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Jamie and Cecilia Reyes are husband and wife and file a joint return. They live at 5677 Apple Cove Road, Boise, ID 83722. Jamie's social security number is 412-34-5670 (date of birth 6/15/1970) and Cecilia's is 412-34-5671 (date of birth 4/12/1972). They provide more than half of the support of their daughter, Carmen (age 23), social security number 412-34-5672 (date of birth 9/1/1996), who is a full- time veterinarian school student. Carmen received a $3,200 scholarship covering some of her tuition at college. She was not required to perform any services to receive the scholarship. Jamie and Cecilia furnish all of the support of Maria (Jamie's grandmother), social security number 412-34-5673 (date of birth 11/6/1949), who is age 70 and lives in a nursing home. They also have a son, Gustavo (age 4), social security number 412-34-5674 (date of birth 3/14/2015). Jamie's W-2 contained the following information: Federal Wages (box 1) Federal w/H (box 2) Social Security wages (box 3) Social Security W/H (box 4) Medicare Wages (box 5) Medicare w/H (box 6) State Wages (box 16) State W/H (box 17) = $ 145,625.00 = $ 15,112.35 = $ 128,400.00 = $ 7,960.80 = $ 145,625.00 = $ 2,111.56 = $ 145,625.00 = $ 5,435.00 Other receipts for the couple were as follows: $2,500 $ 220 22 1,250 Dividends (all qualified dividends) Interest income: Union Bank State of Idaho-interest on tax refund City of Boise school bonds Interest from U.S. savings bonds (not used for educational purposes) 2018 federal income tax refund received in 2019 2018 state income tax refund received in 2019 Idaho lottery winnings Casino slot machine winnings Gambling losses at casino 410 2,007 218 1,100 2,250 6,500 Real es 5,025 1,044 Other information that the Reyeses provided for the 2019 tax year: Mortgage interest on personal residence $ 11,081 Loan interest on fully equipped motor home 3,010 Doctor's fee for a face-lift for Mrs. Reyes 8,800 Dentist's fee for a new dental bridge for Mr. Reyes 3,500 Vitamins for the entire family 110 estate property taxes paid DMV fees on on motor home (tax portion) DMV fees on family autos (tax portion) Doctors bills for gra 436 grandmother Nursing home for grandmother 10,200 Wheelchair for grandmother 1,030 Property taxes on boat Interest on personal credit card 550 Interest on loan to buy public school district bonds 270 Cash contributions to church (all the contributions were in cash and none more than $250 at any one time) 6,100 Cash contribution to man at bottom of freeway off-ramp 25 Contribution of furniture to Goodwill-cost basis 4,000 Contribution of same furniture listed above to Goodwill-fair market value 410 Tax return preparation fee for 2018 taxes 625 2,960 134 Required: Prepare a Form 1040 and appropriate schedules for the completion of the Reyes's tax return. They do not want to contribute to the presidential election campaign and do not want anyone to be a third-party designee. For any missing information, make reasonable assumptions. (List the names of the taxpayers and any income they receive in the order in which they appear in the problem. Enter the required information in the Dependents section in a chronological order of "Dependent's social security number". Input all the values as positive numbers unless otherwise stated in the forms. Instructions can be found on certain cells within the forms. Round your final answers to the nearest whole dollar amount. Do not skip rows while entering in Deductions section of Form 1040 PG1 and in Interest section of Schedule B.) 1040 PG 1 1040 PG 2 Schedule 1 Schedule A Schedule B Qualified Dividend Page 1 of Form 1040. Use provided information and follow instructions on form. Department of the Treasury-Internal Revenue Form 1040 Service (99) 2019 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. U.S. Individual Income Tax Return Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box. a child but not your dependent. Your first name and middle initial Last name Your social security number (Enter as XXX-XX-XXXX) Jamie Reyes 412-34-5670 If joint return, spouse's first name and middle initial Last name Spouse's social security number (Enter as XXX-XX- Xxxx) Cecilia Reyes 412-34-5671 Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign 5677 Apple Cove