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["JUDA KALLUS, EA",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,1]
["80 Eighth Avenue, Suite 700"]
["New York, NY 10011-5126"]
["212 727-9811 FAX: 212 727-9812"]
["EMAIL: Juda@judakallus.com"]
[]
["Please be sure to fill in sections A to H"]
["NOTE: WHEN ENTERING SSN AND PHONE NUMBER, PLEASE DO NOT ENTER '—'OR '/'"]
["A. Status on 12/31/2023",null,null,null,null,null,null,null,null,"T. Taxpayer's Name:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,"S. Spouse's Name:"]
[null,"Single",null,null,null,"Dependent",null,null,null,"Social Security #",null,null,null,null,null,null,null,null,null,"DOB",null,null,null,null,"Social Security #",null,null,null,null,null,null,null,null,"DOB"]
[null,"Married Filing Jointly",null,null,null,null,null,null,null,"Occupation",null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Occupation"]
[null,"Married Filing Separately",null,null,null,null,null,null,null,"Home Phone",null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Home Phone"]
[null,"Head of Household",null,null,null,null,null,null,null,"Work Phone",null,null,null,null,null,null,null,null,null,null,"Ext",null,null,null,"Work Phone",null,null,null,null,null,null,null,null,null,"Ext"]
[null,"Widower",null,null,null,null,null,null,null,"Cell",null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Cell"]
[null,null,null,null,null,null,null,null,null,"Fax",null,null,null,null,null,null,null,null,null,null,null,"Private fax",null,null,"Fax",null,null,null,null,null,null,null,null,null,null,"Private fax"]
["B CURRENT ADDRESS",null,null,null,null,null,null,null,null,"E-Mail",null,null,null,null,null,null,null,null,null,null,null,null,null,null,"E-Mail"]
[null,null,null,null,null,null,null,null,null,null,null,null,"City",null,null,null,null,null,null,null,"COUNTY (Not country)",null,null,null,null,null,null,null,null,null,null,"State",null,null,"Zip"]
["C. At any time during 2023, 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\n"]
["     in a digital asset)?",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Yes",null,"No"]
["Did you move in 2023?",null,null,null,null,null,"Yes",null,"No",null,"Date",null,null,null,null,null,null,null,null,"Were you a member of the armed forces?",null,null,null,null,null,null,null,null,null,"Yes",null,"No",null,"If no, no deductions"]
["D. Dependent's Full Name",null,null,null,null,null,null,null,null,null,"Date of Birth",null,null,null,"SOCIAL \nSECURITY \nNUMBER",null,null,null,null,"Relationship",null,null,null,null,"Mos",null,"College",null,null,"Child Care",null,null,"College"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Lived",null,"Student",null,null,"Expenses",null,null,"Education",null,null,"Leave Blank"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"W/You",null,"(X) if Yes",null,null,"*",null,null,"Costs ◊",null,null,"A","L","DIS"]
["1)"]
["2)"]
["3)"]
["4)"]
["E","Did any dependent under 19 (or 24 if enrolled full-time student over 5 months)  years old have interest over $1,250 or",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"*","Please complete Dependent Care organizer 2441,"]
[null,null,"Yes",null,"No","receive a 1099 B? If yes, use a separate sheet #1 for each dependent.",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"which can be found on our website"]
["F","Did any dependent earn more than $1,250 from investments, or more than $13,850 in ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"◊","Please complete Education Tax Credit  organizer"]
[null,"wages and/or investments?",null,null,null,null,null,null,null,null,"Yes",null,"No","If yes, use one sheet #1 per dependent.",null,null,null,null,null,null,null,null,null,null,null,null,"8863 on our website. 1098-T is required"]
["1 W-2s Wages and Withholdings (Attach all W-2s)",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Freelance Income -> Sheet #3"]
["NOTE: PLEASE CHECK BOXES 3,4,5,6 WITH YOUR W2 AND MAKE CHANGES IF APPLICABLE"]
[null,null,null,null,null,null,null,null,"verif",null,null,null,null,"Federal Tax Withheld",null,null,null,null,null,null,"SS Tax Withheld",null,"Medicare",null,null,"Med",null,"State",null,null,"City",null,"NY & NJ",null,"NJ UI",null,"X"]
