TR 23.13 Henry & Ruth Taxpayer
Task
File the tax returns based on Tax Scenario & Facts, Form W2 provided below.
Tax Scenario & Facts:
Henry & Ruth Taxpayer live in Nashville. TN with their two children. Henry is a teacher at a Waldorf school, and Ruth is a doctor. Henry has teacher expenses to deduct, and contributes to an HSA through his employer.
| Name | Relationship | DOB | SSN |
| Henry Taxpayer | Father | 1/1/1985 | 305-44-0001 |
| Ruth Taxpayer | Mother | 1/1/1990 | 305-44-0002 |
| Aaron Taxpayer | Son | 2/2/2013 | 305-44-0003 |
| Brenda Taxpayer | Daughter | 4/4/2014 | 305-44-0004 |
Henry & Ruth live with their children at 1234 Spring Lane, Nashville, TN 37122
- Henry & Ruth will take the standard deduction for their filing status.
- Henry has teacher expenses of $575.
- Henry received dividends from stock purchased in January 2023.
- Henry has a high deductible health plan for his family through his employer. He contributes to an HSA through his employer and receives matching contributions.
- Henry Ruth did not own a foreign back account, and did not have a disaster distribution. They do not want to contribute to the presidential election campaign, and did not own or sell any crypto or digital assets.
Please assume anything not addressed above does not apply to this scenario.
W-2 statement (Waldorf) : Click Here
W-2 statement (Hospital): Click Here
1099-DIV (Company) : Click Here
1098-E (Lender) : Click Here
Helpful Links:
https://www.irs.goV
https://www.irs.goV/pub/irs.prior/p17-2023.pdf
Solution – Henry & Ruth Taxpayer live in Nashville. TN with their two children.
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