General Information: Taxpayer: Use any Fictitious name and SSN and assume age is over 50. Occupation is Office Manager Spouse: Use any Fictitious name and SSN and assume age under 50. Occupation is High School Teacher Filing Status: MFJ Address: Use any Fictitious address. Dependents: Assume 2 children living with taxpayers; Use any fictitious names and assume one child is over 17 and one child is under 17 Income Information: Salary - Assume combined salaries of taxpayer and spouse to be $65,466. Federal Income Tax Withholding of $8,912 and NYS/NYC Income Tax Withholding of $11,528 Interest Income - This should be equal to last four digits of your social security number. Unemployment Compensation: $11,000 Gambling Winnings: $1,000 Other Expenses and possible Deductions: Out of Pocket Educator Expenses for the spouse - $1,200 Student loan interest - $1,500 for each spouse for a total of $3,000 IRA contributions: Each spouse contributed maximum allowed to each of their separate IRA's and they do not have a retirement plan at work. Medical Expenses: Health Insurance $6,000 Doctors, Dentists, $1,000 Prescriptions $ 250 Over the counter medicine $ 500 Gym membership $ 800 Medical Miles 75 Continued on next pare Taxes: Personal Property Taxes $1,000 Real Estate Taxes $ 5,000 Interest Mortgage Interest $10,000 Credit card interest $ 3,000 Investment interest $4,500 Charity Cash contributions $3,656 Clothing $ 456 Stock in IBM-Value $10,000; Cost basis: $4,000 Other: Unreimbursed employee expenses $3,500 Gambling Losses $1,500 2020 OMB No 1545-0074 Use Only-Do not witor staple in this space 1040 Department of the Treasury-temal Revenue Service U.S. Individual Income Tax Return Filing Status Single Married fling jointly Married filing separately MFS) Head of household (HOH Qualifying widower) (OM Check only you checked the MFS box, enter the name of your spouse. W you checked the HOH or GW box, enter the child's name It the quallying person is a child but not your dependent Your first name and middle initial Your social security number #joint retum, spouse's first name and middle initial Spouse's social security number one box. Last name Last name 1 Home address number and street). If you have a P.O. box see instructions Apt.no Presidential Election Campaign Check here if you, or your City, town, or post office. If you have a foreign address, also complete spaces below State ZIP code spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change Foreign country name Foreign province/statcounty Foreign postal code your tax or refund. You Spouse At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? Yes No Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You Were born before January 2, 1956 Are bind Spouse Was bom before January 2, 1956 is blind Dependents (see Instructions 2 Social Security Relationship 16V qualified for use instructions (1) First name more Last name number to you Child tax credit Credit for other dependent than four dependents, seo Instructions and check here Wages, salaries, tips, etc. Attach Formis) W-2 Altach 2a Tax-exempt interest 20 b Tatable interest 2b Sch. BH 3a Qualified dividends 3a required. 3b b Ordinary dividends 4a IRA distributions. 4a Taxable amount 4b 5a Pensions and annuities 5a b Taxable amount 5b Standard 6a Social security benefits ba b Table amount 6b Deduction for 7 Capital gain or loss. Attach Schedule Di required. If not required, check here 7 Single or Married filing 8 Other Income from Schedule 1. line 9 8 separately, 9 $12,400 Add lines 1, 2b, 36, 46, 56, 66, 7, and 8. This is your total income 9 Married fing 10 Adjustments to income: jointly or a From Schedule 1, line 22 100 widow $24.800 b Charitable contributions if you take the standard deduction See Instructions 10b Head of Add lines 10a and 10b. These are your total adjustments to income 10c household $18.650 11 Subtract line 10c from line 3. This is your adjusted gross income 11 If you checked 12 Standard deduction or itemized deductions from Schedule A 12 any box under Standard 13 Qualified business income deduction. Attach Form 8995 or Form 8996-A 13 Deduction 14 14 Add lines 12 and 13 monstructions 15 Taxable income. Subtract line 14 from line 11. I zero or less, enter 15 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, se separate instructions Forn 1040 2001 Cat No. 113200 Page 2 Form 1040 2020 16 Tax (see instructions. Check it any from Forms: 1 8814 24972 30 16 17 Amount from Schedule 2, line 3 17 18 Add lines 16 and 17 18 19 Child tax credit or credit for other dependents 19 Amount from Schedule 3, line 7 20 21 Add lines 19 and 20.. 