[null,null,null,null,null,null,null,null,"code","T","Wages",null,null,null,null,null,"SS Wages",null,null,null,null,null,"Wages",null,null,"Tax",null,"Tax",null,null,"Tax",null,"SDI",null,"CASDI",null,"Ret plan"]
["Payer, City & State",null,null,null,null,null,null,null,"x","S","(Box 1)",null,null,"(Box 2)",null,null,"(Box 3)",null,null,null,"(Box 4)",null,"(Box 5)",null,null,"(Box 6)",null,"(Box 17)",null,null,"(Box 19)",null,"(Box 14)",null,"(Box 14)",null,"(Box 13)"]
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[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,0,null,null,null,0,null,0,null,null,0]
["Total (T)",null,null,null,null,null,null,null,null,null,{"$f":"SUMIF($J$37:$J$44,\"T\",K37:M44)","v":0},null,null,{"$f":"SUMIF($J$37:$J$44,\"T\",N37:P44)","v":0},null,null,{"$f":"SUMIF($J$37:$J$44,\"T\",Q37:T44)","v":0},null,null,null,{"$f":"SUMIF($J$37:$J$44,\"T\",U37:V44)","v":0},null,{"$f":"SUMIF($J$37:$J$44,\"T\",W37:Y44)","v":0},null,null,{"$f":"SUMIF($J$37:$J$44,\"T\",Z37:AA44)","v":0},null,{"$f":"SUMIF($J$37:$J$44,\"T\",AB37:AD44)","v":0},null,null,{"$f":"SUMIF($J$37:$J$44,\"T\",AE37:AF44)","v":0},null,{"$f":"SUMIF($J$37:$J$44,\"T\",AG37:AH44)","v":0},null,{"$f":"SUMIF($J$37:$J$44,\"T\",AI37:AJ44)","v":0}]
["Total (S)",null,null,null,null,null,null,null,null,null,{"$f":"SUMIF($J$37:$J$44,\"S\",K37:M44)","v":0},null,null,{"$f":"SUMIF($J$37:$J$44,\"S\",N37:P44)","v":0},null,null,{"$f":"SUMIF($J$37:$J$44,\"S\",Q37:T44)","v":0},null,null,null,{"$f":"SUMIF($J$37:$J$44,\"S\",U37:V44)","v":0},null,{"$f":"SUMIF($J$37:$J$44,\"S\",W37:Y44)","v":0},null,null,{"$f":"SUMIF($J$37:$J$44,\"S\",Z37:AA44)","v":0},null,{"$f":"SUMIF($J$37:$J$44,\"S\",AB37:AD44)","v":0},null,null,{"$f":"SUMIF($J$37:$J$44,\"S\",AE37:AF44)","v":0},null,{"$f":"SUMIF($J$37:$J$44,\"S\",AG37:AH44)","v":0},null,{"$f":"SUMIF($J$37:$J$44,\"S\",AI37:AJ44)","v":0}]
["Total (Combined)",null,null,null,null,null,null,null,null,null,{"$f":"SUM(K37:M44)","v":0},null,null,{"$f":"SUM(N37:P44)","v":0},null,null,{"$f":"SUM(Q37:T44)","v":0},null,null,null,{"$f":"SUM(U37:V44)","v":0},null,{"$f":"SUM(W37:Y44)","v":0},null,null,{"$f":"SUM(Z37:AA44)","v":0},null,{"$f":"SUM(AB37:AD44)","v":0},null,null,{"$f":"SUM(AE37:AF44)","v":0},null,{"$f":"SUM(AG37:AH44)","v":0},null,{"$f":"SUM(AI37:AJ44)","v":0}]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"( LEAVE THE BELOW BLANK )"]
[null,"OTHER WAGES",null,null,null,null,null,null,null,null,null,"SKIP, FOR ACCOUNTANTS ONLY",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Taxpayer",null,null,null,"Spouse"]
["1b","Household employee wages not reported on W2"]
["c","Tip Income not reported on W2"]
["d","Medicaid waiver payment not reported on W2"]
["e","Taxable dependent care benefits from Form 2441"]
["f","Employer-provided adoption benefits from Form 8839"]
["g","Wages from Form 8919"]
["h","Other earned income"]
["i","Nontaxable combat pay election"]
["z","Total",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(AE51:AH58)","v":0},null,null,null,{"$f":"SUM(AI51:AL58)","v":0}]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"( LEAVE THE BELOW BLANK )"]
["2 1099-INT Interest Income",null,null,null,null,null,null,null,null,null,null,null,null,"Use Interest and Dividend Excel Sheet B"]
["3 1099-DIV Dividend Income",null,null,null,null,null,null,null,null,null,null,null,null,"Use Interest and Dividend Excel Sheet B"]
["4 IRA distribution ",null,null,null,null,null,null,null,null,null,null,null,null,"Use 1099-R Excel Sheet"]
["5 Pension, and Annuities ",null,null,null,null,null,null,null,null,null,null,null,null,"Use 1099-R Excel Sheet"]
["7 Sale of Stock/mutual fund shares ",null,null,null,null,null,null,null,null,null,null,null,null,"Attach 1099-B"]
["6 Social Security Benefits (Attach 1099-SSA)",null,null,null,null,null,null,null,null,null,null,null,null,"Benefits Paid",null,null,null,"Benf. Repaid to SSA",null,null,null,null,null,"Net Benefit",null,null,"Fed Inc. Tax W/H",null,null,null,"Medicare Part B",null,null,null,"Medicare Prescrip"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Box #3",null,null,null,"Box #4",null,null,null,null,null,"BOX#5",null,null,"Box #6",null,null,null,"Premiums",null,null,null,"Drugs"]
["(T)"]
["(S)"]
