Question

Bev and Ken Hair have been married for 3 years. They live at 3567 River Street, Springfield, MO 63126.Ken is a full time student at Southwest Missouri State University and Bev works as an accountant at Cypress Corp. Bevs' W-2 shows Wages and tips other compensations=$50350.18 Federal income tax withheld= $4950.00 Social security wages =$50350.18 social sec. tax withheld = $3121.70 Medicare wages and tips= $50350.18 and Medicare tax withheld= $730.08 Also the Hairs have intrest income of $1000 on City of St. Louis bonds as well as other intrest and dividends shown on the 1099s...1st 1099-DIV 2018 is payers name and address = Green Corp Springfield, MO. Recipient name =Ken Hair (1a Total ordinary dividends = $301.00) (1b Qualified dividends = $301.00) 2nd 1099-INT 2018 is Payers name and address= Boatman's Bank Springfield, MO Recipient name= Ken Hair (1 Interest income= $643.05) Ken is an excellent student at SMSU. He was given a $1750 scholarship by the university to help pay educational expenses.The scholarship funds were used by Ken for tuition and books. Ken also had a part time job at the college. He was paid $2525 on a W-2 for helping out in the Dean's office. There was no income tax withheld on the amount paid to Ken from this job. Last year, Bev was laid off from her former job and was unemployed during Jan. 1099G = (1 Unemployment compensation = $1825.00 from State of Missouri Unemployment) Ken has a 4 year old son , Robert, from a prior marriage.He paid his ex-wife $300 per month in child support. Robert is claimed as a dependent by Ken's ex-wife. During the year, Ken's aunt died. The aunt, in her will, left Ken $15000 in cash. Ken deposited this money in the Boatman's Bank savings account.

tax return problems Fill out a 1040A and other forms that needs to be filled out for taxes

THIS IS THE ONLY THING THEY GAVE US THEY DIDNT SAY WHAT FORMS NEEDED TO BE FILLED OUT. IM GUESSING A 1040A AND QUALIFIED DIVIDENDS TAX WORKSHEET??

Answer 1

Information from Form W-2, Wage and Tax Statement
Bev Hair	Employer #1	Employer #2
Wages, tips, other compensation	50,350.18
Federal income tax withheld	4,950.00
Social security wages	50,350.18
Social security tax withheld	3,121.70
Medicare wages and tips	50,350.18
Medicare tax withheld	730.08
Social Security Tips
Allocated Tips
Advance EIC payment
Dependent Care Benefits

	03-Sep-2018			NOTE: Check every calculation carefully!!!
	9:30 AM			http://www.excel1040.com																		– Best viewed at 1024x768 resolution.									© Glenn Reeves, 2018
Form	1040		Department of the Treasury––Internal Revenue Service      (99)												2017
			U.S. Individual Income Tax Return																OMB No. 1545-0074				IRS Use Only—Do not write or staple in this space.
	For the year Jan. 1--Dec. 31, 2017, or other tax year beginning															,2017, ending							See separate instructions.
	Your first name and initial							Last name															Your social security number
Bev								Hair
	If joint return, spouse's name & initial							Last name															Spouse's social security number
	Home address (number and street). If you have a P.O. box, see instructions.																			Apt. no.					Make sure the SSN(s) above and on line 6c are correct.
3567 River Street, Springfield, MO 63126
	City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).																						Presidential Election Campaign
																							Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or
	Foreign country name											Foreign province/state/county							Foreign postal code
																							refund.				You			Spouse
Filing Status		1		Single							CHECK ONE BOX ( Use 'X' )							4		Head of household (with qualifying person). (See instructions.)
		2		Married filing joint return (even if only one had income)																If the qualifying person is a child but not your dependent, enter
Check only one		3		Married filing separate return. Enter spouse's SSN above																this child’s name here.
box.				and full name here.														5		Qualifying widow(er) (see instructions)
																										Boxes checked on 6a and 6b.
		6a		Yourself.		If someone can claim you as a dependent, do not check box 6a .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .																									0
																										No. of children on 6c who:
Exemptions		b		Spouse .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .
		c	Dependents:										(2) Dependent's					(3) Dependent's			(4)       if child under age 17					• lived with you
													social security					relationship to			qualifying for child tax credit					• did not live with
If more than four			(1) First name			Last name							number					you					(see instructions)			you due to divorce or separation (see instructions)
dependents, see																									0
instructions and																									0
check here.																									0	Dependents on 6c not entered above
																									0
																										Add numbers on lines above
		d		Total number of exemptions claimed .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .																					0						0
Income		7		Wages, salaries, tips, etc. Attach Form(s) W-2													.   .   .   .   .   .   .   .   .								7	50,350
		8	a	Taxable interest. Attach Schedule B if required.   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .																					8a	0
Attach Form(s)			b	Tax-exempt interest. Do not include on line 8a													.   .   .   .   .   .   .   .   .	8b		0
W-2 here. Also		9	a	Ordinary dividends. Attach Schedule B if required.   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .																					9a	0
attach Forms			b	Qualified dividends													.   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .	9b		0
W-2G and		10		Taxable refunds, credits, or offsets of state and local income taxes   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .																					10
1099-R if tax		11		Alimony received															.   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .	.   .   .   .   .   .   .   .					11
was withheld.		12		Business income or (loss). Attach Schedule C or C-EZ.   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .																					12	0
		13		Capital gain or (loss). Attach Schedule D if required. If not required, check here.																		####			13
If you did not		14		Other gains or (losses). Attach Form 4797																				.   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .	14
get a W-2,		15	a	IRA distributions								15a	0					b	Taxable amount					.   .   .   .   .	15b	0
see instructions.		16	a	Pensions and annuities								16a	0					b	Taxable amount					.   .   .   .   .	16b	0
		17		Rental real estate, royalties, partnerships, S corporations, trusts, etc.     Attach Schedule E.																					17	0
		18		Farm income or (loss). Attach Schedule F.   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .																					18	0
		19		Unemployment compensation . .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .																					19
		20	a	Social security benefits								20a	0					b	Taxable amount .   .   .   .   .   .   .						20b	0
		21		Other income. List type and amount.																					21	0
		22		Combine the amounts in the far right column for lines 7 through 21.														This is your total income							22	50,350
		23		Educator expenses .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .														23
Adjusted		24		Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZ														24
Gross		25		Health savings account deduction. Attach Form 8889 .   .   .   .   .   .   .   .   .   .														25		0
Income		26		Moving expenses. Attach Form 3903 .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .										.   .   .   .   .   .   .				26
		27		Deductible part of self-employment tax. Attach Schedule SE .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .														27		0
		28		Self-employed SEP, SIMPLE, and qualified plans .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .														28
		29		Self-employed health insurance deduction													.   .   .   .   .   .   .   .   .   .   .   .	29
		30		Penalty on early withdrawal of savings .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .														30		0
		31	a	Alimony paid							b Recipient's SSN							31a
		32		IRA deduction													.   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .	32
		33		Student loan interest deduction						.   .   .   .   .   .   .   .   .   .   .   .   .   .   .								33
		34		Tuition and fees. Attach Form 8917													.   .   .   .   .   .   .   .   .   .   .   .   .   .   .	34
		35		Domestic production activities deduction. Attach Form 8903														35
		36		Add lines 23 through 35											.   .   .   .   .   .   .   .   .   .   .   .   .   .   .										36	0
		37		Subtract line 36 from line 22.									This is your adjusted gross income.										.   .   .   .   .		37	50,350