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Roberta Santos, 2941, is single and lives at 120 Sanborne Avenue, Springfield, IL 62701. Her Social Security number is 123-45-6780. Roberta has been divorced from

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Roberta Santos, 2941, is single and lives at 120 Sanborne Avenue, Springfield, IL 62701. Her Social Security number is 123-45-6780. Roberta has been divorced from her former husband, Wayne, for three years. She has a son, Jason, who is 17, and a daughter June, who is 15. Jason's Social Security number is 111-11-1112, and Dune's is 123-45-6738. Roberta has never owned or used any virtual currency. She does not want to contribute 5.3 to the Presidential Election Campaign Fund. Roberta received the appropriate recovery rebates (economic impact payments related questions in ProConnect Tax should be ignored. Roberta, un advertising executive, earned a salary from ABC Advertising of $120,000 in 2020. Her employer withheld $19,000 in Federal income tax and $4,400 in state income tax. Roberta has legal custody of Jason and June. The divorce decree provides that Roberta is to receive the dependency deductions for the children, Jason lives with his father during summer vacation. Wayne indicates that his expenses for Jason are $5.500. Roberta can document that she spent $1.500 for Jason's support during 2020. In prior years, Roberta gave a signed Form B332 to Wayne regarding Saion. For 2020. she has decided not to do so. Roberta provides all of one's support. Roberta's mother died on January 7, 2020. Roberta inherited assets worth $625.000 from her mother, as the sole beneficiary of her mother's We insurance policy, Roberta received insurance proceeds of $300,000. Her mother's cost basis for the life insurance policy was $120,000, Roberta's favorite sunt gave her $12,000 for her birthday in October On November 2020, Roberta sells for $22.000 Amber stock that she had purchased for $24,000 from her first cousin. Walt on December 5, 2015. Wall's cont basis for the stock was $24,000. On December 1, 2020, Roberta sold Fakon stock for $13,900. She had acquired the stock on July 2. 2016. for 50,000 An ecumnation of Hobart's records reveals that she received the following Interest income of $2.500 from First Savings Bank Groceries valued at $750 from Kroger Groceries for being the 100.000th customer Quelle divided income of $1,000 from Amber Interest income of $3.750 on City of Springfield school bonds. Alimony of $16.000 from Wayne divorce finalized in May 2017 Distribution of 4.000 from Sr Partnership (Employer Identification Number 46-4567893). Her distributive share of the partnership posle table income von $5.300. She had no prior parsive activity louses. Assume that the qualified business income deduction is and the W-wage limitation does not From hur checkbook record the determines that she made the following payments during 2020 Charitable contribution of 54,300 te Nint Presbyterian Church and $1,500 to the Arriarican Pied Cross (proper receipts obtained) Payment of $5.000 to ECM Hospital for the medical expenses of a friend from work Mortone interest on her ridence of $7.000 toeoples Banks Property of 3.200 en het residence and $1,100 (ad valoren) on her ca 5000 for landscaping ponses for residence Estimated Federal income tax of $2.000 and estimated state income of 51.000. Mall of 35.000 for her and so for Ion In December, her medical insurance policy reimbursed $1.500 at her medical he had a health care coverage A $1.000 dat for parking in handicapped space Attorneys of $500 asted with unsuccessful conting the parking ticket Contribution of 5350 the campaign of candidato the code these three calculate the amount from the table to be $3.000 Complete Roberta's Form 1040 below for 2020. 2020 OMB No. 1545-0074 IRS Use Only Form Department of the textury-internal Revenue Service (0) 1040 U.S. Individual Income Tax Return Filing Status Head of household with qualifying person) (HOH) Your first name and middle initial Last name Roberta Santos If joint return, spouse's first name and middle initial Last name Your social security number 123-45-6780 Spouse's social security number Home address (number and street). 1f you have a RO, box, see instructions. Aut.no Presidential Election Campaign 120 Sanbome Avenue Check here if you, or your spouse City, town, or post office. If you have a foreign address also complete State ZIP code filing jointly want to go to the spaces below fund. Checking a box below will not Springfield, IL 62701 change your tax or refund. Foreign country name Foreign province/State/county Foreign postal code At any time during 2020. did you receive, sell, sand, schange, or otherwise acquire any financial interest in a virtual currency Standard Someone can claim Deduction Your Age/Blindness Spouse Dependents Isee instruction) (2) Social security (a) Relionship (1) quote for (intruction) number (1) First name Last name to you If more than four Child tax crede Credit for other dependent dependentas Jason Santos Child instructions and chach here June Santos 12345-6700 Child - 1 1 Wages, artist. Attach Form) W2 2a Tablet 2h 2a Tescomat interest Attach sch reed Ja Qualified dividende 1 Ordinary dividende 1 Wages, salaries, tips, etc. Attach Form(s) W-2... 