Road Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). your tax or refund. Boise, ID 83722 | You Spouse Foreign country name Foreign province/state/county Foreign postal code If more than four dependents, see instructions and here Someone can claim: You as a dependent Standard Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): (1) First name Last name (Enter as xxx-xx-xxxx) Child tax credit Credit for other dependents Carmen Reyes 412-34-5672 Daughter Maria Reyes 412-34-5673 Grandparent Gustavo Reyes 412-34-5674 Son 1 Wages, salaries, tips, etc. Attach Form(s) W-2 1 145,625 2a Tax-exempt interest 2a 1,250 2b 652 b Taxable interest. Attach Sch. B if required b Ordinary dividends. Attach Sch. B if required 3a Qualified dividends 3a 2,500 3b 4a IRA distributions 4a b Taxable amount 4b c Pensions and annuities 4c d Taxable amount 4d 5a Social security benefits 5a b Taxable amount 5b 6 Capital gain or loss). Attach Schedule D if required. If not required, check here 6 7a Other income from Schedule 1, line 9 7a 10,068 Standard Deduction for- . Single or Married filing separately, $12,200 Married filing jointly or Qualifying widow(er), $24,400 Head of household, $18,350 If you checked any box under Standard Deduction, see instructions. b Add lines 1, 2b, 36, 46, 4d, 55, 6, and 7a. This is your total income 7b 156,345 8a Adjustments to income from Schedule 1, line 22 8 b Subtract line 8a from line 7b. This is your adjusted gross income 8b 156,345 9 Standard deduction or itemized deductions (from Schedule A) 9 33,412 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 11a Add lines 9 and 10 11a 33,412 122,933 b Taxable income. Subtract line 11a from line 8b 11b For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2019) Form 1040 (2019) Jamie Reyes Cecilia Reyes 412-34-5670 Page 2 12a Tax (see inst.) Check if any from Form(s): (1) 8814 (2) 4972 (3) 12a b Add Schedule 2, line 3, and line 12a and enter the total 12b 13a Child tax credit or credit for other dependents 13a 2,000 b Add Schedule 3, line 7, and line 13a and enter the total 13b 2,000 14 Subtract line 13b from line 12b. If zero or less, enter -0- 14 15 Other taxes, including self-employment tax, from Schedule 2, line 10 15 16 Add lines 14 and 15. This is your total tax 16 0 17 Federal income tax withheld from Forms W-2 and 1099 17 15,112 18 Other payments and refundable credits: a Earned income credit (EIC) 18a If you have a qualifying child, attach Sch. EIC. If you have nontaxable combat pay, see instructions. b Additional child tax credit. Attach Schedule 8812 18b c American opportunity credit from Form 8863, line 8 18c d Schedule 3, line 14 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 18e 0 19 Add lines 17 and 18e. These are your total payments 19 15,112 20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 20 Refund 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here 21a b Routing number c Type: Checking Savings Direct deposit? See instructions. d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 OMB No. 1545-0074 SCHEDULE 1 (Form 1040 or 1040-SR) Additional Income and Adjustments to Income 2019 Attach to Form 1040 or 1040-SR. Department of the Treasury Internal Revenue Service Attachment Sequence No. 01 Go to www.irs.gov/Form 1040 for instructions and the latest information. Name(s) shown on Form 1040 or 1040-SR Your social security number (Enter as XXX-XX-XXXX) Jamie Reyes Cecilia Reyes 412-34-5670 Parti Additional Income Taxable refunds, credits, or offsets of state and local income taxes 1 1 218 2a Alimony received 2a b Date of original divorce or separation agreement (see instructions) Business income or (loss). Attach Schedule C 3 3 4 Other gains or losses). Attach Form 4797 4 6,500 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 5 6 Farm income or loss). Attach Schedule F 6 7 Unemployment compensation 7 8 8 3,350 Other income. List type and amount Gambling winnings Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a 9 9 10,068 OMB No. 1545-0074 2019 Attachment Sequence No. 07 Your social security number 412-34-5670 SCHEDULE A Itemized Deductions (Form 1040 or 1040-SR) Go to www.irs.gov/Schedule A for instructions and the latest information. Department of the Treasury Attach to Form 1040 or 1040-SR. Internal Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Name(s) shown on Form 1040 or 1040-SR Jamie Reyes Cecilia Reyes Medical Caution: Do not include expenses reimbursed or paid by others. and 1 Medical and dental expenses (see instructions) 17,690 Dental 2 Enter amount from Form 2 1040 or 1040-SR, line 8b Expenses 156,345 3 Multiply line 2 by 7.5% (0.075) 11,648 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter-O- Taxes You 5 State and local taxes. Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, 1 4 6,042 check this box 5a 5b 5,025 5c 1,614 b State and local real estate taxes (see instructions) c State and local personal property taxes d Add lines 5a through 5c e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) 6 Other taxes. List type and amount 5d 6,639 5e 6,639 270 7 Add lines 5e and 6 7 6,909 8a 14,091 8 Home mortgage interest and points. If you didn't use all of your home Interest You mortgage loan(s) to buy, build, or improve your home, see instructions and check this box Paid a Home mortgage interest and points reported to you on Form 1098. See instructions if limited Caution: Your b Home mortgage interest not reported to you on Form 1098. See mortgage interest instructions if limited. If paid to the person from whom you bought the deduction may be home, see instructions and show that person's name, identifying no., and limited (see address instruction) 14,091 270 10 14,361 8b c Points not reported to you on Form 1098. See instructions for special 8c rules d Mortgage insurance premiums (see instructions) 8d e Add lines 8a through 8d 8e 9 Investment interest. Attach Form 4952 if required. See instructions 9 10 Add lines 8e and 9 Gifts to 11 Gifts by cash or check. you made any gift of $250 or more, see 11 instructions Charity 12 Other than by cash or check. If you made any gift of $250 or more, see instructions. You must attach Form 8283 if over $500 12 Caution: If you made a gift and got a benefit 13 Carryover from prior year 13 for it, see instructions. 14 Add lines 11 through 13 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disaster losses). Theft Losses Attach Form 4684 and enter the amount from line 18 of that form. See instructions 6,100 14 6,100 15 16 Otherfrom list in instructions. List type and amount Other Itemized Deductions 16 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Form 1040 Total Itaminad or 1040-SR, line 9 17 33,412 Your social security number 412-34-5670 Amount Name(s) shown on return Jamie Reyes Cecilia Reyes Part 1 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal Interest residence, see instructions and list this interest first. Also, show that buyer's social security number and address Union Bank (See instructions and State of Idaho the instructions for Forms 1040 and U.S. Savings Bonds 1040-SR, line 2b.) 220 22 410 Note: If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form. 652 2 3 2 Add the amounts on line 1 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 25 Note: If line 4 is over $1,500, you must complete Part III. 5 List name of payer Dividends 4 652 Amount 2,500 2,500 Part II Ordinary Dividends (See instructions and the instructions for Forms 1040 and 1040-SR, line 3b.) 5 Note: If you received a Form 1099-DIV or substitute statement from a brokerage OMB No. 1545-0074 2019 Attachment Sequence No. 07 Your social security number 412-34-5670 Qualified Dividends and Capital Gain Tax Worksheet-Line 12a See the earlier instructions for line 12a to see if you can use this worksheet to figure your tax. Before you begin: Before completing this worksheet, complete Form 1040 or 1040-SR through line 11b. If you don't have to file Schedule D and you received capital gain distributions, be sure you checked the box on Form 1040 or 1040- SR, line 6 Name(s) shown on Form 1040 Jamie Reyes Cecilia Reyes 1 Enter the amount from Form 1040 or 1040-SR, line 11b. However, if you are filing Form 2555 (relating to foreign eamed Income), enter the amount from line 3 of the Foreign Eamed Income Tax Worksheet 122,933 2 Enter the amount from Form 1040 or 1040-SR, line 3a* 2 2.500 3 Are you filing Schedule D?* Yes. Enter the smaller of line 15 or 16 of Schedule D. If either line 15 or 16 is blank or a loss, enter -0- Enter the amount from Form 1040 or 1040-SR, No. line 6. 