You will need 2017 forms and instructions for 1040 Sch A, B, D, , Forms 2106EZ, 2441,8949 and the supporting schedule you will create for line 21 other income and Sch A line 21, credit limit worksheet, child tax credit worksheet, the state and local general sales tax deduction worksheet (see page 7-10 in text middle of the page) and qualified dividend and capital gains tax worksheet for the current year. Include all the information provided on the return even if deductions are phased out. (In the real world this eliminates clients thoughts/questions that you did not consider all the data they provided)You must turn in all these forms except the instructions.

Anna McLucky, Social Security number 222-23-3339, her date of birth is 3/12/1981, is a single mother and is employed on flex time as a secretary by State University of Florida. On her days and evenings off she is substitute teacher at a Teenage correctional facility for GED candidates and has W-2 wages of $4500.00 and withholding of $570. For the current year she has a son, his name is Willy Johnson and his date of birth is 02/13/07 and his SSN is 222-25-2623. Her son lives with her 12 months a year with only weekend visitations with his father, who rarely shows up. She is the primary care parent and provides the majority of Willys support. In May of the current year Annas destitute grandmother came to live with her. Grandmother, Olive Oyl, 5/3/1939, 112-89-0988 has only income from Social security of $3200. Anna has the following items pertaining to her income tax return for the current year:

Address: 345 Stressed Out Lane, Clearwater, Fl 33764

Received a W-2 from her State University employer reporting a salary of $24925, in boxes 1, 3, and 5, and withholdings of $3,550 in federal income tax.

On 1/12 of the current year Anna received a gift of 1,000 shares of Apple Corporation stock with a basis of $35,000 and $100,000 FMV from her mother. Her mother bought the stock May 1, 2000. Anna also received $4,000 of cash dividends from the Apple Corporation. The dividends are qualified dividends.

Child support received $3500 for child support in the current year.

Received $1,000 of interest income on bonds issued by the City of Tampa. She purchased this bond 5/15/08 for $20500.

Received $90 interest from a US Treasury Note and $85 on a CD she bought at WellsFargo. Both investments were made last year with $10,000 each from money she inherited from her grandfather.

Received a regular stock dividend (nontaxable under Sec. 305) of 10 shares of Apple Corporation stock with a $500. FMV.

Received $3,600 rehabilitative alimony (case settled in 2007) from her ex-husband in the current year but is still due $2400.

As a single taxpayer her total itemized deductions are $2,000 Real estate taxes total $1300 and donations of clothes to church total $460. And cash donations to her church total $240.

Anna paid $550 for school supplies for her substitute classroom in the current year. Assume Anna is the typical underpaid and overworked school teacher who worked more than 900 hours.

Anna paid $1115 for her Stafford student loan interest in the current year.

Anna was penalized $55 for cashing in her Wells Fargo CD in December to help pay for Christmas gifts and some old credit card debt she had outstanding.

Annas employer provides health insurance for Anna and her dependents. The health plan is not a Cadillac plan.

Anna paid $1200 for childcare for Willys after school care to the Latch Key School program BUT $800 of this childcare cost was paid from the cafeteria plan that was deducted as pre-tax from her State University wages and as reported on her W-2 in box 10.

Latch Key School 1234 School Lane, Clearwater, FL 33764 EIN: 59-7896541

In the current year, use all the information from project one with the following Changes and Additions:

Anna married Mark Thompson, 12/07/1975, 125-87-3696 in the current year on 6/1.The marriage immediately stopped the alimony payments. Anna had received $2600 in alimony in the current year prior to the marriage to Mark. Annas ex is still delinquent on $2400.00 in alimony. Grandma died on New Years Eve last year.

Mark must pay child support for his love child from his previous marriage of $8000 a year. Mark relinquished custody of his child Joy Thompson 01/18 of the current year, 258-63-7845 to his former spouse.

Mark works as an accountant and makes $50000.00 but hates to pay taxes so he only had $4000.00 withheld. Mark owns a home he is overextended in and they moved to his home after the marriage. 89076 Debtors Prison Lane, Clearwater, Fl 33758.

The Thompsons paid $6800 for mortgage interest and $1500 for interest on an equity line of credit on the house they received 1098s for both. The real estate taxes paid were $2600.00 and he made $600 worth of qualified cash charitable donations to the United Way. The couple paid $3200 of qualified medical expenses for Marks child Joy.

Mark cashed in all of his Exxon Stock this year to court Anna. He hopes Anna will share her wealth with him. His basis in the stock was $50 per share and he held 100 shares since the purchase date of 2/2/95. He sold the stock at $80 per share on January 15 of the current year. He had $4550 of unused long term capital losses to carryover to the current year. Mark also bought 100 shares of GM stock for $8.00 a share on Feb 1^st of the current year and sold it on November 15^th of the same year for $ 5.00 per share. Mark also bought 100 shares of Coke (KO) stock on 1/15 of the current year for $70 a share and then sold the stock after it split two for one for $37 per share on August 1 of the current year. Mark received a cash dividend of $140 on his KO stock this year.

Mark also convinced Anna to sell 200 shares of her for Apple Stock for $24000. on 12/28 of the current year. Anna was also persuaded to sell her City of Tampa Bond for $18000 on the same date.

Anna paid $10,000 for liposuction and breast augmentation in the current year. She also made a deductible contribution to her IRA of $5500 in the current year. She also donated $320 of cash qualified charitable donations for breast cancer research to the American Cancer Society.

Mark paid $1800 for credit card interest and $400 for his car loan interest in the current year. He incurred gambling winnings of $1400 and the casino withheld $250.00 for federal income taxes. His gambling losses totaled $2950.00 in the current year. Mark funded a deductible IRA $5500 in the current year.

Anna changed her name when she married Mark and they will file jointly in the current year. Anna has 500 miles for commuting between her first job and her second job. Anna paid $350 in the current year to have her prior year tax return completed. Mark prepared his prior year return himself.

Mark converted his garage to a wood refurbishing workshop, he has always wanted to do this but has never had the resources before he married Anna. He refurbished a dining room set for his neighbor for his first learning project. The neighbor was so pleased that he paid Mark $900.00. Mark incurred fabric costs to recover the chairs of $600 and supplies for staining and minor wood repairs of $300. The tools and electricity costs to complete this project was $150.00. Mark loves his new hobby and looks forward to pursuing it in his retirement in 20 years but realizes that he cannot quit his day job.

Marks employer provides health insurance for Mark and his dependents. The health plan is not a Cadillac plan