21 22 Subtract line 21 from ine 18. If zero or less, enter-O- 22 Other taxes, including self-employment tax, from Schedule 2 line 10 23 24 Add lines 22 and 23. This is your total tax 24 25 Federal income tax withheld from: a Formis) W-2 25a b Form(s) 1099 25b Other forms (see instructions) 25c d Add ines 25a through 250 25d If you have a 26 2020 estimated tax payments and amount applied from 2019 return. 26 qualifying child. 27 Earned Income credit (EIC). 27 attach Sch. BC. - If you have 28 Additional child tax credit. Attach Schedule 8812 28 nontabile 29 American opportunity credit from Form 8863, Ine 8. 29 combat pay se instructions. 30 Recovery rebate credit. See Instructions 30 31 Amount from Schedule 3, line 13 31 32 Add lines 27 through 31. These are your total other payments and refundable credits 32 33 Add lines 25d, 26, and 32. These are your total payments 33 Refund 34 Wine 33 is more than line 24, subtract line 24 from fino 33. This is the amount you overpaid 34 35a Amount of line 34 you want refunded to you. Form 8888 is attached, check here 350 Direct deposit? b Routing number Type: Checking Savings See Instructions Account number 36 Amount of line 34 you want applied to your 2021 estimated tax.. 36 Amount 37 Subtract line 33 from fine 24. This is the amount you owe now. You Owe Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for For details on how to pay, see 2020. See Schedule 3, Ine 12e, and its instructions for details. Instructions 38 Estimated tax penalty (see Instructions). 38 Third Party Do you want to allow another person to discuss this retum with the RS? See Designee Instructions Yes. Complete below. No Designer's Phone Personal Identification name no Rumber PN Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belled, they are true, correct, and complete. Declaration of preparer (other than taxpayer is based on all information of which preprer has any knowledge. Here Your siture Date Your occupation the IRS sent you an identity Protection PIN, ante it here Joint return? free inst.) Seo Instructions Spouse's signature. If a joint return, both must sign Date Spouse's occupation the IRS sent your spouse an Keep a copy for Identity Protection PIN enter it here your records free Phone no. Email address Preparer's name | Date Preparer's signature Paid PTIN Check it Preparer Sell-employed Firm's name Use Only Phone no. Firm's address Firm's EN Go to www.n.powForm 1040 for instructions and the latest information From 1040 20 SCHEDULE 1 CIMSM 1545-0074 Form 1040) Additional Income and Adjustments to Income 2020 Department of the Treaty Attach to Form 1040 1040 SR 100-NR Rendice a to www.n.poulForm10 for instruction and the latest omation Attachment Babe 01 Names shown on Form 1040, 1040-SR, or 1040-NR Your social security number 1 2a 3 4 5 6 7 8 9 10 Part 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 3 Business income or (loss). Attach Schedule 4 Other gains or losses). Attach Form 4797 5 Rental real estate, royalties, partnerships, Scorporations, trusts, etc. Altach Schedule E 6 Farm income or (loss). Attach Schedule F 7 Unemployment compensation .. 8 Other income. List type and amount 9 Combine lines 1 through 8. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 Part Il Adjustments to Income 10 Educator expenses. 11 Certain business expenses of reservists, performing artists and fee-basis government officials. Attach Form 2106 12 Health savings account deduction. Attach Form 8889 13 Moving expenses for members of the Armed Forces. Attach Form 3903 14 Deductible part of self-employment tax. Attach Schedule SE 15 Self-employed SEP, SIMPLE, and qualified plans 16 Self-employed health insurance deduction 17 Penalty on early withdrawal of savings 18a Alimony paid. b Recipient's SSN c Date of original divorce or separation agreement (see instructions) 19 IRA deduction 20 Student loan interest deduction 21 Tuition and fees deduction. Attach Form 8917 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040,1040-SR, or 1040-NR line 10 For Paperwork Reduction Act Notion, see your tax