Pedro Taxpayer (SS 213-89-9976) (Date of birth 01/01/1955) is married to Margie Taxpayer (SS 324-99-0090) (Date of birth 02/02/1958). They reside in: 4549 Lone Oak Ave Eagan, MN 55632 Salaries: They both have a Part Time" at Walmart: The information on the W2 is: - Pedro ..... - Margie. 7 .. 815 ..919 OTHER INFORMATION: Received 1,250 taxable interest from Banco Caridad Pedro received $1,000 in ordinary dividends, $500 is exempt Received $24,500 of Social Security income: 85% is tax exempt. Margie receives income from an Annuity, $9,500 taxable annually, $476 of "Tax" was withheld T INSTRUCTIONS: to. Prepare Form 1040 SR and determine if they have to pay more taxes or have a refund. ...... $15,000............ Tax withheld 12,000 tax withheld