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Hi, It's Shady Slim again. I just got back from my 55th birthday party, and I'm told that you need some more information from me
Hi, It's Shady Slim again. I just got back from my 55th birthday party, and I'm told that you need some more information from me in order to complete my tax return. I'm an open bookIll tell you whatever I think you need to know. Let me tell you a few more things about my life. As you may recall, I am divorced from my wife, Alice. I know that it's unusual, but I have custody of my son, Shady. Jr. The judge owed me a few favors and I really love the kid. He lives with me full-time and my wife gets him every other weekend. I pay the vast majority of my son's expenses. I think Alice should have to pay some child support, but she doesn't have to pay a dime. The judge didn't owe me that much, I guess. I had to move this year after getting my Job at Roca Cola. We moved on February 3 of this year, and I worked my job at Roca Cola for the rest of the year. I still live in the same state, but I moved 500 miles away from my old house. I hired a moving company to move our stuff at a cost of $2,490, and I drove Junior In my car. Junior and I got a hotel room along the way that cost us $65 (I love Super 8!). Can you believe I'm still paying off my student loans, even after 15 years? I paid a total of $21.600 In Interest on my old student loans this year. Remember when I told you about that guy that hit me with his car? I had a bunch of medical expenses that were not reimbursed by the lawsult or by my Insurance. I Incurred a total of $21.900 in medical expenses, and I was only reimbursed for $11.950. Good thing I can write off medical expenses, right? I contributed a lot of money to charity this year and have receipt documentation for all contributions). I'm such a nice guy!! gave $1,190 In cash to the March of Dimes. I contributed some of my old furniture to the church. It was some good stuff! contributed a red velvet couch and my old recliner. The furniture is considered vintage and is worth $5.950 today (the appraiser surprised me!), even though I only paid $1,190 for it back in the day. When I contributed the furniture, the pastor sald he didn't like the fabric and was going to sell the furniture to pay for some more pews in the church. Oh well, some people just have no taste, right? Roca Cola had a charity drive for the United Way this year and contributed $204. Turns out, I don't even miss it, because Roca Cola takes it right off my paycheck every month... $34 a month starting In July. My pay stub verifies that I contributed the $204 to the United Way. Oh, one other bit of charity from me this year. An old buddy of mine was down on his luck. He lost his job and his house. I gave him $595 to help him out. I paid a lot of money in Interest this year. I paid a total of $1,140 in personal credit card Interest. I also paid $18.950 In Interest on my $600,000 home mortgage that helped me buy my dream home. I also paid $2.380 In real estate taxes for my new house. A few other things I want to tell you about this year. Someone broke into my house and stole my kid's brand new bicycle and my set of golf clubs. The total loss from theft was $1.090. I paid $220 In union dues this year. I had to pay $1,200 for new sults for my job. Roca Cola requires its managers to wear sults every day on the job. I spent a total of $1,490 to pay for gas to commute to my job this year. Oh, this is pretty cool. I've always wanted to be a firefighter. I spent $1,590 In tuition to go to the local firefighter's school. I did this because someone told me that I can deduct the tuition as an itemized deduction, so the money would be coming back to me. That should be all the information you need right now. Please calculate my taxable income and complete pages 1 and 2 of Form 1040 (through taxable income, line 10) and Schedule A. You're still doing this for free, right? 