return instructions Sched from 1046 2000 11 12 13 14 15 16 17 18a 19 20 21 22 Cho SCHEDULE A Itemized Deductions Form 1040 or 1040-5 Play Go to www.insgow Schedule for instruction and the latest information Anach to Form 1040 1040 aasae iraay Caution you can do someone torine 16 Nomadom 10101010-6 2019 1 Medical and Dental Expenses Taxes You Paid 5c Caution: Do not include expenses reimbursed or paid by others Medical and dental expenses se instructions 2 Enter amount from Form 1040 or 1640 S. Inet 2 3 Multiply line 2 by 7.5% 0.079) 4 Subtract line from line 1. Wine 3 is more than one 1 enter-O- 5 State and local a State and local income asesor generates as you may include the income taxes or general sales taxes on line 5, but not both you elect to include general este instead of income taies Check this box State and local real estate avesse instructions State and local personal property taxes dAdd lines Stough 56 Enter the smaller of line 5d or $10.000 55.000 married fing parately 6 Others List type and amount 7 Addines Seando a Home mortgage interest and points you didn't use all of your home mortgage learned to buy, bulld, of improve your home see instructions and check this box Home mortgage interest and points reported to you on Form 1008 See instructions il limited Home mortgage interest not reported to you on Form 1098. Se instructions inted paid to the person from whom you bought the home, instructions and show that person's name, identifying to and address Interest You Paid Caution med cPoints not reported to you on Fom 1998. Soe instructions for specie Rules Bc d Mortgage Insurance presse instructions 8d e Add lines through Be 9 Investment interest. Attach Form 4952 if required. See instructions 0 10 Add lines Beard 10 Gifts to 11 Gifts by cash or check you made any gift of $250 or more Charity Instructions 11 Casio 12 Other than by cash or check you made any gift of $250 or more, des and instructions. You must attach Form 5263 Over $500 12 13 Carryover from prior year 13 14 Add fines 11 through 13 Casualty and 15 Casuahy and Theft lose from a federally declared disaster other than not qualified Theft Losses disasters Attach Form 4684 and enter the amount from line 15 of that form. See instructions 15 Other 16 Other-from listin instructions. List type and amount Itemired Deductions 16 Total 17 Add the amounts in the tright column for through 16. Ander this amount on itemized Form 1046 1040-5R Ines Deductions 18 you clect to comice deductions even though they are less than your standard deduction check this box For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1940-SR. Casas Schedule 100110-SRI SCHEDULEB OMON 1545-001 Form 1040 Interest and Ordinary Dividends 2020 Dette Go to www.in.gov/cha for instruction des information Alten non Senin 100 Attach to 1040 Sen 08 Nonown on um Your sold security unter Part 1 1 List name of payer. I any interest is from a ser-financed mortgage and the Amount buyer used the property as a personal residence the instructions and at this Interest interest first. Also, show that buyer's social security number and address See Instructions and the instruction for Forms 1040 and 1040-SR,Ine 20) Notes you received Farm 1000-INT, Form 1090 ORD OF suite sement from a brokerage firm Ister's name as the payer and enter the total interest shown on that form. 2 Add the amounts on line 1 Excludable interest on series EE and IUS. sings bonde issued after 15 Attach Form 3815 3 4 Subtract line 3 trom Ine 2. Enter the rest here and on Form 1040 or 1040-SR Ine 2D 4 Note: Ifine 4 is over $1,500, you must complete Patil Amount Part II 5 List me of payer Ordinary Dividends Se instructions and the structions for Forms 1010 and 1040-SR. in 30.) Noteyou received a Form 1000-OV or tute statement from a brokerage firm, is the firm's name as the payer anderer the ordinary videos shown on that lom 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR line 3 Note: line 6 is over $1,500. you must complete Patil Part II You must complete this part you all had over $9.500 of table interest of ordinary dividends had a foreign account or el recived a distribution from wantrol or a transferorto, a foreign trust Yes No Foreign Ta At any time during 2020, did you have a financial interests or signature authority over a financial Accounts account much as a bank account, securities