Hello! I am really struggling with this tax problem, the problem: is with the information given fill out the following tax forms. I am desperate for help! Below the problem is Form 1040, Schedule A, Schedule B, Schedule D, Schedule E, Form 8949, and Form 2441. These are the forms that need to be filled out. The answers need to placed into these forms. Please help me out I am really stuck here. Thank you!

Facts: 1. Charlotte Brown (unmarried) is employed as an office manager at the main office of Currier, Ellis & Acton Law firm. Charlotte lives in a home she purchased 15 years ago. Charlotte lived in her home with her daughter Emily Brown and Charlotte's younger sister Anne for the entire year. Emily is disabled and receives $3,550 of income each year housesitting for neighbors. Emily is able to save these funds because Charlotte provides all of Emily's support. Charlotte also provides all of the support for her sister Anne Brown. Anne is a writer and sold her first book in 2019 and earned $5,000. Charlotte provided the following additional information: Charlotte lives at 632 Old Bridge Road, El Paso, TX 79904. Charlotte's birthday is 2/18/1971 and her Social Security number is 544-67-8862. Emily's birthday is 7/9/1998 and her Social Security number is 598-12-8569. Anne's birthday is 3/14/1973 and her Social Security number is 564-97-7241 Charlotte does not have any foreign bank accounts or trusts. Charlotte, Anne and Emily have health insurance. Charlotte did not acquire, sell or exchange any virtual currency 2. Charlotte received a Form W-2 from Currier, Ellis & Acton Law Firm (her employer) that contained the following information: Wages: $91,000 Federal income tax withheld: 8,965 Social Security tax withheld: 5,642 Medicare tax withheld: 1,320 State income tax withheld: 0 3. Charlotte received $450 municipal bond interest from City of El Paso Bonds, $1,310 in interest income from her bank GECU, She also received a $6,530 dividend from Heather Vine Corp. and an $925 dividend from Heathcliff Inc. Both dividends were qualified dividends. 4. Charlotte sold 2,500 shares of Windmoor stock for $20 a share on October 2, 2019. She purchased the stock on June 12, 2009, for $14 a share. There was a commission charge of $72 on the sale of these shares. She also sold 705 shares of Bleakrock stock for $23 a share on February 25, 2019. She purchased the stock for $61 a share on October 2, 2016. Both of these sales were not reported to her on a 1099-B. 5. Charlotte's father, Patrick died on August 20, 2017, leaving Charlotte his entire estate. Included in the estate was Patrick's house (115 Second Street, El Paso, TX 79901). Patrick's basis in the residence was $65,000. The fair market value of the residence on August 20, 2017 was $169,000. Charlotte has held the property as a rental property since she received it and has managed it herself, however she is not a real estate professional. To compute the depreciation on the house, Charlotte has allocated $15,000 of the property's basis to the land and the remaining amount to the house. She has depreciated the house using the MACRS rules and conventions applicable to residential real estate. Charlotte has collected rental income of $1,100 per month all year for 2019. The house was occupied during the entire year. She did not pay anyone that would require form 1099 for work related to this house. Income from this property is NOT Qualified Business Income. She incurred the following expenses related to the rental house during the year: Property Insurance Property Taxes Maintenance Depreciation $2,250 $3,150 $1,950 To be computed 6. Charlotte loves horses and enjoys gambling when she has the chance. She went to Las Vegas this year and she lost $15,965 playing blackjack. She had no winnings. It cost $1,300 to travel to Las Vegas. 7. The following is a record of the medical expense that Charlotte paid during the year. The amounts reported are amounts she paid in excess of insurance reimbursements. Health Insurance premiums Prescription medications Prescription medications for Emily Over-the-counter medications Doctor and dentists visits Eyeglasses Physical therapy $4,650 200 600 350 875 250 365 8. Charlotte paid $5,200 in mortgage interest during the year to EPCU credit union. The loan balance on her loan is $39,000. During the year, Charlotte also paid $3,000 in real estate property taxes on this home and $3,270 real property taxes on a cabin she owns in Cloudcroft, NM. 9. Charlotte contributed cash of $1,675 to Community Church during the year. Community Church's address is 333 Narrow Way, El Paso, TX 79905. 10. Charlotte paid $2,689 in Texas sales tax this year. She has kept all her receipts. 11. Charlotte paid $3,000 to Andrew Adult Daycare for Emily's care while she was working. Andrews Adult DayCare employer id# is 85-6587412. They are located at 9601 Durazno Ave, El Paso, TX 79901 2019 Department of the Treasury - Internal Revenue Service (99) OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box. a child but not your dependent. Your first name and middle initial Last name Your social security number If joint return, spouse's first name and middle initial Last name Spouse's social security number You 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 spouse if filing jointly, want $3 to go to this fund. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Checking a box below will not change your tax or refund. Spouse Foreign country name Foreign province/state/county Foreign postal code If more than four dependents, see instructions and here 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, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): (1) First name Last name Child tax credit Credit for other dependents 1 1 2b 3b 4a 4b 4d 5b 6 7a Wages, salaries, tips, etc. Attach Form(s) W.2 2a Tax-exempt interest. 2a b Taxable interest. Attach Sch. B if required 3a Qualified dividends 3a b Ordinary dividends. Attach Sch. Bif required Standard Deduction for 4a IRA distributions b Taxable amount Single or Married 4c Pensions and annuities filing separately. d Taxable amount $12,200 5a Social security benefits 5a b Taxable amount Married filing jointly or Qualifying 6 Capital gain or loss). Attach Schedule D if required. If not required, check here widowler). 