Using the information given, fill out the Schedule B form given.

Alexander Smith and his wife Allison are married and file a joint tax return for 2020, 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 2019 to obtain a higher-level pilot's license. The Smiths have a 17-year-old son, Brad, who is enrolled in eleventh grade at the Walt Disney Prep School. The Smiths also have an 18-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. Name Alexander Smith Allison Smith Brad Smith Angelina Shirker Sean Shirker Trask Shirker Social Security number 266-15-1966 266-34-1967 261-55-2121 261-45-1212 546-78-1235 115-45-7893 Date of birth 09/22/1970 07/01/1971 12/21/2002 03/31/2001 05/01/2000 10/21/2018 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 $145.00. Alexander also received a Form W-2, Form 1099-INT, and Form 1099-DIV that you should have downloaded in Step 1 above. Employee's social security number 266-15-1966 Employer identification number (EN) 60-3456789 c Employer's name, address, and ZIP code Kissimmee Airlines, Inc. 2432 Bay Blvd. Kissimmee, FL 34741 Safo, socurate, Visit the IRS website at OMB No. 1545-0008 FASTI Use use - file www.rsgowelle 1 Wages, in other compensation 2 Federal income tax withheld 65,440.00 6,010.00 3 Social Security wages 4 Social security tax withheld 68,712.00 4,260.14 5 Medicare wages and tips 6 Medicare tax withheld 68,712.00 996.32 7 Social security tips & Allocated tips d Control number 9 Verification code 10 Dependent care benefits SUA. 11. Nonqualified plans e Employee's first name and initial Last name Alexander T. Smith 1234 Buena Vista Drive Orlando, FL 32830 12 See instructions for box 12 D 3,272.00 12 13 apoy 14 Other 120 12d 1 Employee's address and ZIP code 15 Employer's state ID number FL 16 State wages, tipset 17 Se income tax 18 Local wagestos, etc. 19 Local income tax 20 Lord Department of the Treasury Informal Revenue Service W-2 Statement 2018 Wage and Tax Form Copy B-To Be Filed With Employee's FEDERAL Tax Return This information is being furnished to the Internal Revenue Service OMB No. 1545-0112 CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN (option) or foreign postal code, and telephone no Orlando National Bank 9871 Disney Way 1,413.67 Orlando, FL 32801 2 Earty withdrawal penalty 2018 Interest Income 1 Interest income Form 1099-INT Copy B PAYER'S TIN RECIPIENT'S TIN For Recipient 3 Interest on U.S. Savings Bonds and Treas. obligations 60-7654321 266-15-1966 RECIPIENT'S name 4 Federal income tax withheld investment expenses This is important tax Information and is Alexander T. Smith being furnished to the 6 Foreign tax paid 7 Foreign country or US possession IRS. If you are Street address including apt. no.) required to file a Tax-exempt interest 1234 Buena Vista Drive retum, a negligence 9 Specified private activity bond penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code $ $ imposed on you it 10 Market discount 11 Bond premium this income is Orlando, FL 32830 taxable and the IRS determines that it has FATCA filing $ not been reported requirement 12 Bord primus os. Treesay Celqution 13 Bond premium on teampt bond $ $ Account number se instruction) 14 Tempt and tax credit 15 Stats 16 State identification no. 17 Stato tax withheid bond CUSIP no Form 1099-INT (keep for your records) www.in.gov/Form 109INT Department of the Treasury - Internal Revenue Service 2018 E CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP fa Total ordinary dividends OMB No. 1545-0110 or foreign postal code, and telephone no. 1,125.00 $ Disney Parking Corporation Dividends and tb Qualified dividends Distributions 1500 Reams Rd. Lake Buena Vista, FL 32830 1,000.00 $ Form 1099-DIV 2n Total capital gain distr. 2b Unreoap. Soc. 1250 gain Copy B $ $ PAYER'S TIN For Recipient RECIPIENT'S TIN 2c Section 1202 gain 2d Collectibles (289) gain 57-4443344 266-34-1967 S $ RECIPIENT'S name 3 Nondividend distributions 4 Federal income tax withheld S 100.00 $ This is important tax Allison Smith information and is 5 Section 199A dividends 6 Investment expenses being furnished to Street address including apt. no.) $ the IRS. If you are required to file a 1234 Buena Vista Drive 7 Foreign tax paid 8 Foreign country - USD retum, a negligence penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code $ Imposed on your this income is taxable Orlando FL 32830 9 Cash liquidation distributions 10 Noncashiodation distribution and the IRS $ $ determines that it has not been reported FATCA 11 Exempt-interest dividends 12 Specified private activity requirement bond interest dividends $ S Account number on instructions) 13 Stato 14 Satellation no 15 State tax withheld $ $ Form 1099-DIV (keep for your records) www.insgow Form1099DIV Department of the Treasury - Internal Revenue Service $ OVET SCHEDULEB [Form 10400 Interest and Ordinary Dividends Go to www.n.gov/Scheduled