Client Name ___________________________________
ALVES, ROGER J. Client # ____________
AL8120
2021 1040 US/MA Client Information 1
(2)
Resident state as of 12/31/21 MA
(1)
Resident 1=full year resident 1
Status 1=multi-state return (1) Filing Status
State return(s) (i.e. CA, NY, etc.) MA 1 = Single
2 = Married filing joint
Electronic return(s) (i.e. US, CA, NY, etc.) US,MA 3 = Married filing separate
(1) 4 = Head of household
Filing status (see table) 1
(1) 5 = Qualifying widow(er)
1=MFJ versus MFS comparison
Filing (1)
Status 1=married filing separate and lived with spouse
(1)
1=married filing separate and must itemize deductions
Year spouse died, if qualifying widow(er) (4) Daytime Phone
(20) 1 = Work
First name and initial ROGER J.
(20) 2 = Home
Last name ALVES 3 = Mobile
(5)
Title/suffix
(11)
Social security no. 010-32-8120
Taxpayer (25) Dependent Status
Occupation RETIRED
(8)
Date of birth (m/d/y) 07311938 1 = Not applicable
(8) 2 = Taxpayer could be a
Date of death (m/d/y) 01302021 dependent
(1)
Dependency status (table) 3 = Taxpayer claimed as a
(1) dependent
1=blind
(20)
First name and initial
(20)
Last name
(5)
Title/suffix
(11)
Social security no.
Spouse (25)
Occupation
(8)
Date of birth (m/d/y)
(8)
Date of death (m/d/y)
(1)
1=blind
(1)
1=use foreign format
(40)
In care of STEPHEN BYRON
(40)
Street address 41 CORN HILL RD.
Address (10)
Apartment number
(22)
City SOMERSET
(2)
State MA
(10)
ZIP code 02725
(20)
Region
Foreign (15)
Address Postal code
(20)
Country
(14)
Home phone 508-673-7325
(14)
Work phone 508-636-6310
(5)
Work extension STEVE
Taxpayer Daytime phone (table) (1)
Contact 2
(14)
Information Mobile phone 267-239-4162
(25)
Pager number
(14)
Fax number
(40)
E-mail address
[email protected] (14)
Home phone
(14)
Work phone
(5)
Work extension
Spouse Daytime phone (table) (1)
Contact (14)
Information Mobile phone
(25)
Pager number
(14)
Fax number
(40)
E-mail address
Hash Total 1
LACERTE Software Client Information
Client Name ___________________________________
ALVES, ROGER J. Client # ____________
AL8120
2021 1040 US/MA Client Information (continued) 1 p2
(40)
TP ID verification (see table)
(40)
ID type (see table) 1
(40) Prepared By
Driver's license no.
Taxpayer (2)
Authentication Driver's license state 1 = Firm
(8) 2 = Non-paid preparer
Issue date (m/d/y) 3 = Self-prepared
(8)
Expiration date (m/d/y)
Additional information
(40)
Taxpayer ID Verification
(6)
Theft protection PIN
(40)
1 = Identity not verified
ID type (see table) 1 2 = In person - valid govt.
Driver's license no.
(40) picture ID
(2)
3 = Remote - valid govt.
Driver's license state picture ID or financial/
Spouse (8) utility account number
Authentication Issue date (m/d/y)
(8)
4 = Remote - valid govt.
Expiration date (m/d/y) picture ID a nd financial /
Additional information
(40) utility account number
(6)
Theft protection PIN
(1) ID Type
1=Address verified?
(1) 1 = Did not provide driver's
1=DL/State ID #(s) verified?