7a Other income from Schedule 1, line 9 $24,400 Head of b Add lines 1, 2b, 36, 4b, 40, 56, 6, and 7a. This is your total income household, $18,350 8a Adjustments to income from Schedule 1, line 22 If you checked b Subtract line 8a from line 75. This is your adjusted gross income any box under Standard 9 Standard deduction or itemized deductions (from Schedule A) Deduction, 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 see instructions 11a Add lines 9 and 10. b Taxable income. Subtract line 11a from line 8b. If zero or less, enter-O- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. 7b Ba 8b 9 11a 11b Cat. No. 11320B Form 1040 (2010) 12a 12a b 12b 13a b 13b 14 15 16 17 18 a attach Sch. EIC. If you have 18b 18C combat pay. See 18d 18e 20 20 V Form 1040 (2019) Page 2 Tax (see inst.) Check if any from Form(s): 1 8814 2 4972 3 Add Schedule 2, line 3, and line 12a and enter the total 13a Child tax credit or credit for other dependents. Add Schedule 3, line 7, and line 13a and enter the total 14 Subtract line 136 from line 125. If zero or less, enter - - 15 Other taxes, including self-employment tax, from Schedule 2, line 10 16 Add lines 14 and 15. This is your total tax 17 Federal income tax withheld from Forms W-2 and 1099 If you have a Other payments and refundable credits: qualifying child Earned income credit (EIC). 18a b Additional child tax credit. Attach Schedule 8812 nontaxable American opportunity credit from Form 8863, line 8 instructions d Schedule 3, line 14 Add lines 18a through 18d. These are your total other payments and refundable credits 19 Add lines 17 and 18e. These are your total payments 19 Refund If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here 21a Direct deposit? Routing number Type: Checking Savings See Instructions. Account number 22 Amount of line 20 you want applied to your 2020 estimated tax . Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 23 You Owe 24 Estimated tax penalty (see instructions). 24 Third Party Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions. Yes. Complete below. Designee (Other than Designee's Phone Personal identification paid preparer) name no. number (PIN) 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 belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Here Your signature Date Your occupation If the IRS sent you an identity Protection PIN, enter it here Joint return? (see inst.) See instructions Spouse's signature. If a joint return, 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. (see inst.) Phone no. Email address Preparer's name Preparer's signature PTIN Check if: Paid 3rd Party Designee Preparer Firm's name Phone no. Self-employed Use Only Firm's address Firm's EIN Go to www.irs.gov/Form 1040 for instructions and the latest information. Form 1040 (2010) 22 No Date SCHEDULE 1 (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/Form1040 for instructions and the latest information. Name(s) shown on Form 1040 or 1040-SR OMB No. 1545-0074 2019 Attachment Sequence No. 01 Your social security number 1 2a At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? . Yes No Partl Additional Income Taxable refunds, credits, or offsets of state and local income taxes. 1 2a Alimony received b Date of original divorce or separation agreement (see instructions) 3 Business income or (loss). Attach Schedule C. 3 4 Other gains or losses). 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 11 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 Alimony paid. 18a b Recipient's SSN c Date of original divorce or separation agreement (see instructions) 19 IRA deduction Student loan interest deduction 20 21 Tuition and fees. Attach Form 8917 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040 or 1040-SR, line 8a For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F Schedule 1 (Form 1040 or 1040-SR) 2019 19 20 21 22 OMB No. 1545-0074 SCHEDULE 3 (Form 1040 or 1040-SR) Additional Credits and Payments 2019 Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 or 1040-SR Attach to Form 1040 or 1040-SR. Go to www.irs.gov/Form 1040 for instructions and the latest information. Attachment Sequence No. 03 Your social security number 1 2 3 4 5 6 7 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 8880 5 Residential energy credits. Attach Form 5695 6 Other credits from Form: a 3800 b 8801 c Add lines 1 through 6. Enter here and include on Form 1040 or 1040-SR, line 13b Part II Other Payments and Refundable Credits 8 2019 estimated tax payments and amount applied from 2018 return 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 | 8885 14 Add lines 8 through 13. Enter here and on Form 1040 or 1040-SR, line 18d For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71480G 8 9 10 11 12 13 14 Schedule 3 (Form 1040 or 1040-SR) 2019 SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040 or 1010 SR) Go to www.irs.gov/ScheduleA for instructions and the latest information. (Rev. January 2020) 2019 Attach to Form 1040 or 1040-SR. Attachment Internal Revenue Service (2) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07 Name(s) shown on Form 1040 or 1040-SR Your social security number 1 Medical and Dental Expenses 3 Taxes You Paid Caution: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) 2 Enter amount from Form 1040 or 1040-SR, line 82 3 Multiply line 2 by 7.5% (0.075). 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -o- . 5 State and local taxes. a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box b State and local real estate taxes (see instructions) c State and local personal property taxes d Add lines 5a through 5c. e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) 6 Other taxes. List type and amount 5a 5b 5c 5d 5e 6 Interest You Paid Caution: Your mortgage interest deduction may be imited (see instructions) 7 Add lines 5e and 6 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box... a Home mortgage interest and points reported to you on Form 1098. See instructions if limited b Home mortgage interest not reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address 8a 8c 8d 8e 9 10 10 11 Caution: If you made a gift and 12 13 8b cPoints not reported to you on Form 1098. See instructions for special rules d Mortgage insurance premiums (see instructions) e Add lines 8a through 8d. 9 Investment interest. Attach Form 4952 if required. See instructions. 