4 Add lines 2 and 3 2.500 5 If filing Form 4952 (used to figure investment interest expense deduction), enter any amount from line 4g of that form. Otherwise, enter-O- 5 6 Subtract line 5 from line 4. If zero or less, enter-O- 2,500 7 Subtract line 6 from line 1. If zero or less, enter-O- 120,433 8 Enter: $39,375 if single or married filing separately, $78,750 if married filing jointly or qualifying widow(er), $52,750 if head of household. 8 78,750 9 Enter the smaller of line 1 or line 8 78,750 10 Enter the smaller of line 7 or line 9 10 78,750 11 Subtract line 10 from line 9. This amount is taxed at 0% 11 0 12 Enter the smaller of line 1 or line 6 12 2,500 13 Enter the amount from line 11 13 0 14 Subtract line 13 from line 12 14 2,500 9 15 Enter: $434,550 if single, $244,425 if married filing separately, $488,850 if married filing jointly or qualifying widow(er), $461,700 if head of household. 15 488,850 16 Enter the smaller of line 1 or line 15 16 17 Add lines 7 and 11 17 114, 115 111,615 2,500 18 Subtract line 17 from line 16. If zero or less, enter -O- 18 19 Enter the smaller of line 14 or line 18 19 2,500 20 Multiply line 19 by 15% (0.15) 20 375 21 Add lines 11 and 19 21 2,500 22 Subtract line 21 from line 12 22 0 23 Multiply line 22 by 20% (0.20) 23 0 24 Figure the tax on the amount on line 7. If the amount on line 7 is less than $100,000, use the Tax Table to figure the tax. If the amount on line 7 is $100,000 or more, use the Tax Computation Worksheet 24 16,272 25 Add lines 20, 23, and 24 25 16,647 26 Figure the tax on the amount on line 1. If the amount on line 1 is less than $100,000, use the Tax Table to figure the tax. If the amount on line 1 is $100,000 or more, use the Tax Computation Worksheet 26 16,822 27 Tax on all taxable income. Enter the smaller of line 25 or 26. Also include this amount on the entry space on Form 1040 or 1040-SR, line 12a. If you are filing Form 2555, don't enter this amount on the entry space on Form 1040 or 1040-SR, line 12a. Instead, enter it on line 4 of the Foreign Earned Income Tax Worksheet 27 16,647 * If you are filing Form 2555, see the footnote in the Foreign Earned Income Tax Worksheet before completing this line. For Paperwork Reduction Act Notice, see Form 1040 instructions. 2019 Jamie and Cecilia Reyes are husband and wife and file a joint return. They live at 5677 Apple Cove Road, Boise, ID 83722. Jamie's social security number is 412-34-5670 (date of birth 6/15/1970) and Cecilia's is 412-34-5671 (date of birth 4/12/1972). They provide more than half of the support of their daughter, Carmen (age 23), social security number 412-34-5672 (date of birth 9/1/1996), who is a full- time veterinarian school student. Carmen received a $3,200 scholarship covering some of her tuition at college. She was not required to perform any services to receive the scholarship. Jamie and Cecilia furnish all of the support of Maria (Jamie's grandmother), social security number 412-34-5673 (date of birth 11/6/1949), who is age 70 and lives in a nursing home. They also have a son, Gustavo (age 4), social security number 412-34-5674 (date of birth 3/14/2015). Jamie's W-2 contained the following information: Federal Wages (box 1) Federal w/H (box 2) Social Security wages (box 3) Social Security W/H (box 4) Medicare Wages (box 5) Medicare w/H (box 6) State Wages (box 16) State W/H (box 17) = $ 145,625.00 = $ 15,112.35 = $ 128,400.00 = $ 7,960.80 = $ 145,625.00 = $ 2,111.56 = $ 145,625.00 = $ 5,435.00 Other receipts for the couple were as follows: $2,500 $ 220 22 1,250 Dividends (all qualified dividends) Interest income: Union Bank State of Idaho-interest on tax refund City of Boise school bonds Interest from U.S. savings bonds (not used for educational purposes) 2018 federal income tax refund received in 2019 2018 state income tax refund received in 2019 Idaho lottery winnings Casino slot machine winnings Gambling losses at casino 410 2,007 218 1,100 2,250 6,500 Real es 5,025 1,044 Other information that the Reyeses provided for the 2019 tax year: Mortgage interest on personal residence $ 11,081 Loan interest on fully equipped motor home 3,010 Doctor's fee for a face-lift for Mrs. Reyes 8,800 Dentist's fee for a new dental bridge for Mr. Reyes 3,500 Vitamins for the entire family 110 estate property taxes paid DMV fees on on motor home (tax portion) DMV fees on family autos (tax portion) Doctors bills for