Please Help! Thank You!

replace the X s as directed, or with any four digits of your choice. Interview Notes - Morgan is single and 46 years old. - Morgan has two children. Leah, age 18, has a job and earned wages of $4,900. Dale, age 25 is totally and permanently disabled and received Social Security benefits of $4,500. Both children lived with her all year. - Morgan paid all the cost of keeping up the home and more than half the support for her children. - Morgan received disabiiity pension benefits, but she has not reached the minimum retirement age of her employer's plan. - She does not have enough expenses to ltemize for the 2022 tax year. - Morgan, Leah, and Dale are U.S, citizens and have valid Social Security numbers. They all Iived in the United States for the entire year. - If she has any balance due or refund, she would like to use Adelphia Bank and Trust. Morgan provided a voided check. If additionial space is needed check here and lst on page 3 . Page? Check wiptosetate bax for each quation in ewch section 4. (B) interestolidends fromL checkinglswings accounts, bords, CDs, bookerage? (Forms 1099-INT, 1099-DM) 2. (A) Tip hoome? 3. (B) Scholarships? (Foris W-2, 1098-T) 5. (b) Retund of btathilocal inoome taxes? (Form 1099-6) 1. (A) Self Einploymeht income? (Forms 1099-MISC, 1099-NEC, 1090-K, cash, digital assets, or other property or services) 6. (B) Almony income or separate maintenance payments? 8. (A) Cashicheckdigkal assets, or other property or senvices for any work performed not reported on Forms W-2 or 1099 ? 9. (A) thoome (or loss) from the sale er exchange of stocks, bonds, digtal assets or resl estate? (ncluding your home) (Forms 1099-S, 1099-B) 10. (B) Disability incame? (wuch as paymants from insurance, of workers compensation) (Forms 1099-R, W-2) 11. (A) Retremont income or payments from pensions, annuites, and or IRA? (Form 1099-R) 12. (B) Unamployment Compensation? (Form 1099-G) 13. (B) Soctal Secumy or Rallroad Returement Benef ts? (Forms SSA-1099, RRB-1099) 15. (B) Other income? (gambling. lottery, prizes, awards, Jury duty, digital assots, Sch K-1, royattes, foreign income, etc) 14. (M) income (or loss) from rental property? 1. (B) Alimomy or separate maintenance poyments? If yes, do you have the recipients 5SN ? Yes No 2. Contributions or ropayments bo a retirement account? IRA (A) Roth IRA (B) O. (B) Other (A) Mortgage Interest (Form 1098) (A) Medical \& Dantal (A) Taces (Stale, Real Estate, Personal Property, Sales) (B) Charitable Contributions 5. (B) Child or dependent care expenses such as daycare? 6. (B) For supplies used as an eligible educator such as a teacher, teacher's aide, counselor, etc.? 7. (A) Expenses related to seff-employment income or any other inoome you recelved? 8. (B) Student loan inderest? (Form 1098-E) 1. (A) Have a Health Savings Acoount? (Forms S495-SA, 1099-SA W-2 with code W in box 12) 2. (A) Have credit card, studert loan or mortgage debt cancellediorgiven by a lender or have a home foreclosure? (Forms 1099-C. 1099-A) 4. (B) Have Eamod Income Crodit, Child Tax Credit or American Opportunity Crodit dsaliowed in a prior year? IIt yes, for which tax year? 3. (A) Adopt a child? 5. (A) Purchase and install energy-effident home kems? (wuch as windows, furnace, insulation, etc.) 6. (A) Receive the First Time Hamebuyers Credit in 2008? 7. (B) Moke estmated tax payments or spply inst year's refund to this year's tax? Hl so how mach? 8. (A) File a federal retum last year containing a "caphal loss carryover' on Form 1040 Schedule D? 9. (A) Have health coverage through the Marketplace (Exchango)? [Provide Form 1095-A] Fom 13614-C (An,1620122) KeGilonal tuformbtion and Qustions Related to the Praparation of Your Return (i) You Ypous0 It you are due a refund, would youlike: a. Direct deposit b. To purthaso U.S. Savings Bonds c. To split your refund between different accounts 4. If you have a balance due, would you lke to make a payisent directy from your 5. Did you live in an aren thai was declared a Federal dissster eopa? [ Yes 6. Did you, or your spouse if eling jointy, recolve a letter from the IRS? Many free tak preparation sites operate by receiving grant money or other foderal financial assistance. The data from the following questions may be used by This site fo apply for these grants or to sapport centinued recelpt of financial funding. Your answer will be used only for statistical purposes. These questions 8. Would you say you can carry on a comersation in English, both undorstanding s speaking? [ Vory woll Woll Not well Not all Prefer not to answer are optional. 