10 Add lines 8e and 9 Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see Charity instructions 12 Other than by cash or check. If you made any gift of $250 or more, got a benefit for it see instructions. You must attach Form 8283 if over $500. see instructions. 13 Carryover from prior year 14 Add lines 11 through 13. 14 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions 15 Other 16 Other --from list in instructions. List type and amount Itemized Deductions 16 Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Itemized Form 1040 or 1040-SR, line 9 17 Deductions 18 If you elect to itemize 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 1040-SR. Cat. No. 17145C Schedule A (Form 1040 or 1040-SR) 2019 OMB No. 1545-0074 SCHEDULEB (Form 1040 or 1040-SR) Interest and Ordinary Dividends Go to www.irs.gov/Schedule for instructions and the latest information. Attach to Form 1040 or 1040-SR. 2019 Department of the Treasury Internal Revenue Service (59) Name(s) shown on return Attachment Sequence No. 08 Your social security number 1 4 Part 1 1 List name of payer. If any interest is from a seller-financed mortgage and the Amount buyer used the property as a personal residence, see the instructions and list this Interest interest first. Also, show that buyer's social security number and address (See instructions and the instructions for Forms 1040 and 1040-SR, line 2b.) Note: If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the fim's name as the payer and enter the total interest shown on that form. 2 Add the amounts on line 1 2 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815... 3 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b Note: If line 4 is over $1,500, you must complete Part III. Amount Part II 5 List name of payer Ordinary Dividends (See Instructions and the instructions for Forms 1040 and 1040-SR, line 3b.) 5 Note: If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown 6 on that form. Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3 6 Note: If line 6 is over $1,500, you must complete Part III. Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a Yes No foreign account; or (c) received a distribution from, or were a grantor of, or a transferorto, a foreign trust. Foreign Ta At any time during 2019, did you have a financial interest in or signature authority over a financial Accounts account (such as a bank account, securities account, or brokerage account) located in a foreign and Trusts country? See instructions.. Caution: If If "Yes," are you required to file FinCEN Form 114, Report of Foreign Bank and Financial required, failure Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114 to file FinCEN and its instructions for filing requirements and exceptions to those requirements. Form 114 may result in b If you are required to file FinCEN Form 114, enter the name of the foreign country where the substantial financial account is located penalties. See 8 During 2019, did you receive a distribution from, or were you the grantor of, or transferor to, a instructions. foreign trust? If "Yes," you may have to file Form 3520. See instructions For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146 Schedule B (Form 1040 or 1040-SR) 2019 SCHEDULED (Form 1040 or 1040-SR) OMB No. 1545-0074 Capital Gains and Losses Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Schedule for instructions and the latest information. Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10. 2019 Department of the Treasury Internal Revenue Service (99) Name(s) shown on return Attachment Sequence No. 12 Your social security number (g) (d) Proceeds (sales price) (e) Cost to gain or loss from (h) Gain or loss) Subtract column (e) from column (d) and combine the result with column lai 5 Did you dispose of any investment(s) in a qualified opportunity fund during the tax year? Yes No If "Yes," attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss. Part 1 Short-Term Capital Gains and Losses - Generally Assets Held One Year or Less (see instructions) See instructions for how to figure the amounts to enter on the lines below. Adjustments This form may be easier to complete if you round off cents to (or other basis) Form(s) 8949, Parti whole dollars line 2 column (g) 1a Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b. 1b Totals for all transactions reported on Form(s) 8949 with Box A checked 2 Totals for all transactions reported on Form(s) 8949 with Box B checked 3 Totals for all transactions reported on Form(s) 8949 with Box C checked 4 Short-term gain from Form 6252 and short-term gain or loss) from Forms 4684, 6781, and 8824 4 5 Net short-term gain or loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in the instructions 6 7 Net short-term capital gain or loss). Combine lines 1a through 6 in column (h). If you have any long- term capital gains or losses, go to Part II below. Otherwise, go to Part III on the back 7 Part II Long-Term Capital Gains and Losses - Generally Assets Held More Than One Year (see instructions) See instructions for how to figure the amounts to enter on the lines below. (d) le) Adjustments Subtract column (e) Proceeds to gain or loss from from column (d) and This form may be easier to complete if you round off cents to (sales price) (or other basis) Fomis) 1949, Part II, combine the result whole dollars line 2 column (g) with column g) 8a Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b 8b Totals for all transactions reported on Form(s) 8949 with Box D checked 9 Totals for all transactions reported on Form(s) 8949 with Box E checked 10 Totals for all transactions reported on Form(s) 8949 with Box F checked... 