Use a computer software package such as Intuit ProConnect to complete Form 1040 for Albert and Allison Gaytor for 2019. Be sure to save your data input files since this case will be expanded with more tax information in later chapters. Make assumptions regarding any information not given.

1. Albert Gaytor and his wife Allison are married and file a joint return for 2019. The Gaytors live at 12340 Cocoshell Road, Coral Gables, FL 33134. Captain Gaytor is a charter fishing boat captain but took 6 months off from his job in 2019 to train and study for his Masters Captain's License. In 2019, Albert received a Form W-2 from his employer, Coconut Grove Fishing Charters, Inc.: Empoyce'a sodir y numb 266-51-1966 Employer identication number 60-3456789 Employer's arms, and Pood Coconut Grove Fishing Charters 2432 Bay Blvd. Coconut Grove, FL 33133 Bella Vot the WTO OMON 1545-0008 FASTI Une e file www.powe Vaak in the compensation For noen 67 023,67 5,634.12 Society Boed security x Wild 67,023.67 4,155.47 6 Medicare and 67,023.67 971.84 7 security 10 pure career Lontare 11 Nied 12 Sonne for 12 13 1961 Employee's frit name and to Albert T. Gaytor 12340 Cocoshell Road Coral Gables, FL 33134 P 14 Other 1e 12 Employees adires and Podie 15 Erciyerunter FLI 16 Stata wa bodi 17 Grecome tax 18 Local wage 10 Local notes Detent of the Towy-Trevor Service 2019 Statement Copy B-To Be Fled With Employee's FEDERAL Tax Return This information is being fumed to the internal Revenue Service For W-2 Wage and Tax Name Date of Birth Social Security Number 266-51-1966 Albert T. Gaytor Allison A. Gaytor Crocker Gaytor Cayman Slacker Sean Slacker 266-34-1967 261-55-1212 09/22/1970 07/01/1971 12/21/2002 03/13/2001 05/01/2000 261-11-4444 344-23-5656 The Gaytors have a 17-year-old son, Crocker, who is a full-time freshman at Brickell State University. The Gaytors also have an 18-year-old daughter, Cayman, who is a part-time student at Dade County Community College (DCCC). Cayman is married to Sean Slacker, who is 19 years old and a part-time student at DCCC. Sean and Cayman have a 1-year-old child, Wanda Slacker (Social Security number 648-99-4306). Sean, Cayman, and Wanda all live in an apartment up the street from Albert and Allison during the entire current calendar year. Sean and Cayman both work for Sean's wealthy grandfather as apprentices in his business. Their wages for the year were a combined $50,000, which allowed them to pay all the personal expenses for themselves and their daughter. Albert and Allison have a savings account and received the following Form 1099-INT for 2019: ON N. 15450112 CORRECTED (if checked PAYSanestro addressyr own, ale prove courtyp Por or foreign portaloon, and telephone Vizcaya National Bank 9871 Coral Way Miami, FL 33134 $ 337.54 Early pray 2019 Interest Income Tam 1099-INT Copy B PAYERS TIN 60-7654321 RECIPIENTS TV 266-51-1966 $ 3 US. Serings Bonds and Trosobignons For Recipient RECIPIENTS Federalnom with sisterspers This is important tax information and is Albert T Gaytor Foreign paid Progmus being tumished to the IRS. If you are Street address (rcluding apt. no. required to tie a retur, a negligence 12340 Cocoshell Road penalty or other sanction may be City or town, there courty and Prin postal code $ Is mored on your 10 Martincourt Coral Gables, FL 33134 ondom this income is taxable and the IRS determines that it has FATCAS Is not been reported Account number instruction 14 bond CUP 18 Seria 17 Seated Form 1009-INT free for your records www.is goufom Department of Truyn Revue device Department of the Treasury - Internal Revenue Service (99) 2019 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widower) (w) Check only one box. 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 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 Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign 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: Was bom before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): Last name Child tax credit (1) First name Credit for other dependents 1 1 2a 2b 3b 4a 4b 4d 5b 6 6 7a Wages, salaries, tips, etc. Attach Form(s) W-2 2a Tax-exempt interest. b Taxable interest. Attach Sch. B if required Qualified dividends Standard b Ordinary dividends. Attach Sch. Bit required Deduction for 4a IRA distributions. b Taxable amount Single or Married 4c Pensions and annuities d Taxable amount filing separately $12,200 5a Social security benefits 5a b Taxable amount Married filing jointly or Qualifying 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 Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income household 8a Adjustments to income from Schedule 1, line 22 $18,350 If you checked b Subtract line 8a from line 7b. This is your adjusted gross income any box under 9 Standard Standard deduction or itemized deductions (from Schedule A) Deduction, 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 see instructions. 