TR 23.5 Juan and Maria Taxpayer
Task
File the tax returns based on Tax Scenario & Facts, Form 1099-INT, Form SSA-1099-SM, Form 1099-DIV, Form 1099-R, Standard Deduction Chart provided below.
Tax Scenario & Facts:
Juan and Maria Taxpayer are a retired couple who live in Nashville, TN. They own their home, and do not have a mortgage. Juan is considered legally blind.
Juan and Maria have interest from their savings, and purchased stock in the past year that pays a dividend.
In addition:
- Maria has a pension from her work as a county librarian
- Juan has an RMD from a traditional IRA.
- Both Juan and Maria have Social Security Income.
- Both would like to contribute to the Presidential Campaign Fund
- Neither owns any digital assets, and have not had a disaster distribution.
Solution – Juan and Maria Taxpayer are a retired couple who live in Nashville, TN
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