*250400110000* Government of the District of Columbia

Important: Print in CAPITAL letters using black ink. Revised 11/2025 OFFICIAL USE ONLY Vendor Vendor ID#0000 ID#0000 z z z STAPLE W-2s AND ANY OTHER WITHHOLDING STATEMENTS HERE ˆÊˆ˜Ê ˆv\ÊFiling an >“i˜`i`ÊÀiÌÕÀ˜.Ê-iiʈ˜ÃÌÀÕV̈œ˜Ã°Ê Personal information 9œÕÀÊÌii« œ˜iʘՓLiÀ Your taxpayer identification number (TIN) >˜` Date of Birth (MMDDYYYY) Spouse’s/registered domestic partner’s TIN >˜` Date of Birth (MMDDYYYY) Home address (number, street and suite/apartment number if applicable) City State Zip Code +4 Your first name M.I. Last name Spouse’s/registered domestic partner’s first name M.I. Last name STAPLE OTHER DOCUMENTS IN UPPER LEFT IN BACK 4 $ .00 Filing status Single, Married filing jointly, Married filing separately, Dependent claimed by someone else 1 ˆÊˆ˜Êœ˜Þʜ˜i\ 2 ˆÊˆ˜ÊˆvÊޜÕÊ>Ài\ Married filing separately on same return ˜ÌiÀÊVœ“Lˆ˜i`Ê>“œÕ˜ÌÃÊvœÀÊ ˆ˜iÃÊxq{ΰÊ-iiʈ˜ÃÌÀÕV̈œ˜Ã°Ê filing separately on same return Enter combined amounts Registered domestic partners filing jointly for Lines 5-43. See instructions. Qualifying widow(er) with dependent child ˜ÌiÀʵÕ>ˆvވ˜}Ê`i«i˜`i˜ÌÊ>˜`ɜÀʘœ˜‡`i«i˜`i˜Ìʈ˜vœÀ“>̈œ˜Êœ˜Ê-V i`ՏiÊ-° Part-year resident in DC vÀœ“

to -iiʈ˜ÃÌÀÕV̈œ˜Ã° Income Information a Wages, salaries, unemployment compensation and/or tips, b Business income or loss, Ãiiʈ˜ÃÌÀÕV̈œ˜Ã° c Capital gain or loss. d Rental real estate, royalties, partnerships, etc. Computation of DC Gross and Adjusted Gross Income 4 Federal adjusted gross income. From adjusted gross income lines on federal Forms 1040, 1040-SR, 1040-NR or 1040-NR-EZ. a $ .00 b $ .00 c $ .00 d $ .00 ,œÕ˜`ÊVi˜ÌÃÊ̜ʘi>ÀiÃÌÊ`œ>À°ÊÊvÊ>“œÕ˜ÌʈÃÊâiÀœ]ʏi>Ûiʏˆ˜iÊL>˜ŽÆ ˆvʓˆ˜ÕÃ]Êi˜ÌiÀÊ>“œÕ˜ÌÊ>˜`ÊwÊˆ˜ÊœÛ>° )LOOLQLIORVV )LOOLQLIORVV )LOOLQLIORVV Ãiiʈ˜ÃÌÀÕV̈œ˜Ã° )LOOLQLIORVV Complete your federal return first – Enter your dependents’ information on DC Schedule S ˆÊˆ˜ÊˆvÊ iVi>Ãi` ˆÊˆ˜ÊˆvÊ iVi>Ãi` (MMDDYYYY) (MMDDYYYY) 3 ÊÊÊ ˆ`ÊޜÕÊ >ÛiʵÕ>ˆvވ˜}Ê i>Ì ÊV>ÀiÊVœÛiÀ>}iÊvœÀÊ>Ê“i“LiÀÃʜvÊޜÕÀÊà >Ài`ÊÀi뜘ÈLˆˆÌÞÊv>“ˆÞÊvœÀÊÌ iÊi˜ÌˆÀiÊÞi>À¶ 9ià œ Êvʘœ]ʜÀʈvÊV>ˆ“ˆ˜}Ê>˜ÊiÝi“«Ìˆœ˜]ÊVœ“«iÌiÊ-V i`ՏiÊ-,Ê­Ãiiʈ˜ÃÌÀÕV̈œ˜Ã®° ÊÊÊ Email Address Head of household ˜ÌiÀʵÕ>ˆvވ˜}Ê`i«i˜`i˜ÌÊ>˜`ɜÀʘœ˜‡`i«i˜`i˜Ìʈ˜vœÀ“>̈œ˜Êœ˜Ê-V i`ՏiÊ-° Income Tax Return ÓäÓ5ÊÊ D-40 Individual

