Question: I need help doing a tax return, I just don't know which Schedules to use. I already did the form 1040 I just want to

I need help doing a tax return, I just don't know which Schedules to use. I already did the form 1040 I just want to know what other things need to be attached to the form 1040.

I need help doing a tax return, I just don't know whichSchedules to use. I already did the form 1040 I just wantto know what other things need to be attached to the form1040. UD MY UTEP | Dashboard x 5 Mail - Aguilar, Sebastian- Outloc X Bb Tax Return 2 assignment - 12347. x MicrosoftWord - Pages from Tax X Homework Help - Q&A from On

UD MY UTEP | Dashboard x 5 Mail - Aguilar, Sebastian - Outloc X Bb Tax Return 2 assignment - 12347. x Microsoft Word - Pages from Tax X Homework Help - Q&A from On x + X C @ File | C:/Users/aseba/Desktop/Tax%20Return%20%232%20assignment.pdf S CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP |Payar's RTN (optional) or foreign postal code, and telephone no. OMB No. 1545-0112 El Paso Credit union Interest 1 interest income 2018 Income loo Main St El Paso , TX 79901 $ 13,000 Form 1099-INT 2 Early withdrawal penalty Copy B PAYER'S federal identification or RECIPIENT'S Identi 3 Interest on U.S. Savings Bonds and Tress. obligations For Recipient 74-1234567 50 2 - 06-6569 RECIPIENT'S name 4 Federal Income tax withheld $ Investment experises This is important tax information Ali Jones ing furnished to the 6 Foreign tax paid 7 Foreign country or U.S. possession Internal Revenue Street address (including apt, no) Service. If you ar 1857 West Street 8 Tax-exempt Interest pectied private activily band required to file Interest aturn, a negligence penalty or other City or town, state or province, country, and ZIP or foreign postal code sanction may be El Paso, TX 79912 10 Market discount 11 Bond premium mposed on you if this income is taxable and the IRS FATCA filing letermines that it has equirement 12 Bond premium on Tanatury obligations | 13 13 Band premian on tax-acamp! bond not been reported. O Account number (see instructions) 14 Tex-exempt and tax credit band CUSIP no. 15 Stale 16 State Identification no. 17 State tax withheld Form 1099-INT (keep for your records) www.ira.gowform1099int Department of the Treasury - Internal Revenue Service Type here to search w 11:46 AM 11/25/2019 EUDP MY UTEP | Dashboard x 5 Mail - Aguilar, Sebastian - Outloc X Bb Tax Return 2 assignment - 12347. x Microsoft Word - Pages from Tax X * Homework Help - Q&A from Onl X + X C @ File | C:/Users/aseba/Desktop/Tax%20Return%20%232%20assignment.pdf SO Microsoft Word - Pages from Tax return #2 Fall 2017 3/6 C )CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP 1a Total ordinary dividends OMB No. 1545-0110 or foreign postal code, and telaphone no. Apple Corp $ 25,450 1b Qualified dividends 2018 Dividends and 200 Ilm street Distributions $ 15,000 Dallas, TX 75201 Form 1089-DIV 28 Total capital gain distr 2b Unrecap. Sec, 1250 gain $ Copy B PAYER'S federal identification number | RECIPIENT'S identification number 2c Section 1202 gain d Collectibles (28%) quin For Recipient 74-9874321 502-06- 6569 RECIPIENT'S name 4 Federal Income tax withheld ALL Jones 3 Nondividend distributions This is important tax wormation and is Investment expenses being furnished to Street address (including apt, no. $ he Incomal Revenue 1857 West Street 8 Foreign tax paid 7 Foreign country or U.S. possession required to file a mfumi, a neg gance City or town, state or province, cou and ZIP or foreign postal code penalty or other sanction may be ElPaso, TX 79912 Cash liquidation distributions | 9 Noncash liquidation datributions imposed on you l FATCA fing 10 Exempt-interest dividends determines that it has equirement 11 Specified private acavity bond indurest dividends not been reported Account number (see instructions 12 State 13 Stab idmiles 14 State tax withheld Form 1099-DIV (keep for your records www.irs.gowform1098div Department of the Treasury - Internal Revenue Service + Type here to search w 11:46 AM 11/25/2019UD MY UTEP | Dashboard x 5 Mail - Aguilar, Sebastian - Outloc X Bb Tax Return 2 assignment - 12347. x Microsoft Word - Pages from Tax X * Homework Help - Q&A from Onl x + X C @ File | C:/Users/aseba/Desktop/Tax%20Return%20%232%20assignment.pdf S PAYER'S name, street address, city or town. state or province, CORRECTED (if checked) country, and ZIP or foreign postal code 1 Gross distribution OMB No. 1545-0119 Distributions From Pensions, Annuities, LOW Firm Annuity Plan 41, 850 Retirement or 100 Easy Street 2a Taxable amount . 2018 Profit-Sharing Plans, IRAs, 41, 850 Insurance Form 1099-R Contracts, etc. Dallas, TX 75201 2b Taxable amount Total not determined distribution Copy B Report this PAYER'S federal identification RECIPIENT'S identification Capital gain (included In box 28) Federal Income tax withhold Income on your number number federal tax 74-1234987 $ 2400 return. If this form shows RECIPIENT'S name 5 ployee contributions federal Income /Designated Roth contributions or appreciation in tax withheld in box 4, attach Ali Jones Insurance premiums employer's securities this copy to your return. Street address (including apt. no. Distribution 8 Other 1857 West Street pode(s) MPLE This information is being furnished to City or town, state or province, country, and ZIP or foreign postal code ga Your percentage of total the Internal lolal employee contributions distribution Revenue Service. 