Tax Return
Tax Return
Tax Return
Important: Your taxes are not finished until all required steps are completed.
ryan t adams
4933 Carnation Ave
Virginia Beach, VA 23462
|
Balance | Your federal amended tax return shows you owe a balance due of
Due/ | $3,684.00.
Refund |
| You are paying by check.
|
______________________________________________________________________________________
|
What You | Your amended tax return - Form 1040-X. Remember to sign and date
Need to | the return.
Mail |
| Your payment - Mail a check or money order for $3,684.00, payable
| to "United States Treasury". Write your Social Security number and
| "2020 Form 1040-X" on the check. Mail the return and check together.
|
| Be sure to attach all forms or schedules that changed to your amended
| return.
|
| Mail your return, attachments and payment to:
| Department of the Treasury
| Internal Revenue Service
| Kansas City, MO 64999-0052
|
| Note: Your state return may be due on a different date. Please
| review your state filing instructions.
|
| Don't forget correct postage on the envelope.
|
______________________________________________________________________________________
|
What You | Keep these instructions and a copy of your return for your records.
Need to | If you did not print one before closing TurboTax, go back to the
Keep | program and select File tab, then select the Print for Your Records
| category.
|
______________________________________________________________________________________
|
2020 | Adjusted Gross Income Correct Amount $ 15,754.00
Federal | Taxable Income Correct Amount $ 3,354.00
Tax | Total Tax Correct Amount $ 338.00
Return | Total Payments/Credits Correct Amount $ 2,990.00
Summary | Payment Due $ 3,684.00
|
______________________________________________________________________________________
Page 1 of 1
Hi ryan,
We just want to thank you for using TurboTax this year! It's our goal to make
your taxes easy and accurate, year after year.
Also included:
- We e-filed your federal returns for free, so you could get your refund
the fastest way possible.
- We provide the Audit Support Center free of charge, in the unlikely
event you get audited.
If you added or changed a tax form (like a W-2), attach a copy to each return.
If a copy of your federal return is printed under your state return, attach the federal
copy to your state return.
3 If you have a balance due, pay online or send a check with your return
You can pay your federal taxes online at www.irs.gov/payments.
That’s it! Here are a few things to keep in mind after you mail your returns:
Current home address (number and street). If you have a P.O. box, see instructions. Apt. no. Your phone number
4933 Carnation Ave (757)266-9468
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below. See instructions.
Virginia Beach VA 23462
Foreign country name Foreign province/state/county Foreign postal code
Amended return filing status. You must check one box even if you are not Full-year health care coverage (or, for amended
changing your filing status. Caution: In general, you can’t change your filing 2018 returns only, exempt). If amending a 2019
status from a joint return to separate returns after the due date. return, leave blank. See instructions.
Single Married filing jointly Married filing separately (MFS) Qualifying widow(er) (QW) Head of household (HOH)
If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying
person is a child but not your dependent. a Sensi s Adams
A. Original amount B. Net change—
Use Part III on the back to explain any changes reported or as amount of increase C. Correct
previously adjusted or (decrease)— amount
Income and Deductions (see instructions) explain in Part III
▲
! For amended 2018 or later returns only, leave lines 24, 28, and 29 blank. A. Original number
of exemptions or
B. Net change C. Correct
number
CAUTION Fill in all other applicable lines.
amount reported or amount
Note: See the Forms 1040 and 1040-SR, or Form 1040A, instructions or as previously
for the tax year being amended. See also the Form 1040-X instructions. adjusted
Bar Tender
Your signature Date Your occupation
F
Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation
Paid Preparer Use Only
F
Self-Prepared
Preparer’s signature Date Firm’s name (or yours if self-employed)
Check if self-employed
PTIN Phone number EIN
For forms and publications, visit www.irs.gov. REV 09/17/21 Intuit.cg.cfp.sp Form 1040-X (Rev. 1-2020)
1040 U.S. Individual Income Tax Return 2020 (99)
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 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 qualifying
one box.
person is a child but not your dependent a Sensi s Adams
Your first name and middle initial Last name Your social security number
ryan t adams 305-17-7266
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number
601-49-0340
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
4933 Carnation Ave 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
Virginia Beach VA 23462 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 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? Yes No
Age/Blindness You: Were born before January 2, 1956 Are blind Spouse: Was born before January 2, 1956 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four easton c adams 728-48-0482 Son
dependents,
see instructions
and check
here a
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . 1 14,643.
Attach 2a Tax-exempt interest . . . 2a 2b
b Taxable interest . . . . .
Sch. B if
3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b
required.
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b
5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b 1,311.
Standard 6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
Deduction for— a
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . 7
• Single or
Married filing 8 Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . . . . . 8 0.
separately,
$12,400 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . a 9 15,954.
• Married filing 10 Adjustments to income:
jointly or
Qualifying a From Schedule 1, line 22 . . . . . . . . . . . . . . 10a
widow(er),
$24,800
b Charitable contributions if you take the standard deduction. See instructions 10b 200.
