/n SCHEDULE 2 (Form 1040) Department of the Treasury Internal Revenue Service Additional Taxes Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form 1040 for instructions and the latest information. Name(s) shown on Form 1040, 1040-SR, or 1040-NR Part I Tax OMB No. 1545-0074 2022 Attachment Sequence No. 02 Your social security number 1 Alternative minimum tax. Attach Form 6251 2 Excess advance premium tax credit repayment. Attach Form 8962 3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 Part II Other Taxes 4 Self-employment tax. Attach Schedule SE . 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 1 2 3 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 11 10 Repayment of first-time homebuyer credit. Attach Form 5405 if required. Additional Medicare Tax. Attach Form 8959 10 11 12 Net investment income tax. Attach Form 8960 12 2 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. Cat. No. 71478U Schedule 2 (Form 1040) 2022 Schedule 2 (Form 1040) 2022 Part II Other Taxes (continued) Page 2 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 c Additional tax on HSA distributions. Attach Form 8889. d Additional tax on an HSA because you didn't remain an eligible individual. Attach Form 8889 e Additional tax on Archer MSA distributions. Attach Form 8853. f Additional tax on Medicare Advantage MSA distributions. Attach Form 8853 17b 17c 17d 17e 17f g Recapture of a charitable contribution deduction related to a fractional interest in tangible personal property h Income you received from a nonqualified deferred compensation plan that fails to meet the requirements of section 409A 17g 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 ■ Tax on accumulation distribution of trusts 171 m Excise tax on insider stock compensation from an expatriated corporation 17m In 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. 170 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: 18 Total additional taxes. Add lines 17a through 17z 19 Reserved for future use 17z 18 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 Schedule 2 (Form 1040) 2022/n SCHEDULE 1 (Form 1040) Department of the Treasury Internal Revenue Service Additional Income and Adjustments to Income Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form 1040 for instructions and the latest information. Name(s) shown on Form 1040, 1040-SR, or 1040-NR Part I Additional Income 1 Taxable refunds, credits, or offsets of state and local income taxes 2a Alimony received b Date of original divorce or separation agreement (see instructions): Business income or (loss). Attach Schedule C 3 4 Other gains or (losses). Attach Form 4797 6 7 Unemployment compensation . 8 Other income: OMB No. 1545-0074 2022 Attachment Sequence No. 01 Your social security number Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E Farm income or (loss). Attach Schedule F. a Net operating loss 1 2a 34567 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 ¡ Prizes and awards 8i j Activity not engaged in for profit income 8j k Stock options . 8k | 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 81 Im Olympic and Paralympic medals and USOC prize money (see instructions) 8m In Section 951(a) inclusion (see instructions) 8n • Section 951A(a) inclusion (see instructions) 80 p Section 461(l) excess business loss adjustment q Taxable distributions from an ABLE account (see instructions) 8p 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 9 Total other income. Add lines 8a through 8z 10 Combine lines 1 through 7 and 9. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 10 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F Schedule 1 (Form 1040) 2022 Schedule 1 (Form 1040) 2022 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 16 17 Self-employed SEP, SIMPLE, and qualified plans . Self-employed health insurance deduction 18 Penalty on early withdrawal of savings 19a Alimony paid 20 21 2222 b Recipient's SSN c Date of original divorce or separation agreement (see instructions): IRA deduction . Student loan interest deduction Reserved for future use 23 Archer MSA deduction 24 Other adjustments: 16 17 18 19a 21 2222 23 a Jury duty pay (see instructions) 24a b Deductible expenses related to income reported on line 81 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 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 or 1040-SR, line 10, or Form 1040-NR, line 10a 26 Schedule 1 (Form 1040) 2022/n $1040 Filing Status Check only one box. Department of the Treasury-Internal Revenue Service U.S. Individual Income Tax Return Single Married filing jointly 2022 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Married filing separately (MFS) Head of household (HOH) Qualifying surviving spouse (QSS) If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child's name