11 Gain from Form 4797, Part 1; long-term gain from Forms 2439 and 6252; and long-term gain or loss) from Forms 4684, 6781, and 8824 12 Net long-term gain or loss) from partnerships, Scorporations, estates, and trusts from Schedule(s) K-1 13 Capital gain distributions. See the instructions 14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions 14 15 Net long-term capital gain or loss). Combine lines 8a through 14 in column (h). Then go to Part III on the back For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11338H Schedule D (Form 1040 or 1040-SR) 2019 (g) (h) Gain or loss) Cost 11 12 13 15 Page 2 Schedule D (Form 1040 or 1040-SR) 2019 Part III Summary 16 16 Combine lines 7 and 15 and enter the result If line 16 is a gain, enter the amount from line 16 on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14. Then go to line 17 below. If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete line 22. If line 16 is zero, skip lines 17 through 21 below and enter -- on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14. Then go to line 22. 17 Are lines 15 and 16 both gains? Yes. Go to line 18. No. Skip lines 18 through 21, and go to line 22. 18 18 If you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the amount, if any, from line 7 of that worksheet 19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see instructions), enter the amount, if any, from line 18 of that worksheet 19 20 Are lines 18 and 19 both zero or blank? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Forms 1040 and 1040-SR, line 12a (or in the instructions for Form 1040-NR, line 42). Don't complete lines 21 and 22 below. No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21 and 22 below. 21 If line 16 is a loss, enter here and on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14, the smaller of: The loss on line 16; or ($3,000), or if married filing separately, ($1,500) Note: When figuring which amount is smaller, treat both amounts as positive numbers. 21 22 Do you have qualified dividends on Form 1040 or 1040-SR, line 3a; or Form 1040-NR, line 10b? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Forms 1040 and 1040-SR, line 12a (or in the instructions for Form 1040-NR, line 42). No. Complete the rest of Form 1040, 1040-SR, or 1040-NR. Schedule D (Form 1040 or 1040-SR) 2019 SCHEDULE E Supplemental Income and Loss OMB No. 1545-0074 (Form 1040 or 1040-SR) (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICS, etc.) 2019 Department of the Treasury Attach to Form 1040, 1040-SR, 1040-NR, or 1041. Attachment Internal Revenue Service (99) Go to www.irs.gov/Schedule for instructions and the latest information. Sequence No. 13 Name(s) shown on return Your social security number 3 4 5 6 8 9 8 9 Part Income or Loss From Rental Real Estate and Royalties Note: If you are in the business of renting personal property, use Schedule C (see instructions). If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40. A Did you make any payments in 2019 that would require you to file Form(s) 1099? (see instructions) Yes No B If "Yes," did you or will you file required Forms 1099? Yes No 1a Physical address of each property (street, city, state, ZIP code) A B 1b Type of Property 2 For each rental real estate property listed Fair Rental Personal Use QJV (from list below) above, report the number of fair rental and Days Days personal use days. Check the QJV box only if you meet the requirements to file as A B a qualified joint venture. See instructions. B Type of Property: 1 Single Family Residence 3 Vacation/Short-Term Rental 5 Land 7 Self-Rental 2 Multi-Family Residence 4 Commercial 6 Royalties 8 Other (describe) Income: Properties: B 3 Rents received 4 Royalties received Expenses: 5 Advertising 6 Auto and travel (see instructions) 7 Cleaning and maintenance 7 Commissions. Insurance 10 Legal and other professional fees. 10 11 Management fees 11 12 Mortgage interest paid to banks, etc. (see instructions) 12 13 Other interest 13 14 Repairs. 15 Supplies 15 16 Taxes 16 17 Utilities 17 18 Depreciation expense or depletion 18 19 Other (list) 19 20 Total expenses. Add lines 5 through 19 20 21 Subtract line 20 from line 3 (rents) and/or 4 (royalties). If result is a (loss), see instructions to find out if you must file Form 6198 21 22 Deductible rental real estate loss after limitation, if any, on Form 8582 (see instructions) 22 23a Total of all amounts reported on line 3 for all rental properties 23a b Total of all amounts reported on line 4 for all royalty properties 23b c Total of all amounts reported on line 12 for all properties 23c d Total of all amounts reported on line 18 for all properties 23d e Total of all amounts reported on line 20 for all properties 23e 24 Income. Add positive amounts shown on line 21. Do not include any losses 24 25 Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here. 25 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Schedule 1 (Form 1040 or 1040-SR), line 5, or Form 1040-NR, line 18. Otherwise, include this amount in the total on line 41 on page 2. 26 For Paperwork Reduction Act Notice, see the separate instructions. Cat. No. 11344 Schedule E (Form 1040 or 1040-SR) 2019 14 Schedule E (Form 1040 or 1040-SA) 2019 Name(s) shown on return. Do not enter name and social security number if shown on other side. Attachment Sequence No. 13 Your social security number Page 2 Caution: The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1. Part II Income or Loss From Partnerships and S Corporations - Note: If you report a loss, receive a distribution, dispose of stock, or receive a loan repayment from an Scorporation, you must check the box in column (e) on line 28 and attach the required basis computation. If you report a loss from an at-risk activity for which any amount is not at risk, you must check the box in column (f) on line 28 and attach Form 6198 (see instructions). 