Complete Form 1040, Schedule 1, Schedule A, and Schedule B
Tax Return Scenario Please complete the 2019 federal income tax return for Jude and Scarlett Miller. Ignore the requirement to attach the form(s) W-2 to the front page of the Form 1040. if required information is missing use reasonable assumptions to fill in the gaps. Jude (age 42) and Scarlett (age 42) Miller are married and live in Lexington, South Carolina. The Millers have two children: Ford, age 14 and Caroline, age 11. The Millers would like to file a joint tax return for the year The following information relates to the Millers tax year: Jude's Social Security number is 987-45-1235 Scarlett's Social Security number is 494-37-4893 Ford's Social Security number is 412-32-5690 Caroline's Social Security number is 412-32-6940 The Millers' mailing address is 95 Hickory Road, Lexington, South Carolina 29502 Ford and Caroline are tax dependents for federal tax purposes Jude Miller's Forms W-2 provided the following wages and withholding for the year: Employer Gross Wages Federal Income Tax Withholding State Income Tax Withholding National Storage $66,200 $8,000 $3,750 Lexington Little League $4.710 0 0 Scarlett Miller's Form W-2 provided the following wages and withholding for the year: Employer Gross Wages State Income Tax Withholding Federal Income Tax Withholding $5,450 Jensen Photography $44,500 $2,225 All applicable and appropriate payroll taxes were withheld by the Millers' respective employers. All the Miller family was covered by minimum essential health insurance during each month in 2019. The insurance was provided by Jude's primary employer, National Storage The Millers also received the following during the year: Interest income from First Carolina Bank Interest income from City of Lexington, SC Bond Interest income from U.S. Treasury Bond Cont on next page.. $130 $450 $675 Interest income from SC State School Board Bond $150 Workers' compensation payments to Jude $4.350 Disability payments received by Jude due to injury $3.500 National Storage paid 100% of the premiums on the policy and included the premium payments in Jude's tacable wages Scarlett received the following payments due to a lawsuit she filed for damages sustained in a car accident: Medical Expenses for physical injuries $2,500 Emotional Distress (from having been physically injured) $12,000 Punitive Damages $10.000 Total $24,500 Previously, Scarlett purchased an annuity contract for $88,000. She received her first annuity payment on January 1, 2019. The annuity will pay Scarlett $15,000 per year for ten years (beginning with this year) The $15,000 payment was reported to Scarlett on Form 1099-R for the current year box 7 contained an entry of "7" on the form). The Millers did not own, control or manage any foreign bank accounts nor were they grantors or beneficiaries of a foreign trust during the tax year. The Millers paid or incurred the following expenses during the year: Dentist/Orthodontist (unreimbursed by insurance) $ 10,500 Doctor fees (unreimbursed by insurance) $ 2.625 Prescriptions (unreimbursed by insurance) $ 1,380 SC state tax payment made on 4/15/19 for 2018 tax return liability $ 1.350 SC state income taxes withheld during 2019 $5.975 Real property taxes on residence $ 3.800 Vehicle registration fee based upon age of vehicle $ 1.250 Mortgage interest on principal residence $ 18,560 Interest paid on borrowed money to purchase the City of Lexington, SC municipal bonds $ 400 Interest paid on borrowed money to purchase U.S. Treasury bonds $ 240 Contribution to the Red Cross $ 1,000 Contribution to Senator Lindsey Graham's Re-election Campaign $ 2.500 Contribution to First Baptist Church of South Carolina $ 6,000 Fee paid to Jones & Company, CPAs for tax preparation $ 200 In addition, Jude drove 6,750 miles commuting to work and Scarlett drove 8,230 miles commuting to work. The Milers have represented to you that they maintained careful logs to support their respective mileage The Millers drove 465 miles in total to receive medical treatment at a hospital in April. The Millers both want to contribute to the Presidential Election Campaign Fund. The Millers would like to receive a refund (if any) of any tax they may have overpaid for the year. Their preferred