I need schedule B, Schedule 1, 1040, and Qualified Divids to all be filled out with the images and information provided above.
a Employee's social security number 266-15-1966 Visit the IRS website at Safe, accurate, FAST! Use e file RS www.irs.gov/efile OMB No. 1545-0008 b Employer identification number (EIN) 60-3456789 2 Federal income tax withheld 1 Wages, tips, other compensation 6,010.00 65,137.00 4 Social security tax withheld 4,241.36 c Employer's name, address, and ZIP code 3 Social security wages. 68,409.00 Kissimmee Airlines, Inc 5 Medicare wages and tips 68,409.00 6 Medicare tax withheld 2432 Bay Blvd 991.93 Kissimmee, FL 34741 7 Social security tips 8 Allocated tips d Control number 9 Verification code 10 Dependent care benefits e Employee's first name and initial Suff. 11 Nonqualified plans Last name 12a See instructions for box 12 3,272.00 Alexander T. Smith 13 Satutory employee Rerement plan Third-party sick pay 12b 1234 Buena Vista Drive Orlando, FL 32830 14 Other 12c 12d f Employee's address and ZIP code 18 Local wages, tips, etc. 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax 19 Local income tax 20 Locaity name FL W-2 Wage and Tax 2018 Department of the Treasury- Internal Revenue Service Statement Form Copy B-To Be Filed With Employee's FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service. CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIIP or foreign postal code, and telephone no. Payer's RTN (optional) OMB No. 1545-0112 Interest 2018 Orlando National Bank Income 1 Interest income 9871 Disney Way 1,369.11 $ Form 1099-INT Orlando, FL 32801 2 Early withdrawal penalty Copy B $ RECIPIENT'S TIN PAYER'S TIN For Recipient 3 Interest on U.S. Savings Bonds and Treas. obligations 60-7654321 266 15-1966 $ 4 Federal income tax withheld 5 Investment expenses This is important tax information and is being furnished to the IRS. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported. RECIPIENT'S name $ $ Alexander T Smith 6 Foreign tax paid $ 7 Foreign country or U.S. possession Street address (including apt. no.) 8 Tax-exempt interest 9 Specified private activity bond interest 1234 Buena Vista Drive $ $ City or town, state or province, country, and ZIP or foreign postal code 10 Market discount 11 Bond premium Orlando, FL 32830 FATCA filing S requirement12 Bond oremium on Treasury obligationsS $ 13 Bond premium on tax-exempt bond $ $ Account number (see instructions) 14 Tax-exempt and tax credit 15 State 16 State identification no. 17 State tax withheld bond CUSIP no. Form 1099-INT (keep for your records) www.irs.gov/Form1099INT Department of the Treasury Internal Revenue Service CORRECTED (if checked) 1a Total ordinary dividends OMB No. 1545-0110 PAYER'S name, street address, city or town, state or province, country, ZlIP or foreign postal code, and telephone no. 1,167.00 $ Dividends and Distributions 2018 Disney Parking Corporation 1b Qualified dividends 1500 Reams Rd. 1,032.00 Vista, FL 32830 Form 1099-DIV Lake Buena 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain S Copy B $ For Recipient PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain 2d Collectibles (28% ) gain 57-4443344 266-34-1967 RECIPIENT'S name Federal income tax withheld 100.00 3 Nondividend distributions 4 This is important tax information and is Allison Smith being furnished to the IRS. If you are required to file a retum, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS 5 Section 199A dividends 6 Investment expenses Street address (including apt. no.) S Foreign country or US. possession Foreign tax paid 8 1234 Buena Vista Drive City or town, state or province, country, and ZIP or foreign postal code Cash liquidation distributions Noncash liquidation distributions Orlando FL 32830 10 $ S determines that it has not been reported. FATCA filing 11 Exempt-interest dividends 12 Specified private activity requirement bond interest dividends State iderrifcaton no Account number (see instructions) 13 State 14 15 State tax withheld S 1099-DIV (keep for your records) Form www.irs.gov/Form 1099DIV Department of the Treasury