Client Name ___________________________________

ALBERTO, KYLE A AND Client # ____________

AL5280
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
1
State return(s) (i.e. CA, NY, etc.) MA,RI 1 = Single
2 = Married filing joint
Electronic return(s) (i.e. US, CA, NY, etc.) US,MA,RI 3 = Married filing separate
(1) 4 = Head of household
Filing status (see table) 2
(1) 5 = Qualifying widow(er)
1=MFJ versus MFS comparison 1
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 KYLE A
(20) 2 = Home
Last name ALBERTO 3 = Mobile
(5)
Title/suffix
(11)
Social security no. 018-72-5280
Taxpayer (25) Dependent Status
Occupation SUPERVISOR
(8)
Date of birth (m/d/y) 08271989 1 = Not applicable
(8) 2 = Taxpayer could be a
Date of death (m/d/y) dependent
(1)
Dependency status (table) 1 3 = Taxpayer claimed as a
(1) dependent
1=blind
(20)
First name and initial DIANA
(20)
Last name ALBERTO
(5)
Title/suffix
(11)
Social security no. 026-70-4730
Spouse (25)
Occupation PARA PROFESSIONAL
(8)
Date of birth (m/d/y) 11241988
(8)
Date of death (m/d/y)
(1)
1=blind
(1)
1=use foreign format
(40)
In care of
(40)
Street address 248 SHERMAN RD
Address (10)
Apartment number
(22)
City SOMERSET
(2)
State MA
(10)
ZIP code 02726
(20)
Region
Foreign (15)
Address Postal code
(20)
Country
(14)
Home phone 774-451-6294
(14)
Work phone
(5)
Work extension
Taxpayer Daytime phone (table) (1)
Contact 1
(14)
Information Mobile phone
(25)
Pager number
(14)
Fax number
(40)
E-mail address
(14)
Home phone 774-451-6294
(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 ___________________________________
ALBERTO, KYLE A AND Client # ____________
AL5280

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)
1
(2)
Designee no., if different
(2)
Staff preparer number
(1)
Prepared by (see table) 1
(2)
Database report state MA
(40)
Primary contact KYLE A ALBERTO
(8)
Promise Date (m/d/y)

Hash Total 1 p2
LACERTE Software Client Information (continued)
 Client Name ___________________________________
ALBERTO, KYLE A AND Client # ____________
AL5280

2021 1040 US/RI Client Information (continued) 1 p2

(40)
TP ID verification (see table)
(40)
ID type (see table)
(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) 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)

(2)
Designee no., if different
(2)
Staff preparer number
(1)
Prepared by (see table)
(2)
Database report state
(40)
Primary contact
(8)
Promise Date (m/d/y)
(15)
RI Info. City - legal res., if diff. Out of State

Hash Total 1 p2
LACERTE Software Client Information (continued)
 Client Name ___________________________________
ALBERTO, KYLE A AND Client # ____________
AL5280
2021 1040 US/MA Dependents 2
DEPENDENTS #1 #2 #3
(20)
First name BRENNON G OWEN A
(20)
Last name ALBERTO ALBERTO
(5)
Title/suffix
(8)
Date of birth (m/d/y) 04052006 07152014
(8)
Date of death (m/d/y)
(8)
Date of adoption (m/d/y)
(11)
Social security number 011-90-2644 294-29-9717
(13)
Relationship (Table 1 or describe) Son Son
(2)
Months lived at home 12 12
(1)
Type of dependent (Table 2) 1 1
(1)
Earned income credit (Table 3) 1 1
(1)
Child tax credit (Table 4) 1 1
(1)
Claimed by: 1=taxpayer, 2=spouse 1 1
(1)
1=dependent not claimed each year
(1)
Dependent claim (Table 6)
(6)
Theft protection PIN
(1)
1=disabled
DEPENDENTS #4 #5 #6
(20)
First name
(20)
Last name
(5)
Title/suffix
(8)
Date of birth (m/d/y)
(8)
Date of death (m/d/y)
(8)
Date of adoption (m/d/y)
(11)
Social security number
(13)
Relationship (Table 1 or describe)
(2)
Months lived at home
(1)
Type of dependent (Table 2)
(1)
Earned income credit (Table 3)
(1)
Child tax credit (Table 4)
(1)
Claimed by: 1=taxpayer, 2=spouse
(1)
1=dependent not claimed each year
(1)
Dependent claim (Table 5)
(6)
Theft protection PIN
(1)
1=disabled