11a Add lines 9 and 10 . Taxable income. Subtract line 11a from line 8b For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B b 7b 8a 8b 9 11a 11b b Form 1040 (2019) Page 2 12a 15 16 18 Form 1040 (2019) 12a Tax (see inst.) Check if any from Formo 18614 2 4972 3 b Add Schedule 2, line 3, and line 12a and enter the total 12b 130 Child tax credit or credit for other dependents 130 b Add Schedule 3, line 7, and line 13a and enter the total 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 16 Add lines 14 and 15. This is your total tax 17 Federal income tax withheld from Forms W-2 and 1099 17 18 Other payments and refundable credits: qualifying child a Eamed Income credit (EIC). attach Sch. EIC 18a - If you have b Additional child tax credit. Attach Schedule 8812 nontosable combat pay.se 180 American opportunity credit from Form 8863, line 8 Instructions d Schedule 3, line 14 18d Add lines 18a through 18d. These are your total other payments and refundable credits 180 19 Add lines 17 and 18e. These are your total payments 19 Refund 20 20 If line 19 is more than line 16. subtract line 16 from line 19. This is the amount you overpald 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 Se intruction 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 retum with the IRS? See instructions. Yes. Complete below. Designee No Other than Designee's Phone Personal identification paid prepared name no. number PIN Sign Under penalties of perjuy, I declare that I have examined this retum and accompanying schedules and statements, and to the best of my knowledge and beliet, they are true correct, and complete. Declaration of prepare other than taxpayer is based on all infomation of which prepare has any knowledge Here Your signature Date Your occupation If the IRS sent you an identity Protection PIN, enter it here Joint return? (see inst.) See instructions Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent your spouse an Keep a copy for Identity Protection PIN, entor it here your records. (see Inst) Phone no Email address Preparer's name Preparer's signature Date PTIN Check it: Paid 3rd Party Designee Preparer Firm's name Phone no. Self-employed Use Only Firm's address Firm's EN Go to www.irs.gov/Form 1040 for instructions and the latest information Form 1040 2019 Department of the Treasury-Internal Revenue Service (99) 1040-SR U.S. Tax Return for Seniors 2019 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing Single Married filing jointly Married filing separately (MFS) Status Head of household (HOH) Qualifying widow(er) (QW) Check only one 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 a child but not your dependent. Your first name and middle initial Last name Your social security number DO box If joint return, spouse's first name and middle initial Last name 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 here if you, or your spouse if filing 3 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 round. You Spouse Foreign country name Foreign province/state/county Foreign postal code of more than four dependents, see inst. 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 You: Were born before January 2, 1955 D Are blind Age/Blindness Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualities for see inst.) (1) First name Last name Child tax credit Credit for other dependents Wages, salaries, tips, etc. Attach Form(s) W-2. 1 Attach 2a Tax-exempt interest 2a b Taxable interest 2b Schedule B if required. 3a Qualified dividends. 3a b Ordinary dividends 3b 4a IRA distributions. 4a b Taxable amount 4b c Pensions and annuities. 4c d Taxable amount 4d 5a Social security benefits .. 5a b Taxable amount 5b 6 Capital gain or (loss). Attach Schedule Dif required. If not required, check here 6 7a Other income from Schedule 1, line 9. 7a b Add lines 1, 2b, 36, 4b, 4d, 5b, 6, and 7a. This is your total income. 7b 8a Adjustments to income from Schedule 1, line 22 8a Standard 8b b Subtract line 8a from line 7b. This is your adjusted gross income Deduction 9 Standard deduction or itemized deductions (from Schedule A) 9 See Standard 10 10 Deduction Chart Qualified business income deduction. Attach Form 8995 or Form 8995-A below. 11a Add lines 9 and 10. 