thats all i have

In 2018, Caitlyn Smith's husband Ben passed away. The next year she moved from Louisiana to Texas. Caitlyn has not remarried as of the end of 2020 and currently lives in Portland, TX with her three children (ages as of the end of the year): Elizabeth (23), Joshua (16), and Anthony (11). Caitlyn would like to determine her federal income tax under the filing status that is most advantageous for her. Caitlyn reported the following information: . Caitlyn's social security number is 194-38-4528 Elizabeth's social security number is 842-48-5684 Joshua's social security number is 842-43-8495 Anthony's social security number is 842-65-8429 Caitlyn's mailing address is 23 Freedom Road Portland, Texas, 78374 . Elizabeth is single and enrolled as a full-time graduate student at TAMUCC (EIN 33-9654387). TAMUCC's address is 6300 Ocean Dr., Corpus Christi, TX. 78412. She completed her bachelor's degree in 2019 and is in her fifth year of full-time higher education schooling. While at school, Elizabeth works part-time at TAMUCC to help with her living expenses earning $00.3,2 Caitlyn paid for Elizabeth's rent, books, tuition, food, clothes, medicine, and other support items which totaled over $16,200 of support for the year. TAMUCC provided Elizabeth with a Form 1098-T at year end. Elizabeth's higher education expenses for her university studies were as follows: Tuition $6,825 Books $2,250 In order to for Caitlyn to maintain a full-time job, she sends Anthony to a day care program after school five days a week paying $4,800 for his care. The day care details are as follows: Legacy Preschool 902 Moore Ave Portland, TX EIN: 34-8324659 Caitlyn's W-2s for the year reported the following: Employer Gross Wages Federal Income Tax Withholding $4,250 $290 Workforce Commission Portland Real Estate $52,835 $2,900 Caitlyn's employers withheld all applicable and appropriate payroll taxes. On January 1, 2019 (prior year), Caitlyn started a side hustle selling Rodan and Fields. She doesn't have to carry inventory because everything is shipped directly from Corporate, but she does maintain a website and sends samples to her customers and potential customers. She also hosts an event each year to launch new products. This business has allowed her to earn additional money in her spare time to help support her daughter in college. She uses the cash method of accounting and did not have any obligation to file a Form 1099 to any payee during the year. Caitlyn reported the following revenue and expenses for her business this year: Gross Revenue $4,800 Sample supplies $ 350 New Product Launch Event $ 225 Web site hosting fee $ 360 Caitlyn sold a couple of stocks she had been holding in order to send her kids to visit their grandparents this past summer. The sales were reported on form 1099-B to her and their basis reported to the IRS Asset Date Purchased Date Sold Purchase Selling Price Price 4/4/19 5/17/20 $7,510 Mohawk Industries stock $12,850 TXU Stock 9/15/19 5/17/20 $5,000 $3,650 Caitlyn also received the following amounts in 2020: 500 Life Insurance Payment-Mutual Life (Father's passing) $182,000 Cash gift from her mom $ 9,500 Interest income-First Bank of Portland $ Interest income-GE Bond $ 3,800 Interest income-G-PISD Municipal Bond $ 4,450 Interest income-San Pat County Improvement District Bond $ 1,250 LA state income tax refund $ 400 *Refund was from state tax she paid in 2019. Caitlyn deducted all her state taxes as itemized deductions, and received full tax benefit for the deductions, on her 2019 federal tax return. Caitlyn made the following payments during 2020: Dentist (unreimbursed by insurance) $1,850 Doctors (unreimbursed by insurance) $ 625 Prescriptions (unreimbursed by insurance) $ 190 Real property taxes on residence $7,700 State sales tax paid $2,530 Vehicle registration fee based upon age of vehicle $ 125 Mortgage interest on principal residence (Form 1098 received) $6,000 Interest on Mastercard credit card Contribution to the American Cancer Society Contribution to the United Way Contribution to First Baptist Church Corpus Christi Contribution to Baylor University $2,500 $ 525 $1,000 $3,650 $ 350 Caitlyn wants to contribute to the Presidential Election Campaign Fund. She would like to receive a refund (if any) of any tax she may have overpaid for the year. Her preferred method of receiving the refund is by check. Instructions: 1. Complete the 2020 federal income tax return for Caitlyn Smith. If required information is missing, use reasonable assumptions to fill in the gaps. Schedules C(business income), SE (self- employment tax), and 8812 (child tax credits) and Forms 2441 (child and dependent care credits) and 8863 (education credits) may be helpful to you when completing the necessary calculations for these forms, but do not need to be submitted. In excel, document any calculations you used to fill in the following required forms and schedules: 1040 b. Schedule 1 C. Schedule D d. Form 8949 e. Schedule 2 f. Schedule 3 a. 2. Upload an excel file with your calculation of your tax liability. Department of the Treasury Intemal Revenue Service Name() shown on Form 1040 or 1040-SR Attach to Form 1040 or 1040-SR. Go to www.irs.gov/Form 1040 for Instructions and the latest information. 