Drake Software Practice Tax Return 4 Tax Year Before starting this practice return, review the General Instructions.

Transcription

1 Drake Software Practice Tax Return 4 Tax Year 2015 Before starting this practice return, review the General Instructions. Personal Data Taxpayer Name: Straw Berry SSN: Taxpayer Date of Birth: 5/15/1985 Taxpayer Phone: Taxpayer [email protected] Occupation: VP of Operations Spouse Name: Blue Berry SSN: Spouse Date of Birth: 6/16/1986 Spouse Phone: Spouse [email protected] Occupation: Event Planner Marital Status: Married and lived together all year Address: 1234 Fruit Loop, Towson, MD Dependent Information The taxpayers have no dependents. Income In 2015, Straw Berry was employed as the Director of Sales at Jam Manufacturer, however he resign from that position in September. He accepted a new position as Vice President of Operations at Produce Technologies. He received W 2 from both employers. Blue Berry worked part time as a event coordinator and received W 2 reporting her wages during The Berry s also received income from interest and dividends and received statements reporting the income in January Deductions Taxpayers will not itemize deductions, but will take the standard deduction. Health Coverage Both Straw and Blue Berry were covered by Straw s employer plan for every month of the year. The Berry s did not provide any copies of 1095 B or 1095 C to their tax preparer. Other Facts Both the taxpayer and spouse are U.S. citizens and are not a dependent or qualifying child of another taxpayer. When Straw Berry took the new job, the family incurred some job related moving expenses. Straw s new employer did not reimburse any of the expenses. At the old job, Straw s commute to work from his old house was only 5 miles. The new job he took was 2500 miles away from his old residence. He spent $5,400 transporting all the couple s belonging and personal items to the new residence. The couple also spend $800 on travel and lodging during the move.

2 During 2015, Blue Berry was a full time student enrolled at the University of Coconut. In at least four prior years, Blue has claimed the American Opportunity Credit. Blue received 1098 T reporting the tuition amounts paid which were the only expenses incurred for She did not receive 1098 T from the same institution in Attachments 3 W INT DIV T

3 Jam Manufacturer Jelly Rd Owings Mills MD Straw Berry 13 Statutory Retirement Third-party 12b 1234 Fruit Loop Towson MD Copy A For Social Security Administration - Send this entire page with W-3 to the Social Security Administration; photocopies are not acceptable. Do Not Cut, Fold, or Staple s on This Page X 13 Statutory Retirement Third-party 12b Copy A For Social Security Administration Send - this entire page with W-3 to the Social Security Administration; photocopies are not acceptable.

4 Produce Technologies Technology Drive Towson MD Straw Berry 13 Statutory Retirement Third-party 12b 1234 Fruit Loop Towson MD Copy A For Social Security Administration - Send this entire page with W-3 to the Social Security Administration; photocopies are not acceptable. Do Not Cut, Fold, or Staple s on This Page X 13 Statutory Retirement Third-party 12b Copy A For Social Security Administration Send - this entire page with W-3 to the Social Security Administration; photocopies are not acceptable.

5 Fruit Events Meeting Place Circle Owings Mills MD Blue Berry 13 Statutory Retirement Third-party 12b 1234 Fruit Loop Towson MD Copy A For Social Security Administration - Send this entire page with W-3 to the Social Security Administration; photocopies are not acceptable. Do Not Cut, Fold, or Staple s on This Page X 13 Statutory Retirement Third-party 12b Copy A For Social Security Administration Send - this entire page with W-3 to the Social Security Administration; photocopies are not acceptable.

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