David Fleming is a single taxpayer living at 169 Trendie Street, Apartment 6B, La Jolla, CA 92037. His Social Security number is 865-68-9635 and his birthdate is September 18, 1975. David was employed as a delivery person for a local pizza restaurant. David’s W-2 showed the following:

David’s only other source of income during the year was a prize he won appearing on a game show. The game show sent David home with a Form 1099-MISC:

He has no other adjustments to income or deductible expenses except for a single cash payment of $500 to a charity after winning big at the game show and a $1,200 EIP received in 2020. Unfortunately, David’s employer did not provide health care to its employees but David signed up for coverage through his state’s health care exchange. The exchange sent him a Form 1095-A as shown on Page 7-61.

Required:

Complete David’s federal tax return for 2020. Use Form 1040, Schedule 1, Schedule 2, and Form 8962. Make realistic assumptions about any missing data.

Transcribed Image Text:

b Employer identification number (EIN) 23-4567321 e Employer's name, address, and ZIP code California Pizza Cafe 231 Foodie Street La Jolla, CA 92037 d Control number a Employee's social security number 865-68-9635 Employee's first name and initial Last name David Fleming 169 Trendie Street, Apt 6B La Jolla, CA 92037 f Employee's address and ZIP code 15 State Employer's state ID number CA D4567221 Safe, cccurate, OMB No 1545-0006 FAST! Use Form W-2 Wago and Tax Statement Copy B-To Be Filed With Employee's FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service 1 Wages, lips, other compensation 23,700.00 3 Social security wages 23,700.00 5 Medicare weges and tips 23,700.00 I Social security tipo 9 Suff. 11 Nonqualified plans 13 S 14 Other 16 State wages, tips, etc. 17 State income tax 23,700.00 370.00 2020 e files.goo M pan THE LO pay 2 Federal income tax withheld 1,280.00 4 Social security tax withhold 1,469.40 Visit the RS website at 8 Medicare tex withheld 343.65 8 Allocated tips 10 Dependent care benefits 12 Se intructions for box 12 1 126 1 12c 12d 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Department of the Treasury-Internal Revenue Service