for instructions and the latest Information Anschte Form 1040 10-S 2020 Art Departner w Newhom Your Amount 1 Part 1 Interest List name of payer, Wany internet is from a financed mortgage and the buyer used the property as a personal residence, see the instructions and at this Interest firet. Also, show that buyer's social security number and addres (See Instruction w the Instructions for Forms 100 and 1040-SA. The) batute Moter if you rucalvad a Form 1099-INT, Form 1090-OID, statement from a brokerage fim list them name as the payer and enter the total interest shown on that fom 2 Add the amounts on line 1 2 3 Excludable interest on series EE and US savings bondissued a 193 Attach Form 8815 3 4 Subtract line from line 2. Enter the result here and on Form 1040 or 1000-SRL line 2b 4 Nota: line 4 is over $1500, you must complete Part Amount Part II 5 Litt name of payer Ordinary Dividends Structions and the instructions for Form 1040 and 1040-SR, line 36 Noteyou received Form 1099-DIV or toute statement from a brokerage fim is the firm's name as the payer and enter the ordinary dividends shown 6 on that form Add the amounts on line 5. Enter the total here and on Form 1040 or 1000-SE line 3 5 Notes line is over $1500. you must complete Part Part II You must complete this part if you al had over $1.500 of taxable interest or ordinary dividends by had a foreign account or (c) received a distribution from or were a grantoro ora transferorto a foreign trust Yes No Foreign Ta At any time during 2020, did you have a financial interest in or signature authority over a francia Accounts account such as a bank account, securities account, or brokerage account located in a foreign and Trusts country Sonstructions Caution "Yes" are you required to file FinCEN Form 114. Report of Foreign Bank and Financial required, failure Accounts (FBAR), to report that financial interest or signature authority See Fer Form 114 tohle FCEN Forma and its instructions for filing requirements and exceptions to those requirements result in but you are required to file FinCEN Form 114. enter the name of the foregn country where the substantial financial account is located penat 8 During 2020, did you receive a distribution from or were you the grantor at or transfer to a structions foreign truat? Yes."you may have to file Form 3520. See Instructions For Paperwork Reduction Act Notice, see your tax return instructions Scheda Form 1040) 2020 Alexander Smith and his wife Allison are married and file a joint tax return for 2020, 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 2019 to obtain a higher-level pilot's license. The Smiths have a 17-year-old son, Brad, who is enrolled in eleventh grade at the Walt Disney Prep School. The Smiths also have an 18-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. Name Alexander Smith Allison Smith Brad Smith Angelina Shirker Sean Shirker Trask Shirker Social Security number 266-15-1966 266-34-1967 261-55-2121 261-45-1212 546-78-1235 115-45-7893 Date of birth 09/22/1970 07/01/1971 12/21/2002 03/31/2001 05/01/2000 10/21/2018 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 $145.00. Alexander also received a Form W-2, Form 1099-INT, and Form 1099-DIV that you should have downloaded in Step 1 above. Employee's social security number 266-15-1966 Employer identification number (EN) 60-3456789 c Employer's name, address, and ZIP code Kissimmee Airlines, Inc. 2432 Bay Blvd. Kissimmee, FL 34741 Safo, socurate, Visit the IRS website at OMB No. 1545-0008 FASTI Use use - file www.rsgowelle 1 Wages, in other compensation 2 Federal income tax withheld 65,440.00 6,010.00 3 Social Security wages 4 Social security tax withheld 68,712.00 4,260.14 5 Medicare wages and tips 6 Medicare tax withheld 68,712.00 996.32 7 Social security tips & Allocated tips d Control number 9 Verification code 10 Dependent care benefits SUA. 11. Nonqualified plans e Employee's first name and initial Last name Alexander T. Smith 1234 Buena Vista Drive Orlando, FL 32830 12 See instructions for box 12 D 3,272.00 12 13 apoy 14 Other 120 12d 1 Employee's address and ZIP code 15 Employer's state ID number FL 16 State wages, tipset 17 Se income tax 18 Local wagestos, etc. 19 Local income tax 20 Lord Department of the Treasury Informal Revenue Service W-2 Statement 2018 Wage and Tax Form Copy B-To Be Filed With Employee's FEDERAL Tax Return This information is being furnished to the Internal Revenue Service OMB No. 1545-0112 CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP Payer's RTN (option) or foreign postal code, and telephone no Orlando National Bank 9871 Disney Way 1,413.67 Orlando, FL 32801 2 Earty withdrawal penalty 2018 Interest Income 1 Interest income Form 1099-INT Copy B PAYER'S TIN RECIPIENT'S TIN For Recipient 3 Interest on U.S. Savings Bonds and Treas. obligations 60-7654321 266-15-1966 RECIPIENT'S name 4 