Alexander Smith and his wife Allison are married and file a joint tax return for 2019. The Smiths live at 1234 Buena Vista Drive, Orlando, FL 32830. Alexander is a commuter airline pilot but took 6 months off from his job in 2019 to obtain a higher level pilots license. The Smiths have a 17 year-old son, Brad, who is enrolled in eleventh grade at the Walt Disney Prep School. The Smiths also have an 18 year-old daughter, Angelina, who is a part-time first year student at Orange County Community College (OCCC). Angelina is married to Sean Shirker, who is 19 years old and also a part-time student at OCCC. Sean and Angelina have a 1 year old child, Trask (Social Security number 115-45-7893). All the Shirkers live in an apartment near the Smiths. Angelina and Sean both also work part-time for Seans wealthy grandfather as apprentices in his business. The Shirkers wages for the year were $50,000 which allowed them to pay all the personal expenses for themselves and Trask.

Name	Social Security number	Date of birth
Alexander Smith	266-15-1966	09/22/1970
Allison Smith	266-34-1967	07/01/1971
Brad Smith	261-55-2121	12/21/2002
Angelina Shirker	261-45-1212	03/31/2001
Sean Shirker	546-78-1235	05/01/2000
Trask Shirker	115-45-7893	10/21/2018

Five years ago, Alexander divorced Jennifer Amistad (Social Security number 341-55-6789). Alexander pays Jennifer $200 per month in alimony under the divorce decree.

Not included with the Smiths tax forms was interest from State of Florida bonds of $145.00.

Alexander also received a Form W-2, Form 1099-INT, and Form 1099-DIV that you should have downloaded in Step 1 above.

re file a Employee's social security number 266-15-1966 b Employer identification number (EIN) 60-3456789 c Employer's name, address, and ZIP code Kissimmee Airlines, Inc. 2432 Bay Blvd. Kissimmee, FL 34741 Sate, accurate, URS OMB No 1545-0008 FASTI Use 1 Wages, tips, other compensation 64,890.00 3 Social Security wages 68, 162.00 Visit the IRS website at www.irs.gov/etlle 2 Federal income tax withheld 6,010.00 4 Social Security tax withheld 4,226.04 6 Medicare tax withheld 988.35 5 Medicare wages and tips 68, 162.00 7 Social security tips 8 Allocated tips d Control number 9 Verification code 10 Dependent care benefits Suff. 11 Nonqualified plans 12a See instructions for box 12 | 3,272.00 . Employee's first name and initial Last name Alexander T. Smith 1234 Buena Vista Drive Orlando, FL 32830 13 mlory egyre Raticat plan TA sok pay 12b 14 Other 12c 12d 1 Employee's address and ZIP code 15 Stals Employer's state ID number FL) 16 State wages, tips, etc. 7 State Income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locally name Department of the Treasury-Internal Revenue Service Form W-2 Wage and Tax 2018 Statement Copy B-To Be Filed With Employee's FEDERAL Tax Retum. This information is being furnished to the Internal Revenue Service. 2018 CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country. ZIP Payer's RTN (optional OMB No 1545-0112 or foreign postal code, and telephone no. Orlando National Bank Interest 1 Interest income 9871 Disney Way Income 1,475.88 Orlando, FL 32801 $ Form 1099-INT 2 Earty withdrawal penalty Copy B PAYER'S TIN RECIPIENT'S TIN $ 3 Interest on U.S. Savings Bonds and Treas. obligations For Recipient 60-7654321 266-15-1966 $ RECIPIENTS name 4 Federal income tax withheld 5 Investment expenses This is important tax $ Alexander T. Smith $ information and is 6 Foreign tax paid 7 Foreign country or U.S. possession being furnished to the IRS. If you are Street address including apt, no.) $ required to file a 1234 Buena Vista Drive 8 Tax-exempt interest 9 Specified private activity bond retum, a negligence interest penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code $ $ imposed on your Orlando, FL 32830 10 Market discount 11 Bond premium this income is taxable and the IRS determines that it has FATCA filing $ $ not been reported. requirement 12 Bond premium on Treasury obligations | 13 Bond premium anta-compt bond $ IS Account number (see instructions) 14 Tax-exempland tax credit 15 State 16 State identification no. 17 State tax withheld bond CUSIP no. Form 1099-INT (keep for your records) www.irs.gov/Form 1099NT Department of the Treasury - Internal Revenue Service $ 2018 inte portant tax CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP 1a Total ordinary dividends OMB No. 1545-0110 or foreign postal code, and telephone no. 1,511.00 Disney Parking Corporation Dividends and 1b Qualified dividends 1500 Reams Rd. Distributions 1,005.00 Lake Buena Vista, FL 32830 $ Form 1099-DIV 2a Total capital gain distr. 