27 Are you reporting any loss not allowed in a prior year due to the at-risk or basis limitations, a prior year unallowed loss from a passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? If you answered "Yes," see instructions before completing this section. Yes No 28 (b) Enter P for (a) Name (c) Check it (d) Employer (1) Check it (e) Check it partnership: S foreign identification basis computation any amount is for S corporation partnership number is required A 11 not at risk B 30 D Passive Income and Loss Nonpassive Income and Loss (9) Passive loss allowed (h) Passive Income (0) Nonpassive loss allowed 0) Section 179 expense (k) Nonpassive income (attach Form 8582 if required) from Schedule K-1 (see Schedule K-1) deduction from Form 4562 from Schedule K-1 A B D 29a Totals b Totals Add columns (h) and (k) of line 29a. 30 31 Add columns (9), (), and () of line 29b. 31 32 Total partnership and S corporation income or loss). Combine lines 30 and 31 32 Part III Income or Loss From Estates and Trusts 33 (a) Name (b) Employer identification number A B Passive Income and Loss Nonpassive Income and Loss (c) Passive deduction or loss allowed (d) Passive income (e) Deduction or loss in Other income from (attach Form 8582 if required) from Schedule K-1 from Schedule K-1 Schedule K-1 A B 34a Totals b Totals 35 Add columns (d) and (1) of line 34a 35 36 Add columns (c) and (e) of line 34b 36 37 Total estate and trust income or loss). Combine lines 35 and 36 37 Part IV Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual Holder 38 (b) Employer identification (c) Excess inclusion from (a) Name (d) Taxable income inet loss) Schedules, line 26 (e) Income from number (see instructions) from Schedules a, line 1b Schedules a, line 3b 40 41 39 Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below 39 Part V Summary Net farm rental income or loss) from Form 4835. Also, complete line 42 below. 40 Total income or loss). Combine lines 26, 32, 37, 39, and 40. Enter the result here and on Schedule 1 (Form 1040 or 1040-SA), Ine 5, or Form 1040-NR, ine 18 41 42 Reconciliation of farming and fishing income. Enter your gross farming and fishing income reported on Form 4835, line 7; Schedule K-1 (Form 1065), box 14, code B; Schedule K-1 (Form 1120-S), box 17, code AC; and Schedule K-1 (Form 1041), box 14, code F (see instructions) 42 Reconciliation for real estate professionals. If you were a real estate professional (see instructions), enter the net income or loss) you reported anywhere on Form 1040, Form 1040-SR, or Form 1040-NR from all rental real estate activities in which you materially participated under the passive activity loss rules Schedule E (Form 1040 or 1040-SR) 2019 43 43 OMB No. 1545-0074 Form8949 Sales and Other Dispositions of Capital Assets Go to www.irs.gov/Form8949 for instructions and the latest information. 2019 Department of the Treasury Attachment Internal Revenue Service File with your Schedule D to list your transactions for lines 16, 2, 3, 85, 9, and 10 of Schedule D. Sequence No. 12A Name(s) shown on return Social security number or taxpayer identification number Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute staternent(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. Partl Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (see instructions). For long-term transactions, see page 2 Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box check you need. (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) (B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS (C) Short-term transactions not reported to you on Form 1099-B Adjustment, if any, to gain or loss. If you enter an amount in column (gl. (b) c) d) Cost or other basis. enter a code in column (1) Gain or lossl. Description of property Date acquired See the Note below See the separate instructions. Subtract column (e) (Example: 100 sh.XYZ Co.) Moday. yr) Mo. day, yr) see instructions) from column (d) and instructions Code(s) from Amount of with column (g) adjustment 1 le) (h) Date sold or disposed of Proceeds sales price and see Column la in the separate combine the result instructions 2 Totals. Add the amounts in columns (d), (e), l), and ((subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 0f Box B above is checked), or line 3 (f Box C above is checked) Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 377682 Form 8949 (2010) Form 8949 (2019) Name's shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Attachment Sequence No. 12A Page 2 Social security number or taxpayer identification number Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. Part II Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see instructions). For short-term transactions, see page 1. Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) (E) Long-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS (F) Long-term transactions not reported to you on Form 1099-B Adjustment, if any, to gain or loss. If you enter an amount in columnal. (c) Id Cost or other basis. Gain or lossl. Description of property Proceeds Date sold or See the Note below. See the separate instructions Date acquired disposed of and see Column (e) (Example: 100 sh.XYZ Co.) from column (d) and (Mo.day. Mo, day. y see instructions in the separate instructions Amount of instructions adjustment 1 le) ih enter a code in column in (a) b) Subtract column] sales price g) Code(s) from combine the result with column) 2 Totals. Add the amounts in columns (d), (e), (g), and ((subtract negative amounts). Enter each total here and include on your Schedule D, line 8b (if Box D above is checked), line 901 Box E above is checked) or line 10 ( Box F above is checked) Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column() in the separate instructions for how to figure the amount of the adjustment. Form 8949 (2019 OMB No. 1545-0074 2441 Form 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. 1040 1040-SR 1040-NR Department of the Treasury Internal Revenue Service (99) Name(s) shown on return 2019 2441 Attachment Sequence No. 21 Your social security number 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 1 Persons or Organizations Who Provided the Care-You must complete this part. (If you have more than two care providers, see the instructions.) (a) Care provider's (b) Address (c) Identifying number (d) Amount paid (number, street, apt. no., city, state, and ZIP code) (SSN or EIN) see instructions) 1 name Did you receive No Complete only Part II below. dependent care benefits? Yes Complete Part Ill 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 or 1040-SR), line 7a; or Form 1040-NR, line 59a. 