if the qualifying person is a child but not your dependent: Your first name and middle initial Last name Your social security number If joint return, spouse's first name and middle initial Last name Home address (number and street). If you have a P.O. box, see instructions. Apt. no. City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code Spouse's social security number Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change Foreign country name Foreign province/state/county Foreign postal code your tax or refund. You Spouse Digital Assets Standard Deduction Age/Blindness You: At any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Someone can claim: You as a dependent Your spouse as a dependent Spouse itemizes on a separate return or you were a dual-status alien Yes No Were born before January 2, 1958 Are blind Spouse: Dependents (see instructions): (2) Social security number (1) First name Last name to you Was born before January 2, 1958 Is blind (3) Relationship (4) Check the box if qualifies for (see instructions): Child tax credit Credit for other dependents If more than four dependents, see instructions and check here Income 1a Total amount from Form(s) W-2, box 1 (see instructions) 1a b Attach Form(s) с Tip income not reported on line 1a (see instructions) W-2 here. Also attach Forms d W-2G and e 1099-R if tax f was withheld. Household employee wages not reported on Form(s) W-2. Medicaid waiver payments not reported on Form(s) W-2 (see instructions) Taxable dependent care benefits from Form 2441, line 26 Employer-provided adoption benefits from Form 8839, line 29 1b 1c 1d 1e 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) 1i instructions. Z Add lines 1a through 1h 1z Attach Sch. B 2a Tax-exempt interest if required. За Qualified dividends 4a IRA distributions Standard 5a Pensions and annuities Deduction for- 6a Social security benefits 2a За 4a 5a 6a b Taxable interest 2b b Ordinary dividends 3b b Taxable amount. 4b b Taxable amount. 5b b Taxable amount. 6b • Single or Married filing C separately, 7 $12,950 If you elect to use the lump-sum election method, check here (see instructions) Capital gain or (loss). Attach Schedule D if required. If not required, check here ☐ ☐ · • Married filing 8 Other income from Schedule 1, line 10 jointly or Qualifying 9 surviving spouse, 10 $25,900 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income Adjustments to income from Schedule 1, line 26 780 • Head of household, $19,400 11 Subtract line 10 from line 9. This is your adjusted gross income 12 • If you checked 13 any box under Standard 14 Standard deduction or itemized deductions (from Schedule A) Qualified business income deduction from Form 8995 or Form 8995-A Add lines 12 and 13 Deduction, 15 see instructions. Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. 9 10 11 12 13 14 15 Cat. No. 11320B Form 1040 (2022) Form 1040 (2022) Page 2 Tax and 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 16 Credits 17 Amount from Schedule 2, line 3 18 Add lines 16 and 17 . 19 20 Child tax credit or credit for other dependents from Schedule 8812 Amount from Schedule 3, line 8 21 Add lines 19 and 20 22 Subtract line 21 from line 18. If zero or less, enter -0- 23 Other taxes, including self-employment tax, from Schedule 2, line 21 24 Add lines 22 and 23. This is your total tax 17 18 19 20 21 22 23 24 67 Payments 25 Federal income tax withheld from: a Form(s) W-2 25a b Form(s) 1099 25b с Other forms (see instructions) 25c d Add lines 25a through 25c 25d 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 33 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits Add lines 25d, 26, and 32. These are your total payments 32 33 Refund 34 35a If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid Amount of line 34 you want refunded to you. If Form 8888 is attached, check here 34 35a Direct deposit? b Routing number c Type: ☐ Checking Savings See instructions. d Account number 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 38 For details on how to pay, go to www.irs.gov/Payments or see instructions Estimated tax penalty (see instructions) 37 38 Third Party Designee Do you want to allow another person to discuss this return with the IRS? See instructions Designee's name Phone no. Yes. Complete below. Personal identification number (PIN) No Sign Here Joint return? See instructions. Keep a copy for your records. 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. Your signature Date Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) Your occupation Phone no. Preparer's name Email address Preparer's signature Paid Preparer Use Only Firm's name Firm's address Go to www.irs.gov/Form 1040 for instructions and the latest information. Date PTIN Check if: Self-employed Phone no. Firm's EIN Form 1040 (2022)