Comprehensive Problem 7 2A Steve Jackson (birthdate December 13, 1967) is a single taxpayer living at 3215 Pacific Dr , Apt B, Pacific Beach, CA 92109 His Social Security number is 465 88 9415 In 2020, Steve's earnings and income tax withholding as laundry attendant of a local hotel are Earnings from the Ocean View Hotel $22,250 Federal income tax withheld 219 State income tax withheld 100 Steve has a daughter, Janet, from a previous marriage Janet is 11 years old (Social Security number 654 12 6543) Steve provides all Janet's support Also living with Steve is his younger brother, Reggie (Social Security number 667 21 8998) Reggie, age 47, is unable to care for himself due to a disability On a reasonably regular basis, Steve has a care giver come to the house to help with Reggie He uses a company called HomeAid, 456 La Jolla Dr , San Diego, CA 92182 (EIN 17 9876543) Steve made payments of $1,000 to HomeAid in 2020 Janet receives free after school care provided by the local school district Steve made a modest cash donation to local charity in the amount of $50 Steve received a $1,700 EIP in 2020 Complete the Jackson's Form 2441, page 1 Form 2441 Department of the Treasury Internal Revenue Service (99) Child and Dependent Care Expenses Attach to Form 1040, 1040 SR, or 1040 NR Go to www irs gov Form2441 for instructions and the latest information OMB No 1545 0074 2020 Attachment Sequence No 21 Name(s) shown on return Steve Jackson Your social security number 465 88 9415 You cannot claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the requirements listed in the instructions under Married Persons Filing Separately If you meet these requirements, check this box Part I Persons or Organizations Who Provided the Care You must complete this part (If you have more than two care providers, see the instructions ) 1 (a) Care provider's name (b) Address (number, street, apt no , city, state, and ZIP code) (c) Identifying number (SSN or EIN) (d) Amount paid (see instructions) HomeAid 456 La Jolla Dr 17 9876543 fill in the blank San Diego, CA 92182 Did you receive dependent care benefits No Complete only Part II below Yes Complete Part III on the back next Caution If the care was provided in your home, you may owe employment taxes For details, see the instructions for Schedule 2 (Form 1040), line 7a Part II Credit for Child and Dependent Care Expenses 2 Information about your qualifying person(s) If you have more than two qualifying persons, see the instructions (a) Qualifying person's name (b) Qualifying person's social security number (c) Qualified expenses you incurred and paid in 2020 for the person listed in column (a) First Last Reggie Jackson 667 21 8998 fill in the blank 3 Add the amounts in column (c) of line 2 Don't enter more than $3,000 for one qualifying person or $6,000 for two or more persons If you completed Part III, enter the amount from line 31 3 fill in the blank 4 Enter your earned income See instructions 4 fill in the blank 5 If married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was disabled, see the instructions) all others , enter the amount from line 4 5 fill in the blank 6 Enter the smallest of line 3, 4, or 5 6 fill in the blank 7 Enter the amount from Form 1040, 1040 SR, or 1040 NR, line 11 7 fill in the blank 8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7 If line 7 is If line 7 is Over But not over Decimal amount is Over But not over Decimal amount is $015,000 35 $29,00031,000 27 15,00017,000 34 31,00033,000 26 17,00019,000 33 33,00035,000 25 19,00021,000 32 35,00037,000 24 21,00023,000 31 37,00039,000 23 23,00025,000 30 39,00041,000 22 25,00027,000 29 41,00043,000 21 27,00029,000 28 43,000No limit 20 8 fill in the blank 9 Multiply line 6 by the decimal amount on line 8 If you paid 2019 expenses in 2020, see the instructions 9 fill in the blank 10 Tax liability limit Enter the amount from the Credit Limit Worksheet in the instructions 10 fill in the blank 11 Credit for child and dependent care expenses Enter the smaller of line 9 or line 10 here and on Schedule 3 (Form 1040), line 2 11 fill in the blank For Paperwork Reduction Act Notice, see your tax return instructions Cat No 11862M Form 2441 (2020)

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Comprehensive Problem 7-2A Steve Jackson (birthdate December 13, 1967) is a single taxpayer living at 3215 Pacific Dr., Apt. B, Pacific Beach, CA 92109. His

