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PLEASE NEED Form 1040 Schedule 1 1040 Schedule 2 1040 Schedule 3 1040 Schedule A Schedule B Schedule C Schedule D Schedule E Schedule SE

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Form 1040 Schedule 1 1040 Schedule 2 1040 Schedule 3 1040 Schedule A Schedule B Schedule C Schedule D Schedule E Schedule SE Form 8863 Form 8995 2 separate Form 4562

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1. Armando Z. and Lourdes K. Gonzales are married and file a joint return. Armando is self-employed as a dentist, and Lourdes is a college professor. Armando and Lourdes have three children. The oldest is Ricardo, who lives at home. Ricardo is a law student at the University of Cincinnati and worked part time during the year, earning $1,500, which he spent for his own support. Armando and Lourdes provided $6,000 toward Ricardo's support (including $4,000 for Ricardo's fall tuition). They also provided over half the support of their daughter, Selena, who is a full-time student at Edgecliff College in Cincinnati. Selena worked part time as an independent contractor during the year, earning $3,200. Selena lived at home until she was married in December 2020. She filed a joint return with her husband, Tony, who earned $30,000 during the year. Felipe is the youngest and lived in the Gonzales's home for the entire year. The Gonzaleses provide you with the following additional information: Armando and Lourdes would like to take advantage on their return of any educational expenses paid for their children. The Gonzaleses do not want to contribute to the presidential election campaign. The Gonzaleses live at 621 Franklin Avenue, Cincinnati, Ohio 45211. Armando's birthday is 3/5/1968 and his Social Security number is 333-45-6666. Lourdes's birthday is 4/24/1970 and her Social Security number is 566-77-8888. Ricardo's birthday is 11/6/1997 and his Social Security number is 576-18-7928. Selena's birthday is 2/1/2001 and her Social Security number is 575-92-4321. Felipe's birthday is 12/12/2008 and his Social Security number is 613-97-8465. The Gonzaleses do not have any foreign bank accounts or trusts. 2. Lourdes is a part-time lecturer at Xavier University in Cincinnati, where she earned $30,000. The university withheld federal income tax of $3,375, state income tax of $900, Cincinnati city income tax of $375, $1,860 of Social Security tax, and $435 of Medicare tax. (*1)She also worked part of the year for Delta Airlines. Delta paid her $10,000 in salary, and withheld federal income tax of $1,125, state income tax of $300, Cincinnati city income tax of $125. Social Security tax of $620, and Medicare tax of $145.(*2) 3. The Gonzaleses received $800 of interest from State Savings Bank on a joint account. (#) They received interest of $1,000 on City of Cincinnati bonds (#4) they bought in January with the proceeds of a loan from Third National Bank of Cincinnati. They paid interest of $1,100 on the loan. Armando received a dividend of $540 on General Bicycle Corporation stock he owns.(*6) Lourdes received a dividend of $390 on Acme Clothing Corporation stock she owns. (*5) Armando and Lourdes received a dividend of $865 on jointly owned stock in Maple Company.(* 7) All of the dividends received in 2020 are qualified dividends. 4. Armando practices under the name "Armando Z. Gonzales, DDS." His business is located at 645 West Avenue, Cincinnati, Ohio 45211, and his employer identification number is 01-2222222. Armando's gross receipts during the year were $111,000. He did not receive any Form 1099s, and he did not have a requirement to file any Form 1099s for any payee. Armando uses the cash method of accounting for his business. Armando's business expenses are as follows: Advertising $ 1,200 Professional dues 490 Professional journals 360 Contributions to employee benefit plans 2,000 Malpractice insurance 3,200 Fine for overbilling State of Ohio for work performed on welfare patient 5,000 Insurance on office contents 720 Interest on money borrowed to refurbish office 600 Accounting services 2,100 Miscellaneous office expense 388 Office rent 12,000 Dental supplies 7,672 Utilities and telephone 3,360 Wages 30,000 Payroll taxes 2,400 5. In June, Armando decided to refurbish his office. This project was completed, and the assets placed in service on July 1. Armando's expenditures included $8,000 for new office furniture, $6,000 for new dental equipment (seven-year recovery period), and $2,000 for a new computer. Armando elected to compute his cost recovery allowance using MACRS. He did not elect to use $179 immediate expensing but wishes to claim any available bonus depreciation. 