Complete the tax return on 2019 Form 540 and Schedule CA (540) Charlie and Camilla Garry live at 456 Main Street, Roseville, CA 95661. They have two children, Bobby and Bart, ages 7 and 20. Bart is taking a break from the University of San Diego this year. He lives with Charlie and Camilla and works part-time at Wells Fargo Bank, earning W-2 wages of $12,780 in 2019. Garry's federal adjusted gross income was $94,578 which included $95,598 in wages, $160 interest from Bank of America, $1,820 California income tax refund received in 2019, and ($3,000) long term capital loss. Not included in that amount was $3,600 interest on City of San Diego bonds, and $980 interest on Michigan State bonds. Previously, in 2018, the Garry family used itemized deductions and got full advantage from State Income Tax paid. Federal itemized deductions were $28,490 and after limitations include: Home mortgage interest $13,200 (principal amount $350,000) Home equity loan interest $1,040, principle amount $75,000 (proceeds used to remodel their kitchen in 2017) Real estate tax $5,400 . . Personal property tax on value of autos $670 California income tax $8,100 (withholding on 2019 W-2 Forms) State disability insurance (SDI) $956 Cash donations (verifiable) $4,250 See the copy of the Federal Form 1040 and Schedule A provided in Canvas. The Garry family elect to contribute $200 to the School Supplies for Homeless Children Fund (code 422). The Social Security numbers are: Charlie 111-22-2020 birth date 1/1/1976; Camilla 222-33-2020 birth date 2/1/1976; Bobby 333-44-5555 birth date 3/1/2012; and Bart 555-66-7777 birth date 4/1/1999. SCHEDULE 1 (Form 1040 or 1040-SR) Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 or 1040-SR Arnold Morris At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?. Part I Additional Income 1 Taxable refunds, credits, or offsets of state and local income taxes 2a Alimony received b Date of original divorce or separation agreement (see instructions) Business income or (loss). Attach Schedule C Other gains or (losses). Attach Form 4797 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. Farm income or (loss). Attach Schedule F 3 4 5 6 7 8 Additional Income and Adjustments to Income Attach to Form 1040 or 1040-SR. Go to www.irs.gov/Form 1040 for instructions and the latest information. 9 Part II 12 13 14 15 16 17 18a b Unemployment compensation Other income. List type and amount 19 20 21 22 Gambling Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a Adjustments to Income 10 Educator expenses 11 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 Health savings account deduction. Attach Form 8889 Moving expenses for members of the Armed Forces. Attach Form 3903 Deductible part of self-employment tax. Attach Schedule SE Self-employed SEP, SIMPLE, and qualified plans Self-employed health insurance deduction Penalty on early withdrawal of savings Alimony paid Recipient's SSN Date of original divorce or separation agreement (see instructions) IRA deduction OMB No. 1545-0074 2019 Attachment. Sequence No. 01 Your social security number 003-04-2020 Student loan interest deduction Tuition and fees. Attach Form 8917 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040 or 1040-SR, line 8a For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F 1 2a 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18a 19 20 21 Yes No 320 400 720 5,000 22 5,000 Schedule 1 (Form 1040 or 1040-SR) 2019 $1040 Department of the Treasury Internal vertie Service Filing Status Check only one box. Your first name and middle initial Arnold joint return, spouse's first name and middle ital (99) U.S. Individual Income Tax Return Annie Morris Home address number and street), if you have a P.O. box, see instructions OMB No. 1545-0074 FS Lise Only-De not wete ar aapispa Single Married ligt Married sing seperately (MFS) Head of household PHOH) Qualifying widower) (QM) 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 & old but not your dependent. Placerville, CA 95667 Foreign country name 123 North Sherman Street Chy, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instruction) Standard Someone can claim: You as a dependent Deduction Barbara Morris Maggie Morris Mel morris Age/Bindness You Were bom before January 2, 1956 Dependents (see instructions) (1) Fatname Standard Deduction for Single or Married Sing party $12,200 Marred fing lyg ww 524,400 Head of household $18,300 you checked any be unde de Den e instruction Last name Morris Last name 1 2019 b Laste Foreign province/state/county Spouse Hemdes on a separate retum or you were a cual-status alian Spouse Your spouse as a dependent Wages, salaries, tips, mo. Attach Formix) W-2 23 Tax-exempt inter 2a 3a Qualified dividends IRA distributions. 4a C Pensions and annuities 40 Sa Social security benefits Sa 6 Capital gain or Joss). Attsch Schedule D if required, if not required, check here Other income from Schedule 1, 9 7 Add lines 1, 2b, 3b, 4b, 4d, tib, 6, and 7a. This is your total income Adjustments to income from Schedule 1, line 22 8a 9 b Subtract Ine Ba from ne 7b. This is your adjusted gross income Standard deduction or itemized deductions (trom Schedule A) Qualified iness income deduction, Attach Form 8995 or Form 3885-A Add lines 9 and 10. 