Prepare a memo to Joe Local based on the documents attached.
OMB No. 1545-0074 IRS Use Only-Do not wite or staple in this apace Your social security number U.S. Individual Income Tax Return 2016, ending For the year Jan. 1-Dec. 31, 2016, or other tax year beginning Your first name and initial SMITH a joint return, spouse's first name and initial Home address (number and street, if you have a P.O.box, see instructions 1001 N.W. 93 STREET City, town or post office, state, and ZiP code if you have a foreign address, also compute spaces below (oee instructions Make sure the SSN(s) above and on line 6c are correct. Presidential Election Campaign Check here if you, or your spouse if filing TOLEDO OH 43615 Foreign country name Foreign province/state/county Foreign postal code la box below will not change your tax or Filing Status 2Married filing Check only one 3 Married filing separately. Enter spouse's SSN above Exemptions 6aY. If someone can claim you as a dependent, do not check box 6a.on 6a and 6b 4 Head of household (with qualifying person). See istructions.) " the qualitying person is a child but not your depandent, enter this child's name here.> jointly (even if only one had income) 5 and full name here. Qualifying widow(er) with dependent child Boxes checked No. of children lived with you dldnotlive with 2 (3) Dependent's(4) if child under age 17 on 6c who relationship to youqualitying for child tax - (1) First name Last name social security number If more than four dependents, see instructions and check here > you due to divorce (see instructions) not entered above Add numbers on2 d Total number of exemptions claimed lines above Income 7 Wages, salaries, tips, etc. Attach Form(e) W-2 7 . ......8a 8a Taxable interest. Attach Schedule B if required 30000 b Tax-exempt interest. Do not include on line 8a ...8b Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. 9a Ordinary dividends. Attach Schedule B if required... Qualified dividends... b 10 Taxable refunds, credits, or offsets of state and local income taxes 10 11 Alimony received.... 12 Business income or (loss). Attach Schedule C or C-EZ. . .. 13 Capital gain or (oss). Attach Schedule D if required. If not required, check here 14 Other gains or (lossee). Attach Form 4797 15a IRA distributions 16a Pensions and annuitios 16a 13 If you did not get a W-2, b Taxable amount b Taxable amount . . . 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 18 Farm income or (loss). Attach Schedule F 19 17 20a Social security benefits 20 b Taxable amourt 20b 21 Other income. List type and amount 22 Combine the amounts n the far right cour n for lines 7 through 21 23 Educator expenses 24 Certain business expenses of reservists, performing artists, and 21 This is your total income 23 Gross fee-basis government officials. Attach Form 2106 or 2106-EZ 24 25 26 25 Health savings account deduction. Attach Form 8889 26 Moving expenses. Attach Form 3903 27 Deductible part of self-employment tax. Attach Schedule SE 27 28 Self-employed SEP, SIMPLE, and qualified plans 28 29 Self-employed health insurance deduction 30 Penalty on early withdrawal of savings. 31a Alimony paid b Recipient's SSNI . . . 32 IRA deduction .. . 33 Student loan interest deduction. . 34 Tuition and fees. Attach Form 8917. 32 34 . . . 35 Domestic production activities deduction. Attach Form 8903 35 36 Add lines 23 through 35... . 37 Subtract line 36 from line 22. This is your adjusted gross income 36 37 Cat. No. 11320B For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2016) OMB No. 1545-0074 IRS Use Only-Do not wite or staple in this apace Your social security number U.S. Individual Income Tax Return 2016, ending For the year Jan. 1-Dec. 31, 2016, or other tax year beginning Your first name and initial SMITH a joint return, spouse's first name and initial Home address (number and street, if you have a P.O.box, see instructions 1001 N.W. 93 STREET City, town or post office, state, and ZiP code if you have a foreign address, also compute spaces below (oee instructions Make sure the SSN(s) above and on line 6c are correct. Presidential Election Campaign Check here if you, or your spouse if filing TOLEDO OH 43615 Foreign country name Foreign province/state/county Foreign postal code la box below will not change your tax or Filing Status 2Married filing Check only one 3 Married filing separately. Enter spouse's SSN above Exemptions 6aY. If someone can claim you as a dependent, do not check box 6a.on 6a and 6b 4 Head of household (with qualifying person). See istructions.) " the qualitying person is a child but not your depandent, enter this child's name here.> jointly (even if only one had income) 5 and full name here. Qualifying widow(er) with dependent child Boxes checked No. of children lived with you dldnotlive with 2 (3) Dependent's(4) if child under age 17 on 6c who relationship to youqualitying for child tax - (1) First name Last name social security number If more than four dependents, see instructions and check here > you due to divorce (see instructions) not entered above Add numbers on2 d Total number of exemptions claimed lines above Income 7 Wages, salaries, tips, etc. Attach Form(e) W-2 7 . ......8a 8a Taxable interest. Attach Schedule B if required 30000 b Tax-exempt interest. Do not include on line 8a ...8b Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. 9a Ordinary dividends. Attach Schedule B if required... Qualified dividends... b 10 Taxable refunds, credits, or offsets of state and local income taxes 10 11 Alimony received.... 12 Business income or (loss). Attach Schedule C or C-EZ. . .. 13 Capital gain or (oss). Attach Schedule D if required. If not required, check here 14 Other gains or (lossee). Attach Form 4797 15a IRA distributions 16a Pensions and annuitios 16a 13 If you did not get a W-2, b Taxable amount b Taxable amount . . . 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 18 Farm income or (loss). Attach Schedule F 19 17 20a Social security benefits 20 b Taxable amourt 20b 21 Other income. List type and amount 22 Combine the amounts n the far right cour n for lines 7 through 21 23 Educator expenses 24 Certain business expenses of reservists, performing artists, and 21 This is your total income 23 Gross fee-basis government officials. Attach Form 2106 or 2106-EZ 24 25 26 25 Health savings account deduction. Attach Form 8889 26 Moving expenses. Attach Form 3903 27 Deductible part of self-employment tax. Attach Schedule SE 27 28 Self-employed SEP, SIMPLE, and qualified plans 28 29 Self-employed health insurance deduction 30 Penalty on early withdrawal of savings. 31a Alimony paid b Recipient's SSNI . . . 32 IRA deduction .. . 33 Student loan interest deduction. . 34 Tuition and fees. Attach Form 8917. 32 34 . . . 35 Domestic production activities deduction. Attach Form 8903 35 36 Add lines 23 through 35... . 37 Subtract line 36 from line 22. This is your adjusted gross income 36 37 Cat. No. 11320B For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2016)