Comprehensive Problem 7-2A

Steve Jackson (birthdate December 13, 1967) is a single taxpayer living at 3215 Pacific Dr., Apt. B, Pacific Beach, CA 92109. His Social Security number is 465-88-9415. In 2020, Steve's earnings and income tax withholding as laundry attendant of a local hotel are:

Earnings from the Ocean View Hotel	$22,250
Federal income tax withheld	219
State income tax withheld	100

Steve has a daughter, Janet, from a previous marriage. Janet is 11 years old (Social Security number 654-12-6543). Steve provides all Janet's support. Also living with Steve is his younger brother, Reggie (Social Security number 667-21-8998). Reggie, age 47, is unable to care for himself due to a disability. On a reasonably regular basis, Steve has a care giver come to the house to help with Reggie. He uses a company called HomeAid, 456 La Jolla Dr., San Diego, CA 92182 (EIN 17-9876543). Steve made payments of $1,000 to HomeAid in 2020. Janet receives free after-school care provided by the local school district.

Steve made a modest cash donation to local charity in the amount of $50. Steve received a $1,700 EIP in 2020.

Complete the Jackson's Form 2441, page 1.

Form 2441

Department of the Treasury Internal Revenue Service (99)

Child and Dependent Care Expenses

Attach to Form 1040, 1040-SR, or 1040-NR.

Go to www.irs.gov/Form2441 for instructions and the latest information.

OMB No. 1545-0074

2020

Attachment Sequence No. 21

Name(s) shown on return Steve Jackson	Your social security number 465-88-9415
You cannot claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the requirements listed in the instructions under "Married Persons Filing Separately." If you meet these requirements, check this box.

Part I	Persons or Organizations Who Provided the CareYou must complete this part.
	(If you have more than two care providers, see the instructions.)

1	(a) Care provider's name	(b) Address (number, street, apt. no., city, state, and ZIP code)	(c) Identifying number (SSN or EIN)	(d) Amount paid (see instructions)
HomeAid		456 La Jolla Dr.	17-9876543	fill in the blank _________
		San Diego, CA 92182


	Did you receive dependent care benefits?	No	Complete only Part II below.
		Yes	Complete Part III on the back next.
Caution: If the care was provided in your home, you may owe employment taxes. For details, see the instructions for Schedule 2 (Form 1040), line 7a.

Part II

Credit for Child and Dependent Care Expenses

2	Information about your qualifying person(s). If you have more than two qualifying persons, see the instructions.

(a) Qualifying person's name		(b) Qualifying person's social security number	(c) Qualified expenses you incurred and paid in 2020 for the person listed in column (a)
First	Last	(b) Qualifying person's social security number
Reggie	Jackson	667-21-8998	fill in the blank ____________

Add the amounts in column (c) of line 2. Don't enter more than $3,000 for one qualifying person or $6,000 for two or more persons. If you completed Part III, enter the amount from line 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

fill in the blank _______

Enter your earned income. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

fill in the blank _______

If married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was disabled, see the instructions); all others, enter the amount from line 4

fill in the blank _______

Enter the smallest of line 3, 4, or 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

fill in the blank _______

Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 11 . . . . . . . . . . . . . . . . . . . . . . .

fill in the blank __________

Enter on line 8 the decimal amount shown below that applies to the amount on line 7

If line 7 is:			If line 7 is:
Over	But not over	Decimal amount is	Over	But not over	Decimal amount is
$015,000		.35	$29,00031,000		.27
15,00017,000		.34	31,00033,000		.26
17,00019,000		.33	33,00035,000		.25
19,00021,000		.32	35,00037,000		.24
21,00023,000		.31	37,00039,000		.23
23,00025,000		.30	39,00041,000		.22
25,00027,000		.29	41,00043,000		.21
27,00029,000		.28	43,000No limit		.20

fill in the blank ________

Multiply line 6 by the decimal amount on line 8. If you paid 2019 expenses in 2020, see the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

fill in the blank _______

Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions . . . . . . . . . . . .

fill in the blank __________

Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10 here and on Schedule 3 (Form 1040), line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

fill in the blank _______

For Paperwork Reduction Act Notice, see your tax return instructions.

Cat. No. 11862M

Form 2441 (2020)