enter your earned income from

Step 5 1 
All Filers Using
2. Look up the amount on line 1 above in the EIC Table in the instructions
Worksheet A 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 2 
If line 2 is zero, STOP. You can't take the credit.
Enter ``No'' on the dotted line next to Form 1040 or 1040-SR, line 27a.

3. Enter the amount from Form 1040

or 1040-SR, line 11 3 

4. Are the amounts on lines 3 and 1 the same?

; Yes. Skip line 5; enter the amount from line 2 on line 6.
No. Go to line 5.

PART 2 5. If you have:

No qualifying children who have a valid SSN, is the amount on
Filers Who line 3 less than $11,650 ($17,600 if married filing jointly)?
Answered 1 or more qualifying children who have a valid SSN, is the amount
``No'' on on line 3 less than $19,550 ($25,500 if married filing jointly)?
Line 4
Yes. Leave line 5 blank; enter the amount from line 2 on line 6.
No. Look up the amount on line 3 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 5

Look at the amounts on lines 5 and 2.

Then, enter the smaller amount on line 6.

PART 3 6. This is your earned income credit 6 

Enter this amount on
Your Earned Form 1040 or 1040-SR, line 27a.
Income Credit Reminder -
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 2021.

180%(52)48$/,)<,1*&+,/'5(1
*(% Form Software Copyright 1996 - 2022 HRB Tax Group, Inc. S1209O 21_EICA