Electronic Filing Instructions for your 2016 Federal Tax Return

Important: Your taxes are not finished until all required steps are completed.

Charles Algeri, iii & Courtney Algeri

2720 Rainbow Trout Ct, Apt. b
North Pole, AK 99705
|
Balance | Your federal tax return (Form 1040A) shows a refund due to you in the
Due/ | amount of $2,597.00. Your tax refund will be direct deposited into
Refund | your account. The account information you entered - Account Number:
| 8693037007 Routing Transit Number: 125200057.
|
______________________________________________________________________________________
|
When Will | The IRS issued more than 9 out of 10 refunds to taxpayers in less
You Get | than 21 days last year. The same results are expected in 2017. To
Your | get your estimated refund date from TurboTax, log into My TurboTax at
Refund? | www.turbotax.com. If you do not receive your refund within 21 days,
| or the amount you get is not what you expected, contact the Internal
| Revenue Service directly at 1-800-829-4477. You can also check
| www.irs.gov and select the "Where's my refund?" link.
|
______________________________________________________________________________________
|
What You | Your Electronic Filing Instructions (this form)
Need to | Printed copy of your federal return
Keep |
|
______________________________________________________________________________________
|
2016 | Adjusted Gross Income $ 24,994.00
Federal | Taxable Income $ 4,294.00
Tax | Total Tax $ 351.00
Return | Total Payments/Credits $ 2,948.00
Summary | Amount to be Refunded $ 2,597.00
| Effective Tax Rate 1.40%
|
______________________________________________________________________________________

Page 1 of 1
Form Department of the Treasury—Internal Revenue Service
1040A U.S. Individual Income Tax Return (99) 2016 IRS Use Only—Do not write or staple in this space.
Your first name and initial Last name OMB No. 1545-0074
Your social security number
Charles Algeri, iii 600 57 8613
If a joint return, spouse’s first name and initial Last name Spouse’s social security number
Courtney Algeri 517 29 9206
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Make sure the SSN(s) above
c
2720 Rainbow Trout Ct b and on line 6c are correct.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign
North Pole AK 99705 Check here if you, or your spouse if filing
jointly, want $3 to go to this fund. Checking
Foreign country name Foreign province/state/county Foreign postal code a box below will not change your tax or
refund. You Spouse

Filing 1 Single 4 Head of household (with qualifying person). (See instructions.)

status 2 Married filing jointly (even if only one had income) If the qualifying person is a child but not your dependent,
Check only 3 Married filing separately. Enter spouse’s SSN above and enter this child’s name here. a
one box. full name here. a 5 Qualifying widow(er) with dependent child (see instructions)

}
Exemptions 6a Yourself. If someone can claim you as a dependent, do not check Boxes
checked on
box 6a. 6a and 6b 2
b Spouse No. of children
on 6c who:
c Dependents: (4)  if child under
(3) Dependent’s
(2) Dependent’s social • lived with
age 17 qualifying for
If more than six security number you
relationship to you child tax credit (see
dependents, see (1) First name Last name instructions) • did not live
instructions. with you due to
divorce or
separation (see
instructions)
Dependents
on 6c not
entered above

Add numbers
on lines
d Total number of exemptions claimed. above a 2
Income
7 Wages, salaries, tips, etc. Attach Form(s) W-2. 7 24,994.
Attach
Form(s) W-2 8a Taxable interest. Attach Schedule B if required. 8a
here. Also b Tax-exempt interest. Do not include on line 8a. 8b
attach
Form(s) 9a Ordinary dividends. Attach Schedule B if required. 9a
1099-R if tax b Qualified dividends (see instructions). 9b
was 10 Capital gain distributions (see instructions). 10
withheld. 11a IRA 11b Taxable amount
If you did not distributions. 11a (see instructions). 11b
get a W-2, see 12a Pensions and 12b Taxable amount
instructions.
annuities. 12a (see instructions). 12b

