The forms are bellow:
Project Scenario Chris and Stefani Mishawaka live with their two sons at 1400 Victoria Lane, South Bend, IN 46619. Chris is an accountant who has his own accounting practice. Stefani is an elementary school teacher. Their sons, Justin and Jordan, are ages 13 and 10, respectively. The following is additional information regarding the Mishawaka family. Social security numbers for the Mishawaka family: Chris 412-34-5670 Stefani 412-34-56711 Justin 412-34-5672 Jordan 412-34-5673 They paid $4,500 to Friendly Hills Child Care center for after-school care for both Justin and Jordan, allocated equally. The address is 2 River Dr, Niles, MI 49120 and their ID number is 22- 1234567. Stefani's W-2 from the South Bend school district showed the following: Wages = $ 56,925.04 Federal W/H = $ 7,085.90 Social security wages = $ 56,925.04 Social security W/H = $ 3,529.35 Medicare wages = $ 56,925.04 Medicare W/H = $ $825-41 Indiana W/H = $ 2,105.75 Chris's accounting business is located in downtown South Bend. His business had the following income and expense information for the year: Gross Revenues $165,000 Expenses: Advertising 2,100 Insurance 1,200 Legal Fees 10,500 Office Supplies 800 Rent 24,000 Travel 6,945 Meals 2,400 Utilities 2,800 Wages 34,000 Dues 650 Additionally, Chris and Stefani paid the following expenses during the year: Medical and dental expenses $ 4,500 Property tax (home on Victoria Lane) 3,750 State income taxes with the 2018 return 3,900 Donations to the church (cash) 3,500 Mortgage interest (home on Victoria Lane) 16,900 Stefani paid $950 in classroom expenses for her class Chris and Stefani also earned $975 of interest income from Chase Bank during the year Lastly, Chris and Stefani own a three-bedroom cabin in Big Bear Lake (they bought it in January of 2007 for $300,000). The address is 3105 Stonehedge Road, Big Bear Lake, MI 48190. They did not use the property for personal use at any time during the year. The revenue and expenses for the Big Bear Lake rental property are as follows: $ 18,000 Rental income Expenses: Insurance Property taxes Auto (standard mileage) Management fees Repairs and maintenance Mortgage interest Depreciation Utilities 1,200 2,500 267 1,600 1,100 2.000 Calculate 450 The Mishawakas also made $13,000 and $9,000 in federal and Indiana estimated income tax payments, respectively, on 12/31/19. Required Prepare the Mishawakas' federal tax return for 2019. Use Form 1040, Schedule A, Schedule C, Schedule E, Schedule SE, and any additional schedules or forms they may need (for example, Schedule 1, 2, and 3). The Mishawakas had qualifying health care coverage at all times during the tax year. They do not want to contribute to the presidential election campaign, and they do not want anyone to be a third-party designee. For any missing information, make reasonable assumptions. 1040 Department of the Treasury-Internal Revenue Service (99) U.S. Individual Income Tax Return 2019 OMB No. 1545-0074 IRS Use Only-Do not write staple in this space. Filing Status Single O Married filing jointly 0 Married filing separately (MFS) Head of household (HOH) D Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box. a child but not your dependent. Your first name and middle initial Last name Your social security number If joint return, spouse's first name and middle initial Last name Spouse's social security number Apt. no. Presidential Election Campaign Home address (number and street). If you have a P.O. box, see instructions. Check here if you, or your spouse if filing jointly, want $3 to go to this fund. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Checking a box below will not change your tax or refund. You Spouse Foreign country name Foreign province/state/county Foreign postal code If more than four dependents, see instructions and here Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You Were born before January 2, 1955 Are blind Spouse: I was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): (1) First name Last name Child tax credit Credit for other dependents 1 1 2a 2b Wages, salaries, tips, etc. Attach Form(s) W-2 Tax-exempt interest. 2a Qualified dividends IRA distributions. 4a b Taxable interest. Attach Sch. B if required b Ordinary dividends. Attach Sch. B if required b Taxable amount 3b 4a 4b Pensions and annuities 4c d Taxable amount 4d 5a 5b 6 6 7a 7a Standard Deduction for- Single or Married filing separately, $12,200 Married filing jointly or Qualifying widow(er), $24,400 Head of household, $18,350 If you checked any box under Standard Deduction, see instructions. b 7b Social security benefits. 