TR 23.8 Jane Taxpayer
Task
File the tax returns based on Tax Scenario & Facts, Form SSA-1099, Form 1099-INT, Form 1099-DIV and Form 1099-R provided below.
Tax Scenario & Facts
Meet Jane Taxpayer. Jane is retired and enjoying life in Miami, FL. Her income consists of interest, dividends, social security and a RMD from her qualified pension plan. Jane does not own any digital assets. She owns her home and does not want to contribute to the Presidential Election Campaign. Your
assignment is to accurately prepare the federal income tax return, Form 1040, for the year that ended December 31, 2023.
If any facts are missing, please assume they do not apply to the taxpayer.
| Name | Jane Taxpayer |
| DOB | 02-05-1955 |
| SSN | 305-44-0001 |
| Occupation | Retired |
| 987 Palm Tree Dr. | |
| Address | Miami, FL 33101 |
Form 1099-INT : Click Here
Form SSA-1099 : Click Here
Form 1099-DIV : Click Here
Form 1099-R : Click Here
Helpful Links:
https://www.irs.gov/
Solution – Meet Jane Taxpayer. Jane is retired and enjoying life in Miami, FL
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