account or brokerage account located in a foreign and Trusts country? See instructions... Caution "Yes, are you required to the PNCEN Form 114. Report of Foreign Bank and Financial regred, baltare Accounts FBAR, to report that financial interest or sigure authority? See FOCEN Form 114 to FinCEN and its instructions for ting requirements and exceptions to those requirements Tom 114 may you are required to fi FinCEn Form 114 enter the name of the foreign country where the substanti financial account is located perties. See 8 During 2020, did you receive a distribution from, or were you the grantor of, or transferorto, Instructions foreign trust? "Yes, you may have to fi Fom 3520. See instructions For Paperwork Reduction Act Noien. see your return instructions Schedule Form 1846 2000 AN OMSN 1546-074 Andere 00 1 UN lol SCHEDULE 3 (Form 1040) Additional Credits and Payments 2020 Department of the Attach to Form 1040, 040-67, or 104-NR. nem feu Save Go to www.rsgowl Form 1040 for instructions and the latest information. Narnets shown on Form 1040, 1040-SR, or 1040-NA Your social security number Part Nonrefundable Credits 1 Foreign tax credit. Attach Form 1116 if 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 BB80 4 5 Residential energy credits. Attach Form 5695 5 6 Other credits from Form: a 3800 b8801 co 7 Add lines 1 through 6. Enter here and on Form 1040, 1040-SR, or 1040-NR, Iine 20 7 Part II Other Payments and Refundable Credits 8 Net premium tax credit. Attach Form 8962. 8 . Amount paid with request for extension to file (soo instructions) 10 Excess social security and tier 1 RRTA tax withheld . 11 Credit for federal tax on fuels. Attach Form 4136 11 12 Other payments or refundable credits: a Form 2439 120 Qualified sick and family leave credits from Schedule(s) H and Form(s) 7202 12b c Health coverage tax credit from Form 8885 120 d Other: Deferral for certain Schedule H or SE filers (see instructions) 12e Add lines 12a through 12e 121 13 Add lines 8 through 121. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 13 For Paperwork Reduction Act Nation, me your tax return instructions 9 10 12d Cat No. 114800 tichete am 100 General Information: Taxpayer: Use any Fictitious name and SSN and assume age is over 50. Occupation is Office Manager Spouse: Use any Fictitious name and SSN and assume age under 50. Occupation is High School Teacher Filing Status: MFJ Address: Use any Fictitious address. Dependents: Assume 2 children living with taxpayers; Use any fictitious names and assume one child is over 17 and one child is under 17 Income Information: Salary - Assume combined salaries of taxpayer and spouse to be $65,466. Federal Income Tax Withholding of $8,912 and NYS/NYC Income Tax Withholding of $11,528 Interest Income - This should be equal to last four digits of your social security number. Unemployment Compensation: $11,000 Gambling Winnings: $1,000 Other Expenses and possible Deductions: Out of Pocket Educator Expenses for the spouse - $1,200 Student loan interest - $1,500 for each spouse for a total of $3,000 IRA contributions: Each spouse contributed maximum allowed to each of their separate IRA's and they do not have a retirement plan at work. Medical Expenses: Health Insurance $6,000 Doctors, Dentists, $1,000 Prescriptions $ 250 Over the counter medicine $ 500 Gym membership $ 800 Medical Miles 75 Continued on next pare Taxes: Personal Property Taxes $1,000 Real Estate Taxes $ 5,000 Interest Mortgage Interest $10,000 Credit card interest $ 3,000 Investment interest $4,500 Charity Cash contributions $3,656 Clothing $ 456 Stock in IBM-Value $10,000; Cost basis: $4,000 Other: Unreimbursed employee expenses $3,500 Gambling Losses $1,500 2020 OMB No 1545-0074 Use Only-Do not witor staple in this space 1040 Department of the Treasury-temal Revenue Service U.S. Individual Income Tax Return Filing Status Single Married fling jointly Married filing separately MFS) Head of household (HOH Qualifying widower) (OM Check only you checked the MFS box, enter the name of your spouse. W you checked the HOH or GW box, enter the child's name It the quallying person is a child but not your dependent Your first name and middle initial Your social security number #joint retum, spouse's first name and middle initial Spouse's social security number one box. Last name Last name 1 