PORTER, JAZZMIN ANTONIQUE

DOB: 06/08/1994 · TX ID: 35498368 · 22810 SAGINAW POINTE LN #7105, KATY TX 77449

Estimated Federal Refund

$3,016.96

EFIN 748335 · PTIN P03215544 · CAF# 0316-76228R

Income Summary

W-2 Wages (NATERA)$17,369.94

W-2 Wages (VILLAGE PRACTICE)$12,348.67

Schedule C Gross Income$15,706.66

Schedule C Net Profit/(Loss)-$2,227.64

Adjusted Gross Income (AGI)$29,718.61

Standard Deduction (Single TY2025)-$15,000.00

Taxable Income$14,718.61

Tax & Credits

Gross Tax Liability$1,527.73

AOTC (Non-Refundable)-$1,500.00

Saver's Credit-$78.98

Tax After Credits$0.00

Federal Withholding (W-2)$2,016.96

AOTC Refundable Portion$1,000.00

ESTIMATED REFUND$3,016.96

Tax Law Citations

IRC §1(c)Tax rate schedules — Single filer TY2025

IRC §63(c)Standard deduction — $15,000 Single (Rev. Proc. 2024-61)

IRC §25A(b)American Opportunity Tax Credit — max $2,500

IRC §25A(i)AOTC 40% refundable — up to $1,000

IRC §25BSaver's Credit — retirement contributions

IRC §162Ordinary and necessary business expenses (Sch C)

IRC §162(l)SE health insurance deduction

IRC §274(d)Mileage substantiation requirements

Rev. Proc. 2024-25TY2025 standard mileage rate: $0.70/mile

Rev. Proc. 2024-61TY2025 inflation adjustments — brackets, deductions, credits

IRC §36BPremium Tax Credit — marketplace insurance (Form 8962)

IRC §6695(g)Paid preparer due diligence requirements (Form 8867)

Andreaa Chan'nel, MPA

Role:ERO Admin

PTIN:P03215544

EFIN:748335

Signed in 03:10 PM

Session: 0m

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EFIN 748335 · TY2025