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Brenda Peterson is single and lives at 567 East Street, Marshfield, MA 02043. Her SSN IS 412-34-5670. She worked the entire year for Applebee Consulting
Brenda Peterson is single and lives at 567 East Street, Marshfield, MA 02043. Her SSN IS 412-34-5670. She worked the entire year for Applebee Consulting in Marshfield. Her Form W-2 contained Information in the following boxes: Wages (box 1) - $67,155.75 Federal W/H (box 2) = $ 8,366.12 Social security wages (box 3) = $67,155.75 Social security W/H (box 4) = $ 4,163.66 Medicare wages (box 5) = $67,155.75 Medicare W/H (box 6) = $ 973.76 She also received two Forms 1099-INT. One was from First National Bank of Marshfield and showed Interest Income of $537.39 in box 1. The other Form 1099-INT was from Baystate Savings and Loan and showed Interest Income of $281.70 in box 1. Brenda had qualifying health care coverage at all times during the tax year. Required: Prepare a Form 1040 for Brenda. (Input all the values as positive numbers. Round your final answers to the nearest whole dollar amount.) Department of the TreasuryInternal Revenue Form 1040 Service (99) 2019 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. U.S. Individual Income Tax Return Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box a child but not your dependent Your social security number Your first name and middle initial Last name (Enter as XXX-XX-XXXX) Brenda Peterson 412-34-5870 Your social security number If joint return, spouse's first name and middle initial Last name (Enter as xxx-xx-xxxx) Home address (number and street). If you have a PO box, see instructions. Apt. no. Presidential Election Campaign 567 East Street Check here if you, or your spouse if filing jointly, want 53 to go to this fund. Checking a box below will not change City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions) your tax or refund Marshfield, MA 02043 You Spouse Foreign country name Foreign province/state county Foreign postal code If more than four dependents, see instructions and here Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): (1) First name Last name (Enter as xx-xx-xxx) Child tax credit Credit for other dependents 1 Wages, salaries, tips, etc. Attach Formis) W-2 1 67.156 2a Tax-exempt interest 2a 2b 3a Qualified dividends 3a b Taxable interest. Attach Sch. Bif 819 required b Ordinary dividends. Attach Sch. Bif required b Taxable amount 3b 4a IRA distributions 4a 4b c Pensions and annuities 4c 4d d Taxable amount b Taxable amount Sb 5a Social security benefits Sa 6 Capital gain or loss). Attach Schedule Difrequired. If not required, check here 6 7a Other income from Schedule 1, line 9 7a Standard Deduction for- Single or Married filing separately, $12.200 - Married filing jointly or Qualifying widower). $24.400 Head of household $18,350 If you checked any box under Standard Deduction, see instructions 7b 67,156 8a b Add lines 1.2b, 36, 46, 4d, 5b, 8. and 7a. This is your total income 8a Adjustments to income from Schedule 1, line 22 b Subtract line 8a from line 7b. This is your adjusted gross income 9 Standard deduction or itemized deductions from Schedule A) 8b 67,156 9 12,200 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 11a Add lines 9 and 10 11a 12,200 b Taxable income. Subtract line 11a from line 8b 11b 54.956 Page 2 of Form 1040. Some information does not carry over from Page 1. Form 1040 (2019) Page 2 12a 8,129 12b 8,129 13b 14 8,129 15 16 8,129 17 . If you have a qualifying child attach Sch. EIC If you have nontaxable combat pay, see instructions Brenda Peterson 412-34-5670 12a Tax (see inst. Check if any from Form(s): (1) 8814 (2) 4072 (3) b Add Schedule 2, line 3, and line 12a and enter the total 13a Child tax credit or credit for other dependents 13a b Add Schedule 3, line 7, and line 13a and enter the total 14 Subtract line 136 from line 12b. If zero or less, enter -- 15 Other taxes, including self-employment tax, from Schedule 2. line 10 16 Add lines 14 and 15. This is your total tax 17 Federal income tax withheld from Forms W-2 and 1099 18 Other payments and refundable credits: a Earned income credit (EIC) 18a b Additional child tax credit. Attach Schedule 8812 18b c American opportunity credit from Form 8863, line 8 180 d Schedule 3, line 14 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 19 Add lines 17 and 13e. These are your total payments 20 If line 19 is more than line 16, subtract line 18 from line 19. This is the amount you overpaid 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here Routing number c Type: Checking Savings d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 24 Estimated tax penalty (see instructions) 24 Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions. 18e 0 19 0 20 Refund 21a Direct deposit? See instructions 23 10249.56 Yes. Complete below. No Amount You Owe Third Party Designee (Other than paid preparer) Sign Here Joint return? See instructions Keep a copy for your records. Personal identification Designee's Phone name E . number (PIN) Under penalties of perjury. I declare that I have examined this retum and accompanying schedules and statements, and to the best of my knowledge and belief. they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. If the IRS sent you an identity Your signature Date Your occupation Protection PIN, enter it here (see inst.) If the IRS sent your spouse an Date Spouse's signature. If a joint return, both must sign. Spouse's occupation Identity Protection PIN, enter it here (see inst.) Phone no . Email address Preparer's signature Date PTIN Preparer's name Check if: 