FORM 1040 DATA TAX YEAR 2019 ALEX AND RITA SANTANDER ARE MARRIED. THEY ALWAYS FILE A JOINT TAX RETURN. THEY HAVE TWO DEPENDENT CHILDREN. DONATELLA IS 21 YEARS OLD AND IS A FULL-TIME STUDENT IN COLLEGE. PIETRO IS FOUR YEARS OLD. ALEX IS 45 AND RITA IS 40. ALEX IS A SALESMAN AND RITA IS A CONSULTANT. THEIR ADDRESS IS 121 COOKE STREET EAST PROVIDENCE, RI 02914. ALEX 037-40-3333 PIETRO 358-74-1111 037-41-6112 RITA 123-58-9744 DONATELLA INCOME ALEX'S SALARY: TAXABLE WAGES FEDERAL INCOME TAX WITHHELD STATE INCOME TAX WITHHELD 126,000 14,500 4,500 INTEREST INCOME FROM SANTANDER BANK. 1,200 INTEREST FROM U.S. SAVINGS BONDS. 3,500 INTEREST INCOME FROM MUNICIPAL BONDS. 4,500 DIVIDEND INCOME FROM VANGUARD FUNDS. THEY ARE QUALIFIED DIVIDENDS. 2,000 LONG-TERM CAPITAL GAIN INCOME. 5,000 PROCEEDS FROM LIFE INSURANCE DUE TO UNCLE'S DEATH. 50,000 RITA MADE FOUR QUARTERLY ESTIMATED TAX PAYMENTS OF $1,250. 3,000 FOREIGN TAXES PAID ON MUTUAL FUNDS. THE SANTANDERS ALWAYS TAKE THEM AS A TAX CREDIT. 200 RITA IS SELF-EMPLOYED AS A CONSULTANT. SHE USES THE CASH BASIS. GROSS RECEIPTS TOTAL. 22,000 DEDUCTIONS THESE ARE RITA'S BUSINESS EXPENSES FROM HER CONSULTING BUSINESS: OFFICE EXPENSE TELEPHONE EQUIPMENT RENTAL INTERNET ADVERTISING TRAVEL 600 800 1,200 500 600 1,800 RITA USES PART OF THEIR HOUSE AS A HOME OFFICE. THE TOTAL SQUARE FOOTAGE IS 2,500 AND THE BUSINESS SQUARE FOOTAGE IS 200. SHE USES THE SIMPLIFIED METHOD, WHICH IS $5 PER SQUARE FOOT. RITA PAYS ALIMONY TO HER EX-SPOUSE. HIS NAME IS WALTER RICHARDS AND HIS SOCIAL SECURITY NUMBER IS 157-88-8888. THE DIVORCE DECREE IS FROM OCTOBER 15, 2016. 4,800 ITEMIZED DEDUCTIONS: REAL ESTATE TAXES AUTOMOBILE TAXES HOME MORTGAGE INTEREST ON $350,000 MORTGAGE CASH CHARITABLE CONTRIBUTIONS OUT-OF-POCKET MEDICAL EXPENSES PAID 8,500 600 7,500 1,000 6,000 RITA CONTRIBUTED TO A TRADITIONAL IRA. 3,000 THE SANTANDERS WANT THEIR TAX REFUND, IF ANY, TO BE DEPOSITED DIRECTLY INTO THEIR CHECKING ACCOUNT, THE ROUTING NUMBER IS 011500120 AND THE ACCOUNT NUMBER IS 123456789. 12a Page 2 c e Forn 1040 (2019 Tax se st.) Check it are from Faronis: 1 1814 24972 3 1271 Add Scheda 2. line 3, and line 120 and enter the total . 126 13a Child tax credit or credit for other dependents 13a Add Schedulo 3, Ine 7, and line 138 and enter the total 13b 14 Subtrect line 18b romlis 12.fere or less. Unter 14 15 Othar taxes, including self-employment tax. From Schedule 2. Ine 10 15 16 Addnes 14 010 15. This is your total tax 18 17 Federal income tax withsld try Forms W-2 and 1099 17 18 - If you have a Other payments and refundable credits: qualfying chile, a Samed income credit EIC) 18a attach Sch, EIC. if you b Additional child tax credit. Ataon Schedule 8512 18b norable combat pay tee Arnarica nortunity credit from Feat 63, line 6 180 instructione d Schedule 3. line 14. 180 Adunes 18a through 150. These are your total other payments and refundable credits 1Be 19 Add linea 17 and 18e. These are your total payments T9 Refund 20 If line 19 ta more than Ann 16, aubtract line 15 from line 19. This is the amount you overpaid 20 ta Amount of lit 20 you want refunded to you. If Form 8885 is attached, check here 21a Direct depasit? Houting number Scaructions e Type Checking Sevings Account number 22 Armount of me 20 you want applied to your 2020 estimated tax 22 Amount Amount you owe. Subtraut Ina 19 Tram line 16. For details on how to pay, so instructions . 