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04-6568107 429-25-1289
$ $
RECIPIENT’S name 5 Employee contributions/ 6 Net unrealized
Designated Roth appreciation in
DAVID B ADAMS II contributions or employer’s securities
insurance premiums
$ $
Street address (including apt. no.) 7 Distribution IRA/ 8 Other
code(s) SEP/
500 PAKIS STREET SIMPLE This information is
1 $ % being furnished to
City or town, state or province, country, and ZIP or foreign postal code 9a Your percentage of total 9b Total employee contributions the IRS.
HOT SPRINGS NATL PARK AR 71913 distribution %$
10 Amount allocable to IRR 11 1st year of desig. 12 FATCA filing 14 State tax withheld 15 State/Payer’s state no. 16 State distribution
within 5 years Roth contrib. requirement
$ 539 $
AR AR 77463372WHP
$ 0 $ $
Account number (see instructions) 13 Date of 17 Local tax withheld 18 Name of locality 19 Local distribution
payment $ $
$ $
Form 1099-R (keep for your records) www.irs.gov/Form1099R Department of the Treasury - Internal Revenue Service
$ $
RECIPIENT’S name 5 Employee contributions/ 6 Net unrealized
Designated Roth appreciation in
contributions or employer’s securities
insurance premiums
$ $
Street address (including apt. no.) 7 Distribution IRA/ 8 Other
code(s) SEP/
SIMPLE This information is
$ % being furnished to
City or town, state or province, country, and ZIP or foreign postal code 9a Your percentage of total 9b Total employee contributions the IRS.
distribution %$
10 Amount allocable to IRR 11 1st year of desig. 12 FATCA filing 14 State tax withheld 15 State/Payer’s state no. 16 State distribution
within 5 years Roth contrib. requirement
$ $
$ $ $
Account number (see instructions) 13 Date of 17 Local tax withheld 18 Name of locality 19 Local distribution
payment $ $
$ $
Form 1099-R (keep for your records) www.irs.gov/Form1099R Department of the Treasury - Internal Revenue Service
QNA
Form 8879 IRS e-file Signature Authorization
(Rev. January 2021) OMB No. 1545-0074
a
ERO must obtain and retain completed Form 8879.
Department of the Treasury
a Go to www.irs.gov/Form8879 for the latest information.
Internal Revenue Service
F
Submission Identification Number (SID)
Taxpayer’s name Social security number
Part I Tax Return Information — Tax Year Ending December 31, 2022 (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 100350
2 Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 15067
3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 . . . . . . . . . . . . . 3 11897
4 Amount you want refunded to you . . . . . . . . . . . . . . . . . . . . . . 4
5 Amount you owe . . . . . . . . . . . . . . . . . . . . . . .
3170 . . . . . 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
0 0 0 0 0
I authorize to enter or generate my PIN as my
Enter five digits, but
ERO firm name don’t enter all zeros
signature on the income tax return (original or amended) I am now authorizing.
X I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III
below.
Your signature a Date a
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.
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.
What Is Form 1040-V? Notice to taxpayers presenting checks. When you provide a
check as payment, you authorize us either to use information
It’s a statement you send with your check or money order for from your check to make a one-time electronic fund transfer from
any balance due on the “Amount you owe” line of your 2022 your account or to process the payment as a check transaction.
Form 1040, 1040-SR, or 1040-NR. When we use information from your check to make an electronic
Consider Making Your Tax Payment fund transfer, funds may be withdrawn from your account as
soon as the same day we receive your payment, and you will not
Electronically—It’s Easy receive your check back from your financial institution.
You can make electronic payments online, by phone, or from a No checks of $100 million or more accepted. The IRS can’t
mobile device. Paying electronically is safe and secure. When accept a single check (including a cashier’s check) for amounts
you schedule your payment, you will receive immediate of $100,000,000 ($100 million) or more. If you are sending $100
confirmation from the IRS. Go to www.irs.gov/Payments to see million or more by check, you will need to spread the payments
all your electronic payment options. over two or more checks, with each check made out for an
amount less than $100 million.
How To Fill in Form 1040-V Pay by cash. This is an in-person payment option for
Line 1. Enter your social security number (SSN). individuals provided through retail partners with a maximum of
If you are filing a joint return, enter the SSN shown first on $1,000 per day per transaction. To make a cash payment, you
your return. must first be registered online at www.officialpayments.com/fed,
our Official Payment provider.