• Head of c Add lines 10a and 10b. These are your total adjustments to income . . . . . . . . a 10c 200.
household,
$18,650 11 Subtract line 10c from line 9. This is your adjusted gross income . . . . . . . . . a 11 15,754.
• If you checked 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 12,400.
any box under
Standard 13 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . 13
Deduction,
see instructions.
14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 12,400.
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . 15 3,354.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2020)
Form 1040 (2020) Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 338.
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 338.
19 Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . 19 338.
20 Amount from Schedule 3, line 7 . . . . . . . . . . . . . . . . . . . . 20
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21 338.
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22 0.
23 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . 23 4.
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . a 24 4.
25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 1,497.
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b 93.
c Other forms (see instructions) . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 1,590.
• If you have a 26 2020 estimated tax payments and amount applied from 2019 return . . . . . . . . . . 26
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27
attach Sch. EIC.
• If you have 28 Additional child tax credit. Attach Schedule 8812 . . . . . . . 28 1,400.
nontaxable 29 American opportunity credit from Form 8863, line 8 . . . . . . . 29
combat pay,
see instructions. 30 Recovery rebate credit. See instructions . . . . . . . . . . 30
31 Amount from Schedule 3, line 13 . . . . . . . . . . . . 31
32 Add lines 27 through 31. These are your total other payments and refundable credits . . . a 32 1,400.
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . a 33 2,990.
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 2,986.
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . a 35a 2,986.
Direct deposit? ab Routing number X X X X X X X X X a c Type: Checking Savings
See instructions. a
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 2021 estimated tax . . a 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe now . . . . . . . . . . a 37
You Owe Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for
For details on 2020. See Schedule 3, line 12e, and its instructions for details.
how to pay, see
instructions. 38 Estimated tax penalty (see instructions) . . . . . . . . . a 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . a Yes. Complete below. No
Designee’s Phone Personal identification
name a no. a number (PIN) a
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
F
Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 09/17/21 Intuit.cg.cfp.sp Form 1040 (2020)
SCHEDULE 2 OMB No. 1545-0074
Additional Taxes
(Form 1040)
Department of the Treasury
a Attach to Form 1040, 1040-SR, or 1040-NR. 2020
Attachment
Internal Revenue Service a Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 02
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
ryan t adams 305-17-7266
Part I Tax
1 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . 1
2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . 2
3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . 3
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . 4
5 Unreported social security and Medicare tax from Form: a 4137 b 8919 . 5
6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored
accounts. Attach Form 5329 if required . . . . . . . . . . . . . . . . . . 6
7a Household employment taxes. Attach Schedule H . . . . . . . . . . . . . 7a
b Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if
required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b
8 Taxes from: a Form 8959 b Form 8960
c Instructions; enter code(s) UT 4. 8 4.
9 Section 965 net tax liability installment from Form 965-A . . . 9
10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form
1040 or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . . . . . . 10 4.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/17/21 Intuit.cg.cfp.sp Schedule 2 (Form 1040) 2020
SCHEDULE 8812 OMB No. 1545-0074
(Form 1040)
Additional Child Tax Credit . .1040
`
2020
.......
1040-SR
.........
a Attach to Form 1040, 1040-SR, or 1040-NR. 1040-NR
Department of the Treasury a
8812 Attachment
Go to www.irs.gov/Schedule8812 for instructions and the latest information.
Internal Revenue Service (99) Sequence No. 47
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/17/21 Intuit.cg.cfp.sp Schedule 8812 (Form 1040) 2020
CUSTOMER SERVICE: 877-908-7228
This Agreement contains important terms, conditions and disclosures about the processing of your refund
(the "Refund Processing Service") by Santa Barbara Tax Products Group, LLC ("Processor"), a third party
processor using banking services of Green Dot Bank ("Bank"). Read this Agreement carefully before
accepting its terms and conditions, and print a copy and/or retain this information electronically for future
reference. As used in this Agreement, the words "you" and "your" refer to the applicant or both the applicant
and joint applicant if the 2020 federal income tax return is a joint return (individually and collectively,
"Applicant"). The words "we," "us" and "our" refer to Bank and Processor.