6. Lourdes's mother, Maria, died on July 2, 2015, leaving Lourdes her entire estate. Included in the estate was Maria's residence (325 Oak Street, Cincinnati, Ohio 45211). Maria's basis in the residence was $30,000. The fair market value of the residence on July 2, 2015, was $155,000. The property was distributed to Lourdes on January 1, 2016. The Gonzaleses have held the property as rental property and have managed it themselves. From 2016 until June 30, 2020, they rented the house to the same tenant. The tenant was transferred to a branch office in California and moved out at the end of June. The house was empty for the rest of the year. To compute depreciation on the house, the Gonzaleses had allocated $15,000 of the property's basis to the land on which the house is located. The Gonzaleses collected rent of $1,000 a month during the six months the house was occupied during the year. You may assume that the rental activity is considered an investment activity (not a trade or business). They incurred the following related expenses during this period: Property insurance $500 Property taxes 800 Maintenance 465 Depreciation (to be computed) ? 7. The Gonzaleses sold 200 shares of Capp Corporation stock on September 3, 2020, for $42 a share (minus a $50 commission). The Gonzaleses received the stock from Armando's father on June 25, 1993, as a wedding present. Armando's father originally purchased the stock for $10 per share on January 1, 1971. The stock was valued at $14.50 per share on the date of the gift. No gift tax was paid on the gift. The sale was reported to the taxpayer and the IRS on Form 1099-B.(*8) 8. Armando and Lourdes have given you a file containing the following receipts for expenditures during the year: Prescription medicine and drugs (net of insurance reimbursement) Doctor and hospital bills (net of insurance reimbursement) Penalty for underpayment of last year's state income tax Real estate taxes on personal residence Interest on home mortgage (paid to Home State Savings & Loan) Interest on credit cards (consumer purchases) Cash contribution to St. Matthew's church Payroll deductions for Lourdes's contributions to the United Way $ 376 2,468 15 4,762 8,250 595 9,080 150 9. The Gonzaleses filed their 2019 federal, state, and local returns on April 12, 2020. They paid the following additional 2019 taxes with their returns: federal income taxes of $630, state income taxes of $250, and city income taxes of $75. 10. The Gonzaleses made timely estimated federal income tax payments of $1,500 each quarter during 2020. They also made estimated state income tax payments of $300 each quarter and estimated city income tax payments of $160 each quarter. The Gonzaleses made all fourth-quarter payments on December 31, 2020. They would like to receive a refund for any overpayments. 11. The Gonzaleses did not buy, sell, exchange, or otherwise acquire any financial interest in a virtual currency. 12. Armando and Lourdes received two Economic Impact Payments (stimulus checks) in the full amount before filing their 2020 tax return. 2 Federal income tax withheld a Employee's social security number 22222 For Official Use Only VOID 566-77-8888 OMB No. 1545-0008 b Employer identification number (EIN) 1 Wages, tips, other compensation 30,000 c Employer's name, address, and ZIP code 3 Social Security wages 30,000 5 Medicare wages and tips 30,000 7 Social security tips 3,375 4 Social security tax withheld 1860 Xavier University Cincinnati, OH 6 Medicare tax withheld 435 8 Allocated tips d Control number 10 Dependent care benefits Last name Sult 11 Nonqualified plans 12a See instructions for box 12 Employee's first name and initial Lourdes Gonzales 621 Franklin Ave Cincinnati, OH 45211 13 Story They gloyee 125 14 Other 120 12d f Employee's address and ZIP code 15 State Employer's state ID number 16 State Wages, tips, etc. 17 State income tax 30 000 20 Locality name 900 18 Local wages, tips, t. 19 Local income tax 30,000 375. W-2 wage and Tax Statement 2020 Form Department of the Treasury-Internal Revenue Service For Privacy Act and Paperwork Reduction Copy A--For Social Security Administration. Send this entire page with Act Notice, see the separate instructions Form W-3 to the Social Security Administration photocopies are not acceptable. Cat. No 101340 Do Not Cut, Fold, or Staple Forms on This Page 2 Federal income tax withheld a Employee's social security number For Official Use Only 22222 VOID 566-22-8888 OMB NO. 1545-0008 b Employer identification number (EIN) 1 Wages, tips, other compensation 10.000 c Employer's name, address, and ZIP code 3 Social security wages Delta Airlines 10 000 5 Medicare wages and tips 4 Social security tax withheld 1125 620 10 da 6 Medicare tax withheld 445 8 Allocated tips 7 Social security tips 9 d Control number 10 Dependent care benefits Suft. 11 Nonqualified plans 12a See instructions for box 12 e Employee's first name and initial Last name Lourdes Gonzales. 