Internal Revenue Service SCHEDULE B (Form 1040) OMB No. 1545-0074 Interest and Ordinary Dividends 2018 Go to www.irs.gov/ScheduleB for instructions and the latest information Amachments Segance No. 08 Department of the Treasury Intemal Revenue Service e Attach to Form 1040. Your social seeurity numben Namashown an returs Amount Part I List name of payer. If any interest is from a seler-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address Interest See instructions and the instructions for Form 1040, line 2b Note: If you received a Form 1099-INT, Form 1099-OID, or substtute mntrom irm, list the firm's name as the payer and enter the total interent shown on that form. Add the amounts on line 1 Excludable interest on series EE and I US. savings bonds issued after 1989. Attach Form 8815 3 Subtract ine 3 from line 2. Enter the result here and on Form 1040, line 2b 4 Note: If line 4 is over $1,500, vou must complete Part II. Amount Part I 5 List name of payer Ordinary Dividends (See instructions and the instructions for 40. line 3b 5 Note: If you recelved a Form 1099-DN or substh te statement trom a brokerage firm, list the firm's rame as the payer and enter the ordinary dvicends shown on that form. Add the amounts on line 5, Enter the total here and on Form 1040, line 3b 6 Note: If line 8 is over $1,500, you must complete Part II. Part II You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends: (b) had a foreign account; or (c) received a distribution from, or were a gramntor of, or a transteror to, a foreign trust Yes No Foreign 7a At any time during 2018, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See instructions I "Yes, are you required to fila FinCEN Form 114, Report of Foraign Bank and Financial Accounts (FBAR, to report that financial interest or signature authority? See FinCEN Form 114 and its instructions for filing requirements and exceptions to those requirements b you are required to file FinCEN Form 114, enter the name of the toreign country where the financial account is located Accounts and Trusts (See instructions) During 2018, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust? Ir "Yes," you may have to file Form 3520. See instructions. Cat, No 17146N For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040) 2018 SCHEDULE 1 (Form 1040) OMB No. 1545-0074 Additional Income and Adjustments to Income 2018 Attach to Form 1040. Decatment ot the Treasury Insemal Revenue Servce- Aachment Seqance No 01 Go to www.irs.gov/Form1040 for instructions and the latest information. Narmesl shown an Fom 1040 Your spcial security number Additional 1-9b Reserved Income 1-9b 10 Taxable refunds, credits, ar offsets of state and local income taxesa 10 Alimony received 11 11 12 Business income ar (loss). Attach Schedule C or C-EZ Capital gain or oss), Atach Schedule D if required. If not required, check here I Other gains or dosses), Attach Form 4797 15a Reserved 16a Reserved Rental real estate, royaties, partnerships, S corporations, trusts, etc. Attach Schedule E Farm income or (loss). Attach Schedule F 12 13 13 14 14 15b 16b 17 17 18 18 Unemployment compensation 20a Reserved Other income. List type and amount Combine the amounts in the far right column. If you don't have any adjustments to- income, enter here and include on Form 1040, Iine 6. Otherwise, ao to line 23 Educator expenses Certain business expenses of reservists, performing artists, 19 19 20b 21 21 22 22 Adjustments 23 23 24 to Income and fee-basis govemment officials, Attach Form 2108 24 . 25 Health savings account deduction. Attach Form 8889 25 Moving expenses for members of the Armed Forces 28 Attach Form 3903 26 27 Deductble part of self-employment tax Attach Schedule SE 27 Set-employed SEP, SIMPLE, and qualified plans 28 28 29 Sef-emploved health insurance deduction 29 Penalty on early withdrawal of savings 31a Alimony paid b Recipient's SSN IRA deduction 30 30 31a 32 32 33 Student loan interest deduction 33 34 Reserved 34 35 Reserved Add lines 23 through 35 35 36 36 For Paperwork Reduction Act Notice, see your tax return instructions Cat, No. 71479F Schedule 1 (Foem 1040) 2010 1040 2018 Depatrent ofr me Treasury-a Revue Services U.S. Individual Income Tax Return OMB No. 1545-0074 R5 Use Oniy-Donat we or stagie in is apwce Singke Mared fng separately Filing status Maried ting jointly Head of tousetoid Quaiying widower Your social seourity numben Your firat name and inial Last name Someone can daim you as a dependents You are bind Your andard deduct on: Yoa were bom betore January 2. 