Tax Return for Individual

Compute Marias net federal tax payable or refund due for 2018. If she incurs a penalty, she wants to pay it with her tax return. If she is to receive a tax refund, she wants to receive a check. Turn in Form 1040, Form 2441, Form 8949, Schedule 1, Schedule 3, Schedule 4, Schedule 5, Schedule A, Schedule B, Schedule C, Schedule D, and Schedule SE.

Maria Gonzalez is divorced. She was born on May 22, 1970, and lives at 1502 Elm Terrace, Baton Rouge, LA 70465. Her Social Security Number is 385-22-7844.

Maria has a child, Juan Gomez, who resides with Maria. Juans social security number is 285-33-8999. Juan was born on June 3, 2010. Maria receives alimony of $3,000 per year and child support of $4,000 per year from her ex-husband, Rigoberto Gomez. Marias home phone number is 605-833-2222. She does not want to contribute $3 to the Presidential Election Campaign Fund.

Marias mother, Juanita Hernandez, lived with Maria until her death on January 2, 2018. Juanitas only income was $4,000 from Social Security. Maria paid more than 50% of Juanitas support. Juantias Social Security number was 123-55-5555. Juanitas birthday is May 15, 1945. Juanita had minimum essential health insurance coverage because she had Medicare coverage. Maria received Form 1095-B for her mother which indicated that her mother had coverage for 12 months.

Maria is employed by the Highway Department of the State of Louisiana in an executive position. The employers federal identification number is 33-6666666. The employers address is 800 First Street, Baton Rouge, LA 70464. The following information is shown on her Wage and Tax Statement (Form W-2) for 2018,

Line	Description	Maria
1	Wages, tips, other compensation	$70,000
2	Federal income tax withheld	8,000
3	Social Security wages	70,000
4	Social Security tax withheld	4,340
5	Medicare wages and tips	70,000
6	Medicare tax withheld	1,015
12a	DD	8,500
16	State wages, tips, etc.	70,000
17	State income tax withheld	3,000

In addition to her salary, Marias employer provides her with the following fringe benefits:

a. Group term life insurance with a face value of $30,000. The cost of the premiums for the employer was $600. The Highway Department provides term life insurance policies for all full-time employees.

b. Group health insurance plan. Marias employer paid premiums of $8,500 for her and her sons medical insurance coverage. The plan paid $7,000 in medical expenses for her and her son during the year. The coverage on her employers medical insurance plan meets the minimum essential coverage requirement under the Affordable Care Act for her and her son. She received Form 1095-B from her employer that shows that she and her son had coverage for 12 months.

Besides her normal job, Maria runs a sole proprietor business in computer systems design service. Maria earned $5,000 from a consulting assignment in this year. The amount was reported to her on a 1099-MISC form in Box 7. The principal business code is 541510. Her basis for accounting is cash. The payer was ABC Corporation whose payors federal identification number is 22-8888888. It is located at 333 Main Street, Baton Rouge, LA 70465. When required to file form(s) 1099, you will.

In order to for Maria to maintain her full-time job, she sends her son Juan to a day care program after school five days a week. During the year, Magdalena paid the day care operator $4,250 for child care. The day care details are as follows:

Horizon Day Care

452 Patriot Road

Baton Rouge, LA 70465

EIN: 43-6598324

On June 15, 2018, Maria sold 200 shares of XYZ common stock for its market value of $56,000. Maria had purchased the shares for $50,000 on December 2, 2016. Her brokerage firm provided her with IRS Form 1099-B that properly reported the nature of her gain and its correct basis.

On July 20, 2014, Maria purchased a stamp collection for $2,400 as an investment. On December 8, 2018, Maria sold the stamp collection for $4,800. She did not receive a Form 1099-B for this transaction.

Maria has a long-term carryforward capital loss of $2,000 from the sale of common stock in 2016.

Other sources of income for Maria were as follows:

Ordinary Dividend income XYZ Corporation $9,000

(only $8,000 qualified dividends out of the $9,000 total dividends)

Interest income

Forest Bank 4,000

City of Lafayette, LA water bonds 1,000

Forest Bank reported the interest income on a Form 1099-INT in Box 1. The interest from the City of Lafayette water bonds is only reported in Box 8 on Form 1099-INT since it is from municipal bond interest. This interest is also exempt from State of Louisiana income taxes, so Maria reports it as in-state municipal bond interest. Maria also received a Form 1099-DIV from XYZ Corporation. The ordinary dividends of $9,000 are reported in Box 1a, and the qualified dividends of $8,000 are reported in Box 1b. Maria has no foreign bank accounts or trusts.

