Bart and Belinda have provided you with the final pieces of information you need to prepare their tax return. In addition to the information already provided to you, new information is provided below. (hint: you may want to look at the previous assignments for more information that has not been used). You may ignore the child tax credit/credit for other dependents. Hospital visit (Bart) Prescription Meds (Bart and Belinda) Real Estate taxes paid (residence) Home Mortgage Interest paid Charitable contribution $10,000 $5,000 $4,000 $8,000 (1099-MISC received but not included here) $200 (cash contribution to United Way) 1. Complete Schedule A. 2. Complete Form 1040 pages 1 and 2. You may enter a zero on Form 1040 page 2 lines 13 a and b, 15, 18(all), 22, and 24. 2019 CMS NO. 18454 0 4 Department of the Treasury-Internal Revenue Service PIUTU U.S. Individual Income Tax Return Return 12019 OMB No 1545-0074 RS Une Only-Do not wit or staple in the space Filing Status Single Maried filing jointy Married fling seperty MFS) Head of household HOH Qualifying widow(r) (GW) Check only if you checked the MPS box theme of spouse you checked the HOH OGW box, enter the child's name the qualifying person is one box. your de Your first name and middle initial Your social security number Bart Betson 39812a 1565 If joint return, spouse's first name and middle initial Last name Spouse's social security number Belinda Berson 294 1191 008 Home address number and street. If you have a P.O.OK, see Instructions Presidential Election Campaign Check your fing 1040 Blue Street Hinty, want $3 to go to this fund. City, town or post office, state, and ZP code. you have a foreign address, also complete spaces below see instruction). Checking a box below will not change your Richfield OH 4414 xorrard You Spouse Foreign country name Foreign province/state county Foreign postal code more than four dependents see instructions and/heren Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse e es on a separate return or you were ac u sen Ago/Bindnese You Were bom before January 2, 1965 Are bind Spouse was born before January 2, 1955 is blind Dependents (see instructions Social ur b er Relationship to you If qualifies for see instructions: (0) First name steme Child tax credit C redit for other dependents Susan Seacon125014212824 motincy I O I D 0 110LC 2b 1 Wages, salaries, tips, etc. Astach Forms W- 21 Tax-exempt interest .. . Taxable interest. Attach Sch. Bif required 3a O lified dividends. . Ordinary vidende Arch Sch Bifreund Deduction for I 4a TRA distributions. . Tablamount Single or Married Pensions and annuities a Table amount Sling separately. 5a Social security benefits Table amount Married fling 6 Capital gain or loss. Attach Schedule D required. If not required. check here Ta Other Income from Schedule 1, line 9 b Add fines 1, 2, 3, 4, 4, 5, 6 and 7a. This is your total income- Ba Adjustments to income from Schedule 1. line 22 If you checked L b Subtract linea from line . This is your adjusted gross income - any box under 9 Standard deduction or itemized deductions from Schedule A. .. | 10 Qualified business income deduction. Attach Form 8995 or For B SA tions ser 110 Add lines and 10 . . . . . . . . . . . . . - - .... Taxable income. Subtractine 11 from n o ra ... For Disclosure Privacy Act, and Paperwork Reduction Act Notices instruction 550 | Bb IO 356 11 24 4Y) 116 82 150 From 10an po Fom 1040 (2019 Page 2 120 Tax see Inst.) Check it any trom Fomes 1 3814 2 972 30 Add Schedule 2. line 3, and line 12 and enter the total 13a Child tax credit or credit for other dependents . . . . Add Schedule 3. line 7, and line 13 and enter the total . 14 Subtract line 13 from line 1 . rossono 15 Other taxes, including self-employment tax, trom Schedule 2 line 10 16 Add lines 14 and 15. This is your total tax Federal income tax withheld from Forms W-2 and 1099 17 .00 18 Other payments and refundable credits Eamed income credit (EIC... attach Schc Additional child tax credit. Attach Schedule 8812. . . o American opportunity credit from Form 1863. in 8 .. combat pay.se d Schedule 3. in 14. ... Add lines 18 through 18d. These are your total other payments and refundable credits 10 Add lines 17 and 16 The we your total payments 20 Wine 10 in more than line 16 subtine from the This is the amount you overpaid. Refund 218 Amount of line 20 you want rounded to you. Form Sistached. check here 21 Direct depot Routing number e Type Checking Savings See Instructions d Account number 11UUU Amount of line 20 you want applied to your 2020 estimated to 22 Amount Amount you owe. Subtractine 10 from line 16. For details on how to pay. tructions You Owe 24 Estimated tax anty f ingructions Third Party Do you want to allow another person other than your parent s thirum with the RSS instructions. Yes. Complete below. Designee No Designee's Phone Personal identification puid prepare rumb PINO Under presowy, doc h Sign wund i ng who w e rd toe best of my knowledge and belied, they are true correct, and complete Declaration of power than expert on all of which wery own Here Your signature Your c on the IRS sont you an identity Protection PIN neither Jir weens) I II See Instructions Spouse's signature j our, both must Date Spove's occupation the IRS sent your spouse an Keep a copy for Identity Protection P o rt here your records sent) Phone no Imalades Prewer's name Preparer's signature Check Paid Pury Dwig Preparer - Firm's name Self-employed Use Only Firm's address Firm's EIN Go to www.insgow.Form1040 for instructions and the latest information Form 1040 2016 PIN SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040 or 1040-SR) Go to www.irs.gov/ScheduleA for instructions and the latest information. (Rev. January 2020) Attach to Form 1040 or 1040-SR. 2019 Department of the Treasury Attachment Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07 Name(s) shown on Form 1040 or 1040-SR Your social security number Medical and Dental Expenses Taxes You Paid Caution: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) ....... 