Use information to complete Keith and Jennifer Hamilton t s 2017 federal income tax return. Form..

Title Use information to complete Keith and Jennifer Hamilton t s 2017 federal income tax return. Form..

.Description

Use  information to complete Keith and Jennifer Hamilton ts 2017 federal income tax return. Form 1040, supporting schedules, and instructions to the forms and schedules can be found at www.irs.qov.You do not need to attach copies of the information forms (i.e. W-2s, 1099s, etc.) to the return. The facts are as following:

§  Keith Hamilton is employed as an airline pilot for Flyby Airlines In Las Vegas, NV. Jennifer Is employed as a kindergarten teacher at Small World Elementary School, in Henderson, NV. Keith and Jennifer live in a home they purchased this year. Keith and Jennifer have three children who lived with them all year, Sid, Robert and Tiffany. Keith and Jennifer had health coverage for the family for the full year and did not have any foreign bank accounts or trusts. Keith and Jennifer provided the following personal information:

1.       Keith and Jennifer wish to contribute to the presidential election campaign. Keith and Jennifer do not claim itemized deductions.

2.       Keith and Jennifer live at 1234 Easy Street, Las Vegas, NV 89101.

3.       Keith’s birthday is 2/12/1947 and his Social Security number is 432-45-6789.

4.       Jennifer’s birthday is 12/31/1967 and her Social Security number is 867-53-091 1 .

e, Robert’s birthday is 5/13/2010 and his Social Security number is 452-43-3232. f. Tiffany’s birthday is 1/8/201 1 and her Social Security number is 452-24-1980.

4589.    Sid’s birthday 2/2/2012 and his Social Security number is 452-51-4589.

§  Keith and Jennifer have included the tax documents they received during the year with this package

3.       Keith and Jennifer have also provided you with the following information:

4.       On January 21 2017 Jennifer was involved in a car accident. Because the other driver was at fault, the other driver’s insurance company reimbursed Jennifer $1 ,350formedical expenses that she paid out of pocket and paid her$700foremotionaldistress originating from the physical injury from the accident. The other driver was ordered to pay Jennifer $1 ,000 restitution as punitive damages. She received payment on March 15,2017.

5.       Keith’s father died on November 15, 2015. Keith received $100,000 death benefit from his father’s life insurance policy on February 8, 2017.

6.       On July 27, 2017, Jennifer purchased supplies for her classroom totaling $249.79. Small World Elementary does not reimburse teachers for their out of pocket costs.

d,    Jennifer’s grandmother died on March 10, 2015, leaving Jennifer with an inheritance of$30,000, which she received on May 12, 2017.

1.       On July 25, 2017, Keith’s aunt Beatrice gave Keith $18,000 because she wanted to let everyone know that Keith is her favorite nephew. Keith gave a gift to his favorite niece, Carolyn, of cash in the amount of $10,000. Carolyn’s social security number is 550-85-9654. She resides at 963 Mesa Street, Las Vegas, NV 89101 . Her age is 18. Keith has not made any prior gifts.

2.       On January 5, 2017, Keith and Jennifer sold their home in Las Vegas, NV, for $510,000 (net of commissions). Keith and Jennifer purchased the home eleven years ago for $470,000. On January 29, 2017, they bought a new homefor$675,000. Keith and Jennifer did not incur any eligible moving expenses.

3.       Keith won a jackpot at the Mirage Casino during the year, in the amount of $15,000. He incurred $7,500 in gambling losses, paid during 2017, before winning the jackpot.

4.       Keith andJennifer made four quarterly estimated payments of $1 ,500. The payments were made on or before the due date for each payment. Their prior year tax was $1 6,750 and no payments were applied from 2016. Theywouldliketheiroverpayment, if any, applied to next year.

aaæaaa Employee’s social security numberOMB No. 1545-0008 
b Employer identification number (EIN)
123′-fõø
 1Wages, tips, other compensation
oa 500
 2 Federal income tax withheld
1 5 000
c Employer’s name, address, and ZIP code  4 Social security tax withheld
5 Medicare wages and tips 6Medicare
7 SocraJ                  rity tips          8 A            ed tips
d Control number 9 Verification code 10 Dependent care benefits
e  Employee’s first name and initial           Last name
f   Employee’s address and ZIP code
Sufi.11 Nonqualified plans 12a c
d
 
3 Lilory Retirement h’ -party gov:pbyee              sick pay 12b 
   
14 Other 12c
d
 
12d
c
d
 
 
15 stateEmployer’s state ID number16 State wages, tips, etc.17 State income tax18 Local wages, tips, etc. 19 Local income tax20 Locality name
       

W 2 Wage and TaxDepartment of the Treasury—Internal Revenue Service
Form
Copy 1 —For State, City, or Local Tax Department

aaaaaa Employee’s social security numberOMB No. 1545-0008 
b Employer identification number (EIN)1 Wages, tips, other compensation
00
 2 Federal income tax withheld
c Employer’s name, address, and ZIP code3 Social security wages
q 0000
 
5 Medicare wages and tips 6 Medicare tax withheld
7 Social security tips 8 Allocated tips
d Control number9 Verification code 10 Dependent care benefits
e Employee’s first name and initial    Last name                                                Suff.
t Employee’s address and ZIP code
11 Nonqualified plans 12a
d
 
13                    Thro-pa:’ty• pay 12b c
d
 
   
14 Other 12c
d
 
12d 
 
15 stale   Employer’s state ID number16 State wages, tips, etc.17 State income tax18 Local wages, tips, etc. 19 Local income tax20 Locality name
      