["Total (Combined)",null,null,null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(N68:Q69)","v":0},null,null,null,{"$f":"SUM(R68:W69)","v":0},null,null,null,null,null,{"$f":"SUM(X68:Z69)","v":0},null,null,{"$f":"SUM(AA68:AD69)","v":0},null,null,null,{"$f":"SUM(AE68:AH69)","v":0},null,null,null,{"$f":"SUM(AI68:AL69)","v":0}]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,1]
["SCHEDULE 1 INCOME",null,null,null,null,null,null,null,null,null,null,null,null,"Taxpayer",null,null,"Spouse",null,null,null,"ADJUSTMENTS TO INCOME",null,null,null,null,null,null,null,null,null,null,null,"Taxpayer",null,null,"Spouse"]
[1,"State/NYC-UBT Refunds ATTACH 1099-G (AVAILABLE ONLINE)",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,11,"Educator Expenses (maximum $300 each) Note 1"]
[2,"Alimony Received ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,12,"Performing Artists Exp. Note 2",null,null,null,null,null,null,"Please use Performing Artists Worksheet"]
[null,"Date of original divorce or separation agreement Note 5",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,13,"Health Savings Account USE HSA SHEET 8889"]
[3,"Bus. Freelance Income + Expenses",null,null,null,null,null,null,null,null,null,null,null,"COMPLETE SHEET #3",null,null,null,null,null,null,14,"Moving Expenses (Only member of armed forces)"]
[4,"Gains or (loss) if you sold or exchanged assets (Form 4797）",null,null,null,null,null,null,null,null,null,null,null,"ON REQUIRED ASK US",null,null,null,null,null,null,16,null,"Keogh Note 3",null,null,"SEP Cont. for 2023"]
[5,"Rental Income + Expenses",null,null,null,null,null,null,null,null,null,null,null,"COMPLETE SHEET #4",null,null,null,null,null,null,17,"Health Insurance (for self-employed only) NOTE 4"]
[null,"Estate/Trust/Partnership + S Corp Income",null,null,null,null,null,null,null,null,null,null,null,"ATTACH K-1",null,null,null,null,null,null,18,"Bank Penalty on Withdraw. 1099-INT Box #2"]
[7,"Unemployment Compensation. ATTACH 1099-G(AVAILABLE ONLINE)   BOX-1",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,19,"Alimony Paid ",null,null,null,"$",null,null,"Recipient's SSN"]
[null,"Federal income tax withheld on unemployment             BOX-4",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Date of original divorce or separation agreement Note 5"]
[null,"State income tax withheld on unemployment                 BOX-11",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,20,"Traditional IRA Contributions for 2023"]
[8,"OTHER INCOME ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Roth IRA Contributions for 2023"]
["b","Gambeling",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,21,"Student Loan Interest ATTACH 1098-E"]
["c","Cancellation of Debt. ATTACH 1099-C",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,23,"Archer Medical Saving Account"]
["h","Jury Duty Pay",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,24,"OTHER ADJUSTMENTS"]
["r","Scholarship and fellowship grants not reported on Form W-2",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"a","Jury duty pay if you gave the pay to employer"]
[" z","Other income. List Type and amount: ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"j","Housing deduction form Form 2555"]
[]
[]
[]
["STATE SALES TAX YOU ARE DECLARING",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"TAX CREDITS FOR TAXPAYERS AND DEPENDENTS"]
["to your state for out-of-state purchases (SEE TAX INFO ON OUR WEBSITE)",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,40,"Long Term Care Insurance (NYS)"]
["(Leave Blank)",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,30,"College Savings Plan 529",null,null,null,null,null,null,null,null,null,null,"State",null,null,"Amount"]
["RENTERS RESIDENTIAL CREDIT - CA/NY/NJ/MA/OTHER STATES",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Taxpayer’s Contribution by December 31st"]
["Annual Residential Rent:",null,null,null,null,"$ ",null,null,null,null,"Did you share?",null,null,null,null,null,"Yes",null,"No",null,null,"Spouse’s Contribution by December 31st"]
["If yes, name:",null,null,null,null,null,null,null,null,null,null,"SSN"]
[]
[]
["ESTIMATED TAX PAYMENTS MADE FOR CURRENT YEAR"]
[26,"Federal",null,null,null,null,null,null,null,null,75,"State of:",null,null,null,null,null,null,null,null,75,"State of:",null,null,null,null,null,null,null,22,"NYC UBT"]
