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 Schedule 3.
SCHEDULE 3 (Form 1040) Department of the Treasury Internal Revenue Service | Additional Credits and Payments Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form1040 for instructions and the latest information. | OMB No. 1545-0074 | 2020 Attachment Sequence No. 03 | Name(s) shown on Form 1040, 1040-SR, or 1040-NR Steve Jackson | Your social security number 465-88-9415 | Part I | Nonrefundable Credits | 1 | Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 1 | | 2 | Credit for child and dependent care expenses. Attach Form 2441 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 2 | fill in the blank _______________ | 3 | Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 3 | | 4 | Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 4 | | 5 | Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 5 | | 6 | Other credits from Form: a 3800 b 8801 c | 6 | | 7 | Add lines 1 through 6. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 20 . . . . . . . . . . . . . . . . . . . | 7 | fill in the blank _______________ | Part II | Other Payments and Refundable Credits | 8 | Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 8 | | 9 | Amount paid with request for extension to file (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 9 | | 10 | Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 10 | | 11 | Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 11 | | 12 | Other payments or refundable credits: | | | a | Form 2439 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 12a | | | | b | Qualified sick and family leave credits from Schedule(s) H and Form(s) 7202 . . . . . | 12b | | c | Health coverage tax credit from Form 8885 . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 12c | | d | Other | 12d | | e | Deferral for certain Schedule H or SE filers (see instructions) . . . . . . . . . . . . . . . . | 12e | | f | Add lines 12a through 12e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | 12f | | 13 | Add lines 8 through 12f. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 . . . . . . . . . . . . . . . . . | 13 | | For Paperwork Reduction Act Notice, see your tax return instructions. | Cat. No. 71480G | Schedule 3 (Form 1040) 2020 | |