1854 Spouse's social security mumber pint retum, spouse's finst name and initia Last neme Sgguse standarg deuction Someone can claim your spouse as a dapandan Spouse temizes on a separate return or you were dual-status alen Spouse ws bam berore January 2, 1954 Fullyear heath care covernge rampt oe irst) Spouse is blnd Home address (number and street you have a P.O box, see instructions. Act, no. Presidential Election Campaign see inst Youspouse City, town or post office, state, and P coce. yoa have a foreign address, atach Schedule 6. more than four dependerts see inst. and here 0 qles tr see inst d grect Dependents (see instructions Retonig to you (2) Scal sequty tumte Last rere Crest tor other decendents ) Frst neme declars that I have examined tha retum and Sign Here Under penaltes of comect and cgmplete. Declararion of pcuer lather than tuxpawart bad on al infomaton of which areparr has any knoviedoe anving schedu ts ard to the bast nawledge and belef they tue. the RS sent yo anidentity Protection PIN entar t hs inst Your signature Your ocpupation Joint um? See instructiors 1 te BS sert ov an identity Protection PIN entar here e inst Keep a cooy ton your ncrds Spouse's signature. fajoint retum, beth must sign DIce Spoua's oecupaom PTIN Preparer's name Preparar's signature FErm's BN Check it Paid d Paty Designee Preparer Use Only Sef-emg Finmis name Phone n0 Fim's addh Form 1040 01 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions Cr N 113200 Pace 2 Form 1040 2018) Wagi salariea, tips, ac Atach Foma) W Tax-eaampt interest . b Taxabie imtereets 22 2a aw.Fa w2 e h Fom W-2G andt Qualfed dividands b Ordinary dividencsa 4a RAs pensions, and annutes da b Taxabie amount 4b bTaabe amount Social security benefits 5a Sa Toral income Add lines through 5. Add any amourt trom Schedule 1, Ine 22 Aciusted aros income vou have no adiusamarts to income, enter the amount from line & otherwise subtract Schedule 1. Ire 36, from line Sandard deduction ar itemized deduetions rom Schedue A 7 eandard Deducon for- Singe or marech Qualed busness income deduction (see instructione y Maried ing janty aQtyng 11 Taxabie income. Subract ines 8 and 9from Ine 7. If zro or kas, enter -0 icheck any trom 1Form 4 2Fom 472 3 a Tax (ee inet) widowe s4000 Head of b Add ary amount from Schacue 2 and check hare 11 bAdd anw amout fram Schedude 3 and check hers a Child tax credticedt for ofher dependerts 12 13 :8000 stact ine 12 fram line 11. Izro or ls enter-0- if you dheckad H4 Other tawes Attach Sohedule 4 14 ay box und 15 8andard d tos Total tax Acd lines 13 and 14 1- Federal income tax withheid from Forms W-2 and 1098 17 Fom 8863 urdae creds aECe inst) bSch 6812 Add any amount trom Schedule 5 Add ines 18 and 17. These are youa totl paymens 18 ine 18 is more than ine 15, subtract ine 15 from ine 18. This ls the amount you overpaid Amourt of line 19 you wart refunded to you. IForm 8888 a ched, check here Type Cecking 19 Refund 20 20 Dret deposh Sei iana Sings Routng number Accout number Amount of ine 19 you want applied to your 2019estimated ta Amount you owe. Subtract ine 18 from Ine 15 For detals on how to pay, see instructions 25 21 Amount You Owa 221 23 Excimated tax paraity se irstructiors Gp to www.in.eowForm1040 for irsruetiors and the jat Form 1040 (2018 intormaton 2018 Form 1040 Line 11a Qualified Dividends and Capital Gain Tax Worksheet-Line 11a Keep for Your Records Before you begin: See the earlier instructions for line 1la to see if you can use this worksheet to figure your tax. Before completing this worksheet, complete Form 1040 through line 10 If you don't have to file Schedule D and you received capital gain distributioes, be sure you checked the box on line 13 of Schedule 1 Enter the amount from Form 1040, line 10. However, if you are filing Foem 1. 