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Pierce (age 40, DOB: 9/18/79, SSN 219-00-1440), and Sharon Canon (age 36, DOB: 12/25/83, SSN 289-00-2222) are married and have lived together at 1210 Pinkerton

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Pierce (age 40, DOB: 9/18/79, SSN 219-00-1440), and Sharon Canon (age 36, DOB: 12/25/83, SSN 289-00-2222) are married and have lived together at 1210 Pinkerton Drive, Your City, Your State - Your Zip, for several years. Their twin daughters, Mia (age 6, DOB: 8/23/2013, SSN 369- 00-5478) and Maya (age 6, DOB: 8/23/2013, SSN 369-00-5479) lived with them all year. Pierce and Sharon want to designate $3 of their taxes for the Presidential Campaign Fund. The family was covered by health insurance for the entire year. Pierce is a dentist, and Sharon is a stay-at-home mom. Their 1099s and W-2s follow. They had the following expenses: Supplemental RX/vision insurance St. Francis Hospital Eyeglasses Dr. Middleton Dr. DeHart $3,600 2,950 300 1,254 2,053 Mortgage interest Real estate taxes Personal property tax Church donations Breast cancer charity $14,536 3,285 1,385 5,900 1,000 The Canons gave children's clothes and men's suits to the Salvation Army (6100 Midlothian Turnpike, Your City. Your State - Your Zip). The items were purchased on various dates for $4,600. The clothing was donated on November 25". The consignment value of the clothing was $945. They donated two new laptops to the Children's Miracle Network (8795 Loving Avenue, Your City, Your State - Your Zip) on March 20. The cost of the laptops were $2,700, and they were purchased the same day they were donated to CMN. They itemized last year and received a state refund of $26 a Employee's social security number 219-00-1440 b Employer identification number (EIN) 63-2125332 c Employer's name, address, and ZIP code Healthy Smiles PO Box 658 Your City. Your State - Your ZIP Safe, eccurate, Visit the IRS website at OMB No 1545-0008 FASTI U e file www.irs.gov/file 1 Wages, tips, other compensation 2 Federal income tax withhold 164900.00 23500.00 3 Social security wages 4 Social security tax withhold 128400.00 7960.80 5 Medicare wages and tips 6 Medicare tax withheld 179400.00 2601.30 7 Social security tips 8 Alocated tips 9 10 Dependent care benefits d Control number Last name Suff 11 Nonqualified plans 12a See instructions for bok 12 . Employee's first name and initial Pierce Canon D 14500.00 12b sick pay 1210 Pinkerton Drive Your City, Your State - Your ZIP 13 Statutory Retirement Third-party employee plan X 14 Other 12c 12d f Employee's address and ZIP code 15 State Employer's state ID number YS 548995232 18 Local wages, tips, etc. 19 Local income tax 20 Locally name 16 State wages, tips, etc. 17 State income tax 164900.00 11543.00 Department of the Treasury - Internal Revenue Service Form W-2 20XX Wage and Tax Statement Copy B-To Be Filed With Employee's FEDERAL Tax Return This information is being furnished to the Internal Revenue Service Carter's Investments 9299 Abernathy Drive, Suite C The Gresham Office Park Your City, Your State - Your Zip Broker: Matt Harper 800-555-5555 Account number: 698-85242253 Account owner: Pierce Canon 1210 Pinkerton Drive Your City. Your State - Your Zip Social Security Number: 219-00-1440 Form 1099-B Transaction Trade Date Not Covered Shares Sold Price/Share Proceeds Less Commissions SOLD 01/13/2019 500 shares of Global $20 $10,000.00 Transaction Trade Date Shares Sold Price/Share Cost plus Commissions PURCHASE 10/19/2010 500 shares of Global $15 $7,500.00 Total long-term gains or losses for noncovered securities $2,500.00 OMB No 1545 0112 CORRECTED (if checked) PAYER'Same, street cas, cly or town, stue or province, country, ZIP Payer's RTN (optional or foreign postal code, and telephone no. The Big Bank 1 Interest income 9210 E. 21" Street Your City. Your State - Your ZIP $ 2385.00 2 Emty withdrawal penalty 20XX Interest Income Form 1099-INT PAYER federal defication number RECIPIENTS Identification number Copy B 54-2311721 219-00-1440 3 interest on US Sawngt bonds and Trom, obligatiora For Recipient RECIPIENT'S name Pierce and Sharon Canon 4 Federal income tax withheld Svestment expenses Foreign tax pad $ 7 Foreign country of U.S. Possession Street arms (including apt no) 1210 Pinkerton Drive Cly or town, state or province, country and ZP or foreign postal code Your City. Your State - Your ZIP Tar exemples Specified private invity bond This is important fax information and is being furnished to the Internal Revenue Service you are required to file return a negligence penalty or other sanction may be imposed on you this income is taxable and the IRS determines that it has not been reported $ 11 Bond premium 10 Market Decount FATCA fing requirement $ 12 lion prenumon Treurgator $ 14 Tax-exempt and tax credit bond CUSIP 13 Bonummontaremont $ 15 Site 16 Studentication Account number is instruction 17 States with Form 1099-INT keep for your records) www.irs govform 1099int Department of the Treasury - Internal Revenue Service CORRECTED (if checked) PAYER'S nama stront addess, oly or town, or province, county ZP 1a Tot ordinary dividends or foreign postcode, and inaphone no $ 256.00 AT&T 1b Qualified dividends OMB No 1545-0110 20XX Dividends and Distributions 2 Call Lane Your City. Your State - Your ZIP 2a Total capital gain distr $ 2c Section 1202 gain Form 1099-DIV 2b Unrecap. Soc. 1250 gain $ 24 Collectibles (288) gain Copy B PAYER'S Federal identification number RECIPIENTS Identification number For Recipient 54-1658682 219-00-1440 3 Nondividend distributions RECIPIENTS name Pierce and Sharon Canon Street address (including at no.) 1210 Pinkerton Drive 6 Foreign tax paid City or town state of province, county, and ZIP or foreign postal code Your City. Your State - Your ZIP $ 8 Cash liquidation distributions $ 10 Exempt-interest dividends $ This is important 4 Federal income tax withheld information and is being furnished to 5 Investment expenses the internal Revenue Service. If you are 7 Foreign country or US possession required to a retum a negligence penalty or other action 9 Noncash liquidation distributions may be imposed on you if this income taxable 5 and the IRS 11 Specfed private activity dermines that it has not been reported bond interest dividends $ 14 State tax withheld $ $ Department of the Treasury - Internal Revenue Service FATCA Sing requirement Account number (see instructions) $ 12 State 13 State identification no. Form 1099-DIV (keep for your records) www.irs/form1099div 1. Answer the following question based on the tax return you prepared for Pierce and Sharon Canon: Select the total wages: CA) $164.900 CB) $167,285 CC) $168,292 CD) $167.400

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