Home address number and street). If you have a P.O. box see instructions Apt.no Presidential Election Campaign Check here if you, or your City, town, or post office. If you have a foreign address, also complete spaces below State ZIP code spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change Foreign country name Foreign province/statcounty Foreign postal code your tax or refund. You Spouse At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? Yes No Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You Were born before January 2, 1956 Are bind Spouse Was bom before January 2, 1956 is blind Dependents (see Instructions 2 Social Security Relationship 16V qualified for use instructions (1) First name more Last name number to you Child tax credit Credit for other dependent than four dependents, seo Instructions and check here Wages, salaries, tips, etc. Attach Formis) W-2 Altach 2a Tax-exempt interest 20 b Tatable interest 2b Sch. BH 3a Qualified dividends 3a required. 3b b Ordinary dividends 4a IRA distributions. 4a Taxable amount 4b 5a Pensions and annuities 5a b Taxable amount 5b Standard 6a Social security benefits ba b Table amount 6b Deduction for 7 Capital gain or loss. Attach Schedule Di required. If not required, check here 7 Single or Married filing 8 Other Income from Schedule 1. line 9 8 separately, 9 $12,400 Add lines 1, 2b, 36, 46, 56, 66, 7, and 8. This is your total income 9 Married fing 10 Adjustments to income: jointly or a From Schedule 1, line 22 100 widow $24.800 b Charitable contributions if you take the standard deduction See Instructions 10b Head of Add lines 10a and 10b. These are your total adjustments to income 10c household $18.650 11 Subtract line 10c from line 3. This is your adjusted gross income 11 If you checked 12 Standard deduction or itemized deductions from Schedule A 12 any box under Standard 13 Qualified business income deduction. Attach Form 8995 or Form 8996-A 13 Deduction 14 14 Add lines 12 and 13 monstructions 15 Taxable income. Subtract line 14 from line 11. I zero or less, enter 15 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, se separate instructions Forn 1040 2001 Cat No. 113200 Page 2 Form 1040 2020 16 Tax (see instructions. Check it any from Forms: 1 8814 24972 30 16 17 Amount from Schedule 2, line 3 17 18 Add lines 16 and 17 18 19 Child tax credit or credit for other dependents 19 Amount from Schedule 3, line 7 20 21 Add lines 19 and 20.. 21 22 Subtract line 21 from ine 18. If zero or less, enter-O- 22 Other taxes, including self-employment tax, from Schedule 2 line 10 23 24 Add lines 22 and 23. This is your total tax 24 25 Federal income tax withheld from: a Formis) W-2 25a b Form(s) 1099 25b Other forms (see instructions) 25c d Add ines 25a through 250 25d If you have a 26 2020 estimated tax payments and amount applied from 2019 return. 26 qualifying child. 27 Earned Income credit (EIC). 27 attach Sch. BC. - If you have 28 Additional child tax credit. Attach Schedule 8812 28 nontabile 29 American opportunity credit from Form 8863, Ine 8. 29 combat pay se instructions. 30 Recovery rebate credit. See Instructions 30 31 Amount from Schedule 3, line 13 31 32 Add lines 27 through 31. These are your total other payments and refundable credits 32 33 Add lines 25d, 26, and 32. These are your total payments 33 Refund 34 Wine 33 is more than line 24, subtract line 24 from fino 33. This is the amount you overpaid 34 35a Amount of line 34 you want refunded to you. Form 8888 is attached, check here 350 Direct deposit? b Routing number Type: Checking Savings See Instructions Account number 36 Amount of line 34 you want applied to your 2021 estimated tax.. 36 Amount 37 Subtract line 33 from fine 24. This is the amount you owe now. You Owe Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for For details on how to pay, see 2020. See Schedule 3, Ine 12e, and its instructions for details. Instructions 38 Estimated tax penalty (see Instructions). 