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, FL32830.Alexander is a commuter airline pilot but took 6 months off from his job in 2019 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
12/21/2002
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 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.
RRECTED (IT 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, 167 . 00 Disney Parking Corporation 2018 Dividends and 1b Qualified dividends Distributions 1500 Reams Rd. $ 1 , 032 . 00 Lake Buena Vista, FL 32830 Form 1099-DIV 2a Total capital gain distr 2b Unrecap. Sec. 1250 gain Copy B $ $ For Recipient PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain 2d Collectibles (28%) gain 57-4443344 266-34-1967 $ RECIPIENT'S name 3 Nondividend distributions Federal income tax withheld 100 .00 This is important tax Allison Smith information and is 5 Section 199A dividends Investment expenses being furnished to the IRS. If you are Street address (including apt. no.) required to file a 7 return, a negligence 1234 Buena Vista Drive Foreign tax paid 8 Foreign country or U.S. possession penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code imposed on you if this income is taxable Orlando FL 32830 9 Cash liquidation distributions | 10 Noncash liquidation distributions and the IRS $ determines that it has not been reported. FATCA filing 11 Exempt-interest dividends 12 Specified private activity requirement bond interest dividends $ $ Account number (see instructions) 13 State 14 State identification no. 15 State tax withheld $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 2018 Interest 1 Interest income 9871 Disney Way Income 1 , 369. 11 Orlando, FL 32801 $ Form 1099-INT 2 Early withdrawal penalty Copy B PAYER'S TIN RECIPIENT'S TIN $ For Recipient 3 Interest on U.S. Savings Bonds and Treas. obligations 60-7654321 266-15-1966 $ RECIPIENT'S name 4 Federal income tax withheld 5 Investment expenses This is important tax $ Alexander T. Smith $ information and is being furnished to the 6 Foreign tax paid 7 Foreign country or U.S. possession RS. 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 return, a negligence interest penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code $ $ imposed on you if 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 on tax-exempt bond $ $ Account number (see instructions) 14 Tax-exempt and 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/Form1099INT Department of the Treasury - Internal Revenue Servicea Employee's social security number Safe, accurate, Visit the IRS website at 266-15-1966 OMB No. 1545-0008 FAST! Use ARse ~ file www.irs.gov/efile b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld 60-3456789 65 , 137 .00 6 , 010 .00 c Employer's name, address, and ZIP code Social security wages 4 Social security tax withheld Kissimmee Airlines, Inc. 68 , 409 .00 4 , 241.36 2432 Bay Blvd. 5 Medicare wages and tips 6 Medicare tax withheld 68, 409.00 991.93 Kissimmee, FL 34741 7 Social security tips 8 Allocated tips d Control number 9 Verification code 10 Dependent care benefits e Employee's first name and initial Last name Suff. 11 Nonqualified plans 12a See instructions for box 12 Alexander T. Smith D 3, 272 .00 13 Statutory Retirement Third-party 1234 Buena Vista Drive employee plan sick pay 12b Orlando, FL 32830 14 Other 12c 12d f Employee's address and ZIP code 15 State Employer's state ID number 16 State wages, tips, etc. |17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name FL W-2 Wage and Tax Department of the Treasury-Internal Revenue Service Form Statement 2018 Copy B-To Be Filed With Employee's FEDERAL Tax Return