23 You Owe 24 Estimated tax penaky free instruction) 24 Third Party Do you want to allow another person other than your prepared to discuss this maturn with the IRSY Sue instruction Yes. Complete netow. Designee No Other than Designsa's Phonic Personal identification pal prepare no. Tiumbe (PIN) Sign Underbonea afarury I declare that I have see this ratum and coming secules and statements, and to the best of my owledge and here they are true, corect and complete. Dersalion of recary Coher than wayar is based on alltid af nchroarer has any knowledge Here Your signature Date Your occupation if the IAS sert you an Identity Protection PIN, enter it here Joint retum? sco Inat.) TTT See instruction Spouse's signature. If a joint retum, both must sign. Date Spouse's occupation If the IRS sent your spouse an Keep a copy for Identity Protection PIN, enter it here your records Isse Inst.) Email address Praparer's name Preparers signature Date PTIN Paid Check: 3rd Party Designer Preparer Fimm's fans Use Only Phone no. Self-employed Fim's address Emm's EIN Go to www.its.gov/Form1040 forbictions and the latest information. Form 104001 Tarte 11040 190: 2019 Centment of the reasury-hima Service U.S. Individual Income Tax Return OMB No 1548-0074195 Hoa Orly-On nok ne or table in this space Filing Status Singh Married filing johtly Married fing saparaldy IMES) Head of household -OH) Califying widowlerowi Check only if you checked the MFS box, enter the name of spousa. if you checked the HCH OF CW box, enter the child's name it the qualifying person is one box. a child but not your dependent Your first name and middla initial Last name Your social security number I joint return, spouse's first here and Middla initial Last nung Spouse's social security number Herno address frumber and streets. If you have a P.O. box, see instructions Apt. no. Presidential election Campaign Check here you or your spouso if Ring jointly want to go to this ford City, town cr post office, state, and ZIP code. If you have a foreign address, also complete spaces below isce instructione). Decoga boxa wilct change your SEM Brand Yau Spouse Foreign country name Foreign province/stata/county Foreign postal code if more than four dependents, see instructions and / here Standard Someone can claim: You as a dependent Your spouses a dependerit Deduction Spouseitanzos on separate felur ex you were dual-status alien Age/Blindness You: [ Were bombefore January 2, 1955 Are blind Spouse! Was bom before January 2, 1955 is blind Dependents (see instructions: 12) Social Security number (3) Fanship to you (4) / if cualificator ise restructions: My First Last na Ghid tax credit Credit for other dependente 1 21 3b 4b 40 Sb 6 3 Wages, salaries, tips, etc. Alturh Fornia W-2 ... 2a Tax-exernot interest 2a b Taxable interent. Attach Seif required 35 Qualified dividenda Standard 361 b Ordinary divdonds. Alteon Sch B. required Daduction for 4a RA distributions 4a b Taxable amount - Sindc ar Manied org separaty 0 Pensions and annunties 40 d Taxable amount $12.200 5a Social Security benefits Sa b Taxable amount Married fling jointly or Qutlying 6 Capital gain er lous). Attach Schedule Difroquired. It not required, check here wklower 7a $24.400 Other income from Schedule 1. linn 9 . Head of 6 Add Ines 1, 26, 35, 46, 47, 56, 6 and 7a. This is your total income household Sa $18,350 Adjustments to income from Schedule 1, line 22 . if you checked D Suriruct line at fremn line 7h. This is your adjusted gross income any box under Staricard 9 Standard deduction or itemized deductions from Schedule A) 9 Dediction 10 Qualified business income deduction Attach Form 8995 or Fonn 8905-A See instruction 10 118 Add lines and 10 b Taxable income. Subtract line 119 from lina Bb. If zero arlos, Antero For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat No. 11370 7a 7b - . Bb 11a Tib Form 1040 2018) merk 01 SCHEDULE 1 OMB No 1545-0074 (Form 1040 or 1040-SR) Additional Income and Adjustments to Income Department of the Treasury Attach to Form 1040 or 1040-SR. Internal Revenue Service Go to www.irs.gov/Form 1040 for instructions and the latest information. Names) shown on Form 1040 or 1040-SR Your social security number 2019 .. 1 At any time during 2019, did you receive, seil, send, exchange, or otherwise acquire any financial interest in any virtual currency? ........ Yes No Part 1 Additional Income Taxable rofunda, credits, or offsets of state and local income taxes 1 2a Alimony received 2a b Date of original divorce or separation agreement (see Instructions) 3 Business income or loss). Attach Schedule o 3 Other gains or (lcsses). Attach Form 4797 4 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. 5 6 Farm income or loss). Attach Schedule F 6 7 Unemployment compensation... 7 8 Other income. List type and amount 8 9 Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a 9 Part II Adjustments to Income 10 Educator expenses 10 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 11 12 Health savings account deduction. Attach Form 8889 12 13 Moving expenses for members of the Armed Forces. Attach Form 3903 13 14 Deductible part of self-employment tax, Attach Schedule SE 14 15 Self-employed SEP, SIMPLE, and qualified plans. 15 16 Self-employed health insurance deduction. 16 17 Penalty on early withdrawal of savings 17 18a Allmany paid 18a b Recipient's SSN c Date of original divorce or separation agreement (see instructions) IRA deduction ..... 19 20 Student loan interest deduction | 20 21 Tuition and foes. Atiach Form 1917 21 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040 or 1040-SR, line 8a ......... 22 For Paperwork Reduction Act Notice, see your tax retum instructions. Cat. No. 71479F Schedule 1 (Form 1040 ar 1040-SR) 2019 OMB No. 1545-0074 SCHEDULE 2 Additional Taxes (Form 1040 or 1040-8R) Department of the Treasury Attach to Form 1040 or 1040-SR. Intarsal Revenue Service Go to www.irs.gov/Form 1040 for instructions and the latest information. Namais) shown on Form 1040 or 1040-SR 2019 Attachment Sequence No. 02 Your social security number Parti Tax 1 Alternative minimum tax. Attach Form 6251 1 2 Excess advance premium tax credit repayment. Attach Form 2962 2 3 Add tinas 1 and 2. Enter here and include on Form 1040 or 1040-SR, line 12b 3 Part II Other Taxes 4 Self-employment tax. Attach Schedule SE 4 5 Unreported social security and Medicare tax from Form: a 0 4137 ba919 5 6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form 5329 if required 6 7a Household employment taxes. Attach Schedule 7a b Repayment of first-time hornebuyer credit from Forn 5405. Attach Form 5405 If required 7b 8 Taxes from: a Form 1959 b Fom 8960 o Instructions; enter code(s) 8 9 Section 965 net tax liability installment from Form: 965-A 9 10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form 1040 or 1040-SR, line 15 10 For Paperwork Reduction Act Notice, see your tax return instructions, Cat. No. 71478U Schedule 2 Form 1040 or 1040-SR) 2019 SCHEDULE 3 Form 1040 or 1040-SR) OM No. 1545-0074 Additional Credits and Payments Attach to Form 1040 or 1040-SA. Go to www.irs.gov/Form 1040 for instructions and the latest information. 2019 Department of the Treasury Internal Revenue Service Namele) shown on Fonn 1040 or 1040-SR Attachment Secuence No. 03 Your social security number 1 2 3 4 5 6 7 Partt Nonrefundable Credits 1 Foroign tax credit. Attach Fom 1116 it required 2 Credit for child and dependent care expenses. Attach Form 2441 3 Education credits from Form 8863, line 19.. 4 Retirement savings contributions credit. Attach Form 8880 5 Residential energy credits. Attach Form 5695 6 Other credits from Form: a 3800 b 11 8801 7 Add lines 1 through 6. Enter here and include on Forrr 1040 or 1040-SR, line 13 Part II Other Payments and Refundable Credits 8 2019 estimated tex payments and amount applied from 2018 retum 9 Net premium tax credit. Attach Form 8962 10 Amount paid with request for extension to file (see Instructions) 11 Excess social security and tier 1 RRTA tax withheld 12 Credit for federal tax on fuels. Attach Form 4136 13 Credits from Form: a 2439 b Reserved c | B685 d ] Add lines 8 through 13. Enter here and on Form 1040 or 1040-SR, line 180 For Paperwork Reduction Act Notice, see your tax retum instructions. Cat No. 71480G 8 9 10 11 12 13 14 Schedule 3 (Farm 1040 or 1040-SR) 2019 