Tax Return #1 - Windsor Clark

Check Figures - Form 1040

Page 1, Line 37 (AGI) - $62,800

Page 2, Line 43 (Taxable Income) - $33,900

Page 2, Line 75 (Overpayment) - $1,986

Other Instructions

- Complete Form 1040. Form should be typed.

- Assume the year is 2017 (not 2011).

- For SSNs and phone number, substitute 9 for each X.

- Round cents to the nearest dollar.

- To calculate the tax, use the Tax Table on page 78 of the Form 1040 instructions.

- List your name and the name of your firm in the paid preparer section. List the address as 80 Fort Brown, Brownsville, Texas 78520 and the phone number as 956-882-8200. Use your Student ID as the PTIN and EIN for your firm. Sign your name and date the return.

- Check "Yes" for Third Party Designee. List yourself as the designee. Use 956-882-8200 as the phone number and 99999 as the PIN. See page 76 of the Form 1040 instructions for more information.

- Do not sign the return for the taxpayer.

- Assume Teena Clark has changed her name with the Social Security Administration.

- Windsor Clark's address is 110 Brandon Avenue, Brownsville, Texas 78520.

- Include the taxpayer's occupation and phone number.

- Assume Windsor, Teena, and the children had health insurance the entire year (Form 1040, Line 61).

Department of the Treasury-Internal Revenue Service U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. See separate instructions. Your social security number 2017, ending For the yeaJan. 1-Dec. 31, 2017, or other tax year beginning Your first name and initial 20 Last name If a joint return, spouse's first name and initial Last name Spouse's social security number Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Make sure the SSNs) above and on line 6c are correct. Presidential Election Campaign Check here if you, or your spouse if filing City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions. jointly, want $3 to go to this fund. Checking a box below will not change your tax or Foreign country name Foreign province/state/county Foreign postal code refund. You Spouse Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your dependent, enter this child's name here. Filing StatusSingle 2 Married filing jointly (even if only one had income) 3 Married filing separately. Enter spouse's SSN above Check only one and full name here. 5 Qualifying widow(er) (see instructions 6a Yourself. If someone can claim you as a dependent, do not check box 6a.... Boxes checked Exemptions on 6a and 6b No. of children on 6c who: elived with you e did not live with you due to divorce or separation (2) Dependent's social security number (3) Dependent's (4) if child under age 17 qualifying for child tax credit (1) First name Last name relationship to you If more than four dependents, see instructions and check here Dependents on 6c not entered above Add numbers on lines above d Total number of exemptions claimed Income 8a Taxable interest. Attach Schedule B if required 8a .. _. . b Tax-exempt interest. Do not include on line 8a . . 8b 9a Ordinary dividends. Attach Schedule B if required. .. Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. 9a 10 Taxable refunds, credits, or offsets of state and local income taxes.. 10 11 Alimony 12 Business income or (loss). Attach Schedule C or C-EZ . . . 13 Capital gain or (loss). Attach Schedule D if required. If not required, check here13 12 If you did not Department of the Treasury-Internal Revenue Service U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. See separate instructions. Your social security number 2017, ending For the yeaJan. 1-Dec. 31, 2017, or other tax year beginning Your first name and initial 20 Last name If a joint return, spouse's first name and initial Last name Spouse's social security number Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Make sure the SSNs) above and on line 6c are correct. Presidential Election Campaign Check here if you, or your spouse if filing City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions. jointly, want $3 to go to this fund. Checking a box below will not change your tax or Foreign country name Foreign province/state/county Foreign postal code refund. You Spouse Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your dependent, enter this child's name here. Filing StatusSingle 2 Married filing jointly (even if only one had income) 3 Married filing separately. Enter spouse's SSN above Check only one and full name here. 5 Qualifying widow(er) (see instructions 6a Yourself. If someone can claim you as a dependent, do not check box 6a.... Boxes checked Exemptions on 6a and 6b No. of children on 6c who: elived with you e did not live with you due to divorce or separation (2) Dependent's social security number (3) Dependent's (4) if child under age 17 qualifying for child tax credit (1) First name Last name relationship to you If more than four dependents, see instructions and check here Dependents on 6c not entered above Add numbers on lines above d Total number of exemptions claimed Income 8a Taxable interest. Attach Schedule B if required 8a .. _. . b Tax-exempt interest. Do not include on line 8a . . 8b 9a Ordinary dividends. Attach Schedule B if required. .. Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. 9a 10 Taxable refunds, credits, or offsets of state and local income taxes.. 10 11 Alimony 12 Business income or (loss). Attach Schedule C or C-EZ . . . 13 Capital gain or (loss). Attach Schedule D if required. If not required, check here13 12 If you did not