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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,

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.

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Visit the IRS website at Safe, accurate, FAST! Use irse , file www.irs.gov/efile OMB No. 1545-0008 2 Federal income tax withheld 6,010.00 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 1 Wages, tips, other compensation 65,440.00 3 Social security wages 68, 712.00 4 Social security tax withheld 4,260.14 6 Medicare tax withheld 996.32 5 Medicare wages and tips 68, 712.00 7 Social security tips 8 Allocated tips d Control number 9 Verification code 10 Dependent care benefits Suff. 11 Nonqualified plans e Employee's first name and initial Last name Alexander T. Smith 1234 Buena Vista Drive Orlando, FL 32830 12a See instructions for box 12 D 3,272.00 12b 13 Statutory employee Retirement plan Third-party sick pay 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 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 Return. This information is being furnished to the Internal Revenue Service. CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN (optional) or foreign postal code, and telephone no. OMB No. 1545-0112 2018 Interest Income 1 Interest income Orlando National Bank 9871 Disney Way Orlando, FL 32801 1,413.67 $ 2 Early withdrawal penalty Form 1099-INT 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 information and is $ $ Alexander T. Smith being furnished to the 6 Foreign tax paid 7 Foreign country or U.S. possession 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 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 10 Market discount 11 Bond premium this income is Orlando, FL 32830 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/Form 1099INT Department of the Treasury - Internal Revenue Service OMB No. 1545-0110 2018 Dividends and Distributions O CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP 1a Total ordinary dividends or foreign postal code, and telephone no. 1,125.00 $ Disney Parking Corporation 1b Qualified dividends 1500 Reams Rd. 1,000.00 Lake Buena Vista, FL 32830 $ 2a Total capital gain distr. $ PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain Form 1099-DIV 2b Unrecap. Sec. 1250 gain $ 2d Collectibles (28%) gain Copy B For Recipient 57-4443344 266-34-1967 $ RECIPIENT'S name $ 3 Nondividend distributions $ 5 Section 199A dividends 4 Federal income tax withheld $ 100.00 Allison Smith Investment expenses 6 $ Street address (including apt. no.) $ 7 Foreign tax paid required to 8 1234 Buena Vista Drive Foreign country or U.S. possession This is important tax information and is being furnished to the IRS. If you are file return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported. City or town, state or province, country, and ZIP or foreign postal code $ Orlando FL 32830 9 Cash liquidation distributions 10 Noncash liquidation distributions $ $ 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 $ $ Form 1099-DIV (keep for your records) www.irs.gov/Form 1099DIV Department of the Treasury - Internal Revenue Service OMB No. 1545-0074 SCHEDULE 1 (Form 1040 or 1040-SR) Additional Income and Adjustments to Income Department of the Treasury Attach to Form 1040 or 1040-SR. Internal Revenue Service Go to www.irs.gov/Form 1040 for instructions and the latest information. Name(s) shown on Form 1040 or 1040-SR 2019 Attachment Sequence No. 01 Your social security number 3 4 5 6 At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? 0 Yes O No Partl 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) Business income or (loss). Attach Schedule C 3 Other gains or losses). Attach Form 4797 4 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. 5 Farm income or (loss). Attach Schedule F 6 7 Unemployment compensation 7 8 Other income. List type and amount 8 9 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 Form 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 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 Visit the IRS website at Safe, accurate, FAST! Use irse , file www.irs.gov/efile OMB No. 1545-0008 2 Federal income tax withheld 6,010.00 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 1 Wages, tips, other compensation 65,440.00 3 Social security wages 68, 712.00 4 Social security tax withheld 4,260.14 6 Medicare tax withheld 996.32 5 Medicare wages and tips 68, 712.00 7 Social security tips 8 Allocated tips d Control number 9 Verification code 10 Dependent care benefits Suff. 11 Nonqualified plans e Employee's first name and initial Last name Alexander T. Smith 1234 Buena Vista Drive Orlando, FL 32830 12a See instructions for box 12 D 3,272.00 12b 13 Statutory employee Retirement plan Third-party sick pay 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 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 Return. This information is being furnished to the Internal Revenue Service. CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN (optional) or foreign postal code, and telephone no. OMB No. 1545-0112 2018 Interest Income 1 Interest income Orlando National Bank 9871 Disney Way Orlando, FL 32801 1,413.67 $ 2 Early withdrawal penalty Form 1099-INT 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 information and is $ $ Alexander T. Smith being furnished to the 6 Foreign tax paid 7 Foreign country or U.S. possession 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 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 10 Market discount 11 Bond premium this income is Orlando, FL 32830 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/Form 1099INT Department of the Treasury - Internal Revenue Service OMB No. 1545-0110 2018 Dividends and Distributions O CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP 1a Total ordinary dividends or foreign postal code, and telephone no. 1,125.00 $ Disney Parking Corporation 1b Qualified dividends 1500 Reams Rd. 1,000.00 Lake Buena Vista, FL 32830 $ 2a Total capital gain distr. $ PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain Form 1099-DIV 2b Unrecap. Sec. 1250 gain $ 2d Collectibles (28%) gain Copy B For Recipient 57-4443344 266-34-1967 $ RECIPIENT'S name $ 3 Nondividend distributions $ 5 Section 199A dividends 4 Federal income tax withheld $ 100.00 Allison Smith Investment expenses 6 $ Street address (including apt. no.) $ 7 Foreign tax paid required to 8 1234 Buena Vista Drive Foreign country or U.S. possession This is important tax information and is being furnished to the IRS. If you are file return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported. City or town, state or province, country, and ZIP or foreign postal code $ Orlando FL 32830 9 Cash liquidation distributions 10 Noncash liquidation distributions $ $ 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 $ $ Form 1099-DIV (keep for your records) www.irs.gov/Form 1099DIV Department of the Treasury - Internal Revenue Service OMB No. 1545-0074 SCHEDULE 1 (Form 1040 or 1040-SR) Additional Income and Adjustments to Income Department of the Treasury Attach to Form 1040 or 1040-SR. Internal Revenue Service Go to www.irs.gov/Form 1040 for instructions and the latest information. Name(s) shown on Form 1040 or 1040-SR 2019 Attachment Sequence No. 01 Your social security number 3 4 5 6 At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? 0 Yes O No Partl 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) Business income or (loss). Attach Schedule C 3 Other gains or losses). Attach Form 4797 4 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. 5 Farm income or (loss). Attach Schedule F 6 7 Unemployment compensation 7 8 Other income. List type and amount 8 9 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 Form 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 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

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