3rd Party Designee Firm's name Phone no. Self-employed Paid Preparer Use Only Brenda Peterson is single and lives at 567 East Street, Marshfield, MA 02043. Her SSN IS 412-34-5670. She worked the entire year for Applebee Consulting in Marshfield. Her Form W-2 contained Information in the following boxes: Wages (box 1) - $67,155.75 Federal W/H (box 2) = $ 8,366.12 Social security wages (box 3) = $67,155.75 Social security W/H (box 4) = $ 4,163.66 Medicare wages (box 5) = $67,155.75 Medicare W/H (box 6) = $ 973.76 She also received two Forms 1099-INT. One was from First National Bank of Marshfield and showed Interest Income of $537.39 in box 1. The other Form 1099-INT was from Baystate Savings and Loan and showed Interest Income of $281.70 in box 1. Brenda had qualifying health care coverage at all times during the tax year. Required: Prepare a Form 1040 for Brenda. (Input all the values as positive numbers. Round your final answers to the nearest whole dollar amount.) Department of the TreasuryInternal Revenue Form 1040 Service (99) 2019 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. U.S. Individual Income Tax Return Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box a child but not your dependent Your social security number Your first name and middle initial Last name (Enter as XXX-XX-XXXX) Brenda Peterson 412-34-5870 Your social security number If joint return, spouse's first name and middle initial Last name (Enter as xxx-xx-xxxx) Home address (number and street). If you have a PO box, see instructions. Apt. no. Presidential Election Campaign 567 East Street Check here if you, or your spouse if filing jointly, want 53 to go to this fund. Checking a box below will not change City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions) your tax or refund Marshfield, MA 02043 You Spouse Foreign country name Foreign province/state county Foreign postal code If more than four dependents, see instructions and here Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): (1) First name Last name (Enter as xx-xx-xxx) Child tax credit Credit for other dependents 1 Wages, salaries, tips, etc. Attach Formis) W-2 1 67.156 2a Tax-exempt interest 2a 2b 3a Qualified dividends 3a b Taxable interest. Attach Sch. Bif 819 required b Ordinary dividends. Attach Sch. Bif required b Taxable amount 3b 4a IRA distributions 4a 4b c Pensions and annuities 4c 4d d Taxable amount b Taxable amount Sb 5a Social security benefits Sa 6 Capital gain or loss). Attach Schedule Difrequired. If not required, check here 6 7a Other income from Schedule 1, line 9 7a Standard Deduction for- Single or Married filing separately, $12.200 - Married filing jointly or Qualifying widower). $24.400 Head of household $18,350 If you checked any box under Standard Deduction, see instructions 7b 67,156 8a b Add lines 1.2b, 36, 46, 4d, 5b, 8. and 7a. This is your total income 8a Adjustments to income from Schedule 1, line 22 b Subtract line 8a from line 7b. This is your adjusted gross income 9 Standard deduction or itemized deductions from Schedule A) 8b 67,156 9 12,200 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 11a Add lines 9 and 10 11a 12,200 b Taxable income. Subtract line 11a from line 8b 11b 54.956 Page 2 of Form 1040. Some information does not carry over from Page 1. Form 1040 (2019) Page 2 12a 8,129 12b 8,129 13b 14 8,129 15 16 8,129 17 . If you have a qualifying child attach Sch. EIC If you have nontaxable combat pay, see instructions Brenda Peterson 412-34-5670 12a Tax (see inst. Check if any from Form(s): (1) 8814 (2) 4072 (3) b Add Schedule 2, line 3, and line 12a and enter the total 13a Child tax credit or credit for other dependents 13a b Add Schedule 3, line 7, and line 13a and enter the total 14 Subtract line 136 from line 12b. If zero or less, enter -- 15 Other taxes, including self-employment tax, from Schedule 2. line 10 16 Add lines 14 and 15. This is your total tax 17 Federal income tax withheld from Forms W-2 and 1099 18 Other payments and refundable credits: a Earned income credit (EIC) 18a b Additional child tax credit. Attach Schedule 8812 18b c American opportunity credit from Form 8863, line 8 180 d Schedule 3, line 14 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 19 Add lines 17 and 13e. These are your total payments 20 If line 19 is more than line 16, subtract line 18 from line 19. This is the amount you overpaid 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here Routing number c Type: Checking Savings d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 24 Estimated tax penalty (see instructions) 24 Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions. 18e 0 19 0 20 Refund 21a Direct deposit? See instructions 23 10249.56 Yes. Complete below. No Amount You Owe Third Party Designee (Other than paid preparer) Sign Here Joint return? See instructions Keep a copy for your records. Personal identification Designee's Phone name E . number (PIN) Under penalties of perjury. I declare that I have examined this retum and accompanying schedules and statements, and to the best of my knowledge and belief. they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. If the IRS sent you an identity Your signature Date Your occupation Protection PIN, enter it here (see inst.) If the IRS sent your spouse an Date Spouse's signature. If a joint return, both must sign. Spouse's occupation Identity Protection PIN, enter it here (see inst.) Phone no . Email address Preparer's signature Date PTIN Preparer's name Check if: 3rd Party Designee Firm's name Phone no. Self-employed Paid Preparer Use Only
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