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I dont need this whole thing completed. Which forms and schedules would I need to use and why? Tax Return Assignment No. 3 Tax Year

I dont need this whole thing completed. Which forms and schedules would I need to use and why?
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Tax Return Assignment No. 3 Tax Year 2020 Fall, 2021 Facts Taxpayers' Data: Names Address Carl C. and Carla D. Cox 391 Virginal Place Richmond, Virginia 23224 111-01.2004 111-02-XXX SS Numbers: Carl Carla Dates of Birth: Cari Carla Marital Status Dependent -- Carl's mother SS Number Date of Birth February 6, 1976 December 30, 1978 Married joint Mary L. Com 111-03- xx March 18, 1942 Taxpayers' Income -- wages Carl's employer Richmond Office Supply, Inc. 2231 Richmond Street Richmond, Virginia 23224 $89,800.00 Wages Withholdings: Social Security Medicare Federal Income Tax Virginia Income Tax Carla's employer 5,567.60 1302.01 13,500.00 5,300.00 Old Virginia Sales Company, Inc. $89,800.00 Wages Withholdings: Social Security Medicare Federal Income Tax Virginia Income Tax Carla's employer 5,567.60 1302.01 13,500.00 5,300.00 Old Virginia Sales Company, Inc. 65 Old Virginia Parkway Richmond, Virginia 23224 $74,900.00 Wages Withholdings: Social Security Medicare Federal Income Tax Virginia Income Tax 4.643.80 1,086.05 14,144.00 4,190.00 $1,466.05 200.00 Other income: Interest Income First Dominion Bank (Jolnt) Richmond Community Bank & Trust (Carla) Dividend Income (all qualifying In nature). Martinsville Machinery Company common stock (joint) Jamestown Mutual Fund (joint) Jamestown Mutual Fund (joint, but a capital gain distribution, not an ordinary dividend) Selected expenditures Medical costs (unreimbursed) Incurred: Physicians Veterinarian (treatment for family dog "Snake") 3,800.00 492.00 110.00 $8,950.00 900.00 7,320.00 2.480.00 200.00 8,100.00 462,00 340.00 $4,100.00 1,400.00 900.00 584.98 40.00 Hospitals / clinics Prescription medication Nonprescription aspirin Hospitalization Insurance Qualifying medical travel Taxes: Balance due on prior year (2019) state Income tax return (pald In 2020) -- taxpayers filed an itemized return for prior year (2019) Real estate tax Principal residence Vacation home No. 1 Vacation home No. 2 Personal property tax DMV license fee Interest expense: Principal residence Vacation home No. 1 Vacation home No. 2 Auto loan (personal vehicle) Credit card (personal purchases) Charitable contributions: Richmond Community Church Virginia Commonwealth University Other charities Salvation Army (clothes -- market value $370.00, cost $1,768.00) Other expenditures: Union dues (Carla) Investment fees $7,912.59 1,354.69 1,921.15 554.08 762.78 $3,800.00 1,000.00 400.00 370.00 $900.00 2,120.00 Assume that Carl and Carla had health care coverage for the full year. Page 2 > of 2 $3,800.00 1,000.00 400.00 Richmond Community Church Virginia Commonwealth University Other charities Salvation Army (clothes -- market value $370.00, cost $1,768.00) Other expenditures: Union dues (Caria) Investment fees 370.00 $900.00 2,120.00 Assume that Cart and Carla had health care coverage for the full year. Assignment Prepare Carl and Carla's 2020 federal income tax return, submitting Form 1040 and any other required IRS forms and/or schedules. Do not prepare and attach any W-25. You may use any reference materials, including the text, iR$ instructions and publicatio. You may not obtain any assistance from or otherwise work with another individual. You may not use any software when preparing the return. Submit the return prepared with a pencil. When submitting your return, do not submit pages or schedules that are not required. Be sure to put your name at the top of Form 1040, page 1 and also as the preparer of the return. Tax Return Assignment No. 3 Tax Year 2020 Fall, 2021 Facts Taxpayers' Data: Names Address Carl C. and Carla D. Cox 391 Virginal Place Richmond, Virginia 23224 111-01.2004 111-02-XXX SS Numbers: Carl Carla Dates of Birth: Cari Carla Marital Status Dependent -- Carl's mother SS Number Date of Birth February 6, 1976 December 30, 1978 Married joint Mary L. Com 111-03- xx March 18, 1942 Taxpayers' Income -- wages Carl's employer Richmond Office Supply, Inc. 2231 Richmond Street Richmond, Virginia 23224 $89,800.00 Wages Withholdings: Social Security Medicare Federal Income Tax Virginia Income Tax Carla's employer 5,567.60 1302.01 13,500.00 5,300.00 Old Virginia Sales Company, Inc. $89,800.00 Wages Withholdings: Social Security Medicare Federal Income Tax Virginia Income Tax Carla's employer 5,567.60 1302.01 13,500.00 5,300.00 Old Virginia Sales Company, Inc. 65 Old Virginia Parkway Richmond, Virginia 23224 $74,900.00 Wages Withholdings: Social Security Medicare Federal Income Tax Virginia Income Tax 4.643.80 1,086.05 14,144.00 4,190.00 $1,466.05 200.00 Other income: Interest Income First Dominion Bank (Jolnt) Richmond Community Bank & Trust (Carla) Dividend Income (all qualifying In nature). Martinsville Machinery Company common stock (joint) Jamestown Mutual Fund (joint) Jamestown Mutual Fund (joint, but a capital gain distribution, not an ordinary dividend) Selected expenditures Medical costs (unreimbursed) Incurred: Physicians Veterinarian (treatment for family dog "Snake") 3,800.00 492.00 110.00 $8,950.00 900.00 7,320.00 2.480.00 200.00 8,100.00 462,00 340.00 $4,100.00 1,400.00 900.00 584.98 40.00 Hospitals / clinics Prescription medication Nonprescription aspirin Hospitalization Insurance Qualifying medical travel Taxes: Balance due on prior year (2019) state Income tax return (pald In 2020) -- taxpayers filed an itemized return for prior year (2019) Real estate tax Principal residence Vacation home No. 1 Vacation home No. 2 Personal property tax DMV license fee Interest expense: Principal residence Vacation home No. 1 Vacation home No. 2 Auto loan (personal vehicle) Credit card (personal purchases) Charitable contributions: Richmond Community Church Virginia Commonwealth University Other charities Salvation Army (clothes -- market value $370.00, cost $1,768.00) Other expenditures: Union dues (Carla) Investment fees $7,912.59 1,354.69 1,921.15 554.08 762.78 $3,800.00 1,000.00 400.00 370.00 $900.00 2,120.00 Assume that Carl and Carla had health care coverage for the full year. Page 2 > of 2 $3,800.00 1,000.00 400.00 Richmond Community Church Virginia Commonwealth University Other charities Salvation Army (clothes -- market value $370.00, cost $1,768.00) Other expenditures: Union dues (Caria) Investment fees 370.00 $900.00 2,120.00 Assume that Cart and Carla had health care coverage for the full year. Assignment Prepare Carl and Carla's 2020 federal income tax return, submitting Form 1040 and any other required IRS forms and/or schedules. Do not prepare and attach any W-25. You may use any reference materials, including the text, iR$ instructions and publicatio. You may not obtain any assistance from or otherwise work with another individual. You may not use any software when preparing the return. Submit the return prepared with a pencil. When submitting your return, do not submit pages or schedules that are not required. Be sure to put your name at the top of Form 1040, page 1 and also as the preparer of the return

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