Letter of Agreement

Letter of Agreement

Letter of Agreement

  • IRS - Tax Form

  • Married filling separately. Enter spouse's SSN above and full name here.
  • head of house hold with qualifying person. If the qualifying person is a child but not your dependent, enter the child's name.

  • Exemptions

  • Income

  • Wages, salaries, tips, etc. Attach Form(s) W-2
  • Taxable interest. Attach Schedule B if required
  • Tax-exempt interest. Do not include on line 8a
  • Ordinary dividends. Attach Schedule B if required
  • Qualified dividends
  • Taxable refunds, credits, or offsets of state and local income taxes
  • Alimony received
  • Business income or (loss). Attach Schedule C or C-EZ
  • Capital gain or (loss). Attach Schedule D if required.
  • Other gains or (losses). Attach Form 4797
  • IRA distributions
  • IRA distributions Taxable amount
  • Pensions and annuities
  • Pensions and annuities Taxable amount
  • Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
  • Farm income or (loss). Attach Schedule F
  • Unemployment compensation
  • Social security benefits
  • Social security benefits Taxable Amount
  • Other income
  • Combine the amounts in the far right column for lines 7 through 21.

  • Adjusted Gross Income

  • Educator expenses
  • Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZ
  • Health savings account deduction. Attach Form 8889
  • Moving expenses. Attach Form 3903
  • Deductible part of self-employment tax. Attach Schedule SE
  • Self-employed SEP, SIMPLE, and qualified plans
  • Self-employed health insurance deduction
  • Penalty on early withdrawal of savings
  • Alimony paid
  • Recipient’s SSN
  • IRA deduction
  • Student loan interest deduction
  • Tuition and fees. Attach Form 8917
  • Domestic production activities deduction. Attach Form 8903
  • Add lines 23 through 35
  • Subtract line 36 from line 22. This is your adjusted gross income

  • Tax and Credits

  • Amount from line 37 (adjusted gross income)
  • Itemized deductions (from Schedule A) or your standard deduction
  • Subtract line 40 from line 38
  • Exemptions. If line 38 is $156,900 or less, multiply $4,050 by the number on line 6d.
  • Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0-
  • Tax
  • Alternative minimum tax (see instructions). Attach Form 6251
  • Excess advance premium tax credit repayment. Attach Form 8962
  • Add lines 44, 45, and 46
  • Foreign tax credit. Attach Form 1116 if required
  • Credit for child and dependent care expenses. Attach Form 2441
  • Education credits from Form 8863, line 19
  • Retirement savings contributions credit. Attach Form 8880
  • Child tax credit. Attach Schedule 8812, if required
  • Residential energy credits. Attach Form 5695
  • Other credits from Form
  • Add lines 48 through 54. These are your total credits
  • Subtract line 55 from line 47. If line 55 is more than line 47, enter -0-

  • Other Taxes

  • Self-employment tax. Attach Schedule SE
  • Unreported social security and Medicare tax from Form
  • Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required
  • Household employment taxes from Schedule H .
  • First-time homebuyer credit repayment. Attach Form 5405 if required
  • Health care: individual responsibility
  • Taxes
  • Add lines 56 through 62. This is your total tax

  • Payments

  • Federal income tax withheld from Forms W-2 and 1099
  • 2017 estimated tax payments and amount applied from 2016 return
  • Earned income credit (EIC)
  • Nontaxable combat pay election
  • Additional child tax credit. Attach Schedule 8812
  • American opportunity credit from Form 8863, line 8
  • Net premium tax credit. Attach Form 8962
  • Amount paid with request for extension to file
  • Excess social security and tier 1 RRTA tax withheld
  • Credit for federal tax on fuels. Attach Form 4136
  • Credits from Form
  • Add lines 64, 65, 66a, and 67 through 73. These are your total payments

  • Refund

  • If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid
  • Amount of line 75 you want refunded to you. If Form 8888 is attached, check here
  • Routing number
  • Account number
  • Amount of line 75 you want applied to your 2018 estimated tax

  • Amout You Owe

  • Amount you owe. Subtract line 74 from line 63.
  • Estimated tax penalty

  • Third Party Designee

  • Sign Here

  • Your Signature
  • If a joint return both must sign
  • If IRS sent you an ID PIN enter it here
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