Jason Ready, single, attended the University of San Diego during 2015-2019 under the Army ROTC program. Excluding the school expenses covered by his ROTC scholarship, he incurred additional school expenses of $10,000 in total for his education, and $1,500 of that amount was incurred in 2019 for his last semester. To finance these expenses, he borrowed $7.000 through a federal student loan program and borrowed another $3,000 from SoCal Credit Union for educational purposes. After graduation, he received his officer's commission and was ordered to report to the Military Entrance Processing Station in Portland, OR, for duty, during 2019. He lives off base at 4560 Ranch Drive, Portland, OR 97035. His social security number is 412 34-5670 (date of birth 7/10/1997). His W-2 contained the following information: Wages (box 1) - $67,533.05 Federal W/h (box 2) = $ 8,104.95 Social security wages (box 3) $67,533.05 Social security W/H (box 4) = $ 4,187.05 Medicare wages (box 5) $67,533.65 Medicare W/H (box 6) - 5 979.23 In moving to Portland, he incurred the following unreimbursed moving expenses: $495 In gasoline. $295 for renting a truck from IGOTYA rentals. $125 in food $465 for motel lodging on the way to Portland. He also received two Forms 1098-E. One was from the federal student loan program, which showed $450 of student loan interest; the other was from SoCal Credit Union and showed $150.75 of student loan interest. Chee 1 Wages, salaries, ps, etc. Altach Forms) W2 67,533 2a Tax-exempt terest 2a b Taxable interest Altach sch B 25 Ja Qualified dividends 3a Ordinary dividends. Altach Sch Bit requred 25 4a RA distributions 45 Table amount 40 Standard Deduction for Pensions and annuities Table amount 40 Single or Married Ting separately 5a Sa Social security benefits Table amount 5b $12.200 - Married Wing & Capital gain or (SS) Altach Schedule Drequired if not required, check here 6 jointly or Qualifying - 7 Ta Other income from Schedule 1 Ine 9 widowie) $24.400 Addines 1, 2, 3, 4, 4, 5, 6, and Ta This is your total income TO 67,533 - Head of household $18.350 Ba Adjustments to income from Schedule 1 Ine 22 - If you checked Bb Subtract line sa from line 7. This is your adjusted gross income 67 533 any to under Standard Deduction, see 9 Standard deduction or itemized deductions (from Schedule A) 12 200 Instructions 10 Qualified business income deduction Artach Form 1996 or Form 95A 10 11a Addines 9 and 10 11a 12200 baxable income. Subtract line 11a from line 0 11b 55,333 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat No. 113200 For 1040 (2019) THIS FORM IS A SIMULATION OF AN OFFICIAL U.S. TAX FORM. IT IS NOT THE OFFICIAL FORMITSELE DO NOT USE THIS FORM FOR TAX PILINGS OR FOR ANY PURPOSE OTHER THAN EDUCATIONAL, 2020 McGraw-Hill Education 104 1040 PG 2 > Page 2 of Form 1040. Some Information does not carry over from Page 1 Page 2 Form 1040 (2019) Jason Ready 12a Tax (seis) Check it any from Forms (1) 8814 412 34 5670 (2) 4972 12a b Add Schedule 2 line 3 and line 12 and enter the total 120 13a 130 14 15 16 0 17 183 18b - If you have a qualitying child attach sch EC - If you have nortable combat pay, see instructions 13a Child tax creditor credit for other dependents Add schedule 3, Ine 7and ine 13a and enter the total 14 Subtract line 136 from line 12. If zero or less, entero 15 Other taxes, including self-employment tax, from Schedule 2. line 10 16 Add lines 14 and 15. This is your totalt 17 Federal income tax withheld from Forms W2 and 1099 18 Other payments and refundable credits a Earned income credit (EIC) Additional Child tax credit. Altach Schedule 8812 c American opportunity Credit from Form 1863, line 8 d Schedule 3, line 14 e Addlines 18a through 180 These are your total other payments and refundable credits 19 Adlines 17 and 18e. These are your total payments 20 if line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 21a Amount of line 20 you want refunded to you if Form 3888 is attached, check here Routing number Type Checking d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 18c 180 18e 19 0 20 Refund 21a Savings Direct deposit? See instructions 22 