38 Third Party Do you want to allow another person to discuss this retum with the RS? See Designee Instructions Yes. Complete below. No Designer's Phone Personal Identification name no Rumber PN Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belled, they are true, correct, and complete. Declaration of preparer (other than taxpayer is based on all information of which preprer has any knowledge. Here Your siture Date Your occupation the IRS sent you an identity Protection PIN, ante it here Joint return? free inst.) Seo Instructions Spouse's signature. If a joint return, both must sign Date Spouse's occupation the IRS sent your spouse an Keep a copy for Identity Protection PIN enter it here your records free Phone no. Email address Preparer's name | Date Preparer's signature Paid PTIN Check it Preparer Sell-employed Firm's name Use Only Phone no. Firm's address Firm's EN Go to www.n.powForm 1040 for instructions and the latest information From 1040 20 SCHEDULE 1 CIMSM 1545-0074 Form 1040) Additional Income and Adjustments to Income 2020 Department of the Treaty Attach to Form 1040 1040 SR 100-NR Rendice a to www.n.poulForm10 for instruction and the latest omation Attachment Babe 01 Names shown on Form 1040, 1040-SR, or 1040-NR Your social security number 1 2a 3 4 5 6 7 8 9 10 Part 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 3 Business income or (loss). Attach Schedule 4 Other gains or losses). Attach Form 4797 5 Rental real estate, royalties, partnerships, Scorporations, trusts, etc. Altach Schedule E 6 Farm income or (loss). Attach Schedule F 7 Unemployment compensation .. 8 Other income. List type and amount 9 Combine lines 1 through 8. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 8 Part Il Adjustments to Income 10 Educator expenses. 11 Certain business expenses of reservists, performing artists and fee-basis government officials. Attach Form 2106 12 Health savings account deduction. Attach Form 8889 13 Moving expenses for members of the Armed Forces. Attach Form 3903 14 Deductible part of self-employment tax. Attach Schedule SE 15 Self-employed SEP, SIMPLE, and qualified plans 16 Self-employed health insurance deduction 17 Penalty on early withdrawal of savings 18a Alimony paid. b Recipient's SSN c Date of original divorce or separation agreement (see instructions) 19 IRA deduction 20 Student loan interest deduction 21 Tuition and fees deduction. Attach Form 8917 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040,1040-SR, or 1040-NR line 10 For Paperwork Reduction Act Notion, see your tax return instructions Sched from 1046 2000 11 12 13 14 15 16 17 18a 19 20 21 22 Cho SCHEDULE A Itemized Deductions Form 1040 or 1040-5 Play Go to www.insgow Schedule for instruction and the latest information Anach to Form 1040 1040 aasae iraay Caution you can do someone torine 16 Nomadom 10101010-6 2019 1 Medical and Dental Expenses Taxes You Paid 5c Caution: Do not include expenses reimbursed or paid by others Medical and dental expenses se instructions 2 Enter amount from Form 1040 or 1640 S. Inet 2 3 Multiply line 2 by 7.5% 0.079) 4 Subtract line from line 1. Wine 3 is more than one 1 enter-O- 5 State and local a State and local income asesor generates as you may include the income taxes or general sales taxes on line 5, but not both you elect to include general este instead of income taies Check this box State and local real estate avesse instructions State and local personal property taxes dAdd lines Stough 56 Enter the smaller of line 5d or $10.000 55.000 married fing parately 6 Others List type and amount 7 Addines Seando a Home mortgage interest and points you didn't use all of your home mortgage learned to buy, bulld, of improve your home see instructions and check this box Home mortgage interest and points reported to you on Form 1008 See instructions il limited Home mortgage interest not reported to you on Form 1098. Se instructions inted paid to the person from whom you bought the home, instructions and show that person's name, identifying to and address Interest You Paid Caution med cPoints not reported to you on Fom 1998. Soe instructions for specie Rules Bc d Mortgage Insurance presse instructions 8d e Add lines through Be 9 Investment interest. Attach Form 4952 if required. See instructions 0 10 Add lines Beard 10 Gifts to 11 Gifts by cash or check you made any gift of $250 or more Charity Instructions 11 Casio 12 Other than by cash or check you made any gift of $250 or more, des and instructions. You must attach Form 5263 Over $500 12 13 Carryover from prior year 13 14 Add fines 11 through 13 Casualty and 15 Casuahy and Theft lose from a federally declared disaster other than not qualified Theft Losses disasters Attach Form 