gra 436 grandmother Nursing home for grandmother 10,200 Wheelchair for grandmother 1,030 Property taxes on boat Interest on personal credit card 550 Interest on loan to buy public school district bonds 270 Cash contributions to church (all the contributions were in cash and none more than $250 at any one time) 6,100 Cash contribution to man at bottom of freeway off-ramp 25 Contribution of furniture to Goodwill-cost basis 4,000 Contribution of same furniture listed above to Goodwill-fair market value 410 Tax return preparation fee for 2018 taxes 625 2,960 134 Required: Prepare a Form 1040 and appropriate schedules for the completion of the Reyes's tax return. They do not want to contribute to the presidential election campaign and do not want anyone to be a third-party designee. For any missing information, make reasonable assumptions. (List the names of the taxpayers and any income they receive in the order in which they appear in the problem. Enter the required information in the Dependents section in a chronological order of "Dependent's social security number". Input all the values as positive numbers unless otherwise stated in the forms. Instructions can be found on certain cells within the forms. Round your final answers to the nearest whole dollar amount. Do not skip rows while entering in Deductions section of Form 1040 PG1 and in Interest section of Schedule B.) 1040 PG 1 1040 PG 2 Schedule 1 Schedule A Schedule B Qualified Dividend Page 1 of Form 1040. Use provided information and follow instructions on form. Department of the Treasury-Internal Revenue Form 1040 Service (99) 2019 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. U.S. Individual Income Tax Return Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box. a child but not your dependent. Your first name and middle initial Last name Your social security number (Enter as XXX-XX-XXXX) Jamie Reyes 412-34-5670 If joint return, spouse's first name and middle initial Last name Spouse's social security number (Enter as XXX-XX- Xxxx) Cecilia Reyes 412-34-5671 Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign 5677 Apple Cove Road Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). your tax or refund. Boise, ID 83722 | You Spouse Foreign country name Foreign province/state/county Foreign postal code If more than four dependents, see instructions and here Someone can claim: You as a dependent Standard Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): (1) First name Last name (Enter as xxx-xx-xxxx) Child tax credit Credit for other dependents Carmen Reyes 412-34-5672 Daughter Maria Reyes 412-34-5673 Grandparent Gustavo Reyes 412-34-5674 Son 1 Wages, salaries, tips, etc. Attach Form(s) W-2 1 145,625 2a Tax-exempt interest 2a 1,250 2b 652 b Taxable interest. Attach Sch. B if required b Ordinary dividends. Attach Sch. B if required 3a Qualified dividends 3a 2,500 3b 4a IRA distributions 4a b Taxable amount 4b c Pensions and annuities 4c d Taxable amount 4d 5a Social security benefits 5a b Taxable amount 5b 6 Capital gain or loss). Attach Schedule D if required. If not required, check here 6 7a Other income from Schedule 1, line 9 7a 10,068 Standard Deduction for- . Single or Married filing separately, $12,200 Married filing jointly or Qualifying widow(er), $24,400 Head of household, $18,350 If you checked any box under Standard Deduction, see instructions. b Add lines 1, 2b, 36, 46, 4d, 55, 6, and 7a. This is your total income 7b 156,345 8a Adjustments to income from Schedule 1, line 22 8 b Subtract line 8a from line 7b. This is your adjusted gross income 8b 156,345 9 Standard deduction or itemized deductions (from Schedule A) 9 33,412 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 11a Add lines 9 and 10 11a 33,412 122,933 b Taxable income. Subtract line 11a from line 8b 11b For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2019) Form 1040 (2019) Jamie Reyes Cecilia Reyes 412-34-5670 Page 2 12a Tax (see inst.) Check if any from Form(s): (1) 8814 (2) 4972 (3) 12a b Add Schedule 2, line 3, and line 12a and enter the total 12b 13a Child tax credit or credit for other dependents 13a 2,000 b Add Schedule 3, line 7, and line 13a and enter the total 13b 2,000 14 Subtract line 13b from line 12b. If zero or less, enter -0- 14 15 Other taxes, including self-employment tax, from