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 (c) Qualified expenses you Security number incurred and paid in 2019 for the First Last person listed in column(a) 3 3 4 5 5 6 6 7 Decimal amount is 27 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 4 Enter your earned income. See instructions 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 Enter the smallest of line 3, 4, or 5 Enter the amount from Form 1040 or 1040-SR, line 8b; or Form 1040-NR, line 35 7 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: But not But not Decimal Over over amount is Over over $0-15,000 .35 $29,000-31,000 15,000-17,000 31,000 -33,000 17,000-19,000 .33 33,000-35,000 25 19,000 -21,000 35,000 -37,000 .24 21,000 -23,000 .31 37,000 -39,000 .23 23,000 -25,000 .30 39,000-41,000 .22 25,000 -27,000 41,000 -43,000 21 27,000 -29,000 28 43,000-No limit .20 9 Multiply line 6 by the decimal amount on line 8. If you paid 2018 expenses in 2019, see the instructions 10 Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions 10 11 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10 here and on Schedule 3 (Form 1040 or 1040-SR), line 2; or Form 1040-NR, line 47 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11862M .34 .26 8 X. .32 .29 11 Form 2441 (2019) Page 2 12 13 14 15 16 17 18 19 20 Form 2441 (2019) Part III Dependent Care Benefits 12 Enter the total amount of dependent care benefits you received in 2019. Amounts you received as an employee should be shown in box 10 of your Form(s) W-2. Don't include amounts reported as wages in box 1 of Form(s) W-2. If you were self-employed or a partner, include amounts you received under a dependent care assistance program from your sole proprietorship or partnership. 13 Enter the amount, if any, you carried over from 2018 and used in 2019 during the grace period. See instructions 14 Enter the amount, if any, you forfeited or carried forward to 2020. See instructions 15 Combine lines 12 through 14. See instructions 16 Enter the total amount of qualified expenses incurred in 2019 for the care of the qualifying person(s). 17 Enter the smaller of line 15 or 16. 18 Enter your earned income. See instructions 19 Enter the amount shown below that applies to you. If married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was disabled, see the instructions for line 5). If married filing separately, see instructions. All others, enter the amount from line 18. 20 Enter the smallest of line 17, 18, or 19 21 Enter $5,000 ($2,500 if married filing separately and you were required to enter your spouse's earned income on line 19) 21 22 Is any amount on line 12 from your sole proprietorship or partnership? No. Enter-O- Yes. Enter the amount here 23 Subtract line 22 from line 15 23 24 Deductible benefits. Enter the smallest of line 20, 21, or 22. Also, include this amount on the appropriate line(s) of your return. See instructions. 25 Excluded benefits. If you checked "No" on line 22, enter the smaller of line 20 or 21. Otherwise, subtract line 24 from the smaller of line 20 or line 21. If zero or less, enter-O-.. 26 Taxable benefits. Subtract line 25 from line 23. If zero or less, enter -O-. Also, include this amount on Form 1040 or 1040-SR, line 1; or Form 1040-NR, line 8. On the dotted line next to Form 1040 or 1040-SR, line 1; or Form 1040-NR, line 8, enter "DCB". To claim the child and dependent care credit, complete lines 27 through 31 below. 27 Enter $3,000 ($6,000 if two or more qualifying persons) 28 Add lines 24 and 25. 29 Subtract line 28 from line 27. If zero or less, stop. You can't take the credit. Exception. If you paid 2018 expenses in 2019, see the instructions for line 9. 30 Complete line 2 on the front of this form. Don't include in column (c) any benefits shown on line 28 above. Then, add the amounts in column (c) and enter the total here. 31 Enter the smaller of line 29 or 30. Also, enter this amount on line 3 on the front of this form and complete lines 4 through 11 22 24 25 26 27 28 29 30 31 Form 2441 (2019) Facts: 1. Charlotte Brown (unmarried) is employed as an office manager at the main office of Currier, Ellis & Acton Law firm. Charlotte lives in a home she purchased 15 years ago. Charlotte lived in her home with her daughter Emily Brown and Charlotte's younger sister Anne for the entire year. Emily is disabled and receives $3,550 of income each year housesitting for neighbors. Emily is able to save these funds because Charlotte provides all of Emily's support. Charlotte also provides all of the support for her sister Anne Brown. Anne is a writer and sold her first book in 2019 and earned $5,000. Charlotte provided the following additional information: Charlotte lives at 632 Old Bridge Road, El Paso, TX 79904. Charlotte's birthday is 2/18/1971 and her Social Security number is 544-67-8862. Emily's birthday is 7/9/1998 and her Social Security number is 598-12-8569. Anne's birthday is 3/14/1973 and her Social Security number is 564-97-7241 Charlotte does not have any foreign bank accounts or trusts. Charlotte, Anne and Emily have health insurance. Charlotte did not acquire, sell or exchange any virtual currency 2. Charlotte received a Form W-2 from Currier, Ellis & Acton Law Firm (her employer) that contained the following information: Wages: $91,000 Federal income tax withheld: 8,965 Social Security tax withheld: 5,642 Medicare tax withheld: 1,320 State income tax withheld: 0 3. Charlotte received $450 municipal bond interest from City of El Paso Bonds, $1,310 in interest income from her bank GECU, She also received a $6,530 dividend from Heather Vine Corp. and an $925 dividend from Heathcliff Inc. Both dividends were qualified dividends. 