2555 or 2555-EZ (relating to foreign eaned income), enter the amount from line 3 of the Foreign Earned Incoame Tax Worksheet 1. Enter the amount from Form 1040, line 3a 2. 2. Are you filing Schedule D? 3. Yes. Enter the smaller of line 15 or 16 of Schedule D, If either line 15 or 16 is blank or a loss, enter 0 3 U No. Enter the amount from Schedule 1. line 13. Add lines 2 and 3 . 4. 4. If filing Form 4952 (used to figure investment interest 5. expense deduction), enter any amount from line 4g of that form. Ocherwise, enter-0 s* 5. 6. Subtract line 5 from line 4. If zero or less, enter -0- 6. Subtract line 6 from line 1. If zero or less, enter -0 Enter S38,600 if single or married filing separately, S77,200 if married filing jointly or qualifying widow(er) S51,700 if head of household. Enter the smaller of line 1 oe line 8 Enter the smaller of line 7 or line 9 Subtract line 10 from line 9. This amount is taxed at 0 % 7 7. 8. 9. 9, 10. 10. 11. 11. Enter the smaller of line 1 or ling 6 12. 12 Enter the amount from line 11 13. 13 Subtract line 13 from line 12 14. 14. 15. Enter $425,800 if single, S239,500 if married filing separately, S479,000 if married filing jointly ar qualifying widow(er), S452,400 if head of household. 15. Enter the smaller of line 1 oe line 15 Add lines 7 and 11 .. 16. 16. 17. 17 18. Subtract line 17 from line 16. If zero or less, enter-0- 18. Enter the smaller of line 14 or line 18 Multiply line 19 by 15 % ( 0.15) 19. 19 20. 20. Add lines 11 and 19. 21 21 22 23 Subtract line 21 from line 12 22 Multiply line 22 by 20 % ( 0.20) 23. Figure the tax on the amount on line 7, Ifthe amount on line 7 is less than $100,000, use the Tax Table to figure the tax. If the amount on line 7 is $100,000 or more, use the Tax Computation orksheet . 24. 24 Add lines 20, 23, and 24 25. 25 Figure the tax on the amount on line 1. If the amount on line I is less than $100,000, use the Tax Table 26. o figure the tax. If the amount on line I is $100,000 or more, use the Tax Computation Worksheet sitteunas t t . 26. 27. Tax on all taxable income. Enter the smaller of line 25 or 26. Also include this amount on the entry space on Form 1040, line 11a. If you are filing Form 2555 oe 2555-EZ, don't enter this amount on the entry space cn Form 1040, line 1la. Instead, enter it on line 4 of the Foreign Earned Income Tax Worksheet f you are filing Form 2555 or 2555-EZ see the footnote in the Foreign Earned Income Tax Worksbeet before complening this ine. 27 Need more information or forms? Visit IRS.gov. 40- Alexander Smith and his wife Allison are married and file a joint tax return for 2018. The Smiths live at 1234 Buena Vista Drive, Orlando, FL 32830. Alexander is a commuter airline pilot but took 6 months off from his job in 2018 to obtain a higher level pilot's license. The Smiths have a 17 year-old son, Brad, who is enrolled in eleventh grade at the Walt Disney Prep School. The Smiths also married to Sean Shirker, who is 19 years old and also a part- time student at OCCC. Sean and Angelina have a 1 year old child, Trask (Social Security number 115-45-7893). All the Shirkers live in an apartment near the Smiths. Angelina and Sean both also t-time for Sean's wealthy grandfather as apprentices in his business. The Shirker's wages for the year were $50,000 which allowed them to pay all the personal expenses for themselves year-old daughter, Angelina, who is a part-time first year student at Orange County Community College (OCCC). Angelina have an and Trask. Date of birth 09/22/1969 07/01/1970 Name Alexander Smith Social Security number 266-15-1966 Allison Smith 266-34-1967 Brad Shirker 261-45-1212 546-78-1235 115-45-7893 03/31/2000 05/01/1999 10/21/2017 Sean Shirker Trask Shirker Five years ago, Alexander divorced Jennifer Amistad (Social Security number 341-55-6789). Alexander pays Jennifer $200 per month in alimony under the divorce decree. Not included with the Smith's tax forms was interest from State of Florida bonds of $145.00. a Employee's social security number 266-15-1966 Visit the IRS website at Safe, accurate, FAST! Use e file RS www.irs.gov/efile OMB No. 1545-0008 b Employer identification number (EIN) 60-3456789 2 Federal income tax withheld 1 Wages, tips, other compensation 6,010.00 65,137.00 4 Social security tax withheld 4,241.36 c Employer's name, address, and ZIP code 3 Social security wages. 