621 Franklin Are 13 Story Het They ucky 12b 14 Other 120 Cincinnati, OH 45211 12d Employee's address and ZIP code 15 Stine Employer's state ID number 18 Local wages, tips, et 19 Local income tax 20 Locality 16 State wages, tips, etc. 17 State income tax 10,oou. 3.00 10,000 125 W-2 Wage and Tax Statement 2020 Department of the Treasury - Internal Revenue Service Form For Privacy Act and Paperwork Reduction Copy A--For Social Security Administration. Send this entire page with Act Notice, see the separate instructions Form W-3 to the Social Security Administration; photocopies are not acceptable. Cat No. 101340 Do Not Cut, Fold, or Staple Forms on This Page 9292 VOID CORRECTED PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN (optional) or foreign postal code, and telephone no OMB No 1545-0112 2020 State Savings Bank Interest Income 1 Interest income $ 800 2 Early withdrawal penalty Form 1099-INT Copy A PAYER'S TIN RECIPIENT'S TIN $ 3 Interest on U.S. Savings Bonds and Treas, obligations For Internal Revenue Service Center interest RECIPIENT'S name 4 Federal income tax withheld 5 Investment expenses File with Form 1096. $ $ Armando and Lourdes 6 Foreign tax paid 7 Foreign country of U.S. possession For Privacy Act Street address Including apt. no.) Gonzales $ and Paperwork 8 Tax-exempt interest 9 Specified private activity bond Reduction Act 621 Franklin Are Notice, see the City or town, state or province, country, and ZIP or foreign postal code $ $ 2020 General 10 Market discount 11 Bond premium Instructions for Certain FATCA filings Information requirement 12 Bond premium on Treasury obligations 13 Bond premium on tax-exempt bond Returns. $ $ Account number (see Instructions) 2nd TIN not. 14 Tax-exempt and tax credit 15 State 16 State Identification no. 17 Stato tax withheld bond CUSIP no. $ Cincinnati, OH 45211 $ Form 1099-INT Cat, No. 14410K www.irs.gov/Form 1099INT Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page - Do Not Cut or Separate Forms on This Page 9292 VOID CORRECTED PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN (optional or foreign postal code and telephone no. OMB No. 1545-0112 City of Cincinnati 2020 Interest Income 1 Interest income Form 1099-INT $ 2 Early withdrawal penalty Copy A PAYER'S TIN RECIPIENT'S TIN $ 3 Interest on US. Savings Bonds and Treas, obligations For Internal Revenue Service Center RECIPIENT'S name 4 Federal income tax withhold 5 Investment expenses File with Form 1096 $ Amando and Lourdes Gonzales 6 Foreign tax paid 7 Foreign country or U.S. postession For Privacy Act Street address (including apt. no.) $ and Paperwork 8 Tax-exempt interest 9 Specified private activity bond Reduction Act ba1 Frank In Are Notice, see the City or town, state or province, country, and ZIP or foreign postal code $ 2020 General 10 Market discount 11 Bond premium Instructions for Cincinnati, OH 45211 Certain FATCA filing $ $ Information requirement 12 Bond premium on Treasury obligations 13 Bond premium on tax-exemet bond Returns. $ $ Account number (see instructions) 2nd TIN not. 14 Tax-exempt and tax credit 15 State 16 State identification no. 17 State tax withheld bond CUSIP no. $ 1$ 1,000 Form 1099-INT Cat No. 14410K www.lrs.gow Form 1099INT Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page OMB No. 1545-0110 2020 9191 VOID CORRECTED PAYER's name, street address, city or town, state or province, country, ZIP Ta Total ordinary dividends or foreign postal code, and telephone no $ 390 1b Qualified dividends 390 $ 2a Total capital gain distr. $ PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain Acme Clothing Corp Dividends and Distributions Form 1099-DIV 2b Unrecap. Soc. 1250 gain $ 2d Collectibles (28%) gain Copy A Internal Revenue Service Center For $ $ File with Form 1096 RECIPIENT'S name 3 Nondividend distributions 4 Federal income tax withhold $ $ For Privacy Act 5 Section 199A dividends & Investment expenses and Paperwork Street address (including apt. no.) $ $ Reduction Act Notice, see the 7 Foreign tax paid 8 Foreign country or U.S. possession 2020 General Instructions for City or town, state or province, country, and ZIP or foreign postal code $ Certain Cash liquidation distributions 10 Noncashiquidation distribution Information $ $ Returns. FATCA filing 11 Exempt-interest dividends 12 Specified