5a b Taxable amount Capital gain or loss). Attach Schedule D if required. If not required, check here Other income from Schedule 1, line 9 Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income Adjustments to income from Schedule 1, line 22 Subtract line 8a from line 7b. This is your adjusted gross income Standard deduction itemized deductions (from Schedule A) 9 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 8 8 b 8b 9 10 11a Add lines 9 and 10 11a 11b b Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2019) Page 2 18 a b Form 1040 (2019) 12a Tax (see inst.) Check if any from Form(s): 1 8814 2 4972 3 0 12a b Add Schedule 2, line 3, and line 12a and enter the total 12b 13a Child tax credit or credit for other dependents . . 13a b Add Schedule 3, line 7, and line 13a and enter the total 13b 14 Subtract line 13b from line 12b. If zero or less, enter-O- 14 15 Other taxes, including self-employment tax, from Schedule 2, line 10 15 16 Add lines 14 and 15. This is your total tax. 16 17 Federal income tax withheld from Forms W-2 and 1099 W 17 . If you have a Other payments and refundable credits: qualifying child, Earned income credit (EIC). 18a attach Sch. EIC. If you have 18b Additional child tax credit. Attach Schedule 8812 nontaxable American opportunity credit from Form 8863, line 8 18c combat pay, see instructions. d Schedule 3, line 14 . 18d Add lines 18a through 18d. These are your total other payments and refundable credits 18e 19 Add lines 17 and 18e. These are your total payments 19 Refund 20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here 21a Direct deposit? Routing number Type: Checking Savings See instructions Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 23 You Owe 24 Estimated tax penalty (see instructions). .. 24 Third Party Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions. Yes. Complete below. Designee O No (Other than Designee's Phone Personal identification paid preparer) name . number (PIN) e 20 Hallo Sign Here Under penalties of perjury, I declare that I have examined this return 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. Your signature Date Your occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) Joint return? See instructions. Keep a copy for your records. Spouse's signature. If a joint return, both must sign. Date Spouse's occupation Phone no. Email address Preparer's name Preparer's signature Date PTIN Check if: Paid Preparer Use Only 3rd Party Designee Self-employed Firm's name Phone no. Firm's address Firm's EIN Go to www.irs.gov/Form 1040 for instructions and the latest information. Form 1040 (2019) 2019 Tax Rate Schedules The Tax Rate Schedules are shown so you can see the tax rate that applies to all levels of taxable income. CAUTION The tax is: of the amount over- Schedule X-If your filing status is Single If your taxable income is: But not Over- over- $0 $9,700 9,700 39,475 39,475 84,200 84,200 160,725 160,725 204,100 204,100 510,300 510,300 10% $970.00 + 12% 4,543.00 + 22% 14,382.50 +24% 32,748.50 + 32% 46,628.50 + 35% 153,798.50 +37% $0 9,700 39,475 84,200 160,725 204,100 510,300 over- Schedule Y-1-If your filing status is Married filing jointly or Qualifying widow(er) If your taxable The tax is: income is: of the But not Over- amount over- $0 $19,400 10% SO 19,400 78,950 $1,940.00 + 12% 19,400 78,950 168,400 9,086.00 + 22% 78,950 168,400 321,450 28,765.00 + 24% 168,400 321,450 408,200 65,497.00 + 32% 321,450 612,350 93,257.00 + 35% 408,200 612,350 164,709.50 + 37% 612,350 408,200 Schedule Y-2-If your filing status is Married filing separately If your taxable The tax is: income is: But not Over- over- $0 $9,700 10% 9,700 39,475 $970.00 + 12% 39,475 84,200 4,543.00 + 22% 84,200 160,725 14,382.50 +24% 160,725 204,100 32,748.50 + 32% 204,100 306,175 46,628.50 + 35% 306,175 82,354.75 +37% of the amount over- $0 9,700 39,475 84,200 160,725 204,100 306,175 of the amount over- $0 Schedule 2 If your filing status is Head of household If your taxable The tax is: income is: But not Over- over- $0 $13,850 10% 13,850 52,850 $1,385.00 + 12% 52,850 84,200 6,065.00 + 22% 84,200 160,700 12,962.00 + 24% 160,700 204,100 31,322.00 + 32% 204,100 510,300 45,210.00 + 35% 510,300 152,380.00 + 37% 13,850 52,850 84,200 160,700 204,100 510,300 OMB No. 1545-0074 SCHEDULE 2 (Form 1040 or 1040-SR) Additional Taxes 2019 Department of the Treasury Internal Revenue Service Name(s) 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. Attachment Sequence No. 02 Your social security number 1 2 4 Part 1 Tax 1 Alternative minimum tax. Attach Form 6251 2 Excess advance premium tax credit repayment. Attach Form 8962. 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. 5 Unreported social security and Medicare tax from Form: a 0 4137 b 8919 5 6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form 5329 if required. ... 