1 2a Tax exempt interest. 2a baxable interest Attach Sch. Bif required 2b 3a Qualified dividends.. 3a b Ordinary dividends.... 3b 4a TRA distributions 4a bTexable amount 45 Sa Sb Sa Pensions and annuities 6a Social security benefits b Taxable amount. b Taxable amount 6b 7 Capital gain or (los). Attach Schedule D if required. If not required, check here. O 7 Other income from Schedule 1. line 9. 8 9 Add lines 1, 2, 3, 4, 5, 6, 7, and 8. This is your total income 9 Standard Deduction for - Single or Married filing separately. $12,400 Married filing jointly or ing widow(er) $24,800 Head of household $18,650 . If you checloed any box under Standard Deduction, see Instructions 10 Adjustments to income a From Schedule 1. in 22. 10a b Charitable contributions if you take the standard deduction. See instructions 10b c Add lines 10a and 10b. These are your total adjustments to income 10c 11 Subtract line 10c from line 9. This is your adjusted gross income 11 12 12 Standard deduction or itemized deductions (from Schedule A) 13 Qualified business income deduction. Attach Form 1995 or Form 1995-A. 13 14 Add lines 12 and 13 14 Taxable income. Subtract line 14 from line 11. If neco or less entero 15 15 BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, se separate instructions Form 1040 (2020) Form 1040 (2020) Roberta Santos 123-45-6780 Page 2 16 Tax(see instructions). Check it any from Form) 10814 20 4972 30 16 17 Amount from Schedule 2 line 3 17 18 Add line 16 and 17 11 1040 (2020) Roberta Santos 123 456700 Page 2 16 Tax (e instructions). Check if any from Forms) 100014 204972 30 17 Amount from Schedule 2. line 3 16 12 18 Add lines 16 and 17. 18 19 child tax credit or credit for other dependents 19 20 Amount from Schedule 2. In 20 21 Add lines 19 and 20 21 22 Subtract line 21 from inter or less antero 22 za 23 Other tandluding self-employment tax from Schedule 2. line 101 24 Addlines 22 and 23. This is your total tax.. 24 25 Federal income tax withheld from Form(o) W-2. a 25a 25b b Form) 1099 Other forms (see instructions) 250 dAdd lines 25a through 250 25d 26 If you have a Fulding chi 20 2020 estimated tax payment and mount applied from 2019 return stach Sch. EIC Earned Income credit (ERC). If you have 27 montacable 27 combat payed Additional child tax credit. Attach Schedule 2012 struction 21 20 American opportunity credit from Form 1962 29 28 30 Recovery bate credit. Sections 30 31 Amount from schadeline 12 31 32 Adelines 27 through 21. The are your total other payments and refundable credits Workmore Chart MO e 6 Instructions Form 1040 Schedule 1 Schedule A Schedule B Schedule Fomm 8949 Schedule E Form 8995 For Form 1040 32 100 33 Add lines 25d, 26, and 32. These are your total payments 33 34 Refund If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid 34 35a Amount of line 34 you want refunded to you. If Form 5358 is attached, check here 35a Direct deposit b Routing number Type: Checking Savings See instructions, d Account number 36 Amount of line 34 you want applied to your 2021 estimated tax 36 Amount 37 Subtract line 33 from line 24. This is the amount you owe nowe 37 You Owe Note: Schedule H and Schedule Se filers, Iine 37 may not represent all of the taxes you For details on how owe for 2020. See Schedule 3. line 12e, and its instructions for details. to pay, see instructions 38 Estimated tax penalty (see instructions) 38 Third Party Do you want to allow another person to discuss this return with the IRS? See instructions Yes. Complete below. Designee Designe's Phone Personal identification name no. number (PIN) Under penalties of perjury. I declare that I have coamined this return and accompany schedules and statements, and Sign to the best of my knowledge and beliet they are true correct, and complete. Declaration of preparer (other than Here taxpayer) is based on all information of which preparer has any knowledge Your signature Date Your occupation If the IRS sent you an Identity Joint return Protection IN enter it here See Advertising Execut (see inst.) instructions Keep a copy for Spouse's signature. If a joint Date Spouse's occupation If the IRS sent your spouse an your records return, both must sign Identity Protection PIN, ante it here (see inst.) Phone no Email address Paid