Line 2. If you are filing a joint return, enter the SSN shown
second on your return. How To Send in Your 2022 Tax Return,
Line 3. Enter the amount you are paying by check or money Payment, and Form 1040-V
order. If paying online at www.irs.gov/Payments, don’t complete
this form. • Don’t staple or otherwise attach your payment or Form 1040-V
to your return or to each other. Instead, just put them loose in
Line 4. Enter your name(s) and address exactly as shown on the envelope.
your return. Please print clearly.
• Mail your 2022 tax return, payment, and Form 1040-V to the
How To Prepare Your Payment address shown on the back that applies to you.
• Make your check or money order payable to “United States
Treasury.” Don’t send cash. If you want to pay in cash, in
How To Pay Electronically
person, see Pay by cash, later. Pay Online
• Make sure your name and address appear on your check or Paying online is convenient, secure, and helps make sure we
money order. get your payments on time. You can pay using either of the
• Enter your daytime phone number and your SSN on your following electronic payment methods. To pay your taxes online
check or money order. If you have an Individual Taxpayer or for more information, go to www.irs.gov/Payments.
Identification Number (ITIN), enter it wherever your SSN is IRS Direct Pay
requested. If you are filing a joint return, enter the SSN shown Pay your taxes directly from your checking or savings account
first on your return. Also, enter “2022 Form 1040,” “2022 Form at no cost to you. You receive instant confirmation that your
1040-SR,” or “2022 Form 1040-NR,” whichever is appropriate. payment has been made, and you can schedule your payment
• To help us process your payment, enter the amount on the up to 30 days in advance.
right side of your check like this: $ XXX.XX. Don’t use dashes or Debit or Credit Card
lines (for example, don’t enter “$ XXX—” or “$ XXX xx/100”).
The IRS doesn’t charge a fee for this service; the card
processors do. The authorized card processors and their phone
numbers are all online at www.irs.gov/Payments.
2022
Do not staple or attach this voucher to your payment or return.
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/Payments for payment options and information.
1 Your social security number (SSN) 2 If a joint return, SSN shown second 3 Amount you are paying by check or
(if a joint return, SSN shown first on your return) on your return money order. Make your check or
money order payable to “United States 3170
429-25-1289 Treasury”
4 Your first name and middle initial Last name
Print or type
DAVID B ADAMS II
If a joint return, spouse’s first name and middle initial Last name
Home address (number and street) Apt. no. City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code
500 PAKIS STREET 1B HOT SPRINGS NATL PARK AR 71913
Foreign country name Foreign province/state/county Foreign postal code
For Paperwork Reduction Act Notice, see your tax return instructions.
IF you live in... THEN use this address to send in your payment...
QNA
1040 U.S. Individual Income Tax Return 2022
Form Department of the Treasury—Internal Revenue Service
OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.
Filing Status x Single Married filing jointly Married filing separately (MFS) Head of household (HOH)
Qualifying surviving
Check only 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:
Your first name and middle initial Last name Your social security number
DAVID B ADAMS II 429-25-1289
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
500 PAKIS STREET 1B Check here if you, or your
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
HOT SPRINGS NATL PARK AR 71913 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse
Digital At any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell,
Assets exchange, gift, 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, 1958 Are blind Spouse: Was born before January 2, 1958 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) Check the box if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four
dependents,
see instructions
and check
here . .
1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . 1a 95355
Income
b Household employee wages not reported on Form(s) W-2 . . . . . . . . . . . . . 1b
Attach Form(s) c Tip income not reported on line 1a (see instructions) . . . . . . . . . . . . . . 1c
W-2 here. Also
attach Forms d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) . . . . . . . . 1d
W-2G and e Taxable dependent care benefits from Form 2441, line 26 . . . . . . . . . . . . 1e
1099-R if tax
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
instructions.
i Nontaxable combat pay election (see instructions) . . . . . . . 1i
z Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . . . . 1z 95355
Attach Sch. B 2a Tax-exempt interest . . . 2a b Taxable interest . . . . . 2b
if required. 3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b
Standard 5a Pensions and annuities . . 5a 10792 b Taxable amount . . . . . . 5b 2158
Deduction for—
6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
• Single or
Married filing c If you elect to use the lump-sum election method, check here (see instructions) . . . . .
separately,
$12,950 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . 7
• Married filing 8 Other income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . . 8 2837
jointly or
Qualifying 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . 9 100350
surviving spouse,
$25,900
10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10
• Head of 11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . 11 100350
household,
$19,400 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 12950
• If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . 13
any box under
Standard 14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 12950
Deduction, 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income . . . . . 87400
see instructions.
