John Fuji (birthdate June 6, 1981) received the following Form W-2 from his employer related to his job as a manager at a Washington apple-processing plant:

2B. John Fuji (birthdate June 6, 1981) received the following Form W-2 from his employer related to his job as a manager at a Washington apple-processing plant: a Employd's cocial courly number 571-78-5974 b Employer identification number (EIN) 34-7654321 c Employer's name, address, and ZIP code Granny Smith Apple Co. 200 Ahtanum Road Yakima, WA 98903 Safe, accurate, e FASTI USO OMB No. 1545-0000 1 Wages, tips, other compensation 75,000.00 3 Social security wages 75,000.00 5 Medicare wages and tips 75,000.00 7 Social security tips Vist the IRS Webste at file www.lrs.gowelle 2 Federal Income tax withheld 9,700.00 4 Social courty tax withheld 4,650.00 8 Medicare tax withheld 1,087.50 8 Allocated tipo d Control number 9 10 Dependent care benefits Surr.11 Nonquilled plans . Employee's first name and intial Last name John Fuji 468 Bonnie Doon Avenue Yakima, WA 98902 12a See Instructions for box 12 : 12b 13 very Third-party k per 14 Other 120 12d f Employee's address and AP code 15 Stale Employer's state D number WAL 16 State wages, tips, o. 17 State income tax 18 Local wages, tips, ate 10 Local income tax 20 Locality name W-2 wage and Tax Statement 2020 Department of the Treasury - Internal Revenue Service Form Copy B-To Be Flled With Employee's FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service. John's other income includes interest on a Certificate of Deposit reported on a Form 1099-INT: CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, AP Payer's RTN (optional OMB No. 1545-0112 or foreign postal code, and telephone no. Braeburn National Bank 2020 Interest 1600 W. Nob Hill Rd. 1 Interest income Income Yakima, WA 98902 984.55 $ Fom 1099-INT 2 Early withdrawal penalty Copy B PAYER STIN RECIPIENT'S TIN $ For Recipient 3 Interest on U.S. Savings Bonds and Treas.obligations 54-9019016 571-78-5974 $ FECIPIENT'S name 4 Federal income tax withheld 5 Investment expenses This is important tax 0.00 John Fuji information and is being furnished to the Foreign tax pald 7 Foreign country or U.S. possession IRS. If you are Street address including apt. no.) $ required to file a 468 Bonnie Doon Ave. 8 Tax-exempt interest 9 Specified private activity bond return, a negligence interest penalty or other sanction may be City or town, state or province, country, and AP or foreign postal code $ $ imposed on you if Yakima, WA 98902 10 Market discount 11 Bond premium this income is taxable and the IRS determines that it has FATCA filing $ $ not been reported. requirement 12 Bond premiuri on Toxury obligatione 13 Bond premiun on tas-sompt bond $ $ Account number (see instructions 14 Tax-exempt and tax credit 15 State 16 State identification no. 17 State tax withheld bond CUSP no $ 15 Form 1090-INT (keep for your records) www.irs.gowForm1099INT Department of the Treasury - Internal Revenue Service Also, in accordance with the January 2016 divorce decree he paid $500 per month alimony to his ex-wife (Dora Fuji, Social Security number 573-79-6075) in 2020. John received the following Form 1098 reporting mortgage interest and property taxes: 2020 Mortgage Interest Statement CORRECTED (if checked) RECIPIENT'S/LENDER'S name, street address, city or town, state or "Caution: The amount shown may OMB No. 1545-1380 province, country, ZIP or foreign postal code, and telephone no. not be fully deductible by you. Limits based on the ban amount Braeburn National Bank and the cost and value of the secured property may apply. Also, 1600 W. Nob Hill Blvd. you may only deducerest to the externt i was incurred by you Yakima, WA 98902 actually paid by you, and not reimbursed by another person. Fom 1098 1 Mortgage interest received from payer(sborrowers) $ 7,803.22 RECIPIENT'S