2 Unrecap. Sec. 1250 gain Copy B $ $ PAYER'S TIN RECIPIENT'S TIN For Recipient 2c Section 1202 gain 2d Collectibles (28%) gain 57-4443344 266-34-1967 S RECIPIENT'S name 3 Nondividend distributions 4 Federal income tax withhold Allison Smith $ $ 100.00 information and is 5 Section 199A dividends 6 Investment expenses being furnished to Street address including apt. no.) $ $ the RS. If you are required to file a 1234 Buena Vista Drive 7 Foreign tax paid & Foreign country or U.S. possession return, a negligence penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code $ Imposed on you it Orlando FL 32830 9 Cash liquidation distributions 10 Noncash liquidation distributions this income is taxable and the IRS $ $ determines that it has FATCA fling 11 Exampt-interest dividends 12 Specified private activity not been reported. requirement bond interest dividends $ $ Account number isne instructions 13 State 14 State identification no. 15 State tax withheld $ Form 1099-DIV (keep for your records) www.irs.gov/Fom1099DIV Department of the Treasury - Internal Revenue Service 11040 2019 Department of the Treasury-Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only-Do not weiter staple in this space Filing Status Single Single Married filing jointly Married filing separately MFS) Head of household (HOH) Qualifying widower) (W) you checked the MFS box, enter the name of spouse. Y you checked the HOH or GW box, enter the child's name if the qualifying person is one box. a child but not your dependent. Your first name and middle initial Last name Your social security number Check only M joint return, 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, sos instructions Apt. no. Presidential Election Campaign Check here if you, or your spouse it fling jointly, Warn $3 to go to this fund. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see Instructions Checking a box below will not change your sa cr refund. You spouse Foreign country name Foreign province/state/county Foreign postal code more than four dependents, see 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 bom before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) If qualities forste instructions: (1) First name Lastrame Child tax credit Credit for other dependents 1 2b 3b ch 4b 4d 5b 6 1 Wages, salaries, tips, etc. Attach Formis) W-2 2a Tax-exempt interest b Taxable interest. Attach Sch. Bif required 3a Qunified dividends Standard 3a b Ordinary dividends. Attach Sch. Bit required Deduction for 4a IRA distributions. 4a b Taxable amount - Single or Married filing separately C Pensions and annuities 40 d Taxable amount $12 200 5a Social security benefits Social Securitate 5a . Martin Sling b Taxable amount jointly or Cualtyra 6 Capital gain or loss). Attach Schedule D if required. If not required, check here geln or los midowieri. 7a $24,400 Other income from Schedule 1, line 9 Head of b Add lines 1, 25, 36, 46, 4, 5, 6, and 7a. This is your total income household $18,350 8a Adjustments to income from Schedule 1, line 22 you checked b Subtract line 8a from line 7o. This is your adjusted gross income any box under Stando Standard deduction or itemized deductions from Schedule A) Deduction 10 Sarbstruction, Qualified business income deduction. Attach Form 8995 or Form 1995-A 10 11a Add lines 9 and 10 b Taxable income. Subtract line 11a from line Sb. zero or less enter-O- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 113200 7a 7b Sa 8b 11a 11b Form 1040 20191 Form 1040 (2019) Page 2 123 Tax (see inst.) Check if any from Farms 1 2814 24972 30 12a b Add Schedule 