15
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2022)
QNA
ADAMS 429-25-1289
Form 1040 (2022) Page 2
Tax and 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 14851
Credits 17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 14851
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 14851
23 Other taxes, including self-employment tax, from Schedule 2, line 21 . . . . . . . . . 23 216
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . 24 15067
Payments 25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 11614
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b 283
c Other forms (see instructions) . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 11897
26 2022 estimated tax payments and amount applied from 2021 return . . . . . . . . . . 26
If you have a
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27
attach Sch. EIC.
28 Additional child tax credit from Schedule 8812 . . . . . . . . 28
29 American opportunity credit from Form 8863, line 8 . . . . . . . 29
30 Reserved for future use . . . . . . . . . . . . . . . 30
31 Amount from Schedule 3, line 15 . . . . . . . . . . . . 31
32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits . . 32
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . 33 11897
34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34
Refund
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . 35a
Direct deposit? b Routing number X X X X X X X X X c Type: Checking Savings
See instructions.
d Account number X X X X X X X X X X X X X X X X X
36 Amount of line 34 you want applied to your 2023 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 3170
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)
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
Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
Joint return? (see inst.)
RN
See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for Identity Protection PIN, enter it here
your records. (see inst.)
QNA
DAVID ADAMS II 429-25-1289
Schedule 1 (Form 1040) 2022 Page 2
2022
Department of the Treasury Attach to Form 1040, 1040-SR, or 1040-NR. Attachment
Internal Revenue Service Go to www.irs.gov/Form5329 for instructions and the latest information. Sequence No. 29
Name of individual subject to additional tax. If married filing jointly, see instructions. Your social security number
DAVID B ADAMS II 429-25-1289
Home address (number and street), or P.O. box if mail is not delivered to your home Apt. no.
Fill in Your Address Only City, town or post office, state, and ZIP code. If you have a foreign address, also complete the spaces
if You Are Filing This below. See instructions.
Form by Itself and Not If this is an amended
With Your Tax Return return, check here
Foreign country name Foreign province/state/county Foreign postal code
If you only owe the additional 10% tax on the full amount of the early distributions, you may be able to report this tax directly on
Schedule 2 (Form 1040), line 8, without filing Form 5329. See instructions.
Part I Additional Tax on Early Distributions. Complete this part if you took a taxable distribution (other than a qualified
disaster distribution) before you reached age 59½ from a qualified retirement plan (including an IRA) or modified
endowment contract (unless you are reporting this tax directly on Schedule 2 (Form 1040)—see above). You may also
have to complete this part to indicate that you qualify for an exception to the additional tax on early distributions or for
certain Roth IRA distributions. See instructions.
1 Early distributions includible in income (see instructions). For Roth IRA distributions, see instructions . 1 2158
2 Early distributions included on line 1 that are not subject to the additional tax (see instructions).
Enter the appropriate exception number from the instructions: . . . . . . . . . . 2
3 Amount subject to additional tax. Subtract line 2 from line 1 . . . . . . . . . . . . . . 3 2158
4 Additional tax. Enter 10% (0.10) of line 3. Include this amount on Schedule 2 (Form 1040), line 8 . . 4 216
Caution: If any part of the amount on line 3 was a distribution from a SIMPLE IRA, you may have to
include 25% of that amount on line 4 instead of 10%. See instructions.
Part II Additional Tax on Certain Distributions From Education Accounts and ABLE Accounts. Complete this part
if you included an amount in income, on Schedule 1 (Form 1040), line 8z, from a Coverdell education savings account
(ESA) or a qualified tuition program (QTP), or on Schedule 1 (Form 1040), line 8q, from an ABLE account.
