Question: you will select a client profile and prepare the taxpayer(s) Form 1040 and any accompanying forms, schedules, or worksheets required. Tax Client #1 Ji Bao
you will select a client profile and prepare the taxpayer(s) Form 1040 and any accompanying forms, schedules, or worksheets required. Tax Client #1 Ji Bao Descriptors Data Comments Client ID 1111 Primary Taxpayers Legal Name Ji Bao Primary Taxpayers Preferred Pronoun He SSN ***-**-1111 Age 45 Occupation Retail Manager Citizen/U.S. Resident Status U.S. Permanent Resident Primary Residence 616 Langly Road #2C, Gatlinburg, TN 37738 Owned; mortgage Secondary Residence Business Owner Property Ownership 616 Langly Road #2C, Gatlinburg, TN 37738 Languages English Marital Status Single Spouses Legal Name Spouses Preferred Pronoun Spouses Age Spouses Occupation Dependent(s) (# - Relationship) (Name/Age/SSN) 1 - Son Christian Bao (Age 10) (***-**-1112) Income Streams W2 Ji Bao is a single father with one son, Christian, who has lived with him all year. Ji was unmarried at the end of the year. He has full custody of Christian. Ji works at the local hardware store as a retail manager. He also worked part time at the library for several months during the summer and as a server on the weekends. Client 1 Details Ji provides receipts for co-pays paid to his doctor totaling $10,550 for the year. Ji provides Form 1098 reporting $7,685 in mortgage interest and $2,320 in mortgage insurance premiums for his primary residence. Ji reports paying $1,985 in real estate taxes for the year on his primary residence. Je provides a statement from his local church for cash contributions of $3,000 for the year. Ji provides receipts for his sons school uniforms totaling $500 for the year. The general sales tax paid was $1,116. Client 1 W2 Jis W2 from the local hardware store contained information in the following boxes: Wages (box 1) $49,715 Federal W/H (box 2) $4,707 Social Security Wages (box 3) $49,715 Social Security W/H (box 4) $3,082 Medicare Wages (box 5) $49,715 Medicare W/H (box 6) $721 Jis W2 from the local library contained information in the following boxes: Wages (box 1) $16,222 Federal W/H (box 2) $0 Social Security Wages (box 3) $16,222 Social Security W/H (box 4) $1,006 Medicare Wages (box 5) $16,222 Medicare W/H (box 6) $235 Jis W2 from the local restaurant contained information in the following boxes: Wages (box 1) $22,288 Federal W/H (box 2) $1,560 Social Security Wages (box 3) $12,555 Social Security W/H (box 4) $1,382 Medicare Wages (box 5) $16,222 Medicare W/H (box 6) $323 Tips $9,733
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