2, line 3, and line 12a and enter the total 12b 13a 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. W zero or less, enter 14 15 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 Federal income tax withheld from Forms W-2 and 1099 17 AL If you have a 18 Other payments and refundable credits: qualifying child a attach Sch. EIC. Earned Income credit (EIC) 18a - If you have b Additional child tax credit. Attach Schedule 8812 18b nontaxable C American opportunity credit from Form 1963, line 8 combat pay, see 18C instructions. d Schedule 3, line 14 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 18e 19 Add linos 17 and 18e. These are your total payments 19 20 Refund 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 See instructions. e Type: Checking Savings d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay. see 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 below. Designee No Other than Designe's Phone Personal identification paid preparer name no, number (PIN Sign Under penalties of berjury. I declare that I have examined this rebum and accompanying schedules and statements, and to the best of my knowledge and belied, they are true, correct, and complete. Declaration of preperer other than faxpayer) is based on all formation of which preparehas any knowledge. Here Your signature Date Your occupation If the IRS sont you an identity Protection PIN, enter it here Joint return? see inst.) TUI See instructions Spouse's signature. If a joint return, both must sign Date Spouse's occupation the IRS sent your spouse an Keep a copy for Identity Protection PIN. anter it here your records. see inst. Phone no Email address Preparer's name Preparer's signature Paid Date PTIN Check it: Preparer 3rd Party Designer Firm's name Use Only Phone no Self-employed Firm's address Firm's EIN Go to www.irs.gov/Form 1040 for instructions and the latest information Form 1040 2019 SCHEDULE 1 (Form 1040 or 1040-SA) Additional Income and Adjustments to Income OMB No 1545-0074 Department of the Treasury Attach to Form 1040 or 1040-SR. 2019 Internal Revenue Service Go to www.irs.gov/Form 1040 for instructions and the latest information. Attachment Name(s) shown on Form 1040 or 1040-SR Sequence No. 01 Your social security number At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? Yes Parti No Additional Income 1 Taxable refunds, credits, or offsets of state and local income taxes 1 2a Alimony received 2a b Date of original divorce or separation agreement (see instructions) 3 Business income or loss). Attach Schedule C. 3 4 Other gains or losses). Attach Form 4797 4 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. 5 6 Farm income or (loss). Attach Schedule F 6 7 Unemployment compensation 7 8 Other income. List type and amount 9 ... 8 Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a 9 Part II Adjustments to Income 10 Educator expenses 10 11 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach For 2106 11 12 Health savings account deduction. Attach Form 8889 12 13 Moving expenses for members of the Armed Forces. Attach Form 3903 13 14 Deductible part of self-employment tax. Attach Schedule SE 14 15 Self-employed SEP, SIMPLE, and qualified plans 15 16 Self-employed health insurance deduction 16 17 Penalty on early withdrawal of savings 17 18a Alimony paid. 18a b Recipient's SSN c Date of original divorce or separation agreement (see instructions) 19 IRA deduction 19 20 Student loan interest deduction 20 21 Tuition and fees. Attach Form 8917 21 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040 or 1040-SR, line 8a 22 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F Schedule 1 Form 1040 or 1040-SR) 2019 SCHEDULE B (Form 1040 or 1040-SR) OMB No. 1545-0074 Interest and Ordinary Dividends Go to www.irs.gov/Schedule for instructions and the latest information. Attach to Form 1040 or 1040-SR. Department of the Treasury Intamal Reverue Service (69) Names) shown on return 2019 Attachment Sequence No. 08 Your social security number Part! 