5 Distributions included in income from a Coverdell ESA, a QTP, or an ABLE account . . . . . . 5
6 Distributions included on line 5 that are not subject to the additional tax (see instructions) . . . . 6
7 Amount subject to additional tax. Subtract line 6 from line 5 . . . . . . . . . . . . . . 7
8 Additional tax. Enter 10% (0.10) of line 7. Include this amount on Schedule 2 (Form 1040), line 8 . . 8
Part III Additional Tax on Excess Contributions to Traditional IRAs. Complete this part if you contributed more to your
traditional IRAs for 2022 than is allowable or you had an amount on line 17 of your 2021 Form 5329.
9 Enter your excess contributions from line 16 of your 2021 Form 5329. See instructions. If zero, go to line 15 9
10 If your traditional IRA contributions for 2022 are less than your maximum
allowable contribution, see instructions. Otherwise, enter -0- . . . . . . 10
11 2022 traditional IRA distributions included in income (see instructions) . . . 11
12 2022 distributions of prior year excess contributions (see instructions) . . . 12
13 Add lines 10, 11, and 12 . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Prior year excess contributions. Subtract line 13 from line 9. If zero or less, enter -0- . . . . . . 14
15 Excess contributions for 2022 (see instructions) . . . . . . . . . . . . . . . . . . 15
16 Total excess contributions. Add lines 14 and 15 . . . . . . . . . . . . . . . . . . 16
17 Additional tax. Enter 6% (0.06) of the smaller of line 16 or the value of your traditional IRAs on December
31, 2022 (including 2022 contributions made in 2023). Include this amount on Schedule 2 (Form 1040), line 8 17
Part IV Additional Tax on Excess Contributions to Roth IRAs. Complete this part if you contributed more to your Roth
IRAs for 2022 than is allowable or you had an amount on line 25 of your 2021 Form 5329.
18 Enter your excess contributions from line 24 of your 2021 Form 5329. See instructions. If zero, go to line 23 18
19 If your Roth IRA contributions for 2022 are less than your maximum allowable
contribution, see instructions. Otherwise, enter -0- . . . . . . . . . 19
20 2022 distributions from your Roth IRAs (see instructions) . . . . . . . 20
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Prior year excess contributions. Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . 22
23 Excess contributions for 2022 (see instructions) . . . . . . . . . . . . . . . . . . 23
24 Total excess contributions. Add lines 22 and 23 . . . . . . . . . . . . . . . . . . 24
25 Additional tax. Enter 6% (0.06) of the smaller of line 24 or the value of your Roth IRAs on December 31,
2022 (including 2022 contributions made in 2023). Include this amount on Schedule 2 (Form 1040), line 8 25
For Privacy Act and Paperwork Reduction Act Notice, see your tax return instructions. Form 5329 (2022)
QNA
DAVID B ADAMS II 429-25-1289
Form 5329 (2022) Page 2
Part V Additional Tax on Excess Contributions to Coverdell ESAs. Complete this part if the contributions to your
Coverdell ESAs for 2022 were more than is allowable or you had an amount on line 33 of your 2021 Form 5329.
26 Enter the excess contributions from line 32 of your 2021 Form 5329. See instructions. If zero, go to line 31 26
27 If the contributions to your Coverdell ESAs for 2022 were less than the
maximum allowable contribution, see instructions. Otherwise, enter -0- . . 27
28 2022 distributions from your Coverdell ESAs (see instructions) . . . . . 28
29 Add lines 27 and 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
30 Prior year excess contributions. Subtract line 29 from line 26. If zero or less, enter -0- . . . . . . 30
31 Excess contributions for 2022 (see instructions) . . . . . . . . . . . . . . . . . . 31
32 Total excess contributions. Add lines 30 and 31 . . . . . . . . . . . . . . . . . . 32
33 Additional tax. Enter 6% (0.06) of the smaller of line 32 or the value of your Coverdell ESAs on
December 31, 2022 (including 2022 contributions made in 2023). Include this amount on Schedule 2
(Form 1040), line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Part VI Additional Tax on Excess Contributions to Archer MSAs. Complete this part if you or your employer contributed
more to your Archer MSAs for 2022 than is allowable or you had an amount on line 41 of your 2021 Form 5329.
