Document Review Simulation $-$ Jeff and Claire Pickens $-$ FALL $2023$

Answer the $15$ items below on Canvas in the Document Review Simulation Fall $2023$

tab under Assignments. See your syllabus for the due date and time.

Based on the interview notes and the documents below, answer the following items

relative to their $2022$ Form $1040.$ If the amount is negative, put a minus $(-)$ before the

number. If the amount is zero, write $0.$ The parenthetical reference for each item

below is to the $2022$ forms and schedules.

Wages, salaries, tips, etc. $($Form $1040,$ line $1$z$)$

Taxable dividends $($Form $1040,$ line $3$b$)$

Taxable pension distribution $($Form $1040,$ line $5$b$)$

Taxable social security benefits $($Form $1040,$ line $6$b$)$

Business income or deductible loss $($Schedule $1,$ line $3)$

Rental income or deductible loss $($Schedule $1,$ line $5)$

Taxable other income $($Schedule $1,$ line $9)$

Qualified business income deduction $(1040,$ line $13)$

Credit for other dependents $($Form $1040,$ line $19)$

Federal income tax withheld $($Form $1040,$ line $25$d$)$

$2022$ estimated tax payments $($Form $1040,$ line $26)$

Education credit $($Schedule $3,$ line $3),$ nonrefundable amount $

American opportunity credit $($Form $1040,$ line $29)$ refundable $uar{r}^{}$

Form required in order to split refund between accounts

Tax rate on qualified dividends $($from Form $1040,$ line $16)$

$$

Jeff Pickens $($DOB $07/15/1954,$ SSN $127-15-1515)$ is married to Claire Pickens $($DOB

$\frac{01}{30}\frac{?}{1959},$ SSN $128-16-6666),$ and they elect to file married filing jointly. Jeff is

legally blind; he is retired and received Social Security benefits and a pension. Claire

works full$-$time as a store clerk and is also self$-$employed as a massage therapist.

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