(40) license or state ID
Salutation [O] 2 = Does not have driver's
(1) license or state ID
1=SSN's verified
(20) 3 = Driver's license
Custom filter 4 = State ID
(2)
Firm number
Miscellaneous Preparer number
(2)
3
(2)
Designee no., if different
(2)
Staff preparer number
(1)
Prepared by (see table) 1
(2)
Database report state MA
(40)
Primary contact ROGER J. ALVES
(8)
Promise Date (m/d/y)
Hash Total 1 p2
LACERTE Software Client Information (continued)
6/11/22 2021 Individual Client Detail Page 1
Client AL8120 ROGER J. ALVES 010-32-8120
Miscellaneous Info./Direct Deposit - Screen 3.0
Code Amount Description Hash Total
18 1
19 SANTANDER
20 231372691
21 9532049029
22 2
446 1
550.00000000
Invoice & Letter - Screen 5.1
Code Amount Description Hash Total
508 100
512 125 2009
512 125 2010
512 125 2011
512 125 2012
512 100 2013
512 100 2014
512 100 2015
512 100 2016
512 100 2017
512 100 2018
512 100 2019
512 100 2020
8052.00000000
2022 Estimates (1040-ES) - Screen 7.1
Code Amount Description Hash Total
38 1
39.00000000
Penalties & Interest - Screen 8.0
Code Amount Description Hash Total
2 74805
3 -1
103 -1
74911.00000000
Interest Income number 1 - Screen 11.0
Code Amount Description Hash Total
800 BAYCOAST
800.00000000
Interest Income number 2 - Screen 11.0
Code Amount Description Hash Total
800 SANTANDER BANK
800.00000000
6/11/22 2021 Individual Client Detail Page 2
Client AL8120 ROGER J. ALVES 010-32-8120
Interest Income number 3 - Screen 11.0
Code Amount Description Hash Total
800 WEBSTER BANK
800.00000000
Pensions, IRA Distributions - Screen 13.1
Code Amount Description Hash Total
1359 2
1361.00000000
Pensions, IRA Distributions number 1 - Screen 13.1
Code Amount Description Hash Total
800 CITY OF FALL RIVER
803 ONE GOVERNMENT CENTER
804 FALL RIVER
805 04-3576986
819 MA
820 02725
824.1 MA
850 MA
6525.10000000
Pensions, IRA Distributions number 2 - Screen 13.1
Code Amount Description Hash Total
800 AMICA PENSIONS
803 100 AMICA WAY
804 LINCOLN
805 05-6017114
819 RI
820 02865
824.1 MA
850 MA
6525.10000000
Miscellaneous Income - Screen 14.1
Code Amount Description Hash Total
17 1
18.00000000
State Refunds & Unemployment Comp., etc. - Screen 14.2
Code Amount Description Hash Total
101 1
102 1
103 74805
105 3000
108 186573
109 -111768
110 654
6/11/22 2021 Individual Client Detail Page 3
Client AL8120 ROGER J. ALVES 010-32-8120
State Refunds & Unemployment Comp., etc. - Screen 14.2 (continued)
Code Amount Description Hash Total
112 4742
114 12400
115 1
119 178831
350438.00000000
State Refunds & Unemployment Comp., etc. number 1 - Screen 14.2
Code Amount Description Hash Total
4 3000
800 Massachusetts Department of Revenue
3804.00000000
Adjustments to Income - Screen 24.0
Code Amount Description Hash Total
131 143843
143974.00000000
Itemized Deductions - Screen 25.0
Code Amount Description Hash Total
56 100
156.00000000
EIC, Residential Energy, Other Credits - Screen 38.2
Code Amount Description Hash Total
88 46968
90 47328
97 1
98 1
94671.00000000
Prior Year Summary (for comparison) - Screen 48.0
Code Amount Description Hash Total
2 23702
11 46640
15 4463
17 74805
27 74805
28 178831
29 7742
37 186573
38 14050
39 186573
42 -111768
66 11100
74 11312
75 11312
6/11/22 2021 Individual Client Detail Page 4
Client AL8120 ROGER J. ALVES 010-32-8120
Prior Year Summary (for comparison) - Screen 48.0 (continued)
Code Amount Description Hash Total
81 11312
732033.00000000
Massachusetts Prior Year Summary - Screen 48.191
Code Amount Description Hash Total
3 10850
11 23702
12 100
13 23602
14 34452
25 34452
26 4400
29 700
30 178831
33 183931
46 3000
50 3000
55 3000
57 3000
507424.00000000
Massachusetts Schedule HC - Screen 57.192
Code Amount Description Hash Total
9 1
10.00000000