Potential itemized deductions for Maria, in addition to items already mentioned, were as follows:

Property taxes paid on her residence - Short Mortgage Co. - Form 1098 $4,000

Charitable contributions - cash to United Church 2,000

Mortgage interest on her residence - Short Mortgage Co. - Form 1098 3,500

State income tax payment sent with 2017 state return in April 2018 800

Doctor expenses for Maria and her son (not covered by insurance) 4,500

Doctor expenses for Juanita 8,000

Interest paid on personal use automobile loan 1,000

Maria put $4,000 in a traditional IRA in 2018. Her employer does not provide a pension to its employees. (Chapter 19)

Maria made four estimated federal income tax payments of $500 each on April 15, 2018; June 15, 2018; September 15, 2018; and January 15, 2019.

1040 2018 Department of the Treasury - Internal Revenue Service (99) U.S. Individual Income Tax Return Filing status: Single Married filing jointly Married filing separately Last name Your first name and initial OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Head of household Qualifying widow(er) Your social security number You were born before January 2, 1954 Your standard deduction: Someone can claim you as a dependent If joint return, spouse's first name and initial Last name You are blind Spouse's social security number Spouse standard deduction: Someone can claim your spouse as a dependent Spouse was born before January 2, 1954 Spouse is blind Spouse itemizes on a separate return or you were dual-status alien Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Full-year health care coverage or exempt (see inst.) Presidential Election Campaign (see inst.) You Spouse City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. If more than four dependents, see inst. and here (2) Social security number (3) Relationship you Dependents (see instructions): (1) First name (4) if qualifies for (see inst.): Child tax credit Credit for other dependents Last name Sign Under penalties of perjury, I declare that I have examined this retum 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. Here Your signature Date Your occupation If the IRS sent you an Identity Protection Joint return? PIN, enter it here (see inst.) L See instructions. Keep a copy for Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent you an Identity Protection PIN. enter it your records. here (see inst.) Preparer's name Preparer's signature PTIN Firm's EIN Check if: Paid 3rd Party Designee Preparer Firm's name Phone no. Self-employed Use Only Firm's address For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2018) Page 2 1 2b 3b 4a 4b 5b 6 7 7 8 . 9 10 11 OD 12 Form 1040 (2018) 1 Wages, salaries, tips, etc. Attach Form(s) W-2 2a Tax-exempt interest. 2a b Taxable interest Attach Form(s) W-2. Also attach 3a Qualified dividends 3a b Ordinary dividends Form(s) W-2G and 1099-R if tax was 4a IRAs, pensions, and annuities , b Taxable amount withheld. 5a Social security benefits 5a b Taxable amount 6 Total income. Add lines 1 through 5. Add any amount from Schedule 1, line 22 7 Adjusted gross income. If you have no adjustments to income, enter the amount from line 6; otherwise, Standard subtract Schedule 1, line 36, from line 6 Deduction for 8 Standard deduction or itemized deductions (from Schedule A) Single or married 9 filing separately, Qualified business income deduction (see instructions) $12,000 10 Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter-O- Married filing jointly or Qualifying 11 a Tax (see inst.) (check if any from: 1 Form(s) 8814 2 Form 4972 3 L widow(er), $24,000 b Add any amount from Schedule 2 and check here Head of 12 a Child tax credit/credit for other dependents b Add any amount from Schedule 3 and check here household, , $18,000 13 Subtract line 12 from line 11. If zero or less, enter-O- If you checked Other taxes. Attach Schedule 4. . any box under Standard 15 Total tax. Add lines 13 and 14 deduction, 16 see instructions. Federal income tax withheld from Forms W-2 and 1099 17 Refundable credits: a EIC (see inst.) : a b Sch. 8812 c Form 8863 Add any amount from Schedule 5 18 Add lines 16 and 17. These are your total payments Refund 19 If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid 20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here Direct deposit? Routing number Type: Checking Savings 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 23 Estimated tax penalty (see instructions) 23 Go to www.irs.gov/Form 1040 for instructions and the latest information. 13 14 14 15 16 17 18 19 20a 22 For 1040 (2018) 2441 OMB No. 1545-0074 Form 1040 Child and Dependent Care Expenses Attach to Form 1040 or Form 1040NR. Go to www.lrs.gov/Form2441 for instructions and the latest information. 