34 Enter the excess contributions from line 40 of your 2021 Form 5329. See instructions. If zero, go to line 39 34
35 If the contributions to your Archer MSAs for 2022 are less than the maximum
allowable contribution, see instructions. Otherwise, enter -0- . . . . . . 35
36 2022 distributions from your Archer MSAs from Form 8853, line 8 . . . . 36
37 Add lines 35 and 36 . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
38 Prior year excess contributions. Subtract line 37 from line 34. If zero or less, enter -0- . . . . . . 38
39 Excess contributions for 2022 (see instructions) . . . . . . . . . . . . . . . . . . 39
40 Total excess contributions. Add lines 38 and 39 . . . . . . . . . . . . . . . . . . 40
41 Additional tax. Enter 6% (0.06) of the smaller of line 40 or the value of your Archer MSAs on
December 31, 2022 (including 2022 contributions made in 2023). Include this amount on Schedule 2
(Form 1040), line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Part VII Additional Tax on Excess Contributions to Health Savings Accounts (HSAs). Complete this part if you,
someone on your behalf, or your employer contributed more to your HSAs for 2022 than is allowable or you had an
amount on line 49 of your 2021 Form 5329.
42 Enter the excess contributions from line 48 of your 2021 Form 5329. If zero, go to line 47 . . . . 42
43 If the contributions to your HSAs for 2022 are less than the maximum
allowable contribution, see instructions. Otherwise, enter -0- . . . . . . 43
44 2022 distributions from your HSAs from Form 8889, line 16 . . . . . . 44
45 Add lines 43 and 44 . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
46 Prior year excess contributions. Subtract line 45 from line 42. If zero or less, enter -0- . . . . . . 46
47 Excess contributions for 2022 (see instructions) . . . . . . . . . . . . . . . . . . 47
48 Total excess contributions. Add lines 46 and 47 . . . . . . . . . . . . . . . . . . 48
49 Additional tax. Enter 6% (0.06) of the smaller of line 48 or the value of your HSAs on December 31,
2022 (including 2022 contributions made in 2023). Include this amount on Schedule 2 (Form 1040), line 8 49
Part VIII Additional Tax on Excess Contributions to an ABLE Account. Complete this part if contributions to your ABLE
account for 2022 were more than is allowable.
50 Excess contributions for 2022 (see instructions) . . . . . . . . . . . . . . . . . . 50
51 Additional tax. Enter 6% (0.06) of the smaller of line 50 or the value of your ABLE account on
December 31, 2022. Include this amount on Schedule 2 (Form 1040), line 8 . . . . . . . . . 51
Part IX Additional Tax on Excess Accumulation in Qualified Retirement Plans (Including IRAs). Complete this part
if you did not receive the minimum required distribution from your qualified retirement plan.
52 Minimum required distribution for 2022 (see instructions) . . . . . . . . . . . . . . . 52
53 Amount actually distributed to you in 2022 . . . . . . . . . . . . . . . . . . . . 53
54 Subtract line 53 from line 52. If zero or less, enter -0- . . . . . . . . . . . . . . . . 54
55 Additional tax. Enter 50% (0.50) of line 54. Include this amount on Schedule 2 (Form 1040), line 8 . 55
Under penalties of perjury, I declare that I have examined this form, including accompanying attachments, and to the best of my knowledge and
Sign Here Only if You belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Are Filing This Form
by Itself and Not With
Your Tax Return Your signature Date
Print/Type preparer’s name Preparer’s signature Date PTIN
Check if
Paid self-employed
Preparer
Firm’s name Firm’s EIN
Use Only
Firm’s address Phone no.
QNA Form 5329 (2022)
Form 8880 Credit for Qualified Retirement Savings Contributions OMB No. 1545-0074
2022
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form8880 for the latest information. Sequence No. 54
Name(s) shown on return Your social security number
DAVID ADAMS II 429-25-1289
You cannot take this credit if either of the following applies.
F
!
CAUTION
• The amount on Form 1040, 1040-SR, or 1040-NR, line 11, is more than $34,000 ($51,000 if head of household; $68,000 if
married filing jointly).
• The person(s) who made the qualified contribution or elective deferral (a) was born after January 1, 2005; (b) is claimed as a
dependent on someone else’s 2022 tax return; or (c) was a student (see instructions).
