Alexander Smith and his wife Allison are married and file a joint tax return for 2021.  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 2021 to obtain a higher level pilot’s 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 Sean’s wealthy grandfather as apprentices in his business.  The Shirker’s 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	12/21/2004
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 Smith’s 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. 

1099- DIV Disney parking corporation Total Ordinary Dividend $1321

                                                              Qualified dividend $1100

                                                                Federal income tax withheld $100.00

1099-INT Orlando National Bank          Interest income $1640.26

W2        Wages, tips, other compensation  $65,895

              Social security wages $69,167

               Medicare wages and tips   $69,167

               Federal income tax withheld $6010

               Social security tax withheld $4288.35

               Medicare tax withheld  $1002.92

               12a. See instruction for box 12: D $3272