method of receiving the refund is by check Tax Return Scenario Please complete the 2019 federal income tax return for Jude and Scarlett Miller. Ignore the requirement to attach the form(s) W-2 to the front page of the Form 1040. If required information is missing, use reasonable assumptions to fill in the gaps. Jude (age 42) and Scarlett (age 42) Miller are married and live in Lexington, South Carolina. The Millers have two children: Ford, age 14, and Caroline, age 11. The Millers would like to file a joint tax return for the year. The following information relates to the Millers" tax year: Jude's Social Security number is 987-45-1235 Scarlett's Social Security number is 494-37-4893 Ford's Social Security number is 412-32-5690 Caroline's Social Security number is 412-32-6940 The Millers' mailing address is 95 Hickory Road, Lexington, South Carolina 29502 Ford and Caroline are tax dependents for federal tax purposes Jude Miller's Forms W-2 provided the following wages and withholding for the year: Employer Gross Wages Federal Income Tax State Income Tax Withholding Withholding National Storage $66,200 $8,000 $3,750 Lexington Little League $4,710 0 Scarlett Miller's Form W-2 provided the following wages and withholding for the year: Employer Gross Wages Federal Income Tax State Income Tax Withholding Withholding Jensen Photography $44,500 $5,450 $2,225 All applicable and appropriate payroll taxes were withheld by the Millers' respective employers. All the Miller family was covered by minimum essential health insurance during each month in 2019. The insurance was provided by Jude's primary employer, National Storage The Millers also received the following during the year: Interest income from First Carolina Bank Interest income from City of Lexington, SC Bond $450 Interest income from U.S. Treasury Bond $675 Cont on next page... $130 Interest income from SC State School Board Bond $150 Workers' compensation payments to Jude $4,350 Disability payments received by Jude due to injury $3,500 National Storage paid 100% of the premiums on the policy and included the premium payments in Jude's taxable wages Scarlett received the following payments due to a lawsuit she filed for damages sustained in a car accident: Medical Expenses for physical injuries $2,500 Emotional Distress (from having been physically injured) $12,000 Punitive Damages $10.000 Total $24,500 Previously, Scarlett purchased an annuity contract for $88,000. She received her first annuity payment on January 1, 2019. The annuity will pay Scarlett $15,000 per year for ten years (beginning with this year). The $15,000 payment was reported to Scarlett on Form 1099-R for the current year (box 7 contained an entry of "7" on the form). The Millers did not own, control or manage any foreign bank accounts nor were they grantors or beneficiaries of a foreign trust during the tax year. The Millers paid or incurred the following expenses during the year: Dentist/Orthodontist (unreimbursed by insurance) $ 10,500 Doctor fees (unreimbursed by insurance) $ 2,625 Prescriptions (unreimbursed by insurance) $ 1,380 SC state tax payment made on 4/15/19 for 2018 tax return liability $ 1,350 SC state income taxes with held during 2019 $ 5,975 Real property taxes on residence $ 3,800 Vehicle registration fee based upon age of vehicle $ 1,250 Mortgage interest on principal residence $ 18,560 Interest paid on borrowed money to purchase the City of Lexington, SC municipal bonds $ 400 Interest paid on borrowed money to purchase U.S. Treasury bonds $ 240 Contribution to the Red Cross $ 1,000 Contribution to Senator Lindsey Graham's Re-election Campaign $ 2,500 Contribution to First Baptist Church of South Carolina $ 6,000 Fee paid to Jones & Company, CPAs for tax preparation $ 200 In addition, Jude drove 6,750 miles commuting to work and Scarlett drove 8,230 miles commuting to work. The Millers have represented to you that they maintained careful logs to support their respective mileage The Millers drove 465 miles in total to receive medical treatment at a hospital in April. The Millers both want to contribute to the Presidential Election Campaign Fund. The Millers would like to receive a refund (if any) of any tax they may have overpaid for the year. Their preferred method of