10 11a b Taxable income, Subtract ine 11a fram fine ab, zero or less, enter Q For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, ann anparate instructions. Are blind (2) Sady Was ba (3) Relation 33344555.5 Daughter 4 4 4 5 5 6 6 6 6 Parent 555667777 Parent 625 Apt. no. Foreign postal code before January 2, 1856 to you 8 10 Your social security number 0 0 3 0 4 2 0 20 Spouse's social security number 11 12 2 3 3 3 3 Presidential Election Campaign Check hand you, or your spe jointly, want $3 to go to th Deckenga bax below with your ar or refund You Spouse W Cat, Nu It more than four dependents, see instructions and here (4) Chcet 1 b Taxable interest Attach Sch. Bi ured 2h 3b 4b 4d 5h b Ordinary dividends. Atash Sch it required b Taxatie amount d Taxis amount b Taxable amount 0 blind far (se intrushone: 24,970 6 7a 7b 8 Drect for other cependenta 11a 11b M 109,485 165 2,090 720 112,460 5.000 107,460 24,970 82,490 Form 1040 Form 10-10 2019 you have yng child stach Sch you have comp.m Instructions Refund Det Se tutors. Amount You Owe Third Party Designee d Sign Here Joint? instructions Kapcopy for your records 128 b 13a Paid Preparer Use Only b 14 15 16 17 18 C d 0 a Eamed Income credit EC). b Additional child tax credt. Attach Schedule BB12 19 20 21a h d 22 25 24 Tax (ast) Check it any trom Formi: Add Schedule 2, Une 3, and Ine 12a and enter the total Child tax credit or credit for other dependents 8814 24872 3 D Add Schedule 3, line 7, and Ina 13a and enter the total Subbract line 13b from ine 12b. zero or less enter O Other taxes, including self-empleyment sax, from Schedule 2, dne 10 Add Ines 14 and 15. This is your total tax Federal income tax withheld from Forms W-2 and 1099 Other payments and refundable credits Account number Amount of line 20 you want applied to your 2020 estimated tex American opportunity ored it from Form 8863, nef Schedule 3, Ine 14 Add Enes 16a through 18d, These are your total other payments and refundable credits Add lines 17 and 18. These are your total payments Hine 10 is more than in 16, subtract in 16 from line 19. This is the amount you overpaid Amount of Ine 20 you want refunded to you. If Form 8888 is attached, check here Routing number Tym Chacking Spouse's signature. If a joint retum, both must sign Phone no Preparer's nam Amount you owe Bubtract ne 19 from line 16. For detals on how to pay, see instructions Estimated tax penaty (see instructions 24 Do you want to allow another person (other than your paid preparar) to discuss this retum with the IRS7 See instructions 128 Phone no. Firm's name Fimis address Go to www.is.gov/Form 1040 for instructions and the latest information. 133 Date: Prepare's signatur 18a 186 18c Emal address 22 Spouse's cocupation Savings Date Designer's name Unde perate of peary, I deciers that I have earned this retum and accompanying scheun and statements, and by the best of my knowledge and take they are comect, and comes Declaration of per her than topaased on a remetion of which has any knowledge Your signature Date Your occupation Phone nu 3=*=*= 126 136 the 18 PIN 20 21a Personal identification number (PN) 23 Page 2 Yes. Compens below No the IRS ant you an identity Protection P, enter it here inst) If the RS sant your spouse an identity Protection PIN, enter it hers en inst Fam's EIN Check It 3rd Party Designo Form 1040 mm SCHEDULE A (Form 1040 or 1040-SR) Am Jamaary 2000 Department of the Treasury Internal Revenue Service Name() shown on Form Arnold Morris Medical and Dental Expenses Taxes You Paid Interest You Paid Caution: Your mortgage interest deduction may be med instruction Gifts to Charity Caution you made a get and go for it, instructions Other Itemized Deductions Itemized Deductions. Go to www.irs.gov/Scheduled for instructions and the latest information. Attach to Form 1040 or 1040-SR. Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. 1040 or 1040-SA Caution: Do not include expenses reimbursed or paid by others. Medical and dental expenses (see instructions) 1 2 Enter amount from Form 1040 or 1040-SR, line 8o 2 107.460 3 Multiply line 2 by 7.5% (0.075) 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter-0-1 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 b State and local real estate taxes (see instructions) o 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 fing separately) 6 Other taxes. List type and amount 7 Add lines Se 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 T 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. a Points not reported to you on Form 1098. See instructions for special rules 14 13 Carryover from prior year Add lines 11 through 13: Casualty and 15 Theft Losses d Mortgage insurance premiums (see instructions). e Add lines Ba through ad 9 Investment interest. Attach Form 4952 if required. See instructions. 10 Add lines 8e and 9 11 Gifts by cash or check. If you made any gift of $250 or more, see instructions. 12 Other than by cash or check. If you made any gift of $250 or more, see instructions. You must attach Form 8283 # over $500. 1 3 Sa 5b 5 5d 5e 6 8a 8b 8c 8d 80 9 11 OMB No. 1545-0074 2019 Attachment Sequence No. 07 Your social security number 003-04-2020 12 13 8,060 7,295 3,890 490 11,675 10.000 12,350 12,350 2,A20 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See Instructions 16 Other-from list in instructions. List type and amount 7 10 14 15 16 Total 17 Add the amounts in the far right column for Ines 4 through 16. Also, enter this amount on Form 1040 or 1040-SR, line 9 Itemized Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, check this box 17 For Paperwork Reduction Act Notice, see the instructions for Forms 1040 and 1040-SR. 10.000 12,350 2420 24.970 Cat No. 171450 Schedule A Farm 1040 or 1040-SR) 201