Schedule 2, line 10 15 16 Add lines 14 and 15. This is your total tax 16 0 17 Federal income tax withheld from Forms W-2 and 1099 17 15,112 18 Other payments and refundable credits: a Earned income credit (EIC) 18a If you have a qualifying child, attach Sch. EIC. If you have nontaxable combat pay, see instructions. b Additional child tax credit. Attach Schedule 8812 18b c American opportunity credit from Form 8863, line 8 18c d Schedule 3, line 14 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 18e 0 19 Add lines 17 and 18e. These are your total payments 19 15,112 20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 20 Refund 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here 21a b Routing number c Type: Checking Savings Direct deposit? See instructions. d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 OMB No. 1545-0074 SCHEDULE 1 (Form 1040 or 1040-SR) Additional Income and Adjustments to Income 2019 Attach to Form 1040 or 1040-SR. Department of the Treasury Internal Revenue Service Attachment Sequence No. 01 Go to www.irs.gov/Form 1040 for instructions and the latest information. Name(s) shown on Form 1040 or 1040-SR Your social security number (Enter as XXX-XX-XXXX) Jamie Reyes Cecilia Reyes 412-34-5670 Parti Additional Income Taxable refunds, credits, or offsets of state and local income taxes 1 1 218 2a Alimony received 2a b Date of original divorce or separation agreement (see instructions) Business income or (loss). Attach Schedule C 3 3 4 Other gains or losses). Attach Form 4797 4 6,500 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 5 6 Farm income or loss). Attach Schedule F 6 7 Unemployment compensation 7 8 8 3,350 Other income. List type and amount Gambling winnings Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a 9 9 10,068 OMB No. 1545-0074 2019 Attachment Sequence No. 07 Your social security number 412-34-5670 SCHEDULE A Itemized Deductions (Form 1040 or 1040-SR) Go to www.irs.gov/Schedule A for instructions and the latest information. Department of the Treasury Attach to Form 1040 or 1040-SR. Internal Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Name(s) shown on Form 1040 or 1040-SR Jamie Reyes Cecilia Reyes Medical Caution: Do not include expenses reimbursed or paid by others. and 1 Medical and dental expenses (see instructions) 17,690 Dental 2 Enter amount from Form 2 1040 or 1040-SR, line 8b Expenses 156,345 3 Multiply line 2 by 7.5% (0.075) 11,648 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter-O- Taxes You 5 State and local taxes. Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, 1 4 6,042 check this box 5a 5b 5,025 5c 1,614 b State and local real estate taxes (see instructions) c State and local personal property taxes d Add lines 5a through 5c e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) 6 Other taxes. List type and amount 5d 6,639 5e 6,639 270 7 Add lines 5e and 6 7 6,909 8a 14,091 8 Home mortgage interest and points. If you didn't use all of your home Interest You mortgage loan(s) to buy, build, or improve your home, see instructions and check this box Paid a Home mortgage interest and points reported to you on Form 1098. See instructions if limited Caution: Your b Home mortgage interest not reported to you on Form 1098. See mortgage interest instructions if limited. If paid to the person from whom you bought the deduction may be home, see instructions and show that person's name, identifying no., and limited (see address instruction) 14,091 270 10 14,361 8b c Points not reported to you on Form 1098. See instructions for special 8c rules d Mortgage insurance premiums (see instructions) 8d e Add lines 8a through 8d 8e 9 Investment interest. Attach Form 4952 if required. See instructions 9 10 Add lines 8e and 9 Gifts to 11 Gifts by cash or check. you made any gift of $250 or more, see 11 instructions Charity 12 Other than by cash or check. If you made any gift of $250 or more, see instructions. You must attach Form 8283 if over $500 12 Caution: If you made a gift and got a benefit 13 Carryover from prior year 13 for it, see instructions. 