11a b Taxable income. Subtract line 11a from line 8b 11b Standard Add the number of boxes checked in the "Age/Blindness" section of Standard Deduction Deduction IF your filing AND the number of THEN your standard IF your filing AND the number of THEN your standard Chart status is... boxes checked is... deduction is... status is... boxes checked is... deduction is... $12,200 0 $18.350 Don't use this chat Head of someone can Single 1 13,850 household 1 20,000 claim you for your 2 15,500 2 21,650 Spouse it fing joita 0 Mamed 24,400 0 Sependent, you 12,200 1 filing jointly spouse ees on 25,700 13,500 Married filing 2 27,000 14,800 You were add Qualifying separately status alien. Instead 3 28,300 3 widowler 16.100 4 29,600 17.400 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040-SR (2016) 1 2. a separate retum, or or 4 Cat No. 71100F L 2011 Form 1040-SR (2019) Page 2 12a Tax (see instructions). Check if any from: 1 Form(s) 8814 2 Form 4972 30 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 136 from line 12b. If zero or less, enter-O- 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 17 18 Other payments and refundable credits: If you have a qualifying a Earned income credit (EIC) child, attach Sch. EIC 18b If you have b Additional child tax credit. Attach Schedule 8812 nontaxable combat pay. c American opportunity credit from Form 8863, line 8. 18c instructions d Schedule 3, line 14 18d e 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 20 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here 21a Direct deposit? b Routing number Type: Checking Savings instructions. d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 Amount 23 You Owe 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 24 Estimated tax penalty (see instructions) 24 Third Party Do you want to allow another person (other than your paid preparer) to discuss this retum with the IRS? See instructions Yes. Complete below. Designee No Other than Designee's Phone Personal identification paid prepare Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of Sign my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information Here of which preparer has any knowledge. Your signature Date Your occupation If the IRS sent you an identity Protection PIN enter it here Joint return? (see inst.) Koop a copy for Spouse's signature. If a joint return, both must sign Date Spouse's occupation If the IRS sont your spouse an your records Identity Protection PIN, enter it here (see inst.) Phone no Email address Preparer's name Preparer's signature Check if: Paid 3rd Party Designer Preparer Samped Use Only Firm's name Firm's address Go to www.irs.gov/Form1040SR for instructions and the latest information Form 1040-SR 2019 See name no number PIN See instructions Date PTIN Phone no Firm's EIN 1. Albert Gaytor and his wife Allison are married and file a joint return for 2019. The Gaytors live at 12340 Cocoshell Road, Coral Gables, FL 33134. Captain Gaytor is a charter fishing boat captain but took 6 months off from his job in 2019 to train and study for his Masters Captain's License. In 2019, Albert received a Form W-2 from his employer, Coconut Grove Fishing Charters, Inc.: Empoyce'a sodir y numb 266-51-1966 Employer identication number 60-3456789 Employer's arms, and Pood Coconut Grove Fishing Charters 2432 Bay Blvd. Coconut Grove, FL 33133 Bella Vot the WTO OMON 1545-0008 FASTI Une e file www.powe Vaak in the compensation For noen 67 023,67 5,634.12 Society Boed security x Wild 67,023.67 4,155.47 6 Medicare and 67,023.67 971.84 7 security 10 pure career Lontare 11 Nied 12 Sonne for 12 13 1961 Employee's frit name and to Albert T. Gaytor 12340 Cocoshell Road Coral Gables, FL 33134 P 14 Other 1e 12 Employees adires and Podie 15 Erciyerunter FLI 16 Stata wa bodi 17 Grecome tax 18 Local wage 10 Local notes Detent of the Towy-Trevor Service 2019 Statement Copy B-To Be Fled With Employee's FEDERAL Tax Return This information is being fumed to the internal Revenue Service For W-2 Wage and Tax Name Date of Birth Social Security Number 266-51-1966 Albert T. Gaytor Allison A. Gaytor Crocker Gaytor Cayman Slacker Sean Slacker 266-34-1967 261-55-1212 09/22/1970 07/01/1971 12/21/2002 03/13/2001 05/01/2000 261-11-4444 344-23-5656 The Gaytors have a 17-year-old son, Crocker, who is a full-time freshman at Brickell State University. The Gaytors also have an 18-year-old daughter, Cayman, who is a part-time student at Dade County Community College (DCCC). Cayman is married to Sean Slacker, who is 19 years old and a part-time student at DCCC. Sean and Cayman have a 1-year-old child, Wanda Slacker (Social Security number 648-99-4306). Sean, Cayman, and Wanda all live in an apartment up the street from Albert and Allison during the entire current calendar year. Sean and Cayman both work for Sean's wealthy grandfather as apprentices in his business. Their wages for the year were a combined $50,000, which allowed them to pay all the personal expenses for themselves and their daughter. Albert and Allison have a savings account and received the following Form 1099-INT for 2019: ON N. 15450112 CORRECTED (if checked PAYSanestro addressyr own, ale prove courtyp Por or foreign portaloon, and telephone Vizcaya National Bank 9871 Coral Way Miami, FL 33134 $ 337.54 Early pray 2019 Interest Income Tam 1099-INT Copy B PAYERS TIN 60-7654321 RECIPIENTS TV 266-51-1966 $ 3 US. Serings Bonds and Trosobignons For Recipient RECIPIENTS Federalnom with sisterspers This is important tax information and is Albert T Gaytor Foreign paid Progmus being tumished to the IRS. If you are Street address (rcluding apt. no. required to tie a retur, a negligence 12340 Cocoshell Road penalty or other sanction may be City or town, there courty and Prin postal code $ Is mored on your 10 Martincourt Coral Gables, FL 33134 ondom this income is taxable and the IRS determines that it has FATCAS Is not been reported Account number instruction 14 bond CUP 18 Seria 17 Seated Form 1009-INT free for your records www.is goufom Department of Truyn Revue device Department of the Treasury - Internal Revenue Service (99) 2019 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widower) (w) Check only one box. 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 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 Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign 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: Was bom before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualifies for (see instructions): Last name Child tax credit (1) First name Credit for other dependents 1 1 2a 2b 3b 4a 4b 4d 5b 6 6 7a Wages, salaries, tips, etc. Attach Form(s) W-2 2a Tax-exempt interest. b Taxable interest. Attach Sch. B if required Qualified dividends Standard b Ordinary dividends. Attach Sch. Bit required Deduction for 4a IRA distributions. b Taxable amount Single or Married 4c Pensions and annuities d Taxable amount filing separately $12,200 5a Social security benefits 5a b Taxable amount Married filing jointly or Qualifying 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 Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income household 8a Adjustments to income from Schedule 1, line 22 $18,350 If you checked b Subtract line 8a from line 7b. This is your adjusted gross income any box under 9 Standard Standard deduction or itemized deductions (from Schedule A) Deduction, 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A 10 see instructions. 11a Add lines 9 and 10 . Taxable income. Subtract line 11a from line 8b For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B b 7b 8a 8b 9 11a 11b b Form 1040 (2019) Page 2 12a 15 16 18 Form 1040 (2019) 12a Tax (see inst.) Check if any from Formo 18614 2 4972 3 b Add Schedule 2, line 3, and line 12a and enter the total 12b 130 Child tax credit or credit for other dependents 130 b Add Schedule 3, line 7, and line 13a and enter the total 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 16 Add lines 14 and 15. This is your total tax 17 Federal income tax withheld from Forms W-2 and 1099 17 18 Other payments and refundable credits: qualifying child a Eamed Income credit (EIC). attach Sch. EIC 18a - If you have b Additional child tax credit. Attach Schedule 8812 nontosable combat pay.se 180 American opportunity credit from Form 8863, line 8 Instructions d Schedule 3, line 14 18d Add lines 18a through 18d. These are your total other payments and refundable credits 180 19 Add lines 17 and 18e. These are your total payments 19 Refund 20 20 If line 19 is more than line 16. subtract line 16 from line 19. This is the amount you overpald 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 Se intruction 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 retum with the IRS? See instructions. Yes. Complete below. Designee No Other than Designee's Phone Personal identification paid prepared name no. number PIN Sign Under penalties of perjuy, I declare that I have examined this retum and accompanying schedules and statements, and to the best of my knowledge and beliet, they are true correct, and complete. Declaration of prepare other than taxpayer is based on all infomation of which prepare has any knowledge Here Your signature Date Your occupation If the IRS sent you an identity Protection PIN, enter it here Joint return? (see inst.) See instructions Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent your spouse an Keep a copy for Identity Protection PIN, entor it here your records. (see Inst) Phone no Email address Preparer's name Preparer's signature Date PTIN Check it: Paid 3rd Party Designee Preparer Firm's name Phone no. Self-employed Use Only Firm's address Firm's EN Go to www.irs.gov/Form 1040 for instructions and the latest information Form 1040 2019 Department of the Treasury-Internal Revenue Service (99) 1040-SR U.S. Tax Return for Seniors 2019 OMB No. 1545-0074 IRS Use Only-Do not write or staple in this space. Filing Single Married filing jointly Married filing separately (MFS) Status Head of household (HOH) Qualifying widow(er) (QW) Check only one 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 a child but not your dependent. Your first name and middle initial Last name Your social security number DO box If joint return, spouse's first name and middle initial Last name 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 here if you, or your spouse if filing 3 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 round. You Spouse Foreign country name Foreign province/state/county Foreign postal code of more than four dependents, see inst. 