receiving the refund is by check. Tax Return Scenario Please complete the 2019 federal income tax return for Jude and Scarlett Miller. Ignore the requirement to attach the form(s) W-2 to the front page of the Form 1040. if required information is missing use reasonable assumptions to fill in the gaps. Jude (age 42) and Scarlett (age 42) Miller are married and live in Lexington, South Carolina. The Millers have two children: Ford, age 14 and Caroline, age 11. The Millers would like to file a joint tax return for the year The following information relates to the Millers tax year: Jude's Social Security number is 987-45-1235 Scarlett's Social Security number is 494-37-4893 Ford's Social Security number is 412-32-5690 Caroline's Social Security number is 412-32-6940 The Millers' mailing address is 95 Hickory Road, Lexington, South Carolina 29502 Ford and Caroline are tax dependents for federal tax purposes Jude Miller's Forms W-2 provided the following wages and withholding for the year: Employer Gross Wages Federal Income Tax Withholding State Income Tax Withholding National Storage $66,200 $8,000 $3,750 Lexington Little League $4.710 0 0 Scarlett Miller's Form W-2 provided the following wages and withholding for the year: Employer Gross Wages State Income Tax Withholding Federal Income Tax Withholding $5,450 Jensen Photography $44,500 $2,225 All applicable and appropriate payroll taxes were withheld by the Millers' respective employers. All the Miller family was covered by minimum essential health insurance during each month in 2019. The insurance was provided by Jude's primary employer, National Storage The Millers also received the following during the year: Interest income from First Carolina Bank Interest income from City of Lexington, SC Bond Interest income from U.S. Treasury Bond Cont on next page.. $130 $450 $675 Interest income from SC State School Board Bond $150 Workers' compensation payments to Jude $4.350 Disability payments received by Jude due to injury $3.500 National Storage paid 100% of the premiums on the policy and included the premium payments in Jude's tacable wages Scarlett received the following payments due to a lawsuit she filed for damages sustained in a car accident: Medical Expenses for physical injuries $2,500 Emotional Distress (from having been physically injured) $12,000 Punitive Damages $10.000 Total $24,500 Previously, Scarlett purchased an annuity contract for $88,000. She received her first annuity payment on January 1, 2019. The annuity will pay Scarlett $15,000 per year for ten years (beginning with this year) The $15,000 payment was reported to Scarlett on Form 1099-R for the current year box 7 contained an entry of "7" on the form). The Millers did not own, control or manage any foreign bank accounts nor were they grantors or beneficiaries of a foreign trust during the tax year. The Millers paid or incurred the following expenses during the year: Dentist/Orthodontist (unreimbursed by insurance) $ 10,500 Doctor fees (unreimbursed by insurance) $ 2.625 Prescriptions (unreimbursed by insurance) $ 1,380 SC state tax payment made on 4/15/19 for 2018 tax return liability $ 1.350 SC state income taxes withheld during 2019 $5.975 Real property taxes on residence $ 3.800 Vehicle registration fee based upon age of vehicle $ 1.250 Mortgage interest on principal residence $ 18,560 Interest paid on borrowed money to purchase the City of Lexington, SC municipal bonds $ 400 Interest paid on borrowed money to purchase U.S. Treasury bonds $ 240 Contribution to the Red Cross $ 1,000 Contribution to Senator Lindsey Graham's Re-election Campaign $ 2.500 Contribution to First Baptist Church of South Carolina $ 6,000 Fee paid to Jones & Company, CPAs for tax preparation $ 200 In addition, Jude drove 6,750 miles commuting to work and Scarlett drove 8,230 miles commuting to work. The Milers have represented to you that they maintained careful logs to support their respective mileage The Millers drove 465 miles in total to receive medical treatment at a hospital in April. The Millers both want to contribute to the Presidential Election Campaign Fund. The Millers would like to receive a refund (if any) of any tax they may have overpaid for the year. Their preferred method of receiving the refund