1 Relationship 2 Type of Dependent 3 Earned Income Credit 4 Child Tax Credit 5 Dependent Claim

Adopted child Nephew 1=Child at living w/ taxpayer 1=When applicable (default) 1=When applicable (default) 1=Claim this year
Aunt Niece (default) 2=Student age 19 to 23 2=Suppress CTC 2=Suppress this year
Brother None 2=Child not living w/ taxpayer 3=Disabled 3=Suppress CTC and ODC 3=Claim in odd years
Child Other 3=Dependent other than child 4=Force 4=Claim in even years
Daughter Parent 4=HH or QW only, not a 5=Suppress
Father Sister dependent
Foster child Son 5=EIC only, not a dependent
Grandchild Stepchild
Grandparent Uncle
Mother

2
LACERTE Software Dependents
6/11/22 2021 Individual Client Detail Page 1
Client AL5280 KYLE A AND DIANA ALBERTO 018-72-5280

Miscellaneous Info./Direct Deposit - Screen 3.0

ST Code Src Amount Description Hash Total

18 1
19 ST ANNES
20 211382737
21 00633057587
22 2
RI 118 1
RI 147 ST ANNES
RI 175 211382737
RI 176 00633057587
RI 184 2
MA 446 1
1353.00000000

Invoice & Letter - Screen 5.1

ST Code Src Amount Description Hash Total
MA 44 1
MA 508 175
MA 512 100 2009
MA 512 75 2011
MA 512 75 2012
MA 512 150 2013
MA 512 150 2014
MA 512 150 2015
MA 512 175 2016
MA 512 175 2017
MA 512 175 2018
MA 512 175 2019
MA 512 175 2020
7935.00000000

Penalties & Interest - Screen 8.0

ST Code Src Amount Description Hash Total
MA 2 137548
MA 3 12383
MA 103 1961
RI 103 3149
155252.00000000

Wages, Salaries, Tips number 10 - Screen 10.0

ST Code Src Amount Description Hash Total
98 1
800 STARLITE BUILDING SERVICES
805 560 HARRISON AVE
806 BOSTON
807 61-1801892
808.1 WTH-10175237-006
808.2 61180189200
816.1 MA
816.2 RI
820 MA
821 02118
850 MA,RI
6/11/22 2021 Individual Client Detail Page 2
Client AL5280 KYLE A AND DIANA ALBERTO 018-72-5280

Wages, Salaries, Tips number 10 - Screen 10.0 (continued)

ST Code Src Amount Description Hash Total

9056.60000000

Wages, Salaries, Tips number 11 - Screen 10.0

ST Code Src Amount Description Hash Total

1 1
98 1
800 CADENCE EDUCATION LLC
805 8800 N GAINEY CENTER DR.
806 SCOTTSDALE
807 86-0793666
808.1 86079366600
816.1 MA
820 AZ
821 85258
850 MA
7434.20000000

Interest Income number 1 - Screen 11.0

ST Code Src Amount Description Hash Total
800 ST. ANNES CU
800.00000000

State Refunds & Unemployment Comp., etc. number 1 - Screen 14.2

ST Code Src Amount Description Hash Total
1 1
800 COMM OF MA
803 19 STANIFORD STREET
804 BOSTON
805 04-6002284
819 MA
820 02114
4853.00000000

Adjustments to Income - Screen 24.0

ST Code Src Amount Description Hash Total
20 1
21.00000000

Itemized Deductions - Screen 25.0

ST Code Src Amount Description Hash Total

MA 56 175
231.00000000
6/11/22 2021 Individual Client Detail Page 3
Client AL5280 KYLE A AND DIANA ALBERTO 018-72-5280

