2022 Federal Tax Return Filing

Instructions
FOR THE YEAR ENDING
December 31, 2022

Prepared
ALEXIS E KOPKOWSKI
for

Gross Income..................................... $68504

Adjusted Gross Income...................... $68504

Total Deductions................................ $19400

Tax Total Taxable Income........................ $49104

Summary Total Tax............................................ $2905

Total Payments.................................. $3772

Refund Amount.................................. $867

Amount You Owe............................... $0

Make check
payable to

Mailing Since you are filing your return electronically and you chose to use an
Address electronic signature, you do not mail your return.

Instructions

If you e-filed your return and it has been accepted, you will get notified via text or email if you opted for that option.

Your tax obligation is exactly met. No additional tax is due.

Checklist(2022) FDCHECKE-1WV 1.0

Form Software Copyright 1996 - 2022 HRB Tax Group, Inc.
 2022 STATE TAX RETURN FILING
INSTRUCTIONS
NEW MEXICO
FOR THE YEAR ENDING
December 31, 2022

Prepared
for

Adjusted Gross Income...................... $ 68,504

Total Deductions................................ $ 19,400

Total Taxable Income........................ $ 45,104

Tax
Total Tax............................................ $ 1,804
Summary
Total Payments.................................. $ 2,209

Refund Amount.................................. $ 405

Amount You Owe............................... $ 0

Make check
payable to

Mailing Since you are filing your return electronically and you chose to use an
Address electronic signature, you do not mail your return.

Special Instructions

Checklist( 2022) STCHECK-1WV 1.0

Form Software Copyright 1996 - 2022 HRB Tax Group, Inc.
 2022 TWO YEAR COMPARISON
ALEXIS E KOPKOWSKI
600-60-3452 Keep for Your Records
2022 2021 Difference
Filing status HOH

INCOME:
Wages, salaries, tips, etc. 68,504 68,504
Interest income
Ordinary dividend income
IRA distributions and pension income
Taxable social security income
Capital gain or (loss) (Schedule D)
Schedule 1 - Income
Refunds of state and local taxes
Alimony received
Business income or (loss) (Schedule C)
Other gains or (losses) (Form 4797)
Rental real estate, partnerships, estates, etc. (Schedule E)
Farm income or (loss) (Schedule F)
Unemployment compensation
Other income
Total income 68,504 68,504

ADJUSTMENTS:
Schedule 1 - Adjustments
Educator expenses
Busn expenses for reserviists, performing artists, etc
Health savings account deduction
Moving expenses
Deductible part of self-employment tax
Self-employed SEP, SIMPLE and qualified plans deduction
Self-employed health insurance
Penalty on early withdrawal of savings
Alimony paid
IRA contributions
Student loan interest deduction
Archer MSA deduction
Other adjustments
Total adjustments
ADJUSTED GROSS INCOME: 68,504 68,504

DEDUCTIONS:
Standard deduction or Itemized deductions 19,400 19,400
Charitable contributions if taking standard deduction N/A
If itemized, Schedule A deductions:
Medical and dental expenses
Sales, income, and other taxes paid 2,296 2,296
Interest paid
Gifts to charity
Casualty and theft losses
Other miscellaneous deductions
Qualified business income deduction
TAXABLE INCOME: 49,104 49,104

GEB Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. S0505S 22_ANALYS
 2022 TWO YEAR COMPARISON
ALEXIS E KOPKOWSKI
600-60-3452 Keep for Your Records

2022 2021 Difference

TAX COMPUTATION (BEFORE CREDITS):

Tax 5,602 5,602
Tax calculation method TABLE
Schedule 2 - Taxes
Alternative minimum tax
Excess advance premium tax credit repayment
Total taxes 5,602 5,602
Tax rate 12%

CREDITS:
Child and other dependents tax credit 2,500 2,500
Schedule 3 - Non-Refundable Credits
Foreign tax credit
Child care credit
Education credit 197 197
Retirement savings contribution credit
Other credits
Total credits 2,697 2,697

OTHER TAXES:
Schedule 2 - Other Taxes
Self-employment tax
Additional tax on IRAs
Other taxes
TOTAL TAXES: 2,905 2,905

PAYMENTS:
Federal income tax withheld 3,772 3,772
Estimated payments made
Earned income credit
Refundable child tax credit or additional child tax credit
American opportunity credit
Recovery rebate credit
Schedule 3 - Refundable Credits & Payments
ACA premium tax credit
Qualified sick and family leave credit

Other payments
Total payments 3,772 3,772

AMOUNT DUE / REFUND:

Amount overpaid 867 867
Overpayment applied to next year
Refund 867 867
Amount due
Penalty

Tax Calculation Methods:

Sch D = Sch D tax worksheet QDCGTW = Qual Div Cap Gain Tax WS TCW = Tax Comp Worksheet (rates)
Sch J = Inc Aver for Farmer/Fisherman F8615 = Child with unearned income TABLE = Tax Table
FEITW = Foreign Earned Income Tax WS
GEB Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. S1003O 22_ANALYS2
 Department of the Treasury--Internal Revenue Service
Form

1040 U.S. Individual Income Tax Return 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) X Head of household (HOH) Qualifying surviving spouse (QSS)

Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child's name if the
one box. qualifying person is a child but not your dependent:
Your first name and middle initial Last name Your social security number
ALEXIS E KOPKOWSKI 600-60-3452
If joint return, spouse's first name and middle initial Last name Spouse's social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
Check here if you, or your
1321 Columbia Dr NE 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
Albuquerque NM 87106 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse
Digital At any time during 2022, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell,
Assets exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes X No
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness You: Were born before January 2, 1958 Are blind Spouse: Was born before January 2, 1958 Is blind
(4) Check the box if qualifies
Dependents (see instructions): (2) Social security (3) Relationship for (see inst.):
Child tax credit Credit for other
(1) First name Last name number to you dependents
If more Alyssa Urquidez 765-36-7547 DAUGHTER X
than four
dependents, Rece Kopkowski 765-25-1103 SON X
see instructions
and check
here

