TAX!! I know this is a big post. Anything you can do to help is amazing! Thanks in advance!!

3 4 5 6 15 Note: This problem is for the 2018 tax year. Alice ), and Bruce M. Byrd are married taxpayers who file a joint return. Their Social Security numbers are 123-45- 6784 and 111-11-1113, respectively. Alice's birthday is September 21, 1971, and Bruce's is June 27, 1970. They live at 473 Revere Avenue, Lowell, MA 01850. Alice is the office manager for Lowell Dental Clinic, 433 Broad Street, Lowell, MA 01850 (employer identification number 98-7654321). Bruce is the manager of a Super Burgers fast-food outlet owned and operated by Plymouth Corporation, 1247 Central Avenue, Hauppauge, NY 11788 (employer identification number 11-1111111). The following information is shown on their Wage and Tax Statements (Form W-2) for 2018. Line Description Alice Bruce 1 Wages, tips, other compensation $58,000 $62,100 2 Federal income tax withheld 4,500 5,300 Social Security wages 58,000 62,100 Social Security tax withheld 3,596 3,850 Medicare wages and tips 58,000 62,100 Medicare tax withheld 841 900 State Massachusetts Massachusetts 16 State wages, tips, etc 58,000 62,100 17 State income tax withheld 2,950 3,100 The Byrds provide over half of the support of their two children, Cynthia (born January 25, 1994, Social Security number 123-45-6788) and John (born February 7, 1998, Social Security number 123-45-6786). Both children are full- time students and live with the Byrds except when they are away at college. Cynthia earned $6,200 from a summer Internship in 2018, and John earned $3,800 from a part-time job. During 2018, the Byrds provided 60% of the total support of Bruce's widower father, Sam Byrd (born March 6, 1942 Social Security number 123-45-6787). Sam lived alone and covered the rest of his support with his Social Security benefits. Sam died in November, and Bruce, the beneficiary of a policy on Sam's life, received life insurance proceeds of $1,600,000 on December 28 The Byrds had the following expenses relating to their personal residence during 2018: Real estate property taxes $5,000 Qualified interest on home mortgage 8,700 Repairs to root 5,750 Utilities 4,100 Fire and theft insurance 1,900 The Byrds had the following medical expenses for 2018: Medical insurance premiums $4,500 Doctor bill for Sam incurred in 2017 and not paid until 2018 7.600 Operation for Sam 8,500 Prescription medicines for Sam Hospital expenses for Sam 3,500 900 Reimbursement from insurance company, received in Medical insurance premiums $4,500 Doctor bill for Sam incurred in 2017 and not paid 7,600 until 2018 Operation for Sam 8,500 Prescription medicines for Sam 900 Hospital expenses for Sam 3,500 Reimbursement from insurance company, received in 3,600 2018 The medical expenses for Sam represent most of the 60% that Bruce contributed toward his father's support. Other relevant information follows: When they filed their 2017 state return in 2018, the Byrds paid additional state income tax of $900. . During 2018, Alice and Bruce attended a dinner dance sponsored by the Lowell Police Disability Association (a qualified charitable organization). The Byrds paid $300 for the tickets. The cost of comparable entertainment would normally be $50. The Byrds contributed $5,000 to Lowell Presbyterian Church and gave used clothing (cost of $1,200 and fair market value of $350) to the Salvation Army. All donations are supported by receipts, and the clothing is in very good condition Via a crowdfunding site (gofundme.com), Alice and Bruce made a gift to a needy family who lost their home in a fire ($400). In addition, they made several cash gifts to homeless individuals downtown (estimated to be $65). In 2018, the Byrds received interest income of $2,750, which was reported on a Form 1099-INT from Second National Bank, 125 Oak Street, Lowell, MA 01850 (Employer Identification Number 98-7654322). The home mortgage interest was reported on Form 1098 by Lowell Commercial Bank, P.O. Box 1000, Lowell, MA 01850 (Employer Identification Number 98-7654323). The mortgage (outstanding balance of $425,000 as of January 1, 2018) was taken out by the Byrds on May 1, 2014. Alice's employer requires that all employees wear uniforms to work. During 2018, Alice spent $850 on new uniforms and $566 on laundry charges. Bruce paid $400 for an annual subscription to the Journal of Franchise Management and $741 for annual membership dues to his