["Qtr",null,"Date Paid",null,null,"Amount",null,null,null,null,"Qtr",null,"Date Paid",null,null,"Amount",null,null,null,null,"Qtr",null,"Date Paid",null,null,"Amount",null,null,null,"Qtr",null,"Date Paid",null,null,"Amount"]
["last year's overpay-ment applied to this year's tax",null,null,null,null,null,null,null,null,null,"last year's overpay-ment applied to this year's tax",null,null,null,null,null,null,null,null,null,"last year's overpay-ment applied to this year's tax",null,null,null,null,null,null,null,null,"last year's overpay-ment applied to this year's tax"]
["1st",null,"         /          /",null,null,null,null,null,null,null,"1st",null,"          /          /",null,null,null,null,null,null,null,"1st",null,"         /        /",null,null,null,null,null,null,"1st",null,"       /       /"]
["2nd",null,"         /          /",null,null,null,null,null,null,null,"2nd",null,"          /          /",null,null,null,null,null,null,null,"2nd",null,"         /        /",null,null,null,null,null,null,"2nd",null,"       /       /"]
["3rd",null,"         /          /",null,null,null,null,null,null,null,"3rd",null,"          /          /",null,null,null,null,null,null,null,"3rd",null,"         /        /",null,null,null,null,null,null,"3rd",null,"       /       /"]
["4th",null,"         /          /",null,null,null,null,null,null,null,"4th",null,"          /          /",null,null,null,null,null,null,null,"4th",null,"         /        /",null,null,null,null,null,null,"4th",null,"       /       /"]
["Total",null,null,null,null,{"$f":"SUM(F103:J107)","v":0},null,null,null,null,"Total",null,null,null,null,{"$f":"SUM(P103:T107)","v":0},null,null,null,null,"Total",null,null,null,null,{"$f":"SUM(Z103:AC107)","v":0},null,null,null,"Total",null,null,null,null,{"$f":"SUM(AI103:AL107)","v":0}]
["9 Last Year's\nItemized 12:",null,null,null,null,"(Leave Blank)",null,null,null,null,"62 Last Year's Tax\nLiability 14:",null,null,null,null,"(Leave Blank)",null,null,null,null,"62 Last Year's Tax\nLiability 14:",null,null,null,null,"(Leave Blank)",null,null,null,"23 Last Year's Liability:",null,null,null,null,"(Leave Blank)"]
[]
["16 Last Year's Tax\nLiability 8:",null,null,null,null,"(Leave Blank)",null,null,null,null,"73 This Year's:\nPaid with Ext.:",null,null,null,null,null,null,null,null,null,"73 This Year's:\nPaid with Ext.:",null,null,null,null,null,null,null,null,"24 Paid with Ext.:"]
[]
["Last Year's AGI",null,null,null,null,"(Leave Blank)"]
[]
["71 This Year's:\nPaid with Ext.:"]
[]
["71 Credit for Prior\nYear's Min Tax"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"NOTE"]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,1,"Educator Expenses are applicable to K1–through HS educators"]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,2,"AGI has to be $16,000 OR Less to deduct expenses as a performing artist"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"`"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,3,"If you have employees (other than your spouse) who are members of your Keogh plan or if all plan assets plus"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,"this year’s contribution are valued at $250,000 or more, you are required to file Form 5500-EZ by July 31st. To file"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,"the required form, we will need information about your Keogh/Pension. Call us after April 18th to discuss this."]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,"High penalties result for non-filing. There are no filing requirements for SEP / IRA owners."]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,4,"If you are not self employed, enter your health insurance payments on Sheet #2, Line 1."]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,5,"If the divorce agreement is executed in 2019 or later, there will be no deduction. If you are divorced before 2019 "]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,"but changes are made, additional restrictions may apply."]
[]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"© Copyright 2023 Juda Kallus / Mary Ann Nichols"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"2024-01-22"]