13 Unemployment compensation and Alaska Permanent Fund dividends. 13

14a Social security 14b Taxable amount
benefits. 14a (see instructions). 14b

15 Add lines 7 through 14b (far right column). This is your total income. a 15 24,994.
Adjusted
gross 16 Educator expenses (see instructions). 16
income 17 IRA deduction (see instructions). 17
18 Student loan interest deduction (see instructions). 18

19 Tuition and fees. Attach Form 8917. 19

20 Add lines 16 through 19. These are your total adjustments. 20

21 Subtract line 20 from line 15. This is your adjusted gross income. a 21 24,994.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040A (2016)
BAA REV 01/25/17 TTW
Form 1040A (2016) Page 2
Tax, credits, 22 Enter the amount from line 21 (adjusted gross income). 22 24,994.
and
payments
23a Check
if: {
You were born before January 2, 1952,
Spouse was born before January 2, 1952,
Blind Total boxes
Blind checked a 23a }
b If you are married filing separately and your spouse itemizes
Standard deductions, check here a 23b
Deduction
for— 24 Enter your standard deduction. 24 12,600.
• People who 25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-. 25 12,394.
check any
box on line 26 Exemptions. Multiply $4,050 by the number on line 6d. 26 8,100.
23a or 23b or
who can be 27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-.
claimed as a This is your taxable income. a 27 4,294.
dependent,
see 28 Tax, including any alternative minimum tax (see instructions). 28 428.
instructions.
29 Excess advance premium tax credit repayment. Attach
• All others:
Single or Form 8962. 29
Married filing 30 Add lines 28 and 29. 30 428.
separately,
$6,300 31 Credit for child and dependent care expenses. Attach
Married filing Form 2441. 31
jointly or
Qualifying 32 Credit for the elderly or the disabled. Attach
widow(er),
$12,600 Schedule R. 32
Head of 33 Education credits from Form 8863, line 19. 33
household,
$9,300 34 Retirement savings contributions credit. Attach Form 8880. 34 77.
35 Child tax credit. Attach Schedule 8812, if required. 35
36 Add lines 31 through 35. These are your total credits. 36 77.
37 Subtract line 36 from line 30. If line 36 is more than line 30, enter -0-. 37 351.
38 Health care: individual responsibility (see instructions). Full-year coverage 38
39 Add line 37 and line 38. This is your total tax. 39 351.
40 Federal income tax withheld from Forms W-2 and 1099. 40 2,948.
If you have
41 2016 estimated tax payments and amount applied
a qualifying from 2015 return. 41
child, attach 42a Earned income credit (EIC). 42a
Schedule
EIC. b Nontaxable combat pay election. 42b
43 Additional child tax credit. Attach Schedule 8812. 43
44 American opportunity credit from Form 8863, line 8. 44
45 Net premium tax credit. Attach Form 8962. 45
46 Add lines 40, 41, 42a, 43, 44, and 45. These are your total payments. a 46 2,948.
47 If line 46 is more than line 39, subtract line 39 from line 46.
Refund This is the amount you overpaid. 47 2,597.
Direct 48a Amount of line 47 you want refunded to you. If Form 8888 is attached, check here a 48a 2,597.
deposit?
See a b
Routing a c Type: Checking Savings
instructions number 1 2 5 2 0 0 0 5 7
and fill in
48b, 48c, a d
Account
and 48d or number 8 6 9 3 0 3 7 0 0 7
Form 8888. 49 Amount of line 47 you want applied to your
2017 estimated tax. 49
Amount 50 Amount you owe. Subtract line 46 from line 39. For details on how to pay,
you owe see instructions. a 50
51 Estimated tax penalty (see instructions). 51
Third party Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete the following. No
Designee’s Phone Personal identification
designee 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
Sign and belief, they are true, correct, and accurately list all amounts and sources of income I received during the tax year. Declaration of preparer (other
than the taxpayer) is based on all information of which the preparer has any knowledge.
here Your signature Date Your occupation Daytime phone number
F

Joint return?
See instructions. Black Hawk Crew Chief (520)576-2561
Keep a copy 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
for your records.
Mom to be here (see inst.)
Print/type preparer’s name Preparer’s signature Date PTIN
Paid Check a if
self-employed
preparer Firm's name a Firm's EIN a
Self-Prepared
use only Firm's address a Phone no.
REV 01/25/17 TTW Form 1040A (2016)
 8880
OMB No. 1545-0074
Credit for Qualified Retirement Savings Contributions
Form

Department of the Treasury

Internal Revenue Service
Name(s) shown on return
a Attach to Form 1040, Form 1040A, or Form 1040NR.
2016
Attachment
a Information about Form 8880 and its instructions is at www.irs.gov/form8880. Sequence No. 54
Your social security number

Charles Algeri, iii & Courtney Algeri 600-57-8613

You cannot take this credit if either of the following applies.