1. NOTICE: No Requirement To Use the Refund Processing Service In Order To File Electronically.
YOU UNDERSTAND THAT A REFUND PROCESSING FEE OF $0.00 ("REFUND PROCESSING FEE") IS
CHARGED BY PROCESSOR TO ESTABLISH A TEMPORARY ACCOUNT TO RECEIVE YOUR FEDERAL TAX
REFUND, TO PROCESS IT, TO DEDUCT YOUR TURBOTAX FEES, AND OTHER AUTHORIZED FEES FROM
THAT ACCOUNT, AND TO FORWARD FUNDS TO YOU. THE REFUND PROCESSING FEE IS NOT A LOAN; IT
IS DUE TO PROCESSOR WHETHER OR NOT THE FEDERAL TAX REFUND OCCURS BUT PROCESSOR WILL
NOT PURSUE COLLECTION OF THE REFUND PROCESSING FEE IF YOUR FEDERAL TAX REFUND DOES
NOT OCCUR. THIS FEE IS COLLECTED ONLY AT THE TIME THE REFUND OCCURS. YOU CAN AVOID THIS
FEE AND NOT USE THE REFUND PROCESSING SERVICE BY INSTEAD PAYING THE APPLICABLE
TURBOTAX FEES TO INTUIT INC. BY CREDIT OR DEBIT CARD AT THE TIME YOU FILE YOUR
2020 FEDERAL INCOME TAX RETURN AND ELECTING TO HAVE YOUR REFUND DIRECTLY DEPOSITED IN
YOUR OWN BANK ACCOUNT OR MAILED TO YOU. IF YOU DO USE THE REFUND PROCESSING SERVICE,
YOU CAN EXPECT TO RECEIVE THE PROCEEDS FROM YOUR FEDERAL TAX REFUND WITHIN 21 DAYS
FROM WHEN THE INTERNAL REVENUE SERVICE ("IRS") ACCEPTS YOUR RETURN UNLESS THERE
ARE PROCESSING DELAYS BY THE IRS (OR UNLESS YOUR RETURN CONTAINS EARNED INCOME TAX
CREDIT OR ADDITIONAL CHILD TAX CREDIT, IN WHICH CASE THE IRS WILL ISSUE YOUR REFUND NO
EARLIER THAN FEBRUARY 15, 2021). THE REFUND PROCESSING SERVICE WILL NEITHER SPEED UP
NOR DELAY YOUR FEDERAL TAX REFUND. THE COST OF PREPARING YOUR TAX RETURN IS NOT ANY
MORE OR LESS IF YOU PURCHASE THE REFUND PROCESSING SERVICE.
2. Authorization to Release Personal Information. You authorize the IRS to disclose any information to
Bank and Processor related to the funding of your 2020 federal tax refund. You also authorize Intuit Inc., as
the transmitter of your electronically filed tax return, to disclose your tax return and contact information to
Bank and Processor for use in connection with the Refund Processing Service being provided pursuant to
this Agreement and Bank and Processor to share your information with Intuit Inc. You also represent that
any authorizations you have made in this Section 2 have also been obtained from and are made with respect
to your spouse, if this is a jointly filed return. None of Intuit Inc., Bank or Processor will disclose or use your
tax return information for any other purpose, except as permitted by law. Bank and Processor will not use
your tax information or contact information for any marketing purpose. Please see the Privacy Policy
at the end of this Agreement describing how Bank may use or share your personal information.
3. Summary of Terms
Expected Federal Refund $ 6,670.00
Less Processor Refund Processing Fee $ 0.00
Less TurboTax Fees $ 80.00
Less Fees for Additional Products and Services Purchased $
Expected Proceeds* $ 6,550.00
* These charges are itemized. This is only an estimate. The amount will be reduced by any applicable sales taxes, and if
applicable, a Return Item Fee and an Account Research and Processing Fee paid to Processor as set forth in Sections 4, 6 and
7 below.
4. Temporary Deposit Account Authorization. You hereby authorize Bank to establish a temporary deposit
account ("Deposit Account") for the purpose of receiving your tax year 2020 federal tax refund from the IRS.
Bank or Processor must receive an acknowledgement from the IRS that your return has been electronically
filed and accepted for processing before the Deposit Account can be opened. You authorize Processor to
deduct from your Deposit Account the following amounts: (i) the Refund Processing Fee; (ii) the fees and
charges related to the preparation, processing and transmission of your tax return ("TurboTax Fees"); and
(iii) fees for Additional Products and Services Purchased, plus applicable taxes. You also authorize Processor
ryan t adams 305-17-7266 Page 2
to deduct thirty dollars ($30.00) as a returned item processing fee (the "Return Item Fee") from your Deposit
Account for the additional processing required in the event that your deposit is returned or cannot be
delivered as directed in Section 7 below. A fee of $30.00 (the "Account Research and Processing Fee") may
be charged if we are required to provide additional processing to return the funds to the IRS. These fees will
be deducted from the Deposit Account and will be retained by Processor. You authorize Processor to
disburse the balance of the Deposit Account to you after making all authorized deductions or payments. If
the Deposit Account does not have sufficient funds to pay the TurboTax Fees and the fees for Additional
Products and Services Purchased as set forth in Section 3, (a) you authorize Processor to automatically
deduct such fees (or any portion thereof) via ACH, electronic check, or wire transfer directly from the
account into which you authorized Processor to deposit your expected proceeds as set forth in Section
7, and (b) if you made alternative arrangements with TurboTax for payment of such fees, those
arrangements will be attempted prior to any automatic deduction.