2019 Attachment Secuence No. 03 Your social security number 1 2 3 4 5 6 7 . Partl Nonrefundable Credits 1 Foreign tax credit. Attach Form 1116 if required 2 Credit for child and dependent care expenses. Attach Form 2441 3 Education credits from Form 8863, line 19 4 Retirement savings contributions credit. Attach Form 8880 5 Residential energy credits. Attach Form 5695 6 Other credits from Form: a 3800 b 8801 co 7 Add lines 1 through 6. Enter here and include on Form 1040 or 1040-SR, line 13b Part II Other Payments and Refundable Credits 8 2019 estimated tax payments and amount applied from 2018 return 9 Net premium tax credit. Attach Form 8962 10 Amount paid with request for extension to file (see instructions) 11 Excess social security and tier 1 RRTA tax withheld 12 Credit for federal tax on fuels. Attach Form 4136. 13 Credits from Form: a 2439 b Reserved c 8885 do 14 Add lines 8 through 13. Enter here and on Form 1040 or 1040-SR, line 18d For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71480G 8 9 10 11 12 13 14 Schedule 3 (Form 1040 or 1040-SR) 2019 HEDULE 2 Form 1040 or 1040-SR) Additional Taxes OMB No 1545-0074 Department of the Treasury Attach to Form 1040 or 1040-SR. 2019 Internal Revenue Service Go to www.ins-gowl Form 1040 for instructions and the latest information Arachent Names shown on Form 1040 or 1040-SR Sequence No. 02 Your social security number Partl Tax 1 Alternative minimum tax. Attach Form 6251 1 2 Excess advance premium tax credit repayment. Attach Form 8962 2 3 Add lines 1 and 2. Enter here and include on Form 1040 or 1040-SR, line 12b 3 Part II Other Taxes 4 Self-employment tax. Attach Schedule SE. 4 5 Unreported social security and Medicare tax from Form: a 4137 b8919 5 6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form 5329 if required. 6 7a Household employment taxes. Attach Schedule H 7a b Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if required 7b 8 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 8 9 Section 965 net tax liability installment from Form 965-A 9 10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form 1040 or 1040-SR, line 15. 10 For Paperwork Reduction Act Notice, see your tax return instructions. Cat No. 71478U Schedule 2 Form 1040 or 1040-SR) 2019 --- Dorm 1040 1040-S Capital Gains and Losses Ach Form 104, 1040-GR. 104- Ge www.insgow Schedule for me Use Form to your comfort, 2.10. 2019 12 Did you dispose of any investment in a qualified opportunity fund during the tax year? Yes Yes."attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss No Parti Short-Term Capital Gains and Losses-Generally Assets Held One Year or Less (see instructions Seo Instructions for how to figure the amounts to enter on the lines below. This form may be easier to complete if you round off cerits to whole dollars 1a Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b 1b Totals for all transactions reported on Forms) 8949 with Box A checked 2 Totals for all transactions reported on Formis) 8949 with Box B checked 3 Totals for all transactions reported on Form) 8949 with Box C checked 4 Short-term gain from Form 6252 and short-term gain or loss from Forms 4684,6781, and 3624 5 Net short-term gain or loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 5 6 Short-term capital loss carryover. Enter the amount, any, from line 8 of your Capital Loss Carryover 6 Worksheet in the instructions 7 Net short-term capital gain or loss). Combine lines ta through 6 in column you have any long- term capital gains or losses, go to Part Il below. Otherwise, go to Part on the back Part II Long-Term Capital Gains and Losses-Generally Assets Held More Than One Year (see instructions) Gain or los See Instructions for how to figure the amounts to enter on the Adustments Subtract column lines below. Proces Cost to gain or loss from from column and This form may be easier to complete if you round off cents to sale price For 1940, Part combine the in 2. column with column whole dollars. 