F
!
CAUTION
• The amount on Form 1040, line 38; Form 1040A, line 22; or Form 1040NR, line 37 is more than $30,750 ($46,125 if head of
household; $61,500 if married filing jointly).
• The person(s) who made the qualified contribution or elective deferral (a) was born after January 1, 1999, (b) is claimed as a
dependent on someone else’s 2016 tax return, or (c) was a student (see instructions).
(a) You (b) Your spouse
1 Traditional and Roth IRA (including myRA) contributions for 2016. Do
not include rollover contributions . . . . . . . . . . . . . 1
2 Elective deferrals to a 401(k) or other qualified employer plan, voluntary
employee contributions, and 501(c)(18)(D) plan contributions for 2016
(see instructions) . . . . . . . . . . . . . . . . . . 2 154.
3 Add lines 1 and 2 . . . . . . . . . . . . . . . . . . 3 154.
4 Certain distributions received after 2013 and before the due date
(including extensions) of your 2016 tax return (see instructions). If
married filing jointly, include both spouses’ amounts in both columns.
See instructions for an exception . . . . . . . . . . . . . 4
5 Subtract line 4 from line 3. If zero or less, enter -0- . . . . . . . 5 154.
6 In each column, enter the smaller of line 5 or $2,000 . . . . . . 6 154.
7 Add the amounts on line 6. If zero, stop; you cannot take this credit . . . . . . . . . . 7 154.
8 Enter the amount from Form 1040, line 38*; Form 1040A, line 22; or
Form 1040NR, line 37 . . . . . . . . . . . . . . . . . 8 24,994.
9 Enter the applicable decimal amount shown below:

If line 8 is— And your filing status is—

Married Head of Single, Married filing
But not filing jointly household
Over— separately, or
over—
Enter on line 9— Qualifying widow(er)
--- $18,500 .5 .5 .5
$18,500 $20,000 .5 .5 .2
$20,000 $27,750 .5 .5 .1 9 X .5
$27,750 $30,000 .5 .2 .1
$30,000 $30,750 .5 .1 .1
$30,750 $37,000 .5 .1 .0
$37,000 $40,000 .2 .1 .0
$40,000 $46,125 .1 .1 .0
$46,125 $61,500 .1 .0 .0
$61,500 --- .0 .0 .0
Note: If line 9 is zero, stop; you cannot take this credit.
10 Multiply line 7 by line 9 . . . . . . . . . . . . . . . . . . . . . . . . . 10 77.
11 Limitation based on tax liability. Enter the amount from the Credit Limit Worksheet in the
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 428.
12 Credit for qualified retirement savings contributions. Enter the smaller of line 10 or line 11 here
and on Form 1040, line 51; Form 1040A, line 34; or Form 1040NR, line 48 . . . . . . . . 12 77.

*See Pub. 590-A for the amount to enter if you are filing Form 2555, 2555-EZ, or 4563 or you are excluding income from Puerto Rico.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 01/25/17 TTW Form 8880 (2016)
 Tax History Report 2016
G Keep for your records

Name(s) Shown on Return

Charles Algeri, iii & Courtney Algeri

Five Year Tax History:

2012 2013 2014 2015 2016

Filing status MFJ

Total income 24,994.

Adjustments to income

Adjusted gross income 24,994.

Tax expense

Interest expense

Contributions

Miscellaneous
deductions

Other Itemized
Deductions

Total itemized/
standard deduction 12,600.

Exemption amount 8,100.

Taxable income 4,294.

