here is the link for last form

file:///C:/Users/PopcornLover/Downloads/Form%20Packet.pdf

Please prepare the required 2018 tax forms for Tony and Sara Jordan. FACTS Tony and Sara Jordan had an unusual year in 2018, or at least they thought so, and they are looking for help with their tax return. Tony's grandfather died in 2017 and left him an investment portfolio and cash as an inheritance. This windfall meant that Tony could pursue his dream of earning a law degree by using some of the cash and selling the stock as needed to help pay unexpected expenses. When Tony was accepted into the Fall 2018 law school class at Lone Star State University, the couple decided to leave their home in Atlanta to move to Austin, Texas. They planned to use some of the cash to pay law school tuition and for the down payment on a condo in Austin. The inheritance also meant that Sara, a physical therapist working for a hospital in Atlanta until the end of 2017, was able to stay at home with their new daughter Natalie (SSN 032-01-4598) from when she was born in January 2018 until the move to Austin. Sara's parents lived in Austin so she had their help taking care of Natalie when they were not home during the day and Sara started a new job with Dell Children's Medical Center at the beginning of August 2018. Tony was working as a Benefits Administrator in Atlanta up until the move but Sara was the sole breadwinner after the move to Austin. Tony and Sara actually met at a casino in Vegas, and they have continued to have fun gambling throughout the years. Neither had ever hit it big before, but in November this year Sara won $18,500 playing roulette. Tony on the other hand was not so lucky, trying to outdo Sara he lost $10,000 when he bet it all on black. In addition to the information supplied in their income and expense reporting forms that they received from third parties, they have gathered the following additional information for use in preparing their 2018 tax return. Moving Expenses: The couple started to pack up all of the belongings that they had accumulated since they had moved to Atlanta in 2015 and quickly realized that they had a lot of things they would not use or need in their new home. So they boxed those up separately and took them to Goodwill. Sara estimated that the thrift shop value of those items was about $300. Prior to the move they spent $895 on airfare and a rental car to visit Austin to look for a condo to buy. The mover charged them $3,750 for the household goods and they drove their car the 928 miles to Austin themselves. It was a tough haul but they both enjoyed driving and so they managed to avoid having to stop for the night, although they did spend S67 on meals during the trip. They stayed with Sara's parents for the few days prior to closing on the condo on July 12, 2018 Medical Expenses: Tony and Sara were very grateful to have great health insurance coverage through their employers, because they had a few medical issues during the year. Their co-pays for prescriptions was $1,376 for the year and they also paid S3,450 for doctor visits and $8,120 for hospital stays. Their employers in Atlanta paid 100% of their health insurance premiums and Dell Medical contributed 75% of the premiums for their family coverage from August through December Sara's 25% share of the premiums was deducted pre-tax from her paycheck each month. Condo Expenses: Because of the cash inherited from Tony's grandfather, the couple was able to put a 20% down payment on their condo which meant that they did not have to secure a private mortgage insurance policy. The closing costs were covered by the seller as negotiated in the purchase contract so their only extra expenses for the year were their mortgage payments to Wells Fargo and their property taxes to Travis County Other Expenses Tony and Sara's employers both provided them the option of making charitable contributions through payroll deduction. Together they contributed $7,850 to the United Way. Sara was required to wear a uniform at work and spent $850 on uniforms during the year. She also paid S500 in annual dues to the American Physical Therapy Association. See Exhibit A for related source documents. Note: Since we have not yet discussed Credits in detail in this class, on Line 12 of Form 1040 you need to account for the Taxpayers taking the maximum credit allowed for the Child Tax Credit (one child) and the Lifetime Leaning Credit (Tony's tuition). You do not need to fill out any additional forms, just put the maximum they can take on Line 12 of Form 1040 Department of the Treasury-Intenal Revenue Service U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing status: Single Your first name and initial Maried filing jointly Maried filing separately Last name Head of householdQualifying widow(er) Your social security number Your standard deduction: Someone can claim you as a dependent You were born before January 2, 1954 You are blind If joint return, spouse's first name and initial Last name Spouse's social security number Spouse standard deduction: Someone can claim your spouse as a dependent Spouse itemizes on a separate return or you were dual-status alien Spouse was bom before January 2, 1954 Full-year health care coverage or exempt (see inst.) Spouse is blind Home address (number and street). If you have a P.O. box, see instructions. Apt. no.Presidential Election Campaign (see inst.) Y You Spouse City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. If more than four dependents, see inst. and here Dependents (see instructions): (1) First name (2) Social securitynumber 3 (3) Relationship to you (4)if qualfies for (see inst.): Last name Child tax credit Credit for other dependents Under penalties of perjury, I declare that I have examined this returm and accompanying schedules and statements, and to the best of my knowledge and belief, they are true correct, and complete. Declaration of preparer (ather than taxpayer) is based on all information of which preparer has any knowledge. Sign Here Joint return? See instructions. Keep a copy for your records. If the IRS sent you an ldentity PIN, enter it here (see inst If the IRS sent you an ldentity Protection PIN, enter it here (see inst Your signature Date Your occupation Protection Spouse's signature. If a joint retum, both must sign. Date Spouse's occupation Paid Preparer's name Preparer's signature PTIN Firm's EIN Check it: 3rd Party Designee Preparer Use Only Firm's name Phone no Firm's address