Jenni L. Dane is a single mother who lives at 13071 Sterling Drive, Marquette, MI 49866.

1. Jenni earns $73,000 working as a counselor for the Marquette Public School District. Her 2021 Form W2 shows appropriate amounts for Social Security and Medicare taxes were withheld from her paychecks. In addition, income tax withholdings for the year totaled $10,500 for Federal and $3,600 for state.

2. In addition to the receipts previously noted, other 2021 receipts include:

Income tax refunds for tax year 2020

Federal 800

State of Michigan 190

Interest income (reported on separate Forms 1099-INT):

State of Michigan general-purpose bonds 1,400

General Electric corporate bonds 625

Certificate of deposit at Marquette National Bank 375

Qualified dividends (Krist Energy, reported on Form 1099-DIV) 1,200

Cash gifts from Jennis aunt & uncle 24,000

State lottery winnings reported on Form W2-G 1,000

3. Payments made for 2021 expenditures not mentioned elsewhere include:

Medical

Copayment portion of medical expenses 1,300

Dental (orthodontist) 1,200

Taxes

State sales taxes 1,120

Property taxes on personal residence 3,800

Interest on home mortgage reported on Form 1098 4,200

Charitable contributions to Waters Edge Church, Marquette MI 3,600

Gambling wagers that did not result in winnings 1,300

4. Jenni has two sons who live with her: Ethan and Isaac. Both are full-time students. Ethan is an accomplished singer and earned $4,200 during the year performing at special events (e.g., weddings, anniversaries, civic functions). Ethan deposits his earnings in a savings account intended to help cover future college expenses. Isaac does not have a job.

5. Jenni holds no foreign financial accounts nor does she hold an virtual currencies.

6. Relevant Social Security numbers are noted below:

Name Social Security Number Birth Date

Jenni L. Dane 123-45-6781 08/14/1977

Jesse S. Voss 123-45-6784 03/12/1938

Ethan T. Dane 123-45-6788 09/13/2004

Isaac S. Dane 123-45-6789 07/20/2006

HELP FILLING OUT THE FORM 1040 and SCHEDULE 1 THANK YOU!