4. Charlotte sold 2,500 shares of Windmoor stock for $20 a share on October 2, 2019. She purchased the stock on June 12, 2009, for $14 a share. There was a commission charge of $72 on the sale of these shares. She also sold 705 shares of Bleakrock stock for $23 a share on February 25, 2019. She purchased the stock for $61 a share on October 2, 2016. Both of these sales were not reported to her on a 1099-B. 5. Charlotte's father, Patrick died on August 20, 2017, leaving Charlotte his entire estate. Included in the estate was Patrick's house (115 Second Street, El Paso, TX 79901). Patrick's basis in the residence was $65,000. The fair market value of the residence on August 20, 2017 was $169,000. Charlotte has held the property as a rental property since she received it and has managed it herself, however she is not a real estate professional. To compute the depreciation on the house, Charlotte has allocated $15,000 of the property's basis to the land and the remaining amount to the house. She has depreciated the house using the MACRS rules and conventions applicable to residential real estate. Charlotte has collected rental income of $1,100 per month all year for 2019. The house was occupied during the entire year. She did not pay anyone that would require form 1099 for work related to this house. Income from this property is NOT Qualified Business Income. She incurred the following expenses related to the rental house during the year: Property Insurance Property Taxes Maintenance Depreciation $2,250 $3,150 $1,950 To be computed 6. Charlotte loves horses and enjoys gambling when she has the chance. She went to Las Vegas this year and she lost $15,965 playing blackjack. She had no winnings. It cost $1,300 to travel to Las Vegas. 7. The following is a record of the medical expense that Charlotte paid during the year. The amounts reported are amounts she paid in excess of insurance reimbursements. Health Insurance premiums Prescription medications Prescription medications for Emily Over-the-counter medications Doctor and dentists visits Eyeglasses Physical therapy $4,650 200 600 350 875 250 365 8. Charlotte paid $5,200 in mortgage interest during the year to EPCU credit union. The loan balance on her loan is $39,000. During the year, Charlotte also paid $3,000 in real estate property taxes on this home and $3,270 real property taxes on a cabin she owns in Cloudcroft, NM. 9. Charlotte contributed cash of $1,675 to Community Church during the year. Community Church's address is 333 Narrow Way, El Paso, TX 79905. 10. Charlotte paid $2,689 in Texas sales tax this year. She has kept all her receipts. 11. Charlotte paid $3,000 to Andrew Adult Daycare for Emily's care while she was working. Andrews Adult DayCare employer id# is 85-6587412. They are located at 9601 Durazno Ave, El Paso, TX 79901 2019 Department of the Treasury - Internal Revenue Service (99) OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box. a child but not your dependent. Your first name and middle initial Last name Your social security number If joint return, spouse's first name and middle initial Last name Spouse's social security number You 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 spouse if filing jointly, want $3 to go to this fund. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Checking a box below will not change your tax or refund. Spouse Foreign country name Foreign province/state/county Foreign postal code If more than four dependents, see instructions and here 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, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): (1) First name Last name Child tax credit Credit for other dependents 1 1 2b 3b 4a 4b 4d 5b 6 7a Wages, salaries, tips, etc. Attach Form(s) W.2 2a Tax-exempt interest. 2a b Taxable interest. Attach Sch. B if required 3a Qualified dividends 3a b Ordinary dividends. Attach Sch. Bif required Standard Deduction for 4a IRA distributions b Taxable amount Single or Married 4c Pensions and annuities filing separately. d Taxable amount $12,200 5a Social security benefits 5a b Taxable amount Married filing jointly or Qualifying 6 Capital gain or loss). Attach Schedule D if required. If not required, check here widowler). 7a Other income from Schedule 1, line 9 $24,400 Head of b Add lines 1, 2b, 36, 4b, 40, 56, 6, and 7a. This is your total income household, $18,350 8a Adjustments to income from Schedule 1, line 22 If you checked b Subtract line 8a from line 75. This is your adjusted gross income any box under Standard 9 Standard deduction or itemized deductions (from Schedule A) Deduction, 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 see instructions 11a Add lines 9 and 10. b Taxable income. Subtract line 11a from line 8b. If zero or less, enter-O- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. 7b Ba 8b 9 11a 11b Cat. No. 11320B Form 1040 (2010) 12a 12a b 12b 13a b 13b 14 15 16 17 18 a attach Sch. EIC. If you have 18b 18C combat pay. See 18d 18e 20 20 V Form 1040 (2019) Page 2 Tax (see inst.) Check if any from Form(s): 1 8814 2 4972 3 Add Schedule 2, line 3, and line 12a and enter the total 13a Child tax credit or credit for other dependents. Add Schedule 3, line 7, and line 13a and enter the total 14 Subtract line 136 from line 125. If zero or less, enter - - 15 Other taxes, including self-employment tax, from Schedule 2, line 10 16 Add lines 14 and 15. This is your total tax 17 Federal income tax withheld from Forms W-2 and 1099 If you have a Other payments and refundable credits: qualifying child Earned income credit (EIC). 18a b Additional child tax credit. Attach Schedule 8812 nontaxable American opportunity credit from Form 8863, line 8 instructions d Schedule 3, line 14 Add lines 18a through 18d. These are your total other payments and refundable credits 19 Add lines 17 and 18e. These are your total payments 19 Refund If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here 21a Direct deposit? Routing number Type: Checking Savings See Instructions. Account number 22 Amount of line 20 you want applied to your 2020 estimated tax . Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 23 You Owe 24 Estimated tax penalty (see instructions). 