2 Enter amount from Form 1040 or 1040-SR, line 8b 2 3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . 1 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter-O-... 5 State and local taxes. a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box . . . . . . . . . . . . . . . . . U b State and local real estate taxes (see instructions) . . . . . . . c State and local personal property taxes . . . . . . . . . . d Add lines 5a through 5c. . . . . . . . . . . . . . . e Enter the smaller of line 5d or $10,000 $5,000 if married filing separately) . . . . . . . . . . . . . . . . be 6 Other taxes. List type and amount . . . . . . 7 Interest You Paid Caution: Your mortgage interest deduction may be limited (see instructions). 7 Add lines 5e and 6 . . . 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box ...........O a Home mortgage interest and points reported to you on Form 1098. See instructions if limited . . . . . . . . . . . . . . b Home mortgage interest not reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address . . . . . . . . . . . . . . . . . . . 10 c Points not reported to you on Form 1098. See instructions for special rules . . . . . . . . . . . . . . . . . d Mortgage insurance premiums (see instructions) . . . . . . e Add lines 8a through 8d.... 9 Investment interest. Attach Form 4952 if required. See instructions 10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see Charity instructions. . . . . . . . . . . . . . . . 11 Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more, made a gift and got a benefit for it, see instructions. You must attach Form 8283 if over $500... 12 see instructions. 13 Carryover from prior year . . . . . 13 14 Add lines 11 through 13. ... Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions. . . . . . . . . . . . . . . . . . . . . . . . Other 16 Other from list in instructions. List type and amount Itemized Deductions Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Itemized Form 1040 or 1040-SR, line 9 ... Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, 15 check this box . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Cat. No. 17145C Schedule A (Form 1040 or 1040-SR) 2019 Bart and Belinda have provided you with the final pieces of information you need to prepare their tax return. In addition to the information already provided to you, new information is provided below. (hint: you may want to look at the previous assignments for more information that has not been used). You may ignore the child tax credit/credit for other dependents. Hospital visit (Bart) Prescription Meds (Bart and Belinda) Real Estate taxes paid (residence) Home Mortgage Interest paid Charitable contribution $10,000 $5,000 $4,000 $8,000 (1099-MISC received but not included here) $200 (cash contribution to United Way) 1. Complete Schedule A. 2. Complete Form 1040 pages 1 and 2. You may enter a zero on Form 1040 page 2 lines 13 a and b, 15, 18(all), 22, and 24. 2019 CMS NO. 18454 0 4 Department of the Treasury-Internal Revenue Service PIUTU U.S. Individual Income Tax Return Return 12019 OMB No 1545-0074 RS Une Only-Do not wit or staple in the space Filing Status Single Maried filing jointy Married fling seperty MFS) Head of household HOH Qualifying widow(r) (GW) Check only if you checked the MPS box theme of spouse you checked the HOH OGW box, enter the child's name the qualifying person is one box. your de Your first name and middle initial Your social security number Bart Betson 39812a 1565 If joint return, spouse's first name and middle initial Last name Spouse's social security number Belinda Berson 294 1191 008 Home address number and street. If you have a P.O.OK, see Instructions Presidential Election Campaign Check your fing 1040 Blue Street Hinty, want $3 to go to this fund. City, town or post office, state, and ZP code. you have a foreign address, also complete spaces below see instruction). Checking a box below will not change your Richfield OH 4414 xorrard You Spouse Foreign country name Foreign province/state county Foreign postal code more than four dependents see instructions and/heren Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse e es on a separate return or you were ac u sen Ago/Bindnese You Were bom before January 2, 1965 Are bind Spouse was born before January 2, 1955 is blind Dependents (see instructions Social ur b er Relationship to you If qualifies for see instructions: (0) First name steme Child tax credit C redit for other dependents Susan Seacon125014212824 motincy I O I D 0 110LC 2b 1 Wages, salaries, tips, etc. Astach Forms W- 21 Tax-exempt interest .. . Taxable interest. Attach Sch. Bif required 3a O lified dividends. . Ordinary vidende Arch Sch Bifreund Deduction for I 4a TRA distributions. . Tablamount Single or Married Pensions and annuities a Table amount Sling separately. 