Question
Martin S. Albert is 39 years old and is married to Michele R. Albert (Social Security number 123-00-6789), age 38. The Alberts live at 512
Martin S. Albert is 39 years old and is married to Michele R. Albert (Social Security number 123-00-6789), age 38. The Alberts live at 512 Ferry Road, Newport News, VA 23601. They file a joint return and have two children, Charlene, age 15, and Jordan, age 20. Charlene's Social Security number is 123-00-6788, and Jordan's social security number is 123-00-6646. The children lived with the Alberts the entire year and were full-time students. Martin also provides over 1/2 the support for his mother, Sara Albert (ss number 123-00-6646), who lives in her own home. His mother is 66 and her only source of income is social security. Michele's cousin moved into the household on June 1. Michele and Martin provided provided the only support for the 15 year old cousin. In 2018, Martin and Michele had the following transactions:
1. Martin is a construction engineer. His W-2 is attached.
2. Michele has been declared legally blind
3. The Alberts also have some interest earned on investments and accounts. See attached 1099-int
4. Michele won $1,500 in the VA lottery
5. Martin paid $6,600 alimony to his former wife, Rose T. Morgan (ss number 123-45-6786). The divorce was finalized in 2015.
6. Martin and Michele received a 1098 from Bank of Virginia indicating they paid $12,500 in mortgage interest on their home. See attached form 1098.
7. The Alberts paid $3,700 in Real Estate taxes on their income
8. Martin and Michele paid cash contributions to the church totaling $4,800
9. The Alfred's all had health insurance coverage for the entire year.
Using the Tax documents provided and information above, complete forms 1040, Schedule 1, A and B. Remember to use the 2018 standard deductions and tax rates from Appendix F
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