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: 400 00 6004 Taxpayer Date of Birth: 5/15/1985 Taxpayer Phone: 828.524.8020 Taxpayer Email: SBerry@1040.com Occupation: VP of Operations Spouse Name: Blue Berry SSN: 400 00 2073 Spouse Date of Birth: 6/16/1986 Spouse Phone: 828.524.8020 Spouse Email: BBerry@1040.com Occupation: Event Planner Marital Status: Married and lived together all year Address: 1234 Fruit Loop, Towson, MD 21286 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 2015. The Berry s also received income from interest and dividends and received statements reporting the income in January 2016. 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.
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 2015. She did not receive 1098 T from the same institution in 2014. Attachments 3 W 2 5 1099 INT 2 1099 DIV 1 1098 T
22222 400-00-6004 11-9999999 55000.00 8500.00 Jam Manufacturer 55000.00 3410.00 200 Jelly Rd 55000.00 797.50 Owings Mills MD 21117 Straw Berry 13 Statutory Retirement Third-party 12b 1234 Fruit Loop Towson MD 21286 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 22222 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.
22222 400-00-6004 22-8888888 21500.00 3200.00 Produce Technologies 21500.00 1333.00 500 Technology Drive 21500.00 311.75 Towson MD 21286 Straw Berry 13 Statutory Retirement Third-party 12b 1234 Fruit Loop Towson MD 21286 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 22222 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.
22222 400-00-2073 22-9999999 9000.00 1000.00 Fruit Events 9000.00 558.00 122 Meeting Place Circle 9000.00 130.50 Owings Mills MD 21117 Blue Berry 13 Statutory Retirement Third-party 12b 1234 Fruit Loop Towson MD 21286 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 22222 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.