Income 1a Total amount from Form(s) W-2, box 1 (see instructions) 1a 68,482
b Household employee wages not reported on Form(s) W-2 1b
Attach Form(s)
W-2 here. Also c Tip income not reported on line 1a (see instructions) 1c
attach Forms d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) 1d
W-2G and
1099-R if tax e Taxable dependent care benefits from Form 2441, line 26 1e 22
was withheld. f Employer-provided adoption benefits from Form 8839, line 29 1f
If you did not g Wages from Form 8919, line 6 1g
get a Form h Other earned income (see instructions) 1h
W-2, see Nontaxable combat pay election (see instructions)
instructions. i 1i
z Add lines 1a through 1h 1z 68,504
Attach 2a Tax-exempt interest 2a b Taxable interest 2b
Sch. B if
required. 3a Qualified dividends 3a b Ordinary dividends 3b
4a IRA distributions 4a b Taxable amount 4b
Standard 5a Pensions and annuities 5a b Taxable amount 5b
Deduction for- 6a Social security benefits 6a b Taxable amount 6b
Single or Married c If you elect to use the lump-sum election method, check here (see instructions)
filing separately,
$12,950
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here 7
Married filing 8 Other income from Schedule 1, line 10 8
jointly or
Qualifying 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 9 68,504
surviving spouse, 10 Adjustments to income from Schedule 1, line 26 10
$25,900
Head of
11 Subtract line 10 from line 9. This is your adjusted gross income 11 68,504
household, 12 Standard deduction or itemized deductions (from Schedule A) 12 19,400
$19,400
13 Qualified business income deduction from Form 8995 or Form 8995-A 13
If you checked
any box under
Standard
14 Add lines 12 and 13 14 19,400
Deduction, 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 15 49,104
see instructions.

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2022)

GEB 22 1040S1 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
Form 1040 (2022) ALEXIS E KOPKOWSKI 600-60-3452 Page 2
Tax and 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 16 5,602
Credits 17 Amount from Schedule 2, line 3 17
18 Add lines 16 and 17 18 5,602
19 Child tax credit or credit for other dependents from Schedule 8812 19 2,500
20 Amount from Schedule 3, line 8 20 197
21 Add lines 19 and 20 21 2,697
22 Subtract line 21 from line 18. If zero or less, enter -0- 22 2,905
23 Other taxes, including self-employment tax, from Schedule 2, line 21 23
24 Add lines 22 and 23. This is your total tax 24 2,905
Payments 25 Federal income tax withheld from:
a Form(s) W-2 25a 3,772
b Form(s) 1099 25b
c Other forms (see instructions) 25c
d Add lines 25a through 25c 25d 3,772
26 2022 estimated tax payments and amount applied from 2021 return 26
If you have a
qualifying 27 Earned income credit (EIC) 27
child, attach
Sch. EIC. 28 Additional child tax credit from Schedule 8812 28
29 American opportunity credit from Form 8863, line 8 29
30 Reserved for future use 30
31 Amount from Schedule 3, line 15 31
32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits 32
33 Add lines 25d, 26, and 32. These are your total payments 33 3,772
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid 34 867
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here 35a 867
Direct deposit? b Routing number 101089742 c Type: X Checking Savings
See instructions.
d Account number 8074622006
36 Amount of line 34 you want applied to your 2023 estimated tax 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe.
You Owe For details on how to pay, go to www.irs.gov/Payments or see instructions 37
38 Estimated tax penalty (see instructions) 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions Yes. Complete below. X No
Designee's Phone Personal identification
name no. number (PIN)
Sign 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 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
Joint return? Protection PIN, enter
See instructions. Librarian it here (see inst.)
Keep a copy for Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent your spouse an Identity
your records. Protection PIN, enter
it here (see inst.)

Phone no. 928-600-8994 Email address [email protected]

Preparer's name Preparer's signature Date PTIN Check if:
Paid Self-employed
Preparer Firm's name Phone no.
Use Only Firm's address
Firm's EIN
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2022)

GEB 22 1040S2 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
SCHEDULE 3 Additional Credits and Payments
OMB No. 1545-0074

(Form 1040)
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Go to www.irs.gov/Form1040 for instructions and the latest information. Attachment
Internal Revenue Service Sequence No. 03
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
ALEXIS E KOPKOWSKI 600-60-3452
Part l Nonrefundable Credits
1 Foreign tax credit. Attach Form 1116 if required 1
2 Credit for child and dependent care expenses from Form 2441, line 11. Attach
Form 2441 2
3 Education credits from Form 8863, line 19 3 197
4 Retirement savings contributions credit. Attach Form 8880 4
5 Residential energy credits. Attach Form 5695 5
6 Other nonrefundable credits:
a General business credit. Attach Form 3800 6a
b Credit for prior year minimum tax. Attach Form 8801 6b
c Adoption credit. Attach Form 8839 6c
d Credit for the elderly or disabled. Attach Schedule R 6d
e Alternative motor vehicle credit. Attach Form 8910 6e
f Qualified plug-in motor vehicle credit. Attach Form 8936 6f
g Mortgage interest credit. Attach Form 8396 6g
h District of Columbia first-time homebuyer credit. Attach Form 8859 6h
i Qualified electric vehicle credit. Attach Form 8834 6i
j Alternative fuel vehicle refueling property credit. Attach Form 8911 6j
k Credit to holders of tax credit bonds. Attach Form 8912 6k
l Amount on Form 8978, line 14. See instructions 6l
z Other nonrefundable credits. List type and amount:
6z
7 Total other nonrefundable credits. Add lines 6a through 6z 7
8 Add lines 1 through 5 and 7. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 20 8 197
(continued on page 2)
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 3 (Form 1040) 2022

GEB 22 1040SCH3 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
Schedule 3 (Form 1040) 2022 ALEXIS E KOPKOWSKI 600-60-3452 Page 2
Part ll Other Payments and Refundable Credits
9 Net premium tax credit. Attach Form 8962 9
10 Amount paid with request for extension to file (see instructions) 10
11 Excess social security and tier 1 RRTA tax withheld 11
12 Credit for federal tax on fuels. Attach Form 4136 12
13 Other payments or refundable credits:
a Form 2439 13a
b Credit for qualified sick and family leave wages paid in 2022 from
Schedule(s) H for leave taken before April 1, 2021 13b
c Reserved for future use 13c
d Credit for repayment of amounts included in income from earlier
years 13d
e Reserved for future use 13e
f Deferred amount of net 965 tax liability (see instructions) 13f
g Reserved for future use 13g
h Credit for qualified sick and family leave wages paid in 2022 from Schedule(s)
H for leave taken after March 31, 2021, and before October 1, 2021 13h
z Other payments or refundable credits. List type and amount:
13z
14 Total other payments or refundable credits. Add lines 13a through 13z 14
15 Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 31 15
Schedule 3 (Form 1040) 2022
GEB 22 1040SCH32 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
Form 2441 Child and Dependent Care Expenses OMB No. 1545-0074
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form2441 for instructions and the latest information. Sequence No.21
Name(s) shown on return Your social security number
ALEXIS E KOPKOWSKI 600-60-3452
A You can't claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the
requirements listed in the instructions under Married Persons Filing Separately. If you meet these requirements, check this box
B If you or your spouse was a student or was disabled during 2022 and you're entering deemed income of $250 or $500 a month on
Form 2441 based on the income rules listed in the instructions under If You or Your Spouse Was a Student or Disabled, check this box
Part I Persons or Organizations Who Provided the Care -- You must complete this part.
If you have more than three care providers, see the instructions and check this box
(d) Was the care provider
your household employee
in 2022? For example, this
1 (a) Care provider's (b) Address (c) Identifying number generally includes nannies (e) Amount paid
name (number, street, apt. no., city, state, and ZIP code) (SSN or EIN) but not daycare centers. (see instructions)
(see inst.)
5980 Kinney Road X
Alphabest Lewisville NC 27023 20-2042559 Yes No 628
3211 Monte Vista Blvd NE X
KASA Albuquerque NM 87106 85-0356946 Yes No 400

