Complete the federal income tax forms for a married couple (information provided in Appendix A). It is up to the student which forms are used from the following list (blank copies of all forms are available in your classroom in Week 5 under Final Paper).

Form 1040

Form 1040A

Schedule 1

Schedule 2

Schedule A

Schedule B

Schedule D

Kenneth Jones

SSN: 0XX-01-1XXX

Date of Birth (DOB): 05/27/1977

Gross Pay: $64,628

401(k) contributions: $5,250

Healthcare costs (payroll deductions): $2,438

Reported wages: $56,940

Social Security Wages: $62,190

Medicare Wages: $62,190

State Wages: $56,940

Taxes withheld:

Federal: $5,640

Social Security: $3,855.78

Medicare: $901.76

State: $723.56

SDI (mandatory disability insurance): $581.65

Employer: PointMark, INC

Address: 1111 One Park Place

City: One City

State: California

Zip code: 11111

Employers FED ID number: 33-01XXX11

Naomi Jones

SSN: 001-02-XXXX

DOB: 08/11/1980

Gross Pay: $58,192

401(k) contributions: $5,000

Healthcare costs (payroll deductions): $2,164

Reported wages: $51,028

Social Security Wages: $56,028

Medicare Wages: $56,028

State Wages: $51,028

Taxes withheld:

Federal: $4,704

Social Security: $3,473.74

Medicare: $812.41

State: $704.82

SDI (mandatory disability insurance): $523.73

Employer: CompanyOne

Address: 1111 Place Road

City: One City

State: California

Zip code: 11112

Employers FED ID number: 33-01XXX22

Dependent: Home address:

Derek Jones 123 Rolling Road

SSN: 001-XX-XX00 One City, CA 11111

DOB: 12/29/2013

Child Care Costs: $11,200

Child Care Provider: Kidland Daycare Center

Address: 121 Place Road

City: One City

State: California

Zip code: 11111

Identifying number: 33-XXXX011

Life Change Events

Home Sale:

Primary residence sale price $615,000

Cost basis (incurred three years prior) $400,000

Property Tax paid: $4,700

Mortgage Interest paid: $16,300

What forms do I need to use?