Age Social Security Number 42 40 The Family (Guy) Members Father Peer Griffin 11-11-1111 Lois Pewterschmidt Griffin Mother Khild Child 222-22-2222 Meg 17 333-33-3333 444-44-4444 14 Chris Cild: Dog Stewie 1 S55-55-5555 Brian 7 n'a At year end, Peter Griffin is a safety inspector at the Happy-Go- Lucky Toy Factory. Peter Griffin's employment status has been very unstable, with sporadic periods of unemployment and numerous career changes. In years past, Peter has worked at the Pawtucket Patriot Brewery, the El Dorado Cigarette Company and the New England Patriots-just to name a few Lois Pewterschmidt Griffin is a home economist who loves to shop During the year, Lois discovered eBay- a shopper's dream! In addition to making eBay purchases, Lois sold various baby items that Stewie had outgrown (e.g. bassinet, clothing, rattles, etc.). Most of the items sold were new when purchased for Stewie because the Griffins did not keep any of Meg and Peter's baby items. Basically, after being totally disappointed by their first two children, the Griffins were certainly not planning to have a third child (i.e. Stewie was an "oops"). In any case, Lois was amazed at how easy it was to sell items on eBay. As you may or may not know, Lois was born into the wealthy Pewterschmidt family. In order to marry Peter (and who would not want to marry that hunk of burning love...), Lois had to give up her parental inheritance. However, Lois' father apparently forgot to delete Lois as a beneficiary on his life insurance policy. During the year, Lois' father died and Lois received $500,000 as one of the beneficiaries of his life insurance policy. During the year, the Griffin family had the following inflows and outflows of cash: INFLOWS: Peter salary from Happy-Go-Lucky Toy Factory (reported on Form W-2) Federal income tax withheld 88,000 7,550 5,880 5,456 1,276 RI State income tax withheld Payroll tax withheld: OASDI Payroll tax withheld: Medicare Peter unemployment compensation Lois proceeds from eBay sales 4,100 Chris wages- bag boy at Dave's Marketplace 6,600 9,700 Lois sale of Hasbro, Inc. stock (100 shares at $110 per 11,000 share) Sold 2/14/2018; Purchased 3/09/2013 at S70 per share Peter sale of JCPenney, Inc stock (500 shares at $2 per share) Sold 12/22/2018; Purchased 12/30/08 at $35 per share 1,000 Lois dividends from Hasbro, Inc. stock investment 600 Personal interest income from the Bank of Robbers (reported on Form 1099-INT) 1,800 Lois proceeds as beneficiary of father's life insurance policy 500,000 Federal income tax refund, received July 1, 2018 (on behalf of 2017 tax year) 4,400 OUTFLOWS (in alphabetical order): Contributions (paid by check) to Cartoon Revival Church (S75 / week) Contributions (used household items) to Save the Monkey Charity yard sale (Basis S3,000; FMV s450) Credit card interest 3,900 600 Groceries for family Medical and dental (after insurance reimbursements) 15,600 Peter 1,700 8,800 2,200 Lois Meg Chris none Stewie none Brian 500 Rent expense. The family rents a home in Quohog. 26,400 RI. Household utilities 2,400 Home repairs *Stewie & Brian took car on joy ride. Demolished garage when returning Lawn care (because no family member will mow the dang lawn) 5,700 2,400 Renter insurance (policy taken out after joy ride event) All-inclusive family vacation to Dude Ranch in Arizona 440 7,500 RI income tax due, paid April 10, 2018 (on behalf of 2017 tax year) 2,000 Other information (all for current tax year): Charitable donations were made to qualified charities and the Griffin family has documentation for each donation. Medical Expense Information. Peter is overweight, a heavy drinker and accident prone. Therefore, it is no surprise that Peter had many medical procedures during the year, including a vasectomy. Peter refused to have marital relations with Lois after the vasectomy. Lois channeled her frustration into eating. She gained weight rapidly which caused her to have a heart attack which caused her to have open-heart surgery. The surgery was performed in Boston which required three round trips at approximately 50 miles each from Quohog, RI. Through diet and exercise, Lois returned to her normal weight. After Lois' fiasco she warned Meg that "eating to solve problems is the wrong thing to do" (ouch!). With that type of mother-loving-care, it is no wonder that Meg sees a psychiatrist twice a week. While Chris probably should also be receiving psychiatric care, neither he nor Stewie had any medical issues during the year. Finally, Brian has been described as "a dog who has a wit as dry as the martinis he drinks." Brian's medical expenses were for routine veterinary procedures. The Griffin family itemized their deductions in the prior tax year The Family: Itemized deductions in prior tax year Does not contribute to the presidential campaign Is not subject to AMT Are individuals mentioned are US Citizens Elect to deduct RI income tax paid instead of sales tax paid Refund excess tax payments (if any) Specific Requirements: 1. Prepare the Griffin family's year 2018 individual income tax return (Form 1040, including Sch 1, Sch2, Sch3 or Sch 4 (if applicable) In addition, include any required alphabetical schedules (Schedule A, B, etc.). Even if itemized deductions are less than the standard deduction, attach a detailed Schedule A to show your work. You do not have to include any numerical forms - for instance, if the Griffin's had education credits (See Sch 3, line 50) you would not need to include the Form 2441 NOTE: For any capital gains and/or losses, complete Sch D and report the gain or loss on Schl