5. Acknowledgements. (a) You understand that: (i) neither Bank nor Processor can guarantee the amount
of your tax year 2020 federal tax refund or the date it will be issued, and (ii) neither Bank nor Processor is
affiliated with the transmitter of the tax return (Intuit Inc.) and neither warrants the accuracy of the
software used to prepare the tax return. (b) You agree that Intuit Inc. is not acting as your agent and is not
under any fiduciary duty with respect to the processing of your refund by Bank and Processor. (c) Your
refund may be held or returned to the IRS if it is suspected of fraud or identity theft.
6. Truth in Savings Disclosure. The Deposit Account is being opened for the purpose of receiving your (or
both spouses if this is a jointly filed return) tax year 2020 federal tax refund. Processor and Bank will deduct
from the Deposit Account the fees set forth in Section 3, including the $ 0.00 Refund Processing Fee for
opening and maintaining the Deposit Account and processing your tax refund. No other deposits may be
made to the Deposit Account. No withdrawals will be allowed from the Deposit Account except to collect the
fees stated in this Section, Section 3, Section 7, and as provided in Section 4. No interest is payable on the
deposit; thus, the annual percentage yield and interest rate are 0%. The Deposit Account will be closed after
all authorized deductions have been made and any remaining balance has been disbursed to you. We will
also charge a Return Item Fee of $30.00 if the refund cannot be delivered as directed in Section 7 of this
Agreement. A $30.00 Account Research and Processing Fee may be charged if we are required to provide
additional processing to return the funds to the IRS. These fees will be deducted from the Deposit Account
and will be retained by Processor. Questions or concerns about the Deposit Account should be directed to
Santa Barbara Tax Products Group, LLC, 11085 North Torrey Pines Road, Suite 210, La Jolla, CA 92037 or
via the Internet at http://sbtpg.com.
7. Disbursement Methods (Select One): You agree that the disbursement method selected below
will be used by Processor to disburse funds to you.
a) Direct Deposit to Turbo(SM) Debit Visa(R) Card: If you choose this option, you authorize and
request Processor to transfer the balance of your Deposit Account to Bank, which
issues the Turbo(SM) Debit Visa Card ("Card") you have obtained or are obtaining, so that Bank
may deposit the balance of your refund into your Card account. Additional fees may be charged
for the use of the Card. Please review the Deposit Account Agreement associated with the use of
your Card to learn of other fees, charges, terms and conditions that will apply. Processor
will not be responsible for your funds once they have been deposited with Bank.
b) X Direct Deposit to Checking or Savings Account: If you choose this option, the balance of your
Deposit Account will be disbursed to you electronically by ACH direct deposit to your personal bank
account designated below. If a joint return is filed, the bank account may be a joint account or the
individual account of either spouse.
provide additional processing to return the funds to the IRS. Return Item and Account Research and
Processing Fees will not exceed $60.00 in the aggregate, and will be deducted from the Deposit
Account for federal tax refunds that continue to be undeliverable and unclaimed and must be returned
to the IRS. These fees will be retained by Processor. Due to the risk of fraudulent diversion of tax
refunds, we will not process any address or account changes for purposes of disbursing your tax
refund. If we become aware that your address or checking or savings account has changed after you
sign this Agreement but before your federal tax refund is received by us, upon receipt of your federal
tax refund from the IRS we will return your tax refund to the IRS after deducting our Refund Processing
Fee, TurboTax Fees and other applicable fees. We will do our best to escalate the return of your
federal tax refund to the IRS and you will need to work with the IRS directly for disbursement.
You must notify Processor in writing 3 business days prior to the date the account will be debited
(as set forth in the email and/or written notices sent to you) to revoke the authorization
for applicable fees agreed to in Section 4, and to afford Processor a reasonable opportunity
to act on your request. You may notify us in writing at: Santa Barbara Tax Products Group, LLC,
11085 North Torrey Pines Road, Suite 210, La Jolla, California 92037.
8. FEDERAL ELECTRONIC FUND TRANSFER ACT DISCLOSURES: In case of errors or questions about
electronic transfers to or from the Deposit Account, write to Santa Barbara Tax Products Group, LLC, 11085
North Torrey Pines Road, Suite 210, La Jolla, California 92037 or telephone (877) 908-7228 and provide
your name, a description or explanation of the error, and the dollar amount of the suspected error. We will
determine whether an error occurred within 10 business days after we hear from you and will correct any
error promptly. If we need more time, however, we may take up to 45 business days to investigate
your complaint or question. If we decide to do this, we will credit your Deposit Account within 10 business days
for the amount you think is in error, although in most circumstances you won’t have use of the money until
we complete our investigation. If we ask you to put your complaint or question in writing and we do not receive
it within 10 business days, we may not credit your Deposit Account. For errors involving transfers of funds to
or from the Deposit Account within 30 business days after the first deposit to the Deposit Account was made,
(i) we may take up to 90 business days to investigate your complaint or question, and (ii) we may take up to
20 business days to credit your Deposit Account for the amount you think is in error. We will tell you the results
within three business days after completing our investigation. If we decide that there was no error, we will
send you a written explanation. You may ask for copies of the documents that we used in our investigation.