* 50400120000*

˜ÌiÀÊޜÕÀʏ>ÃÌʘ>“i° D-40 PAGE 2

˜ÌiÀÊޜÕÀÊ/ z z 18$ 19 $ .00 20 $ .00 21 $ .00 22$ .00 or Itemized -iiʈ˜ÃÌÀÕV̈œ˜ÃÊvœÀÊ>“œÕ˜ÌÊ̜Êi˜ÌiÀʜ˜Ê ˆ˜iÊ£8° 27b Enter earned income amount Enter result > z 27e $ .00 27d $ .00 23$ .00 26$ .00 27b $ .00 28 $ .00 .00 X 1.00 Enter result > 24 $ .00 25 $ .00 .00 17 Deduction type. />ŽiÊÌ iÊÃ>“iÊÌÞ«iÊ>ÃÊޜÕÊ̜œŽÊœ˜ÊޜÕÀÊvi`iÀ>ÊÀiÌÕÀ˜°ÊʈÊˆ˜ÊÜ ˆV ÊÌÞ«i\Ê Standard 18 DC deduction amount. Fill in if loss Additions to DC Income 5 Franchise tax deducted on federal forms, Ãiiʈ˜ÃÌÀÕV̈œ˜Ã° 6 Other additions from DC Schedule I, Calculation A, Line 9. 7 Add Lines 4, 5 and 6. Subtractions from DC Income 8 Part year residents, enter income received during period of nonresidence, Ãiiʈ˜ÃÌÀÕV̈œ˜Ã° 9 Taxable refunds, credits or offsets of state and local income tax. 10 Taxable amount of social security and tier 1 railroad retirement 11 Income reported and taxed this year on a DC franchise or fiduciary return. 12 DC and federal government survivor benefits, Ãiiʈ˜ÃÌÀÕV̈œ˜Ã° 13 Unemployment Insurance Benefits, Ãiiʈ˜ÃÌÀÕV̈œ˜Ã° 14 Other subtractions from DC Schedule I, Calculation B, Line 16. 15 Total subtractions from DC income, Lines 8-14. 16 DC adjusted gross income, Line 7 minus Line 15. 5 $ .00 6 $ .00 7 $ .00 Fill in if loss 8 $ .00 9 $ .00 10 $ .00 11 $ .00 12 $ .00 13 $ .00 14 $ 15 $ .00 .00 27e For filers without qualifying children. -iiʈ˜ÃÌÀÕV̈œ˜ÃÊvœÀÊëiVˆ>ÊV>VՏ>̈œ˜Ã° 28 Property Tax Credit. Àœ“ÊޜÕÀÊ