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address Amount Interest (See instructions and the instructions for Forms 1040 and 1040-SR, line 2b.) 1 Note: If you received a Form 1099-INT, Form 1099-010, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that formn. 2 Add the amounts on line 1 3 Excludable interest on series EE and 1 U.S. savings bonds issued after 1989. Attach Form 8815. 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b Note: If line 4 is over $1,500, you must complete Part II. Part II 5 List name of payer Ordinary Dividends 2 3 4 Amount (See instructions and the instructions for Forms 1040 and 1040-SR, line 3b.) 5 Note: If you recelved a Form 1099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, on that form. line 3b 6 Note: If line 6 is over $1,500, you must complete Part III. Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferorto, a foreign trust, Yes No Foreign 7a At any time during 2019, did you have a financial interest in or signature authority over a financial Accounts account (such as a bank account, securities account, or brokerage account) located in a foreign and Trusts country? See instructions Caution: If If "Yes," are you required to file FinCEN Form 114, Report of Foreign Bank and Financial required, failure Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114 to file FinCEN and its instructions for filing requirements and exceptions to those requirements Form 114 may b If you are required to file FinCEN Form 114, enter the name of the foreign country where the result in substantial financial account is located penalties. See 8 During 2019, did you receive a distribution from, or were you the grantor of, or transferor to, a instructions. foreign trust? If "Yes," you may have to file Form 3520. See instructions. For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146N Schedule B (Form 1040 or 1040-SR) 2019 2018 Form 1040Line la - Qualified Dividends and Capital Gain Tax Worksheet-Line 11a Keep for Your Records Before you begin: See the earlier instructions for line 11a to see if you can use this worksheet to figure your tax. Before completing this worksheet, complete Form 1040 through line 10. if you don't have to file Schedule D and you received capital gain distributions, be sure you checked the box on line 13 of Schedule 1. 1. Enter the amount from Form 1040, line 10. However, if you are filing Form 2555 or 2555-EZ (relating to foreign camned incomc), enter the amount from line 3 of the Foreign Earned Income Tax Worksheet 1. 2. Enter the amount from Form 1040, line 3a* 2. 3. Are you filing Schedule D? Yes. Enter the smaller of line 15 or 16 of Schedule D. If either line 15 or 16 is blank or a loss, enter-O-. 3. No. Enter the amount from Schedule 1, line 13. 4. Add lines 2 and 3 ...... 4. 5. If filing Form 4952 (used to figure investment interest expense deduction), enter any amount from line 4g of that form. Otherwise, enter-O-....... 5. 6. Subtract line 5 from line 4. If zero or less, enter-O- 6. 7. Subtract line 6 from line 1. If zero or less, enter -- 7. 8. Enter: $38,600 if single or married filing separately, $77,200 if married filing jointly or qualifying widow(er). $51,700 if head of bouschold. 8. 9. Enter the smaller of line 1 or line 8 9. 10. Enter the smaller of line 7 or line 9 .... 10. 11. Subtract line 10 from line 9. This amount is taxed at 0% 12. Enter the smaller of line 1 or line 6 12 13. Enter the amount from line 11 13. 14. Subtract line 13 from line 12 15. Enter: $425,800 if single $239,500 if married filing separately, $479,000 if married filing jointly or qualifying widow(er), 15. $452,400 if head of household. 16. Enter the smaller of line 1 or line 15 16. 17. Add lines 7 and 11 17. 18. Subtract line 17 from line 16. If zero or less, enter-O- 18. 19. Enter the smaller of line 14 or line 18 19. 20. Multiply linc 19 by 15% (0.15) 20. 21. Add lines 11 and 19 21. 22. Subtract line 21 from line 12 22. 23. Multiply line 22 by 20% (0.20) 23. 24. Figure the tax on the amount on line 7. If the amount on line 7 is less than $100,000, usc thc Tax Table to figure the tax. If the amount on line 7 is $100,000 or more, use the Tax Computation 24. 