(a) You (b) Your spouse
1 Traditional and Roth IRA contributions, and ABLE account contributions by the
designated beneficiary for 2022. Do not include rollover contributions . . . . . 1
2 Elective deferrals to a 401(k) or other qualified employer plan, voluntary employee
contributions, and 501(c)(18)(D) plan contributions for 2022 (see instructions) . . 2 12219
3 Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . 3 12219
4 Certain distributions received after 2019 and before the due date (including
extensions) of your 2022 tax return (see instructions). If married filing jointly, include
both spouses’ amounts in both columns. See instructions for an exception . . . 4 2158
5 Subtract line 4 from line 3. If zero or less, enter -0- . . . . . . . . . . . 5 10061
6 In each column, enter the smaller of line 5 or $2,000 . . . . . . . . . . 6 2000
7 Add the amounts on line 6. If zero, stop; you can’t take this credit . . . . . . . . . . . . 7 2000
8 Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 11* . . . . 8 100350
9 Enter the applicable decimal amount from the table below.
* See Pub. 590-A for the amount to enter if you claim any exclusion or deduction for foreign earned income, foreign housing, or income from
Puerto Rico or for bona fide residents of American Samoa.
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8880 (2022)
QNA
DAVID ADAMS II 429-25-1289
Form 8880 (2022) Page 2
Section references are to the Internal Revenue Code unless otherwise Note: Contributions designated under section 414(h)(2) are treated as
noted. employer contributions and, as such, they aren’t voluntary contributions
made by the employee. They don’t qualify for the credit and shouldn’t
Future Developments be included on line 2.
For the latest information about developments related to Form 8880 and Line 4
its instructions, such as legislation enacted after they were published,
go to www.irs.gov/Form8880. Enter the total amount of distributions you, and your spouse if filing
jointly, received after 2019 and before the due date of your 2022 return
Reminder (including extensions) from any of the following types of plans.
Contributions by a designated beneficiary to an Achieving a Better • Traditional or Roth IRAs, or ABLE accounts.
Life Experience (ABLE) account. A retirement savings contribution • 401(k), 403(b), governmental 457(b), 501(c)(18)(D), SEP, SIMPLE, or
credit may be claimed for the amount of contributions you, as the the federal TSP.
designated beneficiary of an ABLE account, make before January 1,
2026, to the ABLE account. See Pub. 907, Tax Highlights for Persons • Qualified retirement plans, as defined in section 4974(c).
With Disabilities, for more information. Don’t include any of the following.
General Instructions • Distributions not taxable as the result of a rollover or a trustee-to-
trustee transfer.
Purpose of Form • Distributions that are taxable as the result of an in-plan rollover to your
Use Form 8880 to figure the amount, if any, of your retirement savings designated Roth account.
contributions credit (also known as the saver’s credit). • Distributions from your eligible retirement plan (other than a Roth IRA)
rolled over or converted to your Roth IRA.
This credit can be claimed in addition to any IRA deduction • Loans from a qualified employer plan treated as a distribution.
TIP claimed on Schedule 1 (Form 1040), line 20. • Distributions of excess contributions or deferrals (and income
allocable to such contributions or deferrals).
Who Can Take This Credit • Distributions of contributions made to an IRA during a tax year and
You may be able to take this credit if you, or your spouse if filing jointly, returned (with any income allocable to such contributions) on or before
made (a) contributions (other than rollover contributions) to a traditional the due date (including extensions) for that tax year.
or Roth IRA; (b) elective deferrals to a 401(k), 403(b), governmental • Distributions of dividends paid on stock held by an employee stock
457(b), SEP, SIMPLE, or to the federal Thrift Savings Plan (TSP); (c) ownership plan under section 404(k).
voluntary employee contributions to a qualified retirement plan, as
• Distributions from a military retirement plan (other than the federal
defined in section 4974(c) (including the federal TSP); (d) contributions
TSP).
to a 501(c)(18)(D) plan; or (e) contributions, as a designated beneficiary
of an ABLE account, to the ABLE account, as defined in section 529A. • Distributions from an inherited IRA by a nonspousal beneficiary.
However, you can’t take the credit if either of the following applies. If you’re filing a joint return, include both spouses’ amounts in both
columns.
• The amount on Form 1040, 1040-SR, or 1040-NR, line 11, is more
than $34,000 ($51,000 if head of household; $68,000 if married filing Exception. Don’t include your spouse’s distributions with yours when
jointly). entering an amount on line 4 if you and your spouse didn’t file a joint
return for the year the distribution was received.