For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2018 Please prepare the required 2018 tax forms for Tony and Sara Jordan. FACTS Tony and Sara Jordan had an unusual year in 2018, or at least they thought so, and they are looking for help with their tax return. Tony's grandfather died in 2017 and left him an investment portfolio and cash as an inheritance. This windfall meant that Tony could pursue his dream of earning a law degree by using some of the cash and selling the stock as needed to help pay unexpected expenses. When Tony was accepted into the Fall 2018 law school class at Lone Star State University, the couple decided to leave their home in Atlanta to move to Austin, Texas. They planned to use some of the cash to pay law school tuition and for the down payment on a condo in Austin. The inheritance also meant that Sara, a physical therapist working for a hospital in Atlanta until the end of 2017, was able to stay at home with their new daughter Natalie (SSN 032-01-4598) from when she was born in January 2018 until the move to Austin. Sara's parents lived in Austin so she had their help taking care of Natalie when they were not home during the day and Sara started a new job with Dell Children's Medical Center at the beginning of August 2018. Tony was working as a Benefits Administrator in Atlanta up until the move but Sara was the sole breadwinner after the move to Austin. Tony and Sara actually met at a casino in Vegas, and they have continued to have fun gambling throughout the years. Neither had ever hit it big before, but in November this year Sara won $18,500 playing roulette. Tony on the other hand was not so lucky, trying to outdo Sara he lost $10,000 when he bet it all on black. In addition to the information supplied in their income and expense reporting forms that they received from third parties, they have gathered the following additional information for use in preparing their 2018 tax return. Moving Expenses: The couple started to pack up all of the belongings that they had accumulated since they had moved to Atlanta in 2015 and quickly realized that they had a lot of things they would not use or need in their new home. So they boxed those up separately and took them to Goodwill. Sara estimated that the thrift shop value of those items was about $300. Prior to the move they spent $895 on airfare and a rental car to visit Austin to look for a condo to buy. The mover charged them $3,750 for the household goods and they drove their car the 928 miles to Austin themselves. It was a tough haul but they both enjoyed driving and so they managed to avoid having to stop for the night, although they did spend S67 on meals during the trip. They stayed with Sara's parents for the few days prior to closing on the condo on July 12, 2018 Medical Expenses: Tony and Sara were very grateful to have great health insurance coverage through their employers, because they had a few medical issues during the year. Their co-pays for prescriptions was $1,376 for the year and they also paid S3,450 for doctor visits and $8,120 for hospital stays. Their employers in Atlanta paid 100% of their health insurance premiums and Dell Medical contributed 75% of the premiums for their family coverage from August through December Sara's 25% share of the premiums was deducted pre-tax from her paycheck each month. Condo Expenses: Because of the cash inherited from Tony's grandfather, the couple was able to put a 20% down payment on their condo which meant that they did not have to secure a private mortgage insurance policy. The closing costs were covered by the seller as negotiated in the purchase contract so their only extra expenses for the year were their mortgage payments to Wells Fargo and their property taxes to Travis County Other Expenses Tony and Sara's employers both provided them the option of making charitable contributions through payroll deduction. Together they contributed $7,850 to the United Way. Sara was required to wear a uniform at work and spent $850 on uniforms during the year. She also paid S500 in annual dues to the American Physical Therapy Association. See Exhibit A for related source documents. Note: Since we have not yet discussed Credits in detail in this class, on Line 12 of Form 1040 you need to account for the Taxpayers taking the maximum credit allowed for the Child Tax Credit (one child) and the Lifetime Leaning Credit (Tony's tuition). You do not need to fill out any additional forms, just put the maximum they can take on Line 12 of Form 1040 Department of the Treasury-Intenal Revenue Service U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing status: Single Your first name and initial Maried filing jointly Maried filing separately Last name Head of householdQualifying widow(er) Your social security number Your standard deduction: Someone can claim you as a dependent You were born before January 2, 1954 You are blind If joint return, spouse's first name and initial Last name Spouse's social security number Spouse standard deduction: Someone can claim your spouse as a dependent Spouse itemizes on a separate return or you were dual-status alien Spouse was bom before January 2, 1954 Full-year health care coverage or exempt (see inst.) Spouse is blind Home address (number and street). If you have a P.O. box, see instructions. Apt. no.Presidential Election Campaign (see inst.) Y You Spouse City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. If more than four dependents, see inst. and here Dependents (see instructions): (1) First name (2) Social securitynumber 3 (3) Relationship to you (4)if qualfies for (see inst.): Last name Child tax credit Credit for other dependents Under penalties of perjury, I declare that I have examined this returm and accompanying schedules and statements, and to the best of my knowledge and belief, they are true correct, and complete. Declaration of preparer (ather than taxpayer) is based on all information of which preparer has any knowledge. Sign Here Joint return? See instructions. Keep a copy for your records. If the IRS sent you an ldentity PIN, enter it here (see inst If the IRS sent you an ldentity Protection PIN, enter it here (see inst Your signature Date Your occupation Protection Spouse's signature. If a joint retum, both must sign. Date Spouse's occupation Paid Preparer's name Preparer's signature PTIN Firm's EIN Check it: 3rd Party Designee Preparer Use Only Firm's name Phone no Firm's address For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2018