Based on the attached document: $1$ Complete Form $1040$ until taxable income. Assume Married Filing Joint and Standard Deduction. Age of both spouses is $65.(20)$

$2$ Complete Schedule B $-$ Use the name "Charles Schwab" as the brokerage account from which Form$($s$)1099-$INT and $1099-$DIV were from. $(3)$

$3$ Create a situation in which the property sold on Form $1099-$S would receive a $$500,000$ exemption from paying capital gains tax, but still be required to report the transaction on the tax return. $(6)$

$4$ Create a situation in which the security sold on Form $1099-$B at a loss, in which the loss would be disallowed due to a wash sale.$(6)($Extra Credit $(4$ points$)-$ create a "Constructive Sale"$)$

$5$ Complete Schedule D $-$ incorparate the situations from item $3$ & $4$ into the preparation of the tax return. $(5)$

$6$ Complete Form $8949(3)$

$7$ Calculate the tax on capital gains and qualified dividends. $(5)$

$8$ How much is the taxpayer able to contribute to his IRA? His spouses IRA? $(4)$

$9$ Under which circumstances would the taxpayer need to file Form $8606?(4)$

$10$ How much income which is federally tax exempt, is subject to the Alternative Miniumum Tax $($AMT$)?(4)$