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prepare 1040 form, 3909, and schedule 1 Jason Ready attended the University of San Diego during 2014-2018 under the Army ROTC program. Excluding the school
prepare 1040 form, 3909, and schedule 1
Jason Ready attended the University of San Diego during 2014-2018 under the Army ROTC program. Excluding the school expenses covered by his ROTC scholarship, he incurred additional school expenses of $10,000 in total for his education, and $1,500 of that amount was incurred in 2018 for his last semester. To finance these expenses, he borrowed $7,000 through a federal student loan program and borrowed another $3,000 from SoCal Credit Union for educational purposes. After graduation, he received his officer's commission and was ordered to report to the Military Entrance Processing Station in Portland OR for duty. He lives off base at 4560 Ranch Drive, Portland, OR 97035. His social security number is 412-34-5670 (date of birth 7/10/1996). Jason had qualifying health care coverage at all times during the tax year. His W-2 contained the following information: Wages (box 1) $67, 533.05 Federal W/H (box 2) 8, 104.95 Social security wages (box 3) $67,533.05 Social security W/H (box 4) 4,187.05 Medicare wages (box 5) $67,533.05 Medicare W/H (box 6)979.23 In moving to Portiand, he incurred the following unremibursed moving expenses: $495 in gasoline. $295 for renting a truck from IGOTYA rentals. $125 in food. $465 for motel lodging on the way to Portland. He also received two Forms 1098-E. One was from the federal student loan program, which showed $450 of student loan interest the other was from SoCal Credit Union and showed $150.75 of student loan interest. Prey of Next His W-2 contained the following information: Wages (box 1) $67,533.05 Federal W/H (box 2) 8, 194.95 Social security wages (box 3) $67,533.05 Social security W/H (box 4) $ 4,187.05 Medicare wages (box 5) $67,533.85 Medicare W/H (box 6)-$ 979.23 In moving to Portland, he incurred the following unremibursed moving expenses: $495 in gasoline. $295 for renting a truck from IGOTYA rentals. $125 in food. $465 for motel lodging on the way to Portland. He also received two Forms 1098-E. One was from the federal student loan program, which showed $450 of student loan interest, the other was from SoCal Credit Union and showed $150.75 of student loan interest. Prepare a Form 1040, a Form 3903, and a Student Loan Interest Deduction Worksheet. (Do not round intermediate computations. Round your final answers to the nearest whole dollar amount. Input all the values as positive numbers. Instructions can be found on certain cells within the forms.) Use the appropriate Tax Tables. 1040 for a Single taxpayer with no dependents. lor 11 Next SAMSUNG 11 8 9 3 4 0 Al ButSingl Married MariedHead of uSingle Your tax ie 66,000 7.5483, 10.dg sees!! :G9 060 69.100 66,050 66,100 66,10066,150 10487 7554 10.487 909669 100 69,150 11,147 ,150 66.200 10,,498 7,58 f0498 9.107 |69,150 09..200 11.198 66,200 66250 10599756 10.509.18 69200 66,3006,350 10 531 7578 1039.140 9300 30 66 350 66.400 b5421 7584 :110542| 9.15f | 6050H400 112m 590 10.553 9.12$94009,450 66,450 66S00 10 554 7596 "10,55 9,173 &MA 500.FEBi 66,500s0 157 76 10.575 18469500 68550 1 235 66,550 66.600 10586 7808 10.586 919569.550 69,600 11246 56.600 66650 0 597 7614 10597920669.600 69,650125 16.650 66,700 ta608 7.620 10,008 92173|69,650 09.700 :1,268 66.700 66.750 10619 7.626 tO619 9228 : I.700 09.750 nz79 66750 56.800 106376 10 5309239 59750 59.809 12 56850 56.900 0652764410 8529.26169.850 99900 312 67,000 70,000 300 570 300:70.35 6735067 674567.50 057.456 4470 500-7550 67 9508 000 71,000 68,000 66,950 67,000 10,674 7656 10,8749,283 67,000 67,000 67,050 10,6857662 10,6859,294 67,050 67,100 10,6967668 10,696 9305 67,100 67,150 10,707 767410,7079.318 67,150 67,200 10,718 7680 10718 9.327 67,200 67,250 10.729 7686 10,729 9,338 67,250 67,300 10,740 7692 10,740 9.349 67.300 67,350 10,751 7698 10,7519.360 67,350 67400 10,762 7704 10.762 9.371 67,400 67450 10.773 7710 10,773 9382 67,600 67,650 1 1734 107 9.426 67.650 67,700 10328 1t7 828 ,437 67.850 67.900 10872 17,764-ton taagt 67900 67.950 t 8th T 1492 67 950 68.000 10B7E 108 950370 68,000 68.000 