Instructions:

Please complete the required federal individual income tax return forms for Magdalena Schmitz for the 2014 tax year. Ignore the requirement to attach the form(s) W-2 to the front page of the Form 1040. If some required information is missing, use reasonable assumptions to fill in the gaps and attach your explanations. Please also include all necessary forms and worksheets to support your tax positions in the return.

Magdalena Schmitz has undergone some major changes in her life recently. In 2012, at the age of 46, her husband, Roger, passed away. Magdalena has not remarried as of the end of 2014. Magdalena currently lives in Bedford, Pennsylvania. She was living in Pittsburgh when her husband passed away but she moved back to her childhood home so she could get help from her family raising her children. Magdalena was employed in Pittsburgh early in the year but left that job and relocated 100 miles away to pursue a life and start her new job. Magdalena has three children (ages as of the end of the year): Alyssa (23), Tyler (16), and Connor (11). Magdalena would like to determine her federal income tax under the filing status that is most advantageous for her.

Magdalena reported the following information:

Magdalena