TR 23.11 Henry & Ruth Taxpayer
Task
File the tax returns based on Tax Scenario & Facts, Form W2 and 1098-T provided below.
Tax Scenario & Facts
| Taxpayer | Spouse | Dependent | |
| Name | Henry Taxpayer | Ruth Taxpayer | Amy Taxpayer |
| Marital Status | Married | Married | Single |
| SSN | 305-44-0002 | 305-44-0001 | 305-44-0003 |
| DOB | 5/11/1970 | 5/11/1975 | 1/1/2015 |
| Occupation | Construction worker | Manager | |
| Daytime Telephone | 903-575-0000 | ||
| Address | 123 Main Street, Big Rock, TN 37023. |
Taxpayers are Married and Filing a Joint return.
Taxpayer information:
- Taxpayer did not serve in the Military.
- The taxpayer lived in TN all year.
- Henry is a construction worker who made $106,000 in taxable income. No foreign assets or accounts, No crypto, did not have marketplace insurance.
Spouse information:
- . Ruth works at a local supermarket as a manager and made 110,839.
- . Ruth received Interest and dividend income.
Dependent information:
. They paid $6,000 for Amy’s before and after school care to:
Big Rock elementary school
824 Main St, Big Rock, TN 37023
EIN 99-99999991
. If any facts are missing, please assume they do not apply to the taxpayers.
. W-2 (Construction Company) : Click Here
. W-2 (Local Supermarket) : Click Here
. 1099-INT : Click Here
. 1099-DIV : Click Here
Helpful Links:
. https://www.irs.gov/
. https://www.irs.gov/pub/irs-prior/p17 — 2023.pdf
Solution
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