professional association. Neither Alice's nor Bruce's employer reimburses for employee expenses. The Byrds do not keep the receipts for the sales taxes they paid and had no major purchases subject to sales tax. All members of the Byrd family had health insurance coverage for all of 2018. This year the Byrds gave each of their children $2,000, which was then deposited into their Roth IRAS. Alice and Bruce paid no estimated Federal income tax. Neither Alice nor Bruce wants to designate $3 to the Presidential Election Campaign Fund. Required: Compute net tax payable or refund due for Alice and Bruce Byrd for 2018. If they have overpaid, they want the amount to be refunded to them Make realistic assumptions about any missing data. If an amount box does not require an entry or the answer is zero, enter "O". Enter all amounts as positive numbers. It may be necessary to complete the tax schedules before completing Form 1040. When computing the tax liability, do not round your immediate calculations. If required, round your final answers to the nearest dollar. Form (99) 1040 U.S. Individual Income Tax Return 2018 OMB No. 1545-0074 IRS Use Only Filing status: Last name Your social security Your first name and initial Bruce M. Byrd number 111-11-1113 Your standard deduction: If joint return, spouse's first name and initial Last name Spouse's social security Alice ). Byrd number 123-45-6784 Full-year health Spouse standard deduction: Someone can claim your spouse as a dependent care Spouse was born before January 2, 1954 Spouse is blind Spouse Itemizes on a coverage separate return or you were dual-status alien or exempt (see inst.) Home address (number and street). If you have a P.O. box, see Apt. no. Presidential Election instructions. Campaign 473 Revere Avenue (see inst.) City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. more than four dependents, see instand / here Lowell, MA 01850 Dependents (see (2) Social security (3) Relationship to (4) / if qualifies for (see inst.): instructions): number you Credit for other (1) First name Last name Child tax credit dependents John Byrd 123-45-6780 Child Cynthia Bryd 123-45-6788 Child Sam Byrd 123-45-6787 Parent Sign Here Joint return? See instructions. Keep a copy for your records 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 Manager Identity Protection PIN, enter it here (see inst.) Spouse's signature. If a Date Spouse's occupation If the IRS sent you an joint return, both must Manager Identity Protection PIN, sign. enter it here (see inst.) Preparer's name Preparer's signature nai PTIN Firm's FIN Chery enter it here (see inst.) Preparer's name Preparer's signature Self-Prepared PTIN Firm's EIN Paid Preparer Use Only Firm's name Phone no Check if: 3rd Party Designee Self-employed Firm's address BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2018) Form 1040 (2018) 111-11-1113 Page 2 Bruce M. and Alice ). Byrd Wages, salaries, tips, etc. Attach Form(s) W-2. 1 3b Sa 7 7 2a Tax-exempt interest 2a Taxable interest 2b 3a Qualified dividends Ordinary 3a dividends Attach Form(s) W. 4a TRAS, pensions, and 4a 2. Also attach Taxable amount 4b annuities Forms) W-2G and 1099-R if tax was 5a Social security Taxable amount 50 withheld. benefits 6 Total income. Add lines 1 through 5. Add any amount from Schedule 1. line 22 6 Adjusted gross income. If you have no adjustments to income, enter the amount from line 6; otherwise, subtract Schedule 1, line 36, from line 6... Standard Standard deduction or itemized deductions (from Schedule A)... Deduction for- Single or married Qualified business income deduction (see instructions) - filing separately. 9 $12,000 Married filing Taxable income Subtract lines 8 and 9 from line 7. If zero or less, enter 10 10 jointly or Qualifying widow(er), 524,000 11 a Tax (see inst) - Head of (check if any from: 1 Form(s) 8814 household, 2 Form 4972 $18,000 b Add any amount from Schedule and check here . If you checked 11 any box under Standard 12 a Child tax credit/credit for other dependents deduction, see b Add any amount from Schedule 3 and check here instructions 12 8 9 Subtract line 12 from line 11. If zero or less, enter-0- 13 13 10 $12,000 Married filing Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter 10 jointly or Qualifying widow(er), $24,000 11 a Tax (see inst) Head of (check if any from: Form(s) 8814 household, 2 Form 4972 $18,000 Add any amount from Schedule 2 and check here If you checked any box under Standard 12 a Child tax credit/credit for other dependents deduction, see b Add any amount from Schedule 3 and check here instructions. 