Age Social Security Number 42 40 The Family (Guy) Members Father Peer Griffin 11-11-1111 Lois Pewterschmidt Griffin Mother Khild Child 222-22-2222 Meg 17 333-33-3333 444-44-4444 14 Chris Cild: Dog Stewie 1 S55-55-5555 Brian 7 n'a At year end, Peter Griffin is a safety inspector at the Happy-Go- Lucky Toy Factory. Peter Griffin's employment status has been very unstable, with sporadic periods of unemployment and numerous career changes. In years past, Peter has worked at the Pawtucket Patriot Brewery, the El Dorado Cigarette Company and the New England Patriots-just to name a few Lois Pewterschmidt Griffin is a home economist who loves to shop During the year, Lois discovered eBay- a shopper's dream! In addition to making eBay purchases, Lois sold various baby items that Stewie had outgrown (e.g. bassinet, clothing, rattles, etc.). Most of the items sold were new when purchased for Stewie because the Griffins did not keep any of Meg and Peter's baby items. Basically, after being totally disappointed by their first two children, the Griffins were certainly not planning to have a third child (i.e. Stewie was an "oops"). In any case, Lois was amazed at how easy it was to sell items on eBay. As you may or may not know, Lois was born into the wealthy Pewterschmidt family. In order to marry Peter (and who would not want to marry that hunk of burning love...), Lois had to give up her parental inheritance. However, Lois' father apparently forgot to delete Lois as a beneficiary on his life insurance policy. During the year, Lois' father died and Lois received $500,000 as one of the beneficiaries of his life insurance policy. During the year, the Griffin family had the following inflows and outflows of cash: INFLOWS: Peter salary from Happy-Go-Lucky Toy Factory (reported on Form W-2) Federal income tax withheld 88,000 7,550 5,880 5,456 1,276 RI State income tax withheld Payroll tax withheld: OASDI Payroll tax withheld: Medicare Peter unemployment compensation Lois proceeds from eBay sales 4,100 Chris wages- bag boy at Dave's Marketplace 6,600 9,700 Lois sale of Hasbro, Inc. stock (100 shares at $110 per 11,000 share) Sold 2/14/2018; Purchased 3/09/2013 at S70 per share Peter sale of JCPenney, Inc stock (500 shares at $2 per share) Sold 12/22/2018; Purchased 12/30/08 at $35 per share 1,000 Lois dividends from Hasbro, Inc. stock investment 600 Personal interest income from the Bank of Robbers (reported on Form 1099-INT) 1,800 Lois proceeds as beneficiary of father's life insurance policy 500,000 Federal income tax refund, received July 1, 2018 (on behalf of 2017 tax year) 4,400 OUTFLOWS (in alphabetical order): Contributions (paid by check) to Cartoon Revival Church (S75 / week) Contributions (used household items) to Save the Monkey Charity yard sale (Basis S3,000; FMV s450) Credit card interest 3,900 600 Groceries for family Medical and dental (after insurance reimbursements) 15,600 Peter 1,700 8,800 2,200 Lois Meg Chris none Stewie none Brian 500 Rent expense. The family rents a home in Quohog. 26,400 RI. Household utilities 2,400 Home repairs *Stewie & Brian took car on joy ride. Demolished garage when returning Lawn care (because no family member will mow the dang lawn) 5,700 2,400 Renter insurance (policy taken out after joy ride event) All-inclusive family vacation to Dude Ranch in Arizona 440 7,500 RI income tax due, paid April 10, 2018 (on behalf of 2017 tax year) 2,000 Other information (all for current tax year): Charitable donations were made to qualified charities and the Griffin family has documentation for each donation. Medical Expense Information. Peter is overweight, a heavy drinker and accident prone. Therefore, it is no surprise that Peter had many medical procedures during the year, including a vasectomy. Peter refused to have marital relations with Lois after the vasectomy. Lois channeled her frustration into eating. She gained weight rapidly which caused her to have a heart attack which caused her to have open-heart surgery. The surgery was performed in Boston which required three round trips at approximately 50 miles each from Quohog, RI. Through diet and exercise, Lois returned to her normal weight. After Lois' fiasco she warned Meg that "eating to solve problems is the wrong thing to do" (ouch!). With that type of mother-loving-care, it is no wonder that Meg sees a psychiatrist twice a week. While Chris probably should also be receiving psychiatric care, neither he nor Stewie had any medical issues during the year. Finally, Brian has been described as "a dog who has a wit as dry as the martinis he drinks." Brian's medical expenses were for routine veterinary procedures. The Griffin family itemized their deductions in the prior tax year The Family: Itemized deductions in prior tax year Does not contribute to the presidential campaign Is not subject to AMT Are individuals mentioned are US Citizens Elect to deduct RI income tax paid instead of sales tax paid Refund excess tax payments (if any) Specific Requirements: 1. Prepare the Griffin family's year 2018 individual income tax return (Form 1040, including Sch 1, Sch2, Sch3 or Sch 4 (if applicable) In addition, include any required alphabetical schedules (Schedule A, B, etc.). Even if itemized deductions are less than the standard deduction, attach a detailed Schedule A to show your work. You do not have to include any numerical forms - for instance, if the Griffin's had education credits (See Sch 3, line 50) you would not need to include the Form 2441 NOTE: For any capital gains and/or losses, complete Sch D and report the gain or loss on Schl