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 above information please complete the following forms below:

A57x f For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146N D E F GH I 1SCHEDULE B OMB No. 1545-0074 (Form 1040A or 1040) Departeat of the Treasury intemal Keyenue Service (99) Interest and Ordinary Dividends - Attach to Form 1040A or 1040. Information about Schedule B (Form 1040A or 1040) and its instructions is at www.irs.gowscheduleb otnedirin 2016 Attackment Sequence No. 08 Nama(s) shown in notum Your social seaurity nember 4 Partl 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see instructions on back and list this interest firsl. Also, show that bayer's secial security number and address Amount Interest 5 (See instructions on 6 hack and the 7 instructions tor Form 8 10404 or Farm 9 1040, 11 Note. M you received a Form2 Add the amounts on line 1 3 Excludable interest on series EE and I US. savings bonds issued after 1989. Attach Form 8815 14 15 1099-0D, substiute statement 4 Subtract ine 3 from line 2. Enter the result here and on Form 1040A, or Form 1040, line 8a 10 a brokerage firm, list the m's name as he payer and enter shown on that form. 20 21 Note. If line 4 is over $1,500 you must complete Part lll 5 List name of payer . 23 24 25 26 27 28 29 30 31 32 6 Add the amounts on line 5. Enter the total here and on Fom 1040A, or Fom 1040, line 9a 34 35 36 37 38 39