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With Emphasis on Schedule A Jamie and Cecilia Reyes are husband and wife and file a joint return. They live at 5677 Apple Cove Road,
With Emphasis on Schedule A Jamie and Cecilia Reyes are husband and wife and file a joint return. They live at 5677 Apple Cove Road, Boise, ID 83722. Jamie's social security number is 412-34-5670 (date of birth 6/15/1970) and Cecilia's is 412-34-5671 (date of birth 4/12/1972). They provide more than half of the support of their daughter, Carmen (age 23), social security number 412-34-5672 (date of birth 9/1/1996), who is a full-time veterinarian school student. Carmen received a $3.200 scholarship covering some of her tuition at college. She was not required to perform any services to receive the scholarship. Jamie and Cecilia fumish all of the support of Maria (Jamie's mother), social security number 412-34-5673 (date of birth 11/6/1949), who is age 70 and lives in a nursing home. They also have a son, Gustavo (age 4), social security number 412-34-5674 (date of birth 3/14/2015). The Reyes and all of their dependents had qualifying health care coverage at all times during the tax year. Jamie's W-2 contained the following information: Federal Wages (box 1) = $145.625.00 Federal W/H (bax 2) = $ 15,112.35 Social security wages (box 3) SI2N 400.00 Social security W/H (box 4) = $ 7,960.80 Medicare wages (box 5) = $145.625.00 Medicare W/H (box 6) $ 2.111 56 State wages (box 16) = $145.625.00 State W/H (hox 17) - $ 5,435.00 page B-3 Other receipts for the couple were as follows: $2,500 $ 220 22 1,250 410 Dividends (all qualified dividends) Interest income Union Bank State of Idaho-interest on tax refund City of Boise school bonds Interest from U.S. savings bonds (not used for educational purposes) 2018 federal income tax refund received in 2017 2018 state income tax refund received in 2017 Idaho lottery winnings Casino slot machine winnings Gambling losses at casino 2,007 218 1,100 2.250 6,500 Other information that the Reyeses provided for the 2019 tax year: Mortgage interest on personal residence Loan interest on fully equipped motor home Doctor's fee for a face-lift for Mrs. Reyes Dentist's fee for a new dental bridge for Mr. Reyes Vitamins for the entire family Real estate property taxes paid DMV fees on motor home (tax portion) DMV fees on family autos (tax portion) Doctors' bills for mother Nursing home for mother Wheelchair for mother Property taxes on boat Interest on personal credit card Interest on loan to buy public school district bonds Cash contributions to church (all the contributions were in cash and none more than $250 at any one time) Cash contribution to man at bottom of freeway off-ramp Contribution of furniture to Goodwill-cost basis Contribution of same furniture listed above to Goodwill-fair market value Tax return preparation fee for 2018 taxes $ $11,081 3,010 8,800 3,500 110 5,025 1,044 436 2,960 10,200 1,030 134 550 270 6,100 25 4,000 410 625 Required Prepare a Form 1040 and appropriate schedules for the completion of the Reyes's tax return. They do not want to contribute to the presidential election campaign and do not want anyone to be a third party designer. For any missing information, make reasonable assumptions. They had qualifying health coverage at all times during the year. With Emphasis on Schedule A Jamie and Cecilia Reyes are husband and wife and file a joint return. They live at 5677 Apple Cove Road, Boise, ID 83722. Jamie's social security number is 412-34-5670 (date of birth 6/15/1970) and Cecilia's is 412-34-5671 (date of birth 4/12/1972). They provide more than half of the support of their daughter, Carmen (age 23), social security number 412-34-5672 (date of birth 9/1/1996), who is a full-time veterinarian school student. Carmen received a $3.200 scholarship covering some of her tuition at college. She was not required to perform any services to receive the scholarship. Jamie and Cecilia fumish all of the support of Maria (Jamie's mother), social security number 412-34-5673 (date of birth 11/6/1949), who is age 70 and lives in a nursing home. They also have a son, Gustavo (age 4), social security number 412-34-5674 (date of birth 3/14/2015). The Reyes and all of their dependents had qualifying health care coverage at all times during the tax year. Jamie's W-2 contained the following information: Federal Wages (box 1) = $145.625.00 Federal W/H (bax 2) = $ 15,112.35 Social security wages (box 3) SI2N 400.00 Social security W/H (box 4) = $ 7,960.80 Medicare wages (box 5) = $145.625.00 Medicare W/H (box 6) $ 2.111 56 State wages (box 16) = $145.625.00 State W/H (hox 17) - $ 5,435.00 page B-3 Other receipts for the couple were as follows: $2,500 $ 220 22 1,250 410 Dividends (all qualified dividends) Interest income Union Bank State of Idaho-interest on tax refund City of Boise school bonds Interest from U.S. savings bonds (not used for educational purposes) 2018 federal income tax refund received in 2017 2018 state income tax refund received in 2017 Idaho lottery winnings Casino slot machine winnings Gambling losses at casino 2,007 218 1,100 2.250 6,500 Other information that the Reyeses provided for the 2019 tax year: Mortgage interest on personal residence Loan interest on fully equipped motor home Doctor's fee for a face-lift for Mrs. Reyes Dentist's fee for a new dental bridge for Mr. Reyes Vitamins for the entire family Real estate property taxes paid DMV fees on motor home (tax portion) DMV fees on family autos (tax portion) Doctors' bills for mother Nursing home for mother Wheelchair for mother Property taxes on boat Interest on personal credit card Interest on loan to buy public school district bonds Cash contributions to church (all the contributions were in cash and none more than $250 at any one time) Cash contribution to man at bottom of freeway off-ramp Contribution of furniture to Goodwill-cost basis Contribution of same furniture listed above to Goodwill-fair market value Tax return preparation fee for 2018 taxes $ $11,081 3,010 8,800 3,500 110 5,025 1,044 436 2,960 10,200 1,030 134 550 270 6,100 25 4,000 410 625 Required Prepare a Form 1040 and appropriate schedules for the completion of the Reyes's tax return. They do not want to contribute to the presidential election campaign and do not want anyone to be a third party designer. For any missing information, make reasonable assumptions. They had qualifying health coverage at all times during the year
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