Yes No

Did you receive No Complete only Part II below.

dependent care benefits? Yes Complete Part III on page 2 next.
Caution: If the care provider is your household employee, you may owe employment taxes. For details, see the Instructions for Schedule H (Form 1040). If you incurred
care expenses in 2022 but didn’t pay them until 2023, or if you prepaid in 2022 for care to be provided in 2023, don’t include these expenses in column (d) of line 2 for
2022. See the instructions.
Part II Credit for Child and Dependent Care Expenses
2 Information about your qualifying person(s). If you have more than three qualifying persons, see the instructions and check this box
(a) Qualifying person's name (c) Check here if the (d) Qualified expenses
First Last (b) Qualifying person's qualifying person was you incurred and paid
over age 12 and was in 2022 for the person
social security number disabled.(see inst.) listed in column (a)

Rece Kopkowski 765-25-1103

3 Add the amounts in column (d) of line 2. Don't enter more than $3,000 if you had one qualifying person
or $6,000 if you had two or more persons. If you completed Part III, enter the amount from line 31 3 0
4 Enter your earned income. See instructions 4 68,504
5 If married filing jointly, enter your spouse's earned income (if you or your spouse was a student
or was disabled, see the instructions); all others, enter the amount from line 4 5 68,504
6 Enter the smallest of line 3, 4, or 5 6 0
7 Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 11 7 68,504
8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7.
If line 7 is: If line 7 is: If line 7 is:
But not Decimal But not Decimal But not Decimal
Over over amount is Over over amount is Over over amount is
$0-15,000 .35 $25,000-27,000 .29 $37,000-39,000 .23
15,000-17,000 .34 27,000-29,000 .28 39,000-41,000 .22 8 X .20
17,000-19,000 .33 29,000-31,000 .27 41,000-43,000 .21
19,000-21,000 .32 31,000-33,000 .26 43,000-No limit .20
21,000-23,000 .31 33,000-35,000 .25
23,000-25,000 .30 35,000-37,000 .24
9a Multiply line 6 by the decimal amount on line 8 9a 0
b If you paid 2021 expenses in 2022, complete Worksheet A in the instructions. Enter the amount
from line 13 of the worksheet here. Otherwise, enter -0- on line 9b and go to line 9c 9b 0
c Add lines 9a and 9b and enter the result 9c
10 Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions 10 5,602
11 Credit for child and dependent care expenses. Enter the smaller of line 9c or line 10 here and
on Schedule 3 (Form 1040), line 2 11 0
For Paperwork Reduction Act Notice, see your tax return instructions. Form 2441 (2022)
GEB 22 24411 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc
Form 2441 (2022) ALEXIS E KOPKOWSKI 600-60-3452 Page 2
Part III Dependent Care Benefits
12 Enter the total amount of dependent care benefits you received in 2022. Amounts you
received as an employee should be shown in box 10 of your Form(s) W-2. Don't include
amounts reported as wages in box 1 of Form(s) W-2. If you were self-employed or a
partner, include amounts you received under a dependent care assistance program from
your sole proprietorship or partnership 12 1,050
13 Enter the amount, if any, you carried over from 2020 and/or 2021 and used in 2022. See instructions 13
14 If you forfeited or carried over to 2023 any of the amounts reported on line 12 or 13, enter the
amount. See instructions 14 ( )
15 Combine lines 12 through 14. See instructions 15 1,050
16 Enter the total amount of qualified expenses incurred
in 2022 for the care of the qualifying person(s) 16 1,028
17 Enter the smaller of line 15 or 16 17 1,028
18 Enter your earned income. See instructions 18 68,482
19 Enter the amount shown below that applies to you.
If married filing jointly, enter your
spouse's earned income (if you or your
spouse was a student or was disabled, see
the instructions for line 5). 19 68,482
If married filing separately, see instructions.
All others, enter the amount from line 18.
20 Enter the smallest of line 17, 18, or 19 20 1,028
21 Enter $5,000 ($2,500 if married filing separately and you were
required to enter your spouse's earned income on line 19). If
you entered an amount on line 13, add it to the $5,000 or $2,500
amount you enter on line 21. However, don't enter more than
the maximum amount allowed under your dependent care plan.
If your dependent care plan uses a non-calendar plan year,
see instructions 21 5,000
22 Is any amount on line 12 or 13 from your sole proprietorship or partnership?
X No. Enter -0-.
Yes. Enter the amount here 22 0
23 Subtract line 22 from line 15 23 1,050
24 Deductible benefits. Enter the smallest of line 20, 21, or 22. Also, include this amount on
the appropriate line(s) of your return. See instructions 24 0
25 Excluded benefits. If you checked ``No'' on line 22, enter the smaller of line 20 or 21.
Otherwise, subtract line 24 from the smaller of line 20 or line 21. If zero or less, enter -0- 25 1,028
26 Taxable benefits. Subtract line 25 from line 23. If zero or less, enter -0-. Also, enter this
amount on Form 1040, 1040-SR, or 1040-NR, line 1e 26 22
To claim the child and dependent care credit,
complete lines 27 through 31 below.
27 Enter $3,000 ($6,000 if two or more qualifying persons) 27 3,000
28 Add lines 24 and 25 28 1,028
29 Subtract line 28 from line 27. If zero or less, stop. You can't take the credit.
Exception. If you paid 2021 expenses in 2022, see the instructions for line 9b 29 1,972
30 Complete line 2 on page 1 of this form. Don't include in column (d) any benefits shown
on line 28 above. Then, add the amounts in column (d) and enter the total here 30 0
31 Enter the smaller of line 29 or 30. Also, enter this amount on line 3 on page 1 of this form
and complete lines 4 through 11 31
GEB 22 24412 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc Form 2441 (2022)
SCHEDULE 8812 Credits for Qualifying Children OMB No. 1545-0074
(Form 1040) and Other Dependents
Attach to Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Go to www.irs.gov/Schedule8812 for instructions and the latest information. Attachment
Internal Revenue Service Sequence No. 47
Name(s) shown on return Your social security number
ALEXIS E KOPKOWSKI 600-60-3452
Part I Child Tax Credit and Credit for Other Dependents
1 Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR 1 68,504
2a Enter income from Puerto Rico that you excluded 2a
b Enter the amounts from lines 45 and 50 of your Form 2555 2b
c Enter the amount from line 15 of your Form 4563 2c
d Add lines 2a through 2c 2d
3 Add lines 1 and 2d 3 68,504
4 Number of qualifying children under age 17 with the required social security no. 4 1
5 Multiply line 4 by $2,000 5 2,000
6 Number of other dependents, including any qualifying children who are not
under age 17 or who do not have the required social security number 6 1
Caution: Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or U.S.
resident alien. Also, do not include anyone you included on line 4.
7 Multiply line 6 by $500 7 500
8 Add lines 5 and 7 8 2,500
9 Enter the amount shown below for your filing status.
Married filing jointly--$400,000
All other filing statuses--$200,000 9 200,000
10 Subtract line 9 from line 3.
If zero or less, enter -0-.
If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For
example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc. 10 0
11 Multiply line 10 by 5% (0.05) 11
12 Is the amount on line 8 more than the amount on line 11? 12 2,500
No. STOP. You cannot take the child tax credit, credit for other dependents, or additional child tax credit.
Skip Parts II-A and II-B. Enter -0- on lines 14 and 27.
X Yes. Subtract line 11 from line 8. Enter the result.
13 Enter the amount from the Credit Limit Worksheet A 13 5,405
14 Enter the smaller of line 12 or 13. This is your child tax credit and credit for other dependents 14 2,500
Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 19.
If the amount on line 12 is more than the amount on line 14, you may be able to take the additional child tax credit
on Form 1040, 1040-SR, or 1040-NR, line 28. Complete your Form 1040, 1040-SR, or 1040-NR through line 27
(also complete Schedule 3, line 11) before completing Part II-A.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 8812 (Form 1040) 2022

