Please complete the required federal individual income tax return forms for Bob and Melissa Grant for the 2013 tax year: I need the 1040, schedule A, and form 4684 please.

Form 4684 Department of the Treasury Internal Revenue Service Name(s) shown on tax return Casualties and Thefts OMB No. 1545-0177 2013 Information about Form 4684 and its separate instructions is at www.irs.gov/form4684. Attach to your tax return. Use a separate Form 4684 for each casualty or theft. Attachment Sequence No. 26 Identifying number SECTION APersonal Use Property (Use this section to report casualties and thefts of property not used in a trade or business or for income-producing purposes.) 1 Description of properties (show type, location, and date acquired for each property). Use a separate line for each property lost or damaged from the same casualty or theft. Property A Property B Property C Property D Properties A 2 Cost or other basis of each property . . . . . . 3 Insurance or other reimbursement (whether or not you filed a claim) (see instructions) . . . . . . . . Note: If line 2 is more than line 3, skip line 4. 4 Gain from casualty or theft. If line 3 is more than line 2, enter the difference here and skip lines 5 through 9 for that column. See instructions if line 3 includes insurance or other reimbursement you did not claim, or you received payment for your loss in a later tax year . . 5 Fair market value before casualty or theft . . . . 6 Fair market value after casualty or theft . . . . . 7 Subtract line 6 from line 5 . . . . . . . . . 8 Enter the smaller of line 2 or line 7 . . . . . . 9 Subtract line 3 from line 8. If zero or less, enter -0- . . B C D 2 3 4 5 6 7 8 9 10 Casualty or theft loss. Add the amounts on line 9 in columns A through D . 11 Enter the smaller of line 10 or $100 . . . . . . . . . . . . 12 Subtract line 11 from line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 11 12 Caution: Use only one Form 4684 for lines 13 through 18. 13 Add the amounts on line 12 of all Forms 4684 . . . . 14 Add the amounts on line 4 of all Forms 4684. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 14 . . . . . . . . . . . . . . 16 17 Enter 10% of your adjusted gross income from Form 1040, line 38, or Form 1040NR, line 37. Estates and trusts, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 . . . . . . . . . . 15 If line 14 is more than line 13, enter the difference here and on Schedule D. Do not complete the rest of this section (see instructions). If line 14 is less than line 13, enter -0- here and go to line 16. If line 14 is equal to line 13, enter -0- here. Do not complete the rest of this section. 16 If line 14 is less than line 13, enter the difference . . . . . . . . . . . . } . 18 Subtract line 17 from line 16. If zero or less, enter -0-. Also enter the result on Schedule A (Form 1040), line 20, or Form 1040NR, Schedule A, line 6. Estates and trusts, enter the result on the \"Other deductions\" line of your tax return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see instructions. Cat. No. 12997O 15 18 Form 4684 (2013) Page 2 Attachment Sequence No. 26 Form 4684 (2013) Identifying number Name(s) shown on tax return. Do not enter name and identifying number if shown on other side. SECTION BBusiness and Income-Producing Property Casualty or Theft Gain or Loss (Use a separate Part l for each casualty or theft.) Part I 19 Description of properties (show type, location, and date acquired for each property). Use a separate line for each property lost or damaged from the same casualty or theft. See instructions if claiming a loss due to a Ponzi-type investment scheme and Section C is not completed. Property A Property B Property C Property D Properties A 20 Cost or adjusted basis of each property . . . . B C D 20 . 21 Insurance or other reimbursement (whether or not you filed a claim). See the instructions for line 3 . . . . 21 Note: If line 20 is more than line 21, skip line 22. Gain from casualty or theft. If line 21 is more than line 20, enter the difference here and on line 29 or line 34, column (c), except as provided in the instructions for line 33. Also, skip lines 23 through 27 for that column. See the instructions for line 4 if line 21 includes insurance or other reimbursement you did not claim, or you received payment for your loss in a later tax year Fair market value before casualty or theft . . . . Fair market value after casualty or theft . . . . . Subtract line 24 from line 23 . . . . . . . . Enter the smaller of line 20 or line 25 . . . . . 