Drake Software Practice Tax Return 1 Tax Year Before starting this practice return, review the General Instructions.

Transcription

1 Drake Software Practice Tax Return 1 Tax Year 2015 Before starting this practice return, review the General Instructions. Personal Data Taxpayer(s) Name: Ponderosa Pine SSN: Marital Status: Never married Date of Birth: 10/14/1976 Address: 100 Evergreen Lane, Marietta, GA Phone: Pine@1040.com Occupation: Botanist Dependent Information Ponderosa has one son, Spruce Pine. Spruce (unmarried) lived with his mother in the U.S. all year and cannot be claimed as a dependent by any other taxpayer. After school each day, Spruce attends an after school care program while his mother is at work. The expenses for the after school care is $3,600 for the year (statement attached). Spruce is age six and his date of birth is May 01, His SSN is Income Ponderosa works full time as a botanist at the University of Trees. She received one Form W 2 from her employer (attached). She has no interest in any foreign accounts. Deductions Ponderosa will not itemize deductions, but will take the standard deduction. Health Coverage Ponderosa was provided health coverage at work and was covered for every month of 2015 by her employer s plan and received Form 1095 B and Form 1095 C at the end of the year. Her son, Spruce, was covered for the entire year by a Marketplace plan purchased by his father, Juniper. Juniper provided a copy of Form 1095 A (attached) to Ponderosa which reported the health coverage for their son, Spruce. Juniper and Ponderosa agree to allocate the premium percentage, SLCSP percentage, and the Advance PTC of the Marketplace policy at 50% each. Other Facts Ponderosa and her son are both U.S. citizens and she cannot be the qualifying child of anyone. She provided proof of maintenance of the household, including utility bills and rent receipts (attached). There is evidence that Ponderosa paid more than 50% of the cost of keeping up the home in which she and her son lived.

2 Attachments 1 Form W 2 1 Child care statement 1 Form 1095 A 1 Form 1095 B 1 Form 1095 C 1 Utility Bill 2 Rent Receipts pages

3 22222 a Employee's social security number Void For Official Use Only OMB No b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld c Employer's name, address, and ZIP code 3 Social security wages 4 Social security tax withheld University of Trees Medicare wages and tips 6 Medicare tax withheld 200 Spruce Way Atlanta GA Social security tips 8 Allocated tips d Control number 9 10 Dependent care benefits e Employee's first name and initial Last name Suff. 11 Nonqualified plans 12a See instructions for box 12 Ponderosa Pine 13 Statutory Retirement Third-party 12b employee plan sick pay 100 Evergreen Ln Marietta GA Other 12c 12d f Employee's address and ZIP code 15State Employer's state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20Locality name Form Wage & Tax W Statement Copy A For Social Security Administration - Send this entire page with Form W-3 to the Social Security Administration; photocopies are not acceptable. 0000/1024 Do Not Cut, Fold, or Staple Forms on This Page Department of the Treasury - Internal Revenue Service For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions Void X a Employee's social security number For Official Use Only OMB No b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld c Employer's name, address, and ZIP code 3 Social security wages 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld 7 Social security tips 8 Allocated tips d Control number 9 10 Dependent care benefits e Employee's first name and initial Last name Suff. 11 Nonqualified plans 12a See instructions for box Statutory Retirement Third-party employee plan sick pay 12b 14 Other 12c 12d f Employee's address and ZIP code 15State Employer's state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20Locality name Form Wage & Tax W Statement Copy A For Social Security Administration Send - this entire page with Form W-3 to the Social Security Administration; photocopies are not acceptable. 0000/1024 Department of the Treasury - Internal Revenue Service For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

4 2015 Statement KidZone Date: January 15, 2016 Account: Ponderosa Pine 100 Evergreen Lane Marietta, GA Date Description EIN: Amount 1/1/2015 After-School Program Tuition 2/1/2015 After-School Program Tuition 3/1/2015 After-School Program Tuition 4/1/2015 After-School Program Tuition 5/1/2015 After-School Program Tuition 9/1/20115 After-School Program Tuition 10/1/2015 After-School Program Tuition 11/1/2015 After-School Program Tuition 12/1/2015 After-School Program Tuition Total $ 3, We care about kids! 91 Learning Ave, Atlanta GA Child

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8 LMN POWER December 15, 2015 INVOICE #1234 Bill To Customer Ponderosa Pine Customer ID# Address 100 Evergreen Ln Marietta GA Phone Details of Electric Charges Usage (kwh) 793 Current Reading Previous Reading Payment Due January 15, 2016 Period of Service 11/1/2015 to 12/1/2015 Electric Summary Balance from last bill $ Payment Dec 1 -$ New Charges $ Total Amount Due $ Total Amount Due by January 15, 2016 $ Thank you for your business! LMN POWER 100 Light Ln Marietta GA p

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