2018 1040NR 2441 Department of the Treasury Internal Revenue Service (99) Name(s) shown on return Attachment Sequence No. 21 Your social security number You cannot claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the requirements listed in the instructions under "Married Persons Filing Separately." If you meet these requirements, check this box. Part 1 Persons or Organizations Who Provided the Care - You must complete this part. (If you have more than two care providers, see the instructions.) (a) Care provider's (b) Address (c) Identifying number d) Amount paid (number, street, apt. no., city, state, and ZIP code) (SSN or EIN) (see instructions name Did you receive No Complete only Part II below. dependent care benefits? Yes Complete Part Ill on the back next. Caution: If the care was provided in your home, you may owe employment taxes. For details, see the instructions for Schedule 4 (Form 1040), line 60a; or Form 1040NR, line 59a. Part II Credit for Child and Dependent Care Expenses 2 Information about your qualifying person(s). If you have more than two qualifying persons, see the instructions. (a) Qualifying person's name (b) Qualifying person's social (c) Qualified expenses you First incurred and paid in 2018 for the Last security number person listed in column(a) 3 Add the amounts in column (c) of line 2. Don't enter more than $3,000 for one qualifying person or $6,000 for two or more persons. If you completed Part II, enter the amount from line 31 3 4 Enter your earned income. See instructions 4 5 If married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was disabled, see the instructions); all others, enter the amount from line 4 5 6 Enter the smallest of line 3, 4 or 5 6 7 Enter the amount from Form 1040, line 7; or Form 1040NR, line 36 8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7 If line 7 is: If line 7 is: But not Decimal But not Decimal Over over amount is Over over amount is $0-15,000 .35 $29,000-31,000 .27 15,000-17.000 31,000-33,000 26 17,000-19.000 .33 33,000-35,000 .25 8 19,000-21.000 .32 35,000-37,000 .24 21,000-23.000 .31 37,000-39,000 .23 23,000-25.000 .30 39,000-41,000 .22 25,000-27.000 .29 41,000-43,000 .21 27,00029,000 .28 43,000-No limit 20 9 Multiply line 6 by the decimal amount on line 8. If you paid 2017 expenses in 2018, see the instructions. 9 10 Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions. 10 11 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10 here and on Schedule 3 (Form 1040), line 49; or Form 1040NR, line 47. 11 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11862M X. Form 2441 (2016) Page 2 12 13 14 15 Form 2441 (2018) Part III Dependent Care Benefits 12 Enter the total amount of dependent care benefits you received in 2018. Amounts you received as an employee should be shown in box 10 of your Form(s) W-2. Don't include amounts reported as wages in box 1 of Form(s) W-2. If you were self-employed or a partner, include amounts you received under a dependent care assistance program from your sole proprietorship or partnership 13 Enter the amount, if any, you carried over from 2017 and used in 2018 during the grace period. See instructions 14 Enter the amount, if any, you forfeited or carried forward to 2019. See instructions 15 Combine lines 12 through 14. See instructions 16 Enter the total amount of qualified expenses incurred in 2018 for the care of the qualifying person(s) 16 17 Enter the smaller of line 15 or 16. 17 18 Enter your earned income. See instructions 18 19 Enter the amount shown below that applies to you. If married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was disabled, see the instructions for line 5). 19 If married filing separately, see instructions. All others, enter the amount from line 18. 20 Enter the smallest of line 17, 18, or 19. 20 21 Enter $5,000 ($2,500 if married filing separately and you were required to enter your spouse's earned income on line 19). 21 22 Is any amount on line 12 from your sole proprietorship or partnership? No. Enter-O- Yes. Enter the amount here 23 Subtract line 22 from line 15 23 24 Deductible benefits. Enter the smallest of line 20, 21, or 22. Also, include this amount on the appropriate line(s) of your return. See instructions. 25 Excluded benefits. If you checked "No on line 22, enter the smaller of line 20 or 21. Otherwise, subtract line 24 from the smaller of line 20 or line 21. If zero or less, enter-O- 26 Taxable benefits. Subtract line 25 from line 23. If zero or less, enter-O-. Also include this amount on Form 1040, line 1; or Form 1040NR, line 8. On the dotted line next to Form 1040, line 1; or Form 104ONR, line 8, enter "DCB" To claim the child and dependent care credit, complete lines 27 through 31 below. 