private activity requirement bond interest dividends $ $ Account number (see instructions) 2nd TIN NO. 13 Stute 14 Stato inefication no. 15 State tax withheld $ Lourdes Gonzales 621 Frank in Ave Cincinnati, OH 45211 Cat, No. 14415N Form 1099-DIV Do Not Cut or Separate Forms on This Page www.lrs.gov/Form1099DIV Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page OMB No. 1545-0110 2020 9191 VOID CORRECTED PAYER'S name, stroot address, city or town, state or province, country, ZIP 1a Total ordinary dividends or foreign postal code, and telephone no. 540 $ 1b Qualified dividends $ 540 2n Total capital gain distr. $ PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain Dividends and Distributions General Bicycle Corp Form 1099-DIV 2b Unrecap. Sec. 1250 gain $ 2d Collectibles (28%) gain Copy A For Internal Revenue Service Center File with Form 1096. RECIPIENT'S name 3 Nondividend distributions 4 Federal income tax withheld $ $ For Privacy Act 5 Section 199A dividends 6 Investment expenses and Paperwork Reduction Act Street address (including apt. no.) $ $ Notice, see the 7 Foreign tax pald 8 Foreign country of US. 2020 General Instructions for City or town, state or province, country, and ZIP or foreign postal code $ Certain Information $ $ Returns. FATCA filing 11 Exempt-interest dividends 12 Specified private activity requirement bond interest dividends $ Account number (see instructions) 2nd Tin not. 13 State 14 Stue identification to 15 State tax withhold $ Armando Gonzales 621 Franklin Are Cincinnati, OH 45211 - Cast question des restore te Korcan laten sainting Cat No. 14415N Form 1099-DIV Do Not Cut or Separate Forms on This Page www.in.gov/Form1099DIV Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page - 9191 VOID CORRECTED PAYER'S name, street address, city or town, state or province, country, ZIP 1a Total ordinary dividends or foreign postal code, and telephone no. OMB No. 1545-0110 865 Maple Company 2020 Dividends and Distributions 1b Qualified dividends 865 Armando e Lourdes Gonzales $ Form 1099-DIV 28 Total capital gain distr. 2b Unrecap. Sec. 1250 gain Copy A $ $ For PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain 2d Collectibles (2896) gain Internal Revenue Service Center $ File with Form 1096. RECIPIENT'S name 3 Nondividend distributions 4 Federal income tax withheld $ $ For Privacy Act 5 Section 199A dividends 6 Investment expenses and Paperwork Street address (including apt. no.) $ $ Reduction Act 7 Foreign tax paid Notice, see the B Foreign country or U.S. Possion 621 Franklin Are 2020 General Instructions for City or town, state or province, country, and ZIP or foreign postal code $ Certain Information $ $ Returns. FATCA filing 11 Exempt-interest dividenco 12 Specified private activity requirement bond interest dividends $ $ Account number (see Instructions) 2nd TIN not, 13 State 14 Studentificaten na 15 State tax withhold $ Cincinnati, OH 45211 Canh liquidation distributors 19 Mencash inson ditioning Form 1099-DIV Cat. No. 14415N Do Not Cut or Separate Forms on This Page www.irs.gov/Form1099DIV Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Capp Corporation 333 45-66664$ 8,350 7979 VOID CORRECTED OMB No. 1545-0715 PAYER'S name, street address, city or town, state or province, country, ZIP Applicable checkbox on Form 8949 Proceeds From or foreign postal code, and telephone no. Broker and 2020 Barter Exchange Form 1099-B Transactions 1a Description of property (Example: 100 sh. XYZ Co.) 200 shares of Cappe Corporation 1b Date acquired 1c Date sold or disposed 1| | 1971 9/30/2020 PAYER'S TIN RECIPIENT'S TIN 1d Proceeds te Cost or other basis Copy A Is You determine 11 Accrued market discount 19 Wash sale loss disallowed For $ $ Internal Revenue RECIPIENT'S name 2 Short-term gain or loss 3 Check if proceeds from: Service Center Long-term gain or loss Collectibles File with Form 1096. Ordinary OOF Street address (including apt. no 4 Federal income tax withheld 5 Check if noncovered $ Security 6 Reported to RS: 7 Check ifloss is not allowed For Privacy Act City or town, state or province, country, and ZIP or foreign postal code Grous proceeds based on amount ind and Paperwork Net proceeds Reduction Act 8 Profit or loss) realized in Unrealized profit or loss) on Notice, see the Account number (see instructions) 2020 on closed contracts 2020 General 2nd TIN not open contracts-12/31/2019 Instructions for $ $ Certain CUSIP number FATCA filing 10 Unrealized profit or loss on 11 Aggregate profit or loss) Information requirement open contracts-12/31/2020 on contracts Returns 14 State name 15 State identification no. 16 State tax withheld $ $ $ 12 