Sam and Barbara Taylor are married. They file married filing joint. They do not itemize; so they take standard deduction. Sam's ss# is 225-88-7766 and his birthdate is 2/1/60. Barbara's ss# is 226-84-7565 and her birthdate is 2/3/63. Their address is 123 North Main Street, Kannapolis, NC 28081.

Sam is an employee of Northeast Medical Center. His taxable W2 wages are $65,000, his Federal tax withholding is $12,000, and his NC tax withholding is $4,000. Barbara is self-employed as a consultant. She received one Form 1099-Misc for her business of $40,000.

Please complete their Federal forms 1040 (page 1 through Line 11b Taxable Income - ck figure should be 70,339.. Please use 2019 Forms.(please note: Line 10, Qualified Business Income Deduction is 7,435).

1040 Department of the Treasury-Internal Revenue Service (99) U.S. Individual Income Tax Return 2019 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box. a child but not your dependent. Your first name and middle initial Last name Your social security number Sam Taylor 2 2 5 8 $ 11 6 6 If joint return, spouse's first name and middle initial Last name Spouse's social security number Barbara Taylor 2 2 6 8 4 1 5 6 5 Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign 123 North Main St Check here if you, or your spouse if filing jointly, want $3 to go to this fund. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Checking a box below will not change your Kannapolis, NC 28081 tax or refund. You Spouse Foreign country name Foreign province/state/county Foreign postal code If more than four dependents, see instructions and here Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): (1) First name Last name Child tax credit Credit for other dependents O 1 1 2a 2b 3b 4a 4b 4d 5a Wages, salaries, tips, etc. Attach Form(s) W-2 Tax-exempt interest 2a b Taxable interest. Attach Sch. B if required Qualified dividends 3a b Ordinary dividends. Attach Sch. B if required IRA distributions. 4a b Taxable amount Pensions and annuities 4c d Taxable amount Social security benefits. 5a b Taxable amount Capital gain or loss). Attach Schedule D if required. If not required, check here Other income from Schedule 1, line 9 Add lines 1, 2b, 3b, 46, 4d, 5b, 6, and 7a. This is your total income Adjustments to income from Schedule 1, line 22 Subtract line 8a from line 7b. This is your adjusted gross income 5b 6 Standard Deduction for- Single or Married filing separately, $12,200 Married filing jointly or Qualifying widow(er), $24,400 of household, $18,350 If you checked any box under 6 7a 7a Head b 7b 8 8 b 8b 8b 9 10 If you checked b Subtract line 8a from line 7b. This is your adjusted gross income any box under Standard 9 Standard deduction or itemized deductions (from Schedule A) Deduction, 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A see instructions. 11a Add lines 9 and 10 b Taxable income. Subtract line 11a from line 8b. If zero or less, enter-O- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. 11a 11b Cat. No. 11320B Form 1040 (2019) Form 1040 (2019) Page 2 12b 13b 14 15 16 17 If you have a qualifying child, attach Sch. EIC If you have nontaxable combat pay, see instructions 12a Tax (see inst.) Check if any from Form(s): 1 8814 2 4972 3 12a b Add Schedule 2, line 3, and line 12a and enter the total 13a Child tax credit or credit for other dependents. 13a b Add Schedule 3, line 7, and line 13a and enter the total 14 Subtract line 13b from line 12b. If zero or less, enter - - 15 Other taxes, 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 18 Other payments and refundable credits: a Earned income credit (EIC). 18a b Additional child tax credit. Attach Schedule 8812 18b American opportunity credit from Form 8863, line 8 18C d Schedule 3, line 14 . 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 19 Add lines 17 and 18e. These are your total payments 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. If Form 8888 is attached, check here Routing number c Type: Checking d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 24 Estimated tax penalty (see instructions). 24 Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions. 18e 19 Refund 20 21a Direct deposit? See instructions. Savings 23 Yes. Complete below. No Amount You Owe Third Party Designee (Other than paid preparer) Sign Here Designee's name Phone no. Personal identification number (PIN) Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, 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 PIN, enter it here (see inst.) Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) Joint return? See instructions. Keep a copy for your records. 1040 Department of the Treasury-Internal Revenue Service (99) U.S. Individual Income Tax Return 2019 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box. a child but not your dependent. Your first name and middle initial Last name Your social security number Sam Taylor 2 2 5 8 $ 11 6 6 If joint return, spouse's first name and middle initial Last name Spouse's social security number Barbara Taylor 2 2 6 8 4 1 5 6 5 Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign 123 North Main St Check here if you, or your spouse if filing jointly, want $3 to go to this fund. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Checking a box below will not change your Kannapolis, NC 28081 tax or refund. You Spouse Foreign country name Foreign province/state/county Foreign postal code If more than four dependents, see instructions and here Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): (1) First name Last name Child tax credit Credit for other dependents O 1 1 2a 2b 3b 4a 4b 4d 5a Wages, salaries, tips, etc. Attach Form(s) W-2 Tax-exempt interest 2a b Taxable interest. Attach Sch. B if required Qualified dividends 3a b Ordinary dividends. Attach Sch. B if required IRA distributions. 4a b Taxable amount Pensions and annuities 4c d Taxable amount Social security benefits. 5a b Taxable amount Capital gain or loss). Attach Schedule D if required. If not required, check here Other income from Schedule 1, line 9 Add lines 1, 2b, 3b, 46, 4d, 5b, 6, and 7a. This is your total income Adjustments to income from Schedule 1, line 22 Subtract line 8a from line 7b. This is your adjusted gross income 5b 6 Standard Deduction for- Single or Married filing separately, $12,200 Married filing jointly or Qualifying widow(er), $24,400 of household, $18,350 If you checked any box under 6 7a 7a Head b 7b 8 8 b 8b 8b 9 10 If you checked b Subtract line 8a from line 7b. This is your adjusted gross income any box under Standard 9 Standard deduction or itemized deductions (from Schedule A) Deduction, 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A see instructions. 11a Add lines 9 and 10 b Taxable income. Subtract line 11a from line 8b. If zero or less, enter-O- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. 11a 11b Cat. No. 11320B Form 1040 (2019) Form 1040 (2019) Page 2 12b 13b 14 15 16 17 If you have a qualifying child, attach Sch. EIC If you have nontaxable combat pay, see instructions 12a Tax (see inst.) Check if any from Form(s): 1 8814 2 4972 3 12a b Add Schedule 2, line 3, and line 12a and enter the total 13a Child tax credit or credit for other dependents. 13a b Add Schedule 3, line 7, and line 13a and enter the total 14 Subtract line 13b from line 12b. If zero or less, enter - - 15 Other taxes, 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 18 Other payments and refundable credits: a Earned income credit (EIC). 18a b Additional child tax credit. Attach Schedule 8812 18b American opportunity credit from Form 8863, line 8 18C d Schedule 3, line 14 . 18d e Add lines 18a through 18d. These are your total other payments and refundable credits 19 Add lines 17 and 18e. These are your total payments 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. If Form 8888 is attached, check here Routing number c Type: Checking d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 24 Estimated tax penalty (see instructions). 24 Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions. 18e 19 Refund 20 21a Direct deposit? See instructions. Savings 23 Yes. Complete below. No Amount You Owe Third Party Designee (Other than paid preparer) Sign Here Designee's name Phone no. Personal identification number (PIN) Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, 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 PIN, enter it here (see inst.) Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) Joint return? See instructions. Keep a copy for your records