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2025 return - Pettibone letter

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                                                                              411 Ocoee Mill Street NE
                                                                                  Cleveland, TN 37311

Pettibone Tax & Accounting                                                              (423) 555-0103
                                                                                 pettibonetax.example



Your 2025 Federal Income Tax Return
March 24, 2026

Walter E. Pruitt Jr.
5309 Tolliver Bend Road
Chattanooga, TN 37421

Dear Walt,

Your 2025 federal return was filed electronically today and accepted. A copy is enclosed.
Tennessee has no income tax return for you to file.

Summary

 Item                                                    Amount

 Filing status                                           Head of household

 Dependent                                               Camille R. Pruitt, full-time student

 Wages (Form W-2, Tannehill Mechanical, Inc.)            $86,412.00

 Taxable interest                                        $318.00

 Adjusted gross income                                   $86,730.00

 Standard deduction                                      $23,625.00

 Taxable income                                          $63,105.00

 Tax                                                     $7,233.00

 American Opportunity Credit (reduced; see below)        $818.00

 Credit for other dependents                             $500.00

 Federal tax withheld                                    $7,199.00

 Refund                                                  $1,284.00

The refund will be deposited in your Tanager checking account in about three weeks.

Notes
 1. The education credit for Camille's tuition would be $2,500, but it phases out between
    $80,000 and $90,000 of income for your filing status. At your income you receive $818 of
    it. A larger 401(k) contribution in 2026 would bring your income down and the credit up.
   An extra $6,800 of contributions would restore the full credit.
2. You asked whether you can claim your mother as a dependent. No. Her income is above the
   limit and she pays more than half of her own support. Her medical expenses belong on her
   return, not yours.
3. Your mortgage interest and property tax are below the standard deduction, so you do not
   itemize.

My fee for this return is $325.00. Your mother's return is billed separately.

Sincerely,

Gordon Pettibone, CPA

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2025 return - Pettibone letter Document · saved Mar 26, 2026

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attachments.yaml 
record: doc-walt-return-2025
template: document
org:
  name: Pettibone Tax & Accounting
  lines:
  - 411 Ocoee Mill Street NE
  - Cleveland, TN 37311
  phone: '4235550103'
  web: pettibonetax.example
  color: '#31506b'
title: Your 2025 Federal Income Tax Return
body: 'March 24, 2026


  Walter E. Pruitt Jr.<br>5309 Tolliver Bend Road<br>Chattanooga, TN 37421


  Dear Walt,


  Your 2025 federal return was filed electronically today and accepted. A copy is enclosed. Tennessee
  has no income tax return for you to file.


  ## Summary


  | Item | Amount |

  |---|---|

  | Filing status | Head of household |

  | Dependent | Camille R. Pruitt, full-time student |

  | Wages (Form W-2, Tannehill Mechanical, Inc.) | $86,412.00 |

  | Taxable interest | $318.00 |

  | Adjusted gross income | $86,730.00 |

  | Standard deduction | $23,625.00 |

  | Taxable income | $63,105.00 |

  | Tax | $7,233.00 |

  | American Opportunity Credit (reduced; see below) | $818.00 |

  | Credit for other dependents | $500.00 |

  | Federal tax withheld | $7,199.00 |

  | **Refund** | **$1,284.00** |


  The refund will be deposited in your Tanager checking account in about three weeks.


  ## Notes


  1. The education credit for Camille''s tuition would be $2,500, but it phases out between $80,000 and
  $90,000 of income for your filing status. At your income you receive $818 of it. A larger 401(k) contribution
  in 2026 would bring your income down and the credit up. An extra $6,800 of contributions would restore
  the full credit.

  2. You asked whether you can claim your mother as a dependent. No. Her income is above the limit and
  she pays more than half of her own support. Her medical expenses belong on her return, not yours.

  3. Your mortgage interest and property tax are below the standard deduction, so you do not itemize.


  My fee for this return is $325.00. Your mother''s return is billed separately.


  Sincerely,


  Gordon Pettibone, CPA

  '