John Fuji (birthdate June 6, 1981) moved from California to Washington in December 2018. His earnings and income tax withholding for 2019 for his job as a manager at a Washington apple-processing plant are reported on his W-2 form (see separate tab), John's other income includes interest on a Certificate of Deposit reported on a Form 1099-INT (see separate tab). Also, in accordance with the January 2019 divorce decree he paid $500 per month alimony to his ex-wife (Dora Fuji, Social Security number 573- 79-6075) starting with February 2019, John received a Form 1098 that reports his mortgage interest and property taxes (see separate tab) During 2019, John paid the following amounts (all of which can be substantiated): Auto loan interest 1,575 Credit card interest 655 State sales tax Assisted living charges for Gala Doctor bills Other deductible medical expenses Income tax preparation fee Job-hunting expenses Lash charitable donation to the Jonagold Research Center 1,285 5,250 2.550 760 500 925 400 MEU VILL CamScanner w...s employer offers a retirement plan, but John does not participate. Instead, he made a $4,000 contribution to a Roth IRA John's employer offers a retirement plan, but John does not participate. Instead, he made a $4,000 contribution to a Roth IRA. John also provides 100 percent of the support for his mother, Gala Fuji (Social Security number 323-11-4455). Gala is chronically ill and lives in an assisted living facility in Yakima. Her only income is interest of about $400 on a modest savings account. John can claim the $500 other dependent credit for Gala Required: Complete John's Form 1040 and Schedule A. Make realistic assumptions about any missing data. John has health coverage for the entire year and he does not want to make a contribution to the presidential election campaign. .Enter all amounts as positive numbers. can woont hay deer los resultar entry on the new loop, enter "0". " equirea round any dollar amount to the nearest dollar a Employee's social security number 571-78-5974 OMB No. 1545-0008 Safe, accurate, FAST! Use rse - file Visit the IRS website at www.irs.gov/file b Employer identification number (EIN) 34-7654321 2 Federal income tax withheld 8,100.00 c Employer's name, address, and ZIP code Granny Smith Apple Co. 200 Ahtanum Rd. Yakima, WA 98903 1 Wages, tips, other compensation 77,300.00 3 Social security wages 77,300.00 5 Medicare wages and tips 77,300.00 7 Social security tips 4 Social security tax withheld 4,792.60 6 Medicare tax withheld 1,120.85 8 Allocated tips d Control number 9 10 Dependent care benefits Suff. 11 Nonqualified plans 12a See instructions for box 12 e Employee's first name and Last initial name 0 d e Canned with an Gear 15 Statutory employee Retirement plan Third-party sick 12b pay John Fuji Payer's RTN (optional) OMB No. 1545-0112 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Interest 2019 Income 1 Interest Income $ 1,433.00 Braeburn National Bank 1600 W. Nob Hill Blvd. Yakima, WA 98902 Form 1099-INT 2 Early withdrawal penalty Copy B $ For Recipient PAYER'S TIN RECIPIENT'S TIN Interest on U.S. Savings Bonds and Treas, obligations 54-9019016 571-78-5974 This is important 4 Federal income tax withheld 5 Investment expenses RECIPIENT'S name John Fuji $ 0.00 $ Street address (including apt. no.) 468 Bonnie Doon Ave 6 Foreign tax paid 7 Foreign country or U.S. possession City or town, state or province, country, and ZIP or foren postitus na, WA 98902 information and is being furnished to the IRS. IF you are required to file a return, a negligence ed with Carla formare 9 Specified private activity bond interest John's other income includes interest on a Certificate of Deposit reported on a Form 1099-INT: VOID CORRECTED OMB No 1545-0330 RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. 