Please use the informatiom in the pictures to file a tax return on 2019 1040 document. Thank you.
Tax Return-Individual Number Three (after Chapter 8) Instructions: Please complete the 2019 federal income tax return for Bob and Melissa Grant. 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 (age 43) Grant 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 987-45-1235 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 $8,000 0 National Storage Lexington Little League $66,200 $4,710 State Income Tax Withholding $3,750 0 Melissa Grant's Form W-2 provided the following wages and withholding for the year: Employer Gross Wages Federal Income Tax Withholding $5,450 State Income Tax Withholding $2,225 Jensen Photography $44,500 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 2018. 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 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 due to 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 due to 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 . Eight years ago, Melissa purchased an annuity contract for $88,000. She received her first annuity payment on January 1, 2019. 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 grantors or beneficiaries 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) $ 1,380 KY state tax payment made on 4/15/19 for 2018 tax return liability $ 1,350 KY state income taxes withheld during 2019 $ 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 $ 1,000 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. $ 1040 Department of the Treasury-Internal Revenue Service (99) U.S. Individual Income Tax Return 2019 OMB No 1545-0074 IRS Use Only Do not write or staple in this space Filling Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widower) (W) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or GW 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 I joint return, spouse's first name and middle initial Last name Spouse's social security number Home address (number and street). If you have a P.O. box, see instructions Apt. no. Presidential Election Campaign Check here you, or your spouse it filing jointly wants to go to this tund. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions) Checking a box below wil not change your tax or refund You Spouse Foreign country name Foreign province/state/county Foreign postal code If more than four dependents, see instructions and / here Standard Someone can claims You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You Were bom before January 2, 1956 Are blind Spouse: Was bom 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 Child tax credit Credit for other dependents 1 1 2b 3b 4b 4d Sb 6 Wages, salaries, tips, etc. Attach Formin) W-2 20 Tax-exempt interest 2a b Taxable interest. Attach Sch. B if required 3a Qualified dividends Ja Standard b Ordinary dividenda, Attach Sch. Bit required Deduction for 4a IRA distributions 4a b Taxable amount Single of Married c 40 Fling separately. Pensions and annuities d Taxable amount $12.200 5a Social security benefits 5a b Taxable amount Married sing Org 6 Capital gain or loss). Attach Schedule Dil required. If not required, check here widower 7a $24.400 Other income from Schedule 1, line 9 Head of b Add lines 1, 2, 3, 4, 4, 5, 6, and 7a. This is your total income household $10,300 Ba Adjustments to income from Schedule 1 line 22 you checked b Subtract line from line 7b. This is your adjusted gross income any box under 9 Standard Standard deduction or itemized deductions from Schedule A) 0 Deduction 10 10 se instructions Qualified business income deduction Altach Form 0905 or Form 8005-A. 110 Add lines 9 and 10 b Taxable income. Subtract line 110 from ine Bb. If zero or less entero For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat No. 113200 7a 7b Ra 8b o desconocido 11a Form 1040 0010 b 38 = Form 1040 (2019) Page 2 12a Tax (see inst.) Check if any from Fom: 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 b Add Schedule 3, line 7. and line 13a and enter the total 13b 14 Subtract line 13b from line 12b. If zero or less, enter-O- 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 17 Federal income tax withheld from Forms W-2 and 1099 17 18 . If you have a Other payments and refundable credits: qualifying child a Earned Income Credit (EIC) 18a attach Sch. EIC - you have Additional chid tax credit. Attach Schedule 5812 18 nortable C American opportunity credit from Form 1863, line 8 180 combal pay, see instructions d Schedule 3, line 14 180 Add lines 18 through 18d. These are your total other payments and refundable credits 18e 10 Add lines 17 and 18e. These are you total payments 19 Refund 20 If line 10 ia more than Iine 16, subtract line 16 from ine 10. This is the amount you overpald 20 210 Amount of line 20 you want refunded to you. If Form 8888 attached, check here 21a Direct depon Routing number Type: Checking Savings Account number 22 Amount of line 20 you want applied to your 2000 estimated tax 22 Amount 23 Amount you owe. Subtractine 10 from ine 16. For details on how to pay, to instructions You Owe 24 Estimated tax penalty free instructional 24 Third Party Do you want to allow another person (other than your paid prepare to discuss this return with the IRS? Se inotructions Yes. Complete below Designee No Other than Designee's Phone Personal identification pad preparer name no. number PIN Sign Under perties of perjury, I declare that I have examined this return and accomparing schedules and tenants, and to the best of my knowledge and belief they were corect, and complete Declaration of prepare for at based on all information of which preparer has my knowledge Here Your signature Date Your occupation If the IRS sent you an identity Protection PIN, enter it here Joint return? (see inst) See instructions Spouse's signature. If a joint return, both must sig Date Spouse's occupation If the IAS sent your spouse an Keep a copy for Identity Protection PIN enter it here your records (see inst) Phone no Email address Preparer's name Preparer's signature Date PTIN Check it 3rd Party Designer Preparer Firm's name Phone no Self-employed Use Only Firm's address Firm's EN Go to www.irs powForm 1040 for instructions and the latest information Form 1040 1 Paid Tax Return-Individual Number Three (after Chapter 8) Instructions: Please complete the 2019 federal income tax return for Bob and Melissa Grant. 