24 Third Party Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions. Yes. Complete below. Designee (Other than Designee's Phone Personal identification paid preparer) name no. number (PIN) 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 belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Here Your signature Date Your occupation If the IRS sent you an identity Protection PIN, enter it here Joint return? (see inst.) See instructions Spouse's signature. If a joint return, 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. (see inst.) Phone no. Email address Preparer's name Preparer's signature PTIN Check if: Paid 3rd Party Designee Preparer Firm's name Phone no. Self-employed Use Only Firm's address Firm's EIN Go to www.irs.gov/Form 1040 for instructions and the latest information. Form 1040 (2010) 22 No Date SCHEDULE 1 (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/Form1040 for instructions and the latest information. Name(s) shown on Form 1040 or 1040-SR OMB No. 1545-0074 2019 Attachment Sequence No. 01 Your social security number 1 2a At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? . Yes No Partl Additional Income Taxable refunds, credits, or offsets of state and local income taxes. 1 2a Alimony received b Date of original divorce or separation agreement (see instructions) 3 Business income or (loss). Attach Schedule C. 3 4 Other gains or losses). 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 11 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 Alimony paid. 18a b Recipient's SSN c Date of original divorce or separation agreement (see instructions) 19 IRA deduction Student loan interest deduction 20 21 Tuition and fees. Attach Form 8917 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040 or 1040-SR, line 8a For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F Schedule 1 (Form 1040 or 1040-SR) 2019 19 20 21 22 OMB No. 1545-0074 SCHEDULE 3 (Form 1040 or 1040-SR) Additional Credits and Payments 2019 Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 or 1040-SR Attach to Form 1040 or 1040-SR. Go to www.irs.gov/Form 1040 for instructions and the latest information. Attachment Sequence No. 03 Your social security number 1 2 3 4 5 6 7 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 8880 5 Residential energy credits. Attach Form 5695 6 Other credits from Form: a 3800 b 8801 c Add lines 1 through 6. Enter here and include on Form 1040 or 1040-SR, line 13b Part II Other Payments and Refundable Credits 8 2019 estimated tax payments and amount applied from 2018 return 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 | 8885 14 Add lines 8 through 13. Enter here and on Form 1040 or 1040-SR, line 18d For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71480G 8 9 10 11 12 13 14 Schedule 3 (Form 1040 or 1040-SR) 2019 SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040 or 1010 SR) Go to www.irs.gov/ScheduleA for instructions and the latest information. (Rev. January 2020) 2019 Attach to Form 1040 or 1040-SR. Attachment Internal Revenue Service (2) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07 Name(s) shown on Form 1040 or 1040-SR Your social security number 1 Medical and Dental Expenses 3 Taxes You Paid Caution: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) 2 Enter amount from Form 1040 or 1040-SR, line 82 3 Multiply line 2 by 7.5% (0.075). 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -o- . 5 State and local taxes. a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box b State and local real estate taxes (see instructions) c State and local personal property taxes d Add lines 5a through 5c. e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) 6 Other taxes. List type and amount 5a 5b 5c 5d 5e 6 Interest You Paid Caution: Your mortgage interest deduction may be imited (see instructions) 7 Add lines 5e and 6 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box... a Home mortgage interest and points reported to you on Form 1098. See instructions if limited b Home mortgage interest not reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address 8a 8c 8d 8e 9 10 10 11 Caution: If you made a gift and 12 13 8b cPoints not reported to you on Form 1098. See instructions for special rules d Mortgage insurance premiums (see instructions) e Add lines 8a through 8d. 9 Investment interest. Attach Form 4952 if required. See instructions. 10 Add lines 8e and 9 Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see Charity instructions 12 Other than by cash or check. If you made any gift of $250 or more, got a benefit for it see instructions. You must attach Form 8283 if over $500. see instructions. 13 Carryover from prior year 14 Add lines 11 through 13. 14 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions 15 Other 16 Other --from list in instructions. List type and amount Itemized Deductions 16 Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Itemized Form 1040 or 1040-SR, line 9 17 Deductions 18 If you elect to itemize 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 1040-SR. Cat. No. 17145C Schedule A (Form 1040 or 1040-SR) 2019 OMB No. 1545-0074 SCHEDULEB (Form 1040 or 1040-SR) Interest and Ordinary Dividends Go to www.irs.gov/Schedule for instructions and the latest information. Attach to Form 1040 or 1040-SR. 2019 Department of the Treasury Internal Revenue Service (59) Name(s) shown on return Attachment Sequence No. 08 Your social security number 1 4 Part 1 1 List name of payer. If any interest is from a seller-financed mortgage and the Amount buyer used the property as a personal residence, see the instructions and list this Interest interest first. Also, show that buyer's social security number and address (See instructions and the instructions for Forms 1040 and 1040-SR, line 2b.) Note: If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the fim's name as the payer and enter the total interest shown on that form. 2 Add the amounts on line 1 2 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815... 3 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b Note: If line 4 is over $1,500, you must complete Part III. Amount Part II 5 List name of payer Ordinary Dividends (See Instructions and the instructions for Forms 1040 and 1040-SR, line 3b.) 5 Note: If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown 6 on that form. Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3 6 Note: If line 6 is over $1,500, you must c