Business Days: Our business days are Monday through Friday, excluding federal holidays. Saturday,
Sunday, and federal holidays are not considered business days, even if we are open.
Confidentiality: We will disclose information to third parties about your account or the transfers you make:
Our Liability: If we do not complete a transfer to your account on time or in the correct amount according to
this Agreement, we may be liable for your losses or damages. In addition to all other limitations of liability
set forth in this Agreement, we will not be liable to you if, among other things:
? Circumstances beyond our control (natural disasters, such as fire or flood) prevent the transfer, despite
reasonable precautions that have been taken.
? The funds in your account are subject to legal process or other claim restricting such transfer.
? You or your representative provide us with inaccurate information.
9. Compensation. In addition to any fees paid directly by you to Intuit Inc., Processor will pay
compensation to Intuit Inc. in consideration of Intuit Inc.’s provision of various programming, testing, data
processing, transmission, systems maintenance, status reporting and other software, technical and
communications services. The Refund Processing Fee will be retained by Processor for its Refund
Processing Service. Processor shall pay Bank for its banking services.
10. Governing Law. The enforcement and interpretation of this Agreement and the transactions
contemplated herein shall be governed by the laws of the United States, including the Electronic Signatures
in Global and National Commerce Act, and, to the extent state law applies, the substantive laws of Ohio.
ryan t adams 305-17-7266 Page 4
11. Arbitration Provision. You acknowledge that the services set forth in this Agreement are being made
available and priced by Processor on the basis of your acceptance of the following arbitration provision
("Arbitration Provision"). By entering into this Agreement, you acknowledge that you are giving up the right
to litigate Claims (as defined below) if you, Bank or Processor elects arbitration of the Claims pursuant to
this provision, except as otherwise expressly provided herein, and you hereby knowingly and voluntarily
waive the right to trial of all Claims subject to this Agreement. You further acknowledge that you have read
this Arbitration Provision carefully, agree to its terms, and are entering into this Agreement voluntarily and
not in reliance on any promises or representations whatsoever except those contained in this Agreement.
ARBITRATION NOTICE
THIS AGREEMENT CONTAINS AN ARBITRATION PROVISION. PLEASE READ THIS PROVISION
CAREFULLY, AS IT AFFECTS YOUR LEGAL RIGHTS.
11.1. Arbitration of Claims: Except as expressly provided herein, any claim, dispute or controversy
(whether based upon contract; tort, intentional or otherwise; constitution; statute; common law; or equity
and whether pre-existing, present or future), including initial claims, counter-claims, cross-claims and
third-party claims, arising from or relating directly or indirectly to this Agreement, including the validity,
enforceability, interpretation, scope, or application of the Agreement and this Arbitration Provision (except
for the prohibition on class or other non-individual claims, which shall be for a court to decide) ("Claim")
shall be decided, upon the election of you, Bank or Processor (or our agents, employees, successors,
representatives, affiliated companies, or assigns), by binding arbitration before the American Arbitration
Association ("AAA"). Arbitration replaces the right to litigate a claim in court or to have a jury trial. The
AAA’s phone number is 800-778-7879 and website is http://www.adr.org. You may obtain copies of the
current rules, forms, and instructions for initiating an arbitration using the above information.
11.2. Other Claims Subject to Arbitration: In addition to Claims brought by you, Claims made by anyone
connected with you or anyone making a Claim through you (including a taxpayer filing jointly, employee,
agent, representative, affiliated company, predecessor or successor, heir, assignee, or trustee in bankruptcy)
against us shall be subject to arbitration as described herein.
11.3. Exceptions: We agree not to invoke our right to arbitrate any individual Claim you bring in small
claims court or an equivalent court so long as the Claim is pending only in that court. This Arbitration
Provision also does not limit or constrain our right to interplead funds in the event of claims to the Account
by several parties.
11.4. Individual Claims Only: Claims may be submitted to arbitration on an individual basis only. Claims
subject to this Arbitration Provision may not be joined or consolidated in arbitration with any Claim of any
other person or be arbitrated on a class basis, in a representative capacity on behalf of the general public
or on behalf of any other person, unless otherwise agreed to by the parties in writing. However, taxpayers
filing jointly and party to this Agreement are considered as one person; Processor and its officers, directors,
employees, agents, and affiliates are considered as one person; and Bank and its officers, directors,
employees, agents, and affiliates are considered as one person.
11.5. Arbitration Fees: If you initiate arbitration, we will advance any arbitration fees, including any required
deposit. If we initiate or elect arbitration, we will pay the entire amount of the arbitration fees, including any
required deposit. We will also be responsible for payment and/or reimbursement of any arbitration fees to
the extent that such fees exceed the amount of the filing fees you would have incurred if your Claim had
been brought in the state or federal court nearest your residence with jurisdiction over the Claims.