4 7 8a Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b. 8b Totals for all transactions reported on Form(s) 8949 with Box D checked 9 Totals for all transactions reported on Form(s) 8949 with Box E checked 10 Totals for all transactions reported on Form(s) 8949 with Box F checked. 11 Gain from Form 4797, Part 1; long-term gain from Forms 2439 and 6252; and long-term gain or loss) from Forms 4684, 6781, and 8824 11 12 Net long-term gain or loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 12 13 Capital gain distributions. See the instructions 13 14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions 14 15 Net long-term capital gain or loss). Combine lines Ba through 14 in column (h. Then go to Part III on 15 the back. or Paperwork Reduction Act Notice, see your tax return instructions. Cat No. 11338H Schedule D Form 1040 or 1040-SR) 2019 Schedule D Form 1040 or 1040-SP 2019 Part III Summary HEDU om 1040 rede 16 16 Combine lines 7 and 15 and enter the result If line 16 is a gain, enter the amount from line 16 on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14. Then go to line 17 below. If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete line 22. If line 16 is zero, skip lines 17 through 21 below and enter-O-on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14. Then go to line 22. 17 Are lines 15 and 16 both gains? Yes. Go to line 18. No. Skip lines 18 through 21, and go to line 22. 18 18 If you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the amount, if any, from line 7 of that worksheet 19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see instructions), enter the amount, if any, from line 18 of that worksheet 20 Are lines 18 and 19 both zero or blank? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Forms 1040 and 1040-SR, line 12a (or in the instructions for Form 1040-NR, line 42). Don't complete lines 21 and 22 below. 19 No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21- and 22 below. 21 If line 16 is a loss, enter here and on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14, the smaller of: The loss on line 16; or . ($3,000), or if married filing separately. ($1,500) 21 Note: When figuring which amount is smaller, treat both amounts as positive numbers. Do you have qualified dividends on Form 1040 or 1040-SR, line 3a; or Form 1040-NR, line 10b? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Forms 1040 and 1040-SR, line 12a (or in the instructions for Form 1040-NR, line 42). No. Complete the rest of Form 1040, 1040-SR, or 1040-NR. Schedule D (Form 1040 or 1040-SR) 2019 Names shown on Form 1040 or 1040-SR SEDULE 1 Additional Income and Adjustments to Income Attach to Form 1040 or 1040-SR. Go to www.irs.gov/Form 1040 for instructions and the latest Information. 1040 or 1040-SR) OMB No 1545-0074 apartment of the Treasury ornal Revenue Service 2019 Attachment Sequence No. 01 Your social security number At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? . Partl Additional Income Yes No 1 Taxable refunds, credits, or offsets of state and local income taxes. 2a Alimony received b Date of original divorce or separation agreement (see instructions) 3 Business income or loss). Attach Schedule C 3 4 Other gains or losses). Attach Form 4797 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. 6 Farm income or (loss). Attach Schedule F 7 Unemployment compensation 8 Other income. List type and amount 1 20 5 6 7 8 9 9 Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a Part II Adjustments to Income 10 Educator expenses 11 10 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 11 12 Health savings account deduction. Attach Form 8889 12 13 Moving expenses for members of the Armed Forces. Attach Form 3903 13 14 Deductible part of self-employment tax. Attach Schedule SE. 14 15 Self-employed SEP, SIMPLE, and qualified plans. 15 16 Self-employed health insurance deduction 16 17 Penalty on early withdrawal of savings 17 18a Alimony paid. 18a b Recipient's SSN c Date of original divorce or separation agreement (see instructions) 19 IRA deduction 19 20 Student loan interest deduction 20 21 21 Tuition and fees. Attach Form 8917 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040 or 22 1040-SR, line 8a Cat. No. 71479F Schedule 1 (Form 1040 or 1040-SR) 2019 For Paperwork Reduction Act Notice, see your tax return instructions. ng Status aucony bok Income Tax Return 2019 ONS No. 1545-0074 Oryan Single Married filing jointly Married Wing separately (MFS) Head of household OH Qualitying widower Om If you checked the MFS box, enter the name of spouse. If you checked the HOH Crow box, enter the child's name the qualitying