Your clients, Robert and Marilyn Monroe are married with 2 children, Johnny and Elizabeth.

Marilyn provides you with the following information regarding income, expenses, and withholding for the year. She is unsure which of these items must be used to calculate taxable income.

Robert M. Monroe	SS: 651-87-8523	Age: 66	Date of Birth: 10/23/1953
Marilyn L. Monroe	SS: 123-45-6789	Age: 40	Date of Birth: 3/15/1979
Johnny K. Monroe	SS: 231-98-5869	Age: 20	Date of Birth: 6/30/2000
Elizabeth K. Monroe	SS: 563-45-6958	Age: 12	Date of Birth: 8/31/2007
Clients DO NOT want to contribute money to the Presidential Election Campaign
Taxpayer Address: 1234 Sierra College Blvd., Rocklin, CA 95677

2019 Tax Information
Marilyn-salary (IT Supervisor) W2 information	$57,000
Robert-Social Security received and no tax withheld, Form SSA 1099 box 5	24,000
Interest Income from Sierra Bank-FORM 1099-INT	1,550
HP stock sales, reported from Charles Schwab FORM 1099-B (do not need to use Box 8A on Schedule D, DO NOT USE FORM 8949	65,000
Childcare for Elizabeth in 2019	3,600
2019 Unemployment for 3 months, no tax withheld	5,400
Federal Income Tax Withheld on W2	6,840
Childcare Provider: Happy Days,Inc. 1640 Roseville Parkway, Roseville, CA 95661 (916) 123-4567 Rose Alda SS # 587-62-4587
Sold 1,000 shares of HP stock for $65,000 (broker charges $0 commissions) ON 6/13/2009. Original #1,000 shares purchased 1/27/2010 for $70/share. The following may be items that you will need. Form 1040 Form 1040 Instructions Form 2441 Form 2441 Instructions Schedule 1 Schedule 1 Instructions Schedule A Schedule A Instructions Schedule B Schedule B Instructions Schedule C Schedule C Instructions Schedule D Schedule D Instructions Schedule E Schedule E Instructions Form 8582 Form 8582 Instructions Form 8949 Form 8949 Instructions Social Security Worksheet Capital Loss Carryover Worksheet Tax Table TY 2019