Question
Correctly fill out tax form 1040 and any accompanying forms (Schedule 1, Schedule 8812, Form 8867) needed for this tax year 2021. Tax Client #2
Correctly fill out tax form 1040 and any accompanying forms (Schedule 1, Schedule 8812, Form 8867) needed for this tax year 2021. Tax Client #2 Alexander Lawson Descriptors Data Comments Client ID 1113 Primary Taxpayers Legal Name Alexander Lawson Primary Taxpayers Preferred Pronoun He SSN ***-**-1113 Age 61 Occupation Teacher Citizen/U.S. Resident Status U.S. Citizen Primary Residence 1667 Crossroads Ct, Laughlin, NV 89029 Owned; mortgage Secondary Residence N/A Business Owner N/A Property Ownership 1667 Crossroads Ct, Laughlin, NV 89029 Languages English / Spanish Marital Status Married Spouses Legal Name Susan Lawson Spouses Preferred Pronoun She Spouses SSN ***-**-1114 Spouses Age 59 Spouses Occupation Teacher Dependent(s) (# - Relationship) (Name/Age/SSN) 1 Susans Mother Ana Alvarez (Age 83) (***-**-1115) Income Streams W2 Alexander and Susan Lawson are married and have no children. Susans mother, Ana Alvarez, had been living in their care for over three years since she was no longer able to care for herself on her own. Ana is a U.S. permanent resident and earns no income in the United States or abroad. Both Alexander and Susan are teachers at the local elementary school. Alexander teaches 4th grade and Susan teaches 1st grade. They are active participants in the school's after-care program and summer camp. Client 2 Details They provide Form 1098 reporting $6,805 in mortgage interest and $2,199 in mortgage insurance premiums for their primary residence. They report paying $3,355 in real estate taxes for the year on their primary residence. They paid $600 toward co-pays for Anas visits to the doctor. Alexander provided receipts of $1,010 for books, supplies, and supplementary materials for his classroom. Susan provided receipts of $495 for books, supplies, and supplementary materials for her classroom. General sales tax paid was $964. Client 2 W2 Alexanders W2 contained information in the following boxes: Wages (box 1) $39,405 Federal W/H (box 2) $5,516 Social Security Wages (box 3) $39,405 Social Security W/H (box 4) $2,443 Medicare Wages (box 5) $39,405 Medicare W/H (box 6) $571 Susans W2 contained information in the following boxes: Wages (box 1) $52,005 Federal W/H (box 2) $7,200 Social Security Wages (box 3) $52,005 Social Security W/H (box 4) $3,224 Medicare Wages (box 5) $52,005
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