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Jorge Gomez is a single taxpayer. His SSN is 412-34-5670, and he lives at 5037 Circle Court, Crestview, IL 60543. He is a supervisor and

Jorge Gomez is a single taxpayer. His SSN is 412-34-5670, and he lives at 5037 Circle Court, Crestview, IL 60543. He is a supervisor and his W2 for 2018 shows gross wages of $94,850 with $5,881 of social security and $1,375 of Medicare taxes withheld. He has $14,500 of federal withholding and $2,595 in state withholding. Jorge does not itemize. He had the following stock transactions for the year:

Stock Shares Date Purchased Date Sold Sale Price Cost Basis
5,500 7/8/17 9/21/18 $ 15,000 $ 18,000
800 3/12/18 10/21/18 43,000 47,000
2,800 2/13/11 10/21/18 30,000 22,000

He also has interest from a savings account with Local Neighborhood Bank of $250 and a dividend from a Form 1099-DIV from ABC Brokerage showing $1,600 in ordinary dividends, of which $1,350 are qualified dividends.

Prepare a 2018 Form 1040 for Jorge and all related schedules and forms. Jorge had qualifying health care coverage at all times during the tax year. (Instructions can be found on certain cells within the forms. Input all the values as positive numbers.)

Use the appropriate Tax Tables.

1040 for a Single taxpayer with no dependents.

  • 1040 PG 1
  • 1040 PG 2
  • Schedule 1
  • Schedule B
  • Schedule D PG1
  • Schedule D PG2

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