Check if basis reported to 13 Bartoring IRS $ Form 1099-B Cat No. 14411V www.lrs.gov/Form10998 Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page Armando Gonzales 621 Franklin Ave Cincinnati, OH 45211 DO 1. Armando Z. and Lourdes K. Gonzales are married and file a joint return. Armando is self-employed as a dentist, and Lourdes is a college professor. Armando and Lourdes have three children. The oldest is Ricardo, who lives at home. Ricardo is a law student at the University of Cincinnati and worked part time during the year, earning $1,500, which he spent for his own support. Armando and Lourdes provided $6,000 toward Ricardo's support (including $4,000 for Ricardo's fall tuition). They also provided over half the support of their daughter, Selena, who is a full-time student at Edgecliff College in Cincinnati. Selena worked part time as an independent contractor during the year, earning $3,200. Selena lived at home until she was married in December 2020. She filed a joint return with her husband, Tony, who earned $30,000 during the year. Felipe is the youngest and lived in the Gonzales's home for the entire year. The Gonzaleses provide you with the following additional information: Armando and Lourdes would like to take advantage on their return of any educational expenses paid for their children. The Gonzaleses do not want to contribute to the presidential election campaign. The Gonzaleses live at 621 Franklin Avenue, Cincinnati, Ohio 45211. Armando's birthday is 3/5/1968 and his Social Security number is 333-45-6666. Lourdes's birthday is 4/24/1970 and her Social Security number is 566-77-8888. Ricardo's birthday is 11/6/1997 and his Social Security number is 576-18-7928. Selena's birthday is 2/1/2001 and her Social Security number is 575-92-4321. Felipe's birthday is 12/12/2008 and his Social Security number is 613-97-8465. The Gonzaleses do not have any foreign bank accounts or trusts. 2. Lourdes is a part-time lecturer at Xavier University in Cincinnati, where she earned $30,000. The university withheld federal income tax of $3,375, state income tax of $900, Cincinnati city income tax of $375, $1,860 of Social Security tax, and $435 of Medicare tax. (*1)She also worked part of the year for Delta Airlines. Delta paid her $10,000 in salary, and withheld federal income tax of $1,125, state income tax of $300, Cincinnati city income tax of $125. Social Security tax of $620, and Medicare tax of $145.(*2) 3. The Gonzaleses received $800 of interest from State Savings Bank on a joint account. (#) They received interest of $1,000 on City of Cincinnati bonds (#4) they bought in January with the proceeds of a loan from Third National Bank of Cincinnati. They paid interest of $1,100 on the loan. Armando received a dividend of $540 on General Bicycle Corporation stock he owns.(*6) Lourdes received a dividend of $390 on Acme Clothing Corporation stock she owns. (*5) Armando and Lourdes received a dividend of $865 on jointly owned stock in Maple Company.(* 7) All of the dividends received in 2020 are qualified dividends. 4. Armando practices under the name "Armando Z. Gonzales, DDS." His business is located at 645 West Avenue, Cincinnati, Ohio 45211, and his employer identification number is 01-2222222. Armando's gross receipts during the year were $111,000. He did not receive any Form 1099s, and he did not have a requirement to file any Form 1099s for any payee. Armando uses the cash method of accounting for his business. Armando's business expenses are as follows: Advertising $ 1,200 Professional dues 490 Professional journals 360 Contributions to employee benefit plans 2,000 Malpractice insurance 3,200 Fine for overbilling State of Ohio for work performed on welfare patient 5,000 Insurance on office contents 720 Interest on money borrowed to refurbish office 600 Accounting services 2,100 Miscellaneous office expense 388 Office rent 12,000 Dental supplies 7,672 Utilities and telephone 3,360 Wages 30,000 Payroll taxes 2,400 5. In June, Armando decided to refurbish his office. This project was completed, and the assets placed in service on July 1. Armando's expenditures included $8,000 for new office furniture, $6,000 for new dental equipment (seven-year recovery period), and $2,000 for a new computer. Armando elected to compute his cost recovery allowance using MACRS. He did not elect to use $179 immediate expensing but wishes to claim any available bonus depreciation. 