25. Add lines 20, 23, and 24 25, 26. Figure the tax on the amount on line 1. If the amount on line 1 is less than $100,000, use the Tax Table to figure the tax. If the amount on line 1 is $100,000 or more, use the Tax Computation Worksheet ............................................. 26. 27. Tax on all taxable income. Enter the smaller of line 25 or 26. Also include this amount on the entry space on Form 1040, line 1la. If you are filing Form 2555 or 2555-EZ, don't enter this amount on the entry space on Form 1040, line 11a. Instead, enter it on line 4 of the Foreign Eamed Income Tax Worksheet 27. * If you are filing Form 2555 or 2555-EZ see the footnote in the Foreign Earned Income Tar Worksheet before completing this line, Worksheet ...... Need more information or forms? Visit IRS.gov. -40- re file a Employee's social security number 266-15-1966 b Employer identification number (EIN) 60-3456789 c Employer's name, address, and ZIP code Kissimmee Airlines, Inc. 2432 Bay Blvd. Kissimmee, FL 34741 Sate, accurate, URS OMB No 1545-0008 FASTI Use 1 Wages, tips, other compensation 64,890.00 3 Social Security wages 68, 162.00 Visit the IRS website at www.irs.gov/etlle 2 Federal income tax withheld 6,010.00 4 Social Security tax withheld 4,226.04 6 Medicare tax withheld 988.35 5 Medicare wages and tips 68, 162.00 7 Social security tips 8 Allocated tips d Control number 9 Verification code 10 Dependent care benefits Suff. 11 Nonqualified plans 12a See instructions for box 12 | 3,272.00 . Employee's first name and initial Last name Alexander T. Smith 1234 Buena Vista Drive Orlando, FL 32830 13 mlory egyre Raticat plan TA sok pay 12b 14 Other 12c 12d 1 Employee's address and ZIP code 15 Stals Employer's state ID number FL) 16 State wages, tips, etc. 7 State Income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locally name Department of the Treasury-Internal Revenue Service Form W-2 Wage and Tax 2018 Statement Copy B-To Be Filed With Employee's FEDERAL Tax Retum. This information is being furnished to the Internal Revenue Service. 2018 CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country. ZIP Payer's RTN (optional OMB No 1545-0112 or foreign postal code, and telephone no. Orlando National Bank Interest 1 Interest income 9871 Disney Way Income 1,475.88 Orlando, FL 32801 $ Form 1099-INT 2 Earty withdrawal penalty Copy B PAYER'S TIN RECIPIENT'S TIN $ 3 Interest on U.S. Savings Bonds and Treas. obligations For Recipient 60-7654321 266-15-1966 $ RECIPIENTS name 4 Federal income tax withheld 5 Investment expenses This is important tax $ Alexander T. Smith $ information and is 6 Foreign tax paid 7 Foreign country or U.S. possession being furnished to the IRS. If you are Street address including apt, no.) $ required to file a 1234 Buena Vista Drive 8 Tax-exempt interest 9 Specified private activity bond retum, a negligence interest penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code $ $ imposed on your Orlando, FL 32830 10 Market discount 11 Bond premium this income is taxable and the IRS determines that it has FATCA filing $ $ not been reported. requirement 12 Bond premium on Treasury obligations | 13 Bond premium anta-compt bond $ IS Account number (see instructions) 14 Tax-exempland tax credit 15 State 16 State identification no. 17 State tax withheld bond CUSIP no. Form 1099-INT (keep for your records) www.irs.gov/Form 1099NT Department of the Treasury - Internal Revenue Service $ 2018 inte portant tax CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP 1a Total ordinary dividends OMB No. 1545-0110 or foreign postal code, and telephone no. 1,511.00 Disney Parking Corporation Dividends and 1b Qualified dividends 1500 Reams Rd. Distributions 1,005.00 Lake Buena Vista, FL 32830 $ Form 1099-DIV 2a Total capital gain distr. 