Logan B Taylor is a widower whose wife, Sara, died on June 6, 2016 He lives at 4680 Dogwood Lane, Springfield, MO 65801 He is employed as a paralegal by a local law firm During 2018, he had the following receipts Salary $ 80,000 Interest income Money market account at Omni Bank $300 Savings account at Boone State Bank 1,100 City of Springfield general purpose bonds 3,000 4,400 Inheritance from Daniel 60,000 Life insurance proceeds 200,000 Amount from sale of St Louis lot 80,000 Proceeds from estate sale 9,000 Federal income tax refund (for 2017 tax overpayment) 700 Logan inherited securities worth $60,000 from his uncle, Daniel, who died in 2018 Logan also was the designated beneficiary of an insurance policy on Daniel's life with a maturity value of $200,000 The lot in St Louis was purchased on May 2, 2013, for $85,000 and held as an investment Because the neighborhood has deteriorated, Logan decided to cut his losses and sold the lot on January 5, 2018, for $80,000 The estate sale consisted largely of items belonging to Sara and Daniel (e g , camper, boat, furniture, and fishing and hunting equipment) Logan estimates that the property sold originally cost at least twice the $9,000 he received and has declined or stayed the same in value since Sara and Daniel died Logan's expenditures for 2018 include the following Medical expenses (including $10,500 for dental) $11,500 Taxes State of Missouri income tax (includes withholdings during 2018) $4,200 Property taxes on personal residence 4,500 8,700 Interest on home mortgage (Boone State Bank) 5,600 Contribution to church (paid pledges for 2018 and 2019) 4,800 Logan and his dependents are covered by his employer's health insurance policy for all of 2018 However, he is subject to a deductible, and dental care is not included The $10,500 dental charge was for Helen's implants Helen is Logan's widowed mother, who lives with him (see below) Logan normally pledges $2,400 ($200 per month) each year to his church On December 5, 2018, upon the advice of his pastor, he prepaid his pledge for 2019 Logan's household, all of whom he supports, includes the following Social Security Number Birth Date Logan Taylor (age 48) 123 45 6787 08 30 1970 Helen Taylor (age 70) 123 45 6780 01 13 1948 Asher Taylor (age 23) 123 45 6783 07 18 1995 Mia Taylor (age 22) 123 45 6784 02 16 1996 Helen receives a modest Social Security benefit Asher, a son, is a full time student in dental school and earns $4,500 as a part time dental assistant Mia, a daughter, does not work and is engaged to be married Federal income tax of $4,500 was withheld from his wages Complete Form 1040 below for Logan Taylor Form 1040 (2018) Logan B Taylor 123 45 6787 Page 2 Attach Form(s) W 2 Also attach Form(s) W 2G and 1099 R if tax was withheld 1 Wages, salaries, tips, etc Attach Form(s) W 2 1 80,000 2a Tax exempt interest 2a 3000 b Taxable interest 2b 1400 3a Qualified dividends 3a b Ordinary dividends 3b 4a IRAs, pensions, and annuities 4a b Taxable amount 4b 5a Social security benefits 5a b Taxable amount 5b 6 Total income Add lines 1 through 5 Add any amount from Schedule 1, line 22 3000 6 78400 7 Adjusted gross income If you have no adjustments to income, enter the amount from line 6 otherwise, subtract Schedule 1, line 36, from line 6 7 78400 Standard Deduction for Single or married filing separately, $12,000 Married filing jointly or Qualifying widow(er), $24,000 Head of household, $18,000 If you checked any box under Standard deduction, see instructions 8 Standard deduction or itemized deductions (from Schedule A) 8 24720 9 Qualified business income deduction (see instructions) 9 10 Taxable income Subtract lines 8 and 9 from line 7 If zero or less, enter 0 10 53680 11 a Tax (see inst) (check if any from 1 Form(s) 8814 2 Form 4972 3 ) b Add any amount from Schedule 2 and check here 11 12 a Child tax credit credit for other dependents 1500 b Add any amount from Schedule 3 and check here 12 1500 13 Subtract line 12 from line 11 If zero or less, enter 0 13 14 Other taxes Attach Schedule 4 14 15 Total tax Add lines 13 and 14 15 16 Federal income tax withheld from Forms W 2 and 1099 16 4500 17 Refundable credits a EIC (see inst ) b Sch 8812 c Form 8863 Add any amount from Schedule 5 17 18 Add lines 16 and 17 These are your total payments 18 4500 Refund 19 If line 18 is more than line 15, subtract line 15 from line 18 This is the amount you overpaid 19 20a Amount of line 19 you want refunded to you If Form 8888 is attached, check here 20a Direct deposit b Routing number c Type Checking Savings See instructions d Account number 21 Amount of line 19 you want applied to your 2019 estimated tax 21 Amount You Owe 22 Amount you owe Subtract line 18 from line 15 For details on how to pay, see instructions 22 23 Estimated tax penalty (see instructions) 23 Form 1040 (2018) I need help with 11a where it says Tax (see inst), 11, 13 15, and 22