Ê-V i`ՏiÊÆÊ>ÌÌ>V Ê>ÊVœ«Þ° 19 DC taxable income. -ÕLÌÀ>VÌÊ ˆ˜iÊ£nÊvÀœ“Ê ˆ˜iʣȰ Fill in if loss 16 $ .00 20 Tax.  vÊ ˆ˜iÊ£™ÊˆÃÊf£ää]äääʜÀʏiÃÃ]ÊÕÃiÊÌ>ÝÊÌ>LiÃÊ̜Êvˆ˜`ÊÌ iÊÌ>Ý]ʈvʓœÀi]ÊÕÃiÊ >VՏ>̈œ˜Êʈ˜ÃÌÀÕV̈œ˜Ã° Fill inÊÊÊÊÊÊÊÊif filing separately on same return. œ“«iÌiÊ >VՏ>̈œ˜Êʜ˜Ê-V i`ՏiÊ-° 21 Credit for child and dependent care expenses $ .00 X .32 Àœ“Êvi`iÀ>ÊœÀ“ÊÓ{{£ÆʈvÊ«>À̇Þi>ÀÊ

ÊÀiÈ`i˜Ì]ÊvÀœ“Ê ˆ˜iÊx]Ê

ÊœÀ“ÊÓ{{£ 22 Non-refundable credits from DC Schedule U, Part 1a, Line 7.
ÌÌ>V Ê-V i`ՏiÊ1° 23Ê Total non-refundable credits.
``Ê ˆ˜iÊÓ£Ê>˜`Ê ˆ˜iÊÓÓ° 24 Subtract Line 23 from Line 20. vʏiÃÃÊÌ >˜ÊâiÀœ]Êi˜ÌiÀÊâiÀœ° 25 DC Health Care Shared Responsibility -iiʈ˜ÃÌÀÕV̈œ˜Ã°ÊvÊvՏÞÊVœÛiÀi`ʜÀÊvՏÞÊiÝi“«Ì]Êi˜ÌiÀÊâiÀœ°
26 Total taxÊand DC Health Care Shared Responsibility.
``Ê ˆ˜iÊÓ{Ê>˜`Ê ˆ˜iÊÓx° 27 DC Earned Income Tax Credit * Do you choose to receive your DC EITC refund in 12 monthly payments instead of one total payment? * Caution: Choosing to receive this credit in monthly payments may cause you to lose your Supplemental Nutrition Assistance Program (SNAP) or other federal benefits (For more information about SNAP, contact the Department of Human Services at (202) 807-0405 or dhs@dc.gov.) Taxpayers receiving DC EITC amounts of $1,200 or more may choose to receive the DC EITC portion of their refund in 12 equal monthly payments instead of one total payment. If you choose to receive monthly DC EITC payments, OTR will calculate the distribution of your net refund amount for you. Your initial payment will be different from the Line 43 Net Refund amount. federal EIC amount 27a Enter the number of qualified EITC children. 27c For filers with qualifying children. Enter calculated > $ If so, see instructions for eligibility.

*250400130000* D-40 PAGE 3

˜ÌiÀÊޜÕÀʏ>ÃÌʘ>“i°

˜ÌiÀÊޜÕÀÊ/ Preparer’s signature Date Your signature Date Spouse’s/registered domestic partner’s signature if filing jointly or separately on same return Date Preparer's Tax Identification Number (PTIN) PTIN telephone number ° Will this refund go to an account outside the U.S.? 9ià œ -iiʈ˜ÃÌÀÕV̈œ˜Ã° ,iv՘`Ê"«Ìˆœ˜Ã\ÊœÀʈ˜vœÀ“>̈œ˜Êœ˜ÊÌ iÊÌ>ÝÊÀiv՘`ÊV>À`Ê>˜`Ê«Àœ}À>“ʏˆ“ˆÌ>̈œ˜Ã]ÊÃiiʈ˜ÃÌÀÕV̈œ˜ÃʜÀÊۈÈÌʜÕÀÊÜiLÈÌiÊ Þ/>Ý°