2 Unrecap. Sec. 1250 gain Copy B $ $ PAYER'S TIN RECIPIENT'S TIN For Recipient 2c Section 1202 gain 2d Collectibles (28%) gain 57-4443344 266-34-1967 S RECIPIENT'S name 3 Nondividend distributions 4 Federal income tax withhold Allison Smith $ $ 100.00 information and is 5 Section 199A dividends 6 Investment expenses being furnished to Street address including apt. no.) $ $ the RS. If you are required to file a 1234 Buena Vista Drive 7 Foreign tax paid & Foreign country or U.S. possession return, a negligence penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code $ Imposed on you it Orlando FL 32830 9 Cash liquidation distributions 10 Noncash liquidation distributions this income is taxable and the IRS $ $ determines that it has FATCA fling 11 Exampt-interest dividends 12 Specified private activity not been reported. requirement bond interest dividends $ $ Account number isne instructions 13 State 14 State identification no. 15 State tax withheld $ Form 1099-DIV (keep for your records) www.irs.gov/Fom1099DIV Department of the Treasury - Internal Revenue Service 11040 2019 Department of the Treasury-Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only-Do not weiter staple in this space Filing Status Single Single Married filing jointly Married filing separately MFS) Head of household (HOH) Qualifying widower) (W) you checked the MFS box, enter the name of spouse. Y you checked the HOH or GW box, enter the child's name if the qualifying person is one box. a child but not your dependent. Your first name and middle initial Last name Your social security number Check only M joint return, 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, sos instructions Apt. no. Presidential Election Campaign Check here if you, or your spouse it fling jointly, Warn $3 to go to this fund. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see Instructions Checking a box below will not change your sa cr refund. You spouse Foreign country name Foreign province/state/county Foreign postal code more than four dependents, see 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 bom before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) If qualities forste instructions: (1) First name Lastrame Child tax credit Credit for other dependents 1 2b 3b ch 4b 4d 5b 6 1 Wages, salaries, tips, etc. Attach Formis) W-2 2a Tax-exempt interest b Taxable interest. Attach Sch. Bif required 3a Qunified dividends Standard 3a b Ordinary dividends. Attach Sch. Bit required Deduction for 4a IRA distributions. 4a b Taxable amount - Single or Married filing separately C Pensions and annuities 40 d Taxable amount $12 200 5a Social security benefits Social Securitate 5a . Martin Sling b Taxable amount jointly or Cualtyra 6 Capital gain or loss). Attach Schedule D if required. If not required, check here geln or los midowieri. 7a $24,400 Other income from Schedule 1, line 9 Head of b Add lines 1, 25, 36, 46, 4, 5, 6, and 7a. This is your total income household $18,350 8a Adjustments to income from Schedule 1, line 22 you checked b Subtract line 8a from line 7o. This is your adjusted gross income any box under Stando Standard deduction or itemized deductions from Schedule A) Deduction 10 Sarbstruction, Qualified business income deduction. Attach Form 8995 or Form 1995-A 10 11a Add lines 9 and 10 b Taxable income. Subtract line 11a from line Sb. zero or less enter-O- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 113200 7a 7b Sa 8b 11a 11b Form 1040 20191 Form 1040 (2019) Page 2 123 Tax (see inst.) Check if any from Farms 1 2814 24972 30 12a b Add Schedule 2, line 3, and line 12a and enter the total 12b 13a 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. W zero or less, enter 14 15 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 Federal income tax withheld from Forms W-2 and 1099 17 AL If you have a 18 Other payments and refundable credits: qualifying child a attach Sch. EIC. Earned Income credit (EIC) 18a - If you have b Additional child tax credit. Attach Schedule 8812 18b nontaxable C American opportunity credit from Form 1963, line 8 combat pay, see 18C instructions. d Schedule 3, line 14 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 18e 19 Add linos 17 and 18e. These are your total payments 19 20 Refund 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 See instructions. e Type: Checking Savings