6. Lourdes's mother, Maria, died on July 2, 2015, leaving Lourdes her entire estate. Included in the estate was Maria's residence (325 Oak Street, Cincinnati, Ohio 45211). Maria's basis in the residence was $30,000. The fair market value of the residence on July 2, 2015, was $155,000. The property was distributed to Lourdes on January 1, 2016. The Gonzaleses have held the property as rental property and have managed it themselves. From 2016 until June 30, 2020, they rented the house to the same tenant. The tenant was transferred to a branch office in California and moved out at the end of June. The house was empty for the rest of the year. To compute depreciation on the house, the Gonzaleses had allocated $15,000 of the property's basis to the land on which the house is located. The Gonzaleses collected rent of $1,000 a month during the six months the house was occupied during the year. You may assume that the rental activity is considered an investment activity (not a trade or business). They incurred the following related expenses during this period: Property insurance $500 Property taxes 800 Maintenance 465 Depreciation (to be computed) ? 7. The Gonzaleses sold 200 shares of Capp Corporation stock on September 3, 2020, for $42 a share (minus a $50 commission). The Gonzaleses received the stock from Armando's father on June 25, 1993, as a wedding present. Armando's father originally purchased the stock for $10 per share on January 1, 1971. The stock was valued at $14.50 per share on the date of the gift. No gift tax was paid on the gift. The sale was reported to the taxpayer and the IRS on Form 1099-B.(*8) 8. Armando and Lourdes have given you a file containing the following receipts for expenditures during the year: Prescription medicine and drugs (net of insurance reimbursement) Doctor and hospital bills (net of insurance reimbursement) Penalty for underpayment of last year's state income tax Real estate taxes on personal residence Interest on home mortgage (paid to Home State Savings & Loan) Interest on credit cards (consumer purchases) Cash contribution to St. Matthew's church Payroll deductions for Lourdes's contributions to the United Way $ 376 2,468 15 4,762 8,250 595 9,080 150 9. The Gonzaleses filed their 2019 federal, state, and local returns on April 12, 2020. They paid the following additional 2019 taxes with their returns: federal income taxes of $630, state income taxes of $250, and city income taxes of $75. 10. The Gonzaleses made timely estimated federal income tax payments of $1,500 each quarter during 2020. They also made estimated state income tax payments of $300 each quarter and estimated city income tax payments of $160 each quarter. The Gonzaleses made all fourth-quarter payments on December 31, 2020. They would like to receive a refund for any overpayments. 11. The Gonzaleses did not buy, sell, exchange, or otherwise acquire any financial interest in a virtual currency. 12. Armando and Lourdes received two Economic Impact Payments (stimulus checks) in the full amount before filing their 2020 tax return. 2 Federal income tax withheld a Employee's social security number 22222 For Official Use Only VOID 566-77-8888 OMB No. 1545-0008 b Employer identification number (EIN) 1 Wages, tips, other compensation 30,000 c Employer's name, address, and ZIP code 3 Social Security wages 30,000 5 Medicare wages and tips 30,000 7 Social security tips 3,375 4 Social security tax withheld 1860 Xavier University Cincinnati, OH 6 Medicare tax withheld 435 8 Allocated tips d Control number 10 Dependent care benefits Last name Sult 11 Nonqualified plans 12a See instructions for box 12 Employee's first name and initial Lourdes Gonzales 621 Franklin Ave Cincinnati, OH 45211 13 Story They gloyee 125 14 Other 120 12d f Employee's address and ZIP code 15 State Employer's state ID number 16 State Wages, tips, etc. 17 State income tax 30 000 20 Locality name 900 18 Local wages, tips, t. 19 Local income tax 30,000 375. W-2 wage and Tax Statement 2020 Form Department of the Treasury-Internal Revenue Service For Privacy Act and Paperwork Reduction Copy A--For Social Security Administration. Send this entire page with Act Notice, see the separate instructions Form W-3 to the Social Security Administration photocopies are not acceptable. Cat. No 101340 Do Not Cut, Fold, or Staple Forms on This Page 2 Federal income tax withheld a Employee's social security number For Official Use Only 22222 VOID 566-22-8888 OMB NO. 1545-0008 b Employer identification number (EIN) 1 Wages, tips, other compensation 10.000 c Employer's name, address, and ZIP code 3 Social security wages Delta Airlines 10 000 5 Medicare wages and tips 4 Social security tax withheld 1125 620 10 da 6 Medicare tax withheld 445 8 Allocated tips 7 Social security tips 9 d Control number 10 Dependent care benefits Suft. 11 Nonqualified plans 12a See instructions for box 12 e Employee's first name and initial Last name Lourdes Gonzales. 