• The person(s) who made the qualified contribution or elective deferral
(a) was born after January 1, 2005; (b) is claimed as a dependent on Example. You received a distribution of $5,000 from a qualified
someone else’s 2022 tax return; or (c) was a student. retirement plan in 2022. Your spouse received a distribution of $2,000
from a Roth IRA in 2020. You and your spouse file a joint return in 2022,
You’ll need to refigure the amount on Form 1040 or
F
!
CAUTION
1040-SR, line 11, if you’re filing Form 2555 or Form 4563 or
you’re excluding income from Puerto Rico. See Pub. 590-A
at www.irs.gov/Pub590A for details.
but didn’t file a joint return in 2020. You would include $5,000 in column
(a) and $7,000 in column (b).
Line 7
You were a student if during any part of 5 calendar months of 2022 Add the amounts from line 6, columns (a) and (b), and enter the total.
you:
Line 11
• Were enrolled as a full-time student at a school; or
Before you complete the following worksheet, figure the amount of any
• Took a full-time, on-farm training course given by a school or a state, credit for the elderly or the disabled you’re claiming on Schedule 3
county, or local government agency. (Form 1040), line 6d. See Schedule R (Form 1040) to figure the credit.
A school includes technical, trade, and mechanical schools. It
doesn’t include on-the-job training courses, correspondence schools, or
Credit Limit Worksheet
schools offering courses only through the Internet. Complete this worksheet to figure the amount to enter on line 11.
Primary’s Legal First Name and Middle Initial Last Name 3ULPDU\¶V6RFLDO6HFXULW\1XPEHU
DAVID B ADAMS 429-25-1289
Spouse’s Legal First Name and Middle Initial Last Name 6SRXVH¶V6RFLDO6HFXULW\1XPEHU
Mailing Address (Number and Street, P.O. Box or Rural Route) Telephone
500 PAKIS STREET APT 1B (501) 545-7574
City State or Province ZIP &KHFNLIDGGUHVVLVRXWVLGH86
Foreign Country
HOT SPRINGS NATL PARK AR 71913
PART I - TAX RETURN INFORMATION (Whole Dollars Only)
1. Total Income (Form AR1000F or AR1000NR, Line 23) .......................................................................................... 1 100350 00
2. Net Tax (Form AR1000F or AR1000NR, Line 38) .................................................................................................. 2 4569 00
3. State Income Tax Withheld (Form AR1000F or AR1000NR, Line 39) .................................................................... 3 5229 00
4. Refund (Form AR1000F or AR1000NR, Line 47) ................................................................................................... 4 660 00
5. Tax Due (Form AR1000F or AR1000NR, Line 51) ................................................................................................. 5 00
PART II - DECLARATION OF TAXPAYER
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transmission of my tax return electronically.
Sign
Here
Primary’s Signature Date Spouse’s Signature Date
AR8453-OL (R 5/25/2022)
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2022 AR1000F
ARKANSAS INDIVIDUAL
P1
INCOME TAX RETURN
Full Year Resident
CHECK BOX IF
AMENDED RETURN Software ID
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FILING STATUS
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7D. TOTAL PERSONAL TAX CREDITS: (Add lines 7A, 7B, and 7C. Enter total here and on line 34) ..................................7D 29 00
25. ADJUSTED GROSS INCOME: (Subtract line 24 from line 23) ......................... 25 100350 00 00
28. NET TAXABLE INCOME: (Subtract line 27 from line 25) ................................. 28 98080 00 00
30. &RPELQHGWD[ (Add amounts from line 29, columns A and B) .............................................................. 30 4636 00
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REFUND OR TAX DUE
50. AMOUNT TO BE REFUNDED TO YOU: (Subtract lines 48 and 49 from line 47) ...........REFUND 50 - 660 00
51. AMOUNT DUE: (If line 46 is less than line 38, enter difference; If over $1,000, continue to 52A) ...........TAX DUE 51 / 00
Direct deposit allowed to U.S. banks only. Check if either deposit(s) will ultimately be placed in a foreign account.
00
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PLEASE SIGN HERE: 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.
SIGN HERE
PLEASE
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AR1000F Page 3 (R 8/25/2022)
AR1000TC 2022
ARKANSAS INDIVIDUAL INCOME TAX
TAX CREDITS
Primary’s legal name Primary’s social security number
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AR1000TC (R 08/16/2022)
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