Question

Logan B  Taylor is a widower whose wife, Sara, died on June 6, 2016  He lives at 4680 Dogwood Lane, Springfield, MO 65801  He is employed as a paralegal by a local law firm  During 2018, he had the following receipts  Salary $ 80,000 Interest income Money market account at Omni Bank $300 Savings account at Boone State Bank 1,100 City of Springfield general purpose bonds 3,000 4,400 Inheritance from Daniel 60,000 Life insurance proceeds 200,000 Amount from sale of St  Louis lot 80,000 Proceeds from estate sale 9,000 Federal income tax refund (for 2017 tax overpayment) 700 Logan inherited securities worth $60,000 from his uncle, Daniel, who died in 2018  Logan also was the designated beneficiary of an insurance policy on Daniel's life with a maturity value of $200,000  The lot in St  Louis was purchased on May 2, 2013, for $85,000 and held as an investment  Because the neighborhood has deteriorated, Logan decided to cut his losses and sold the lot on January 5, 2018, for $80,000  The estate sale consisted largely of items belonging to Sara and Daniel (e g , camper, boat, furniture, and fishing and hunting equipment)  Logan estimates that the property sold originally cost at least twice the $9,000 he received and has declined or stayed the same in value since Sara and Daniel died  Logan's expenditures for 2018 include the following  Medical expenses (including $10,500 for dental) $11,500 Taxes State of Missouri income tax (includes withholdings during 2018) $4,200 Property taxes on personal residence 4,500 8,700 Interest on home mortgage (Boone State Bank) 5,600 Contribution to church (paid pledges for 2018 and 2019) 4,800 Logan and his dependents are covered by his employer's health insurance policy for all of 2018  However, he is subject to a deductible, and dental care is not included  The $10,500 dental charge was for Helen's implants  Helen is Logan's widowed mother, who lives with him (see below)  Logan normally pledges $2,400 ($200 per month) each year to his church  On December 5, 2018, upon the advice of his pastor, he prepaid his pledge for 2019  Logan's household, all of whom he supports, includes the following  Social Security Number Birth Date Logan Taylor (age 48) 123 45 6787 08 30 1970 Helen Taylor (age 70) 123 45 6780 01 13 1948 Asher Taylor (age 23) 123 45 6783 07 18 1995 Mia Taylor (age 22) 123 45 6784 02 16 1996 Helen receives a modest Social Security benefit  Asher, a son, is a full time student in dental school and earns $4,500 as a part time dental assistant  Mia, a daughter, does not work and is engaged to be married  Federal income tax of $4,500 was withheld from his wages  Complete Form 1040 below for Logan Taylor  Form 1040 (2018) Logan B  Taylor 123 45 6787 Page 2 Attach Form(s) W 2  Also attach Form(s) W 2G and 1099 R if tax was withheld  1 Wages, salaries, tips, etc  Attach Form(s) W 2                                             1 80,000 2a Tax exempt interest 2a 3000 b Taxable interest 2b 1400 3a Qualified dividends 3a b Ordinary dividends 3b 4a IRAs, pensions, and annuities 4a b Taxable amount 4b 5a Social security benefits 5a b Taxable amount 5b 6 Total income  Add lines 1 through 5  Add any amount from Schedule 1, line 22  3000                                                                                     6 78400 7 Adjusted gross income  If you have no adjustments to income, enter the amount from line 6  otherwise, subtract Schedule 1, line 36, from line 6                             7 78400 Standard Deduction for Single or married filing separately, $12,000 Married filing jointly or Qualifying widow(er), $24,000 Head of household, $18,000 If you checked any box under Standard deduction, see instructions  8 Standard deduction or itemized deductions (from Schedule A)                       8 24720 9 Qualified business income deduction (see instructions)                                         9 10 Taxable income  Subtract lines 8 and 9 from line 7  If zero or less, enter  0          10 53680 11 a Tax (see inst)   (check if any from  1 Form(s) 8814 2 Form 4972 3 ) b Add any amount from Schedule 2 and check here                                       11   12 a Child tax credit credit for other dependents 1500 b Add any amount from Schedule 3 and check here                                       12 1500 13 Subtract line 12 from line 11  If zero or less, enter  0                                          13   14 Other taxes  Attach Schedule 4                                                                     14   15 Total tax  Add lines 13 and 14                                                                           15   16 Federal income tax withheld from Forms W 2 and 1099                                         16 4500 17 Refundable credits  a EIC (see inst ) b Sch 8812 c Form 8863 Add any amount from Schedule 5                                         17 18 Add lines 16 and 17  These are your total payments                                           18 4500 Refund 19 If line 18 is more than line 15, subtract line 15 from line 18  This is the amount you overpaid                                                                                                 19 20a Amount of line 19 you want refunded to you  If Form 8888 is attached, check here                                                                                                           20a Direct deposit  b Routing number c Type  Checking Savings See instructions  d Account number 21 Amount of line 19 you want applied to your 2019 estimated tax                                     21 Amount You Owe 22 Amount you owe  Subtract line 18 from line 15  For details on how to pay, see instructions                                                                                                   22   23 Estimated tax penalty (see instructions)           23 Form 1040 (2018) I need help with 11a where it says  Tax (see inst),  11, 13 15, and 22

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	Social Security Number	Birth Date
Logan Taylor (age 48)	123-45-6787	08/30/1970
Helen Taylor (age 70)	123-45-6780	01/13/1948
Asher Taylor (age 23)	123-45-6783	07/18/1995
Mia Taylor (age 22)	123-45-6784	02/16/1996

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Logan B. Taylor is a widower whose wife, Sara, died on June 6, 2016. He lives at 4680 Dogwood Lane, Springfield, MO 65801. He is

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Salary		$ 80,000
Interest income
Money market account at Omni Bank	$300
Savings account at Boone State Bank	1,100
City of Springfield general purpose bonds	3,000	4,400
Inheritance from Daniel		60,000
Life insurance proceeds		200,000
Amount from sale of St. Louis lot		80,000
Proceeds from estate sale		9,000
Federal income tax refund (for 2017 tax overpayment)		700

Medical expenses (including $10,500 for dental)		$11,500
Taxes
State of Missouri income tax (includes withholdings during 2018)	$4,200
Property taxes on personal residence	4,500	8,700
Interest on home mortgage (Boone State Bank)		5,600
Contribution to church (paid pledges for 2018 and 2019)		4,800