11.6. Procedure: A single arbitrator will resolve the Claims. The arbitrator will be a lawyer with at least ten
years’ experience or who is a former or retired judge. The arbitration shall follow the rules and procedures of
the arbitration administrator in effect on the date the arbitration is filed, except when there is a conflict or
inconsistency between the rules and procedures of the arbitration administrator and this Arbitration
Provision, in which case this Arbitration Provision shall govern. Any in-person arbitration hearing for a Claim
shall take place within the federal judicial district in which you live or at such other reasonably convenient
location as agreed by the parties. The arbitrator shall apply applicable substantive law consistent with the
Federal Arbitration Act, 9 U.S.C. § 1 et seq. (the "FAA") and shall honor all claims of privilege and
confidentiality recognized at law. All statutes of limitations that would otherwise be applicable shall apply
to any arbitration proceeding. The arbitrator shall be empowered to grant whatever relief would be available
in court under law or in equity. Any appropriate court may enter judgment upon the arbitrator’s award.
This Arbitration Provision is made pursuant to a transaction involving interstate commerce, and shall be
governed by the FAA.
ryan t adams 305-17-7266 Page 5
12. Customer Identity Validation Disclosure. To help Bank, Processor and the government identify and fight
tax refund fraud, as well as fight the funding of terrorism and money laundering activities, Bank and
Processor obtain, verify, and record information that identifies each Refund Processing Service client. What
this means for you: When you apply to use the Refund Processing Service for the purpose of receiving your
federal tax refund, we will ask for your name, address, date of birth, and other information that will allow us
to identify you. We may also ask to see your driver’s license or other identifying documents if we need to
perform additional due diligence on your account.
YOUR AGREEMENT
Bank and Processor agree to all of the terms of this Agreement. By selecting the "I Agree" button in
TurboTax: (i) You authorize Bank to receive your 2020 federal tax refund from the IRS and Processor to
make the deductions from your refund described in the Agreement, (ii) You agree to receive all
communications electronically in accordance with the "Communications" section of the Tax Year 2020
TurboTax(R) User Agreement, (iii) You consent to the release of your 2020 federal tax refund deposit
information and application information as described in Section 2 of this Agreement; and (iv) You
acknowledge that you have reviewed, and agree to be bound by, the Agreement’s terms and conditions. If
this is a joint return, selecting "I Agree" indicates that both spouses agree to be bound by the terms and
conditions of the Agreement.
ryan t adams 305-17-7266
Rev. 10/2019
FACTS WHAT DOES GREEN DOT BANK DO WITH YOUR PERSONAL INFORMATION?
Why? Financial companies choose how they share your personal information. Federal law gives
consumers the right to limit some but not all sharing. Federal law also requires us to tell you how
we collect, share, and protect your personal information. Please read this notice carefully to
understand what we do.
What? The types of personal information we collect and share depend on the product or service
you have with us. This information can include:
How? All financial companies need to share customers’ personal information to run their everyday
business. In the section below, we list the reasons financial companies can share their
customers’ personal information; the reasons Green Dot Bank chooses to share;
and whether you can limit this sharing.
Reasons we can share your Does Green Dot Bank Can you limit this sharing?
personal information share?
Page 2
What we do
How does Green Dot Bank To protect your personal information from unauthorized access
protect my and use, we use security measures that comply with federal law.
personal information? These measures include computer safeguards and secured files
and buildings.
How does Green Dot Bank We collect your personal information, for example, when you
collect my
personal information? ? open an account or make deposits or withdrawals from your
account
? use your debit card or provide account information
? give us your contact information
Why can’t I limit all sharing? Federal law gives you the right to limit only
State laws and individual companies may give you additional rights
to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an Your choices will apply to everyone on your account.
account I hold jointly with someone else?
Definitions
? The only nonaffiliates we share with are Intuit Inc. and its
affiliates and subsidiaries.
? The only joint marketing partners we share with are Intuit Inc.
and its affiliates and subsidiaries.
Depending on where you live, you may have additional privacy protections under state law. We will comply
with applicable state laws before sharing nonpublic personal information about you. We may do this by
sending a separate notice of those rights to you. For example, if you are a resident of California, Illinois,
North Dakota or Vermont, we will not share with nonaffiliates except for our everyday business purposes
or with your consent.
sbia0912.SCR 01/07/21 X - X
ELECTRONIC POSTMARK - CERTIFICATION OF ELECTRONIC FILING
The Intuit Electronic Postmark shows the date and time Intuit received your federal tax return. The Intuit
Electronic Postmark documents the filing date of your income tax return, and the electronic postmark
information should be kept on file with your tax return and other tax-related documentation.