2018 Form 1040 Filling status: Your first name and in all Department of the Treasury --Internal Revenue Service (99 | U.S. Individual Income Tax Return Single Married filing jointly OMB No 1545-0074 Head of household Married filing separately last name IRS Use Only-Do not write ar staple in this space O ualifying widower) Your social security number Your Standard deduction Someone can claim you as a dependent you were born before January 2, 1954 N You are blind If joint ratum, spouse's first name and initial Last name Spouse's so Spouse's social security number (Enter as xxx-xx-xcocx) Spouse standard deduction: Someone can claim your spouse as a dependent Spouse was bom before January 2, 1954 Full-year health care coverage or exempt (see inst.) Spouses blind Home address (number and street). If you have a P.O.box, see instructions Spouse itemizes on a separate rotum or you were dual status alien - Apt.no Presidential Election Campaign Check here if you want 53 to go to this fund son inst.) You u Spouse it more than four dependents, see inst. and here City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. D Dependents (see instructions): (2) Dependent's social security number (Enter as (3) Dependent's relationship to you (4) child under age 17 qualifies for (see inst. Child tax credit Credit for other (1) First name 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 Sign Here correct and complete. Declaration of preparar (other than taxpayer) is based on all information of which preparar has any knowledge Your occupation If the IRS sent you an Identity Protection PIN, enter it here see inst.) Your signature Joint return? See instructions. Keep a copy - for your records. Spouse's signature it a joint roburn, both must sign Spouse's occupation If the IRS sent you an Identity Protection PIN, enter it here se inst.) Preparar's name Preparer's signature PTIN Firm's EN Paid Preparer Use Only Check 3rd Party Designee Seit-employed Firm's name Phone no Form 1040 (2018) For Dicolocure, Privacy Act, and Paperwork Reduction Act Notice, cee Geparate Instructions. THIS FORM IS A BIMULATION OF AN OFFICIAL U. 8. TAX FORM. IT IS NOT THE OFFICIAL FORM IT BELF. DO NOT U BE THI8 FORM FOR TAX FILINGS OR FOR ANY Form 1040 (2018) 1 Wages, salaries, tost. Alach Formis) W-2 2a Tax-exempt interest Attach Formis) W-2. Also attach Form's) 3a Qualified dividends W-2G and 1099-R14 RAS, pensions, and annuities tax was withheld. 5a Social Security bonents 3 Taxable interest b Ordinary dividends Taxable amount Taxable amount Sb 6 Total income Add lines 1 through 5. Add any amount from Schedule 1. line 22 Btandard deduction for-7 Adjusted gross income. If you have no adjustments to income, enter the amount from line 6; otherwise, subtract Schedule 1 Single or Married fing line 36. trom line 6 separately $12.000 Standard deduction or tomized deductions from Schedule A) 19 Qualified business income deduction (see instructions) Married ning jointy or 10 Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter- Qualifying widower) 11 a Tax (see inst.) check it any from 1. Formis) 8814 2. Form 4972 524,000 structions Add any amount from Schedule 2 and check here Head of household, 12 a Child tax credit credit for other dependents $18,000 Add any amount from Schedule and check here 13 Subtractina 12 from line 11. 1200 or loss, enter-O- 14 Other taxes. Attach Schedule 4 If you checked any box 15 Total tax. Add Ines 13 and 14 under Standard deduction see 16 Federal income tax withheld from Forms W-2 and 1099 17 Refundable credits: a EIC see inst.) b Sch. 8812 Form 3853 dAdd any amount from Schedule 5 18 Addnes 16 and 17. These are your total payments Refund 19 If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid 20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here 200 Direct deposit? Son Routing number Type: Checking Savings Instructions d Account number 21 Amount of line 19 you want applied to your 2019 estimated tax 21 22 Amount you owe Subtract line 18 from line 15. For details on how to pay, soe instructions Amount You Owe 23 Estimated tax penalty (sce instructions) Go to www.irs.gov/Form1040 for instructions and the latest information. THIS FORMIB A BIMULATION OF AN OFFICIAL U. 8. TAX FORM. IT IS NOT THE OFFICIAL FORM IT BELF. DO NOT USE THIS FORM FOR TAX FILINGS OR FOR ANY PURPOSE OTHER THAN EDUCATIONAL, 2018 Moraw-Hill Education Schedule A of Form 1040 SCHEDULE A (Form 1040) Itemized Deductions 2018 Ahmet S NOT b y Medical and Der Expenses Taxes You Paid woude que o come S porty the old $10.00 (500 m g Om Lyd Home and if you didel of your Interest You Paid Hra d po por lo you can form 108 p rom which you bought the n ow your oints to Chat 11 bych ch you m o rmor, Casustand that y end Conrad Deduction Hi, It's Shady Slim again. I just got back from my 55th birthday party, and I'm told that you need some more information from me in order to complete my tax return. I'm an open bookIll tell you whatever I think you need to know. Let me tell you a few more things about my life. As you may recall, I am divorced from my wife, Alice. I know that it's unusual, but I have custody of my son, Shady. Jr. The judge owed me a few favors and I really love the kid. He lives with me full-time and my wife gets him every other weekend. I pay the vast majority of my son's expenses. I think Alice should have to pay some child support, but she doesn't have to pay a dime. The judge didn't owe me that much, I guess. I had to move this year after getting my Job at Roca Cola. We moved on February 3 of this year, and I worked my job at Roca Cola for the rest of the year. I still live in the same state, but I moved 500 miles away from my old house. I hired a moving company to move our stuff at a cost of $2,490, and I drove Junior In my car. Junior and I got a hotel room along the way that cost us $65 (I love Super 8!). Can you believe I'm still paying off my student loans, even after 15 years? I paid a total of $21.600 In Interest on my old student loans this year. Remember when I told you about that guy that hit me with his car? I had a bunch of medical expenses that were not reimbursed by the lawsult or by my Insurance. I Incurred a total of $21.900 in medical expenses, and I was only reimbursed for $11.950. Good thing I can write off medical expenses, right? I contributed a lot of money to charity this year and have receipt documentation for all contributions). I'm such a nice guy!! gave $1,190 In cash to the March of Dimes. I contributed some of my old furniture to the church. It was some good stuff! contributed a red velvet couch and my old recliner. The furniture is considered vintage and is worth $5.950 today (the appraiser surprised me!), even though I only paid $1,190 for it back in the day. When I contributed the furniture, the pastor sald he didn't like the fabric and was going to sell the furniture to pay for some more pews in the church. Oh well, some people just have no taste, right? Roca Cola had a charity drive for the United Way this year and contributed $204. Turns out, I don't even miss it, because Roca Cola takes it right off my paycheck every month... $34 a month starting In July. My pay stub verifies that I contributed the $204 to the United Way. Oh, one other bit of charity from me this year. An old buddy of mine was down on his luck. He lost his job and his house. I gave him $595 to help him out. I paid a lot of money in Interest this year. I paid a total of $1,140 in personal credit card Interest. I also paid $18.950 In Interest on my $600,000 home mortgage that helped me buy my dream home. I also paid $2.380 In real estate taxes for my new house. A few other things I want to tell you about this year. Someone broke into my house and stole my kid's brand new bicycle and my set of golf clubs. The total loss from theft was $1.090. I paid $220 In union dues this year. I had to pay $1,200 for new sults for my job. Roca Cola requires its managers to wear sults every day on the job. I spent a total of $1,490 to pay for gas to commute to my job this year. Oh, this is pretty cool. I've always wanted to be a firefighter. I spent $1,590 In tuition to go to the local firefighter's school. I did this because someone told me that I can deduct the tuition as an itemized deduction, so the money would be coming back to me. That should be all the information you need right now. Please calculate my taxable income and complete pages 1 and 2 of Form 1040 (through taxable income, line 10) and Schedule A. You're still doing this for free, right? 