2019 form 1040

Jeremy earned $100,000 in salary and $6,000 in interest income during the year. Jeremy's employer withheld $11,000 of federal income taxes from Jeremy's paychecks during the year. Jeremy has one qualifying dependent child who lives with him. Jeremey qualifies to file as head of household and has $23,000 in itemized deductions. You may use the book chapter 4, PowerPoints, or the IRS instructions to form 1040 (attached). a. (1) Determine Jeremy's tax refund or taxes due. You must show work. b. (0.5) Copy and paste the applicable table showing the standard deduction. You may use the book chapter 4, PowerPoints, or the IRS instructions to form 1040. c. (0.5) Copy and paste the applicable table showing tax rates used. d. (2) Prepare Jeremy's tax return including form 1040 and Schedule A based on the limited information provided. For itemized deductions, fill in only the last line of Schedule A. 2019 $1040 Department of the Treasury - Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 PS Use Only-Do not water stacle in this space Filing Status Single Married filing jointly Married ting separately (MFS IN Head of household (HOH Qualifying widowarow) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or GW box, enter the child's name if the qualitying person is one box a child but not your dependent Your first name and middle initial Last name Your social security number If joint retum, 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 spousing City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions) jointly, want $3 to go to this fund. Checking a box below will not change you tax or reund You Spouse Foreign country name Foreign province/state/county Foreign postal code more than four dependents, se instructions and / here 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, 1966 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): 2) Social security number (3) Relationship to you 14 il quales for instructions: (1) First name Last name Child tax credit Credit for other dependents I 1 2b 3b 4d 5b 6 7a 1 Wages, salaries, tips, etc. Attach FormW-2 2 Tax-exempt interest 2a b Taxable interest. Attach Sch. Bif required 3a Qualified dividends Ja b Ordinary dividends. Attach Sch. Bif required Standard Deduction for IRA distributions 4a b Taxable amount - Single or Married 4c Pensions and annuities fling separately d Taxable amount $12.200 50 Social security benefits b Taxable amount Married fing jointly or Qualifying 6 Capital gain or oss). Attach Schedule Dif required. If not required, check here widowien. 7a $24.400 Other income from Schedule 1, line 9 Head of b Add lines 1, 2, 3, 4, 4, 5, 6, and 7a. This is your total income household Ba $18.350 Adjustments to income from Schedule 1, line 22 you checked b Subtract line Ba from line 7b. This is your adjusted gross income any box under 9 9 Standard Standard deduction or itemized deductions (from Schedule A Deduction, 10 Qualified business income deduction. Attach Form 8095 or Form 8996-A 10 se instructions 11a Add lines 9 and 10 b Taxable income. Subtract line 11a from line 8b. If zero or less enter-O- Cat No. 113200 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Tb Ba 8b 11b Forn 1040 2019 Page A Savings Form 1040 (2019) 12a Tax (see inst.) Check it any trom Form(s: 1 8814 2 4972 3 129 b Add Schedule 2, line 3, and line 12a and enter the total 12b 130 Child tax credit or credit for other dependents 13a b Add Schedule 3, line 7, and line 13a and enter the total 13b 14 Subtract line 13b from line 12b. zero or less, enter-0- 14 15 Other taxes, including self-employment tax, from Schedule 2, line 10 15 16 Add lines 14 and 15. This is your total tax 16 17 Federal income tax withheld from Forms W-2 and 1099 17 18 - If you have a Other payments and refundable credits: quallying child Eamed income credit (EIC). 18a attach Sch. EIC If you have b Additional child tax credit. Attach Schedule 8812 18b nontaxable combat pay, see American opportunity credit from Form 8863, line 8 18c instructions d Schedule 3, line 14 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 180 19 Add lines 17 and 180. These are your total payments 19 Refund 20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 20 21a Amount of line 20 you want refunded to you. I Form 8888 is attached, check here 21a Direct deposit? Routing number Type: II Checking See instructions d Account number Amount of line 20 you want applied to your 2020 estimated tax 22 Amount Amount you owe. Subtract lino 19 from line 16. For details on how to pay, so instructions 23 You Owe 24 Estimated tax penalty (see instructions) 24 Third Party Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See Instructions. Yes. Complete