FORM 1040 DATA TAX YEAR 2019 ALEX AND RITA SANTANDER ARE MARRIED. THEY ALWAYS FILE A JOINT TAX RETURN. THEY HAVE TWO DEPENDENT CHILDREN. DONATELLA IS 21 YEARS OLD AND IS A FULL-TIME STUDENT IN COLLEGE. PIETRO IS FOUR YEARS OLD. ALEX IS 45 AND RITA IS 40. ALEX IS A SALESMAN AND RITA IS A CONSULTANT. THEIR ADDRESS IS 121 COOKE STREET EAST PROVIDENCE, RI 02914. ALEX 037-40-3333 PIETRO 358-74-1111 037-41-6112 RITA 123-58-9744 DONATELLA INCOME ALEX'S SALARY: TAXABLE WAGES FEDERAL INCOME TAX WITHHELD STATE INCOME TAX WITHHELD 126,000 14,500 4,500 INTEREST INCOME FROM SANTANDER BANK. 1,200 INTEREST FROM U.S. SAVINGS BONDS. 3,500 INTEREST INCOME FROM MUNICIPAL BONDS. 4,500 DIVIDEND INCOME FROM VANGUARD FUNDS. THEY ARE QUALIFIED DIVIDENDS. 2,000 LONG-TERM CAPITAL GAIN INCOME. 5,000 PROCEEDS FROM LIFE INSURANCE DUE TO UNCLE'S DEATH. 50,000 RITA MADE FOUR QUARTERLY ESTIMATED TAX PAYMENTS OF $1,250. 3,000 FOREIGN TAXES PAID ON MUTUAL FUNDS. THE SANTANDERS ALWAYS TAKE THEM AS A TAX CREDIT. 200 RITA IS SELF-EMPLOYED AS A CONSULTANT. SHE USES THE CASH BASIS. GROSS RECEIPTS TOTAL. 22,000 DEDUCTIONS THESE ARE RITA'S BUSINESS EXPENSES FROM HER CONSULTING BUSINESS: OFFICE EXPENSE TELEPHONE EQUIPMENT RENTAL INTERNET ADVERTISING TRAVEL 600 800 1,200 500 600 1,800 RITA USES PART OF THEIR HOUSE AS A HOME OFFICE. THE TOTAL SQUARE FOOTAGE IS 2,500 AND THE BUSINESS SQUARE FOOTAGE IS 200. SHE USES THE SIMPLIFIED METHOD, WHICH IS $5 PER SQUARE FOOT. RITA PAYS ALIMONY TO HER EX-SPOUSE. HIS NAME IS WALTER RICHARDS AND HIS SOCIAL SECURITY NUMBER IS 157-88-8888. THE DIVORCE DECREE IS FROM OCTOBER 15, 2016. 4,800 ITEMIZED DEDUCTIONS: REAL ESTATE TAXES AUTOMOBILE TAXES HOME MORTGAGE INTEREST ON $350,000 MORTGAGE CASH CHARITABLE CONTRIBUTIONS OUT-OF-POCKET MEDICAL EXPENSES PAID 8,500 600 7,500 1,000 6,000 RITA CONTRIBUTED TO A TRADITIONAL IRA. 3,000 THE SANTANDERS WANT THEIR TAX REFUND, IF ANY, TO BE DEPOSITED DIRECTLY INTO THEIR CHECKING ACCOUNT, THE ROUTING NUMBER IS 011500120 AND THE ACCOUNT NUMBER IS 123456789. 12a Page 2 c e Forn 1040 (2019 Tax se st.) Check it are from Faronis: 1 1814 24972 3 1271 Add Scheda 2. line 3, and line 120 and enter the total . 126 13a Child tax credit or credit for other dependents 13a Add Schedulo 3, Ine 7, and line 138 and enter the total 13b 14 Subtrect line 18b romlis 12.fere or less. Unter 14 15 Othar taxes, including self-employment tax. From Schedule 2. Ine 10 15 16 Addnes 14 010 15. This is your total tax 18 17 Federal income tax withsld try Forms W-2 and 1099 17 18 - If you have a Other payments and refundable credits: qualfying chile, a Samed income credit EIC) 18a attach Sch, EIC. if you b Additional child tax credit. Ataon Schedule 8512 18b norable combat pay tee Arnarica nortunity credit from Feat 63, line 6 180 instructione d Schedule 3. line 14. 180 Adunes 18a through 150. These are your total other payments and refundable credits 1Be 19 Add linea 17 and 18e. These are your total payments T9 Refund 20 If line 19 ta more than Ann 16, aubtract line 15 from line 19. This is the amount you overpaid 20 ta Amount of lit 20 you want refunded to you. If Form 8885 is attached, check here 21a Direct depasit? Houting number Scaructions e Type Checking Sevings Account number 22 Armount of me 20 you want applied to your 2020 estimated tax 22 Amount Amount you owe. Subtraut Ina 19 Tram line 16. For details on how to pay, so instructions . 