TIMELY FILING:
For your federal return to be considered filed on time, your return must be postmarked on or before
midnight May 17, 2021. Intuit’s electronic postmark is issued in the Pacific Time (PT) zone. If you are
not filing in the PT zone, you will need to add or subtract hours from the Intuit Electronic Postmark time
to determine your local postmark time. For example, if you are filing in the Eastern Time (ET) zone and
you electronically file your return at 9 AM on May 17, 2021, your Intuit electronic postmark will indicate
May 17, 2021, 6 AM. If your federal tax return is rejected, the IRS still considers it filed on time if the
electronic postmark is on or before May 17, 2021, and a corrected return is submitted and accepted
before May 22, 2021. If your return is submitted after May 22, 2021, a new time stamp is issued to
reflect that your return was submitted after the IRS deadline and, consequently, is no longer considered
to have been filed on time.
If you request an automatic six-month extension, your return must be electronically postmarked by
midnight October 15, 2021. If your federal tax return is rejected, the IRS will still consider it filed on
time if the electronic postmark is on or before October 15, 2021, and the corrected return is submitted
and accepted by October 20, 2021.
ryan T adams
4933 Carnation Ave
Virginia Beach, VA 23462
|
Balance | Your Virginia state amended tax return shows no balance due or refund
Due/ | amount.
Refund |
|
______________________________________________________________________________________
|
What You | Your amended tax return - Virginia Resident Income Tax Return.
Need to | Remember to sign and date the return.
Mail |
| Be sure to attach copy of your federal
| Schedules as appropriate.
|
| Mail your return and attachments to:
| Virginia Department of Taxation
| P.O. Box 2260
| Norfolk, VA 23501-2260
|
| Don't forget correct postage on the envelope.
|
______________________________________________________________________________________
|
What You | Keep these instructions and a copy of your return for your records.
Need to | If you did not print one before closing TurboTax, go back to the
Keep | program and select File tab, then select the Print for Your Records
| category.
|
______________________________________________________________________________________
|
2020 | No Refund or Amount Due $ 0.00
Virginia |
Tax |
Return |
Summary |
|
______________________________________________________________________________________
|
Special | Your printed state tax forms may have special formatting on them,
Formatting | such as bar codes or other symbols. This is to enable fast
| processing. Don't worry, these forms have been approved by your
| taxing authority and are acceptable for printing and mailing.
|
______________________________________________________________________________________
Page 1 of 1
2020 VA760CG Page 1
Individual Income Tax Return
[ ]
RYAN T ADAMS
Soc Sec & Tier 1 Railroad 5. Credit - Low-Income or EIC 23. 340.
State Income Tax Overpayment 6. Credit - Schedule OSC 24.
Total VA Adj Gross Income (VAGI) 9. 15754. Tax You Owe 27.
Subtotal (Deductions & Exemptions) 14. 6360. Addition to Tax, Penalty & Interest 32.
Spouse 65 & Over - Spouse No Sales & Use Tax Due Indicator X
Total (B)
Contact Information
I (We), the undersigned, declare under penalty of law that I (we) have examined this return & to the best of my (our) knowledge, it is a true, correct & complete return. If you are requesting direct
deposit of your refund by providing bank information on your return, you are certifying that the information provided is for a domestic account within the territorial jurisdiction of the United States.
The Tax Department may discuss my/our return with my/our preparer. Preparer Information 7
8C.
Total Deductions 9.
Dependent
RYAN T ADAMS
To avoid delays - be sure to enter all information, including the Employer’s FEIN.
1555 REV 08/05/21 INTUIT.CG.CFP.SP
Your amended return checklist
Just follow these steps and you’re done!
If you added or changed a tax form (like a W-2), attach a copy to each return.
If a copy of your federal return is printed under your state return, attach the federal
copy to your state return.
3 If you have a balance due, pay online or send a check with your return
You can pay your federal taxes online at www.irs.gov/payments.
That’s it! Here are a few things to keep in mind after you mail your returns:
Current home address (number and street). If you have a P.O. box, see instructions. Apt. no. Your phone number
4933 Carnation Ave (757)266-9468
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below. See instructions.
Virginia Beach VA 23462
Foreign country name Foreign province/state/county Foreign postal code
Amended return filing status. You must check one box even if you are not Full-year health care coverage (or, for amended
changing your filing status. Caution: In general, you can’t change your filing 2018 returns only, exempt). If amending a 2019
status from a joint return to separate returns after the due date. return, leave blank. See instructions.
Single Married filing jointly Married filing separately (MFS) Qualifying widow(er) (QW) Head of household (HOH)
If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying
person is a child but not your dependent. a Sensi s Adams
A. Original amount B. Net change—
Use Part III on the back to explain any changes reported or as amount of increase C. Correct
previously adjusted or (decrease)— amount
Income and Deductions (see instructions) explain in Part III
▲
! For amended 2018 or later returns only, leave lines 24, 28, and 29 blank. A. Original number
of exemptions or
B. Net change C. Correct
number
CAUTION Fill in all other applicable lines.
