Please complete the

following forms:

Form $1040$

Schedule $1$

Schedule A

Schedule B

Bob $($age $43)$ and Melissa Grant $($age $43)$ are married and live in Lexington, Kentucky. The Grants have two children Jared, age $15,$ and Alese, age $12.$ The Grants would like to file a joint tax return for the year.

Bob$$s Social Security number is $987-645-1235$

Melissa$$s Social Security number is $494-37-4893$

Jared$$s Social Security number is $412-32-5690$

Alese$$s Social Security number is $412-32-6940$

The Grants$$ mailing address is $95$ Hickory Road, Lexington, Kentucky $40502.$

Jared and Alese are tax dependents for federal tax purposes

Bob Grant$$s Forms W$-2$ provided the following wages and withholding for the year:

Employer

Gross Wages

Federal Income Tax Withholding

State Income Tax Withholding

National Storage

$$67,200$

$$8,500$

$$3,750$

Lexington Little League

$$4,710$

$0$

$0$

Melissa Grant$$s Form W$-2$ provided the following wages and withholding for the year:

Employer

Gross Wages

Federal Income Tax Withholding

State Income Tax Withholding

Jensen Photography

$$44,500$

$$5,450$

$$2,225$

All applicable and appropriate payroll taxes were withheld by the Grants$$ respective employers. All the Grant family was covered by minimum essential health insurance during each month in $2023.$ The insurance was provided by Bob$$s primary employer, National Storage.

The Grants also received the following during the year:

$*$Interest income from First Kentucky Bank $$130$

$*$Interest income from City of Lexington, KY Bond $$450$

$*$Interest income from U$.$S$.$ Treasury Bond $$675$

$*$Interest income from Nevada State School Board Bond $$150$

$*$Ordinary dividends from ABC S&P Index Fund $$1,200$

$*$Qualified dividends from ABC S&P Index Fund $ $950$

$*$Gambling winnings $$7,800$

$*$Gambling losses $($on separate trips and engagements$)$ $$8,000$

$*$Workers$$ compensation payments to Bob $$4,350$

$*$Disability payments received by Bob on account of injury $$3,500$

National Storage paid $100\%$ of the premiums on the policy and included the premium payments in Bob$$s taxable wages

Melissa received the following payments as a result of a lawsuit she filed for damages sustained in a car accident:

Medical Expenses for physical injuries $$2,500$

Emotional Distress $($from having been physically injured$)$ $$12,000$

Punitive Damages $$10,000$

Total $$24,500$

The Grants did not own, control or manage any foreign bank accounts nor were they a grantor or beneficiary of a foreign trust during the tax year.

The Grants paid or incurred the following expenses during the year:

Dentist$/$Orthodontist $($unreimbursed by insurance$)$ $$10,500$

Doctor fees $($unreimbursed by insurance$)$ $ $2,625$

Prescriptions $($unreimbursed by insurance$)$ $ $1380$

KY state tax payment made on $4/15/14$ for $2013$ tax return liability $ $1,350$

KY state income taxes withheld during $2023=$ $ $5,975$

Real property taxes on residence $ $3,800$

Vehicle registration fee based upon age of vehicle $ $1,250$

Mortgage interest on principal residence $ $18,560$

Interest paid on borrowed money to purchase the City of

Lexington, KY municipal bonds $ $400$

Interest paid on borrowed money to purchase

U$.$S$.$ Treasury bonds $ $240$

Contribution to the Red Cross $ $4,000$

Contribution to Senator Rick Hartley$$s Re$-$election Campaign $ $2,500$

Contribution to First Baptist Church of Kentucky $ $6,000$

Fee paid to Jones & Company, CPAs for tax preparation $ $200$

In addition, Bob drove $6,750$ miles commuting to work and Melissa drove $8,230$ miles commuting to work. The Grants have represented to you that they maintained careful logs to support their respective mileage.

The Grants drove $465$ miles in total to receive medical treatment at a hospital in April.

The Grants both want to contribute to the Presidential Election Campaign Fund. The Grants would like to receive a refund $($if any$)$ of any tax they may have overpaid for the year. Their

preferred method of receiving the refund is by check.