Child and Dependent Care Expenses - Screen 33.1

ST Code Src Amount Description Hash Total

MA 76 8
MA 78 9341
MA 79 8
MA 80 137548
147218.00000000

Child and Dependent Care Expenses number 1 - Screen 33.1

ST Code Src Amount Description Hash Total
MA 17 OWEN A
MA 18 ALBERTO
19 294-29-9717
MA 22 7152014
76.00000000

Child and Dependent Care Expenses number 1 - Screen 33.2

ST Code Src Amount Description Hash Total
10 HOLY TRINITY
11 64 LAMPHOR ST
12 FALL RIVER
13 043-42-9848
26 MA
27 02721
99.00000000

Prior Year Summary (for comparison) - Screen 48.0

ST Code Src Amount Description Hash Total
MA 1 111342
MA 2 145
MA 14 26695
MA 17 138182
MA 25 300
MA 26 634
MA 27 137548
MA 29 7967
MA 31 800
MA 37 8767
MA 38 24800
MA 39 24800
MA 42 112748
MA 45 16385
MA 46 2
MA 54 4002
MA 55 12383
MA 58 16385
MA 65 12383
MA 66 21212
MA 74 21212
MA 75 8829
MA 81 8829
MA 93 84
MA 94 4000
MA 97 250
6/11/22 2021 Individual Client Detail Page 4
Client AL5280 KYLE A AND DIANA ALBERTO 018-72-5280

Prior Year Summary (for comparison) - Screen 48.0 (continued)

ST Code Src Amount Description Hash Total

MA 501 22
MA 502 11
722951.00000000

Massachusetts Prior Year Summary - Screen 48.191

ST Code Src Amount Description Hash Total
MA 2 111342
MA 9 26695
MA 11 145
MA 12 200
MA 14 138037
MA 16 2000
MA 17 714
MA 19 3600
MA 24 6398
MA 25 131639
MA 26 8800
MA 28 2000
MA 33 10800
MA 34 120839
MA 35 6042
MA 36 120839
MA 42 6042
MA 44 1961
MA 45 1961
MA 46 2542
MA 50 2542
MA 55 581
MA 57 581
MA 74 84
MA 90 4081
MA 501 5
MA 502 1.62
712318.62000000

Rhode Island Prior Yr Summary (for comp) - Screen 48.491

ST Code Src Amount Description Hash Total
RI 1 137548
RI 9 137548
RI 10 17800
RI 11 16600
RI 12 103148
RI 13 4247
RI 16 4193
RI 22 1
RI 24 1044
RI 25 1044
RI 29 3149
RI 30 3149
RI 31 4193
RI 36 3149
RI 502 4.75
RI 503 4.1
438095.85000000
6/11/22 2021 Individual Client Detail Page 5
Client AL5280 KYLE A AND DIANA ALBERTO 018-72-5280

Rhode Island Health Care Mandate - Screen 54.493

ST Code Src Amount Description Hash Total

RI 6.1 S 8271989
RI 6.2 S 11241988
RI 6.3 S 4052006
RI 6.4 S 7152014
RI 800.1 S KYLE A
RI 800.2 S DIANA
RI 800.3 S BRENNON G
RI 800.4 S OWEN A
RI 801.1 S ALBERTO
RI 801.2 S ALBERTO
RI 801.3 S ALBERTO
RI 801.4 S ALBERTO
RI 802.1 S 018-72-5280
RI 802.2 S 026-70-4730
RI 802.3 S 011-90-2644
RI 802.4 S 294-29-9717
9639.00000000

Massachusetts Schedule HC - Screen 57.192

ST Code Src Amount Description Hash Total
MA 7 1
8.00000000

Massachusetts Schedule HC number 1 - Screen 57.192

ST Code Src Amount Description Hash Total
MA 1 BLUE CROSS BLUE SHIELD OF MA
MA 2 04-1045815
MA 3 9811972110000
MA 47 2
55.00000000