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 (age 43) Grant 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 987-45-1235 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 $8,000 0 National Storage Lexington Little League $66,200 $4,710 State Income Tax Withholding $3,750 0 Melissa Grant's Form W-2 provided the following wages and withholding for the year: Employer Gross Wages Federal Income Tax Withholding $5,450 State Income Tax Withholding $2,225 Jensen Photography $44,500 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 2018. 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 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 due to 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 due to 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 . Eight years ago, Melissa purchased an annuity contract for $88,000. She received her first annuity payment on January 1, 2019. 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 grantors or beneficiaries 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) $ 1,380 KY state tax payment made on 4/15/19 for 2018 tax return liability $ 1,350 KY state income taxes withheld during 2019 $ 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 $ 1,000 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. $ 1040 Department of the Treasury-Internal Revenue Service (99) U.S. Individual Income Tax Return 2019 OMB No 1545-0074 IRS Use Only Do not write or staple in this space Filling Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widower) (W) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or GW 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 I joint return, spouse's first name and middle initial Last name Spouse's social security number Home address (number and street). If you have a P.O. box, see instructions Apt. no. Presidential Election Campaign Check here you, or your spouse it filing jointly wants to go to this tund. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions) Checking a box below wil not change your tax or refund You Spouse Foreign country name Foreign province/state/county Foreign postal code If more than four dependents, see instructions and / here Standard Someone can claims You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You Were bom before January 2, 1956 Are blind Spouse: Was bom 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 Child tax credit Credit for other dependents 1 1 2b 3b 4b 4d Sb 6 Wages, salaries, tips, etc. Attach Formin) W-2 20 Tax-exempt interest 2a b Taxable interest. Attach Sch. B if required 3a Qualified dividends Ja Standard b Ordinary dividenda, Attach Sch. Bit required Deduction for 4a IRA distributions 4a b Taxable amount Single of Married c 40 Fling separately. Pensions and annuities d Taxable amount $12.200 5a Social security benefits 5a b Taxable amount Married sing Org 6 Capital gain or loss). Attach Schedule Dil required. If not required, check here widower 7a $24.400 Other income from Schedule 1, line 9 Head of b Add lines 1, 2, 3, 4, 4, 5, 6, and 7a. This is your total income household $10,300 Ba Adjustments to income from Schedule 1 line 22 you checked b Subtract line from line 7b. This is your adjusted gross income any box under 9 Standard Standard deduction or itemized deductions from Schedule A) 0 Deduction 10 10 se instructions Qualified business income deduction Altach Form 0905 or Form 8005-A. 110 Add lines 9 and 10 b Taxable income. Subtract line 110 from ine Bb. If zero or less entero For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat No. 113200 7a 7b Ra 8b o desconocido 11a Form 1040 0010 b 38 = Form 1040 (2019) Page 2 12a Tax (see inst.) Check if any from Fom: 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 b Add Schedule 3, line 7. and line 13a and enter the total 13b 14 Subtract line 13b from line 12b. If zero or less, enter-O- 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 17 Federal income tax withheld from Forms W-2 and 1099 17 18 . If you have a Other payments and refundable credits: qualifying child a Earned Income Credit (EIC) 18a attach Sch. EIC - you have Additional chid tax credit. Attach Schedule 5812 18 nortable C American opportunity credit from Form 1863, line 8 180 combal pay, see instructions d Schedule 3, line 14 180 Add lines 18 through 18d. These are your total other payments and refundable credits 18e 10 Add lines 17 and 18e. These are you total payments 19 Refund 20 If line 10 ia more than Iine 16, subtract line 16 from ine 10. This is the amount you overpald 20 210 Amount of line 20 you want refunded to you. If Form 8888 attached, check here 21a Direct depon Routing number Type: Checking Savings Account number 22 Amount of line 20 you want applied to your 2000 estimated tax 22 Amount 23 Amount you owe. Subtractine 10 from ine 16. For details on how to pay, to instructions You Owe 24 Estimated tax penalty free instructional 24 Third Party Do you want to allow another person (other than your paid prepare to discuss this return with the IRS? Se inotructions Yes. Complete below Designee No Other than Designee's Phone Personal identification pad preparer name no. number PIN Sign Under perties of perjury, I declare that I have examined this return and accomparing schedules and tenants, and to the best of my knowledge and belief they were corect, and complete Declaration of prepare for at based on all information of which preparer has my knowledge Here Your signature Date Your occupation If the IRS sent you an identity Protection PIN, enter it here Joint return? (see inst) See instructions Spouse's signature. If a joint return, both must sig Date Spouse's occupation If the IAS sent your spouse an Keep a copy for Identity Protection PIN enter it here your records (see inst) Phone no Email address Preparer's name Preparer's signature Date PTIN Check it 3rd Party Designer Preparer Firm's name Phone no Self-employed Use Only Firm's address Firm's EN Go to www.irs powForm 1040 for instructions and the latest information Form 1040 1 Paid