9. Would you say you can rebd a newspaper or book in English? 10. Do you or any mamber of your household have a disability? 12. Yourrace? American Indian or Alaska Native Aclan Black or African American Native Hawalian or other Pacific isiander White Prelor not to answer 13. Your spouse's race? [i]. No spouso 14. Your ethnicity? Hispanic or Latino Not Hisparic or Latino Preler not to answer 15. Your spouse's ethnicity? Hispanic or Latino Not Hispanic or Latino Prefer not to answer No spouse Additional commerits Form 1099-R \& Voided Check PAYER'S name, street address, clly or town, state or provinoe couniry, ZIP or foreign postal code, and telophone no. Distributions From WINSTON CORPORATION Retirement or 1800 SPRANG STREET Profit-stharing Plans, IRAs, lnsurance Fonm 1099-R 20. Morgan's disability pension is reported as earned income on her tax return. a. True b. False 21. What is the most advantageous filing status Morgan can take? a. Single b. Married Filing Separately c. Head of Household d. Qualifying Surviving Spouse (QSS) 22. Which child qualifies Morgan for EITC? a. Leah b. Dale c. Both Leah and Dale d. Neither Leah nor Dale. 23. Morgan cannot claim Dale as a dependent because he is over age 18. a. True b. False 24. Morgan anticipates a balance due for next year. What actions should she take to prevent having a balance due. a. Morgan should use the IRS Tax Withholding Estimator and adjust her withholding. b. Morgan should decrease the amount of withholding on her form W-4P for next year. c. Morgan should ask her brother who is taking an accounting class how to avoid having a balance due. d. Morgan should not do anything to prevent having a balance due next year. Form 1099-R \& Voided Check PAYER'S name, street address, clly or town, state or provinoe couniry, ZIP or foreign postal code, and telophone no. Distributions From WINSTON CORPORATION Retirement or 1800 SPRANG STREET Profit-stharing Plans, IRAs, lnsurance Fonm 1099-R If addnional space is needed check here [O and list on page 3 \begin{tabular}{c|c|c|c|c|} \hline Yes No Unsure & Part IIt - Ineoms - Lsst Yoar, Did You (or Your Spouse) Receivo \\ \hline \end{tabular} Eheck appropdate box far onch question in each section 2. (A) Tip income? 4. (B) Interestrividends trom: checkinglsavings accounts, bonds, CD5, brokerage? (Forms 1099-INT, 1099-DIV) 3. (B) Schoiarships? (Forms W-2, 1098-T) 5. (B) Relund of statehocal income taxes? (Form 109@-G) 7. (A) Sel-Employment income? (Forms 1099-MISC, 1099-NEC. 1099-K, cash, dightal assets, or other property or services) 8. (B) Alimony income or separate maintenance payments? 8. (A) Cashicheckidigtal assets, or other property or services for any work performed not reported on Forms W-2 or 1099 ? 9. (A) inoome (or loss) from the sale or exchange of stocks, bonds, digtal assets or reat estate? (including your home) (Foms 1099-S, 1099- 10. (B) Disability income? (such as payments from insurance, or workers compensation) (Forms 1099-R, W-2) 11. (A) Retirement income or payments from ponsions, annuitios, and or IRA? (Form 1099-R) 12. (B) Unemployment Compensation? (Form 1099-G) 13. (B) Soclai Security or Ralload Retirement Benefits? (Forms SSA-1099, RRB-1099) 15. (B) Other income? (gambling, lottery, prizes, awards, jury duty, digital assets, Sch K1, royalties, foreign income, otc.) 14. (M) Income (or loss) from rental property? IV - Expenses - Last Year, Did You (or Your Speuse) Pay 2. Contributions or repayments to a retirement account? 3. (B) College or post secondary educational expenses for yourselt, spouse or dependents? (Form 1098-T) (A) Mortgage Interest (Form 1098) 4. Any of the following? (A) Medical \& Dental (induding insurance premiums) (B) Charitable Contributions 5. (B) Child or dependent care expenses such as daycare? 