TR 23.12 Dana Taxpayer
Task
File the tax returns based on Tax Scenario & Facts, Form W2 and 1098-T provided below.
Tax Scenario & Facts
Meet Dana Taxpayer. Dana is a middle school teacher in Knoxville, TN. Dana’s husband Mark passed away on July 17, 2022. Dana does not own any digital assets. She owns her own home and does not
want to contribute to the Presidential Election Campaign. Using the facts below, your assignment is to accurately prepare the federal income tax return, Form 1040. for the year that ended December
31, 2023.
Taxpayer Facts
- Dana has a W2 from her employer Big Mountain School.
- She also took an early distribution from her old 1099R pension.
- Her employer does not offer health insurance, so Dana has a 1095A from the local marketplace.
- Dana paid a total of $500 in eligible educator expenses.
- Dana paid a total of $3,235 to Great Seal Daycare – EIN: 34-5432198. Dana’s employer provided $3,000 of dependent care benefits for her son.
If any facts are missing, please assume they do not apply to the taxpayer.
| Name | Dana Taxpayer Jeremy Taxpayer |
| SSN | 305-44-0001 305-44-0002 |
| DOB | 07-21-1984 01-01-2015 |
| Occupation | Teacher Dependent |
| Address | 3341 Stone Mountain St |
| Knoxville, TN 37918 |
Solution – Meet Dana Taxpayer. Dana is a middle school teacher in Knoxville, TN
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