Practice Return 4 2019 in this scenario, you will practice entering the following Form W-2 Income Interest and Dividend Income Moving Expenses SCENARIO INFORMATION Straw and divery ve been married for two years and live in Towson, MD Str w works full time and changed during 2019 Bloe works armesan negarandul time student. They do not have any children Neither Straw or lesson resident alienor could be the Qualifying child of another person. They pantofle as Married Filingly for 2019 and have no interest rathority over any foreign account Both Straw and provided the MD driver's license Stewa Tember 1234567 and warmed 01/01/2017 and expres 01/01/2021. Be number is 987654321 and Nued on 01/01/2017 and expreson 01/01/2021 TAXPAYER INFORMATION NAME Straw Berry SSN 400-00-6000 DATE OF BIRTH 05-15-1987 EMAIL Berry 1040.com OCCUPATION VP of Operations SPOUSE INFORMATION NAME Berry 400-00-2075 DATE OF BIRTH EMAIL Berry1040.com OCCUPATION Planner con Town MOM DEPENDENT INFORMATION INCOME in Swed postieber Hec th Tech Address 1234 Fruit Loop, Towson MD 21286 828-524-8020 Phone: DEPENDENT INFORMATION The Berrys do not have any dependents INCOME in 2019. Straw Berry was employed as the Director of Sales at Jam Manufacturer, however, he resigned from that position in September. He accepted a new position as Vice-President of Operations Produce Technologies. He received Form W2 from both employers. Blue Berry worked part-time as an event.coordinator and received Form W-2 reporting her wages The Berry's also received income from interest and dividends and received statements reporting the income. HEALTH COVERAGE INFORMATION Both Straw and Blue Berry were covered by Strow's employer plan for every month of the year OTHER INFORMATION in 2019 Strawberry was not a member of the armed forces on active duty. However, moving expenses are deductible on some Mate returns. This information is entered on screen 1903 for state purposes only. For state tax return purposes when Strawberry took the new job, the family incurred some job-related moving expenses. Serw's new employer de not reimburse any of the expenses. At the old job, Straw's.commute to work from his old house was only Smiles. The new job he took was 150 miles away from his old residence. He spent 55,400 transporting all the uple's belonging and personales to the new residence. The couple also spent $800 on travel and lodging during the move in 2019. ut Berry was full time student at the University of Coconut completing her second year toward a Bachelor's degree DUE DILIGENCE INFORMATION ed im 2019 DUE DILIGENCE INFORMATION For the purposes of this practice return, assume the following the return was completed based on information provided to you by the taxpayer you interviewed the taxpayer, asked questions, and documented the taxpayer's responses you reviewed adequate information to determine the taxpayer is eligible to claim any credits present on the si information provided appears to be correct, complete, and consistent reasonable inquiries were made to determine correct and complete information all inquiries were documented all record retention requirements are met the taxpayer provided documentation to substantiate eligibility for, and the amount of the credes present my credits present on the return have never been disallowed or reduced in a previous year return Practice Return 4 2019 in this scenario, you will practice entering the following Form W-2 Income Interest and Dividend Income Moving Expenses SCENARIO INFORMATION Straw and divery ve been married for two years and live in Towson, MD Str w works full time and changed during 2019 Bloe works armesan negarandul time student. They do not have any children Neither Straw or lesson resident alienor could be the Qualifying child of another person. They pantofle as Married Filingly for 2019 and have no interest rathority over any foreign account Both Straw and provided the MD driver's license Stewa Tember 1234567 and warmed 01/01/2017 and expres 01/01/2021. Be number is 987654321 and Nued on 01/01/2017 and expreson 01/01/2021 TAXPAYER INFORMATION NAME Straw Berry SSN 400-00-6000 DATE OF BIRTH 05-15-1987 EMAIL Berry 1040.com OCCUPATION VP of Operations SPOUSE INFORMATION NAME Berry 400-00-2075 DATE OF BIRTH EMAIL Berry1040.com OCCUPATION Planner con Town MOM DEPENDENT INFORMATION INCOME in Swed postieber Hec th Tech Address 1234 Fruit Loop, Towson MD 21286 828-524-8020 Phone: DEPENDENT INFORMATION The Berrys do not have any dependents INCOME in 2019. Straw Berry was employed as the Director of Sales at Jam Manufacturer, however, he resigned from that position in September. He accepted a new position as Vice-President of Operations Produce Technologies. He received Form W2 from both employers. Blue Berry worked part-time as an event.coordinator and received Form W-2 reporting her wages The Berry's also received income from interest and dividends and received statements reporting the income. HEALTH COVERAGE INFORMATION Both Straw and Blue Berry were covered by Strow's employer plan for every month of the year OTHER INFORMATION in 2019 Strawberry was not a member of the armed forces on active duty. However, moving expenses are deductible on some Mate returns. This information is entered on screen 1903 for state purposes only. For state tax return purposes when Strawberry took the new job, the family incurred some job-related moving expenses. Serw's new employer de not reimburse any of the expenses. At the old job, Straw's.commute to work from his old house was only Smiles. The new job he took was 150 miles away from his old residence. He spent 55,400 transporting all the uple's belonging and personales to the new residence. The couple also spent $800 on travel and lodging during the move in 2019. ut Berry was full time student at the University of Coconut completing her second year toward a Bachelor's degree DUE DILIGENCE INFORMATION ed im 2019 DUE DILIGENCE INFORMATION For the purposes of this practice return, assume the following the return was completed based on information provided to you by the taxpayer you interviewed the taxpayer, asked questions, and documented the taxpayer's responses you reviewed adequate information to determine the taxpayer is eligible to claim any credits present on the si information provided appears to be correct, complete, and consistent reasonable inquiries were made to determine correct and complete information all inquiries were documented all record retention requirements are met the taxpayer provided documentation to substantiate eligibility for, and the amount of the credes present my credits present on the return have never been disallowed or reduced in a previous year return