Preparer's name Preparer's signature PTIN Check Self-Prepared D Self-employed Preparer Firm's name Phone no No Roberta Santos, 2941, is single and lives at 120 Sanborne Avenue, Springfield, IL 62701. Her Social Security number is 123-45-6780. Roberta has been divorced from her former husband, Wayne, for three years. She has a son, Jason, who is 17, and a daughter June, who is 15. Jason's Social Security number is 111-11-1112, and Dune's is 123-45-6738. Roberta has never owned or used any virtual currency. She does not want to contribute 5.3 to the Presidential Election Campaign Fund. Roberta received the appropriate recovery rebates (economic impact payments related questions in ProConnect Tax should be ignored. Roberta, un advertising executive, earned a salary from ABC Advertising of $120,000 in 2020. Her employer withheld $19,000 in Federal income tax and $4,400 in state income tax. Roberta has legal custody of Jason and June. The divorce decree provides that Roberta is to receive the dependency deductions for the children, Jason lives with his father during summer vacation. Wayne indicates that his expenses for Jason are $5.500. Roberta can document that she spent $1.500 for Jason's support during 2020. In prior years, Roberta gave a signed Form B332 to Wayne regarding Saion. For 2020. she has decided not to do so. Roberta provides all of one's support. Roberta's mother died on January 7, 2020. Roberta inherited assets worth $625.000 from her mother, as the sole beneficiary of her mother's We insurance policy, Roberta received insurance proceeds of $300,000. Her mother's cost basis for the life insurance policy was $120,000, Roberta's favorite sunt gave her $12,000 for her birthday in October On November 2020, Roberta sells for $22.000 Amber stock that she had purchased for $24,000 from her first cousin. Walt on December 5, 2015. Wall's cont basis for the stock was $24,000. On December 1, 2020, Roberta sold Fakon stock for $13,900. She had acquired the stock on July 2. 2016. for 50,000 An ecumnation of Hobart's records reveals that she received the following Interest income of $2.500 from First Savings Bank Groceries valued at $750 from Kroger Groceries for being the 100.000th customer Quelle divided income of $1,000 from Amber Interest income of $3.750 on City of Springfield school bonds. Alimony of $16.000 from Wayne divorce finalized in May 2017 Distribution of 4.000 from Sr Partnership (Employer Identification Number 46-4567893). Her distributive share of the partnership posle table income von $5.300. She had no prior parsive activity louses. Assume that the qualified business income deduction is and the W-wage limitation does not From hur checkbook record the determines that she made the following payments during 2020 Charitable contribution of 54,300 te Nint Presbyterian Church and $1,500 to the Arriarican Pied Cross (proper receipts obtained) Payment of $5.000 to ECM Hospital for the medical expenses of a friend from work Mortone interest on her ridence of $7.000 toeoples Banks Property of 3.200 en het residence and $1,100 (ad valoren) on her ca 5000 for landscaping ponses for residence Estimated Federal income tax of $2.000 and estimated state income of 51.000. Mall of 35.000 for her and so for Ion In December, her medical insurance policy reimbursed $1.500 at her medical he had a health care coverage A $1.000 dat for parking in handicapped space Attorneys of $500 asted with unsuccessful conting the parking ticket Contribution of 5350 the campaign of candidato the code these three calculate the amount from the table to be $3.000 Complete Roberta's Form 1040 below for 2020. 2020 OMB No. 1545-0074 IRS Use Only Form Department of the textury-internal Revenue Service (0) 1040 U.S. Individual Income Tax Return Filing Status Head of household with qualifying person) (HOH) Your first name and middle initial Last name Roberta Santos If joint return, spouse's first name and middle initial Last name Your social security number 123-45-6780 Spouse's social security number Home address (number and street). 1f you have a RO, box, see instructions. Aut.no Presidential Election Campaign 120 Sanbome Avenue Check here if you, or your spouse City, town, or post office. If you have a foreign address also complete State ZIP code filing jointly want to go to the spaces below fund. Checking a box below will not Springfield, IL 62701 change your tax or refund. Foreign country name Foreign province/State/county Foreign postal code At any time during 2020. did you receive, sell, sand, schange, or otherwise acquire any financial interest in a virtual currency Standard Someone can claim Deduction Your Age/Blindness Spouse Dependents Isee instruction) (2) Social security (a) Relionship (1) quote for (intruction) number (1) First name Last name to you If more than four Child tax crede Credit for other dependent dependentas Jason Santos Child instructions and chach here June Santos 12345-6700 Child - 1 1 Wages, artist. Attach Form) W2 2a Tablet 2h 2a Tescomat interest Attach sch reed Ja Qualified dividende 1 Ordinary dividende 1 Wages, salaries, tips, etc. Attach Form(s) W-2... 