27 Enter $3,000 ($6,000 if two or more qualifying persons) 28 Add lines 24 and 25 29 Subtract line 28 from line 27. If zero or less, stop. You can't take the credit. Exception. If you paid 2017 expenses in 2018, see the instructions for line 9 30 Complete line 2 on the front of this form. Don't include in column (c) any benefits shown on line 28 above. Then, add the amounts in column (c) and enter the total here. 31 Enter the smaller of line 29 or 30. Also, enter this amount on line 3 on the front of this form and complete lines 4 through 11 22 24 25 26 27 28 29 30 31 Form 2441 (2018) 8949 Form OMB No. 1545-0074 Sales and Other Dispositions of Capital Assets Go to www.irs.gov/Form89-49 for instructions and the latest information. 2018 File with your Schedule D to list your transactions for lines 16, 2, 3, 85, 9, and 10 of Schedule D. Sequence No. 12A Social security number or taxpayer identification number Department of the Treasury Internal Revenue Service Name(s) shown on return Attachment Before you check Box A, B, or below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1069-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. Part 1 Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (see instructions). For long-term transactions, see page 2. Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) (B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS (C) Short-term transactions not reported to you on Form 1099-B Adjustment, if any, to gain or loss If you enter an amount in column (gl. Chi Cost or other basis. enter a code incolumn 1. Description of property Date sold or See the separate instructions. and see Column (e) from column (d) and Example: 100 sh. XYZ Co.) (1) Code(s) from Amount of with column adjustment 1 b) See the Note below Gain or loss. Subtract column (el Date acquired disposed of Mo.day.Mo., day, yo) (d) Proceeds sales price see instructions combine the result in the separate instructions instructions 2 Totals. Add the amounts in columns (d), (e). (gl. and (n) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (f Box C above is checked) Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. For Paperwork Reduction Act Notice, see your tax return instructions. Cat No. 377682 Form 8949 (2018) Form 8949 (2018) Attachment Sequence No. 12A Page Names) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Social security number or taxpayer identification number Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. Part II Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see instructions). For short-term transactions, see page 1. Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) (E) Long-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS (F) Long-term transactions not reported to you on Form 1099-B Adjustment, if any, to gain or loss. (e) If you enter an amount in column (gl. (h) (b) (c) (d) Cost or other basis. enter a code in column (1). Gain or loss). Description of property Date sold or Proceeds See the separate instructions Date acquired See the Note below! Subtract column (e) disposed of (Example: 100 sh.XYZ Co.) (Mo., day, yr.) sales pricel and see Column (e) from column (d) and (Mo., day. y.) (see instructions) in the separate (1) lal combine the result instructions Code(s) from Amount of with columna instructions adjustment 1 2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D. line 8b (if Box D above is checked), line 9 (if Box E above is checked) or line 10 11 Box F above is checked) Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment Form 8949 (2018) SCHEDULE 1 (Form 1040) Additional Income and Adjustments to Income Attach to Form 1040. Go to www.irs.gov/Form 1040 for instructions and the latest information. OMB No. 1545-0074 2018 Attachment Sequence No. 01 Your social security number Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 1-9b 10 11 12 13 14 15b 16b 17 18 19 20b 21 22 Additional 1-9b Reserved Income 10 Taxable refunds, credits, or offsets of state and local income taxes 11 Alimony received 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 here 14 Other gains or losses). Attach Form 4797. 15a Reserved 16a Reserved 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 18 Farm income or loss). Attach Schedule F. 19 Unemployment compensation 20a Reserved 21 Other income. List type and amount 22 Combine the amounts in the far right column. If you don't have any adjustments to income, enter here and include on Form 1040, line 6. Otherwise, go to line 23. . Adjustments 23 Educator expenses ... 23 to Income 24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 24 25 Health savings account deduction. Attach Form 8889 . 25 26 Moving expenses for members of the Armed Forces. Attach Form 3903 26 27 Deductible part of self-employment tax. Attach Schedule SE 27 28 Self-employed SEP, SIMPLE, and qualified plans 28 29 Self-employed health insurance deduction 29 30 Penalty on early withdrawal of savings 30 31a Alimony paid b Recipient's SSN | 31a 32 IRA deduction .. 