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Tax Return 3 Please prepare the required 2 0 2 3 tax forms for Tony and Sara Jordan. 1 0 4 0 , Schedule 1

Tax Return 3
Please prepare the required 2023 tax forms for Tony and Sara Jordan.
1040, Schedule 1, Schedule
2, Schedule 3, Schedule A,
Schedule B, Schedule C
Schedule D,8949, Schedule
E,2441
Tony Jordan, age 37, is now working for the state of Texas as a prosecutor and his wife Sarah, age
35, has established her own physical therapy practice. Tony and Sarah have two children, Natalie
and Samuel who engage in numerous after-school events to the dismay of their parents who have
to pay for all of these activities. Social security numbers are as follows:
The Jordan's recently moved into their new house from their previous condo. Their address is
10823 Redmond Road, Austin, Texas 78739. During 2023, they earned income from Sarah's
physical therapy practice which she has operated for the last 4 years as a cash basis sole
proprietorship, also from Tony's salary as a prosecutor for the state of Texas. Sarah prepared the
information regarding her physical therapy practice and provided following table:
Sarah Jordan Physical Therapy
611 S Congress Ave Suite 107
Austin, TX 78704
Employer ID# 22-8405943(Business Code 621111) the
CORRECTED (if checked)
\table[[DATE,PROGRAM,PARTICIPANT,DESCRIPTION,FEES,ADJUSTMENT,PAID,BALANCE],[12/1/23,\table[[Canyon],[E eek 1]],Natalie Jordan,12/1/23-12/31/23,$450.00,$0.00,$450.00,$0.00],[,Samuel Jordan,12/1/23-12/31/23,$450.00,$0.00,$450.00,$0.00],[PREVIOUS BALANCE,,$0.00,,,,],[PERIOD BALANCE,,$0.00,,,,],[BALANCE DUE,,$0.00,,,,]]
Page 2 CORRECTED (if checked)
\table[[{
\table[[RECIPIENT'S/LENDER'S name, street address, city or town, state or],[province, country, ZIP or foreign postal code, and telephone no.],[A+ Federal Credit Union],[PO Box 14867],[Austin, TX 78753]]},,\table[[OMB No.1545-0901],[)23],[(Rev. July 2018)],[Form 1098]],\table[[Mortgage],[Interest],[Statement]]],[\table[[1 Mortgage interest received from payer(s)/borrower(s)"],[$21,400.00]],],[\table[[RECCIIINNT'S/LENDER'S federal],[identification number]],\table[[PAYER'S/BORROWER'S taxpayer],[identification no.]],,\table[[3 Mortgage origination date],[2/14/23]],],[98-467820,532-,\table[[4 Refund of overpaid],[interest]],\table[[5 Mortgage insurance],[premiums]],],[{
\table[[PAYER'S/BORROWER'S name],[Sarah Jordan Physical Therapy]]},,,],[\table[[6 Points paid on purchase of principal residence],[$]],],[{
\table[[Street address (including apt. no.)],[611 S. Congress Ave.],[Citv or town. state or province, countr, and ZlP or foreian postal code]]},{
\table[[7 Is address of property securing mortgage same as],[PAYER'SBOROWER'S address?],[If YYs, box is checked. ..........],[If No, see box 8 or 9, below]]},],[],[\table[[City or town, state or province, country, and ZIP or foreign postal code],[Austin, TX 78704]],8 Address of property securing mortgage,],[10 Other Property tax paid: $14,100,{
\table[[9If property securing mortgage has no address, below is the],[description of the property]]},],[Account number (see instructio,]]
CORRECTED (if checked)r rom W-2 Wage and Tax Statement 2023
Copy B-To Be Filed With Employee's FEDERAL Tax Return.
This information is being furnished to the Internal Revenue Service.
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