621 Franklin Are 13 Story Het They ucky 12b 14 Other 120 Cincinnati, OH 45211 12d Employee's address and ZIP code 15 Stine Employer's state ID number 18 Local wages, tips, et 19 Local income tax 20 Locality 16 State wages, tips, etc. 17 State income tax 10,oou. 3.00 10,000 125 W-2 Wage and Tax Statement 2020 Department of the Treasury - Internal Revenue Service Form For Privacy Act and Paperwork Reduction Copy A--For Social Security Administration. Send this entire page with Act Notice, see the separate instructions Form W-3 to the Social Security Administration; photocopies are not acceptable. Cat No. 101340 Do Not Cut, Fold, or Staple Forms on This Page 9292 VOID CORRECTED PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN (optional) or foreign postal code, and telephone no OMB No 1545-0112 2020 State Savings Bank Interest Income 1 Interest income $ 800 2 Early withdrawal penalty Form 1099-INT Copy A PAYER'S TIN RECIPIENT'S TIN $ 3 Interest on U.S. Savings Bonds and Treas, obligations For Internal Revenue Service Center interest RECIPIENT'S name 4 Federal income tax withheld 5 Investment expenses File with Form 1096. $ $ Armando and Lourdes 6 Foreign tax paid 7 Foreign country of U.S. possession For Privacy Act Street address Including apt. no.) Gonzales $ and Paperwork 8 Tax-exempt interest 9 Specified private activity bond Reduction Act 621 Franklin Are Notice, see the City or town, state or province, country, and ZIP or foreign postal code $ $ 2020 General 10 Market discount 11 Bond premium Instructions for Certain FATCA filings Information requirement 12 Bond premium on Treasury obligations 13 Bond premium on tax-exempt bond Returns. $ $ Account number (see Instructions) 2nd TIN not. 14 Tax-exempt and tax credit 15 State 16 State Identification no. 17 Stato tax withheld bond CUSIP no. $ Cincinnati, OH 45211 $ Form 1099-INT Cat, No. 14410K www.irs.gov/Form 1099INT Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page - Do Not Cut or Separate Forms on This Page 9292 VOID CORRECTED PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN (optional or foreign postal code and telephone no. OMB No. 1545-0112 City of Cincinnati 2020 Interest Income 1 Interest income Form 1099-INT $ 2 Early withdrawal penalty Copy A PAYER'S TIN RECIPIENT'S TIN $ 3 Interest on US. Savings Bonds and Treas, obligations For Internal Revenue Service Center RECIPIENT'S name 4 Federal income tax withhold 5 Investment expenses File with Form 1096 $ Amando and Lourdes Gonzales 6 Foreign tax paid 7 Foreign country or U.S. postession For Privacy Act Street address (including apt. no.) $ and Paperwork 8 Tax-exempt interest 9 Specified private activity bond Reduction Act ba1 Frank In Are Notice, see the City or town, state or province, country, and ZIP or foreign postal code $ 2020 General 10 Market discount 11 Bond premium Instructions for Cincinnati, OH 45211 Certain FATCA filing $ $ Information requirement 12 Bond premium on Treasury obligations 13 Bond premium on tax-exemet bond Returns. $ $ Account number (see instructions) 2nd TIN not. 14 Tax-exempt and tax credit 15 State 16 State identification no. 17 State tax withheld bond CUSIP no. $ 1$ 1,000 Form 1099-INT Cat No. 14410K www.lrs.gow Form 1099INT Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page OMB No. 1545-0110 2020 9191 VOID CORRECTED PAYER's name, street address, city or town, state or province, country, ZIP Ta Total ordinary dividends or foreign postal code, and telephone no $ 390 1b Qualified dividends 390 $ 2a Total capital gain distr. $ PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain Acme Clothing Corp Dividends and Distributions Form 1099-DIV 2b Unrecap. Soc. 1250 gain $ 2d Collectibles (28%) gain Copy A Internal Revenue Service Center For $ $ File with Form 1096 RECIPIENT'S name 3 Nondividend distributions 4 Federal income tax withhold $ $ For Privacy Act 5 Section 199A dividends & Investment expenses and Paperwork Street address (including apt. no.) $ $ Reduction Act Notice, see the 7 Foreign tax paid 8 Foreign country or U.S. possession 2020 General Instructions for City or town, state or province, country, and ZIP or foreign postal code $ Certain Cash liquidation distributions 10 Noncashiquidation distribution Information $ $ Returns. FATCA filing 11 Exempt-interest dividends 12 Specified private activity requirement bond interest dividends $ $ Account number (see instructions) 2nd TIN NO. 13 Stute 14 Stato inefication no. 15 State tax withheld $ Lourdes Gonzales 621 Frank in Ave Cincinnati, OH 45211 Cat, No. 14415N Form 1099-DIV Do