Question
Alexander Smith and his wife Allison are married and will file a joint tax return for 2022. The Smiths live at 1234 Buena Vista Drive,
Alexander Smith and his wife Allison are married and will file a joint tax return for 2022. 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 2022 to obtain a higher-level pilots license. The Smiths have an 18-year-old son, Brad, who is enrolled in twelfth grade at the Walt Disney Prep School. The Smiths also have a 19-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 | 12/21/2005 |
Angelina Shirker | 261-45-1212 | 03/31/2004 |
Sean Shirker | 546-78-1235 | 05/01/2004 |
Trask Shirker | 115-45-7893 | 10/21/2021 |
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.
Please fill out IRS forms 1040, Schedule 1, and Schedule B based on the following information:
W-2
1) Wages, Tips, Other Compensation: $65,137
2) Federal Income Tax Withheld: $6,010
3) Social Security Wages: $68,409
4) Social Security Tax Withheld: $4,241.36
5) Medicare Wages and Tips: $68,409
6) Medicare Tax Withheld: $991.93
Interest Income
1) Interest Income: $1,369.11
Dividends and Distribution
1a) Total Ordinary Dividends: $1,167
1b) Qualified Dividends: $1,032
4) Federal Income Tax Withheld: $100
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