Jason Ready, single, attended the University of San Diego during 2015-2019 under the Army ROTC program. Excluding the school expenses covered by his ROTC scholarship, he incurred additional school expenses of $10,000 in total for his education, and $1,500 of that amount was incurred in 2019 for his last semester. To finance these expenses, he borrowed $7.000 through a federal student loan program and borrowed another $3,000 from SoCal Credit Union for educational purposes. After graduation, he received his officer's commission and was ordered to report to the Military Entrance Processing Station in Portland, OR, for duty, during 2019. He lives off base at 4560 Ranch Drive, Portland, OR 97035. His social security number is 412 34-5670 (date of birth 7/10/1997). His W-2 contained the following information: Wages (box 1) - $67,533.05 Federal W/h (box 2) = $ 8,104.95 Social security wages (box 3) $67,533.05 Social security W/H (box 4) = $ 4,187.05 Medicare wages (box 5) $67,533.65 Medicare W/H (box 6) - 5 979.23 In moving to Portland, he incurred the following unreimbursed moving expenses: $495 In gasoline. $295 for renting a truck from IGOTYA rentals. $125 in food $465 for motel lodging on the way to Portland. He also received two Forms 1098-E. One was from the federal student loan program, which showed $450 of student loan interest; the other was from SoCal Credit Union and showed $150.75 of student loan interest. Chee 1 Wages, salaries, ps, etc. Altach Forms) W2 67,533 2a Tax-exempt terest 2a b Taxable interest Altach sch B 25 Ja Qualified dividends 3a Ordinary dividends. Altach Sch Bit requred 25 4a RA distributions 45 Table amount 40 Standard Deduction for Pensions and annuities Table amount 40 Single or Married Ting separately 5a Sa Social security benefits Table amount 5b $12.200 - Married Wing & Capital gain or (SS) Altach Schedule Drequired if not required, check here 6 jointly or Qualifying - 7 Ta Other income from Schedule 1 Ine 9 widowie) $24.400 Addines 1, 2, 3, 4, 4, 5, 6, and Ta This is your total income TO 67,533 - Head of household $18.350 Ba Adjustments to income from Schedule 1 Ine 22 - If you checked Bb Subtract line sa from line 7. This is your adjusted gross income 67 533 any to under Standard Deduction, see 9 Standard deduction or itemized deductions (from Schedule A) 12 200 Instructions 10 Qualified business income deduction Artach Form 1996 or Form 95A 10 11a Addines 9 and 10 11a 12200 baxable income. Subtract line 11a from line 0 11b 55,333 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat No. 113200 For 1040 (2019) THIS FORM IS A SIMULATION OF AN OFFICIAL U.S. TAX FORM. IT IS NOT THE OFFICIAL FORMITSELE DO NOT USE THIS FORM FOR TAX PILINGS OR FOR ANY PURPOSE OTHER THAN EDUCATIONAL, 2020 McGraw-Hill Education 104 1040 PG 2 > Page 2 of Form 1040. Some Information does not carry over from Page 1 Page 2 Form 1040 (2019) Jason Ready 12a Tax (seis) Check it any from Forms (1) 8814 412 34 5670 (2) 4972 12a b Add Schedule 2 line 3 and line 12 and enter the total 120 13a 130 14 15 16 0 17 183 18b - If you have a qualitying child attach sch EC - If you have nortable combat pay, see instructions 13a Child tax creditor credit for other dependents Add schedule 3, Ine 7and ine 13a and enter the total 14 Subtract line 136 from line 12. If zero or less, entero 15 Other taxes, including self-employment tax, from Schedule 2. line 10 16 Add lines 14 and 15. This is your totalt 17 Federal income tax withheld from Forms W2 and 1099 18 Other payments and refundable credits a Earned income credit (EIC) Additional Child tax credit. Altach Schedule 8812 c American opportunity Credit from Form 1863, line 8 d Schedule 3, line 14 e Addlines 18a through 180 These are your total other payments and refundable credits 19 Adlines 17 and 18e. These are your total payments 20 if line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 21a Amount of line 20 you want refunded to you if Form 3888 is attached, check here Routing number Type Checking d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 18c 180 18e 19 0 20 Refund 21a Savings Direct deposit? See instructions 22