is by check Tax Return Scenario Please complete the 2019 federal income tax return for Jude and Scarlett Miller. Ignore the requirement to attach the form(s) W-2 to the front page of the Form 1040. If required information is missing, use reasonable assumptions to fill in the gaps. Jude (age 42) and Scarlett (age 42) Miller are married and live in Lexington, South Carolina. The Millers have two children: Ford, age 14, and Caroline, age 11. The Millers would like to file a joint tax return for the year. The following information relates to the Millers" tax year: Jude's Social Security number is 987-45-1235 Scarlett's Social Security number is 494-37-4893 Ford's Social Security number is 412-32-5690 Caroline's Social Security number is 412-32-6940 The Millers' mailing address is 95 Hickory Road, Lexington, South Carolina 29502 Ford and Caroline are tax dependents for federal tax purposes Jude Miller's Forms W-2 provided the following wages and withholding for the year: Employer Gross Wages Federal Income Tax State Income Tax Withholding Withholding National Storage $66,200 $8,000 $3,750 Lexington Little League $4,710 0 Scarlett Miller's Form W-2 provided the following wages and withholding for the year: Employer Gross Wages Federal Income Tax State Income Tax Withholding Withholding Jensen Photography $44,500 $5,450 $2,225 All applicable and appropriate payroll taxes were withheld by the Millers' respective employers. All the Miller family was covered by minimum essential health insurance during each month in 2019. The insurance was provided by Jude's primary employer, National Storage The Millers also received the following during the year: Interest income from First Carolina Bank Interest income from City of Lexington, SC Bond $450 Interest income from U.S. Treasury Bond $675 Cont on next page... $130 Interest income from SC State School Board Bond $150 Workers' compensation payments to Jude $4,350 Disability payments received by Jude due to injury $3,500 National Storage paid 100% of the premiums on the policy and included the premium payments in Jude's taxable wages Scarlett received the following payments due to a lawsuit she filed for damages sustained in a car accident: Medical Expenses for physical injuries $2,500 Emotional Distress (from having been physically injured) $12,000 Punitive Damages $10.000 Total $24,500 Previously, Scarlett purchased an annuity contract for $88,000. She received her first annuity payment on January 1, 2019. The annuity will pay Scarlett $15,000 per year for ten years (beginning with this year). The $15,000 payment was reported to Scarlett on Form 1099-R for the current year (box 7 contained an entry of "7" on the form). The Millers did not own, control or manage any foreign bank accounts nor were they grantors or beneficiaries of a foreign trust during the tax year. The Millers paid or incurred the following expenses during the year: Dentist/Orthodontist (unreimbursed by insurance) $ 10,500 Doctor fees (unreimbursed by insurance) $ 2,625 Prescriptions (unreimbursed by insurance) $ 1,380 SC state tax payment made on 4/15/19 for 2018 tax return liability $ 1,350 SC state income taxes with held during 2019 $ 5,975 Real property taxes on residence $ 3,800 Vehicle registration fee based upon age of vehicle $ 1,250 Mortgage interest on principal residence $ 18,560 Interest paid on borrowed money to purchase the City of Lexington, SC municipal bonds $ 400 Interest paid on borrowed money to purchase U.S. Treasury bonds $ 240 Contribution to the Red Cross $ 1,000 Contribution to Senator Lindsey Graham's Re-election Campaign $ 2,500 Contribution to First Baptist Church of South Carolina $ 6,000 Fee paid to Jones & Company, CPAs for tax preparation $ 200 In addition, Jude drove 6,750 miles commuting to work and Scarlett drove 8,230 miles commuting to work. The Millers have represented to you that they maintained careful logs to support their respective mileage The Millers drove 465 miles in total to receive medical treatment at a hospital in April. The Millers both want to contribute to the Presidential Election Campaign Fund. The Millers would like to receive a refund (if any) of any tax they may have overpaid for the year. Their preferred method of receiving the refund is by check