23 You Owe 24 Estimated tax penaky free instruction) 24 Third Party Do you want to allow another person other than your prepared to discuss this maturn with the IRSY Sue instruction Yes. Complete netow. Designee No Other than Designsa's Phonic Personal identification pal prepare no. Tiumbe (PIN) Sign Underbonea afarury I declare that I have see this ratum and coming secules and statements, and to the best of my owledge and here they are true, corect and complete. Dersalion of recary Coher than wayar is based on alltid af nchroarer has any knowledge Here Your signature Date Your occupation if the IAS sert you an Identity Protection PIN, enter it here Joint retum? sco Inat.) TTT See instruction Spouse's signature. If a joint retum, both must sign. Date Spouse's occupation If the IRS sent your spouse an Keep a copy for Identity Protection PIN, enter it here your records Isse Inst.) Email address Praparer's name Preparers signature Date PTIN Paid Check: 3rd Party Designer Preparer Fimm's fans Use Only Phone no. Self-employed Fim's address Emm's EIN Go to www.its.gov/Form1040 forbictions and the latest information. Form 104001 Tarte 11040 190: 2019 Centment of the reasury-hima Service U.S. Individual Income Tax Return OMB No 1548-0074195 Hoa Orly-On nok ne or table in this space Filing Status Singh Married filing johtly Married fing saparaldy IMES) Head of household -OH) Califying widowlerowi Check only if you checked the MFS box, enter the name of spousa. if you checked the HCH OF CW box, enter the child's name it the qualifying person is one box. a child but not your dependent Your first name and middla initial Last name Your social security number I joint return, spouse's first here and Middla initial Last nung Spouse's social security number Herno address frumber and streets. If you have a P.O. box, see instructions Apt. no. Presidential election Campaign Check here you or your spouso if Ring jointly want to go to this ford City, town cr post office, state, and ZIP code. If you have a foreign address, also complete spaces below isce instructione). Decoga boxa wilct change your SEM Brand Yau Spouse Foreign country name Foreign province/stata/county Foreign postal code if more than four dependents, see instructions and / here Standard Someone can claim: You as a dependent Your spouses a dependerit Deduction Spouseitanzos on separate felur ex you were dual-status alien Age/Blindness You: [ Were bombefore January 2, 1955 Are blind Spouse! Was bom before January 2, 1955 is blind Dependents (see instructions: 12) Social Security number (3) Fanship to you (4) / if cualificator ise restructions: My First Last na Ghid tax credit Credit for other dependente 1 21 3b 4b 40 Sb 6 3 Wages, salaries, tips, etc. Alturh Fornia W-2 ... 2a Tax-exernot interest 2a b Taxable interent. Attach Seif required 35 Qualified dividenda Standard 361 b Ordinary divdonds. Alteon Sch B. required Daduction for 4a RA distributions 4a b Taxable amount - Sindc ar Manied org separaty 0 Pensions and annunties 40 d Taxable amount $12.200 5a Social Security benefits Sa b Taxable amount Married fling jointly or Qutlying 6 Capital gain er lous). Attach Schedule Difroquired. It not required, check here wklower 7a $24.400 Other income from Schedule 1. linn 9 . Head of 6 Add Ines 1, 26, 35, 46, 47, 56, 6 and 7a. This is your total income household Sa $18,350 Adjustments to income from Schedule 1, line 22 . if you checked D Suriruct line at fremn line 7h. This is your adjusted gross income any box under Staricard 9 Standard deduction or itemized deductions from Schedule A) 9 Dediction 10 Qualified business income deduction Attach Form 8995 or Fonn 8905-A See instruction 10 118 Add lines and 10 b Taxable income. Subtract line 119 from lina Bb. If zero arlos, Antero For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat No. 11370 7a 7b - . Bb 11a Tib Form 1040 2018) merk 01 SCHEDULE 1 OMB No 1545-0074 (Form 1040 or 1040-SR) Additional Income and Adjustments to Income Department of the Treasury Attach to Form 1040 or 1040-SR. Internal Revenue Service Go to www.irs.gov/Form 1040 for instructions and the latest information. Names) shown on Form 1040 or 1040-SR Your social security number 2019 .. 1 At any time during 2019, did you receive, seil, send, exchange, or otherwise acquire any financial interest in any virtual currency? ........ Yes No Part 1 Additional Income Taxable rofunda, credits, or offsets of state and local income taxes 1 2a Alimony received 2a b Date of original divorce or separation agreement (see Instructions) 3 Business income or loss). Attach Schedule o 3 Other gains or (lcsses). Attach Form 4797 4 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. 5 6 Farm income or loss). Attach Schedule F 6 7 Unemployment compensation... 7 8 Other income. List type and amount 8 9 Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a 9 Part II Adjustments to Income 10 Educator expenses 10 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 11 12 Health savings account deduction. Attach Form 8889 12 13 Moving expenses for members of the Armed Forces. Attach Form 3903 13 14 Deductible part of self-employment tax, Attach Schedule SE 14 15 Self-employed SEP, SIMPLE, and qualified plans. 15 16 Self-employed health insurance deduction. 16 17 Penalty on early withdrawal of savings 17 18a Allmany paid 18a b Recipient's SSN c Date of original divorce or separation agreement (see instructions) IRA deduction ..... 19 20 Student loan interest deduction | 20 21 Tuition and foes. Atiach Form 1917 21 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040 or 1040-SR, line 8a ......... 22 For Paperwork Reduction Act Notice, see your tax retum instructions. Cat. No. 71479F Schedule 1 (Form 1040 ar 1040-SR) 2019 OMB No. 1545-0074 SCHEDULE 2 Additional Taxes (Form 1040 or 1040-8R) Department of the Treasury Attach to Form 1040 or 1040-SR. Intarsal Revenue Service Go to www.irs.gov/Form 1040 for instructions and the latest information. Namais) shown on Form 1040 or 1040-SR 2019 Attachment Sequence No. 02 Your social security number Parti Tax 1 Alternative minimum tax. Attach Form 6251 1 2 Excess advance premium tax credit repayment. Attach Form 2962 2 3 Add tinas 1 and 2. Enter here and include on Form 1040 or 1040-SR, line 12b 3 Part II Other Taxes 4 Self-employment tax. Attach Schedule SE 4 5 Unreported social security and Medicare tax from Form: a 0 4137 ba919 5 6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form 5329 if required 6 7a Household employment taxes. Attach Schedule 7a b Repayment of first-time hornebuyer credit from Forn 5405. Attach Form 5405 If required 7b 8 Taxes from: a Form 1959 b Fom 8960 o Instructions; enter code(s) 8 9 Section 965 net tax liability installment from Form: 965-A 9 10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form 1040 or 1040-SR, line 15 10 For Paperwork Reduction Act Notice, see your tax return instructions, Cat. No. 71478U Schedule 2 Form 1040 or 1040-SR) 2019 SCHEDULE 3 Form 1040 or 1040-SR) OM No. 1545-0074 Additional Credits and Payments Attach to Form 1040 or 1040-SA. Go to www.irs.gov/Form 1040 for instructions and the latest information. 2019 Department of the Treasury Internal Revenue Service Namele) shown on Fonn 1040 or 1040-SR Attachment Secuence No. 03 Your social security number 1 2 3 4 5 6 7 Partt Nonrefundable Credits 1 Foroign tax credit. Attach Fom 1116 it required 2 Credit for child and dependent care expenses. Attach Form 2441 3 Education credits from Form 8863, line 19.. 4 Retirement savings contributions credit. Attach Form 8880 5 Residential energy credits. Attach Form 5695 6 Other credits from Form: a 3800 b 11 8801 7 Add lines 1 through 6. Enter here and include on Forrr 1040 or 1040-SR, line 13 Part II Other Payments and Refundable Credits 8 2019 estimated tex payments and amount applied from 2018 retum 9 Net premium tax credit. Attach Form 8962 10 Amount paid with request for extension to file (see Instructions) 11 Excess social security and tier 1 RRTA tax withheld 12 Credit for federal tax on fuels. Attach Form 4136 13 Credits from Form: a 2439 b Reserved c | B685 d ] Add lines 8 through 13. Enter here and on Form 1040 or 1040-SR, line 180 For Paperwork Reduction Act Notice, see your tax retum instructions. Cat No. 71480G 8 9 10 11 12 13 14 Schedule 3 (Farm 1040 or 1040-SR) 2019