6. (B) For supplies used as an eligible educator such as a teacher, teacher's aide, counselor, etc.? 7. (A) Expenses related to self-employment income or any other income you received? 8. (B) Student loan interest? (Form 1098-E) 1. (A) Have a Health Savings Account? (Forms 5498-SA, 1099-SA, W-2 with code W in box 12) 2. (A) Have credit card, student loan or mortgage debt cancelledforgiven by a lender or have a home foreclosure? (Forms 1099-C. 1099-A) 4. (B) Have Eamed Income Credit, Child Tax Credit or American Opportunity Credit disallowed in a prior year? If yes, for which tax year? 3. (A) Adopt a child? 5. (A) Purchase and install energy-eflicient home kems? (such as windows, furnace, insulation, etc.) 6. (A) Recelve the First Time Homebuyers Credit in 2008? 7. (B) Make estimated tax payments or apply last year's refund to this year's tax? If so how much? B. (A) File a federal retum last year containing a "capital loss carryover" on Form 1040 Schedule D? 9. (A) Have health coveroge through the Marketplace (Exchango)? [Provide Form 1095-A] Form 13614-C (Rev. 20. Morgan's disability pension is reported as earned income on her tax return. a. True b. False 21. What is the most advantageous filing status Morgan can take? a. Single b. Married Filing Separately c. Head of Household d. Qualifying Surviving Spouse (QSS) 22. Which child qualifies Morgan for EITC? a. Leah b. Dale c. Both Leah and Dale d. Neither Leah nor Dale. 23. Morgan cannot claim Dale as a dependent because he is over age 18. a. True b. False 24. Morgan anticipates a balance due for next year. What actions should she take to prevent having a balance due. a. Morgan should use the IRS Tax Withholding Estimator and adjust her withholding. b. Morgan should decrease the amount of withholding on her form W-4P for next year. c. Morgan should ask her brother who is taking an accounting class how to avoid having a balance due. d. Morgan should not do anything to prevent having a balance due next year. CORRECTED (f checked) country, ZIP or foreign postal code, and telephone no. Distributions From Pensions, Annuities, WINSTON CORPORATION Retirement or 1800 SPRING STREET Profit-Sharing Plans, YOUR CITY, YOUR STATE, ZIP IRAs, Insurance Degatment of the Treasury - Intemal Reverve Service Form 1099-R wwwin powform 10998 Morgan Calhoun 320 Main Street YOUR CITY, STATE, ZIP 20 PAYTO THE ORDER OF DOLLARS Adelphia Bank and Trust Anytown, State 00000 For :111000025:1234567891234 1. Woud you like to receive writen communications from the lRS in a language other than English? [G] Yes [t] No If yes, which language? Ndilitional informatlon and Questlons Related to the Preparation of Your Return 2. Prasidential Einction Campaign Fund (tf you check a box, your tax or refund will not change) Check hare if you, of your epouse if filing jointy, want 53 to go to this fund b. To purchase U.S. Savings Bonds c. To split your refund between different acooun [x] You [ Spouse 4. If you have a bofance due, would you kke to make a poyment directly from your bank acceunt? [ Yes [] No 3. If you are due a refund, would you like: a. Direct doposit 5. Did you live in an ares that was deciared a Federal disaster area? Yes No If yes, Where? 6. Did you, or your spouse if fling jointy, receive a lotter from the IRS? this site to apply for these grants or to support continued recelpt of financial funding. Your answer will be used only for statistical purposes. These questions 8. Would you say you can carry on a convarsation in Engish, both undorstanding 8 speaking? Vory woll at all Wot to answo are optional. 9. Would you siy you can read a newspaper or book in English? 10. Do you or any member of your househoid have a disability? 11. Are you or your spouse a Veteran from the U.S. Armed Forces? 12. Your race? American Indian or Alaska Native. Asian Brefer not to answer or African American Native Hawailan or other Pacific lalander 13. Your spouse's race? []. No spouse 14. Your ethnicity? Hispanic or Latino Not Hispanic or Latino Prefer not to answer 15. Your spouse's ethricity? Additional oomments