which tax forms do I need ?

Complete Form 1040, with all necessary schedules, worksheets, and attachments, for the following taxpayers: A. General Information: 1. Taxpayer: Joseph Allen 278-43-8249 Age 66 at 12/31/2022 CPA 2. Spouse: Charlene Allen 374-43-1851 Age 53 at 12/31/2022 Design Consultant 3. Address: 5681 Gates Mill Trace Grayson, Georgia 30017 B. Dependents: 1. Erin C. Allen 256-34-1274 Age 05 at 12/31/2022 2. Ashley K. Bridges (Charlene's stepdaughter from 1st marriage) 816-49-1988 Age 24 at 12/31/2022 Full-time student at Georgia State University Wages from summer job, $5,400;$540 Federal income tax withheld (Assume support test met; all dependents lived with taxpayers during the entire year). Other Information: 1. On December 24, 2022, Joseph died of a heart attack. 2. On December 31, 2022, Charlene received $500,000 in proceeds from Joseph's life insurance policy. 3. Charlene desires to file a joint return with her deceased husband. D. Investment Income (all dividends are ordinary dividends, dividends from Verizon Wireless and Home Depot are also qualified dividends): 1. Interest on CDs at Northside Bank - $7,675 2. Interest on Polk County School Bonds $2,540 3. Interest eamed on checking account at Wells Fargo - $475 4. Dividends from Fidelity Magellan Fund $3,750 5. Dividends from Verizon Wireless - $1,600 6. Dividends on Home Depot Stock - $625 E. Other Income:/Payments 1. Joseph received total social security benefits of $15,000 in 2022 . 2. State of Georgia income tax refund from 2021 received in 2022 was $1,125. (Assume fully taxable) 3. Prior to his death, Joseph received a total of $12,000 in 2022 (this covered January-December 2022) from an annuity with Northwestern Mutual Life. The annuity was purchased in 1971, at a cost of $20,000. On January 1,2022, Joseph began receiving payments from the annuity. His life expectancy was ten (10) years. Use the general rule for this annuity. 4. On November 17, 2022, Joseph purchased a lottery ticket at his local QuickTrip for \$1. The ticket was a winner and paid him $700 in winnings. 5. Joseph paid $300 per month in alimony to his ex-wife, Anna Michele, S.S. \#257-91-4384. Divorce agreement established in June 2005. F. Medical Expenses: 1. Doctors, Dentists and Hospitals $15,675 2. Glasses - $350 3. Dentures for Joseph - $575 4. Payment of medical insurance premiums - $6,600 5. Miles driven for medical purposes - 5,400 miles ( 2,700 miles Jan-June, 2,700 miles Jul-Dec). G. Taxes Paid: 1. Payment to State of Georgia in 2022 as a result of tax audit - $4,573. Of this amount, $3,573 was interest \& penalties. This amount represents an audit adjustment from their 2020 State Income Tax Retum. 2. Payments of Georgia Estimated Tax for the following years: 3. Real estate taxes paid in 2022:$3,500 for 2021 , and $3,800 for 2022. 4. Auto Ad Valorem tax paid in 2022 on the value of the vehicle: $795. H. Interest Paid: 1. On January 4, 2022, The Allen's purchased a house to be used as their principal residence. The purchase price was $500,000. At closing, they paid three (3) points on this loan. The amount of interest paid on 2. this loan and reported to them on Form 1098 was $18,000. The discount points were not reported on Form 1098, but amounted to $9,000. 3. On October 1,2022 , the Allen's decided to refinance their mortgage with a 5%,15-year mortgage. The amount refinanced was $75,000 to make an addition to the house. The total amount of interest paid on this loan and reported on Form 1098 was $5,200. I. Contributions (taxpayer's have all required documentation); 1. Georgia State University (donation not tuition related) $2,500 2. United Way - $800 3. Governor's Campaign Fund - $250 4. Saint Oliver Church $1,200 5. Miles driven in connection with work done for St. Vincent De Paul Society as a volunteer 2,000 miles. 6. Hours worked at St. Vincent De Paul Thrift Shop - 150 hours by Charlene. She feels her time was worth $5.50 per hour. 7. Clothes and household items given to Goodwill (123 Main Street, Snellville, GA 30078) on 7/19/2022; Original purchase cost was $3,600; Estimated Thrift Shop Value was $800. J. Other items: 1. Joseph added up all his scratch off lottery tickets and realized his gambling losses for the year were $1,231. 2. On September 26, 2022, Charlene received a cash gift from her Uncle Wally of $14,000. K. Child Care Expenses: 1. During 2022 Joseph \& Charlene paid the following amounts for the care of Erin while they worked: 2. $1,500 to Brats-B-Gone, 1750 Skyland Drive, Snellville, GA, 30078. The company's EIN is 58 6571935. 3. \$2,000 to Charlene's great aunt, Oda Mae Brown, 1024 Old Oak Run, Dacula, GA, 30019. Her social security number is 257914192. L. Other Amounts Paid: 1. Tax Prep Fee $6,000 2. Union Dues - $2,850