13 Subtract line 12 from line 11. If zero or less, enter - - 11 12 13 14 Other taxes, Attach Schedule 4 14 Total tax. Add lines 13 and 14 15 15 Federal income tax withheld from Forms W-2 and 1099 16 16 17 Refundable credits: a EIC (see inst.) b Sch 8812 c Form 8863 Add any amount from Schedule 5 17 18 Add lines 16 and 17. These are your total payments 18 Refund 19 If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid... 19 20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here 20a c Type: : Checking Savings Direct deposit? Routing number See 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 22 23 Estimated tax penalty (see instructions).. 23 Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2018) Complete Alice and Bruce Byrd's Schedule A for 2018. 07 OMB No. 1545-0074 SCHEDULE A Itemized Deductions (Form 1040) Go to www.irs.gov/Schedule for instructions and the latest 2018 Department of the information. Attachment Treasury Internal Attach to Form 1040. Sequence No. Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16 Name(s) shown on Form 1040 Your social security Bruce M. and Alice J. Byrd number 111-11-1113 Medical Caution. Do not include expenses reimbursed or paid by and others. Dental Medical and dental expenses (see instructions). 1 Expenses 2 Enter amount from Form 1040, line 7 3 Multiply line 2 by 7.5% (.075) Subtract line 3 from line 1. If line 3 is more than line 1, enter-O-. Taxes You 5 State and local taxes Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box... Sa State and local real estate taxes (see instructions). 5b State and local personal property taxes 5c Add lines Sa through 5c 5d e Enter the smaller of line 5d and $10,000 ($5,000 if married filing separately). 5e 6 Other taxes. List type and amount 6 Other taxes. List type and amount 7 Add lines Se and 6 Interest You Paid 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box. Caution: Your mortgage interest deduction may be limited (see instructions). a Home mortgage interest and points reported to you on Form 1098 b Home mortgage interest not reported to you on Form paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., 1098. If and address Sb c Points not reported to you on Form 1098. See instructions for special rules. Reserved 8d Add lines sa through 8c Be 9 Investment interest. Attach Form 4952 if required. See instructions. Add lines se through 9. 10 10 Gifts to Charity If you made a gift and got a benefit for it see instructions. 11 Gifts by cash or check. If you made any gift of $250 or more, see instructions. 11 12 Other than by cash or check. If any gift of $250 or more. see instructions. You must attach Form 8283 if over $500 12 Carryover from prior year 13 13 Add lines 11 through 13 14 14 Casualty 15 Casualty and theft Inssfest from a federally declared disaster rather that Bb c Points not reported to you on Form 1098. See instructions for special rules. BC Reserved 8d Add lines sa through 8c 8e 9 9 Investment interest. Attach Form 4952 if required. See instructions. 10 Add lines 8e through 9 10 Gifts to Charity If you made a gift and got a benefit for it see Instructions 11 Gifts by cash or check. If you made any gift of $250 or more, see instructions 12 Other than by cash or check. If any gift of $250 or more, see instructions. You must attach Form 8283 it over $500 12 Carryover from prior year. 13 13 Add lines 11 through 13 14 14 Casualty and Theft Losses 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions 16 Other-from list in instructions. List type and amount 15 Other Itemized Deductions 16 Total Itemized Deductions 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Form 1040, line 8 17 18 If you elect to itemize deductions even though they are less than your standard deduction, check here .. BAA For Paperwork Reduction Act Notice, see the Instructions for Form 1040. Schedule A (Form 1040) 2018 Complete Alice and Bruce Byrd's Schedule B 2018. SCHEDULE B Interest and Ordinary Dividends OMB No 1545-0074 (Form 1040) 2018 Department of the Go to www.irs.gov/Schedule for instructions and the latest Treasury Internal Revenue information. Attachment Service (99) Attach to Form 1040. Sequence No. 08 Name(s) shown on return Your social security number Bruce M. and Alice J. Byrd 111-11-1113 Part I 1 List name of payer. If any interest is from a seller-financed mortgage Amount and the buyer used the property as a personal residence, see the Interest instructions and list this interest first. Also, show that buyer's social security number and address (See Instructions and the instructions for Form 1040, line 26.) 