GEB 22 88121 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
Form 8863 Education Credits OMB No. 1545-0074
(American Opportunity and Lifetime Learning Credits)
Attach to Form 1040 or 1040-SR. Attachment
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/Form8863 for instructions and the latest information. Sequence No. 50
Name(s) shown on return Your social security number
ALEXIS E KOPKOWSKI 600-60-3452

! Complete a separate Part III on page 2 for each student for whom you're claiming either credit
before you complete Parts I and II.
CAUTION

Part I Refundable American Opportunity Credit

1 After completing Part III for each student, enter the total of all amounts from all Parts III, line 30 1
2 Enter: $180,000 if married filing jointly; $90,000 if single, head of
household, or qualifying surviving spouse 2
3 Enter the amount from Form 1040 or 1040-SR, line 11. But if you're filing Form
2555 or 4563, or you're excluding income from Puerto Rico, see Pub. 970 for
the amount to enter instead 3
4 Subtract line 3 from line 2. If zero or less, stop; you can't take any
education credit 4
5 Enter: $20,000 if married filing jointly; $10,000 if single, head of household,
or qualifying surviving spouse 5
6 If line 4 is:
Equal to or more than line 5, enter 1.000 on line 6
Less than line 5, divide line 4 by line 5. Enter the result as a decimal (rounded to 6
at least three places)
7 Multiply line 1 by line 6. Caution: If you were under age 24 at the end of the year and meet the conditions
described in the instructions, you can't take the refundable American opportunity
credit; skip line 8, enter the amount from line 7 on line 9, and check this box 7
8 Refundable American opportunity credit. Multiply line 7 by 40% (0.40). Enter the amount here and
on Form 1040 or 1040-SR, line 29. Then go to line 9 below 8
Part II Nonrefundable Education Credits
9 Subtract line 8 from line 7. Enter here and on line 2 of the Credit Limit Worksheet (see instructions) 9
10 After completing Part III for each student, enter the total of all amounts from all Parts III, line 31. If
zero, skip lines 11 through 17, enter -0- on line 18, and go to line 19 10 983
11 Enter the smaller of line 10 or $10,000 11 983
12 Multiply line 11 by 20% (0.20) 12 197
13 Enter: $180,000 if married filing jointly; $90,000 if single, head of
household, or qualifying surviving spouse 13 90,000
14 Enter the amount from Form 1040 or 1040-SR, line 11. But if you're filing Form
2555 or 4563, or you're excluding income from Puerto Rico, see Pub. 970 for
the amount to enter instead 14 68,504
15 Subtract line 14 from line 13. If zero or less, skip lines 16 and 17, enter -0-
on line 18, and go to line 19 15 21,496
16 Enter: $20,000 if married filing jointly; $10,000 if single, head of household,
or qualifying surviving spouse 16 10,000
17 If line 15 is:
Equal to or more than line 16, enter 1.000 on line 17 and go to line 18
Less than line 16, divide line 15 by line 16. Enter the result as a decimal (rounded to 17 1.000
at least three places)
18 Multiply line 12 by line 17. Enter here and on line 1 of the Credit Limit Worksheet (see instructions) 18 197
19 Nonrefundable education credits. Enter the amount from line 7 of the Credit Limit Worksheet
(see instructions) here and on Schedule 3 (Form 1040), line 3 19 197
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8863 (2022)
GEB 22 88631 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
Form 8863 (2022) Page 2
Name(s) shown on return Your social security number
ALEXIS E KOPKOWSKI 600-60-3452

Complete Part III for each student for whom you're claiming either the American
! opportunity credit or lifetime learning credit. Use additional copies of page 2 as needed for
CAUTION each student.

Part III Student and Educational Institution Information. See instructions.

20 Student name (as shown on page 1 of your tax return) 21 Student social security number (as shown on page 1 of
Alexis E your tax return)
Kopkowski 600-60-3452
22 Educational institution information (see instructions)
a. Name of first educational institution b. Name of second educational institution (if any)
University of Arizona
(1) Address. Number and street (or P.O. box). City, town or (1) Address. Number and street (or P.O. box). City, town or
post office, state, and ZIP code. If a foreign address, see post office, state, and ZIP code. If a foreign address, see
instructions. instructions.
888 N Euclid Ave
Tucson AZ 85721
(2) Did the student receive Form 1098-T (2) Did the student receive Form 1098-T
from this institution for 2022? X Yes No from this institution for 2022? Yes No
(3) Did the student receive Form 1098-T (3) Did the student receive Form 1098-T
from this institution for 2021 with box Yes X No from this institution for 2021 with box Yes No
7 checked? 7 checked?
(4) Enter the institution's employer identification number (EIN) (4) Enter the institution's employer identification number
if you're claiming the American opportunity credit or if you (EIN) if you're claiming the American opportunity credit or
checked ``Yes'' in (2) or (3). You can get the EIN from Form if you checked ``Yes'' in (2) or (3) . You can get the EIN
1098-T or from the institution. from Form 1098-T or from the institution.
74-2652689
23 Has the American opportunity credit been claimed for this Yes -- Stop!
student for any 4 prior tax years ? X Go to line 31 for this student. No -- Go to line 24.