Wage and TaxDepartment of the Treasury—internal Revenue Service

FormStatement

Copy 1 —For State, City, or Local Tax Department
 

  VOIDCORRECTED
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
Chas(es Schwab
0010
Payer’s RTN (optional)OMB No. 1545-0112
2017
Form 1099-INT
Interest
Income
1 Interest income
2 Early withdrawal penaltyCopy 1
For State Tax
Department
PAYER)S federal identification numberRECIPIENT’S identification number
3 Interest on U.S. Savings Bonds and Treas. obligations
RECIPIENT’S name
Fei *
Street address
City or town, state
(including apt. no.) Cas\.
or province, country, and ZIP or forelgn postal code
4 Federat income tax withheld5 Investment expenses
6 Foreign tax paid7 Foreign country or U.S. possession
8 Tax-exempt interest
$ ZOO
9 Specified private activity bond intsrest
10 Market discount11 Bond premium
 FATCA filing requirement
12 Bond premium on Treasury obligations13 Bond premium on tax-exempt bond
Account number (see instructions)14 Tax-exempt and tax credit bond CUSIP no.15 State16 State identification no.17 State tax withheld
 

1099-INT                                                                                                                                www.irs.gov/form1099int

  VOIDCORRECTEDDividends and
Distributions
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
sots
100 IS
la Total ordinary dividends io 000OMB No. 1545-0110
2017
Form 1099-DIV
 
1b Qualified dividends o
2a Total capital gain distr. aso2b Unrecap. Sec. 1250 gain Copy 1
For State Tax
Department
PAYER’S federal identification numberRECIPIENT’S identification number2c Section 1202 gain2d Collectibles (28%) gain 
RECIPIENT’S name
kami
3 Nondividend distributions4 Federal income tax withheld
a 000
 
 5 Investment expenses 
Street address (includingapt. no.)
6 Foreign tax paid7 Foreign country or U.S. possession 
City or town, stateor province, country, and ZIP or foreign postal code
8 Cash liquidation distributions9 Noncash liquidation distributions 
 FATCA filing requirement10 Exempt-interest dividends11 Specified private activity bond interest dividends 
Account number (see instructions)12 State13 State identification no14 State tax withheld 
 

1099-DIV                                                                                                                                       www.irs.gov/form1099div

  VOID CORRECTED
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.
500
Los €910)
1 Gross distributionOMB No. 1545-01 1 9
2018
Form 1099-R
Distributions From Pensions, Annuities,
Retirement or
Profit-Sharing Plans,
IRAs, Insurance Contracts, etc.
2a Taxable amount
(4000
2b Taxable amount   Total not determined         distributi0nCopy 1
For State, City, or Local Tax Department
PAYER’S TINRECIPIENT’S TIN3 Capital gain (included in box 2a)4 Federal income tax withheld
GO O
RECIPIENT’S name
heHh
Street address (including apt. no.)
10
5 Employee contributions/ Designated Roth contributions or insurance premiums6 Net unrealized appreciation in employer’s securities 
7 Distribution code(s) -7IRA/
SEP/
SIMPLE
8 Other 
9a Your percentage of total distribution9b Total employee contributions
10 Amount allo ble to IRR within 5 years11 1st year of desig. Roth contrib.FATCA filing requirement
C]
12 State tax withheld13 State/Payer’s state no.14 State distribution
 
Account number (see instructions)Date of payment15 Local tax withheld16 Name of locality17 Local distribution

1099-R                                                                                 www.irs.gov/Form1099R
 

  VOID CORRECTED
PAYER S name, street address, city or town, state or province, country, ZIP or forejgn postal code, and telephone no.1 Unemployment compensationOMB No. 1 545-0120
2017
Form 1099-G
Certain Government
Payments
2 Stat or local income tax refunds, credits, or offsets
numberRECIPIENT’S identification number3 Box 2 amount is for tax year4 Federal income tax withheldCopy 1
For State Tax
Department
RECIPIENTS name
Street address (including apt. no.)
City or town, state or province, country; and Z ? or foreign
postal code5 RTAA payments6 Taxable grants
7 Agriculture payments8 Check if box 2 is trade or business income
9 Market gain 
loa state10b State identification no.11 State income tax withheld
Account number              instructions)
 

Form 1099-G                                                                                  www.lrs.gov/forml 099g                                                                          Department of the Treasury – Internal Revenue Service

                                           C] VOID       Cl CORRECTED

PAYER’S name. street address. city or town, province or state, country, and 71P or foreign postal code
Los
1 Reportablewinnings2 Date won OMB No. 1 545-0238 20
Form W-2G
Certain
Gambling
Winnings
 
3 Type of ager4 Federal income tax withheld
5 Transaction6 Race
7 Winnings from identical wagers8 Cashier
PAYER’S federal identification number
45 101433
PAYER’S telephone number
1-\3ÈLtoTðf
Copy 1
For State, City, or Local Tax Department
9 Winner’s taxpayer identification no.10 Window
WINNER’S name11 First I.D.12 Second I.D.
Street address (including apt. no.)13 State/Payer’s state identification no.14 State winnings
City or town, province or state, country, and ZIP or foreign postal code
Ool
15 State income tax withheld16 Local winnings
 17 Local income tax withheld18 Name of locality
Under penalties of perjury, I declare that, to the best of my knowledge and belief, the name, address, and taxpayer identification number that I have furnished correctly identify me as the recipient of this payment and any payments from identical wagers, and that no other person is entitled to any part of these payments.
Signature                                                                                                                     Date

Form W-2G                                                                                        www.irs.gov/w2g                                                                                   Department of the Treasury – Internal Revenue ServiceEstimated

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