1 Note: If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total Interest shown on that form. Add the amounts on line 1 2 2 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 ... 3 4 Subtract line 3 from line 2. Enter the result here and on Form 1040, line 2b Note: If line 4 is over $1,500, you must complete Part III. 5 List name of payer Amount Part II Ordinary Dividends (See instructions and the instructions for Form 1040, line 3b) 5 Note: If you received a Form 1099-DIVOR substitute statement from a brokerage firmlist the firm's Subtract line 3 from line 2. Enter the result here and on Form 1040, line 4 2b Amount Note: If line 4 is over $1,500, you must complete Part III. 5 List name of payer Part II Ordinary Dividends (See instructions and the instructions for Form 1040, line 3b.) 5 Note: If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form. 6 Part III Add the amounts on line 5. Enter the total here and on Form 1040, line 3b Note: If line 6 is over $1,500, you must complete Part III. You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferorto, a foreign trust. 7a At any time during 2018, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See instructions Yes No Foreign Accounts and Trusts (See instructions.) If "Yes,' are you required to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), to report that financial interest or signature authority? See FinCEn Form 114 and its instructions for filing requirements and exceptions to those requirements .... If you are required to file FinCEN Form 114, enter the name of the foreign country where the financial account is located 8 During 2018, did you receive a distribution from, or were you the grantor of, or transferorto, a foreign trust? If "Yes, you may have to file Form 3520. See instructions .... BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040) 2018 3 4 5 6 15 Note: This problem is for the 2018 tax year. Alice ), and Bruce M. Byrd are married taxpayers who file a joint return. Their Social Security numbers are 123-45- 6784 and 111-11-1113, respectively. Alice's birthday is September 21, 1971, and Bruce's is June 27, 1970. They live at 473 Revere Avenue, Lowell, MA 01850. Alice is the office manager for Lowell Dental Clinic, 433 Broad Street, Lowell, MA 01850 (employer identification number 98-7654321). Bruce is the manager of a Super Burgers fast-food outlet owned and operated by Plymouth Corporation, 1247 Central Avenue, Hauppauge, NY 11788 (employer identification number 11-1111111). The following information is shown on their Wage and Tax Statements (Form W-2) for 2018. Line Description Alice Bruce 1 Wages, tips, other compensation $58,000 $62,100 2 Federal income tax withheld 4,500 5,300 Social Security wages 58,000 62,100 Social Security tax withheld 3,596 3,850 Medicare wages and tips 58,000 62,100 Medicare tax withheld 841 900 State Massachusetts Massachusetts 16 State wages, tips, etc 58,000 62,100 17 State income tax withheld 2,950 3,100 The Byrds provide over half of the support of their two children, Cynthia (born January 25, 1994, Social Security number 123-45-6788) and John (born February 7, 1998, Social Security number 123-45-6786). Both children are full- time students and live with the Byrds except when they are away at college. Cynthia earned $6,200 from a summer Internship in 2018, and John earned $3,800 from a part-time job. During 2018, the Byrds provided 60% of the total support of Bruce's widower father, Sam Byrd (born March 6, 1942 Social Security number 123-45-6787). Sam lived alone and covered the rest of his support with his Social Security benefits. Sam died in November, and Bruce, the beneficiary of a policy on Sam's life, received life insurance proceeds of $1,600,000 on December 28 The Byrds had the following expenses relating to their personal residence during 2018: Real estate property taxes $5,000 Qualified interest on home mortgage 8,700 Repairs to root 5,750 Utilities 4,100 Fire and theft insurance 1,900 The Byrds had the following medical expenses for 2018: Medical insurance premiums $4,500 Doctor bill for Sam incurred in 2017 and not paid until 