24 Was the student enrolled at least half-time for at least one

academic period that began or is treated as having begun in 2022
at an eligible educational institution in a program leading towards a Yes -- Go to line 25. No -- Stop! Go to line 31
postsecondary degree, certificate, or other recognized for this student.
postsecondary educational credential? See instructions.
25 Did the student complete the first 4 years of postsecondary Yes -- Stop!
education before 2022? See instructions. Go to line 31 for this No -- Go to line 26.
student.
26 Was the student convicted, before the end of 2022, of a Yes -- Stop!
felony for possession or distribution of a controlled Go to line 31 for this No -- Complete lines 27
substance? student. through 30 for this student.

! You can't take the American opportunity credit and the lifetime learning credit for the same student in the same year. If
you complete lines 27 through 30 for this student, don't complete line 31.
CAUTION
American Opportunity Credit
27 Adjusted qualified education expenses (see instructions). Don't enter more than $4,000 27
28 Subtract $2,000 from line 27. If zero or less, enter -0- 28 0
29 Multiply line 28 by 25% (0.25) 29
30 If line 28 is zero, enter the amount from line 27. Otherwise, add $2,000 to the amount on line 29 and
enter the result. Skip line 31. Include the total of all amounts from all Parts III, line 30, on Part I, line 1 30
Lifetime Learning Credit
31 Adjusted qualified education expenses (see instructions). Include the total of all amounts from all Parts
III, line 31, on Part II, line 10 31 983
GEB 22 88632 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. Form 8863 (2022)
 OMB No. 1545-0074
Form 8889 Health Savings Accounts (HSAs)
Attach to Form 1040, 1040-SR, or 1040-NR. Attachment
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/Form8889 for instructions and the latest information. Sequence No. 52
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Social security number of HSA
beneficiary. If both spouses have
ALEXIS E KOPKOWSKI HSAs, see instructions. 600-60-3452
Before you begin: Complete Form 8853, Archer MSAs and Long-Term Care Insurance Contracts, if required.
Part I HSA Contributions and Deduction. See the instructions before completing this part. If you are filing jointly
and both you and your spouse each have separate HSAs, complete a separate Part I for each spouse.
1 Check the box to indicate your coverage under a high-deductible health plan (HDHP) during 2022.
See instructions Self-only X Family
2 HSA contributions you made for 2022 (or those made on your behalf), including those made
by the unextended due date of your tax return that were for 2022. Do not include employer
contributions, contributions through a cafeteria plan, or rollovers. See instructions 2
3 If you were under age 55 at the end of 2022 and, on the first day of every month during 2022, you
were, or were considered, an eligible individual with the same coverage, enter $3,650 ($7,300 for
family coverage). All others, see the instructions for the amount to enter 3 7,300
4 Enter the amount you and your employer contributed to your Archer MSAs for 2022 from Form 8853,
lines 1 and 2. If you or your spouse had family coverage under an HDHP at any time during 2022, also
include any amount contributed to your spouse's Archer MSAs 4

5 Subtract line 4 from line 3. If zero or less, enter -0- 5 7,300

6 Enter the amount from line 5. But if you and your spouse each have separate HSAs and had family
coverage under an HDHP at any time during 2022, see the instructions for the amount to enter 6 7,300
7 If you were age 55 or older at the end of 2022, married, and you or your spouse had family coverage
under an HDHP at any time during 2022, enter your additional contribution amount. See instructions 7
8 Add lines 6 and 7 8 7,300
9 Employer contributions made to your HSAs for 2022 9 90
10 Qualified HSA funding distributions 10
11 Add lines 9 and 10 11 90
12 Subtract line 11 from line 8. If zero or less, enter -0- 12 7,210
13 HSA deduction. Enter the smaller of line 2 or line 12 here and on Schedule 1 (Form 1040), Part II, line 13 13

Caution: If line 2 is more than line 13, you may have to pay an additional tax. See instructions.
Part II HSA Distributions. If you are filing jointly and both you and your spouse each have separate HSAs, complete
a separate Part II for each spouse.
14a Total distributions you received in 2022 from all HSAs (see instructions) 14a
b Distributions included on line 14a that you rolled over to another HSA. Also include any excess
contributions (and the earnings on those excess contributions) included on line 14a that were
withdrawn by the due date of your return. See instructions 14b
c Subtract line 14b from line 14a 14c 0
15 Qualified medical expenses paid using HSA distributions (see instructions) 15
16 Taxable HSA distributions. Subtract line 15 from line 14c. If zero or less, enter -0-. Also, include this
amount in the total on Schedule 1 (Form 1040), Part I, line 8f 16 0
17a If any of the distributions included on line 16 meet any of the Exceptions to the Additional
20% Tax (see instructions), check here
b Additional 20% tax (see instructions). Enter 20% (0.20) of the distributions included on line 16
that are subject to the additional 20% tax. Also, include this amount in the total on Schedule 2 (Form
1040), Part II, line 17c 17b
Part III Income and Additional Tax for Failure To Maintain HDHP Coverage. See the instructions before
completing this part. If you are filing jointly and both you and your spouse each have separate HSAs,
complete a separate Part III for each spouse.
18 Last-month rule 18
19 Qualified HSA funding distribution 19
20 Total income. Add lines 18 and 19. Include this amount on Schedule 1 (Form 1040), Part I, line 8f 20
21 Additional tax. Multiply line 20 by 10% (0.10). Include this amount in the total on Schedule 2 (Form
1040), Part II, line 17d 21
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8889 (2022)

GEB 22 88891 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
 2022 WAGES AND SALARIES SUMMARY ATTACHMENT

ALEXIS E KOPKOWSKI
600-60-3452
T Federal Social Security State State Local
Employer Name Employer EIN or Wages State
S Withholding Tax Withheld Wages Tax Withheld Tax Withheld

University of New Mexico 85-6000642 T 59,161 3,605 4,065 NM 59,161 2,209

Pima Community College 86-0208787 T 9,321 167 644 AZ 9,321 87

Total 68,482 3,772 4,709 68,482 2,296

GEB Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. V0505D 22_W2LO
 2022 FEDERAL TAX WITHHOLDINGS ATTACHMENT
ALEXIS E KOPKOWSKI
600-60-3452
W-2 University of New Mexico 3,605
W-2 Pima Community College 167

Total to Form 1040/1040-SR line 25d 3,772

GEB Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. V0505D 22_TXFEDWH
 2022 SCHEDULE A - STATE AND LOCAL TAX ATTACHMENT
ALEXIS E KOPKOWSKI
600-60-3452

NM STATE W2 W/H FROM University of New Mexico 2,209

AZ STATE W2 W/H FROM Pima Community College 87

TOTAL TO SCHEDULE A LINE 5A 2,296

GEB Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. S0505S 22_ASLT
 2022 FORM 8863 CREDIT LIMIT WORKSHEET - LINE 19
ALEXIS E KOPKOWSKI
600-60-3452 Keep for Your Records

NONREFUNDABLE CREDIT WORKSHEET

1. Enter the amount from Form 8863, line 18 1. 197

2. Enter the amount from Form 8863, line 9 2.

3. Add lines 1 and 2 3. 197

4. Enter the amount from:
Form 1040 or 1040-SR, line 18 4. 5,602
5. Enter the total of your credits from:
Schedule 3 (Form 1040), lines 1 and 2,
6d and 6l 5.

