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This assignment requires you to complete four tax forms ( Form 1 0 4 0 , Schedule 1 , Schedule B , and Qualified Dividends

This assignment requires you to complete four tax forms (Form 1040, Schedule 1, Schedule B, and Qualified Dividends and Capital Gain Tax Worksheet, using the provided taxpayer information. The forms provided are for tax year 2023(please disregard 2021 date on W2,1099-INT, and 1099-DIV).Alexander Smith and his wife Allison are married and will file a joint tax return for 2022. The Smiths live at 1234 Buena Vista Drive, Orlando, FL32830. Alexander is a commuter airline pilot but took 6 months off from his job in 2023 to obtain a higher-level pilots license. The Smiths have an 18-year-old son, Brad, who is enrolled in twelfth grade at the Walt Disney Prep School. The Smiths also have a 19-year-old daughter, Angelina, who is a part-time first-year student at Orange County Community College (OCCC). Angelina is married to Sean Shirker, who is 19 years old and also a part-time student at OCCC. Sean and Angelina have a 1-year-old child, Trask (Social Security number 115-45-7893). All the Shirkers live in an apartment near the Smiths. Angelina and Sean both also work part-time for Seans wealthy grandfather as apprentices in his business. The Shirkers wages for the year were $50,000 which allowed them to pay all the personal expenses for themselves and Trask.
Alexander Smith266-15-196609/22/1970Allison Smith266-34-196707/01/1971
Brad Smith261-55-212112/21/2005
Angelina Shirker261-45-121203/31/2004Sean Shirker546-78-123505/01/2004
Trask Shirker115-45-789310/21/2021
Five years ago, Alexander divorced Jennifer Amistad (Social Security number 341-55-6789). Alexander pays Jennifer $200 per month in alimony under the divorce decree.Not included with the Smiths tax forms was interest from State of Florida bonds of $145.00.
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