1 2a Tax exempt interest. 2a baxable interest Attach Sch. Bif required 2b 3a Qualified dividends.. 3a b Ordinary dividends.... 3b 4a TRA distributions 4a bTexable amount 45 Sa Sb Sa Pensions and annuities 6a Social security benefits b Taxable amount. b Taxable amount 6b 7 Capital gain or (los). Attach Schedule D if required. If not required, check here. O 7 Other income from Schedule 1. line 9. 8 9 Add lines 1, 2, 3, 4, 5, 6, 7, and 8. This is your total income 9 Standard Deduction for - Single or Married filing separately. $12,400 Married filing jointly or ing widow(er) $24,800 Head of household $18,650 . If you checloed any box under Standard Deduction, see Instructions 10 Adjustments to income a From Schedule 1. in 22. 10a b Charitable contributions if you take the standard deduction. See instructions 10b c Add lines 10a and 10b. These are your total adjustments to income 10c 11 Subtract line 10c from line 9. This is your adjusted gross income 11 12 12 Standard deduction or itemized deductions (from Schedule A) 13 Qualified business income deduction. Attach Form 1995 or Form 1995-A. 13 14 Add lines 12 and 13 14 Taxable income. Subtract line 14 from line 11. If neco or less entero 15 15 BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, se separate instructions Form 1040 (2020) Form 1040 (2020) Roberta Santos 123-45-6780 Page 2 16 Tax(see instructions). Check it any from Form) 10814 20 4972 30 16 17 Amount from Schedule 2 line 3 17 18 Add line 16 and 17 11 1040 (2020) Roberta Santos 123 456700 Page 2 16 Tax (e instructions). Check if any from Forms) 100014 204972 30 17 Amount from Schedule 2. line 3 16 12 18 Add lines 16 and 17. 18 19 child tax credit or credit for other dependents 19 20 Amount from Schedule 2. In 20 21 Add lines 19 and 20 21 22 Subtract line 21 from inter or less antero 22 za 23 Other tandluding self-employment tax from Schedule 2. line 101 24 Addlines 22 and 23. This is your total tax.. 24 25 Federal income tax withheld from Form(o) W-2. a 25a 25b b Form) 1099 Other forms (see instructions) 250 dAdd lines 25a through 250 25d 26 If you have a Fulding chi 20 2020 estimated tax payment and mount applied from 2019 return stach Sch. EIC Earned Income credit (ERC). If you have 27 montacable 27 combat payed Additional child tax credit. Attach Schedule 2012 struction 21 20 American opportunity credit from Form 1962 29 28 30 Recovery bate credit. Sections 30 31 Amount from schadeline 12 31 32 Adelines 27 through 21. The are your total other payments and refundable credits Workmore Chart MO e 6 Instructions Form 1040 Schedule 1 Schedule A Schedule B Schedule Fomm 8949 Schedule E Form 8995 For Form 1040 32 100 33 Add lines 25d, 26, and 32. These are your total payments 33 34 Refund If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid 34 35a Amount of line 34 you want refunded to you. If Form 5358 is attached, check here 35a Direct deposit b Routing number Type: Checking Savings See instructions, d Account number 36 Amount of line 34 you want applied to your 2021 estimated tax 36 Amount 37 Subtract line 33 from line 24. This is the amount you owe nowe 37 You Owe Note: Schedule H and Schedule Se filers, Iine 37 may not represent all of the taxes you For details on how owe for 2020. See Schedule 3. line 12e, and its instructions for details. to pay, see instructions 38 Estimated tax penalty (see instructions) 38 Third Party Do you want to allow another person to discuss this return with the IRS? See instructions Yes. Complete below. Designee Designe's Phone Personal identification name no. number (PIN) Under penalties of perjury. I declare that I have coamined this return and accompany schedules and statements, and Sign to the best of my knowledge and beliet they are true correct, and complete. Declaration of preparer (other than Here taxpayer) is based on all information of which preparer has any knowledge Your signature Date Your occupation If the IRS sent you an Identity Joint return Protection IN enter it here See Advertising Execut (see inst.) instructions Keep a copy for Spouse's signature. If a joint Date Spouse's occupation If the IRS sent your spouse an your records return, both must sign Identity Protection PIN, ante it here (see inst.) Phone no Email address Paid Preparer's name Preparer's signature PTIN Check Self-Prepared D Self-employed Preparer Firm's name Phone no No

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