22 23 24 25 26 22 23 24 25 26 Note: If the property was totally destroyed by casualty or lost from theft, enter on line 26 the amount from line 20. 27 Subtract line 21 from line 26. If zero or less, enter -027 28 Casualty or theft loss. Add the amounts on line 27. Enter the total here and on line 29 or line 34 (see instructions) Part II Summary of Gains and Losses (from separate Parts l) 28 (b) Losses from casualties or thefts (a) Identify casualty or theft (c) Gains from casualties or thefts includible in income (ii) Incomeproducing and employee property (i) Trade, business, rental or royalty property Casualty or Theft of Property Held One Year or Less 29 ( ) ( ) 30 Totals. Add the amounts on line 29 ( ( ) ( ) ( ) ) . . . . . . . . . . . . 30 31 Combine line 30, columns (b)(i) and (c). Enter the net gain or (loss) here and on Form 4797, line 14. If Form 4797 is not otherwise required, see instructions . . . . . . . . . . . . . . . . . . . . . . . 31 32 Enter the amount from line 30, column (b)(ii) here. Individuals, enter the amount from income-producing property on Schedule A (Form 1040), line 28, or Form 1040NR, Schedule A, line 14, and enter the amount from property used as an employee on Schedule A (Form 1040), line 23, or Form 1040NR, Schedule A, line 9. Estates and trusts, partnerships, and S corporations, see instructions 32 Casualty or Theft of Property Held More Than One Year 33 Casualty or theft gains from Form 4797, line 32 . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( 34 ( ) ( 35 Total losses. Add amounts on line 34, columns (b)(i) and (b)(ii) . . . . . 35 ( ) ) ) ( 36 Total gains. Add lines 33 and 34, column (c) . . . . . . . . . . . . . . . . . . . . . . 37 Add amounts on line 35, columns (b)(i) and (b)(ii) . . . . . . . . . . . . . . . . . . . . 38 If the loss on line 37 is more than the gain on line 36: a Combine line 35, column (b)(i) and line 36, and enter the net gain or (loss) here. Partnerships (except electing large partnerships) and S corporations, see the note below. All others, enter this amount on Form 4797, line 14. If Form 4797 is not otherwise required, see instructions . . . . . . . . . . . . . . . . . . . . . b Enter the amount from line 35, column (b)(ii) here. Individuals, enter the amount from income-producing property on Schedule A (Form 1040), line 28, or Form 1040NR, Schedule A, line 14, and enter the amount from property used as an employee on Schedule A (Form 1040), line 23, or Form 1040NR, Schedule A, line 9. Estates and trusts, enter on the \"Other deductions\" line of your tax return. Partnerships (except electing large partnerships) and S corporations, see the note below. Electing large partnerships, enter on Form 1065-B, Part II, line 11 . . . . . . . . . 39 If the loss on line 37 is less than or equal to the gain on line 36, combine lines 36 and 37 and enter here. Partnerships (except electing large partnerships), see the note below. All others, enter this amount on Form 4797, line 3 . . . . Note: Partnerships, enter the amount from line 38a, 38b, or line 39 on Form 1065, Schedule K, line 11. S corporations, enter the amount from line 38a or 38b on Form 1120S, Schedule K, line 10. 33 ) 36 37 38a 38b 39 Form 4684 (2013) Page 3 Form 4684 (2013) Identifying number Name(s) shown on tax return SECTION CTheft Loss Deduction for Ponzi-Type Investment Scheme Using the Procedures in Revenue Procedure 2009-20 (Complete this section in lieu of Appendix A in Revenue Procedure 2009-20. See instructions.) Computation of Deduction Part I 40 Initial investment . . . . . . . . . 41 Subsequent investments (see instructions) . . . . . . . . . . . . . . . . . . . 42 Income reported on your tax returns for tax years prior to the discovery year (see instructions) . . . . . . . . . . . . . . . . . . 43 Add lines 40, 41, and 42 . . . . . . . . . . . . . . . 44 Withdrawals for all years (see instructions) . . . . . . . . . . 