2018 7.600 Operation for Sam 8,500 Prescription medicines for Sam Hospital expenses for Sam 3,500 900 Reimbursement from insurance company, received in Medical insurance premiums $4,500 Doctor bill for Sam incurred in 2017 and not paid 7,600 until 2018 Operation for Sam 8,500 Prescription medicines for Sam 900 Hospital expenses for Sam 3,500 Reimbursement from insurance company, received in 3,600 2018 The medical expenses for Sam represent most of the 60% that Bruce contributed toward his father's support. Other relevant information follows: When they filed their 2017 state return in 2018, the Byrds paid additional state income tax of $900. . During 2018, Alice and Bruce attended a dinner dance sponsored by the Lowell Police Disability Association (a qualified charitable organization). The Byrds paid $300 for the tickets. The cost of comparable entertainment would normally be $50. The Byrds contributed $5,000 to Lowell Presbyterian Church and gave used clothing (cost of $1,200 and fair market value of $350) to the Salvation Army. All donations are supported by receipts, and the clothing is in very good condition Via a crowdfunding site (gofundme.com), Alice and Bruce made a gift to a needy family who lost their home in a fire ($400). In addition, they made several cash gifts to homeless individuals downtown (estimated to be $65). In 2018, the Byrds received interest income of $2,750, which was reported on a Form 1099-INT from Second National Bank, 125 Oak Street, Lowell, MA 01850 (Employer Identification Number 98-7654322). The home mortgage interest was reported on Form 1098 by Lowell Commercial Bank, P.O. Box 1000, Lowell, MA 01850 (Employer Identification Number 98-7654323). The mortgage (outstanding balance of $425,000 as of January 1, 2018) was taken out by the Byrds on May 1, 2014. Alice's employer requires that all employees wear uniforms to work. During 2018, Alice spent $850 on new uniforms and $566 on laundry charges. Bruce paid $400 for an annual subscription to the Journal of Franchise Management and $741 for annual membership dues to his professional association. Neither Alice's nor Bruce's employer reimburses for employee expenses. The Byrds do not keep the receipts for the sales taxes they paid and had no major purchases subject to sales tax. All members of the Byrd family had health insurance coverage for all of 2018. This year the Byrds gave each of their children $2,000, which was then deposited into their Roth IRAS. Alice and Bruce paid no estimated Federal income tax. Neither Alice nor Bruce wants to designate $3 to the Presidential Election Campaign Fund. Required: Compute net tax payable or refund due for Alice and Bruce Byrd for 2018. If they have overpaid, they want the amount to be refunded to them Make realistic assumptions about any missing data. If an amount box does not require an entry or the answer is zero, enter "O". Enter all amounts as positive numbers. It may be necessary to complete the tax schedules before completing Form 1040. When computing the tax liability, do not round your immediate calculations. If required, round your final answers to the nearest dollar. Form (99) 1040 U.S. Individual Income Tax Return 2018 OMB No. 1545-0074 IRS Use Only Filing status: Last name Your social security Your first name and initial Bruce M. Byrd number 111-11-1113 Your standard deduction: If joint return, spouse's first name and initial Last name Spouse's social security Alice ). Byrd number 123-45-6784 Full-year health Spouse standard deduction: Someone can claim your spouse as a dependent care Spouse was born before January 2, 1954 Spouse is blind Spouse Itemizes on a coverage separate return or you were dual-status alien or exempt (see inst.) Home address (number and street). If you have a P.O. box, see Apt. no. Presidential Election instructions. Campaign 473 Revere Avenue (see inst.) City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. more than four dependents, see instand / here Lowell, MA 01850 Dependents (see (2) Social security (3) Relationship to (4) / if qualifies for (see inst.): instructions): number you Credit for other (1) First name Last name Child tax credit dependents John Byrd 123-45-6780 Child Cynthia Bryd 123-45-6788 Child Sam Byrd 123-45-6787 Parent Sign Here Joint return? See instructions. Keep a copy for your records 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 Manager Identity Protection PIN, enter it here (see inst.) Spouse's signature. If a Date Spouse's occupation If the IRS sent you an joint return, both must Manager Identity Protection PIN, sign. enter it here (see inst.) Preparer's name Preparer's signature nai PTIN Firm's FIN Chery enter it here (see inst.) Preparer's name Preparer's signature Self-Prepared PTIN Firm's EIN Paid Preparer Use Only Firm's name Phone no Check if: 3rd Party Designee Self-employed Firm's address BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2018) Form 1040 (2018) 111-11-1113 Page 2 Bruce M. and Alice ). Byrd Wages, salaries, tips, etc. Attach Form(s) W-2. 