68,409.00 Kissimmee Airlines, Inc 5 Medicare wages and tips 68,409.00 6 Medicare tax withheld 2432 Bay Blvd 991.93 Kissimmee, FL 34741 7 Social security tips 8 Allocated tips d Control number 9 Verification code 10 Dependent care benefits e Employee's first name and initial Suff. 11 Nonqualified plans Last name 12a See instructions for box 12 3,272.00 Alexander T. Smith 13 Satutory employee Rerement plan Third-party sick pay 12b 1234 Buena Vista Drive Orlando, FL 32830 14 Other 12c 12d f Employee's address and ZIP code 18 Local wages, tips, etc. 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax 19 Local income tax 20 Locaity name FL W-2 Wage and Tax 2018 Department of the Treasury- Internal Revenue Service Statement Form Copy B-To Be Filed With Employee's FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service. CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIIP or foreign postal code, and telephone no. Payer's RTN (optional) OMB No. 1545-0112 Interest 2018 Orlando National Bank Income 1 Interest income 9871 Disney Way 1,369.11 $ Form 1099-INT Orlando, FL 32801 2 Early withdrawal penalty Copy B $ RECIPIENT'S TIN PAYER'S TIN For Recipient 3 Interest on U.S. Savings Bonds and Treas. obligations 60-7654321 266 15-1966 $ 4 Federal income tax withheld 5 Investment expenses This is important tax information and is being furnished to the IRS. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported. RECIPIENT'S name $ $ Alexander T Smith 6 Foreign tax paid $ 7 Foreign country or U.S. possession Street address (including apt. no.) 8 Tax-exempt interest 9 Specified private activity bond interest 1234 Buena Vista Drive $ $ City or town, state or province, country, and ZIP or foreign postal code 10 Market discount 11 Bond premium Orlando, FL 32830 FATCA filing S requirement12 Bond oremium on Treasury obligationsS $ 13 Bond premium on tax-exempt bond $ $ Account number (see instructions) 14 Tax-exempt and tax credit 15 State 16 State identification no. 17 State tax withheld bond CUSIP no. Form 1099-INT (keep for your records) www.irs.gov/Form1099INT Department of the Treasury Internal Revenue Service CORRECTED (if checked) 1a Total ordinary dividends OMB No. 1545-0110 PAYER'S name, street address, city or town, state or province, country, ZlIP or foreign postal code, and telephone no. 1,167.00 $ Dividends and Distributions 2018 Disney Parking Corporation 1b Qualified dividends 1500 Reams Rd. 1,032.00 Vista, FL 32830 Form 1099-DIV Lake Buena 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain S Copy B $ For Recipient PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain 2d Collectibles (28% ) gain 57-4443344 266-34-1967 RECIPIENT'S name Federal income tax withheld 100.00 3 Nondividend distributions 4 This is important tax information and is Allison Smith being furnished to the IRS. If you are required to file a retum, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS 5 Section 199A dividends 6 Investment expenses Street address (including apt. no.) S Foreign country or US. possession Foreign tax paid 8 1234 Buena Vista Drive City or town, state or province, country, and ZIP or foreign postal code Cash liquidation distributions Noncash liquidation distributions Orlando FL 32830 10 $ S determines that it has not been reported. FATCA filing 11 Exempt-interest dividends 12 Specified private activity requirement bond interest dividends State iderrifcaton no Account number (see instructions) 13 State 14 15 State tax withheld S 1099-DIV (keep for your records) Form www.irs.gov/Form 1099DIV Department of the Treasury Internal Revenue Service SCHEDULE B (Form 1040) OMB No. 1545-0074 Interest and