2019 Braeburn National Bank 1600 W. Nob Hill Blvd. Yakima, WA 98902 Mortgage Interest Statement Form 1098 1 Mortgage interest received from payer(s)/borrower(s) $ 7,775.13 Copy B RECIPIENT'S/LENDER'S TIN PAYER'S/BORROWER'S TIN 3 Mortgage origination date For Recipient/ Lender 2 Outstanding mortgage principal $ 255,321.78 54-9019016 571-78-5974 12/1/2017 4 Refund of overpaid interest 5 Mortgage insurance premiums For Privacy Act and Paperwork Reduction Act Notice, see the 2019 General Instructions for Certain Information Returns. PAYER'S/BORROWER'S name John Fuji 6 Points paid on purchase of principal residence $ secret motor de barbacoa med with Canarias de ser o check the above ortanter the sea 2 address PAYER address, check the box, or enter the address or description in box 8. City or town, state or province, country, and ZIP or foreign postal code Yakima, WA 98902 8 Address or description of property securing mortgage (see instructions) 10 Other 9 Number of properties securing the mortgage 1 11 Mortgage acquisition date Prop. Taxes $2,100 Account number (see instructions) ---Carted with rear scallopramidowe Form Department of the Treasury - Internal Revenue Service 1 Wages, salaries, tips, etc. Attach Form(s) W-2 1 b Taxable interest. Attach Sch. B 2a Tax-exempt interest ... 2a if required 2b Standard b Ordinary dividends. Attach 3a Qualified dividends.. 3a Deduction for- Sch. B if required 3b Single or 4a IRA distributions .... 4a b Taxable amount.. 4b Married filing separately c Pensions and annuities 4c 4d d Taxable amount $12,200 5a Social security benefits 5a b Taxable amount 5b Married filing jointly or Capital gain or loss). Attach Schedule D if required. If not required, check here Qualifying 7a 7a Other income from Schedule 1, line 9 widow(er), $24,400 7b b Add lines 1, 2, 3, 4, 4d, Sb, 6, and 7a. This is your total income Head of 8a household Ba Adjustments to income from Schedule 1, line 22 $18,350 b Subtract line sa from line 75. This is your adjusted gross income . If you checked any box under 9 Standard deduction or itemized deductions (from Standard Schedule A). Deduction, see instructions 10 Qualified business income deduction. Attach Form 8995 or 10 Form 8995-A 11a Scana secules gridth CamScanner 11b b Taxable income. Subtract line 11a from line 6 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat No. 11320B Form 1040 (2019) Form 1040 (2019) 571-78-5974 Page 2 12a 12b 13b John Fuji 12a Tax (see inst.) Check if any from Form(s): 108814 2 0 4972 30 b Add Schedule 2, line 3, and line 12a and enter the total 13a Child tax credit or credit for other dependents 13a b Add Schedule 3, line 7, and line 13a and enter the total Subtract line 13b from line 12b. If zero or less, enter- Other taxes, including self-employment tax, from Schedule 2, line 10. Add lines 14 and 15. This is your total tax Federal income tax withheld from Forms W-2 and 1099 Other payments and refundable credits: a Earned income credit (ETC) 14 14 15 15 16 16 17 17 18 18a If you have a qualifying child, attach Sch. EIC . If you have nontaxable combat pay, see structions. b Additional child tax credit. Attach Schedule 8812 18b c American opportunity credit from Form 8863, line 8 18c d Schedule 3, line 14 180 not inca utaturuchte. These autoamer payments and refundable credits 18e . If you have a 18 Other payments and refundable credits: qualifying child, a Earned income credit (EIC) 18a attach Sch. EIC. . If you have b Additional child tax credit. Attach Schedule 8812 18b nontaxable combat pay, see C American opportunity credit from Form 8863, line 8 18c instructions d Schedule 3, line 14... 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 18e 19 19 20 Refund 20 Add lines 17 and 18e. These are your total payments 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 8888 is attached, check here b Routing number Type: Checking Savings 21a Direct deposit? See instructions d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions .. 23 You Owe Estimated tax penalty (see instructions) 24 Third Party Do you want to allow another person (other than your paid preparer) to discuss this return with Yes. Complete below. the TOS? See irst utors. No 24 ca on....Seanne Check My Work 1 more Check My Work uses remaining Acti Schedule A Complete John's Schedule A. OMB No. 1545-0074 SCHEDULE A Itemized Deductions (Form 1040 or 1040-SR) Go to www.irs.gov/ Schedule for instructions and the latest information. 2019 Attach to Form 1040 or 1040-SR. Department of the Treasury Attachment Caution: If you are claiming a net qualified disaster loss on Form 4684, see the Internal Revenue Service (99) Sequence No. 07 instructions for line 16. Name(s) shown on Form 1040 or 1040-SR Your social security number John Fuji 571-78-5974 Caution. Do not include expenses reimbursed or paid by others. Medical and Dental Expenses 1 Medical and dental expenses (see instructions) 2 Enter amount from Form 1040 or 1040- SR, line 8b 3 Multiply line 2 by 10% (0.10). 