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You will need to complete and 2015 Forms: 1040, 2441, 8812 Sch B, Credit limit worksheet, Child Tax credit worksheet and the Qualified Dividend and

You will need to complete and 2015 Forms: 1040, 2441, 8812 Sch B, Credit limit worksheet, Child Tax credit worksheet and the Qualified Dividend and Capital Gain tax worksheet.

Anna McLucky, Social Security number 222-23-3339, her date of birth is 3/12/1981, is a single mother and is employed on flex time as a secretary by State University of Florida. On her days and evenings off she is substitute teacher at a Teenage correctional facility for GED candidates and has W-2 wages of $5500.00 and withholding of $570. For the current year she has a son, his name is Willy Johnson and his date of birth is 02/13/05 and his SSN is 222-25-2623. Her son lives with her 12 months a year with only weekend visitations with his father, who rarely shows up. She is the primary care parent and provides the majority of Willys support. In May of the current year Annas destitute grandmother came to live with her. Grandmother, Olive Oyl, 5/3/1939, 112-89-0988 has only income from Social security of $3200. Anna has the following items pertaining to her income tax return for the current year:

Address: 345 Stressed Out Lane, Clearwater, Fl 33764

Received a W-2 from her State University employer reporting a salary of $21925, in boxes 1, 3, and 5, and withholdings of $3,550 in federal income tax.

On 1/12 of the current year Anna received a gift of 1,000 shares of Apple Corporation stock with a basis of $35,000 and $100,000 FMV from her mother. Her mother bought the stock May 1, 2000. Anna also received $4,000 of cash dividends from the Apple Corporation. The dividends are qualified dividends.

Child support received $3500 for child support in the current year.

Received $1,000 of interest income on bonds issued by the City of Tampa. She purchased this bond 5/15/08 for $20500.

Received $90 interest from a US Treasury Note and $85 on a CD she bought at WellsFargo. Both investments were made last year with $10,000 each from money she inherited from her grandfather.

Received a regular stock dividend (nontaxable under Sec. 305) of 10 shares of Apple Corporation stock with a $500. FMV.

Received $3,600 rehabilitative alimony from her ex-husband in the current year but is still due $2400.

As a single taxpayer her total itemized deductions are $2,000 Real estate taxes total $1300 and donations of clothes to church total $460. And cash donations to her church total $240.

Anna paid $550 for school supplies for her substitute classroom in the current year. Assume Anna is the typical underpaid and overworked school teacher who worked more than 900 hours.

Anna paid $1115 for her Stafford student loan interest in the current year.

Anna was penalized $55 for cashing in her Wells Fargo CD in December to help pay for Christmas gifts and some old credit card debt she had outstanding.

Annas employer provides health insurance for Anna and her dependents. The health plan is not a Cadillac plan.

Anna paid $1200 for childcare for Willys after school care to the Latch Key School program BUT $800 of this childcare cost was paid from the cafeteria plan that was deducted as pre-tax from her State University wages and as reported on her W-2 in box 10.

Latch Key School 1234 School Lane, Clearwater, FL 33764 EIN: 59-7896541

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