belos Designee No Other than Designee's Phone Personal identification paid prepare name no. number PIN Sign Under penalties of perjury, I declare that I have examined this retum and accompanying schedules and statements, and to the best of my knowledge and belief, they are correct, and complete. Declaration of preparer lothethan taxpayer) is based on all information of which preparer has any knowledge Here Your signature Date Your occupation If the IRS sont you an identity Protection PIN, enter it here Joint return? (en inst) See Instructions Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sont your spouse an Keep a copy for Identity Protection PIN enter it he your records (soins.) Phone no. Email address Preparer's name Preparer's signature Date PTIN Check it Paid 3rd Party Designs Preparer Firm's name Phone no Self-employed Use Only Firm's address Firm's EIN Go to www.is.gov/Form 1040 for instructions and the latest information Form 1040 201 SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040 or 1040-SR) (Rev. January 2020) Go to www.irs.gov/Schedule A for instructions and the latest information. Attach to Form 1040 or 1040-SR. 2019 Department of the Treasury Attachment Internal Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4584, see the instructions for line 16. Sequence No. 07 Name() shown on Form 1040 or 1040-SR Your social security number Medical and Dental Expenses Taxes You Paid Caution: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) 1 2 Enter amount from Form 1040 or 1040-SR, line 8b 2 3 Multiply line 2 by 7.5% (0.075). 3 4 Subtract line 3 from line 1. I line 3 is more than line 1. enter -- 5 State and local taxes. a State and local income taxes or general sales taxes. You may include eithek income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box. 5a b State and local real estate taxes (see instructions) 5b c State and local personal property taxes 5c dAdd lines 5a through 5c 5d e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) 5e 6. Other taxes. List type and amount 7 Add lines 5e and 6 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box a Home mortgage interest and points reported to you on Form 1098. See instructions if limited Ba b Home mortgage interest not reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address Interest You Paid Caution: Your mortgage interest deduction may be limited (see instructions 10 8b c Points not reported to you on Form 1098. See instructions for special rules 8c d Mortgage insurance premiums (see instructions) 8d e Add lines 8a through 8d. 8e 9 Investment interest. Attach Form 4952 if required. See instructions. 9 10 Add lines Be and 9 Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see Charity instructions 11 Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more, made a gift and 12 got a benefit for it, see instructions. You must attach Form 8283 if over $500. see instructions 13 Carryover from prior year 13 14 Add lines 11 through 13. Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See 14 either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box b State and local real estate taxes (see instructions) c State and local personal property taxes d Add lines 5a through 5c e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) 6 Other taxes. List type and amount 5a 5b 5c 5d 5e 6 Interest You Paid Caution: Your mortgage interest deduction may be limited see instructions) 7 Add lines 5e and 6 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box a Honte mortgage interest and points reported to you on Form 1098. See instructions if limited b Home mortgage interest not reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no.. and address 8a 8b c Points not reported to you on Form 1098. See instructions for special rules 8c d Mortgage insurance premiums (see instructions) Bd e Add lines 8a through 8d Be 9 Investment interest. Attach Form 4952 if required. See instructions 10 Add lines Be and 9 10 Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see Charity instructions 11 Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more, made a gift and got a benefit for it see instructions. You must attach Form 8283 if over $500. 12 see instructions. 13 Carryover from prior year 13 14 Add lines 11 through 13 14 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions 15 Other 16 Other-from list in instructions. List type and amount Itemized Deductions 16 Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Itemized Form 1040 or 1040-SR, line 9 17 Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, check this box For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Cat No. 171450 Schedule A (Form 1040 or 1040-SP 2019