amount reported or amount
Note: See the Forms 1040 and 1040-SR, or Form 1040A, instructions or as previously
for the tax year being amended. See also the Form 1040-X instructions. adjusted
Bar Tender
Your signature Date Your occupation
F
Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation
Paid Preparer Use Only
F
Self-Prepared
Preparer’s signature Date Firm’s name (or yours if self-employed)
Check if self-employed
PTIN Phone number EIN
For forms and publications, visit www.irs.gov. REV 09/17/21 Intuit.cg.cfp.sp Form 1040-X (Rev. 1-2020)
1040 U.S. Individual Income Tax Return 2020 (99)
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 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 qualifying
one box.
person is a child but not your dependent a Sensi s Adams
Your first name and middle initial Last name Your social security number
ryan t adams 305-17-7266
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number
601-49-0340
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
4933 Carnation Ave 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
Virginia Beach VA 23462 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 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? Yes No
Age/Blindness You: Were born before January 2, 1956 Are blind Spouse: Was born before January 2, 1956 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four easton c adams 728-48-0482 Son
dependents,
see instructions
and check
here a
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . 1 14,643.
Attach 2a Tax-exempt interest . . . 2a 2b
b Taxable interest . . . . .
Sch. B if
3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b
required.
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b
5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b 1,311.
Standard 6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
Deduction for— a
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . 7
• Single or
Married filing 8 Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . . . . . 8 0.
separately,
$12,400 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . a 9 15,954.
• Married filing 10 Adjustments to income:
jointly or
Qualifying a From Schedule 1, line 22 . . . . . . . . . . . . . . 10a
widow(er),
$24,800
b Charitable contributions if you take the standard deduction. See instructions 10b 200.
• Head of c Add lines 10a and 10b. These are your total adjustments to income . . . . . . . . a 10c 200.
household,
$18,650 11 Subtract line 10c from line 9. This is your adjusted gross income . . . . . . . . . a 11 15,754.
• If you checked 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 12,400.
any box under
Standard 13 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . 13
Deduction,
see instructions.
14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 12,400.
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . 15 3,354.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2020)
Form 1040 (2020) Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 338.
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 338.
19 Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . 19 338.
20 Amount from Schedule 3, line 7 . . . . . . . . . . . . . . . . . . . . 20
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21 338.
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22 0.
23 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . 23 4.
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . a 24 4.
25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 1,497.
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b 93.
c Other forms (see instructions) . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 1,590.
• If you have a 26 2020 estimated tax payments and amount applied from 2019 return . . . . . . . . . . 26
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27
attach Sch. EIC.
• If you have 28 Additional child tax credit. Attach Schedule 8812 . . . . . . . 28 1,400.
nontaxable 29 American opportunity credit from Form 8863, line 8 . . . . . . . 29
combat pay,
see instructions. 30 Recovery rebate credit. See instructions . . . . . . . . . . 30
31 Amount from Schedule 3, line 13 . . . . . . . . . . . . 31
32 Add lines 27 through 31. These are your total other payments and refundable credits . . . a 32 1,400.
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . a 33 2,990.
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 2,986.
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . a 35a 2,986.
Direct deposit? ab Routing number X X X X X X X X X a c Type: Checking Savings
See instructions. a
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 2021 estimated tax . . a 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe now . . . . . . . . . . a 37
You Owe Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for
For details on 2020. See Schedule 3, line 12e, and its instructions for details.
how to pay, see
instructions. 38 Estimated tax penalty (see instructions) . . . . . . . . . a 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . a Yes. Complete below. No
Designee’s Phone Personal identification
name a no. a number (PIN) a
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
F
Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 09/17/21 Intuit.cg.cfp.sp Form 1040 (2020)
SCHEDULE 2 OMB No. 1545-0074
Additional Taxes
(Form 1040)
Department of the Treasury
a Attach to Form 1040, 1040-SR, or 1040-NR. 2020
Attachment
Internal Revenue Service a Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 02
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
ryan t adams 305-17-7266
Part I Tax
1 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . 1
2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . 2
3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . 3
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . 4
5 Unreported social security and Medicare tax from Form: a 4137 b 8919 . 5
6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored
accounts. Attach Form 5329 if required . . . . . . . . . . . . . . . . . . 6
7a Household employment taxes. Attach Schedule H . . . . . . . . . . . . . 7a
b Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if
required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b
8 Taxes from: a Form 8959 b Form 8960
c Instructions; enter code(s) UT 4. 8 4.
9 Section 965 net tax liability installment from Form 965-A . . . 9
10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form
1040 or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . . . . . . 10 4.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/17/21 Intuit.cg.cfp.sp Schedule 2 (Form 1040) 2020
SCHEDULE 8812 OMB No. 1545-0074
(Form 1040)
Additional Child Tax Credit . .1040
`
2020
.......
1040-SR
.........
a Attach to Form 1040, 1040-SR, or 1040-NR. 1040-NR
Department of the Treasury a
8812 Attachment
Go to www.irs.gov/Schedule8812 for instructions and the latest information.
Internal Revenue Service (99) Sequence No. 47
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 09/17/21 Intuit.cg.cfp.sp Schedule 8812 (Form 1040) 2020