°}œÛ° Reliacard (See instructions) œÀ Paper check Mark œ˜i refund choice: Direct Deposit. /œÊ >ÛiÊޜÕÀÊÀiv՘`Ê`i«œÃˆÌi`Ê̜ÊޜÕÀÊ ÊV iVŽˆ˜}ʜÀÊ ÊÃ>ۈ˜}ÃÊ>VVœÕ˜Ì]ÊwÊˆ˜ÊœÛ>Ê>˜`Êi˜ÌiÀÊL>˜ŽÊÀœṎ˜}Ê>˜`Ê>VVœÕ˜ÌʘՓLiÀðÊ-iiʈ˜ÃÌÀÕV̈œ˜Ã. Routing Number Account Number Third party designee /œÊ>ÕÌ œÀˆâiÊ>˜œÌ iÀÊ«iÀܘÊ̜Ê`ˆÃVÕÃÃÊÌ ˆÃÊÀiÌÕÀ˜ÊÜˆÌ Ê"/,]ÊwÊˆ˜Ê iÀiÊ Ê>˜`Êi˜ÌiÀÊÌ iʘ>“iÊ>˜`Ê« œ˜iʘՓLiÀʜvÊÌ >ÌÊ«iÀܘ°Ê-iiʈ˜ÃÌÀÕV̈œ˜Ã° Designee’s name Phone number Signature Under penalties of law, I declare that I have examined this return and, to the best of my knowledge, it is correct. Declaration of paid preparer is based on information available to the preparer. 29 $ °00 31 $ °00 32 $ °00 33 $ °00 34 $ °00 35 $ °00 36 $ °00 37 $ °00 38 $ °00 39 $ °00 40 $ °00 41 $ °00 42 $ °00 43 $ °00 DC tax, credit and payments Fill in if you agree to receive your 1099-G Income Tax refund statement electronically (see instructions). z z z °00 ° 30 $ 44 Fill in if either spouse is claiming injured spouse protection. You “ÕÃÌÊattach Form DC-8379. 29 Refundable credits from DC Schedule U, Part 1b, Line 3.
ÌÌ>V Ê-V i`ՏiÊ1° 30 Total refundable credits.
``Ê ˆ˜iÊÓÇ`ʜÀÊÓÇiÊÌ ÀœÕ} Ê ˆ˜iÊә° 31 DC income tax withheld à œÜ˜Êœ˜ÊœÀ“ÃÊ7‡ÓÊ>˜`ʣ䙙°Ê
ÌÌ>V ÊÌ iÃiÊvœÀ“ð 32 2025 estimated income tax payments and amount applied from 2024 return. 33 Tax paid with Form FR-127 Extension of Time to File. 34 If this is an amended 2025 return, enter payments made with original 2025 D-40 return. 35 If this is an amended 2025 return, enter refunds requested with original 2025 D-40 return. 36 Total payments and refundable credits.
``Ê ˆ˜iÊÎäÊÌ ÀœÕ} Ê ˆ˜iÊÎ{°Ê­ œÊ˜œÌʈ˜VÕ`iÊ ˆ˜iÊÎx®° 37 Tax Due.ÊÊ-ÕLÌÀ>VÌÊ ˆ˜iÊÎÈÊvÀœ“Ê ˆ˜iÊÓÈ° 38 Amount overpaid. -ÕLÌÀ>VÌÊ ˆ˜iÊÓÈÊvÀœ“Ê ˆ˜iÊÎÈ° 39Ê Amount to be applied to your 2026 estimated tax. 40 Underpayment Interest.ÊʈÊˆ˜ÊÌ iʜÛ>Ê>˜`Ê>ÌÌ>V ÊœÀ“Ê ‡ÓÓ£ä°Ê 41 Contribution amount from Schedule U, Part ll, Line 5. (Cannot exceed amount on Line 38) 42 Total Amount Due.
``Ê ˆ˜iÃÊÎÇ]Ê{äÊ>˜`Ê{£° 43 Net Refund.*Ê-ÕLÌÀ>VÌÊ̜Ì>ÊœvÊ ˆ˜iÃÊΙ]Ê{äÊ>˜`Ê{£ÊvÀœ“Ê ˆ˜iÊÎn° Direct deposit œÀ Ê