LENDER'S TIN PAYER'S/BORROWER'S TIN 2 Outstanding mortgage 3 Mortgage origination date principal 54-9019016 571-78-5974 $ 256,341.99 10/1/2017 4 Refund of over paid 5 Morgage insurance interest premium PAYER'S/BORROWER'S name $ $ John Fuji 6 Points paid on purchase of principal residence $ Street address (including spt.no.) 7 Xif address of property securing mortgage is the same as PAYER'S/BOFROWER'S address, the box is checked, or 468 Bonnie Doon Avenue the address or description is entered in box . City or town, state or province, country, and ZIP or foreign postal code 8 Address or description of property securing mortgage (see Yakima, WA 98902 instructions) Copy B For Payer/ Borrower The information in boxes 1 through 9 and 11 is important tax information and is being furnished to the AS. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if the IRS determines the an underpayment of tax results because you overstated a deduction for this mortgage interest or for these pants, reported in boxes 1 and 6: Obecause you didn't report the refund of interest box 4 or because you claimed a nordeductible item. 10 Other 9 Number of properties securing the mortgage 1 Prop. Taxes $2,000.00 11 Mortgage acquisition date Account number (see instructions) Form 1098 Keep for your records) www.rs.gov/Form109e Department of the Treasury - Intemal Revenue Service Iltallat dat diefon obor aubatituto Town John tried his hand at day trading for one week in February 2020. He received a substitute Form 1099-B from his broker. Because the IRS was provided the acquisition date and basis for all trades and none required any adjustments or codes, these can be entered as a summary entry into Schedule D and no Form 8949 needs to be prepared. John Fuji 468 Bonnie Doon Ave. Yakima, WA 98902 XXX-XX-5974 la 2 ST/LT ST ST ST ST ST Little John Brokerage Statement 100 Nottingham Street Sherwood Forest, MA 01233 Substitute Form 1099-B Tax Year 2020 1b 1c Descrip Shares Purchase Sale Moderni Pharm 44 2/3/2020 2/3/2020 Moderni Pharm 37 2/3/2020 2/3/2020 Moderni Pharm 31 2/3/2020 2/3/2020 Moderni Pharm 28 2/3/2020 2/3/2020 Moderni Pharm 34 2/3/2020 2/3/2020 Moderni Pharm 21 2/4/2020 2/4/2020 Moderni Pharm 40 2/4/2020 2/4/2020 Moderni Pharm 32 2/4/2020 2/4/2020 Moderni Pharm 35 2/4/2020 2/4/2020 Moderni Pharm 30 2/4/2020 2/4/2020 Moderni Pharm 42 2/5/2020 2/5/2020 Moderni Pharm 28 2/5/2020 2/5/2020 Moderni Pharm 33 2/5/2020 2/5/2020 Moderni Pharm 21 2/5/2020 2/5/2020 Moderni Pharm 32 2/5/2020 2/5/2020 Moderni Pharm 39 2/6/2020 2/6/2020 Moderni Pharm 40 2/6/2020 2/6/2020 Moderni Pharm 38 2/6/2020 2/6/2020 Moderni Pharm 34 2/6/2020 2/6/2020 10 le Net Gain Proceeds Cost Basis or Loss 890.00 888.00 2.00 740.00 738.00 2.00 623.00 473.00 150.00 569.00 593.00 (24.00) 683.00 443.00 240.00 422.00 172.00 250.00 786.00 767.00 19.00 646.00 464.00 182.00 692.00 495.00 197.00 595.00 478.00 117.00 847.00 579.00 268.00 565.00 433.00 132.00 664.00 421.00 243.00 422.00 277.00 145.00 630.00 478.00 152.00 780.00 509.00 271.00 796.00 711.00 85.00 754.00 484.00 270.00 674.00 424.00 250.00 12,778.00 9,827.00 2,951.00 ST ST ST ST ST ST ST ST ST ST ST ST ST ST During 2020, John paid the following amounts (all of which can be substantiated): Auto loan interest 1,575 Credit card interest 655 State sales tax (actual exceeds estimated) 1,780 Doctor bills 4,000 Other deductible medical expenses 1,800 Income tax preparation fee 500 Job-hunting expenses Cash charitable donation to the Jonagold Research Center 400 John's employer offers a retirement plan, but John does not participate. Instead, he made a $4,000 contribution to a Roth IRA. 925 John received a $1,200 EIP in 2020. Required: Complete John's federal tax return for 2020. Use Form 1040, Schedule 1, Schedule A, and Schedule D as needed to complete this tax return. Make realistic assumptions about any missing data