(B) Stiodterm thansaticons reperso on Fomre) 10928 showurg bass waset repolted to the thes: (c) Stori-lerm tranactions not repones 10 you on form 10990 Coumy iol in the separate instretions for how 10 fgue the amount of the agusiment For Paperwork Reduction Act Notice, see your tax recurn injtructions. Cal thatigizi Fomingas (2021) Casey Morgan is a single taxpayer. soclal security number 412.34.5670, who lives at 582 Brockton Lane, Columbus, OH 43081 Ca. ey has income from a job as a manager, interest and dividend income, and stock investments. Some of these investments ate in a rimutual fund. For the tax year 2021 , Casey had the following income information: Casey had the following investment income: (6 qualified) (ion) Casey had the following investment sales: - A 1099-B from Great Return Mutual Fund for the sale of 100 shares of the fund. Casey had purchased 50 shares on September 21. 2020, for $650,50 shares on October 1, 2020, for $500; and 50 shares on November 30,2020 , for $800. He sold 100 shares on June 13, 2021, for $700. She uses the average cost method to calculate the cost basis of fund shares. - A 1099.B from XYZ Brokerage Company for $5,500 gross proceeds from the October 21, 2021, sale of 50 shares of Uquid Rhino Marketing. The shares were originally purchased on October 22, 2020, for $2,500. - A 1099-B from ABC Brokerage Company for \$2,000 gross proceeds from the November 2, 2021, sale of 60 shares of Crestwood Company. Casey originally inherited the shares from a relative on February 18, 2021. The shares had an FMV of $2,500 on the relatlve's date of death. The relatlve originally purchased the shares for $400 in 1993.. Other information: - Casey had a capital loss carryover from 2020: $2.163 short-term (B) Stiodterm thansaticons reperso on Fomre) 10928 showurg bass waset repolted to the thes: (c) Stori-lerm tranactions not repones 10 you on form 10990 Coumy iol in the separate instretions for how 10 fgue the amount of the agusiment For Paperwork Reduction Act Notice, see your tax recurn injtructions. Cal thatigizi Fomingas (2021) Casey Morgan is a single taxpayer. soclal security number 412.34.5670, who lives at 582 Brockton Lane, Columbus, OH 43081 Ca. ey has income from a job as a manager, interest and dividend income, and stock investments. Some of these investments ate in a rimutual fund. For the tax year 2021 , Casey had the following income information: Casey had the following investment income: (6 qualified) (ion) Casey had the following investment sales: - A 1099-B from Great Return Mutual Fund for the sale of 100 shares of the fund. Casey had purchased 50 shares on September 21. 2020, for $650,50 shares on October 1, 2020, for $500; and 50 shares on November 30,2020 , for $800. He sold 100 shares on June 13, 2021, for $700. She uses the average cost method to calculate the cost basis of fund shares. - A 1099.B from XYZ Brokerage Company for $5,500 gross proceeds from the October 21, 2021, sale of 50 shares of Uquid Rhino Marketing. The shares were originally purchased on October 22, 2020, for $2,500. - A 1099-B from ABC Brokerage Company for \$2,000 gross proceeds from the November 2, 2021, sale of 60 shares of Crestwood Company. Casey originally inherited the shares from a relative on February 18, 2021. The shares had an FMV of $2,500 on the relatlve's date of death. The relatlve originally purchased the shares for $400 in 1993.. Other information: - Casey had a capital loss carryover from 2020: $2.163 short-term