person is a child but not your dependent Last name Your social security number Your first name and middle initial joint return, spouse's first name and middle initial Spouse's social security number Home address number and street. If you have a P.O. box, see instructions Apt. no. Presidential Election Campaign Check it you or your use ting City, town or post office, state, and ZIP code. If you have a foreign address, also completo spaces below to instruction) Jointly want to go to this and Checking a box below will not change your tax or refund. You ou Foreign country name Foreign province/stat/county Foreign postal code If more than four dependents se instructions and / hore Standard Someone can claim You as a dependent Your spouse as a dependent Deduction Spouse items on a separate return or you were a dual status in Age/Blindness You Were bom before January 2, 1955 Are blind Spouse: Was bombefore January 2, 1955 Is blind Dependents (see instructions): Social security number (3) Relationship to you (4) / if qualified for instructions: Child tax credit Credit for other dependents (1) First name Last name 1 2b 3b 46 o 4d 6 Ta 1 Wages, salaries, tips, etc. Attach Form(s) W-2 2a Tax-exempt interest 2a b Taxable interest. Attach Sch. Bif required 3a Qualified dividends. 3a Standard b Ordinary dividends. Attach Sch. Bif required Deduction for IRA distributions. 4a b Taxable amount - Single or Married 40 Pensions and annuities filing separately d Taxable amount $12,200 Social security benefits 58 b Taxable amount Married ning 6 jorty or Quallying Capital gain or loss). Attach Schedule Dif required. If not required, check here widowier). 7a Other Income from Schedule 1, line 9 $24.400 Head of b Add lines 1, 26, 30, 45, 4d, 5, 6, and 7a. This is your total income household Ba $18.350 Adjustments to income from Schedule 1, line 22 If you checked b Subtract line 8a from line 7b. This is your adjusted gross incomo any box under 9 Standard Standard deduction or itemized deductions (from Schedule A) 9 Deduction, 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 see instructions 11a Add lines 9 and 10 b Taxable income. Subtract line 11a from line Bb. If zero or loss, enter-O- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, se separate Instructions. Cat No. 113200 Tb ba Bb 11a 11b Form 1040 2010) In 2018, Caitlyn Smith's husband Ben passed away. The next year she moved from Louisiana to Texas. Caitlyn has not remarried as of the end of 2020 and currently lives in Portland, TX with her three children (ages as of the end of the year): Elizabeth (23), Joshua (16), and Anthony (11). Caitlyn would like to determine her federal income tax under the filing status that is most advantageous for her. Caitlyn reported the following information: . Caitlyn's social security number is 194-38-4528 Elizabeth's social security number is 842-48-5684 Joshua's social security number is 842-43-8495 Anthony's social security number is 842-65-8429 Caitlyn's mailing address is 23 Freedom Road Portland, Texas, 78374 . Elizabeth is single and enrolled as a full-time graduate student at TAMUCC (EIN 33-9654387). TAMUCC's address is 6300 Ocean Dr., Corpus Christi, TX. 78412. She completed her bachelor's degree in 2019 and is in her fifth year of full-time higher education schooling. While at school, Elizabeth works part-time at TAMUCC to help with her living expenses earning $00.3,2 Caitlyn paid for Elizabeth's rent, books, tuition, food, clothes, medicine, and other support items which totaled over $16,200 of support for the year. TAMUCC provided Elizabeth with a Form 1098-T at year end. Elizabeth's higher education expenses for her university studies were as follows: Tuition $6,825 Books $2,250 In order to for Caitlyn to maintain a full-time job, she sends Anthony to a day care program after school five days a week paying $4,800 for his care. The day care details are as follows: Legacy Preschool 902 Moore Ave Portland, TX EIN: 34-8324659 Caitlyn's W-2s for the year reported the following: Employer Gross Wages Federal Income Tax Withholding $4,250 $290 Workforce Commission Portland Real Estate $52,835 $2,900 Caitlyn's employers withheld all applicable and appropriate payroll taxes. On January 1, 2019 (prior year), Caitlyn started a side hustle selling Rodan and Fields. She doesn't have to carry inventory because everything is shipped directly from Corporate, but she does maintain a website and sends samples to her customers and potential customers. She also hosts an event each year to launch new products. This business has allowed her to earn additional money in her spare time to help support