Tax 428.

Alternative min tax

Total credits 77.

Other taxes

Payments 2,948.

Form 2210 penalty

Amount owed

Applied to next
year’s estimated tax

Refund 2,597.

Effective tax rate % 1.40

**Tax bracket % 10.0

**Tax bracket % is based on Taxable income.

 Healthcare Entry Sheet 2016
G Keep for your records

The forms associated with healthcare (8965, 8962, 1095-A, 1095-B, 1095-C, and this Healthcare Entry Sheet) all interact with
information from the information worksheet. Be sure to enter all personal information including dependents listed on the return
before using this sheet to track health insurance coverage.

Yes No/Partial
Everyone on the tax return was covered by health insurance all year.

If everyone on the return was covered and there was no Market Place coverage (Form 1095-A) then check the YES box
above - no other action is required. The 1095-B or 1095-C can be used to verify coverage but you do not need to enter
the information if everyone on the return was covered.

Health Insurance Coverage for Individuals: Use this form to report healthcare coverage for individuals for months:
? not reported on 1095-A, 1095-B or 1095-C
? not covered by employer
? months not covered by an exemption

Note: The 1095-A information must be entered on Form 1095-A in order to correctly calculate any Premium Tax Credit. The 1095-B
or the 1095-C months can be entered directly in the table below.

If applicable enter information on form 1095-A, Health Insurance Marketplace Statement

Note: The IRS is not requiring the 1095-B or 1095-C be filed with the returns. To track the months covered you can either enter
on the 1095-B and/or 1095-C or check the boxes below

If applicable enter information on form 1095-B, Health Coverage

If applicable enter information on form 1095-C, Employer-Provided Health Insurance Offer and Coverage

If applicable enter Market Place exemptions (ECNs) or Request exemptions on form 8965

Note: Do not enter the name, SSN, or date of birth directly on the table below. Instead, enter the information at the bottom of the
Personal Information Worksheet or Dependent and Nondependent Information Worksheet.
Or if you check the box at the top "Yes" that "Everyone on the tax return was covered by health insurance all year." the covered
all 12 months box will be marked for all the individuals below regardless of what is entered on the Personal Information or
Dependent and Nondependent Information Worksheet.

Short Gap
Eligible*
Yes No
a. Name of covered individual(s) Covered all
b. SSN c. DOB 12 months Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1 Charles Algeri Short gap: Yes X No
600-57-8613 12/18/95 X X X X X X X X X X X X X T
2 Courtney Algeri Short gap: Yes X No
517-29-9206 07/05/96 X X X X X X X X X X X X X S
3 Short gap: Yes No

4 Short gap: Yes No

5 Short gap: Yes No

6 Short gap: Yes No

* See help for explanation of short gap Yes/No box function. It affects the calculation of short gap coverage for January and
February based on answer, which indicates whether coverage at end of prior year qualify months for short gap eligibility.

To review the detail of each person listed on the return (covered, not covered, exempt) and to see any penalty calculation go to the
Health Care Individual Responsibility Smart Worksheet on Form 8965
Completion checkbox:
Check this box once you are finished with all the healthcare related entries.
 Tax Payments Worksheet 2016
G Keep for your records

Name(s) Shown on Return Social Security Number

Charles Algeri, iii & Courtney Algeri 600-57-8613

Estimated Tax Payments for 2016 (If more than 4 payments for any state or locality, see Tax Help)

Federal State Local

Date Amount Date Amount ID Date Amount ID

1 04/18/16 04/18/16 04/18/16

2 06/15/16 06/15/16 06/15/16

3 09/15/16 09/15/16 09/15/16

4 01/17/17 01/17/17 01/17/17

Tot Estimated
Payments

Tax Payments Other Than Withholding Federal State ID Local ID

(If multiple states, see Tax Help)

6 Overpayments applied to 2016

7 Credited by estates and trusts
8 Totals Lines 1 through 7
9 2016 extensions

Taxes Withheld From: Federal State Local

10 Forms W-2 2,948.

11 Forms W-2G
12 Forms 1099-R
13 Forms 1099-MISC, 1099-K and 1099-G
14 Schedules K-1
15 Forms 1099-INT, DIV and OID
16 Social Security and Railroad Benefits
17 Form 1099-B St Loc
18 a Other withholding St Loc
b Other withholding St Loc
c Other withholding St Loc
d Positive Adjustment St Loc
e Negative Adjustment St Loc
f Additional Medicare Tax
19 Total Withholding Lines 10 through 18f
2,948.
20 Total Tax Payments for 2016 2,948.