2018 Form 1040 Filling status: Your first name and in all Department of the Treasury --Internal Revenue Service (99 | U.S. Individual Income Tax Return Single Married filing jointly OMB No 1545-0074 Head of household Married filing separately last name IRS Use Only-Do not write ar staple in this space O ualifying widower) Your social security number Your Standard deduction Someone can claim you as a dependent you were born before January 2, 1954 N You are blind If joint ratum, spouse's first name and initial Last name Spouse's so Spouse's social security number (Enter as xxx-xx-xcocx) Spouse standard deduction: Someone can claim your spouse as a dependent Spouse was bom before January 2, 1954 Full-year health care coverage or exempt (see inst.) Spouses blind Home address (number and street). If you have a P.O.box, see instructions Spouse itemizes on a separate rotum or you were dual status alien - Apt.no Presidential Election Campaign Check here if you want 53 to go to this fund son inst.) You u Spouse it more than four dependents, see inst. and here City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. D Dependents (see instructions): (2) Dependent's social security number (Enter as (3) Dependent's relationship to you (4) child under age 17 qualifies for (see inst. Child tax credit Credit for other (1) First name 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 Sign Here correct and complete. Declaration of preparar (other than taxpayer) is based on all information of which preparar has any knowledge Your occupation If the IRS sent you an Identity Protection PIN, enter it here see inst.) Your signature Joint return? See instructions. Keep a copy - for your records. Spouse's signature it a joint roburn, both must sign Spouse's occupation If the IRS sent you an Identity Protection PIN, enter it here se inst.) Preparar's name Preparer's signature PTIN Firm's EN Paid Preparer Use Only Check 3rd Party Designee Seit-employed Firm's name Phone no Form 1040 (2018) For Dicolocure, Privacy Act, and Paperwork Reduction Act Notice, cee Geparate Instructions. THIS FORM IS A BIMULATION OF AN OFFICIAL U. 8. TAX FORM. IT IS NOT THE OFFICIAL FORM IT BELF. DO NOT U BE THI8 FORM FOR TAX FILINGS OR FOR ANY Form 1040 (2018) 1 Wages, salaries, tost. Alach Formis) W-2 2a Tax-exempt interest Attach Formis) W-2. Also attach Form's) 3a Qualified dividends W-2G and 1099-R14 RAS, pensions, and annuities tax was withheld. 5a Social Security bonents 3 Taxable interest b Ordinary dividends Taxable amount Taxable amount Sb 6 Total income Add lines 1 through 5. Add any amount from Schedule 1. line 22 Btandard deduction for-7 Adjusted gross income. If you have no adjustments to income, enter the amount from line 6; otherwise, subtract Schedule 1 Single or Married fing line 36. trom line 6 separately $12.000 Standard deduction or tomized deductions from Schedule A) 19 Qualified business income deduction (see instructions) Married ning jointy or 10 Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter- Qualifying widower) 11 a Tax (see inst.) check it any from 1. Formis) 8814 2. Form 4972 524,000 structions Add any amount from Schedule 2 and check here Head of household, 12 a Child tax credit credit for other dependents $18,000 Add any amount from Schedule and check here 13 Subtractina 12 from line 11. 1200 or loss, enter-O- 14 Other taxes. Attach Schedule 4 If you checked any box 15 Total tax. Add Ines 13 and 14 under Standard deduction see 16 Federal income tax withheld from Forms W-2 and 1099 17 Refundable credits: a EIC see inst.) b Sch. 8812 Form 3853 dAdd any amount from Schedule 5 18 Addnes 16 and 17. These are your total payments Refund 19 If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid 20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here 200 Direct deposit? Son Routing number Type: Checking Savings Instructions d Account number 21 Amount of line 19 you want applied to your 2019 estimated tax 21 22 Amount you owe Subtract line 18 from line 15. For details on how to pay, soe instructions Amount You Owe 23 Estimated tax penalty (sce instructions) Go to www.irs.gov/Form1040 for instructions and the latest information. THIS FORMIB A BIMULATION OF AN OFFICIAL U. 8. TAX FORM. IT IS NOT THE OFFICIAL FORM IT BELF. DO NOT USE THIS FORM FOR TAX FILINGS OR FOR ANY PURPOSE OTHER THAN EDUCATIONAL, 2018 Moraw-Hill Education Schedule A of Form 1040 SCHEDULE A (Form 1040) Itemized Deductions 2018 Ahmet S NOT b y Medical and Der Expenses Taxes You Paid woude que o come S porty the old $10.00 (500 m g Om Lyd Home and if you didel of your Interest You Paid Hra d po por lo you can form 108 p rom which you bought the n ow your oints to Chat 11 bych ch you m o rmor, Casustand that y end Conrad Deduction
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