her daughter in college. She uses the cash method of accounting and did not have any obligation to file a Form 1099 to any payee during the year. Caitlyn reported the following revenue and expenses for her business this year: Gross Revenue $4,800 Sample supplies $ 350 New Product Launch Event $ 225 Web site hosting fee $ 360 Caitlyn sold a couple of stocks she had been holding in order to send her kids to visit their grandparents this past summer. The sales were reported on form 1099-B to her and their basis reported to the IRS Asset Date Purchased Date Sold Purchase Selling Price Price 4/4/19 5/17/20 $7,510 Mohawk Industries stock $12,850 TXU Stock 9/15/19 5/17/20 $5,000 $3,650 Caitlyn also received the following amounts in 2020: 500 Life Insurance Payment-Mutual Life (Father's passing) $182,000 Cash gift from her mom $ 9,500 Interest income-First Bank of Portland $ Interest income-GE Bond $ 3,800 Interest income-G-PISD Municipal Bond $ 4,450 Interest income-San Pat County Improvement District Bond $ 1,250 LA state income tax refund $ 400 *Refund was from state tax she paid in 2019. Caitlyn deducted all her state taxes as itemized deductions, and received full tax benefit for the deductions, on her 2019 federal tax return. Caitlyn made the following payments during 2020: Dentist (unreimbursed by insurance) $1,850 Doctors (unreimbursed by insurance) $ 625 Prescriptions (unreimbursed by insurance) $ 190 Real property taxes on residence $7,700 State sales tax paid $2,530 Vehicle registration fee based upon age of vehicle $ 125 Mortgage interest on principal residence (Form 1098 received) $6,000 Interest on Mastercard credit card Contribution to the American Cancer Society Contribution to the United Way Contribution to First Baptist Church Corpus Christi Contribution to Baylor University $2,500 $ 525 $1,000 $3,650 $ 350 Caitlyn wants to contribute to the Presidential Election Campaign Fund. She would like to receive a refund (if any) of any tax she may have overpaid for the year. Her preferred method of receiving the refund is by check. Instructions: 1. Complete the 2020 federal income tax return for Caitlyn Smith. If required information is missing, use reasonable assumptions to fill in the gaps. Schedules C(business income), SE (self- employment tax), and 8812 (child tax credits) and Forms 2441 (child and dependent care credits) and 8863 (education credits) may be helpful to you when completing the necessary calculations for these forms, but do not need to be submitted. In excel, document any calculations you used to fill in the following required forms and schedules: 1040 b. Schedule 1 C. Schedule D d. Form 8949 e. Schedule 2 f. Schedule 3 a. 2. Upload an excel file with your calculation of your tax liability. Department of the Treasury Intemal Revenue Service Name() shown on Form 1040 or 1040-SR Attach to Form 1040 or 1040-SR. Go to www.irs.gov/Form 1040 for Instructions and the latest information. 2019 Attachment Secuence No. 03 Your social security number 1 2 3 4 5 6 7 . Partl Nonrefundable Credits 1 Foreign tax credit. Attach Form 1116 if required 2 Credit for child and dependent care expenses. Attach Form 2441 3 Education credits from Form 8863, line 19 4 Retirement savings contributions credit. Attach Form 8880 5 Residential energy credits. Attach Form 5695 6 Other credits from Form: a 3800 b 8801 co 7 Add lines 1 through 6. Enter here and include on Form 1040 or 1040-SR, line 13b Part II Other Payments and Refundable Credits 8 2019 estimated tax payments and amount applied from 2018 return 9 Net premium tax credit. Attach Form 8962 10 Amount paid with request for extension to file (see instructions) 11 Excess social security and tier 1 RRTA tax withheld 12 Credit for federal tax on fuels. Attach Form 4136. 13 Credits from Form: a 2439 b Reserved c 8885 do 14 Add lines 8 through 13. Enter here and on Form 1040 or 1040-SR, line 18d For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71480G 8 9 10 11 12 13 14 Schedule 3 (Form 1040 or 1040-SR) 2019 HEDULE 2 Form 1040 or 1040-SR) Additional Taxes OMB No 1545-0074 Department of the Treasury Attach to Form 1040 or 1040-SR. 2019 Internal Revenue Service Go to www.ins-gowl Form 1040 for instructions and the latest information Arachent Names shown on Form 1040 or 1040-SR Sequence No. 02 Your social security number Partl Tax 1 Alternative minimum tax. Attach Form 6251 1 2 Excess advance premium tax credit repayment. Attach Form 8962 2 3 Add lines 1 and 2. Enter here and include on Form 1040 or 1040-SR, line 12b 3 Part II Other Taxes 4 Self-employment tax. Attach Schedule SE. 4 5 Unreported social security and Medicare tax from Form: a 4137 b8919 5 6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form 5329 if required. 