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 You: Were born before January 2, 1955 D Are blind Age/Blindness Spouse: Was born before January 2, 1955 Is blind Dependents (see instructions): (2) Social security number (3) Relationship to you (4) if qualities for see inst.) (1) First name Last name Child tax credit Credit for other dependents Wages, salaries, tips, etc. Attach Form(s) W-2. 1 Attach 2a Tax-exempt interest 2a b Taxable interest 2b Schedule B if required. 3a Qualified dividends. 3a b Ordinary dividends 3b 4a IRA distributions. 4a b Taxable amount 4b c Pensions and annuities. 4c d Taxable amount 4d 5a Social security benefits .. 5a b Taxable amount 5b 6 Capital gain or (loss). Attach Schedule Dif required. If not required, check here 6 7a Other income from Schedule 1, line 9. 7a b Add lines 1, 2b, 36, 4b, 4d, 5b, 6, and 7a. This is your total income. 7b 8a Adjustments to income from Schedule 1, line 22 8a Standard 8b b Subtract line 8a from line 7b. This is your adjusted gross income Deduction 9 Standard deduction or itemized deductions (from Schedule A) 9 See Standard 10 10 Deduction Chart Qualified business income deduction. Attach Form 8995 or Form 8995-A below. 11a Add lines 9 and 10. 11a b Taxable income. Subtract line 11a from line 8b 11b Standard Add the number of boxes checked in the "Age/Blindness" section of Standard Deduction Deduction IF your filing AND the number of THEN your standard IF your filing AND the number of THEN your standard Chart status is... boxes checked is... deduction is... status is... boxes checked is... deduction is... $12,200 0 $18.350 Don't use this chat Head of someone can Single 1 13,850 household 1 20,000 claim you for your 2 15,500 2 21,650 Spouse it fing joita 0 Mamed 24,400 0 Sependent, you 12,200 1 filing jointly spouse ees on 25,700 13,500 Married filing 2 27,000 14,800 You were add Qualifying separately status alien. Instead 3 28,300 3 widowler 16.100 4 29,600 17.400 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040-SR (2016) 1 2. a separate retum, or or 4 Cat No. 71100F L 2011 Form 1040-SR (2019) Page 2 12a Tax (see instructions). Check if any from: 1 Form(s) 8814 2 Form 4972 30 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 136 from line 12b. If zero or less, enter-O- 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 17 18 Other payments and refundable credits: If you have a qualifying a Earned income credit (EIC) child, attach Sch. EIC 18b If you have b Additional child tax credit. Attach Schedule 8812 nontaxable combat pay. c American opportunity credit from Form 8863, line 8. 18c instructions d Schedule 3, line 14 18d e 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 20 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here 21a Direct deposit? b Routing number Type: Checking Savings instructions. d Account number 22 Amount of line 20 you want applied to your 2020 estimated tax 22 Amount 23 You Owe 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions 24 Estimated tax penalty (see instructions) 24 Third Party Do you want to allow another person (other than your paid preparer) to discuss this retum with the IRS? See instructions Yes. Complete below. Designee No Other than Designee's Phone Personal identification paid prepare Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of Sign my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information Here of which preparer has any knowledge. Your signature Date Your occupation If the IRS sent you an identity Protection PIN enter it here Joint return? (see inst.) Koop a copy for Spouse's signature. If a joint return, both must sign Date Spouse's occupation If the IRS sont your spouse an your records Identity Protection PIN, enter it here (see inst.) Phone no Email address Preparer's name Preparer's signature Check if: Paid 3rd Party Designer Preparer Samped Use Only Firm's name Firm's address Go to www.irs.gov/Form1040SR for instructions and the latest information Form 1040-SR 2019 See name no number PIN See instructions Date PTIN Phone no Firm's EIN