Prior Year Taxes Paid In 2016 State ID Local ID

(If multiple states or localities, see Tax Help)

21 Tax paid with 2015 extensions

22 2015 estimated tax paid after 12/31/2015
23 Balance due paid with 2015 return
24 Other (amended returns, installment payments, etc)
 Federal Carryover Worksheet 2016
G Keep for your records

Name(s) Shown on Return Social Security Number

Charles Algeri, iii & Courtney Algeri 600-57-8613

2015 State and Local Income Tax Information (See Tax Help)

(a) (b) (c) (d) (e) (f) (g)

State or Paid With Estimates Pd Total With- Paid With Total Over- Applied
Local ID Extension After 12/31 held/Pmts Return payment Amount

Totals

Other Tax and Income Information 2015 2016

1 Filing status 1 2 MFJ

2 Number of exemptions for blind or over 65 (0 - 4) 2
3 Itemized deductions 3 0.
4 Check box if required to itemize deductions 4
5 Adjusted gross income 5 24,994.
6 Tax liability for Form 2210 or Form 2210-F 6 351.
7 Alternative minimum tax 7
8 Federal overpayment applied to next year estimated tax 8

QuickZoom to the IRA Information Worksheet for IRA information

Excess Contributions 2015 2016

9a Taxpayer’s excess Archer MSA contributions as of 12/31 9a

b Spouse’s excess Archer MSA contributions as of 12/31 b
10 a Taxpayer’s excess Coverdell ESA contributions as of 12/31 10 a
b Spouse’s excess Coverdell ESA contributions as of 12/31 b
11 a Taxpayer’s excess HSA contributions as of 12/31 11 a
b Spouse’s excess HSA contributions as of 12/31 b

Loss and Expense Carryovers 2015 2016

Note: Enter all entries as a positive amount

12 a Short-term capital loss 12 a

b AMT Short-term capital loss b
13 a Long-term capital loss 13 a
b AMT Long-term capital loss b
14 a Net operating loss available to carry forward 14 a
b AMT Net operating loss available to carry forward b
15 a Investment interest expense disallowed 15 a
b AMT Investment interest expense disallowed b
16 Nonrecaptured net Section 1231 losses from: a 2016 16 a
b 2015 b
c 2014 c
d 2013 d
e 2012 e
f 2011 f
 ELECTRONIC POSTMARK - CERTIFICATION OF ELECTRONIC FILING

Taxpayer: Charles Algeri, iii & Courtney Algeri

Primary SSN: 600-57-8613

Federal Return Submitted: March 04, 2017 07:17 PM PST

Federal Return Acceptance Date:

Your return was electronically transmitted on 03/04/2017

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.

There are two important aspects of the Intuit Electronic Postmark:

1. THE INTUIT ELECTRONIC POSTMARK.

The electronic postmark shows the date and time Intuit received the federal return, and is deemed the
filing date if the date of the electronic postmark is on or before the date prescribed for filing of the
federal individual income tax return.

TIMELY FILING:
For your federal return to be considered filed on time, your return must be postmarked on or before
midnight April 18, 2017. 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 April 18, 2017, your Intuit electronic postmark will indicate
April 18, 2017, 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 April 18, 2017, and a corrected return is submitted and accepted
before April 23, 2017. If your return is submitted after April 23, 2017, 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 16, 2017 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 17, 2017, and the corrected return is submitted and
accepted by October 20, 2017.

2. THE ACCEPTANCE DATE.

Once the IRS accepts the electronically filed return, the acceptance date will be provided by the Intuit
Electronic Filing Center. This date is proof that the IRS accepted the electronically filed return.