Federal income tax withheld investment expenses This is important tax Information and is Alexander T. Smith being furnished to the 6 Foreign tax paid 7 Foreign country or US possession IRS. If you are Street address including apt. no.) required to file a Tax-exempt interest 1234 Buena Vista Drive retum, a negligence 9 Specified private activity bond penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code $ $ imposed on you it 10 Market discount 11 Bond premium this income is Orlando, FL 32830 taxable and the IRS determines that it has FATCA filing $ not been reported requirement 12 Bord primus os. Treesay Celqution 13 Bond premium on teampt bond $ $ Account number se instruction) 14 Tempt and tax credit 15 Stats 16 State identification no. 17 Stato tax withheid bond CUSIP no Form 1099-INT (keep for your records) www.in.gov/Form 109INT Department of the Treasury - Internal Revenue Service 2018 E CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP fa Total ordinary dividends OMB No. 1545-0110 or foreign postal code, and telephone no. 1,125.00 $ Disney Parking Corporation Dividends and tb Qualified dividends Distributions 1500 Reams Rd. Lake Buena Vista, FL 32830 1,000.00 $ Form 1099-DIV 2n Total capital gain distr. 2b Unreoap. Soc. 1250 gain Copy B $ $ PAYER'S TIN For Recipient RECIPIENT'S TIN 2c Section 1202 gain 2d Collectibles (289) gain 57-4443344 266-34-1967 S $ RECIPIENT'S name 3 Nondividend distributions 4 Federal income tax withheld S 100.00 $ This is important tax Allison Smith information and is 5 Section 199A dividends 6 Investment expenses being furnished to Street address including apt. no.) $ the IRS. If you are required to file a 1234 Buena Vista Drive 7 Foreign tax paid 8 Foreign country - USD retum, a negligence penalty or other sanction may be City or town, state or province, country, and ZIP or foreign postal code $ Imposed on your this income is taxable Orlando FL 32830 9 Cash liquidation distributions 10 Noncashiodation distribution and the IRS $ $ determines that it has not been reported FATCA 11 Exempt-interest dividends 12 Specified private activity requirement bond interest dividends $ S Account number on instructions) 13 Stato 14 Satellation no 15 State tax withheld $ $ Form 1099-DIV (keep for your records) www.insgow Form1099DIV Department of the Treasury - Internal Revenue Service $ OVET SCHEDULEB [Form 10400 Interest and Ordinary Dividends Go to www.n.gov/Scheduled for instructions and the latest Information Anschte Form 1040 10-S 2020 Art Departner w Newhom Your Amount 1 Part 1 Interest List name of payer, Wany internet is from a financed mortgage and the buyer used the property as a personal residence, see the instructions and at this Interest firet. Also, show that buyer's social security number and addres (See Instruction w the Instructions for Forms 100 and 1040-SA. The) batute Moter if you rucalvad a Form 1099-INT, Form 1090-OID, statement from a brokerage fim list them name as the payer and enter the total interest shown on that fom 2 Add the amounts on line 1 2 3 Excludable interest on series EE and US savings bondissued a 193 Attach Form 8815 3 4 Subtract line from line 2. Enter the result here and on Form 1040 or 1000-SRL line 2b 4 Nota: line 4 is over $1500, you must complete Part Amount Part II 5 Litt name of payer Ordinary Dividends Structions and the instructions for Form 1040 and 1040-SR, line 36 Noteyou received Form 1099-DIV or toute statement from a brokerage fim is the firm's name as the payer and enter the ordinary dividends shown 6 on that form Add the amounts on line 5. Enter the total here and on Form 1040 or 1000-SE line 3 5 Notes line is over $1500. you must complete Part Part II You must complete this part if you al had over $1.500 of taxable interest or ordinary dividends by had a foreign account or (c) received a distribution from or were a grantoro ora transferorto a foreign trust Yes No Foreign Ta At any time during 2020, did you have a financial interest in or signature authority over a francia Accounts account such as a bank account, securities account, or brokerage account located in a foreign and Trusts country Sonstructions Caution "Yes" are you required to file FinCEN Form 114. Report of Foreign Bank and Financial required, failure Accounts (FBAR), to report that financial interest or signature authority See Fer Form 114 tohle FCEN Forma and its instructions for filing requirements and exceptions to those requirements result in but you are required to file FinCEN Form 114. enter the name of the foregn country where the substantial financial account is located penat 8 During 2020, did you receive a distribution from or were you the grantor at or transfer to a structions foreign truat? Yes."you may have to file Form 3520. See Instructions For Paperwork Reduction Act Notice, see your tax return instructions Scheda Form 1040) 2020