QUESTION: Hello, which forms $($ALL$)$ are required to file Noah and Laurens taxes for the year $2023??$

Client information:

Noah $(731-23-2104)$ and Lauren James $(734-23-1111)($both under $65$ years

old$)$ are married with two children, Gabriella $(734-23-2222)$ who is eight

years old, and Ian $(734-23-3333)$ who is $12$ years old. They live at $14$

Elizabeth Way, Adams, TN $37010.$

They sold the following investments during the current tax year. They

received Forms $1099-$B for each of these, but the forms indicated that the

investment company did not report the bases to the IRS. Note that the basis

and price are for the total amounts, not per share.

The Jameses carried over a $$625$ short$-$term capital loss and a $$1,214$ longterm capital loss from the previous tax year. They also had $$1,400$ of

ordinary dividend income, which does not include any qualified dividends

and $$1,600$ of interest income which includes $$500$ of tax$-$exempt interest.

Noah had taxable wages of $$70,125$ with $$602$ withheld for federal income

taxes, and all FICA taxes were correctly withheld and reported. He does not

have a retirement plan at work.

Lauren was a full$-$time student pursuing a degree in education and paid

$$10,400$ in tuition. She attended school at the University of Tennessee $-$

Adams $($EIN $67-7891234,$ address: $123$ College, Adams, TN $37010)$ for ten

months full$-$time, but took two months in the summer off. She did not keep

track of the cost of books, and she received no scholarships. She is a

sophomore, but the previous year was on a full scholarship so she didn't

have any education expenses. You may assume she received a $1098-$T and

any other required paperwork and has never taken any education credits or

deductions in the past.

They paid $$4,750$ for childcare while she attended school. The childcare

center is named Children First, its EIN is $56-6789123,$ and its address is $27$

Michael Drive, Adams, TN $37010.$

Description Acquired

Date Basis Sold Date Price

$100$ shares RST Corp. $11/10/2022$ $$5,8598/8/2023$ $$3,310$

$60$ shares Alf Corp. $10/18/2022$ $$1,52010/15/2023$ $$1,764$

$$1,000$ bond, TF Co$.5/4/2021$ $ $62410/15/2023$ $$1,261$

$50$ shares Lee Corp. $9/15/2015$ $$3,91911/14/2023$ $$5,836$

$20$ shares Red Corp. $7/1/2015$ $$2,13612/6/2023$ $ $926$

They made charitable contributions during the year of $$1,800$ in checks to

Toys for Tots and $$700$ of children's clothing to Goodwill $($valued using the

thrift$-$store method$).$ They also paid $$1,540$ of interest on Noah's student

loans. They also each contributed $$1,800$ to an IRA. They do not own a

home. They own one car, and the license plate fee this year was $$300,$ of

which $$120$ was ad valorem. The sales tax rate in their location is $9\mathrm{.}5\%.$

They had no virtual currency transactions during the year.