Ordinary Dividends 2018 Go to www.irs.gov/ScheduleB for instructions and the latest information Amachments Segance No. 08 Department of the Treasury Intemal Revenue Service e Attach to Form 1040. Your social seeurity numben Namashown an returs Amount Part I List name of payer. If any interest is from a seler-financed mortgage and the buyer used the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address Interest See instructions and the instructions for Form 1040, line 2b Note: If you received a Form 1099-INT, Form 1099-OID, or substtute mntrom irm, list the firm's name as the payer and enter the total interent shown on that form. Add the amounts on line 1 Excludable interest on series EE and I US. savings bonds issued after 1989. Attach Form 8815 3 Subtract ine 3 from line 2. Enter the result here and on Form 1040, line 2b 4 Note: If line 4 is over $1,500, vou must complete Part II. Amount Part I 5 List name of payer Ordinary Dividends (See instructions and the instructions for 40. line 3b 5 Note: If you recelved a Form 1099-DN or substh te statement trom a brokerage firm, list the firm's rame as the payer and enter the ordinary dvicends shown on that form. Add the amounts on line 5, Enter the total here and on Form 1040, line 3b 6 Note: If line 8 is over $1,500, you must complete Part II. Part II You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends: (b) had a foreign account; or (c) received a distribution from, or were a gramntor of, or a transteror to, a foreign trust Yes No Foreign 7a At any time during 2018, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See instructions I "Yes, are you required to fila FinCEN Form 114, Report of Foraign Bank and Financial Accounts (FBAR, to report that financial interest or signature authority? See FinCEN Form 114 and its instructions for filing requirements and exceptions to those requirements b you are required to file FinCEN Form 114, enter the name of the toreign country where the financial account is located Accounts and Trusts (See instructions) During 2018, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust? Ir "Yes," you may have to file Form 3520. See instructions. Cat, No 17146N For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040) 2018 SCHEDULE 1 (Form 1040) OMB No. 1545-0074 Additional Income and Adjustments to Income 2018 Attach to Form 1040. Decatment ot the Treasury Insemal Revenue Servce- Aachment Seqance No 01 Go to www.irs.gov/Form1040 for instructions and the latest information. Narmesl shown an Fom 1040 Your spcial security number Additional 1-9b Reserved Income 1-9b 10 Taxable refunds, credits, ar offsets of state and local income taxesa 10 Alimony received 11 11 12 Business income ar (loss). Attach Schedule C or C-EZ Capital gain or oss), Atach Schedule D if required. If not required, check here I Other gains or dosses), Attach Form 4797 15a Reserved 16a Reserved Rental real estate, royaties, partnerships, S corporations, trusts, etc. Attach Schedule E Farm income or (loss). Attach Schedule F 12 13 13 14 14 15b 16b 17 17 18 18 Unemployment compensation 20a Reserved Other income. List type and amount Combine the amounts in the far right column. If you don't have any adjustments to- income, enter here and include on Form 1040, Iine 6. Otherwise, ao to line 23 Educator expenses Certain business expenses of reservists, performing artists, 19 19 20b 21 21 22 22 Adjustments 23 23 24 to Income and fee-basis govemment officials, Attach Form 2108 24 . 25 Health savings account deduction. Attach Form 8889 25 Moving expenses for members of the Armed Forces 28 Attach Form 3903 26 27 Deductble part of self-employment tax Attach Schedule SE 27 Set-employed SEP, SIMPLE, and qualified plans 28 28 29 Sef-emploved health insurance deduction 29 Penalty on early withdrawal of savings 31a Alimony paid b Recipient's SSN IRA deduction 30 30 31a 32 32 33 Student loan interest deduction 33 34 Reserved 34 35 Reserved Add lines 23 through 35 35 36 36 For Paperwork Reduction Act Notice, see your tax return instructions Cat, No. 71479F Schedule 1 (Foem 1040) 2010 1040 2018 Depatrent ofr me Treasury-a Revue Services U.S. Individual Income Tax Return OMB No. 1545-0074 R5 Use Oniy-Donat we or stagie in is apwce Singke Mared fng separately Filing status Maried ting jointly Head of tousetoid Quaiying widower Your social seourity numben Your firat name and inial Last name Someone can daim you as a dependents You are bind Your andard deduct on: Yoa were bom betore January 2. 