10 Amount allocable to IRR within 5 years 11 1at year of desig. Roth contrib FATCA fling 12 State tax withheld requirement 19 State/Payer's state no. 14 State distribution $ $ Account number (see Instructions) 15 Local tax withheld 16 Name of locality 17 Local distribution Form 1099-R www.irs.gow/form1099r Department of the Treasury - Internal Revenue Service Type here to search w 11:46 AM 11/25/2019 EUD MY UTEP | Dashboard x 5 Mail - Aguilar, Sebastian - Outloc X Bb Tax Return 2 assignment - 12347. x Microsoft Word - Pages from Tax X Homework Help - Q&A from On x + X C @ File | C:/Users/aseba/Desktop/Tax%20Return%20%232%20assignment.pdf S O CORRECTED (if checked) RECIPIENT S/LENDER'S name, street address, city or town, state or rovince, country, ZIP or foreign postal code, and ielophone no. Caution: The amount shown may OMB No. 1545-0901 Bank of Texas u coal and value of the 2018 Mortgage secured property market. Interest 500 W. River Street Du Hailed by YOU actualy paid by you, and not (Rev. July 2016) Statement Austin, TX 78526 imbursed by another person. Form 1098 1 Mortgage interest received from payerleyborrowers) $ 3725 Copy B RECIPIENT'S/LENDER'S federal dontification number PAYER'S/BORROWER'S taxpayer dentification no. 2 Outstanding mortgag 3 Mortgage origination date For Payer Borrower 74-5431234 85, 700 1/ 7 / 2015 The information in boxes 1 502 -06-65169 4Refund of overpaid 5 Mortgage insurance 9 is important tax interest Information and is being PAYER S/BORROWER'S name $ $ 1, OOO fumished to the Inlemal 8 Points paid on purchase of principul residence revenue Service. If you are All Jones required to file a return, a negligence penalty or othit Street address (including apt. no.) 7 Is address of property securing mortgage same as sanction may be impose 1857 West Street PAYER'S/BORROWER'S address? on you if the IRS determines Yes, box Is checked . that an underpayment of City or town, state or province, country, and ZIP or foreign postal code If No, see box & or 9, below tax results because you overstated a deduction El Paso, TX 79012 B Address of property securing mortgage for this mortgage interest or for these points, reported 10 Other in boxes 1 and 6; of because you didn't report Real Estate Taxes Paid 2,500 ill property securing mortgage hus no address, below is the description of the property the refund of interest box 4: or because you Account number (see instructions) claimed a non-deductible Form 1098 (Keep for your records) www.irs.gowform1098 Department of the Treasury - Insertsl Revenue Service Type here to search w 11:46 AM 11/25/2019 EUD MY UTEP | Dashboard x 5 Mail - Aguilar, Sebastian - Outloc X Bb Tax Return 2 assignment - 12347 x Microsoft Word - Pages from Tax X Homework Help - Q&A from Onl x + X C @ File | C:/Users/aseba/Desktop/Tax%20Return%20%232%20assignment.pdf Required: Use the following information to complete Ali Jones's 2018 federal income tax return. The forms, schedules, and instructions can be found at the IRS Website (www.irs.gov). The instructions can be helpful in completing the forms. 1. Ali Jones (unmarried) is a retired accounting manager for Swartz Law Firm. Ali lives in a home she purchased about 2 years ago. Ali's sister, Mia Moore, lived with Ali the entire year. Mia is retired and receives $1 1,200 of interest income from IBM bonds each year. Mia is able to save this money because Ali provides all of Mia's support. Ali also provided the following information: Ali does not wish to contribute to the presidential election campaign. Ali lives at 1857 West Street, El Paso, TX 79912. Ali's birthday is 07/27/1959 and her social security number is 502-06-6569. Mia's birthday is 11/2/1961 and her social security number is 410-88-9876. 2. Ali has provided all of her tax forms received and charitable donation receipts, which are attached. 3. The clothing she donated to charity was purchased on 4/1 1/2005. She purchased the items for $4,750. She used thrift shop value in determining the value at date of donation. 4. The following is a record of the medical expenses that Ali paid for herself during the year. The amounts reported are amounts she paid out of pocket in excess of insurance reimbursements. Prescription medications 3,550 Over-the-counter medications 250 Doctor and dentist visits 6,950 Medical insurance 5,000 Non-prescription, colored contact lenses 475 Hearing aids 750 Number of medical miles 1,125 miles 5. Ali donated cash to her church, Holy Trinity, in the amount of $12,000 in 2018. 6. Ali owns land in Otero County which she inherited from her mother years ago. She pays $86 a year in property taxes on the land. 7. Ali paid $2,000 in tax preparation fees to her accountant in 2018. 8. Ali made quarterly estimated payments of $655 each. All four payments were made timely. 9. Ali's 2017 income tax refund, in the amount of $6,200, was applied to 2018. Her tax liability in 2017 was $0. 10. Ali would like her refund, if any, refunded. 1 1. Ali did not have a financial interest in or signature authority over a financial account located in a foreign country during the year. 12. Ali had qualifying health care coverage the full-year. Type here to search O Fi me 9 w 11:46 AM 11/25/2019

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Accounting Questions!