James' W-2 (from Atlantic Coast) contained the following information: box 1 (wages) $13, 234, box 2 (federal income tax withheld) $1, 421, box 3 $15, 234, box 4 $945, box 5 $15, 234, box 6 $221, box 14 $2,000 (other), and box 17 (state income tax withheld) $610. Jean worked for Institutional Operation Co. until she passed away. Her W-2 contained the following information: boxes 1, 3 & 5 $7, 324, box 2 $308, box 4 $454, box 6 $106 & box 17 $125. James received a 1099-INT reporting $14,000 in interest income from the Bank of America, NA. Jean cashed a jointly owned US EE Savings Bond at the Bank of America on May 2nd. She had a basis of $50 in the bond and received a total of $105 in the transaction. James owned several municipal bonds issued by the City of Dallas. He received a 1099-INT reporting a total of $772 in interest income on these. James received a 1099-DIV reporting $8, 675 in qualified dividends from AT&T stock that he has owned for more than 20 years. James cashed in on retirement savings as follows: Income from the Teachers' Retirement System. His 1099-R reports a gross distribution of $13, 867, with a taxable amount of $13, 450. He had federal income tax withheld $950 and state income tax withhold of $581. He also received a 1099-R for a traditional IRA normal distribution showing a gross distribution of $8, 175. He had federal income tax withheld of $428 and state income tax withheld of $49. The distribution code was 7. The state sent James a 1099-G reporting a state income tax refund of $576 for 2016. James and Jean did itemize on their 2015 tax returns and deducted state income taxes paid. Their itemized deductions in 2015 totaled $18, 900, including $2, 020 for state income taxes. James also received a SSA-1099. Box 5 reported $15, 751 in total benefits with Medicare premiums of $1, 062 and $170 withheld for federal income tax purposes. James also served as a juror for one day but was dismissed by the judge when word arrived at the courthouse that Jean had passed away. He received $75 for one day's jury duty pay. James sold the family home in Idabel (1021 S. Main, Idabel, OK 73046), before he moved for $595,000. James and Jean had paid $220,000 for the home in 1998 when they purchased it. They had made no capital improvements to the home, James then purchased a new home in Edmond for $275,000, closing on September 16, 2016. James and Adam rented the home prior to closing on it. They made rental payments for 2 months totaling $2, 400. James' W-2 (from Atlantic Coast) contained the following information: box 1 (wages) $13, 234, box 2 (federal income tax withheld) $1, 421, box 3 $15, 234, box 4 $945, box 5 $15, 234, box 6 $221, box 14 $2,000 (other), and box 17 (state income tax withheld) $610. Jean worked for Institutional Operation Co. until she passed away. Her W-2 contained the following information: boxes 1, 3 & 5 $7, 324, box 2 $308, box 4 $454, box 6 $106 & box 17 $125. James received a 1099-INT reporting $14,000 in interest income from the Bank of America, NA. Jean cashed a jointly owned US EE Savings Bond at the Bank of America on May 2nd. She had a basis of $50 in the bond and received a total of $105 in the transaction. James owned several municipal bonds issued by the City of Dallas. He received a 1099-INT reporting a total of $772 in interest income on these. James received a 1099-DIV reporting $8, 675 in qualified dividends from AT&T stock that he has owned for more than 20 years. James cashed in on retirement savings as follows: Income from the Teachers' Retirement System. His 1099-R reports a gross distribution of $13, 867, with a taxable amount of $13, 450. He had federal income tax withheld $950 and state income tax withhold of $581. He also received a 1099-R for a traditional IRA normal distribution showing a gross distribution of $8, 175. He had federal income tax withheld of $428 and state income tax withheld of $49. The distribution code was 7. The state sent James a 1099-G reporting a state income tax refund of $576 for 2016. James and Jean did itemize on their 2015 tax returns and deducted state income taxes paid. Their itemized deductions in 2015 totaled $18, 900, including $2, 020 for state income taxes. James also received a SSA-1099. Box 5 reported $15, 751 in total benefits with Medicare premiums of $1, 062 and $170 withheld for federal income tax purposes. James also served as a juror for one day but was dismissed by the judge when word arrived at the courthouse that Jean had passed away. He received $75 for one day's jury duty pay. James sold the family home in Idabel (1021 S. Main, Idabel, OK 73046), before he moved for $595,000. James and Jean had paid $220,000 for the home in 1998 when they purchased it. They had made no capital improvements to the home, James then purchased a new home in Edmond for $275,000, closing on September 16, 2016. James and Adam rented the home prior to closing on it. They made rental payments for 2 months totaling $2, 400