Would the following situation be on a Tax return and if they are which forms would be required to be used? Look at both Federal and State.

$4-1.$ The Shackleton$$s lent some money to their friend, Robert Scott on $7/1/22.$ The contract calls for annual interest payments of $$200$ per year to be paid each January $1$st$.$ They will receive the $1$st interest payment on Jan $20,2023.$ Of course, Scott did not send them any paperwork. Note: if interest is taxable, make sure it shows up on form $1040$ line $2$b whether or not the taxpayer has received a form.

$4-2.$ The Shackleton$$s purchased a commercial bond from from Big Piney Investments, $15$ Byron Ave, Whitewater, WI $53190,$ ein $06-1523744.$ The bond is a $$1,000$ face value, zero interest rate, original issue discount bond. They purchased the bond for $$600$ on $2/1/2020.$ The bond matures on $12/31/2025.$ Interest calculate for $2022$ would be $$95.$ I have not provided any paperwork for his transaction. You must decide if any entries are required on the $2022$ tax return.

$4-3.$ Ernest purchased $110$ shares of CAT stock $10/30/2022$ for $$270$ per share. Ernest was told he purchased the stock ex$-$dividend. He notes his investment advisor tells him that this stock pays dividends of $$2\mathrm{.}00$ per share each February, May, August, and November. Caterpillar is expected to continue this practice.

$4-4.$ Ernest was divorced from his first wife on $11/15/2017$ and married Emily in $2020.$ Each month he receives $$200$ alimony and $$500$ child support.

$4-5.$ Emily purchased an annuity for $$50,000$ from a company named $$Annuity Bank$,$ ein $09-3765988.$ The annuity pays $$1,000$ per month for $60$ months. Payments started on $1/1/2021$ and will continue through $12/1/2025.$ Detail of the transaction are reported to Emily on form $1099$R$.$ Hint: On the $1099$R input screen, there is a top horizontal menu listing Annuities as one of the choices. It$$s easy enough to calculate by hand. I recommend you try it$.$ For the best results, round your exclusion percentage to $3$ decimal places.

$4-6.$ Ernest is a partner in Pine Bluffs partnership, $200$ Indigo La$.,$ Pine Bluffs WY$,82082,$ ein $26-1477321.$ The partnership builds ship sails. Pine Bluffs files it$$s $1065$ informational return with the IRS in Kansas City, MO$.$ This is a passive activity. I did not provide you with a K$-1(1065),$ but if you had one, you would $$900$ in box $1,$ representing his distributive share of ordinary income from a partnership. The rest of the boxes are empty. Ernest received no cash from the partnership in $2022.$

$4-7.$ Emily owns stock in Cokeville Corp, $100$ Marbleton St$.,$ Encampment, WY $82325.$ Cokeville is an S$-$corporation with ein $06-1723351$; Cokeville files form $1120$S with the IRS in Ogden UT$.$ This is a passive activity; Cokeville does not deal in real estate. I did not provide you with a K$-1(1120$S$),$ but if you had one, you would see that the box $1$ amount is $$700,$ representing Emily$$s distributive share of ordinary income from an S$-$Corporation. The rest of the boxes are empty. Emily received a distribution from Cokeville on $2/15/2022,$ a check for $$400.$

$4-8.$ Ernest received $$9,000$ in Social Security payments reported in box $5$ of form SSA $1099.$ The box $3$ description notes that $$800$ was withheld to pay health insurance premiums. No income tax was withheld. Hint, How should these entries affect your WI tax return?.

$-9.$ Ernest received $$2,500$ inheritance when an uncle passed away.

$4-10.$ A great aunt gave Emily $$3,100$ as a gift.

$4-11.$ Emily was called to jury duty and receive $$250$ for serving.

$5-1.$ The Shackleton$$s filed their $2021$ income tax returns in February of $2022.$ On $3/22/2022,$ they received a $$1,000$ check from the WI Dept of Revenue for a refund of $2021$ WI income tax. In January $2022,$ they received a $1099$G from the WI dept of revenue showing they had received the $$1,000$ refund.

$5-2.2022$ was a bad year in some ways. Both Ernest and Emily$$s fathers passed away.

$$ Emily, as the beneficiary of her father$$s life insurance policy, received a lump sum payment of $$8,500.$ The policy was with Midwest Insurance Co$,5$ Opal Dr$,$ Whitewater, Wi $53190,$ ein $12-3754217.$

$$ Ernest was the beneficiary of his father$$s life insurance policy. The policy was with Yoder Insurance Co$,12$ Upton Circle, Whitewater, Wi $53190,$ ein $27-6543752.$ The lump sum amount $($face value of the policy$)$ was $$20,000.$ Instead of collecting the $$20,000$ in one payment, Ernest chose to take $5$ annual payments of $$5,000.$ He received $$5,000$ in $2022.$ Ernest has not received any tax documents from the Yoder Insurance.

$5-3.$ Emily was injured in a car accident in $2019,$ she injured her leg in the accident and had to take some time off work. The matter went to trial in early $2022,$ and in November $2022,$ Emily received a check for $$10,300.$ $$2,000$ of the check was to cover medical bills for her leg, $$5,500$ to compensate her for time off work, and $$2,800$ was punitive damages because the other driver was reckless.

$5-4.$ Ernest got in a dust up with one of his credit card