4684 and enter the amount from line 15 of that form. See instructions 15 Other 16 Other-from listin instructions. List type and amount Itemired Deductions 16 Total 17 Add the amounts in the tright column for through 16. Ander this amount on itemized Form 1046 1040-5R Ines Deductions 18 you clect to comice deductions even though they are less than your standard deduction check this box For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1940-SR. Casas Schedule 100110-SRI SCHEDULEB OMON 1545-001 Form 1040 Interest and Ordinary Dividends 2020 Dette Go to www.in.gov/cha for instruction des information Alten non Senin 100 Attach to 1040 Sen 08 Nonown on um Your sold security unter Part 1 1 List name of payer. I any interest is from a ser-financed mortgage and the Amount buyer used the property as a personal residence the instructions and at this Interest interest first. Also, show that buyer's social security number and address See Instructions and the instruction for Forms 1040 and 1040-SR,Ine 20) Notes you received Farm 1000-INT, Form 1090 ORD OF suite sement from a brokerage firm Ister's name as the payer and enter the total interest shown on that form. 2 Add the amounts on line 1 Excludable interest on series EE and IUS. sings bonde issued after 15 Attach Form 3815 3 4 Subtract line 3 trom Ine 2. Enter the rest here and on Form 1040 or 1040-SR Ine 2D 4 Note: Ifine 4 is over $1,500, you must complete Patil Amount Part II 5 List me of payer Ordinary Dividends Se instructions and the structions for Forms 1010 and 1040-SR. in 30.) Noteyou received a Form 1000-OV or tute statement from a brokerage firm, is the firm's name as the payer anderer the ordinary videos shown on that lom 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR line 3 Note: line 6 is over $1,500. you must complete Patil Part II You must complete this part you all had over $9.500 of table interest of ordinary dividends had a foreign account or el recived a distribution from wantrol or a transferorto, a foreign trust Yes No Foreign Ta At any time during 2020, did you have a financial interests or signature authority over a financial Accounts account much as a bank account, securities account or brokerage account located in a foreign and Trusts country? See instructions... Caution "Yes, are you required to the PNCEN Form 114. Report of Foreign Bank and Financial regred, baltare Accounts FBAR, to report that financial interest or sigure authority? See FOCEN Form 114 to FinCEN and its instructions for ting requirements and exceptions to those requirements Tom 114 may you are required to fi FinCEn Form 114 enter the name of the foreign country where the substanti financial account is located perties. See 8 During 2020, did you receive a distribution from, or were you the grantor of, or transferorto, Instructions foreign trust? "Yes, you may have to fi Fom 3520. See instructions For Paperwork Reduction Act Noien. see your return instructions Schedule Form 1846 2000 AN OMSN 1546-074 Andere 00 1 UN lol SCHEDULE 3 (Form 1040) Additional Credits and Payments 2020 Department of the Attach to Form 1040, 040-67, or 104-NR. nem feu Save Go to www.rsgowl Form 1040 for instructions and the latest information. Narnets shown on Form 1040, 1040-SR, or 1040-NA Your social security number Part Nonrefundable Credits 1 Foreign tax credit. Attach Form 1116 if 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 BB80 4 5 Residential energy credits. Attach Form 5695 5 6 Other credits from Form: a 3800 b8801 co 7 Add lines 1 through 6. Enter here and on Form 1040, 1040-SR, or 1040-NR, Iine 20 7 Part II Other Payments and Refundable Credits 8 Net premium tax credit. Attach Form 8962. 8 . Amount paid with request for extension to file (soo instructions) 10 Excess social security and tier 1 RRTA tax withheld . 11 Credit for federal tax on fuels. Attach Form 4136 11 12 Other payments or refundable credits: a Form 2439 120 Qualified sick and family leave credits from Schedule(s) H and Form(s) 7202 12b c Health coverage tax credit from Form 8885 120 d Other: Deferral for certain Schedule H or SE filers (see instructions) 12e Add lines 12a through 12e 121 13 Add lines 8 through 121. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 13 For Paperwork Reduction Act Nation, me your tax return instructions 9 10 12d Cat No. 114800 tichete am 100