45 Subtract line 44 from line 43. This is your total qualified investment . . . . . . . . . 40 41 . . . . . . . . . . . . 42 43 44 45 46 Enter .95 (95%) if you have no potential third-party recovery. Enter .75 (75%) if you have potential third-party recovery . . . . . . . . . . . . . . . 46 47 48 49 50 Multiply line 46 by line 45 . . . . . . . . . . . . . . . . Actual recovery . . . . . . . . . . . . . . . . . . . Potential insurance/Securities Investor Protection Corporation (SIPC) recovery Add lines 48 and 49. This is your total recovery . . . . . . . . . . 47 48 49 50 . . . . . . . . 51 Subtract line 50 from line 47. This is your deductible theft loss. Include this amount on line 28. Do not complete lines 19-27 for this loss. Then complete Section B, Part II . Part II Required Statements and Declarations (See instructions.) . 51 I am claiming a theft loss deduction pursuant to Revenue Procedure 2009-20 from a specified fraudulent arrangement conducted by the following individual or entity. Name of individual or entity Taxpayer identification number (if known) Address I have written documentation to support the amounts reported in Part I of this Section C. I am a qualified investor as defined in section 4.03 of Revenue Procedure 2009-20. If I have determined the amount of my theft loss deduction using .95 on line 46 above, I declare that I have not pursued and do not intend to pursue any potential third-party recovery, as that term is defined in section 4.10 of Revenue Procedure 2009-20. I agree to comply with the conditions and agreements set forth in Revenue Procedure 2009-20 and this Section C. If I have already filed a return or amended return that does not satisfy the conditions in section 6.02 of Revenue Procedure 2009-20, I agree to all adjustments or actions that are necessary to comply with those conditions. The tax year(s) for which I filed the return(s) or amended return(s) and the date(s) on which they were filed are as follows: Form 4684 (2013) SCHEDULE A (Form 1040) OMB No. 1545-0074 Itemized Deductions Department of the Treasury Internal Revenue Service (99) Information about Schedule A and its separate instructions is at www.irs.gov/schedulea. Attach to Form 1040. Name(s) shown on Form 1040 Medical and Dental Expenses Taxes You Paid Interest You Paid Note. Your mortgage interest deduction may be limited (see instructions). Caution. Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) . . . . . 1 2 Enter amount from Form 1040, line 38 2 3 Multiply line 2 by 10% (.10). But if either you or your spouse was 3 born before January 2, 1949, multiply line 2 by 7.5% (.075) instead 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . 5 State and local (check only one box): a Income taxes, or ........... 5 b General sales taxes 6 Real estate taxes (see instructions) . . . . . . . . . 6 7 Personal property taxes . . . . . . . . . . . . . 7 8 Other taxes. List type and amount 8 9 Add lines 5 through 8 . . . . . . . . . . . . . . . . 10 Home mortgage interest and points reported to you on Form 1098 10 11 Home mortgage interest not reported to you on Form 1098. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address 20 Casualty or theft loss(es). Attach Form 4684. (See instructions.) . Job Expenses 21 and Certain Miscellaneous Deductions 22 Unreimbursed employee expensesjob travel, union dues, job education, etc. Attach Form 2106 or 2106-EZ if required. (See instructions.) Tax preparation fees . . . . . . . . . . . . . 23 Other expensesinvestment, safe deposit box, etc. List type and amount Other Miscellaneous Deductions . . . . . . 4 . . . . . . 9 . . . . . . 15 . . . . . . 19 . . . . . . 20 . . . . . 27 } 11 12 Points not reported to you on Form 1098. See instructions for special rules . . . . . . . . . . . . . . . . . 12 13 Mortgage insurance premiums (see instructions) . . . . . 13 14 Investment interest. Attach Form 4952 if required. (See instructions.) 14 15 Add lines 10 through 14 . . . . . . . . . . . . . . . Gifts to 16 Gifts by cash or check. If you made any gift of $250 or more, see instructions . . . . . . . . . . . . . . . . 16 Charity 17 Other than by cash or check. If any gift of $250 or more, see If you made a gift and got a instructions. You must attach Form 8283 if over $500 . . . 