1854 Spouse's social security mumber pint retum, spouse's finst name and initia Last neme Sgguse standarg deuction Someone can claim your spouse as a dapandan Spouse temizes on a separate return or you were dual-status alen Spouse ws bam berore January 2, 1954 Fullyear heath care covernge rampt oe irst) Spouse is blnd Home address (number and street you have a P.O box, see instructions. Act, no. Presidential Election Campaign see inst Youspouse City, town or post office, state, and P coce. yoa have a foreign address, atach Schedule 6. more than four dependerts see inst. and here 0 qles tr see inst d grect Dependents (see instructions Retonig to you (2) Scal sequty tumte Last rere Crest tor other decendents ) Frst neme declars that I have examined tha retum and Sign Here Under penaltes of comect and cgmplete. Declararion of pcuer lather than tuxpawart bad on al infomaton of which areparr has any knoviedoe anving schedu ts ard to the bast nawledge and belef they tue. the RS sent yo anidentity Protection PIN entar t hs inst Your signature Your ocpupation Joint um? See instructiors 1 te BS sert ov an identity Protection PIN entar here e inst Keep a cooy ton your ncrds Spouse's signature. fajoint retum, beth must sign DIce Spoua's oecupaom PTIN Preparer's name Preparar's signature FErm's BN Check it Paid d Paty Designee Preparer Use Only Sef-emg Finmis name Phone n0 Fim's addh Form 1040 01 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions Cr N 113200 Pace 2 Form 1040 2018) Wagi salariea, tips, ac Atach Foma) W Tax-eaampt interest . b Taxabie imtereets 22 2a aw.Fa w2 e h Fom W-2G andt Qualfed dividands b Ordinary dividencsa 4a RAs pensions, and annutes da b Taxabie amount 4b bTaabe amount Social security benefits 5a Sa Toral income Add lines through 5. Add any amourt trom Schedule 1, Ine 22 Aciusted aros income vou have no adiusamarts to income, enter the amount from line & otherwise subtract Schedule 1. Ire 36, from line Sandard deduction ar itemized deduetions rom Schedue A 7 eandard Deducon for- Singe or marech Qualed busness income deduction (see instructione y Maried ing janty aQtyng 11 Taxabie income. Subract ines 8 and 9from Ine 7. If zro or kas, enter -0 icheck any trom 1Form 4 2Fom 472 3 a Tax (ee inet) widowe s4000 Head of b Add ary amount from Schacue 2 and check hare 11 bAdd anw amout fram Schedude 3 and check hers a Child tax credticedt for ofher dependerts 12 13 :8000 stact ine 12 fram line 11. Izro or ls enter-0- if you dheckad H4 Other tawes Attach Sohedule 4 14 ay box und 15 8andard d tos Total tax Acd lines 13 and 14 1- Federal income tax withheid from Forms W-2 and 1098 17 Fom 8863 urdae creds aECe inst) bSch 6812 Add any amount trom Schedule 5 Add ines 18 and 17. These are youa totl paymens 18 ine 18 is more than ine 15, subtract ine 15 from ine 18. This ls the amount you overpaid Amourt of line 19 you wart refunded to you. IForm 8888 a ched, check here Type Cecking 19 Refund 20 20 Dret deposh Sei iana Sings Routng number Accout number Amount of ine 19 you want applied to your 2019estimated ta Amount you owe. Subtract ine 18 from Ine 15 For detals on how to pay, see instructions 25 21 Amount You Owa 221 23 Excimated tax paraity se irstructiors Gp to www.in.eowForm1040 for irsruetiors and the jat Form 1040 (2018 intormaton 2018 Form 1040 Line 11a Qualified Dividends and Capital Gain Tax Worksheet-Line 11a Keep for Your Records Before you begin: See the earlier instructions for line 1la to see if you can use this worksheet to figure your tax. Before completing this worksheet, complete Form 1040 through line 10 If you don't have to file Schedule D and you received capital gain distributioes, be sure you checked the box on line 13 of Schedule 1 Enter the amount from Form 1040, line 10. However, if you are filing Foem 1. 