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 old 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 6 2019 and 4 SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040 or 1040-SR) Go to www.irs.gov/ScheduleA for instructions and the latest information. (Rev. January 2020) Attach to Form 1040 or 1040-SR. Department of the Treasury Attachment Internal Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07 Name(s) shown on Form 1040 or 1040-SR Your social security number Donna Harp Medical Caution: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) 1 Dental 2 Enter amount from Form 1040 or 1040-SR, line 8b 2 Expenses 3 Multiply line 2 by 7.5% (0.075). 3 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter-O- Taxes You 5 State and local taxes. Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box D 5a b State and local real estate taxes (see instructions) 5b c State and local personal property taxes 5c d Add lines 5a through 5c. 5d e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) 5e 6 Other taxes. List type and amount 6 7 Add lines 5e and 6 7 Interest 8 Home mortgage interest and points. If you didn't use all of your home You Paid mortgage loan(s) to buy, build, or improve your home, see Caution: Your instructions and check this box mortgage interest deduction may be a Home mortgage interest and points reported to you on Form 1098. limited (see See instructions if limited 8a instructions). b Home mortgage interest not reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and addroco Home mortgage interest hot reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address 8b 9 c Points not reported to you on Form 1098. See instructions for special rules 8C d Mortgage insurance premiums (see instructions). 8d e Add lines 8a through 8d 8e 9 Investment interest. Attach Form 4952 if required. See instructions 10 Add lines 8e and 9 10 Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see Charity instructions 11 Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more, made a gift and see instructions. You must attach Form 8283 if over $500. 12 got a benefit for it, see instructions. 13 Carryover from prior year 13 14 Add lines 11 through 13 14 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions 15 Other 16 Other-from list in instructions. List type and amount Itemized Deductions 16 Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Itemized Form 1040 or 1040-SR, line 9 17 Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, check this box For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Cat. No. 17145C Schedule A (Form 1040 or 1040-SR) 2019 Project Scenario Chris and Stefani Mishawaka live with their two sons at 1400 Victoria Lane, South Bend, IN 46619. Chris is an accountant who has his own accounting practice. Stefani is an elementary school teacher. Their sons, Justin and Jordan, are ages 13 and 10, respectively. The following is additional information regarding the Mishawaka family. Social security numbers for the Mishawaka family: Chris 412-34-5670 Stefani 412-34-56711 Justin 412-34-5672 Jordan 412-34-5673 They paid $4,500 to Friendly Hills Child Care center for after-school care for both Justin and Jordan, allocated equally. The address is 2 River Dr, Niles, MI 49120 and their ID number is 22- 1234567. Stefani's W-2 from the South Bend school district showed the following: Wages = $ 56,925.04 Federal W/H = $ 7,085.90 Social security wages = $ 56,925.04 Social security W/H = $ 3,529.35 Medicare wages = $ 56,925.04 Medicare W/H = $ $825-41 Indiana W/H = $ 2,105.75 Chris's accounting business is located in downtown South Bend. His business had the following income and expense information for the year: Gross Revenues $165,000 Expenses: Advertising 2,100 Insurance 1,200 Legal Fees 10,500 Office Supplies 800 Rent 24,000 Travel 6,945 Meals 2,400 Utilities 2,800 Wages 34,000 Dues 650 Additionally, Chris and Stefani paid the following expenses during the year: Medical and dental expenses $ 4,500 Property tax (home on Victoria Lane) 3,750 State income taxes with the 2018 return 3,900 Donations to the church (cash) 3,500 Mortgage interest (home on Victoria Lane) 16,900 Stefani paid $950 in classroom expenses for her class Chris and Stefani also earned $975 of interest income from Chase Bank during the year Lastly, Chris and Stefani own a three-bedroom cabin in Big Bear Lake (they bought it in January of 2007 for $300,000). The address is 3105 Stonehedge Road, Big Bear Lake, MI 48190. They did not use the property for personal use at any time during the year. The revenue and expenses for the Big Bear Lake rental property are as follows: $ 18,000 Rental income Expenses: Insurance Property taxes Auto (standard mileage) Management fees Repairs and maintenance Mortgage interest Depreciation Utilities 1,200 2,500 267 1,600 1,100 2.000 Calculate 450 The Mishawakas also made $13,000 and $9,000 in federal and Indiana estimated income tax payments, respectively, on 12/31/19. Required Prepare the Mishawakas' federal tax return for 2019. Use Form 1040, Schedule A, Schedule C, Schedule E, Schedule SE, and any additional schedules or forms they may need (for example, Schedule 1, 2, and 3). The Mishawakas had qualifying health care coverage at all times during the tax year. They do not want to contribute to the presidential election campaign, and they do not want anyone to be a third-party designee. For any missing information, make reasonable assumptions. 