Could you please teach me how to fill in a 2021 form 1040. I already did mine
Question:
Could you please teach me how to fill in a 2021 form 1040. I already did mine but I just wanted to make sure if I got them right. Please ensure to use year 2021 Form 1040.
Descriptors | Data | Comments |
Client ID | 1113 | |
Primary Taxpayer's Legal Name | Alexander Lawson | |
Primary Taxpayer's Preferred Pronoun | He | |
SSN | ***-**-1113 | |
Age | 61 | |
Occupation | Teacher | |
Citizen/U.S. Resident Status | U.S. Citizen | |
Primary Residence | 1667 Crossroads Ct, Laughlin, NV 89029 | Owned; mortgage |
Secondary Residence | N/A | |
Business Owner | N/A | |
Property Ownership | 1667 Crossroads Ct, Laughlin, NV 89029 | |
Languages | English / Spanish | |
Marital Status | Married | |
Spouse's Legal Name | Susan Lawson | |
Spouse's Preferred Pronoun | She | |
Spouse's SSN | ***-**-1114 | |
Spouse's Age | 59 | |
Spouse's Occupation | Teacher | |
Dependent(s) (# - Relationship) (Name/Age/SSN) | 1 - Susan's Mother | Ana Alvarez (Age 83) (***-**-1115) |
Income Streams | W2 |
Alexander and Susan Lawson are married and have no children. Susan's mother, Ana Alvarez, had been living in their care for over three years since she was no longer able to care for herself on her own. Ana is a U.S. permanent resident and earns no income in the United States or abroad. Both Alexander and Susan are teachers at the local elementary school. Alexander teaches 4th grade and Susan teaches 1st grade. They are active participants in the school's after-care program and summer camp.
Client 2 Details
- They provide Form 1098 reporting $6,805 in mortgage interest and $2,199 in mortgage insurance premiums for their primary residence.
- They report paying $3,355 in real estate taxes for the year on their primary residence.
- They paid $600 toward co-pays for Ana's visits to the doctor.
- Alexander provided receipts of $1,010 for books, supplies, and supplementary materials for his classroom.
- Susan provided receipts of $495 for books, supplies, and supplementary materials for her classroom.
General sales tax paid was $964.
Client 2 W2
Alexander's W2 contained information in the following boxes:
Wages (box 1) | $39,405 |
Federal W/H (box 2) | $5,516 |
Social Security Wages (box 3) | $39,405 |
Social Security W/H (box 4) | $2,443 |
Medicare Wages (box 5) | $39,405 |
Medicare W/H (box 6) | $571 |
Susan's W2 contained information in the following boxes:
Wages (box 1) | $52,005 |
Federal W/H (box 2) | $7,200 |
Social Security Wages (box 3) | $52,005 |
Social Security W/H (box 4) | $3,224 |
Medicare Wages (box 5) | $52,005 |
Could you please teach me how to fill in a 2021 form 1040. I already did mine but I just wanted to make sure if I got them right. Please ensure to use year 2021 Form 1040.
Income Tax Fundamentals 2013
ISBN: 9781285586618
31st Edition
Authors: Gerald E. Whittenburg, Martha Altus Buller, Steven L Gill