32 33 Student loan interest deduction 33 34 Reserved 35 Reserved 35 36 Add lines 23 through 35 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F 34 36 Schedule 1 (Form 1040) 2018 OMB No. 1545-0074 SCHEDULE 3 (Form 1040) Nonrefundable Credits 2018 Attach to Form 1040. Go to www.irs.gov/Form1040 for instructions and the latest information. Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 Attachment Sequence No. 03 Your social security number Nonrefundable 48 Foreign tax credit. Attach Form 1116 if required Credits 49 Credit for child and dependent care expenses. Attach Form 2441 50 Education credits from Form 8863, line 19 51 Retirement savings contributions credit. Attach Form 8880 52 Reserved 53 Residential energy credit. Attach Form 5695 54 Other credits from Form a 3800 b 8801 c 55 Add the amounts in the far right column. Enter here and include on Form 1040, line 12 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71480G 48 49 50 51 52 53 54 55 Schedule 3 (Form 1040) 2018 OMB No. 1545-0074 SCHEDULE 4 (Form 1040) Other Taxes 2018 Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 Attach to Form 1040. Go to www.irs.gov/Form 1040 for instructions and the latest information. Attachment Sequence No. 04 Your social security number 57 58 59 60a Other 57 Self-employment tax. Attach Schedule SE Taxes 58 Unreported social security and Medicare tax from: Form a 4137 b 8919 59 Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form 5329 if required 60a Household employment taxes. Attach Schedule H . b Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if required 61 Health care: individual responsibility (see instructions) 62 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 63 Section 965 net tax liability installment from Form 965-A 63 64 Add the amounts in the far right column. These are your total other taxes. Enter here and on Form 1040, line 14 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71481R 60b 61 62 64 Schedule 4 (Form 1040) 2018 OMB No. 1545-0074 SCHEDULE 5 (Form 1040) Other Payments and Refundable Credits 2018 Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 Attach to Form 1040. Go to www.irs.gov/Form 1040 for instructions and the latest information. Attachment Sequence No. 05 Your social security number Other 65 Reserved 66 Payments 2018 estimated tax payments and amount applied from 2017 return 67a Reserved and b Reserved Refundable 68-69 Reserved Credits 70 Net premium tax credit. Attach Form 8962 71 Amount paid with request for extension to file (see instructions) 72 Excess social security and tier 1 RRTA tax withheld 73 Credit for federal tax on fuels. Attach Form 4136 74 Credits from Form: a 2439 b Reserved 8885 d 75 Add the amounts in the far right column. These are your total other payments and refundable credits. Enter here and include on Form 1040, line 17. For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71482C 65 66 67a 67b 68-69 70 71 72 73 74 75 Schedule 5 (Form 1040) 2018 1040 2018 Department of the Treasury - Internal Revenue Service (99) U.S. Individual Income Tax Return Filing status: Single Married filing jointly Married filing separately Last name Your first name and initial OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Head of household Qualifying widow(er) Your social security number You were born before January 2, 1954 Your standard deduction: Someone can claim you as a dependent If joint return, spouse's first name and initial Last name You are blind Spouse's social security number Spouse standard deduction: Someone can claim your spouse as a dependent Spouse was born before January 2, 1954 Spouse is blind Spouse itemizes on a separate return or you were dual-status alien Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Full-year health care coverage or exempt (see inst.) Presidential Election Campaign (see inst.) You Spouse City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. If more than four dependents, see inst. and here (2) Social security number (3) Relationship you Dependents (see instructions): (1) First name (4) if qualifies for (see inst.): Child tax credit Credit for other dependents Last name Sign Under penalties of perjury, I declare that I have examined this retum 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. Here Your signature Date Your occupation If the IRS sent you an Identity Protection Joint return? PIN, enter it here (see inst.) L See instructions. Keep a copy for Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent you an Identity Protection PIN. enter it your records. here (see inst.) Preparer's name Preparer's signature PTIN Firm's EIN Check if: Paid 3rd Party Designee Preparer Firm's name Phone no. Self-employed Use Only Firm's address For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2018) Page 2 1 2b 3b 4a 4b 5b 6 7 7 8 . 9 10 11 OD 12 Form 1040 (2018) 1 Wages, salaries, tips, etc. Attach Form(s) W-2 2a Tax-exempt interest. 2a b Taxable interest Attach Form(s) W-2. Also attach 3a Qualified dividends 3a b Ordinary dividends Form(s) W-2G and 1099-R if tax was 4a IRAs, pensions, and annuities , b Taxable amount withheld. 