Taxpayer Information:

Name: Bryan Jones

Address: 1200 Main St.

Green Bay, Wisconsin 12345

DOB: 5/6/1976

Filing Status: Single

SSN: 500-10-2000

Occupation: Staff Accountant

INCOME INFORMATION:

Wages and Compensation

The following information is taken from Bryan Jones 2017 Form W-2 Wage and Tax Statement:

Box 1 Wages, tips, and other compensation	52,000
Box 2 Federal Withholding	8,750
Box 17 State Income Tax Withholding	1,000

Interest and Dividends

Bryan has some Certificates of Deposits are Main Street bank which yielded 3,750 in interest in

2017. In addition, Bryan has interest income from municipal bonds in the amount of 1,250.

Also, Bryan received $2100 in qualified dividends from Plum Electronic Co.

Profit/Loss from Business

Bryan has a part-time accounting services business. In 2017, his income and expenses are as f follows:

Service Revenue 7,000

Office Expense 500

Advertising 750

Capital Gains

Bryan had the following stock transactions in 2017:

He sold 1,000 shares of Apex Co. for $ 12,000 on June 7, 2016, which he purchased on April 1, 2014 for 25,000. In addition, he sold 750 shares of Velocity Inc. for $10,000 on September 1, 2016, which he purchased on December 1, 2015 for $5,000.

Rental Real Estate

Bryan owns a rent house which he purchased on July 1, 2014. The income and expenses of the rental real estate unit for 2017 are as follows:

Rental income $12,000

Property taxes $1,500

Depreciation $1,000

Repairs and Maintenance $750

Insurance $2,000

Other Transactions in 2017

1. Bryan received a gift of $4,000 from his brother.

2. Bryan paid $3,000 for the year in alimony to his ex-wife, per divorce decree.

3. Bryan had gambling winnings of $1,000.

4. Bryan was the beneficiary of his mothers life insurance policy.

His mother died in 2017 and he received $50,000 under this policy.

With the information above please complete form in pictures below:

Home Insert Page Layout FormulasData Review View v fr For Paperwork Reduction Act Notice, see the separate instructions. Cat F G H I J K L M NO P QRS T 1 SCHEDULE E Supplemental Income and Loss (From rental real estate, royaltios, partnerships, S corporations, estates, trusts, REMICs, etc.) Attach to Form 1040, 1040NR, or Form 1041. Information about Schedule E and its separate instructions is at www.irs.govischeduloe. OMB No. 1545-0074 2016 Attachment Sequence No. 13 (Form 1040) Department of the Tmasury Intemal Revenue Service (99) sbown idm Your sodal security number Parti Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use Scheduie EZ aw instrudtions), If you are an individual, report farm renta income or loss trom Form 4835 on page 2, line 40 ADid vou make any Davments in 2016 that would reauire vou to file Forms) 1099? (see instructions) e fies tiaid you or ill you file required Forms 1099? Physicalladdress of each property (street, city, state, ZIP code 6 No Ye No 10 Personal Use 1b TYpe of Property trom list below) 2 For each rental real estate property listed above, report the Fair Rental number of fair rental and only if you meet the requirements to file as a qualified A joint venture. See instructions. 12 Days 15 l6 personal use days. Check the QJV box 17 Type of Property 18 1 Single Family Residence 19 2 Multi-Family Residence 20 3 Vacation/Short-Term Rental 21 4 Commercial 22 5 Land 23 6 Royalties 24 7 Self-Rental 25 26 Income: 8 Other (describe) Properties