Alexander and Susan Lawson are married and have no children. Susan's mother, Ana Alvarez, had been living in their care for over three years since she was no longer able to care for herself on her own. Ana is a U.S. permanent resident and earns no income in the United States or abroad. Both Alexander and Susan are teachers at the local elementary school. Alexander teaches 4th grade and Susan teaches 1st grade. They are active participants in the school's after-care program and summer camp.

Client 2 Details

• They provide Form 1098 reporting $6,805 in mortgage interest and $2,199 in mortgage insurance premiums for their primary residence.
• They report paying $3,355 in real estate taxes for the year on their primary residence.
• They paid $600 toward co-pays for Ana's visits to the doctor.
• Alexander provided receipts of $1,010 for books, supplies, and supplementary materials for his classroom.
• Susan provided receipts of $495 for books, supplies, and supplementary materials for her classroom.
• General sales tax paid was $964.

Client 2 W2

Alexander's W2 contained information in the following boxes: 

Wages (box 1) : $39,405

Federal W/H (box 2): $5,516

Social Security Wages (box 3): $39,405

Social Security W/H (box 4): $2,443

Medicare Wages (box 5): $39,405

Medicare W/H (box 6): $571

 

Susan's W2 contained information in the following boxes: 

Wages (box 1) : $52,005

Federal W/H (box 2): $7,200

Social Security Wages (box 3): $52,005

Social Security W/H (box 4): $3,224

Medicare Wages (box 5): $52,005

please help fill out tax form 1040