17 benefit for it, 18 Carryover from prior year . . . . . . . . . . . . 18 see instructions. 19 Add lines 16 through 18 . . . . . . . . . . . . . . . Casualty and Theft Losses 2013 Attachment Sequence No. 07 Your social security number 24 25 26 27 28 . 21 22 23 Add lines 21 through 23 . . . . . . . . . . . . 24 Enter amount from Form 1040, line 38 25 Multiply line 25 by 2% (.02) . . . . . . . . . . . 26 Subtract line 26 from line 24. If line 26 is more than line 24, enter -0- . Otherfrom list in instructions. List type and amount 28 Total 29 Is Form 1040, line 38, over $150,000? Itemized No. Your deduction is not limited. Add the amounts in the far right column for lines 4 through 28. Also, enter this amount on Form 1040, line 40. Deductions } . Yes. Your deduction may be limited. See the Itemized Deductions Worksheet in the instructions to figure the amount to enter. 30 If you elect to itemize deductions even though they are less than your standard deduction, check here . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see Form 1040 instructions. Cat. No. 17145C . 29 Schedule A (Form 1040) 2013 Form 1040 2013 (99) Department of the TreasuryInternal Revenue Service U.S. Individual Income Tax Return For the year Jan. 1-Dec. 31, 2013, or other tax year beginning OMB No. 1545-0074 , 2013, ending IRS Use OnlyDo not write or staple in this space. See separate instructions. , 20 Your first name and initial Last name Your social security number If a joint return, spouse's first name and initial Last name Spouse's social security number Apt. no. Home address (number and street). If you have a P.O. box, see instructions. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Foreign country name Filing Status Check only one box. Exemptions Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking Foreign postal code a box below will not change your tax or refund. You Spouse Foreign province/state/county 1 4 Single Married filing jointly (even if only one had income) 2 3 c Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your dependent, enter this child's name here. Married filing separately. Enter spouse's SSN above and full name here. 6a b 5 Qualifying widow(er) with dependent child Yourself. If someone can claim you as a dependent, do not check box 6a . Spouse . Dependents: (1) First name . . . . . . . . . . . (2) Dependent's social security number Last name . . . . . . . . . . . . . . . . } (4) if child under age 17 qualifying for child tax credit (see instructions) (3) Dependent's relationship to you Dependents on 6c not entered above d . . . . . . . . . . . . . . . . . . Total number of exemptions claimed . . . . . . . . . . 8a . . . . . . . 9a 10 11 Qualified dividends . . . . . . . . . . . 9b Taxable refunds, credits, or offsets of state and local income taxes Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 11 12 13 14 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . Capital gain or (loss). Attach Schedule D if required. If not required, check here Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . 12 13 14 15a 16a 17 IRA distributions . 15a b Taxable amount . . . Pensions and annuities 16a b Taxable amount . . . Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 15b 16b 17 Farm income or (loss). Attach Schedule F . Unemployment compensation . . . . Social security benefits 20a 18 19 20b Other income. List type and amount Combine the amounts in the far right column for lines 7 through 21. This is your total income 23 Educator expenses 24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZ 25 Health savings account deduction. Attach Form 8889 . 24 25 Moving expenses. Attach Form 3903 . . . . . . Deductible part of self-employment tax. Attach Schedule SE . Self-employed SEP, SIMPLE, and qualified plans . . 26 27 28 29 30 31a Self-employed health insurance deduction Penalty on early withdrawal of savings . . . . . . . . . . 32 33 34 Alimony paid b Recipient's SSN IRA deduction . . . . . . . Student loan interest deduction . . Tuition and fees. Attach Form 8917 . 29 30 31a . . . . . . . . . . . . 32 33 34 35 36 37 Domestic production activities deduction. Attach Form 8903 35 Add lines 23 through 35 . . . . . . . . . . . . . Subtract line 36 from line 22. This is your adjusted gross income 7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . 8a b 9a Taxable interest. Attach Schedule B if required . Tax-exempt interest. Do not include on line 8a . Ordinary dividends. Attach Schedule B if required . . . . . . . b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Taxable amount . . . . . . . . . . . . Add numbers on lines above 7 . 8b . . 26 27 28 Adjusted Gross Income . 21 22 If you did not get a W-2, see instructions. . 18 19 20a Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. Boxes checked on 6a and 6b No. of children on 6c who: lived with you did not live with you due to divorce or separation (see instructions) If more than four dependents, see instructions and check here Income Make sure the SSN(s) above and on line 6c are correct. 21 22 23 . . . For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. . . . . . . . . . 36 37 Cat. No. 11320B Form 1040 (2013) Page 2 Form 1040 (2013) Tax and Credits Standard Deduction for People who check any box on line 39a or 39b or who can be claimed as a dependent, see instructions. All others: Single or Married filing separately, $6,100 Married filing jointly or Qualifying widow(er), $12,200 Head of household, $8,950 Other Taxes 38 Amount from line 37 (adjusted gross income) 39a Check if: If you have a qualifying child, attach Schedule EIC. . . . You were born before January 2, 1949, Spouse was born before January 2, 1949, . . Blind. Blind. . } . . . . . 38 . Total boxes checked 39a 39b 40 41 Itemized deductions (from Schedule A) or your standard deduction (see left margin) Subtract line 40 from line 38 . . . . . . . . . . . . . . . . . . . 42 43 Exemptions. If line 38 is $150,000 or less, multiply $3,900 by the number on line 6d. Otherwise, see instructions Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . Form 4972 c Tax (see instructions). Check if any from: a Form(s) 8814 b 44 45 46 Alternative minimum tax (see instructions). Attach Form 6251 . Add lines 44 and 45 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b . . . 8919 . . . . 47 48 Foreign tax credit. Attach Form 1116 if required . Credit for child and dependent care expenses. Attach Form 2441 49 50 51 Education credits from Form 8863, line 19 . . . . . Retirement savings contributions credit. Attach Form 8880 Child tax credit. Attach Schedule 8812, if required . . . Residential energy credits. Attach Form 5695 . . . . 52 3800 b 8801 c Other credits from Form: a 53 Add lines 47 through 53. These are your total credits . . . . . Subtract line 54 from line 46. If line 54 is more than line 46, enter -0- 56 57 Self-employment tax. Attach Schedule SE . . . . Unreported social security and Medicare tax from Form: 58 59a b Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required Household employment taxes from Schedule H . . . . . . . a 4137 . . . . First-time homebuyer credit repayment. Attach Form 5405 if required . . . . Form 8959 b Form 8960 c Instructions; enter code(s) Taxes from: a . . . . Add lines 55 through 60. This is your total tax . . . . . . . . . . . . . . 69 Credit for federal tax on fuels. Attach Form 4136 . . . . 70 Credits from Form: a 2439 b Reserved c 8885 d 71 Add lines 62, 63, 64a, and 65 through 71. These are your total payments . . . . . . . . . . . . American opportunity credit from Form 8863, line 8 . Reserved . . . . . . . . . . . . . Amount paid with request for extension to file . . . . . . . . . . . . . . . . . . Earned income credit (EIC) . . . . . . Nontaxable combat pay election 64b Additional child tax credit. Attach Schedule 8812 . . . . 64a b 65 66 . 65 66 67 68 Excess social security and tier 1 RRTA tax withheld If line 72 is more than line 61, subtract line 61 from line 72. This is the amount you overpaid 74a b d Sign Here Amount of line 73 you want refunded to you. If Form 8888 is attached, check here . c Type: Routing number Checking Savings Account number Amount of line 73 you want applied to your 2014 estimated tax 75 Amount you owe. Subtract line 72 from line 61. For details on how to pay, see instructions Paid Preparer Use Only 77 77 Estimated tax penalty (see instructions) . . . . . . . Do you want to allow another person to discuss this return with the IRS (see instructions)? Designee's name Phone no. 72 73 74a 76 Yes. Complete below. No Personal identification number (PIN) Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Your signature Date Your occupation Daytime phone number Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) PTIN Check if self-employed Joint return? See instructions. Keep a copy for your records. 