6. Subtract line 5 from line 4 6. 5,602

7. Enter the smaller of line 3 or line 6 here and on Form 8863, line 19 7. 197

GEB Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. S0505S 22_8863CLW
 2022 EDUCATION OPTIMIZATION SUMMARY
ALEXIS E KOPKOWSKI
600-60-3452 Keep for Your Records

Optimization has been selected for one or more students in the return. The results are listed below.

Name Social Security Expense Type

Number

Alexis E Kopkowski 600-60-3452 983 LIFETIME

PLEASE NOTE:
Optimization is only calculated at the 1040 Federal level.

GEB Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. S0506S 22_EDOPT
 2022 SCHEDULE 8812 CREDIT LIMIT WORKSHEET A
ALEXIS E KOPKOWSKI
600-60-3452 Keep for Your Records

1. Enter the amount from line 18 of your Form 1040, 1040-SR, or Form 1040-NR 1 5,602

2. Add the following amounts (if applicable) from:

Schedule 3, line 1 +
Schedule 3, line 2 +
Schedule 3, line 3 + 197
Schedule 3, line 4 +
Schedule 3, line 6d +
Schedule 3, line 6e +
Schedule 3, line 6f +
Schedule 3, line 6l +
Form 5695, line 30 +

Enter the total 2

197

3. Subtract line 2 from line 1 3 5,405

Complete Credit Limit Worksheet B only if you meet all of the following:
1. You are claiming one or more of the following credits:
a. Mortgage interest credit, Form 8396.
b. Adoption credit, Form 8839.
c. Residential clean energy credit, Form 5695, Part I.
d. District of Columbia first-time homebuyer credit, Form 8859.
2. You are not filing Form 2555.
3. Line 4 of Schedule 8812 is more than zero.

4. If you are not completing Credit Limit Worksheet B, enter -0-; otherwise, enter
the amount from Credit Limit Worksheet B 4

5. Subtract line 4 from line 3. Enter here and on Schedule 8812, line 13 5 5,405

GEB Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. S0930O 22_8812CLWA
 2023 CARRYFORWARD INFORMATION
ALEXIS E KOPKOWSKI
600-60-3452 Keep for Your Records
Itemized Returns Only - 2022 state and local tax refund (this amount may not be taxable in 2022)
Charitable contributions carryover to 2023
Estimated short-term capital loss carryover
Estimated long-term capital loss carryover
2022 tax liability (for 2023 Form 2210 purposes) 2,905
Form 8839: 2021 carryover of unqualified expenses
Refund amount applied to 2023
Disallowed investment interest in 2022
Additional state taxes paid
Form 8396: Mortgage interest credit from 2020
Mortgage interest credit from 2021
Mortgage interest credit from 2022
Form 8801: Minimum tax credit carryforward 0
Potential 2023 IRA contribution from 2022 tax refund
NOL carryforward: Regular Tax AMT Tax
from 2002 from 2012 from 2002 from 2012
from 2003 from 2013 from 2003 from 2013
from 2004 from 2014 from 2004 from 2014
from 2005 from 2015 from 2005 from 2015
from 2006 from 2016 from 2006 from 2016
from 2007 from 2017 from 2007 from 2017
from 2008 from 2018 from 2008 from 2018
from 2009 from 2019 from 2009 from 2019
from 2010 from 2020 from 2010 from 2020
from 2011 from 2021 from 2011 from 2021
Gross NOL generated in 2022 Gross AMT NOL generated in 2022
To be absorbed in carryback period To be absorbed in carryback period
Net carryforward from 2022 Net carryforward from 2022
Total carryforward to 2023 Total carryforward to 2023

The amounts carried to next year from Schedule(s) E, pages 1 and/or 2, are found on Form 8582,
Worksheet 6. Carryover AMT amounts are found on the AMT Form 8582, Worksheet 6.
Foreign Tax Credit carryforward to 2023
General Business Credit carryforward to 2023
First-Time Homebuyer Credit Repayment carryforward to 2023
If there are Form(s) 6252 in this tax return, the gross profit ratio and prior payments received (including
the current year payments) will carry forward from each Form 6252.
Amounts from Form 6251, lines 16 through 18, lines 27 and 28 are automatically carried forward to 2023.

GEB Form Software Copyright 1996 - 2023 HRB Tax Group, Inc. S0506S 22_CRYFWD
2022 PIT-1 NEW MEXICO PERSONAL INCOME TAX RETURN
For the year January 1 - December 31, 2022
or fiscal year beginning F.1 ending F.2
If amending use Form 2022 PIT-X.
1729 01 1
Print your name (first, middle, last) Age 65 Residency
SOCIAL SECURITY NUMBER
Blind or over status Taxpayer's date of birth
1a ALEXIS E KOPKOWSKI 1b 600-60-3452 1c 1d 1e R 1f 01/26/1982
Print your spouse's name (first, middle, last). If married filing separately, incl. spouse. Spouse's date of birth
2a 2b - - 2c 2d 2e 2f

4. If a deceased taxpayer's refund If taxpayer or spouse Taxpayer's date of death

3a If the address is new or changed, mark this box. must be made payable to a person died before this 4c
Mailing Address (Number and street) other than the taxpayer or spouse return is filed, enter
named on this return, enter below date of death.
Spouse's date of death
3b 1321 Columbia Dr NE the name and social security number
of that person. You must also attach
4d
City State Postal/ZIP Code
Form RPD-41083.
3c Albuquerque NM 87106 Residency status:
4a
For taxpayer and spouse
If foreign address, enter country Foreign province and/or state Name (1e and 2e), enter:
R if Resident
3d
4b - - N if Non-Resident
5. EXEMPTIONS: Taxpayer, spouse, dependents, and other dependents SSN
F if First-Year Resident
3 reported on federal Form 1040. If you are a dependent or other dependent
of another taxpayer, enter 00. (See instructions) P if Part-Year Resident

EXTENSION OF TIME TO FILE: If you have a federal or state

6a
extension, mark box 6a and enter the extension date in box 6b. 6b 7. FILING STATUS. Mark only one box.
8. DEPENDENTS AND OTHER DEPENDENTS. As listed on your federal return. (1) Single
(You must report the first 5 dependents and other dependents in this table. Use Schedule PIT-S for additional entries.) (2) Married filing jointly
Column 1 Column 2 Column 3
First name Last name Dependent's SSN Date of birth (MM/DD/CCYY)
(3) Married filing separately (Enter spouse's name
and social security number in 2a and 2b.)
Alyssa Urquidez 765 - 36 - 7547 12/17/2003
(4) Head of household (Enter name of person
X qualifying
Rece Kopkowski 765 - 25 - 1103 2/12/2011 you as head of household if that person is not
- - counted as a qualified dependent on your federal return.)