6 7a Household employment taxes. Attach Schedule H 7a b Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if required 7b 8 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 8 9 Section 965 net tax liability installment from Form 965-A 9 10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form 1040 or 1040-SR, line 15. 10 For Paperwork Reduction Act Notice, see your tax return instructions. Cat No. 71478U Schedule 2 Form 1040 or 1040-SR) 2019 --- Dorm 1040 1040-S Capital Gains and Losses Ach Form 104, 1040-GR. 104- Ge www.insgow Schedule for me Use Form to your comfort, 2.10. 2019 12 Did you dispose of any investment in a qualified opportunity fund during the tax year? Yes Yes."attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss No Parti Short-Term Capital Gains and Losses-Generally Assets Held One Year or Less (see instructions Seo Instructions for how to figure the amounts to enter on the lines below. This form may be easier to complete if you round off cerits to whole dollars 1a Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b 1b Totals for all transactions reported on Forms) 8949 with Box A checked 2 Totals for all transactions reported on Formis) 8949 with Box B checked 3 Totals for all transactions reported on Form) 8949 with Box C checked 4 Short-term gain from Form 6252 and short-term gain or loss from Forms 4684,6781, and 3624 5 Net short-term gain or loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 5 6 Short-term capital loss carryover. Enter the amount, any, from line 8 of your Capital Loss Carryover 6 Worksheet in the instructions 7 Net short-term capital gain or loss). Combine lines ta through 6 in column you have any long- term capital gains or losses, go to Part Il below. Otherwise, go to Part on the back Part II Long-Term Capital Gains and Losses-Generally Assets Held More Than One Year (see instructions) Gain or los See Instructions for how to figure the amounts to enter on the Adustments Subtract column lines below. Proces Cost to gain or loss from from column and This form may be easier to complete if you round off cents to sale price For 1940, Part combine the in 2. column with column whole dollars. 4 7 8a Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b. 8b Totals for all transactions reported on Form(s) 8949 with Box D checked 9 Totals for all transactions reported on Form(s) 8949 with Box E checked 10 Totals for all transactions reported on Form(s) 8949 with Box F checked. 11 Gain from Form 4797, Part 1; long-term gain from Forms 2439 and 6252; and long-term gain or loss) from Forms 4684, 6781, and 8824 11 12 Net long-term gain or loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 12 13 Capital gain distributions. See the instructions 13 14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions 14 15 Net long-term capital gain or loss). Combine lines Ba through 14 in column (h. Then go to Part III on 15 the back. or Paperwork Reduction Act Notice, see your tax return instructions. Cat No. 11338H Schedule D Form 1040 or 1040-SR) 2019 Schedule D Form 1040 or 1040-SP 2019 Part III Summary HEDU om 1040 rede 16 16 Combine lines 7 and 15 and enter the result If line 16 is a gain, enter the amount from line 16 on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14. Then go to line 17 below. If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete line 22. If line 16 is zero, skip lines 17 through 21 below and enter-O-on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14. Then go to line 22. 17 Are lines 15 and 16 both gains? Yes. Go to line 18. No. Skip lines 18 through 21, and go to line 22. 18 18 If you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the amount, if any, from line 7 of that worksheet 19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see instructions), enter the amount, if any, from line 18 of that worksheet 20 Are lines 18 and 19 both zero or blank? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Forms 1040 and 1040-SR, line 12a (or in the instructions for Form 1040-NR, line 42). Don't complete lines 21 and 22 below. 19 No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21- and 22 below. 21 If line 16 is a loss, enter here and on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14, the smaller of: The loss on line 16; or . ($3,000), or if married filing separately. ($1,500) 21 Note: When figuring which amount is smaller, treat both amounts as positive numbers. Do you have qualified dividends on Form 1040 or 1040-SR, line 3a; or Form 1040-NR, line 10b? