Reba Dixon is a fifth-grade school teacher who earned a salary of $38,000 in 2020. She is 45 years old and has been divorced for four years. She receives $1,200 of alimony payments each month from her former husband (divorced in 2016). Reba also rents out a small apartment building. This year Reba received $50,000 of rental payments from tenants and she incurred $19,500 of expenses associated with the rental. Reba and her daughter Heather (20 years old at the end of the year) moved to Georgia in January of this year. Reba provides more than one-half of Heathers support. They had been living in Colorado for the past 15 years, but ever since her divorce, Reba has been wanting to move back to Georgia to be closer to her family. Luckily, last December, a teaching position opened up and Reba and Heather decided to make the move. Reba paid a moving company $2,010 to move their personal belongings, and she and Heather spent two days driving the 1,426 miles to Georgia. Reba rented a home in Georgia. Heather decided to continue living at home with her mom, but she started attending school full-time in January and throughout the rest of the year at a nearby university. She was awarded a $3,000 partial tuition scholarship this year, and Reba helped out by paying the remaining $500 tuition cost. If possible, Reba thought it would be best to claim the education credit for these expenses. Reba wasn't sure if she would have enough items to help her benefit from itemizing on her tax return. However, she kept track of several expenses this year that she thought might qualify if she was able to itemize. Reba paid $5,800 in state income taxes and $12,500 in charitable contributions during the year. She also paid the following medical-related expenses for herself and Heather: Insurance premiums $ 7,952 Medical care expenses $ 1,100 Prescription medicine $ 350 Nonprescription medicine $ 100 New contact lenses for Heather $ 200 Shortly after the move, Reba got distracted while driving and she ran into a street sign. The accident caused $900 in damage to the car and gave her whiplash. Because the repairs were less than her insurance deductible, she paid the entire cost of the repairs. Reba wasnt able to work for two months after the accident. Fortunately, she received $2,000 from her disability insurance. Her employer, the Central Georgia School District, paid 60 percent of the premiums on the policy as a nontaxable fringe benefit and Reba paid the remaining 40 percent portion. A few years ago, Reba acquired several investments with her portion of the divorce settlement. This year she reported the following income from her investments: $2,200 of interest income from corporate bonds and $1,500 interest income from City of Denver municipal bonds. Overall, Rebas stock portfolio appreciated by $12,000, but she did not sell any of her stocks. Heather reported $6,200 of interest income from corporate bonds she received as gifts from her father over the last several years. This was Heathers only source of income for the year. Reba had $10,000 of federal income taxes withheld by her employer. Heather made $1,000 of estimated tax payments during the year. Reba did not make any estimated payments. Assume that Reba received an advance rebate of $1,200 in 2020. Reba had qualifying insurance for purposes of the Affordable Care Act (ACA). Assume CARES Act applies.
(999 1040 U.S. Individual Income Tax Return 2019 OMB No 1545-0074 IS Uw Only-Do not write are in the Filling Status Single Married fling jointly Married filing paperately is Head of household HOH Qusiying widowleri w Check only one box 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 qualitying person is a child but not your dependent Your first name and middle initial Last name Your social security number If joint retum, spouse's first name and middle initial Last name Spouse's social security number Home address (number and street. you have a P.O.box, see instructions. Apt.no. Presidential Election Campaign Check here it you or your spouse iffing jointly, want 53 to go to this tund City, town or post office, state, and ZIP code. In you have a foreign address, also complete spaces below see instructional Checking abobslow will change your sx or retund You Spouse Foreign country name Foreign province/tecounty Foreign postal code more than four dependents, se instructions and/hare Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse Remizes on a separate return or you were a dual status alien Age/Blindness You Were bom before January 2, 1956 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you 14 / qualities for see Instructions (1) First name Last name Child acred Credit for cher dependents 1 4d $12.200 7a 1 Wages, salaries, tips, etc. Attach Forms W 2 2a Tax-exempt interest 23 b Taxable interest. Attach Sch. Bit required 3a Qualified dividende Ja b Ordinary dividends. Attach Sch Bf required Standard Deduction for 4a TRA distributions 4a b Taxable amount Single or Married c Pensions and annuities ting separately 4c d Table amount 5a Social Security benefits Taxable amount Married in jointly or will 6 Capital gain or loss. Attach Schedule Dif required. If not required, check here widowie 7a Other income from Schedule 1, line 9. $24.400 Head of Add lines 1, 2, 3, 46, 4, 5, 6, and 7a. This is your total income household $12,350 Ba Adjustments to income from Schedule 1, line 22 . If you checked _ Subtractine ea from line 76. This is your adjusted gross income arybos nder Standard 9 Standard deduction or itemized deductions from Schedule A) Dudverton 10 Qualified business income deduction. Attach Form 8996 or Form 8995-A 10 struction 110 Add lines 9 and 10 b Taxable income. Subtract line 11a from line b. If zero or less, enter-O- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat No. 11320 7 9 11a 11b Form 1040 2011 12 15 16 Forn 1040 (2018 Page 2 12a Ta see inst.) Check it any from Forma 1 8814 24972 30 12a Add Schedule 2, line 3, and line 128 and enter the total 13a Child tax credit or credit for other dependents 13a b Add Schedule 3, line 7, and line 138 and enter the total 14 Subtract line 136 from line 125, zero or less, enter-O- 15 Other faces, including self-employment tax, from Schedule 2, line 10 16 Add lines 14 and 15. This is your total tax. 17 Federal income tax withheld from Forms W-2 and 1099 17 . If you have a 18 Other payments and refundable credits: quay li a Esmed income credi (EC) 18a lach Seh. BC. If you have Additional child tax credit. Attach Schedule 8812 18 c American opportunity Gred from Form B8, Ine 8 18c combo pay Intruction d Schedule 3. ine 14 180 Add lines 18 through 180. These are your total other payments and refundable credits 18e 19 Add lines 17 and 180. These are your total payments 19 Refund 20 20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 21a Amount of line 20 you want refunded to you. It Form 8888 is attached, check here O 21a Dreat depost? Routing number Type Checking Saving Seetruction Account number Amount of line 20 you want applied to your 2020 estimated tax 22 Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, so instructions You Owe 24 Estimated tax penalty retructions), 24 Third Party Do you want to allow another person other than your paid preparer) to discuss this retum with the RS? See instructions. Yes. Complete below Designee No Designee's Phone Personal identification pad propre name number PIN Sign Under penalties of perjury. I declare that I have examined this retum and companying schedules and statements, and to the best of my knowledge and belief, they are tve, corect, and complete Declaration of prepare fother than tapaper is based on all information of which proper has any knowledge Here Your signature Date Your occupation the IRS sent you an identity Protection PIN, enter it here Joint rebum? (see inst.) See instructions Spouse's signature. I a joint ratum, both must sign Date Spouse's occupation the IRS sant your spouse an Keep a copy for Identity Protection PIN, enter it here your records. see iniest.) Phone no. Email address Preparar's name Preparer's signature Date PTIN Check it Paid Dard Party Designer Preparer Firm's name Phone no. Self-employed Use Only Firm's address Firm's EIN Go to www.lrs.gow Form 1040 for instructions and the latest information Form 1040 01