1 3b Sa 7 7 2a Tax-exempt interest 2a Taxable interest 2b 3a Qualified dividends Ordinary 3a dividends Attach Form(s) W. 4a TRAS, pensions, and 4a 2. Also attach Taxable amount 4b annuities Forms) W-2G and 1099-R if tax was 5a Social security Taxable amount 50 withheld. benefits 6 Total income. Add lines 1 through 5. Add any amount from Schedule 1. line 22 6 Adjusted gross income. If you have no adjustments to income, enter the amount from line 6; otherwise, subtract Schedule 1, line 36, from line 6... Standard Standard deduction or itemized deductions (from Schedule A)... Deduction for- Single or married Qualified business income deduction (see instructions) - filing separately. 9 $12,000 Married filing Taxable income Subtract lines 8 and 9 from line 7. If zero or less, enter 10 10 jointly or Qualifying widow(er), 524,000 11 a Tax (see inst) - Head of (check if any from: 1 Form(s) 8814 household, 2 Form 4972 $18,000 b Add any amount from Schedule and check here . If you checked 11 any box under Standard 12 a Child tax credit/credit for other dependents deduction, see b Add any amount from Schedule 3 and check here instructions 12 8 9 Subtract line 12 from line 11. If zero or less, enter-0- 13 13 10 $12,000 Married filing Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter 10 jointly or Qualifying widow(er), $24,000 11 a Tax (see inst) Head of (check if any from: Form(s) 8814 household, 2 Form 4972 $18,000 Add any amount from Schedule 2 and check here If you checked any box under Standard 12 a Child tax credit/credit for other dependents deduction, see b Add any amount from Schedule 3 and check here instructions. 13 Subtract line 12 from line 11. If zero or less, enter - - 11 12 13 14 Other taxes, Attach Schedule 4 14 Total tax. Add lines 13 and 14 15 15 Federal income tax withheld from Forms W-2 and 1099 16 16 17 Refundable credits: a EIC (see inst.) b Sch 8812 c Form 8863 Add any amount from Schedule 5 17 18 Add lines 16 and 17. These are your total payments 18 Refund 19 If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid... 19 20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here 20a c Type: : Checking Savings Direct deposit? Routing number See 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 22 23 Estimated tax penalty (see instructions).. 23 Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2018) Complete Alice and Bruce Byrd's Schedule A for 2018. 07 OMB No. 1545-0074 SCHEDULE A Itemized Deductions (Form 1040) Go to www.irs.gov/Schedule for instructions and the latest 2018 Department of the information. Attachment Treasury Internal Attach to Form 1040. Sequence No. Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16 Name(s) shown on Form 1040 Your social security Bruce M. and Alice J. Byrd number 111-11-1113 Medical Caution. Do not include expenses reimbursed or paid by and others. Dental Medical and dental expenses (see instructions). 1 Expenses 2 Enter amount from Form 1040, line 7 3 Multiply line 2 by 7.5% (.075) Subtract line 3 from line 1. If line 3 is more than line 1, enter-O-. Taxes You 5 State and local taxes Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box... Sa State and local real estate taxes (see instructions). 5b State and local personal property taxes 5c Add lines Sa through 5c 5d e Enter the smaller of line 5d and $10,000 ($5,000 if married filing separately). 5e 6 Other taxes. List type and amount 6 Other taxes. List type and amount 7 Add lines Se and 6 Interest You Paid 8 Home mortgage interest and points. If you didn't use all of your home mortgage loan(s) to buy, build, or improve your home, see instructions and check this box. Caution: Your mortgage interest deduction may be limited (see instructions). a Home mortgage interest and points reported to you on Form 1098 b Home mortgage interest not reported to you on Form paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., 1098. If and address Sb c Points not reported to you on Form 1098. See instructions for special rules. Reserved 8d Add lines sa through 8c Be 9 Investment interest. Attach Form 4952 if required. See instructions. Add lines se through 9. 