1040 Department of the Treasury-Internal Revenue Service (99) U.S. Individual Income Tax Return 2019 OMB No. 1545-0074 IRS Use Only-Do not write staple in this space. Filing Status Single O Married filing jointly 0 Married filing separately (MFS) Head of household (HOH) D Qualifying widow(er) (QW) Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box. a child but not your dependent. Your first name and middle initial Last name Your social security number If joint return, spouse's first name and middle initial Last name Spouse's social security number Apt. no. Presidential Election Campaign Home address (number and street). If you have a P.O. box, see instructions. Check here if you, or your spouse if filing jointly, want $3 to go to this fund. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Checking a box below will not change your tax or refund. You Spouse Foreign country name Foreign province/state/county Foreign postal code If more than four dependents, see instructions and here Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You Were born before January 2, 1955 Are blind Spouse: I was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): (1) First name Last name Child tax credit Credit for other dependents 1 1 2a 2b Wages, salaries, tips, etc. Attach Form(s) W-2 Tax-exempt interest. 2a Qualified dividends IRA distributions. 4a b Taxable interest. Attach Sch. B if required b Ordinary dividends. Attach Sch. B if required b Taxable amount 3b 4a 4b Pensions and annuities 4c d Taxable amount 4d 5a 5b 6 6 7a 7a Standard Deduction for- Single or Married filing separately, $12,200 Married filing jointly or Qualifying widow(er), $24,400 Head of household, $18,350 If you checked any box under Standard Deduction, see instructions. b 7b Social security benefits. 5a b Taxable amount Capital gain or loss). Attach Schedule D if required. If not required, check here Other income from Schedule 1, line 9 Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income Adjustments to income from Schedule 1, line 22 Subtract line 8a from line 7b. This is your adjusted gross income Standard deduction itemized deductions (from Schedule A) 9 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 8 8 b 8b 9 10 11a Add lines 9 and 10 11a 11b b Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0- For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2019) Page 2 18 a b Form 1040 (2019) 12a Tax (see inst.) Check if any from Form(s): 1 8814 2 4972 3 0 12a b Add Schedule 2, line 3, and line 12a and enter the total 12b 13a Child tax credit or credit for other dependents . . 13a b Add Schedule 3, line 7, and line 13a and enter the total 13b 14 Subtract line 13b from line 12b. If zero or less, enter-O- 14 15 Other taxes, including self-employment tax, from Schedule 2, line 10 15 16 Add lines 14 and 15. This is your total tax. 16 17 Federal income tax withheld from Forms W-2 and 1099 W 17 . If you have a Other payments and refundable credits: qualifying child, Earned income credit (EIC). 18a attach Sch. EIC. If you have 18b Additional child tax credit. Attach Schedule 8812 nontaxable American opportunity credit from Form 8863, line 8 18c combat pay, see instructions. d Schedule 3, line 14 . 18d Add lines 18a through 18d. These are your total other payments and refundable credits 18e 19 Add lines 17 and 18e. These are your total payments 19 Refund 20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here 21a Direct deposit? Routing number Type: Checking Savings See instructions Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 23 You Owe 24 Estimated tax penalty (see instructions). .. 24 Third Party Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions. Yes. Complete below. Designee O No (Other than Designee's Phone Personal identification paid preparer) name . number (PIN) e 20 Hallo Sign Here Under penalties of perjury, I declare that I have examined this return 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. Your signature Date Your occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) Joint return? See instructions. Keep a copy for your records. Spouse's signature. If a joint return, both must sign. Date Spouse's occupation Phone no. Email address Preparer's name Preparer's signature Date PTIN Check if: Paid Preparer Use Only 3rd Party Designee Self-employed Firm's name Phone no. Firm's address Firm's EIN Go to www.irs.gov/Form 1040 for instructions and the latest information. Form 1040 (2019) 2019 Tax Rate Schedules The Tax Rate Schedules are shown so you can see the tax rate that applies to all levels of taxable income. CAUTION The tax is: of the amount over- Schedule X-If your filing status