5a Social security benefits 5a b Taxable amount 6 Total income. Add lines 1 through 5. Add any amount from Schedule 1, line 22 7 Adjusted gross income. If you have no adjustments to income, enter the amount from line 6; otherwise, Standard subtract Schedule 1, line 36, from line 6 Deduction for 8 Standard deduction or itemized deductions (from Schedule A) Single or married 9 filing separately, Qualified business income deduction (see instructions) $12,000 10 Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter-O- Married filing jointly or Qualifying 11 a Tax (see inst.) (check if any from: 1 Form(s) 8814 2 Form 4972 3 L widow(er), $24,000 b Add any amount from Schedule 2 and check here Head of 12 a Child tax credit/credit for other dependents b Add any amount from Schedule 3 and check here household, , $18,000 13 Subtract line 12 from line 11. If zero or less, enter-O- If you checked Other taxes. Attach Schedule 4. . any box under Standard 15 Total tax. Add lines 13 and 14 deduction, 16 see instructions. Federal income tax withheld from Forms W-2 and 1099 17 Refundable credits: a EIC (see inst.) : a b Sch. 8812 c Form 8863 Add any amount from Schedule 5 18 Add lines 16 and 17. These are your total payments Refund 19 If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid 20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here Direct deposit? Routing number Type: Checking Savings 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 23 Estimated tax penalty (see instructions) 23 Go to www.irs.gov/Form 1040 for instructions and the latest information. 13 14 14 15 16 17 18 19 20a 22 For 1040 (2018) 2441 OMB No. 1545-0074 Form 1040 Child and Dependent Care Expenses Attach to Form 1040 or Form 1040NR. Go to www.lrs.gov/Form2441 for instructions and the latest information. 2018 1040NR 2441 Department of the Treasury Internal Revenue Service (99) Name(s) shown on return Attachment Sequence No. 21 Your social security number You cannot claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the requirements listed in the instructions under "Married Persons Filing Separately." If you meet these requirements, check this box. Part 1 Persons or Organizations Who Provided the Care - You must complete this part. (If you have more than two care providers, see the instructions.) (a) Care provider's (b) Address (c) Identifying number d) Amount paid (number, street, apt. no., city, state, and ZIP code) (SSN or EIN) (see instructions name Did you receive No Complete only Part II below. dependent care benefits? Yes Complete Part Ill on the back next. Caution: If the care was provided in your home, you may owe employment taxes. For details, see the instructions for Schedule 4 (Form 1040), line 60a; or Form 1040NR, line 59a. Part II Credit for Child and Dependent Care Expenses 2 Information about your qualifying person(s). If you have more than two qualifying persons, see the instructions. (a) Qualifying person's name (b) Qualifying person's social (c) Qualified expenses you First incurred and paid in 2018 for the Last security number person listed in column(a) 3 Add the amounts in column (c) of line 2. Don't enter more than $3,000 for one qualifying person or $6,000 for two or more persons. If you completed Part II, enter the amount from line 31 3 4 Enter your earned income. See instructions 4 5 If married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was disabled, see the instructions); all others, enter the amount from line 4 5 6 Enter the smallest of line 3, 4 or 5 6 7 Enter the amount from Form 1040, line 7; or Form 1040NR, line 36 8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7 If line 7 is: If line 7 is: But not Decimal But not Decimal Over over amount is Over over amount is $0-15,000 .35 $29,000-31,000 .27 15,000-17.000 31,000-33,000 26 17,000-19.000 .33 33,000-35,000 .25 8 19,000-21.000 .32 35,000-37,000 .24 21,000-23.000 .31 37,000-39,000 .23 23,000-25.000 .30 39,000-41,000 .22 25,000-27.000 .29 41,000-43,000 .21 27,00029,000 .28 43,000-No limit 20 9 Multiply line 6 by the decimal amount on line 8. If you paid 2017 expenses in 2018, see the instructions. 9 10 Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions. 10 11 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10 here and on Schedule 3 (Form 1040), line 49; or Form 1040NR, line 47. 