10 10 Gifts to Charity If you made a gift and got a benefit for it see instructions. 11 Gifts by cash or check. If you made any gift of $250 or more, see instructions. 11 12 Other than by cash or check. If any gift of $250 or more. see instructions. You must attach Form 8283 if over $500 12 Carryover from prior year 13 13 Add lines 11 through 13 14 14 Casualty 15 Casualty and theft Inssfest from a federally declared disaster rather that Bb c Points not reported to you on Form 1098. See instructions for special rules. BC Reserved 8d Add lines sa through 8c 8e 9 9 Investment interest. Attach Form 4952 if required. See instructions. 10 Add lines 8e through 9 10 Gifts to Charity If you made a gift and got a benefit for it see Instructions 11 Gifts by cash or check. If you made any gift of $250 or more, see instructions 12 Other than by cash or check. If any gift of $250 or more, see instructions. You must attach Form 8283 it over $500 12 Carryover from prior year. 13 13 Add lines 11 through 13 14 14 Casualty and Theft Losses 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions 16 Other-from list in instructions. List type and amount 15 Other Itemized Deductions 16 Total Itemized Deductions 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Form 1040, line 8 17 18 If you elect to itemize deductions even though they are less than your standard deduction, check here .. BAA For Paperwork Reduction Act Notice, see the Instructions for Form 1040. Schedule A (Form 1040) 2018 Complete Alice and Bruce Byrd's Schedule B 2018. SCHEDULE B Interest and Ordinary Dividends OMB No 1545-0074 (Form 1040) 2018 Department of the Go to www.irs.gov/Schedule for instructions and the latest Treasury Internal Revenue information. Attachment Service (99) Attach to Form 1040. Sequence No. 08 Name(s) shown on return Your social security number Bruce M. and Alice J. Byrd 111-11-1113 Part I 1 List name of payer. If any interest is from a seller-financed mortgage Amount and the buyer used the property as a personal residence, see the Interest instructions and list this interest first. Also, show that buyer's social security number and address (See Instructions and the instructions for Form 1040, line 26.) 1 Note: If you received a Form 1099-INT, Form 1099-OID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total Interest shown on that form. Add the amounts on line 1 2 2 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach Form 8815 ... 3 4 Subtract line 3 from line 2. Enter the result here and on Form 1040, line 2b Note: If line 4 is over $1,500, you must complete Part III. 5 List name of payer Amount Part II Ordinary Dividends (See instructions and the instructions for Form 1040, line 3b) 5 Note: If you received a Form 1099-DIVOR substitute statement from a brokerage firmlist the firm's Subtract line 3 from line 2. Enter the result here and on Form 1040, line 4 2b Amount Note: If line 4 is over $1,500, you must complete Part III. 5 List name of payer Part II Ordinary Dividends (See instructions and the instructions for Form 1040, line 3b.) 5 Note: If you received a Form 1099-DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form. 6 Part III Add the amounts on line 5. Enter the total here and on Form 1040, line 3b Note: If line 6 is over $1,500, you must complete Part III. You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferorto, a foreign trust. 7a At any time during 2018, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See instructions Yes No Foreign Accounts and Trusts (See instructions.) If "Yes,' are you required to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), to report that financial interest or signature authority? See FinCEn Form 114 and its instructions for filing requirements and exceptions to those requirements .... If you are required to file FinCEN Form 114, enter the name of the foreign country where the financial account is located 8 During 2018, did you receive a distribution from, or were you the grantor of, or transferorto, a foreign trust? If "Yes, you may have to file Form 3520. See instructions .... BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040) 2018