2555 or 2555-EZ (relating to foreign eaned income), enter the amount from line 3 of the Foreign Earned Incoame Tax Worksheet 1. Enter the amount from Form 1040, line 3a 2. 2. Are you filing Schedule D? 3. Yes. Enter the smaller of line 15 or 16 of Schedule D, If either line 15 or 16 is blank or a loss, enter 0 3 U No. Enter the amount from Schedule 1. line 13. Add lines 2 and 3 . 4. 4. If filing Form 4952 (used to figure investment interest 5. expense deduction), enter any amount from line 4g of that form. Ocherwise, enter-0 s* 5. 6. Subtract line 5 from line 4. If zero or less, enter -0- 6. Subtract line 6 from line 1. If zero or less, enter -0 Enter S38,600 if single or married filing separately, S77,200 if married filing jointly or qualifying widow(er) S51,700 if head of household. Enter the smaller of line 1 oe line 8 Enter the smaller of line 7 or line 9 Subtract line 10 from line 9. This amount is taxed at 0 % 7 7. 8. 9. 9, 10. 10. 11. 11. Enter the smaller of line 1 or ling 6 12. 12 Enter the amount from line 11 13. 13 Subtract line 13 from line 12 14. 14. 15. Enter $425,800 if single, S239,500 if married filing separately, S479,000 if married filing jointly ar qualifying widow(er), S452,400 if head of household. 15. Enter the smaller of line 1 oe line 15 Add lines 7 and 11 .. 16. 16. 17. 17 18. Subtract line 17 from line 16. If zero or less, enter-0- 18. Enter the smaller of line 14 or line 18 Multiply line 19 by 15 % ( 0.15) 19. 19 20. 20. Add lines 11 and 19. 21 21 22 23 Subtract line 21 from line 12 22 Multiply line 22 by 20 % ( 0.20) 23. Figure the tax on the amount on line 7, Ifthe amount on line 7 is less than $100,000, use the Tax Table to figure the tax. If the amount on line 7 is $100,000 or more, use the Tax Computation orksheet . 24. 24 Add lines 20, 23, and 24 25. 25 Figure the tax on the amount on line 1. If the amount on line I is less than $100,000, use the Tax Table 26. o figure the tax. If the amount on line I is $100,000 or more, use the Tax Computation Worksheet sitteunas t t . 26. 27. Tax on all taxable income. Enter the smaller of line 25 or 26. Also include this amount on the entry space on Form 1040, line 11a. If you are filing Form 2555 oe 2555-EZ, don't enter this amount on the entry space cn Form 1040, line 1la. Instead, enter it on line 4 of the Foreign Earned Income Tax Worksheet f you are filing Form 2555 or 2555-EZ see the footnote in the Foreign Earned Income Tax Worksbeet before complening this ine. 27 Need more information or forms? Visit IRS.gov. 40- Alexander Smith and his wife Allison are married and file a joint tax return for 2018. The Smiths live at 1234 Buena Vista Drive, Orlando, FL 32830. Alexander is a commuter airline pilot but took 6 months off from his job in 2018 to obtain a higher level pilot's license. The Smiths have a 17 year-old son, Brad, who is enrolled in eleventh grade at the Walt Disney Prep School. The Smiths also married to Sean Shirker, who is 19 years old and also a part- time student at OCCC. Sean and Angelina have a 1 year old child, Trask (Social Security number 115-45-7893). All the Shirkers live in an apartment near the Smiths. Angelina and Sean both also t-time for Sean's wealthy grandfather as apprentices in his business. The Shirker's wages for the year were $50,000 which allowed them to pay all the personal expenses for themselves year-old daughter, Angelina, who is a part-time first year student at Orange County Community College (OCCC). Angelina have an and Trask. Date of birth 09/22/1969 07/01/1970 Name Alexander Smith Social Security number 266-15-1966 Allison Smith 266-34-1967 Brad Shirker 261-45-1212 546-78-1235 115-45-7893 03/31/2000 05/01/1999 10/21/2017 Sean Shirker Trask Shirker Five years ago, Alexander divorced Jennifer Amistad (Social Security number 341-55-6789). Alexander pays Jennifer $200 per month in alimony under the divorce decree. Not included with the Smith's tax forms was interest from State of Florida bonds of $145.00