5a Social security benefits Table amount Married fling 6 Capital gain or loss. Attach Schedule D required. If not required. check here Ta Other Income from Schedule 1, line 9 b Add fines 1, 2, 3, 4, 4, 5, 6 and 7a. This is your total income- Ba Adjustments to income from Schedule 1. line 22 If you checked L b Subtract linea from line . This is your adjusted gross income - any box under 9 Standard deduction or itemized deductions from Schedule A. .. | 10 Qualified business income deduction. Attach Form 8995 or For B SA tions ser 110 Add lines and 10 . . . . . . . . . . . . . - - .... Taxable income. Subtractine 11 from n o ra ... For Disclosure Privacy Act, and Paperwork Reduction Act Notices instruction 550 | Bb IO 356 11 24 4Y) 116 82 150 From 10an po Fom 1040 (2019 Page 2 120 Tax see Inst.) Check it any trom Fomes 1 3814 2 972 30 Add Schedule 2. line 3, and line 12 and enter the total 13a Child tax credit or credit for other dependents . . . . Add Schedule 3. line 7, and line 13 and enter the total . 14 Subtract line 13 from line 1 . rossono 15 Other taxes, including self-employment tax, trom Schedule 2 line 10 16 Add lines 14 and 15. This is your total tax Federal income tax withheld from Forms W-2 and 1099 17 .00 18 Other payments and refundable credits Eamed income credit (EIC... attach Schc Additional child tax credit. Attach Schedule 8812. . . o American opportunity credit from Form 1863. in 8 .. combat pay.se d Schedule 3. in 14. ... Add lines 18 through 18d. These are your total other payments and refundable credits 10 Add lines 17 and 16 The we your total payments 20 Wine 10 in more than line 16 subtine from the This is the amount you overpaid. Refund 218 Amount of line 20 you want rounded to you. Form Sistached. check here 21 Direct depot Routing number e Type Checking Savings See Instructions d Account number 11UUU Amount of line 20 you want applied to your 2020 estimated to 22 Amount Amount you owe. Subtractine 10 from line 16. For details on how to pay. tructions You Owe 24 Estimated tax anty f ingructions Third Party Do you want to allow another person other than your parent s thirum with the RSS instructions. Yes. Complete below. Designee No Designee's Phone Personal identification puid prepare rumb PINO Under presowy, doc h Sign wund i ng who w e rd toe best of my knowledge and belied, they are true correct, and complete Declaration of power than expert on all of which wery own Here Your signature Your c on the IRS sont you an identity Protection PIN neither Jir weens) I II See Instructions Spouse's signature j our, both must Date Spove's occupation the IRS sent your spouse an Keep a copy for Identity Protection P o rt here your records sent) Phone no Imalades Prewer's name Preparer's signature Check Paid Pury Dwig Preparer - Firm's name Self-employed Use Only Firm's address Firm's EIN Go to www.insgow.Form1040 for instructions and the latest information Form 1040 2016 PIN SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040 or 1040-SR) Go to www.irs.gov/ScheduleA for instructions and the latest information. (Rev. January 2020) Attach to Form 1040 or 1040-SR. 2019 Department of the Treasury Attachment Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07 Name(s) shown on Form 1040 or 1040-SR Your social security number Medical and Dental Expenses Taxes You Paid Caution: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) ....... 2 Enter amount from Form 1040 or 1040-SR, line 8b 2 3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . 1 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter-O-... 5 State and local taxes. a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box . . . . . . . . . . . . . . . . . U b State and local real estate taxes (see instructions) . . . . . . . c State and local personal property taxes . . . . . . . . . . d Add lines 5a through 5c. . . . . . . . . . . . . . . e Enter the smaller of line 5d or $10,000 $5,000 if married filing separately) . . . . . . . . . . . . . . . . be 6 Other taxes. List type and amount . . . . . . 7 Interest You Paid Caution: Your mortgage interest deduction may be limited (see instructions). 7 Add lines 5e and 6 . . . 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box ...........O a Home mortgage interest and points reported to you on Form 1098. See instructions if limited . . . . . . . . . . . . . . b Home mortgage interest not reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address . . . . . . . . . . . . . . . . . . . 10 c Points not reported to you on Form 1098. See instructions for special rules . . . . . . . . . . . . . . . . . d Mortgage insurance premiums (see instructions) . . . . . . e Add lines 8a through 8d.... 9 Investment interest. Attach Form 4952 if required. See instructions 10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see Charity instructions. . . . . . . . . . . . . . . . 11 Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more, made a gift and got a benefit for it, see instructions. You must attach Form 8283 if over $500... 12 see instructions. 13 Carryover from prior year . . . . . 13 14 Add lines 11 through 13. ... Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions. . . . . . . . . . . . . . . . . . . . . . . . Other 16 Other from list in instructions. List type and amount Itemized Deductions Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Itemized Form 1040 or 1040-SR, line 9 ... Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, 15 check this box . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Cat. No. 17145C Schedule A (Form 1040 or 1040-SR) 2019