is Single If your taxable income is: But not Over- over- $0 $9,700 9,700 39,475 39,475 84,200 84,200 160,725 160,725 204,100 204,100 510,300 510,300 10% $970.00 + 12% 4,543.00 + 22% 14,382.50 +24% 32,748.50 + 32% 46,628.50 + 35% 153,798.50 +37% $0 9,700 39,475 84,200 160,725 204,100 510,300 over- Schedule Y-1-If your filing status is Married filing jointly or Qualifying widow(er) If your taxable The tax is: income is: of the But not Over- amount over- $0 $19,400 10% SO 19,400 78,950 $1,940.00 + 12% 19,400 78,950 168,400 9,086.00 + 22% 78,950 168,400 321,450 28,765.00 + 24% 168,400 321,450 408,200 65,497.00 + 32% 321,450 612,350 93,257.00 + 35% 408,200 612,350 164,709.50 + 37% 612,350 408,200 Schedule Y-2-If your filing status is Married filing separately If your taxable The tax is: income is: But not Over- over- $0 $9,700 10% 9,700 39,475 $970.00 + 12% 39,475 84,200 4,543.00 + 22% 84,200 160,725 14,382.50 +24% 160,725 204,100 32,748.50 + 32% 204,100 306,175 46,628.50 + 35% 306,175 82,354.75 +37% of the amount over- $0 9,700 39,475 84,200 160,725 204,100 306,175 of the amount over- $0 Schedule 2 If your filing status is Head of household If your taxable The tax is: income is: But not Over- over- $0 $13,850 10% 13,850 52,850 $1,385.00 + 12% 52,850 84,200 6,065.00 + 22% 84,200 160,700 12,962.00 + 24% 160,700 204,100 31,322.00 + 32% 204,100 510,300 45,210.00 + 35% 510,300 152,380.00 + 37% 13,850 52,850 84,200 160,700 204,100 510,300 OMB No. 1545-0074 SCHEDULE 2 (Form 1040 or 1040-SR) Additional Taxes 2019 Department of the Treasury Internal Revenue Service Name(s) 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. Attachment Sequence No. 02 Your social security number 1 2 4 Part 1 Tax 1 Alternative minimum tax. Attach Form 6251 2 Excess advance premium tax credit repayment. Attach Form 8962. 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. 5 Unreported social security and Medicare tax from Form: a 0 4137 b 8919 5 6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form 5329 if required. ... 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 old 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 6 2019 and 4 SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040 or 1040-SR) Go to www.irs.gov/ScheduleA for instructions and the latest information. (Rev. January 2020) Attach to Form 1040 or 1040-SR. Department of the Treasury Attachment Internal Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07 Name(s) shown on Form 1040 or 1040-SR Your social security number Donna Harp Medical Caution: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) 1 Dental 2 Enter amount from Form 1040 or 1040-SR, line 8b 2 Expenses 3 Multiply line 2 by 7.5% (0.075). 3 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter-O- Taxes You 5 State and local taxes. Paid a State and local income taxes or general sales taxes. You may include either income taxes or general sales taxes on line 5a, but not both. If you elect to include general sales taxes instead of income taxes, check this box D 5a b State and local real estate taxes (see instructions) 5b c State and local personal property taxes 5c d Add lines 5a through 5c. 5d e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) 5e 6 Other taxes. List type and amount 6 7 Add lines 5e and 6 7 Interest 8 Home mortgage interest and points. If you didn't use all of your home You Paid mortgage loan(s) to buy, build, or improve your home, see Caution: Your instructions and check this box mortgage interest deduction may be a Home mortgage interest and points reported to you on Form 1098. limited (see See instructions if limited 8a instructions). b Home mortgage interest not reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and addroco Home mortgage interest hot reported to you on Form 1098. See instructions if limited. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying no., and address 8b 9 c Points not reported to you on Form 1098. See instructions for special rules 8C d Mortgage insurance premiums (see instructions). 8d e Add lines 8a through 8d 8e 9 Investment interest. Attach Form 4952 if required. See instructions 10 Add lines 8e and 9 10 Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see Charity instructions 11 Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more, made a gift and see instructions. You must attach Form 8283 if over $500. 12 got a benefit for it, see instructions. 13 Carryover from prior year 13 14 Add lines 11 through 13 14 Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions 15 Other 16 Other-from list in instructions. List type and amount Itemized Deductions 16 Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on Itemized Form 1040 or 1040-SR, line 9 17 Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction, check this box For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Cat. No. 17145C Schedule A (Form 1040 or 1040-SR) 2019