14 Add lines 11 through 13 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disaster losses). Theft Losses Attach Form 4684 and enter the amount from line 18 of that form. See instructions 6,100 14 6,100 15 16 Otherfrom list in instructions. List type and amount Other Itemized Deductions 16 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Form 1040 Total Itaminad or 1040-SR, line 9 17 33,412 Your social security number 412-34-5670 Amount Name(s) shown on return Jamie Reyes Cecilia Reyes Part 1 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal Interest residence, see instructions and list this interest first. Also, show that buyer's social security number and address Union Bank (See instructions and State of Idaho the instructions for Forms 1040 and U.S. Savings Bonds 1040-SR, line 2b.) 220 22 410 Note: If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form. 652 2 3 2 Add the amounts on line 1 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 25 Note: If line 4 is over $1,500, you must complete Part III. 5 List name of payer Dividends 4 652 Amount 2,500 2,500 Part II Ordinary Dividends (See instructions and the instructions for Forms 1040 and 1040-SR, line 3b.) 5 Note: If you received a Form 1099-DIV or substitute statement from a brokerage OMB No. 1545-0074 2019 Attachment Sequence No. 07 Your social security number 412-34-5670 Qualified Dividends and Capital Gain Tax Worksheet-Line 12a See the earlier instructions for line 12a to see if you can use this worksheet to figure your tax. Before you begin: Before completing this worksheet, complete Form 1040 or 1040-SR through line 11b. If you don't have to file Schedule D and you received capital gain distributions, be sure you checked the box on Form 1040 or 1040- SR, line 6 Name(s) shown on Form 1040 Jamie Reyes Cecilia Reyes 1 Enter the amount from Form 1040 or 1040-SR, line 11b. However, if you are filing Form 2555 (relating to foreign eamed Income), enter the amount from line 3 of the Foreign Eamed Income Tax Worksheet 122,933 2 Enter the amount from Form 1040 or 1040-SR, line 3a* 2 2.500 3 Are you filing Schedule D?* Yes. Enter the smaller of line 15 or 16 of Schedule D. If either line 15 or 16 is blank or a loss, enter -0- Enter the amount from Form 1040 or 1040-SR, No. line 6. 4 Add lines 2 and 3 2.500 5 If filing Form 4952 (used to figure investment interest expense deduction), enter any amount from line 4g of that form. Otherwise, enter-O- 5 6 Subtract line 5 from line 4. If zero or less, enter-O- 2,500 7 Subtract line 6 from line 1. If zero or less, enter-O- 120,433 8 Enter: $39,375 if single or married filing separately, $78,750 if married filing jointly or qualifying widow(er), $52,750 if head of household. 8 78,750 9 Enter the smaller of line 1 or line 8 78,750 10 Enter the smaller of line 7 or line 9 10 78,750 11 Subtract line 10 from line 9. This amount is taxed at 0% 11 0 12 Enter the smaller of line 1 or line 6 12 2,500 13 Enter the amount from line 11 13 0 14 Subtract line 13 from line 12 14 2,500 9 15 Enter: $434,550 if single, $244,425 if married filing separately, $488,850 if married filing jointly or qualifying widow(er), $461,700 if head of household. 15 488,850 16 Enter the smaller of line 1 or line 15 16 17 Add lines 7 and 11 17 114, 115 111,615 2,500 18 Subtract line 17 from line 16. If zero or less, enter -O- 18 19 Enter the smaller of line 14 or line 18 19 2,500 20 Multiply line 19 by 15% (0.15) 20 375 21 Add lines 11 and 19 21 2,500 22 Subtract line 21 from line 12 22 0 23 Multiply line 22 by 20% (0.20) 23 0 24 Figure the tax on the amount on line 7. If the amount on line 7 is less than $100,000, use the Tax Table to figure the tax. If the amount on line 7 is $100,000 or more, use the Tax Computation Worksheet 24 16,272 25 Add lines 20, 23, and 24 25 16,647 26 Figure the tax on the amount on line 1. If the amount on line 1 is less than $100,000, use the Tax Table to figure the tax. If the amount on line 1 is $100,000 or more, use the Tax Computation Worksheet 26 16,822 27 Tax on all taxable income. Enter the smaller of line 25 or 26. Also include this amount on the entry space on Form 1040 or 1040-SR, line 12a. If you are filing Form 2555, don't enter this amount on the entry space on Form 1040 or 1040-SR, line 12a. Instead, enter it on line 4 of the Foreign Earned Income Tax Worksheet 27 16,647 * If you are filing Form 2555, see the footnote in the Foreign Earned Income Tax Worksheet before completing this line. For Paperwork Reduction Act Notice, see Form 1040 instructions. 2019