60 61 62 63 64a 73 75 76 55 56 57 58 59a 59b . . . Federal income tax withheld from Forms W-2 and 1099 . . 2013 estimated tax payments and amount applied from 2012 return Third Party Designee 44 45 46 54 . . 62 63 Direct deposit? See instructions. Amount You Owe 43 49 50 51 52 53 54 55 40 41 42 47 48 67 68 69 70 71 72 Refund . If your spouse itemizes on a separate return or you were a dual-status alien, check here b 60 61 Payments { . Print/Type preparer's name Firm's name Preparer's signature Date Firm's EIN Firm's address Phone no. Form 1040 (2013) Tax Return Problem #2 Instructions: Please complete the required federal individual income tax return forms for Bob and Melissa Grant for the 2013 tax year. Ignore the requirement to attach the form(s) W-2 to the front page of the Form 1040. If required information is missing, use reasonable assumptions to fill in the gaps. 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. The following information relates to the Grants' tax year: Bob's Social Security number is 987-45-1234 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 received the following during the year: Employer Gross Wages National Storage Lexington Little League $66,200 $2,710 Federal Income Tax Withholding $8,000 0 State Income Tax Withholding $3,750 0 Federal Income Tax Withholding $2,450 State Income Tax Withholding $1,225 Melissa Grant received the following during the year: Employer Gross Wages Jensen Photography $24,500 All applicable and appropriate payroll taxes were withheld by Grants' respective employers. 1 The Grants also received the following during the year: Interest income from First Kentucky Bank Interest income from City of Lexington, KY Bond Interest income from U.S. Treasury Bond Interest income from Nevada State School Board Bond Workers' compensation payments to Bob $130 $450 $675 $150 $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 Receipt of payment by Melissa as a result of a lawsuit for damages sustained in a car accident: Medical Expenses $2,500 Emotional Distress $12,000 Punitive Damages $10,000 Total $24,500 Eight years ago, Melissa purchased an annuity contract for $88,000. She received her first annuity payment on January 1, 2013. The annuity will pay Melissa $15,000 per year for ten years (beginning with this year). The $15,000 payment was reported to Melissa on Form 1099-R for the current year (box 7 contained an entry of \"7\" on the form). 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) Doctors (unreimbursed by insurance) Prescriptions (unreimbursed by insurance) KY state tax payment made on 4/15/13 for 2012 liability Real property taxes on residence Vehicle registration fee based upon age of vehicle Mortgage interest on principal residence Interest paid on borrowed money to purchase the City of Lexington, KY municipal bonds Interest paid on borrowed money to purchase U.S. Treasury bonds Contribution to the Red Cross Contribution to Senator Rick Hartley's Re-election Campaign Contribution to First Baptist Church of Kentucky Fee paid to Jones & Company, CPAs for tax preparation $10,500 $ 625 $ 380 $ 1,350 $ 1,800 $ 250 $ 8,560 $ 400 $ 240 $ 1,000 $ 2,500 $ 6,000 $ 200 2 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. During the year, the Grants' personal residence was burglarized on October 1. The theft occurred during the day while both the Grants were at work and their children were at school. The Grants had the following personal property stolen: Item Purchase Date Fair Value on Date of Theft Tax Basis of Item Laptop computer and Printer Rifle TV/Projector 2006 Honda Pilot Total 09/01/2013 3,000 3,000 Insurance Reimbursement Received 500 03/01/2011 03/01/2011 07/01/2012 2,000 5,000 4,000 14,000 2,500 13,000 6,500 25,000 500 1,000 500 2,500 The Grants want to contribute to the Presidential Election Campaign. 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. 3