- - (4a)

- - (5) Qualifying widow(er) with dependent child

9. FEDERAL ADJUSTED GROSS INCOME. (from federal Form 1040 or 1040SR, line 11) 9 68,504
10. If you itemized your federal deduction amount, enter the amount of state and local tax deduction claimend on
federal Form 1040, Schedule A, line 5a. See the worksheet in the instructions + 10

11. Total Additions to federal adjusted gross income (PIT-ADJ, line 5). Attach PIT-ADJ + 11

12. Federal standard or itemized deduction amount (from federal Form 1040, line 12)
- 12 19,400
12a. If you itemized, mark the box 12a

13. Deduction for certain dependents. See the worksheet in the instructions - 13 4,000
14. New Mexico low- and middle-income tax exemption. See PIT-1 instructions - 14

15. Total Deductions and Exemptions from federal income (PIT-ADJ, line 26). Attach PIT-ADJ
- 15
16. Medical care expense deduction. See PIT-1 instructions
- 16
You must complete both lines 16 and 16a or the deduction will be denied.

16a. Unreimbursed and uncompensated medical care expenses 16a

17. NEW MEXICO TAXABLE INCOME. Add lines 9, 10 and 11, then subtract lines 12, 13, 14, 15 and 16 = 17 45,104
Cannot be less than zero.
18. New Mexico tax on amount on line 17 or from PIT-B, line 14
18 1,804
18a. From Tax Rate Table = R. From PIT-B, line 14 = B 18a B
19. Additional amount for tax on lump-sum distributions. See PIT-1 instructions + 19
20. Credit for taxes paid to another state. You must have been a New Mexico resident during all or
part of the year. Include a copy of other state's return. See PIT-1 instructions 20
-
21. Business-related income tax credits applied, from Schedule PIT-CR, line A. Attach PIT-CR - 21
22. NET NEW MEXICO INCOME TAX. Add lines 18 and 19, then subtract lines 20 and 21. Cannot be less
than zero
= 22 1,804
Electronic filers: If you file your New Mexico Personal Income Tax return online and also pay tax due online,
your due date is May 01, 2023. All others must file by April 18, 2023. See PIT-1 instructions for details. Continue on page 2.
22 NM1 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
2022 PIT-1 (page 2)
NEW MEXICO PERSONAL INCOME TAX RETURN
1
YOUR SOCIAL SECURITY NUMBER
600 - 60 - 3452
Do not submit a photocopy of this form to the Department. Submit only original forms and keep a copy for your records. If submitting this return by mail
send to: New Mexico Taxation and Revenue Department, P. O. Box 25122, Santa Fe, New Mexico 87504-5122

23. The amount on line 22 from page 1 23 1,804

24. Total claimed on rebate and credit schedule (PIT-RC, line 25). Attach PIT-RC. 24
25. Working families tax credit. (You must complete lines 25, 25a, and 25b* or the deduction will be denied.) + 25
25a. The amount of federal earned income credit (EIC) reported on your
25a
2022 federal income tax return or calculated under NM Expansion
25b. *NM Expansion Only: Check this box if you did not qualify for the EIC on your federal return 25b X
+ 26
26. Refundable business-related income tax credits from Schedule PIT-CR, line B. Attach PIT-CR
+ 27 2,209
27. New Mexico income tax withheld. Attach annual statements of income and withholding
+ 28
28. New Mexico income tax withheld from oil and gas proceeds. Attach 1099-Misc or RPD-41285
+ 29
29. New Mexico income tax withheld from a pass-through entity. Attach 1099-Misc or RPD-41359
30. 2022 estimated income tax payments. See PIT-1 instructions + 30

31. Other Payments + 31

32. TOTAL PAYMENTS AND CREDITS. Add lines 24 through 31 = 32 2,209
33. TAX DUE. If line 23 is greater than line 32, enter the difference here 33

34. Penalty on underpayment of estimated tax. If you want penalty computed for you, leave blank + 34
35. Special method allowed for calculation of underpayment of estimated tax penalty. If you owe penalty on
underpayment of estimated tax and you qualify, enter 1, 2, 3, 4, or 5 in the box. Attach RPD-41272 35.

36. Penalty. See PIT-1 instructions. If you want penalty computed for you, leave blank + 36

37. Interest. See PIT-1 instructions. If you want interest computed for you, leave blank + 37
38. TAX, PENALTY, AND INTEREST DUE. Add lines 33, 34, 36, and 37 = 38

39. OVERPAYMENT. If line 23 is less than line 32, enter the difference here 39 405
40. Refund voluntary contributions (PIT-D, line 19). Attach PIT-D - 40

41. Amount from line 39 you want applied to your 2023 Estimated Tax - 41

42. AMOUNT TO BE REFUNDED TO YOU. Line 39 minus lines 40 and 41 = 42 405

!! REFUND EXPRESS !! HAVE IT DIRECTLY DEPOSITED! SEE INSTRUCTIONS AND COMPLETE ALL REQUIRED: You must answer this question.
QUESTIONS IN THIS BLOCK. WILL THIS REFUND GO TO OR THROUGH AN ACCOUNT
Choose one.
RE.3 Type: LOCATED OUTSIDE THE UNITED STATES? If yes, you
Mark X by
RE.1 Routing number: 091409843 Checking X
your choice. may not use this refund delivery option. See instructions.
RE.2 Account number: 322107808121 Savings RE.4 YES NO X
HSD. 1 Check this box if you would like to see if you and the members of your household qualify for medical insurance through the Human Services
Department (HSD) or Health Insurance Exchange (NMHIE). Important: Checking this box gives the Taxation and Revenue Department
permission to share information provided on the PIT-1 and PIT-S with HSD and NMHIE. See instructions for additional information

I declare I have examined this return, including accompanying schedules and state- Paid preparer's use only:
ments, and to the best of my knowledge and belief it is true, correct, and complete.
Your signature Date
Signature of preparer Date