Not Cut or Separate Forms on This Page www.lrs.gov/Form1099DIV Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page OMB No. 1545-0110 2020 9191 VOID CORRECTED PAYER'S name, stroot address, city or town, state or province, country, ZIP 1a Total ordinary dividends or foreign postal code, and telephone no. 540 $ 1b Qualified dividends $ 540 2n Total capital gain distr. $ PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain Dividends and Distributions General Bicycle Corp Form 1099-DIV 2b Unrecap. Sec. 1250 gain $ 2d Collectibles (28%) gain Copy A For Internal Revenue Service Center File with Form 1096. RECIPIENT'S name 3 Nondividend distributions 4 Federal income tax withheld $ $ For Privacy Act 5 Section 199A dividends 6 Investment expenses and Paperwork Reduction Act Street address (including apt. no.) $ $ Notice, see the 7 Foreign tax pald 8 Foreign country of US. 2020 General Instructions for City or town, state or province, country, and ZIP or foreign postal code $ Certain Information $ $ Returns. FATCA filing 11 Exempt-interest dividends 12 Specified private activity requirement bond interest dividends $ Account number (see instructions) 2nd Tin not. 13 State 14 Stue identification to 15 State tax withhold $ Armando Gonzales 621 Franklin Are Cincinnati, OH 45211 - Cast question des restore te Korcan laten sainting Cat No. 14415N Form 1099-DIV Do Not Cut or Separate Forms on This Page www.in.gov/Form1099DIV Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page - 9191 VOID CORRECTED PAYER'S name, street address, city or town, state or province, country, ZIP 1a Total ordinary dividends or foreign postal code, and telephone no. OMB No. 1545-0110 865 Maple Company 2020 Dividends and Distributions 1b Qualified dividends 865 Armando e Lourdes Gonzales $ Form 1099-DIV 28 Total capital gain distr. 2b Unrecap. Sec. 1250 gain Copy A $ $ For PAYER'S TIN RECIPIENT'S TIN 2c Section 1202 gain 2d Collectibles (2896) gain Internal Revenue Service Center $ File with Form 1096. RECIPIENT'S name 3 Nondividend distributions 4 Federal income tax withheld $ $ For Privacy Act 5 Section 199A dividends 6 Investment expenses and Paperwork Street address (including apt. no.) $ $ Reduction Act 7 Foreign tax paid Notice, see the B Foreign country or U.S. Possion 621 Franklin Are 2020 General Instructions for City or town, state or province, country, and ZIP or foreign postal code $ Certain Information $ $ Returns. FATCA filing 11 Exempt-interest dividenco 12 Specified private activity requirement bond interest dividends $ $ Account number (see Instructions) 2nd TIN not, 13 State 14 Studentificaten na 15 State tax withhold $ Cincinnati, OH 45211 Canh liquidation distributors 19 Mencash inson ditioning Form 1099-DIV Cat. No. 14415N Do Not Cut or Separate Forms on This Page www.irs.gov/Form1099DIV Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Capp Corporation 333 45-66664$ 8,350 7979 VOID CORRECTED OMB No. 1545-0715 PAYER'S name, street address, city or town, state or province, country, ZIP Applicable checkbox on Form 8949 Proceeds From or foreign postal code, and telephone no. Broker and 2020 Barter Exchange Form 1099-B Transactions 1a Description of property (Example: 100 sh. XYZ Co.) 200 shares of Cappe Corporation 1b Date acquired 1c Date sold or disposed 1| | 1971 9/30/2020 PAYER'S TIN RECIPIENT'S TIN 1d Proceeds te Cost or other basis Copy A Is You determine 11 Accrued market discount 19 Wash sale loss disallowed For $ $ Internal Revenue RECIPIENT'S name 2 Short-term gain or loss 3 Check if proceeds from: Service Center Long-term gain or loss Collectibles File with Form 1096. Ordinary OOF Street address (including apt. no 4 Federal income tax withheld 5 Check if noncovered $ Security 6 Reported to RS: 7 Check ifloss is not allowed For Privacy Act City or town, state or province, country, and ZIP or foreign postal code Grous proceeds based on amount ind and Paperwork Net proceeds Reduction Act 8 Profit or loss) realized in Unrealized profit or loss) on Notice, see the Account number (see instructions) 2020 on closed contracts 2020 General 2nd TIN not open contracts-12/31/2019 Instructions for $ $ Certain CUSIP number FATCA filing 10 Unrealized profit or loss on 11 Aggregate profit or loss) Information requirement open contracts-12/31/2020 on contracts Returns 14 State name 15 State identification no. 16 State tax withheld $ $ $ 12 Check if basis reported to 13 Bartoring IRS $ Form 1099-B Cat No. 14411V www.lrs.gov/Form10998 Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page Armando Gonzales 621 Franklin Ave Cincinnati, OH 45211 DO

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