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John and Sandy Ferguson got married eight years ago and have a seven-year-old daughter, Samantha. In 2018, John worked as a computer technician at a local university earning a salary of $152,000, and Sandy worked part-time as a receptionist for a law firm earning a salary of $29,000. John also does some Web design work on the side and reported revenues of $4,000 and associated expenses of $750. The Fergusons received $800 in qualified dividends and a $200 refund of their state income taxes. The Fergusons always itemize their deductions and their itemized deductions were well over the standard deduction amount last year. The Fergusons had qualifying insurance for purposes of the Affordable Care Act (ACA). Use Exhibit 8-9, Tax Rate Schedule, Dividends and Capital Gains Tax Rates for reference.

The Fergusons reported making the following payments during the year:

• State income taxes of $4,400. Federal tax withholding of $21,000.
• Alimony payments to Johns former wife of $10,000 (divorced in 2014).
• Child support payments for Johns child with his former wife of $4,100.
• $12,200 of real property taxes.
• Sandy was reimbursed $600 for employee business expenses she incurred. She was required to provide documentation for her expenses to her employer.
• $3,600 to Kid Care day care center for Samanthas care while John and Sandy worked.
• $14,000 interest on their home mortgage ($400,000 acquisition debt).
• $3,000 interest on a $40,000 home-equity loan. They used the loan to pay for a family vacation and new car.
• $15,000 cash charitable contributions to qualified charities.
• Donation of used furniture to Goodwill. The furniture had a fair market value of $400 and cost $2,000.

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Home Tools Form 1040.pdf X Subscribe 1 / 2 102% je Search tools W 1040 Department of the Treasury-Internal Revenue Service 1991 U.S. Individual Income Tax Return 2018 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing status: Single Married filing jointly Married filing separately Head of household Qualifying widower) Your first name and initial Lastnarne Your social security number Po Create PDF LL Combine Files You were born before January 2, 1954 Your standard deduction: Someone can claim you as a dependent If joint return, spouse's first name and initial Last name You are blind Spouse's social security number Edit PDF Spouse standard deduction: Someone can claim your spouse as a dependent Spouse was born before January 2, 1954 Spouse is blind Spouse itemizes on a separate retum or you were dual-status alien Home address (number and streets. If you have a P.O. box, see instructions. Apt.no . Ful-year health care coverage or exempt see inst.) Do Export PDF Presidential Election Campaign se inst) You Spouse If more than four dependents, see inst. and here g es Organize Pages City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. Send for Comments Dependents (see instructions): (1) First name (2) Social Security number (3) Relationship to you (4 il qualifies for see inst): Child tax credit Credit for other dependents Last name = Comment Cu Fill & Sign Scan & OCR Protect Sign Under penalties of perjury, I declare that I have examined this retum and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, Here correct, and complete. Declaration of preparer other than taxpayer is based on all information of which preparer has any knowledge. Your signature Date Your occupation If the IRS sent you an identity Protection Joint rolur? PIN, enter it here se inst! See instructions III Keep a copy for Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent you an identity Protection your records PIN, enterit here 1999 ins1.) Preparer's name PTIN Preparer's signature Firm's EIN Paid Check it: 3rd Party Designee Preparer Use Only Firm's name Phone no. Self-employed Firm's address For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. Na. 1 1920 Fom 1040 2018) More Tools Trial Expired Buy now to restore full access to Acrobat Subscribe Now Activate Home Tools Form 1040.pdf X Subscribe 2 / 2 0 102% DC Search tools Form 1040 (2018) Page 2 P. Create PDF 1 2b 3b Li Combine Files 4b 5b B Edit PDF 7 Bo Export PDF 8 9 10 Organize Pages 11 12 Send for Comments 13 1 Wages, salaries, tips, etc. Attach Formis) W-2 2a Tax-exempt interest 2a b Taxable interest Altach Forg W-2. Also Attach 3a Qualified dividends 3a b Ordinary dividends Farmis) W2G and 109e Ri tax was 4a IRAs, persions, and annuities 4a b Taxable amount 5a Social security benefits 5 b Taxable arount B Talal income. Add lines 1 through 5. Add any amount from Schedule 1, Ine 22 7 Adjusted gross income. If you have no adjustments to income, enter the amount from line 6; otherwise, Standard subtract Schedule 1, line 36. from line 6 Deduction for 8 Standard deduction or itemized deductions from Schedule A Single or marria 9 filing separately. Qualified business income deduction (see instructions) $12,000 10 Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter-O- - Married filing jointly or Quallying 11 a Tax (see inst.)__(check it any from: 1 Fom/88142 Fom 4972 30 widower) $24,000 b Add any amount from Schedule 2 and check here Head or 12 a Chid tax credit credit for other dependents b Add any amount from Schedule 3 and check here household $18,000 13 Subtract line 12 from line 11. If zero or less, enter-O- - If you checked 114 Other laxes. Attach Schedule 4 any box under Standard 15 Total tax. Add lines 13 and 14 , deduction, 16 see instructions. Federal income tax withheld from Forms W 2 and 1099 17 Refundable credits: a BIC (see Inst.) b Sah. Ba12 c Form 3063 Add any amount from Schedule 5 18 Add lines 16 and 17. These are your total payments 19 Refund If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid 20a Amount ount of 19 you want refunded to you. If Form Blaa is attached, check Direct deposit? Routing number Type: Checking Savings Sas instructions d Account number 21 Amount of line 19 you want applied to your 2019 estimated tax 21 Amount You Owe 22 Amount you owe. Subtract line 18 from line 15. For details on how to pay, see instructions 23 Estimated tax penalty (see instructions) 23 Go to www.irs.gov/Form 1040 for instructions and the latest information. 14 = Comment 5 15 16 Cu Fill & Sign 17 18 Scan & OCR 19 20a 0 Protect na to po More Tools Form 1040 (2018) Trial Expired Buy now to restore full access to Acrobat Subscribe Now Activate