Driver's License, State ID No. or enter ``NONE" or ``DECLINED" State Expiration Date

D02785779 AZ 01/26/2047 P.1 Firm's name (or yours, if self-employed)

Spouse's signature Date P.2 NMBTIN

P.3 Preparer's PTIN

Spouse's Driver's License, State ID No. or enter ``NONE" or State Expiration Date
``DECLINED" P.4 FEIN
P.5 Preparer's phone number
(If filing jointly, BOTH must sign even if only one had income.)
Mark this box if Form RPD-41338 is on file
Taxpayer's phone number 928-600-8994 P.6 for this taxpayer. See PIT-1 instructions.
Taxpayer's email address [email protected]
22 NM2 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
2022 PIT-B
NEW MEXICO ALLOCATION AND APPORTIONMENT
OF INCOME SCHEDULE

1
Print your name (first, middle, last) YOUR SOCIAL SECURITY NUMBER

ALEXIS E KOPKOWSKI 600 - 60 - 3452

Taxpayers who allocate and apportion income from both inside and outside the State of New Mexico must complete this schedule. Please refer to the
instructions when completing this schedule. Include the Schedule PIT-B with your personal income tax return, Form PIT-1.

For first-year and part-year resident taxpayers, enter the period of residency. A. From B. through
If your spouse's residency period is different, enter the period of residency
for your spouse. If additional periods of residency apply, write them in the C. From D. through
space below this line.

If the taxpayer or spouse is a military servicemember's spouse qualifying for relief under the Military Spouse Taxpayer Spouse
Residency Relief Act, is not a resident of New Mexico, and is allocating income from services performed in New
Mexico to their state of residence, mark the appropriate box. E. F.

NOTE: Resident taxpayers including persons physically present 185 days or more in New Mexico
must allocate all income and deductions on lines 1, 2, 3, and 7 in full to New Mexico.

SECTION I: ALLOCATION OF NONBUSINESS INCOME Column 1 Column 2

Total Federal Income New Mexico Income
1. Wages, salaries, tips, etc. If non-resident military personnel, see PIT-B instructions. 1 68,504 68,504
1a. If you used Form PIT-110 to calculate line 1, Column 2, mark this box 1a
2. Nonbusiness interest and dividends. Include difference from Schedule PIT-ADJ, 2
line 1 minus line 6
3
3. Pensions, annuities, social security, and lump-sum distributions
4
4. Rents and royalties

5
5. Gains or losses from the sale or exchange of property
6
6. Income or losses from pass-through entities
7
7. All other income not included in lines 1 through 6 and line 8

SECTION II: APPORTIONMENT OF BUSINESS AND FARM INCOME (For line 8. If none, go to line 9.)
8. Business and farm income. To determine the amount for Column 2, complete 8
worksheet PIT-B, page 2. See the instructions

9 68,504 68,504
9. ADD lines 1 through 8 and enter the amount here

10. Federal adjustments to income. In Column 1, enter the figure from federal Schedule 1, 10
Adjustment to Income . For Column 2, see the PIT-B instructions

11. Total income. Line 9 minus line 10. Column 1 must be equal to or
greater than Federal Adjusted Gross Income (Form PIT-1, line 9) 11 68,504 68,504
If non-resident military personnel, see the PIT-B instructions.

12. DIVIDE the amount on line 11, Column 2 by the amount on line 11, Column 1. showing 4 decimal places.
(Cannot be less than zero. If greater than 1, enter 100.0000.) 12 100 %
13. Using the tax rate tables, find the tax applicable to PIT-1, line 17. If an amount for tax on lump-sum
distributions is shown on PIT-1, line 19, add it to the tax and enter the result here 13 1,804
14. MULTIPLY line 12 by line 13. Enter the amount here and on PIT-1, line 18, and then in the box on PIT-1, line 18a,
mark B to indicate the tax came from PIT-B 14 1,804
22 NMB1 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.
PIT-8453 New Mexico Taxation and Revenue Department
07/16/2020
INDIVIDUAL INCOME TAX DECLARATION FOR
ELECTRONIC FILING AND TRANSMITTAL
First Name, Middle Initial, and Last Name Social Security Number (SSN)
Residency
Alexis E Kopkowski R Status
600-60-3452
Spouse First Name, Middle Initial, and Last Name Social Security Number (SSN)
Residency
Status

Mailing Address, City, State, and Zip Code

1321 COLUMBIA DR NE ALBUQUERQUE NM 87106
TAX YEAR (CCYY):
FILING STATUS (Check One) X (4.) Head of household (Enter name of person who qualifies you as
(1.) Single head of household if that person is not counted as a qualified
(2.) Married filing jointly exemption on your federal return.)
(3.) Married filing separately (Enter spouse's name and social (5.) Qualifying widow(er)
security number.)

PART I: TAX RETURN INFORMATION (Whole Dollar Amounts Only)

1. Federal Adjusted Gross Income (as reported on PIT-1) 1. 68,504

2. Net New Mexico Income Tax (as reported on PIT-1) 2. 1,804
3. Total Payments and Credits (as reported on PIT-1) 3. 2,209
4. Tax Due ( as reported on PIT-1) 4.
5. Overpayment (as reported on PIT-1) 5. 405

PART II: DECLARATION OF TAXPAYER

I declare the amounts described in Part I above agree with the amounts shown on the corresponding lines of my New Mexico personal income tax
return, and that I have examined the contents of my electronic return and accompanying schedules and statements. To the best of my
knowledge and belief, my return is true, correct, and complete. I consent that my return, including accompanying schedules and statements, be
electronically transmitted to the New Mexico Taxation and Revenue Department.

PLEASE
SIGN
HERE
Your signature Date Spouse's signature (If joint return, BOTH MUST sign.)

PART III: DECLARATION OF PREPARER/TRANSMITTER (If Applicable)

PAID PREPARER'S, ELECTRONIC RETURN ORIGINATOR'S or OTHER THIRD-PARTY TRANSMITTER'S USE ONLY
I declare the above taxpayer's return is based on all pertinent information of which I have knowledge. I have verified that the taxpayer's name shown
on this declaration agrees with the name that appears on the proof of account. A copy of all forms and information to be filed with or transmitted to
the New Mexico Taxation and Revenue Department have been provided to the taxpayer.

Preparer's/Transmitter's signature Date

Check if self-employed Preparer's PTIN Preparer's NMBTIN (if applicable)

Firm's name (or yours, if self-employed)

Address (number, street, city, and state) ZIP code

When required to submit a copy of this form to the Department, mail the form and attachments to:
New Mexico Taxation and Revenue Department, P.O. Box 5418, Santa Fe, NM 87502-5418
22 NM84531 TXO 1040 Form Software Copyright 1996 - 2023 HRB Tax Group, Inc.