(PLEASE FILL OUT FORM AS MUCH AS POSSIBLE A) FORM 1040

Andrew (Andy) S. and Sarah H. Clark are husband and wife and live at 4112 Foxglove Drive, McKinney, TX 75070.Andy is a retired petroleum engineer, and Sarah is a portrait artist. They choose to file a joint tax return.

Their daughter, Gabrielle, was given custody of her children in a November 2019 divorce and awarded child support of $1,000 a month. The decree does not indicate who is entitled to the dependency exemptions for the children. Following the divorce, Gabrielle is taking some time to decide how to move forward with her life. She did not work in 2021, so she has no income for the year except the money she received for child support. Andy and Sarah have provided all Gabrielles and the twins support beyond child support.

Name Social Security Number Birth Date AGE

Andrew S. Clark 123-45-6785 09/15/1947 2022-1947 = 75 yrs.

Sarah H. Clark 123-45-6786 12/03/1952 2022-1952 = 70 yrs.

Gabrielle Sparks 123-45-6784 10/19/1985 2022-1985 = 37 yrs.

Malone Sparks 123-45-6787 06/25/2012 20222012 = 10 yrs.

Macie Sparks 123-45-6788 06/25/2012

When he retired at age 65, Andy was chief of offshore operations at Pelican Exploration Corporation. While employed, Andy participated in Pelicans contributory qualified pension plan, to which he had contributed $250,000 (in after-tax dollars). Under one of the plan options, he chose a life-annuity payout of $60,000 per year over his life. As part of his retirement package, Andy also received nontaxable health insurance coverage.