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter - - 5 State and local taxes a State and local inconin taxes or general sales taxes. You may LIC.de the incontes o cal sales taxes on line 5o, but not both. If you elect to include general sales taxes instead of Taxes You Prid Paid 5a 5b a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box.. b State and local real estate taxes (see instructions) c State and local personal property taxes d Add lines Sa through 5c e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) 6 Other taxes. List type and amount 5c 5d 5e 7 Add lines 5e and 6 7 Interest 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see You Paid instructions and check this box Caution: a Home mortgage interest and points reported to you on Form 1098. See instructions if limited Your mortgage interest b Home mortgage interest not reported to you on Form 1098. If Andertion may paid to the person from whom you bought the home, see lehte se cistow that pe sowe na cheting no., and wctions) address Ba 8h c Points not reported to you on Form 1098. See instructions for special rules 8c d Reserved Bd 10 e Add lines Ba through 8c 9 Investment interest. Attach Form 4952 if required. See instructions. 9 10 Add lines Be and 9 Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, Charity see instructions 11 Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more, made a gift and see instructions. You must attach Form 8283 if over $500 12 got a benefit for 13 Carryover from prior year 13 it see instructions 14 Add lines 11 through 13 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disaster Theft Losses losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions Other 16 Other--from list in instructions. List type and amount Itemized Deductions 7 Me the amolints in the right column for as theyb 16 Nise enter this amount on 14 15 16 Tou So Mucho gradina hue london Rum tubo 10 , the day 1 Submit mi eye 17 ALCnized Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, John Fuji (birthdate June 6, 1981) moved from California to Washington in December 2018. His earnings and income tax withholding for 2019 for his job as a manager at a Washington apple-processing plant are reported on his W-2 form (see separate tab), John's other income includes interest on a Certificate of Deposit reported on a Form 1099-INT (see separate tab). Also, in accordance with the January 2019 divorce decree he paid $500 per month alimony to his ex-wife (Dora Fuji, Social Security number 573- 79-6075) starting with February 2019, John received a Form 1098 that reports his mortgage interest and property taxes (see separate tab) During 2019, John paid the following amounts (all of which can be substantiated): Auto loan interest 1,575 Credit card interest 655 State sales tax Assisted living charges for Gala Doctor bills Other deductible medical expenses Income tax preparation fee Job-hunting expenses Lash charitable donation to the Jonagold Research Center 1,285 5,250 2.550 760 500 925 400 MEU VILL CamScanner w...s employer offers a retirement plan, but John does not participate. Instead, he made a $4,000 contribution to a Roth IRA John's employer offers a retirement plan, but John does not participate. Instead, he made a $4,000 contribution to a Roth IRA. John also provides 100 percent of the support for his mother, Gala Fuji (Social Security number 323-11-4455). Gala is chronically ill and lives in an assisted living facility in Yakima. Her only income is interest of about $400 on a modest savings account. John can claim the $500 other dependent credit for Gala Required: Complete John's Form 1040 and Schedule A. Make realistic assumptions about any missing data. John has health coverage for the entire year and he does not want to make a contribution to the presidential election campaign. .Enter all amounts as positive numbers. can woont hay deer los resultar entry on the new loop, enter "0". " equirea round any dollar amount to the nearest dollar a Employee's social security number 571-78-5974 OMB No. 1545-0008 Safe, accurate, FAST! Use rse - file Visit the IRS website at www.irs.gov/file b Employer identification number (EIN) 34-7654321 2 Federal income tax withheld 8,100.00 c Employer's name, address, and ZIP code Granny Smith Apple Co. 200 Ahtanum Rd. Yakima, WA 98903 1 Wages, tips, other compensation 77,300.00 3 Social security wages 77,300.00 5 Medicare wages and tips 77,300.00 7 Social security tips 4 Social security tax withheld 4,792.60 6 Medicare tax withheld 1,120.85 8 Allocated tips d Control number 9 10 Dependent care benefits Suff. 11 Nonqualified plans 12a See instructions for box 12 e Employee's first name and Last initial name 0 d e Canned with an Gear 15 Statutory employee Retirement plan Third-party sick 12b pay John Fuji Payer's RTN (optional) OMB No. 1545-0112 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Interest 2019 Income 1 Interest Income $ 1,433.00 Braeburn National Bank 1600 W. Nob Hill Blvd. Yakima, WA 98902 Form 1099-INT 2 Early withdrawal penalty Copy B $ For Recipient PAYER'S TIN RECIPIENT'S TIN Interest on U.S. Savings Bonds and Treas, obligations 54-9019016 571-78-5974 This is important 4 Federal income tax withheld 5 Investment expenses RECIPIENT'S name John Fuji $ 0.00 $ Street address (including apt. no.) 468 Bonnie Doon Ave 6 Foreign tax paid 7 Foreign country or U.S. possession City or town, state or province, country, and ZIP or foren postitus na, WA 98902 information and is being furnished to the IRS. IF you are required to file a return, a negligence ed with Carla formare 9 Specified private activity bond interest John's other income includes interest on a Certificate of Deposit reported on a Form 1099-INT: VOID CORRECTED OMB No 1545-0330 RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. 2019 Braeburn National Bank 1600 W. Nob Hill Blvd. Yakima, WA 98902 Mortgage Interest Statement Form 1098 1 Mortgage interest received from payer(s)/borrower(s) $ 7,775.13 Copy B RECIPIENT'S/LENDER'S TIN PAYER'S/BORROWER'S TIN 3 Mortgage origination date For Recipient/ Lender 2 Outstanding mortgage principal $ 255,321.78 54-9019016 571-78-5974 12/1/2017 4 Refund of overpaid interest 5 Mortgage insurance premiums For Privacy Act and Paperwork Reduction Act Notice, see the 2019 General Instructions for Certain Information Returns. PAYER'S/BORROWER'S name John Fuji 6 Points paid on purchase of principal residence $ secret motor de barbacoa med with Canarias de ser o check the above ortanter the sea 2 address PAYER address, check the box, or enter the address or description in box 8. City or town, state or province, country, and ZIP or foreign postal code Yakima, WA 98902 8 Address or description of property securing mortgage (see instructions) 10 Other 9 Number of properties securing the mortgage 1 11 Mortgage acquisition date Prop. Taxes $2,100 Account number (see instructions) ---Carted with rear scallopramidowe Form Department of the Treasury - Internal Revenue Service 1 Wages, salaries, tips, etc. Attach Form(s) W-2 1 b Taxable interest. Attach Sch. B 2a Tax-exempt interest ... 2a if required 2b Standard b Ordinary dividends. Attach 3a Qualified dividends.. 3a Deduction for- Sch. B if required 3b Single or 4a IRA distributions .... 4a b Taxable amount.. 4b Married filing separately c Pensions and annuities 4c 4d d Taxable amount $12,200 5a Social security benefits 5a b Taxable amount 5b Married filing jointly or Capital gain or loss). Attach Schedule D if required. If not required, check here Qualifying 7a 7a Other income from Schedule 1, line 9 widow(er), $24,400 7b b Add lines 1, 2, 3, 4, 4d, Sb, 6, and 7a. This is your total income Head of 8a household Ba Adjustments to income from Schedule 1, line 22 $18,350 b Subtract line sa from line 75. This is your adjusted gross income . If you checked any box under 9 Standard deduction or itemized deductions (from Standard Schedule A). Deduction, see instructions 10 Qualified business income deduction. Attach Form 8995 or 10 Form 8995-A 11a Scana secules gridth CamScanner 11b b Taxable income. Subtract line 11a from line 6 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat No. 11320B Form 1040 (2019) Form 1040 (2019) 571-78-5974 Page 2 12a 12b 13b John Fuji 12a Tax (see inst.) Check if any from Form(s): 108814 2 0 4972 30 b Add Schedule 2, line 3, and line 12a and enter the total 13a Child tax credit or credit for other dependents 13a b Add Schedule 3, line 7, and line 13a and enter the