d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay. see 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 below. Designee No Other than Designe's Phone Personal identification paid preparer name no, number (PIN Sign Under penalties of berjury. I declare that I have examined this rebum and accompanying schedules and statements, and to the best of my knowledge and belied, they are true, correct, and complete. Declaration of preperer other than faxpayer) is based on all formation of which preparehas any knowledge. Here Your signature Date Your occupation If the IRS sont you an identity Protection PIN, enter it here Joint return? see inst.) TUI See instructions Spouse's signature. If a joint return, both must sign Date Spouse's occupation the IRS sent your spouse an Keep a copy for Identity Protection PIN. anter it here your records. see inst. Phone no Email address Preparer's name Preparer's signature Paid Date PTIN Check it: Preparer 3rd Party Designer Firm's name Use Only Phone no Self-employed Firm's address Firm's EIN Go to www.irs.gov/Form 1040 for instructions and the latest information Form 1040 2019 SCHEDULE 1 (Form 1040 or 1040-SA) Additional Income and Adjustments to Income OMB No 1545-0074 Department of the Treasury Attach to Form 1040 or 1040-SR. 2019 Internal Revenue Service Go to www.irs.gov/Form 1040 for instructions and the latest information. Attachment Name(s) shown on Form 1040 or 1040-SR Sequence No. 01 Your social security number At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? Yes Parti No Additional Income 1 Taxable refunds, credits, or offsets of state and local income taxes 1 2a Alimony received 2a b Date of original divorce or separation agreement (see instructions) 3 Business income or loss). Attach Schedule C. 3 4 Other gains or losses). Attach Form 4797 4 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. 5 6 Farm income or (loss). Attach Schedule F 6 7 Unemployment compensation 7 8 Other income. List type and amount 9 ... 8 Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a 9 Part II Adjustments to Income 10 Educator expenses 10 11 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach For 2106 11 12 Health savings account deduction. Attach Form 8889 12 13 Moving expenses for members of the Armed Forces. Attach Form 3903 13 14 Deductible part of self-employment tax. Attach Schedule SE 14 15 Self-employed SEP, SIMPLE, and qualified plans 15 16 Self-employed health insurance deduction 16 17 Penalty on early withdrawal of savings 17 18a Alimony paid. 18a b Recipient's SSN c Date of original divorce or separation agreement (see instructions) 19 IRA deduction 19 20 Student loan interest deduction 20 21 Tuition and fees. Attach Form 8917 21 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040 or 1040-SR, line 8a 22 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F Schedule 1 Form 1040 or 1040-SR) 2019 SCHEDULE B (Form 1040 or 1040-SR) OMB No. 1545-0074 Interest and Ordinary Dividends Go to www.irs.gov/Schedule for instructions and the latest information. Attach to Form 1040 or 1040-SR. Department of the Treasury Intamal Reverue Service (69) Names) shown on return 2019 Attachment Sequence No. 08 Your social security number Part! 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address Amount Interest (See instructions and the instructions for Forms 1040 and 1040-SR, line 2b.) 1 Note: If you received a Form 1099-INT, Form 1099-010, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that formn. 2 Add the amounts on line 1 3 Excludable interest on series EE and 1 U.S. savings bonds issued after 1989. Attach Form 8815. 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b Note: If line 4 is over $1,500, you must complete Part II. Part II 5 List name of payer Ordinary Dividends 2 3 4 Amount (See instructions and the instructions for Forms 1040 and 1040-SR, line 3b.) 5 Note: If you recelved a Form 1099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, on that form. line 3b 6 Note: If line 6 is over $1,500, you must complete Part III. Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferorto, a foreign trust, Yes No Foreign 7a At any time during 2019, did you have a financial interest in or signature authority over a financial Accounts account (such as a bank account, securities account, or brokerage account) located in a foreign and Trusts country? See instructions Caution: If If "Yes," are you required to file FinCEN Form 114, Report of Foreign Bank and Financial required, failure Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114 to file FinCEN and its instructions for filing requirements and exceptions to those requirements Form 114 may b If you are required to file FinCEN Form 114, enter the name of the foreign country where the result in substantial financial account is located penalties. See 8 During 2019, did you receive a distribution from, or were you the grantor of, or transferor to, a instructions. foreign trust? If "Yes," you may have to file Form 3520. See instructions. For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146N Schedule B (Form 1040 or 1040-SR) 2019 2018 Form 1040Line la - Qualified Dividends and Capital Gain Tax Worksheet-Line 11a Keep for Your Records Before you begin: See the earlier instructions for line 11a to see if you can use this worksheet to figure your tax. Before completing this worksheet, complete Form 1040 through line 10. if you don't have to file Schedule D and you received capital gain distributions, be sure you checked the box on line 13 of Schedule 1. 1. Enter the amount from Form 1040, line 10. However, if you are filing Form 2555 or 2555-EZ (relating to foreign camned incomc), enter the amount from line 3 of the Foreign Earned Income Tax Worksheet 1. 2. Enter the amount from Form 1040, line 3a* 2. 3. Are you filing Schedule D? Yes. Enter the smaller of line 15 or 16 of Schedule D. If either line 15 or 16 is blank or a loss, enter-O-. 3. No. Enter the amount from Schedule 1, line 13. 4. Add lines 2 and 3 ...... 4. 5. If filing Form 4952 (used to figure investment interest expense deduction), enter any amount from line 4g of that form. Otherwise, enter-O-....... 5. 6. Subtract line 5 from line 4. If zero or less, enter-O- 6. 7. Subtract line 6 from line 1. If zero or less, enter -- 7. 8. Enter: $38,600 if single or married filing separately, $77,200 if married filing jointly or qualifying widow(er). $51,700 if head of bouschold. 8. 9. Enter the smaller of line 1 or line 8 9. 10. Enter the smaller of line 7 or line 9 .... 10. 11. Subtract line 10 from line 9. This amount is taxed at 0% 12. Enter the smaller of line 1 or line 6 12 13. Enter the amount from line 11 13. 14. Subtract line 13 from line 12 15. Enter: $425,800 if single $239,500 if married filing separately, $479,000 if married filing jointly or qualifying widow(er), 15. $452,400 if head of household. 16. Enter the smaller of line 1 or line 15 16. 17. Add lines 7 and 11 17. 18. Subtract line 17 from line 16. If zero or less, enter-O- 18. 19. Enter the smaller of line 14 or line 18 19. 20. Multiply linc 19 by 15% (0.15) 20. 21. Add lines 11 and 19 21. 22. Subtract line 21 from line 12 22. 23. Multiply line 22 by 20% (0.20) 23. 24. Figure the tax on the amount on line 7. If the amount on line 7 is less than $100,000, usc thc Tax Table to figure the tax. If the amount on line 7 is $100,000 or more, use the Tax Computation 24. 25. Add lines 20, 23, and 24 25, 26. Figure the tax on the amount on line 1. If the amount on line 1 is less than $100,000, use the Tax Table to figure the tax. If the amount on line 1 is $100,000 or more, use the Tax Computation Worksheet ............................................. 26. 27. Tax on all taxable income. Enter the smaller of line 25 or 26. Also include this amount on the entry space on Form 1040, line 1la. If you are filing Form 2555 or 2555-EZ, don't enter this amount on the entry space on Form 1040, line 11a. Instead, enter it on line 4 of the Foreign Eamed Income Tax Worksheet 27. * If you are filing Form 2555 or 2555-EZ see the footnote in the Foreign Earned Income Tar Worksheet before completing this line, Worksheet ...... Need more information or forms? Visit IRS.gov. -40