11 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11862M X. Form 2441 (2016) Page 2 12 13 14 15 Form 2441 (2018) Part III Dependent Care Benefits 12 Enter the total amount of dependent care benefits you received in 2018. Amounts you received as an employee should be shown in box 10 of your Form(s) W-2. Don't include amounts reported as wages in box 1 of Form(s) W-2. If you were self-employed or a partner, include amounts you received under a dependent care assistance program from your sole proprietorship or partnership 13 Enter the amount, if any, you carried over from 2017 and used in 2018 during the grace period. See instructions 14 Enter the amount, if any, you forfeited or carried forward to 2019. See instructions 15 Combine lines 12 through 14. See instructions 16 Enter the total amount of qualified expenses incurred in 2018 for the care of the qualifying person(s) 16 17 Enter the smaller of line 15 or 16. 17 18 Enter your earned income. See instructions 18 19 Enter the amount shown below that applies to you. If married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was disabled, see the instructions for line 5). 19 If married filing separately, see instructions. All others, enter the amount from line 18. 20 Enter the smallest of line 17, 18, or 19. 20 21 Enter $5,000 ($2,500 if married filing separately and you were required to enter your spouse's earned income on line 19). 21 22 Is any amount on line 12 from your sole proprietorship or partnership? No. Enter-O- Yes. Enter the amount here 23 Subtract line 22 from line 15 23 24 Deductible benefits. Enter the smallest of line 20, 21, or 22. Also, include this amount on the appropriate line(s) of your return. See instructions. 25 Excluded benefits. If you checked "No on line 22, enter the smaller of line 20 or 21. Otherwise, subtract line 24 from the smaller of line 20 or line 21. If zero or less, enter-O- 26 Taxable benefits. Subtract line 25 from line 23. If zero or less, enter-O-. Also include this amount on Form 1040, line 1; or Form 1040NR, line 8. On the dotted line next to Form 1040, line 1; or Form 104ONR, line 8, enter "DCB" To claim the child and dependent care credit, complete lines 27 through 31 below. 27 Enter $3,000 ($6,000 if two or more qualifying persons) 28 Add lines 24 and 25 29 Subtract line 28 from line 27. If zero or less, stop. You can't take the credit. Exception. If you paid 2017 expenses in 2018, see the instructions for line 9 30 Complete line 2 on the front of this form. Don't include in column (c) any benefits shown on line 28 above. Then, add the amounts in column (c) and enter the total here. 31 Enter the smaller of line 29 or 30. Also, enter this amount on line 3 on the front of this form and complete lines 4 through 11 22 24 25 26 27 28 29 30 31 Form 2441 (2018) 8949 Form OMB No. 1545-0074 Sales and Other Dispositions of Capital Assets Go to www.irs.gov/Form89-49 for instructions and the latest information. 2018 File with your Schedule D to list your transactions for lines 16, 2, 3, 85, 9, and 10 of Schedule D. Sequence No. 12A Social security number or taxpayer identification number Department of the Treasury Internal Revenue Service Name(s) shown on return Attachment Before you check Box A, B, or below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1069-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. Part 1 Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (see instructions). For long-term transactions, see page 2. Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) (B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS (C) Short-term transactions not reported to you on Form 1099-B Adjustment, if any, to gain or loss If you enter an amount in column (gl. Chi Cost or other basis. enter a code incolumn 1. Description of property Date sold or See the separate instructions. and see Column (e) from column (d) and Example: 100 sh. XYZ Co.) (1) Code(s) from Amount of with column adjustment 1 b) See the Note below Gain or loss. Subtract column (el Date acquired disposed of Mo.day.Mo., day, yo) (d) Proceeds sales price see instructions combine the result in the separate instructions instructions 2 Totals. Add the amounts in columns (d), (e). (gl. and (n) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (f Box C above is checked) Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. For Paperwork Reduction Act Notice, see your tax return instructions. Cat No. 377682 Form 8949 (2018) Form 8949 (2018) Attachment Sequence No. 12A Page Names) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Social security number or taxpayer identification number Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. Part II Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see instructions). For short-term transactions, see page 1. Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) (E) Long-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS (F) Long-term transactions not reported to you on Form 1099-B Adjustment, if any, to gain or loss. (e) If you enter an amount in column (gl. (h) (b) (c) (d) Cost or other basis. enter a code in column (1). Gain or loss). Description of property Date sold or Proceeds See the separate instructions Date acquired See the Note below! Subtract column (e) disposed of (Example: 100 sh.XYZ Co.) (Mo., day, yr.) sales pricel and see Column (e) from column (d) and (Mo., day. y.) (see instructions) in the separate (1) lal combine the result instructions Code(s) from Amount of with columna instructions adjustment 1 2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D. line 8b (if Box D above is checked), line 9 (if Box E above is checked) or line 10 11 Box F above is checked) Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment Form 8949 (2018) SCHEDULE 1 (Form 1040) Additional Income and Adjustments to Income Attach to Form 1040. Go to www.irs.gov/Form 1040 for instructions and the latest information. OMB No. 1545-0074 2018 Attachment Sequence No. 01 Your social security number Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 1-9b 10 11 12 13 14 15b 16b 17 18 19 20b 21 22 Additional 1-9b Reserved Income 10 Taxable refunds, credits, or offsets of state and local income taxes 11 Alimony received 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 here 14 Other gains or losses). Attach Form 4797. 15a Reserved 16a Reserved 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 18 Farm income or loss). Attach Schedule F. 19 Unemployment compensation 20a Reserved 21 Other income. List type and amount 22 Combine the amounts in the far right column. If you don't have any adjustments to income, enter here and include on Form 1040, line 6. Otherwise, go to line 23. . Adjustments 23 Educator expenses ... 23 to Income 24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 24 25 Health savings account deduction. Attach Form 8889 . 25 26 Moving expenses for members of the Armed Forces. Attach Form 3903 26 27 Deductible part of self-employment tax. Attach Schedule SE 27 28 Self-employed SEP, SIMPLE, and qualified plans 28 29 Self-employed health insurance deduction 29 30 Penalty on early withdrawal of savings 30 31a Alimony paid b Recipient's SSN | 31a 32 IRA deduction .. 32 33 Student loan interest deduction 33 34 Reserved 35 Reserved 35 36 Add lines 23 through 35 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F 34 36 Schedule 1 (Form 1040) 2018 OMB No. 1545-0074 SCHEDULE 3 (Form 1040) Nonrefundable Credits 2018 Attach to Form 1040. Go to www.irs.gov/Form1040 for instructions and the latest information. Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 Attachment Sequence No. 03 Your social security number Nonrefundable 48 Foreign tax credit. Attach Form 1116 if required Credits 49 Credit for child and dependent care expenses. Attach Form 2441 50 Education credits from Form 8863, line 19 51 Retirement savings contributions credit. Attach Form 8880 52 Reserved 53 Residential energy credit. Attach Form 5695 54 Other credits from Form a 3800 b 8801 c 55 Add the amounts in the far right column. Enter here and include on Form 1040, line 12 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71480G 48 49 50 51 52 53 54 55 Schedule 3 (Form 1040) 2018 OMB No. 1545-0074 SCHEDULE 4 (Form 1040) Other Taxes 2018 Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 Attach to Form 1040. Go to www.irs.gov/Form 1040 for instructions and the latest information. Attachment Sequence No. 04 Your social security number 57 58 59 60a Other 57 Self-employment tax. Attach Schedule SE Taxes 58 Unreported social security and Medicare tax from: Form a 4137 b 8919 59 Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form 5329 if required 60a Household employment taxes. Attach Schedule H . b Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if required 61 Health care: individual responsibility (see instructions) 62 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 63 Section 965 net tax liability installment from Form 965-A 63 64 Add the amounts in the far right column. These are your total other taxes. Enter here and on Form 1040, line 14 For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71481R 60b 61 62 64 Schedule 4 (Form 1040) 2018 OMB No. 1545-0074 SCHEDULE 5 (Form 1040) Other Payments and Refundable Credits 2018 Department of the Treasury Internal Revenue Service Name(s) shown on Form 1040 Attach to Form 1040. Go to www.irs.gov/Form 1040 for instructions and the latest information. Attachment Sequence No. 05 Your social security number Other 65 Reserved 66 Payments 2018 estimated tax payments and amount applied from 2017 return 67a Reserved and b Reserved Refundable 68-69 Reserved Credits 70 Net premium tax credit. Attach Form 8962 71 Amount paid with request for extension to file (see instructions) 72 Excess social security and tier 1 RRTA tax withheld 73 Credit for federal tax on fuels. Attach Form 4136 74 Credits from Form: a 2439 b Reserved 8885 d 75 Add the amounts in the far right column. These are your total other payments and refundable credits. Enter here and include on Form 1040, line 17. For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71482C 65 66 67a 67b 68-69 70 71 72 73 74 75 Schedule 5 (Form 1040) 2018