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Forms 1040 and 1040-SR, line 12a (or in the instructions for Form 1040-NR, line 42). No. Complete the rest of Form 1040, 1040-SR, or 1040-NR. Schedule D (Form 1040 or 1040-SR) 2019 Names shown on Form 1040 or 1040-SR SEDULE 1 Additional Income and Adjustments to Income Attach to Form 1040 or 1040-SR. Go to www.irs.gov/Form 1040 for instructions and the latest Information. 1040 or 1040-SR) OMB No 1545-0074 apartment of the Treasury ornal Revenue Service 2019 Attachment Sequence No. 01 Your social security number At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? . Partl Additional Income Yes No 1 Taxable refunds, credits, or offsets of state and local income taxes. 2a Alimony received b Date of original divorce or separation agreement (see instructions) 3 Business income or loss). Attach Schedule C 3 4 Other gains or losses). Attach Form 4797 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. 6 Farm income or (loss). Attach Schedule F 7 Unemployment compensation 8 Other income. List type and amount 1 20 5 6 7 8 9 9 Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a Part II Adjustments to Income 10 Educator expenses 11 10 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 11 12 Health savings account deduction. Attach Form 8889 12 13 Moving expenses for members of the Armed Forces. Attach Form 3903 13 14 Deductible part of self-employment tax. Attach Schedule SE. 14 15 Self-employed SEP, SIMPLE, and qualified plans. 15 16 Self-employed health insurance deduction 16 17 Penalty on early withdrawal of savings 17 18a Alimony paid. 18a b Recipient's SSN c Date of original divorce or separation agreement (see instructions) 19 IRA deduction 19 20 Student loan interest deduction 20 21 21 Tuition and fees. Attach Form 8917 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040 or 22 1040-SR, line 8a Cat. No. 71479F Schedule 1 (Form 1040 or 1040-SR) 2019 For Paperwork Reduction Act Notice, see your tax return instructions. ng Status aucony bok Income Tax Return 2019 ONS No. 1545-0074 Oryan Single Married filing jointly Married Wing separately (MFS) Head of household OH Qualitying widower Om If you checked the MFS box, enter the name of spouse. If you checked the HOH Crow box, enter the child's name the qualitying person is a child but not your dependent Last name Your social security number Your first name and middle initial joint return, spouse's first name and middle initial Spouse's social security number Home address number and street. If you have a P.O. box, see instructions Apt. no. Presidential Election Campaign Check it you or your use ting City, town or post office, state, and ZIP code. If you have a foreign address, also completo spaces below to instruction) Jointly want to go to this and Checking a box below will not change your tax or refund. You ou Foreign country name Foreign province/stat/county Foreign postal code If more than four dependents se instructions and / hore Standard Someone can claim You as a dependent Your spouse as a dependent Deduction Spouse items on a separate return or you were a dual status in Age/Blindness You Were bom before January 2, 1955 Are blind Spouse: Was bombefore January 2, 1955 Is blind Dependents (see instructions): Social security number (3) Relationship to you (4) / if qualified for instructions: Child tax credit Credit for other dependents (1) First name Last name 1 2b 3b 46 o 4d 6 Ta 1 Wages, salaries, tips, etc. Attach Form(s) W-2 2a Tax-exempt interest 2a b Taxable interest. Attach Sch. Bif required 3a Qualified dividends. 3a Standard b Ordinary dividends. Attach Sch. Bif required Deduction for IRA distributions. 4a b Taxable amount - Single or Married 40 Pensions and annuities filing separately d Taxable amount $12,200 Social security benefits 58 b Taxable amount Married ning 6 jorty or Quallying Capital gain or loss). Attach Schedule Dif required. If not required, check here widowier). 7a Other Income from Schedule 1, line 9 $24.400 Head of b Add lines 1, 26, 30, 45, 4d, 5, 6, and 7a. This is your total income household Ba $18.350 Adjustments to income from Schedule 1, line 22 If you checked b Subtract line 8a from line 7b. This is your adjusted gross incomo any box under 9 Standard Standard deduction or itemized deductions (from Schedule A) 9 Deduction, 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 see instructions 11a Add lines 9 and 10 b Taxable income. Subtract line 11a from line Bb. If zero or loss, enter-O- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, se separate Instructions. Cat No. 113200 Tb ba Bb 11a 11b Form 1040 2010)