68,050 68.050 68,100 68 100 68,150 68.150 68.200 20068,250 16 ,, - 56 38 66666 66666 66666 666 Jason Ready attended the University of San Diego during 2014-2018 under the Army ROTC program. Excluding the school expenses covered by his ROTC scholarship, he incurred additional school expenses of $10,000 in total for his education, and $1,500 of that amount was incurred in 2018 for his last semester. To finance these expenses, he borrowed $7,000 through a federal student loan program and borrowed another $3,000 from SoCal Credit Union for educational purposes. After graduation, he received his officer's commission and was ordered to report to the Military Entrance Processing Station in Portland OR for duty. He lives off base at 4560 Ranch Drive, Portland, OR 97035. His social security number is 412-34-5670 (date of birth 7/10/1996). Jason had qualifying health care coverage at all times during the tax year. His W-2 contained the following information: Wages (box 1) $67, 533.05 Federal W/H (box 2) 8, 104.95 Social security wages (box 3) $67,533.05 Social security W/H (box 4) 4,187.05 Medicare wages (box 5) $67,533.05 Medicare W/H (box 6)979.23 In moving to Portiand, he incurred the following unremibursed moving expenses: $495 in gasoline. $295 for renting a truck from IGOTYA rentals. $125 in food. $465 for motel lodging on the way to Portland. He also received two Forms 1098-E. One was from the federal student loan program, which showed $450 of student loan interest the other was from SoCal Credit Union and showed $150.75 of student loan interest. Prey of Next His W-2 contained the following information: Wages (box 1) $67,533.05 Federal W/H (box 2) 8, 194.95 Social security wages (box 3) $67,533.05 Social security W/H (box 4) $ 4,187.05 Medicare wages (box 5) $67,533.85 Medicare W/H (box 6)-$ 979.23 In moving to Portland, he incurred the following unremibursed moving expenses: $495 in gasoline. $295 for renting a truck from IGOTYA rentals. $125 in food. $465 for motel lodging on the way to Portland. He also received two Forms 1098-E. One was from the federal student loan program, which showed $450 of student loan interest, the other was from SoCal Credit Union and showed $150.75 of student loan interest. Prepare a Form 1040, a Form 3903, and a Student Loan Interest Deduction Worksheet. (Do not round intermediate computations. Round your final answers to the nearest whole dollar amount. Input all the values as positive numbers. Instructions can be found on certain cells within the forms.) Use the appropriate Tax Tables. 1040 for a Single taxpayer with no dependents. lor 11 Next SAMSUNG 11 8 9 3 4 0 Al ButSingl Married MariedHead of uSingle Your tax ie 66,000 7.5483, 10.dg sees!! :G9 060 69.100 66,050 66,100 66,10066,150 10487 7554 10.487 909669 100 69,150 11,147 ,150 66.200 10,,498 7,58 f0498 9.107 |69,150 09..200 11.198 66,200 66250 10599756 10.509.18 69200 66,3006,350 10 531 7578 1039.140 9300 30 66 350 66.400 b5421 7584 :110542| 9.15f | 6050H400 112m 590 10.553 9.12$94009,450 66,450 66S00 10 554 7596 "10,55 9,173 &MA 500.FEBi 66,500s0 157 76 10.575 18469500 68550 1 235 66,550 66.600 10586 7808 10.586 919569.550 69,600 11246 56.600 66650 0 597 7614 10597920669.600 69,650125 16.650 66,700 ta608 7.620 10,008 92173|69,650 09.700 :1,268 66.700 66.750 10619 7.626 tO619 9228 : I.700 09.750 nz79 66750 56.800 106376 10 5309239 59750 59.809 12 56850 56.900 0652764410 8529.26169.850 99900 312 67,000 70,000 300 570 300:70.35 6735067 674567.50 057.456 4470 500-7550 67 9508 000 71,000 68,000 66,950 67,000 10,674 7656 10,8749,283 67,000 67,000 67,050 10,6857662 10,6859,294 67,050 67,100 10,6967668 10,696 9305 67,100 67,150 10,707 767410,7079.318 67,150 67,200 10,718 7680 10718 9.327 67,200 67,250 10.729 7686 10,729 9,338 67,250 67,300 10,740 7692 10,740 9.349 67.300 67,350 10,751 7698 10,7519.360 67,350 67400 10,762 7704 10.762 9.371 67,400 67450 10.773 7710 10,773 9382 67,600 67,650 1 1734 107 9.426 67.650 67,700 10328 1t7 828 ,437 67.850 67.900 10872 17,764-ton taagt 67900 67.950 t 8th T 1492 67 950 68.000 10B7E 108 950370 68,000 68.000 68,050 68.050 68,100 68 100 68,150 68.150 68.200 20068,250 16 ,, - 56 38 66666 66666 66666 666
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