This assignment requires you to complete four tax forms $($Form $1040,$ Schedule $1,$ Schedule B$,$ and Qualified Dividends and Capital Gain Tax Worksheet, using the provided taxpayer information. The forms provided are for tax year $2022($please disregard $2021$ date on W$2,1099-$INT, and $1099-$DIV$).$

Step $1$: Read the information below and download the taxpayer information based on the last two digits of your REDid:

REDid ending in $00-19$: Form W$-2(),1099-$DIV darrdarr

REDid ending in $20-39$: Form W$-2$ darr,$1099-$INT darr,$1099-DI{V}_d$arr

REDid ending in $40-59$: Form W$-2$ darr, $1099-$INT darr, $1099-$DIV darr

REDid ending in $60-79$: Form W$-2$ darr, $1099-$INT darr,$1099-$ DIV darr

REDid ending in $80-99$: Form W$-2$ darr, $1099-$INT darr,$1099-DI{V}_d$arr

Step $2$: Download the blank forms on which to complete the assignment Blank Form $1040$

Blank Form $1040dar{r}_{(fillable)}$

Blank Schedule $1dar{r}_{?}($fillable$)$

Blank Schedule B darr $($fillable$)$ upload image$)$

Step $3$: Complete Schedule B first, then Schedule $1,$ then Form $1040$ down through Line $15.$ Then complete the Qual Div worksheet and use that information to complete the rest of the Form $1040$

Step $4$: Submit all $4$ documents to complete the assignment.

Alexander Smith and his wife Allison are married and will file a joint tax return for $2022.$ The Smiths live at $1234$ Buena Vista Drive, Orlando, FL $32830.$ Alexander is a commuter airline pilot but took $6$ months off from his job in $2022$ to obtain a higher$-$level pilot's license. The Smiths have an $18-$year$-$old son, Brad, who is enrolled in twelfth grade at the Walt Disney Prep School. The Smiths also have a $19-$year$-$old daughter, Angelina, who is a part$-$time first$-$year student at Orange County Community College $($OCCC$).$ Angelina is married to Sean Shirker, who is $19$ years old and also a part$-$time student at OCCC. Sean and Angelina have a $1-$year$-$old child, Trask $($Social Security number $115-45-7893).$ All the Shirkers live in an apartment near the Smiths. Angelina and Sean both also work part$-$time for Sean's wealthy grandfather as apprentices in his business. The Shirker's wages for the year were $$50,000$ which allowed them to pay all the personal expenses for themselves and Trask.

$\backslash$table$[[$Name$,$Social Security number,Date of birth$],[$Alexander Smith,$266-15-1966,\frac{09}{22}\frac{?}{1970}$

Five years ago, Alexander divorced Jennifer Amistad $($Social Security number $341-55-6789).$ Alexander pays Jennifer $$200$ per month in alimony under the divorce decree.

Not included with the Smith's tax forms was interest from State of Florida bonds of $$145\mathrm{.}00.$

Alexander also received a Form W$-2,$ Form $1099-$INT, and Form $1099-$DIV that you should have downloaded in Step $1$ above.

Form W$-22021$

Department of the Treasury$-$Internal Revenue Service

Copy B$-$To Be Filed With Employee's FEDERAL Tax Return.

This information is being furnished to the Internal Revenue Service.

SCHEDULE B $($Form $1040)$

Department of the Treasury Internal Revenue Service

Name$($s$)$ shown on return

Interest and Ordinary Dividends

Go to

www$.$irs.gov$/$ScheduleB for instructions and the latest information. Attach to Form $1040$ or $1040-$SR$.$

OMB No$.1545-0074$

$\backslash$table$[[$Attachment$],[$Sequence No$.08]]$

$(1)?$

Sttachment $08$

Sequence No$.08$

Your social security number

on that form. Note: If line $6$ is over $$1,500,$ you must complete Part III.

You must complete this part if you $($a$)$ had over $$1,500$ of taxable interest or ordinary dividends; $($b$)$ had a foreign account; or $($c$)$ received a distribution from, or were a grantor of$,$ or a transferor to$,$ a foreign trust.

Foreign Accounts and Trusts

Caution: If required, failure to file FinCEN Form $114$ may result in substantial penalties.

Additionally, you may be required to file Form $8938,$ Statement of Specified Foreign Financial Assets. See instructions.

$\backslash$table$[[$For Paperwork Reduction Act Notice, see your tax return instructions.,Cat. No$.17146$N$,$Schedule B $($Form $1040)2022]]$

Cat. No$.17146N$

Schedule B $($Form $1040)2022$

$\backslash$table$[[\backslash$table$[[$SCHEDULE $1],[($Form $1040)],[$Department of the Treasury$],[$Internal Revenue Service$]],\backslash$table$[[$Additional Income and Adjustments to Income$],[$Attach to Form $1040,1040-$SR$,$ or $1040-$NR$.],[$Go to www$.$irs.gov$/$Form$1040$ for instructions and the latest information.$]],$OMB No$.1545-0074$