total Subtract line 13b from line 12b. If zero or less, enter- Other taxes, including self-employment tax, from Schedule 2, line 10. Add lines 14 and 15. This is your total tax Federal income tax withheld from Forms W-2 and 1099 Other payments and refundable credits: a Earned income credit (ETC) 14 14 15 15 16 16 17 17 18 18a If you have a qualifying child, attach Sch. EIC . If you have nontaxable combat pay, see structions. b Additional child tax credit. Attach Schedule 8812 18b c American opportunity credit from Form 8863, line 8 18c d Schedule 3, line 14 180 not inca utaturuchte. These autoamer payments and refundable credits 18e . If you have a 18 Other payments and refundable credits: qualifying child, a Earned income credit (EIC) 18a attach Sch. EIC. . If you have b Additional child tax credit. Attach Schedule 8812 18b nontaxable combat pay, see C American opportunity credit from Form 8863, line 8 18c instructions d Schedule 3, line 14... 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 18e 19 19 20 Refund 20 Add lines 17 and 18e. These are your total payments 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 8888 is attached, check here b Routing number Type: Checking Savings 21a Direct deposit? See instructions d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions .. 23 You Owe Estimated tax penalty (see instructions) 24 Third Party Do you want to allow another person (other than your paid preparer) to discuss this return with Yes. Complete below. the TOS? See irst utors. No 24 ca on....Seanne Check My Work 1 more Check My Work uses remaining Acti Schedule A Complete John's Schedule A. OMB No. 1545-0074 SCHEDULE A Itemized Deductions (Form 1040 or 1040-SR) Go to www.irs.gov/ Schedule for instructions and the latest information. 2019 Attach to Form 1040 or 1040-SR. Department of the Treasury Attachment Caution: If you are claiming a net qualified disaster loss on Form 4684, see the Internal Revenue Service (99) Sequence No. 07 instructions for line 16. Name(s) shown on Form 1040 or 1040-SR Your social security number John Fuji 571-78-5974 Caution. Do not include expenses reimbursed or paid by others. Medical and Dental Expenses 1 Medical and dental expenses (see instructions) 2 Enter amount from Form 1040 or 1040- SR, line 8b 3 Multiply line 2 by 10% (0.10). 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter - - 5 State and local taxes a State and local inconin taxes or general sales taxes. You may LIC.de the incontes o cal sales taxes on line 5o, but not both. If you elect to include general sales taxes instead of Taxes You Prid Paid 5a 5b a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box.. b State and local real estate taxes (see instructions) c State and local personal property taxes d Add lines Sa through 5c e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) 6 Other taxes. List type and amount 5c 5d 5e 7 Add lines 5e and 6 7 Interest 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see You Paid instructions and check this box Caution: a Home mortgage interest and points reported to you on Form 1098. See instructions if limited Your mortgage interest b Home mortgage interest not reported to you on Form 1098. If Andertion may paid to the person from whom you bought the home, see lehte se cistow that pe sowe na cheting no., and wctions) address Ba 8h c Points not reported to you on Form 1098. See instructions for special rules 8c d Reserved Bd 10 e Add lines Ba through 8c 9 Investment interest. Attach Form 4952 if required. See instructions. 9 10 Add lines Be and 9 Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, Charity see instructions 11 Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more, made a gift and see instructions. You must attach Form 8283 if over $500 12 got a benefit for 13 Carryover from prior year 13 it see instructions 14 Add lines 11 through 13 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disaster Theft Losses losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions Other 16 Other--from list in instructions. List type and amount Itemized Deductions 7 Me the amolints in the right column for as theyb 16 Nise enter this amount on 14 15 16 Tou So Mucho gradina hue london Rum tubo 10 , the day 1 Submit mi eye 17 ALCnized Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction